Power Platform Community Forum Thread Details

Hello all,

Still new but making my way through learning quite well

Im a bit stuck, all the videos, how too and tutorials are non specific for what I need

So what Im looking to do is to create a flow daily that checks the dates in a column in share point

If the date shown is x amount of days ahead of the date we are currently in, it will send an email to two people

e.g
Todays date is the 10/10/2024
The date in the share point is 13/10/2024
It will automatically send an email 3 days before that day (so today)

I almost had it, but I think maybe being in the UK is messing with me some how.

There lots of videos and how toos but some are just way too complex for what I need

For context, this is for performance management
The dates are the dates they are due reviews, the person who is due a review will recieve a review form a few days before their review to fill out.

Any help would be amazing

Categories:

General topics

Steps to Send an Email Based on a Date in SharePoint

Open Power Automate:
- Go to the Power Automate Portal and sign in using your Microsoft 365 account.
Create a New Flow:
- Click on the Create button.
- Choose Automated Cloud Flow to trigger the email automatically.
- Name your flow and select When an item is created or modified from SharePoint as the trigger.
Select SharePoint Site and List:
- Choose the SharePoint site and list where the date is stored.
Add a Condition:
- After the trigger, add a condition to check the date field.
- Use a condition like @equals(formatDateTime(triggerOutputs()?['body/DateField'], 'yyyy-MM-dd'), formatDateTime(utcNow(), 'yyyy-MM-dd')).
  - DateField should be replaced with the name of the date field from your SharePoint list.
  - This condition checks if the date matches the current day.
Add an Action to Send an Email:
- Under the If yes branch, add a new action.
- Select Send an email (V2) from the list of available actions.
- Configure the email with the recipient, subject, and body.
  - You can dynamically add fields from the SharePoint item if needed (e.g., title, other fields).
Test the Flow:
- Save the flow and test it by modifying or creating an item in the SharePoint list with the desired date.
- If the date condition matches, it should send the email.

Example Use Case

If you want to send an email reminder when a project deadline is today:

Use a date field in the SharePoint list that stores project deadlines.
Power Automate will check every day if the date in the deadline field matches today’s date, and if so, trigger the email.

This way, the email will automatically be sent based on the specified date in SharePoint.