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Session Id : Kq20BdUjN7uzZy5f2Oxiko
Power Automate - General Discussion
Unanswered

Make a SharePoint item reoccur like Outlook

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Posted on 4 Nov 2022 14:59:04 by 8

I'm new to the Power Platform, but have been working with it and learning about it heavily for the past two months. I've been given a task at my job. A specific department wants a SharePoint list where they can input information for forms that are due on certain dates. That part is simple and I have it figured out. The problem is they want the form to reoccur like it would in a Outlook calendar.

 

For example, if they have a form that's due monthly on the 7th then they want the item to keep reoccurring every month on that date indefinitely.

 

The way I have it set up currently is that I give them an option for reoccurrence frequency and how many times they want it to reoccur. So if they input a form that needs to be done every month on the 7th they can enter monthly for reoccurrence frequency and 12 for how many times they want it to reoccur and then the item will be created 12 times adding month to the due date each time.

 

I'm just wondering if there's a more efficient way to do this or if anyone has had similar situation before.

  • tbrooks Profile Picture
    8 on 07 Nov 2022 at 15:25:37
    Re: Make a SharePoint item reoccur like Outlook

    Thank you for the response. I understand your warning about the infinite loop. The Reoccur column is a yes/no and when I create the item I don't duplicate that information so I can avoid the loop. I don't think it's going to be an actual form they input. It's more of just the name of the form, the due date, and how and when they want it to reoccur. I should've been more clear about that. 

     

    An example would be, they would input the form name (ex. Form 1), then say it's due on 11/14/2022, and we want this to reoccur every month on the 14th. The fields that would get duplicated in the create item would be the form name and the due date, but add however much time to the due date by how they want it to reoccur (monthly, quarterly, etc.) So when the created item occurs, the due date would be 12/15/022, and so on.

     

    A question about your solution. I wouldn't be able to implement this if the users of the list delete forms as they're completed right? 

    Using the example above, if the form is due on the 14th and they complete it on the 13th and delete it from the list then when flow 2 runs to get items the item wouldn't be there and get recreated for the next due date correct? 

  • David- Profile Picture
    1,254 on 05 Nov 2022 at 17:29:32
    Re: Make a SharePoint item reoccur like Outlook

    There are at least a couple of problems with your approach. Does your flow run when an item is created? If so, the first problem is that flows must complete within 30 days or they will timeout. Another problem will occur once you copy the item if the flow runs when an item is created, and you copy it with the fields you are using to determine whether it should reoccur. You will have multiple items with the flow doing the same thing and create an endless loop of flows creating repeating items.

     

    Does data in the form need to change when it reoccurs? If you showed your form maybe this would be more understandable why you need a repeating form. Is all the data the same in the form when it repeats? Do they just update some of the fields? Do you only copy some of the data when it repeats and how do you know what fields they want copied?

     

    If your team just needs a reminder to review a form every month/quarter/year, I would do it this way with two flows:

    1. Flow 1 would run when the item is created to see if it needs to reoccur. You would add a date field called next reminder, calculate the next repeat date, and populate it when this flow runs.
    2. A second flow would run every day to get all items where the next reminder column is equal to the current date. If it does, you send a reminder with whatever instructions are needed, calculate the next reminder date and update the form for the next reminder.
    3. If they really need a blank form on the repeat, I would make copy of your list (this is easily done with the Microsoft Lists app). In the secondary list, when step 2 above runs, you would create a new form in the duplicate list. Since it is a copy, you could also populate some of the data from the first list into the second list. Thus, your first list is set up to generate repeating items, and the second list is used to create the repeats and for one-off items.
  • tbrooks Profile Picture
    8 on 04 Nov 2022 at 17:04:13
    Re: Make a SharePoint item reoccur like Outlook

    So the way the flow works now is that when an item is created, it grabs the new item from the list. It checks to see if the reoccur column is true. If it's true it goes into a switch case based on how they want the form the reoccur (monthly, quarterly, semi-annual, annual). In the images I show the case for monthly but they're all set up the same but just different based on how much time is added to the due date. In the switch case for monthly I have a Do Until that loops based on how many times they want the item to reoccur (be created). It creates the item and then after I increment the variable for counter by 1 and the variable for monthly by 1 until the loop stops. I hope that makes sense. I can clarify more if needed.

  • ScottShearer Profile Picture
    25,236 Most Valuable Professional on 04 Nov 2022 at 15:10:23
    Re: Make a SharePoint item reoccur like Outlook

    @tbrooks 

    There is no option in a SharePoint list (other than a calendar which would be a bad idea) for repeating events.  Your approach sounds reasonable.  You might want to post a screen shot of your Flow so others can possibly suggest ways to make it a bit more efficient.

     

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