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Need a flow to update status of a record in table on every day

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Posted on by Narendra Sunkara

47

Hi All,

I need some idea/ flow steps for following scenario

1. I have a table in Data verse

2. Once in every day I need to update the record status(custom status) to "Cancelled"

3. Condition is, If that record reach 21 days from the date of creation

How to achieve this in flow

bit urgent

Regards,

Babu

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ReinerKnudsen 39 on at

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Re: Need a flow to update status of a record in table on every day

Thanks for that! Exactly what I needed. I like your detailed description. That was very helpful.
Narendra Sunkara 47 on at

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Re: Need a flow to update status of a record in table on every day

Hi @CraigStewart ,
Other quick question, I am trying to use fetch XML query to get the list of records which created 21 days back, how to write that in Fetch XML query. Please send me some screen shots

Regards,
Babu
Narendra Sunkara 47 on at

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Re: Need a flow to update status of a record in table on every day

Hi @CraigStewart

Thanks for your reply
I found issue with login in condition to check 21 days
I have created date as 09/05/2022 and I tested my flow on 30/02/2022, still my condition is returning false.
What might be the reason?
An I don't have note field in my current table where I am updating status to "Cancelled"
How to add Note

Regards,
Babu
Craig Stewart ABZ 957 Super User 2024 Season 1 on at

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Re: Need a flow to update status of a record in table on every day

Hi

Row ID is a unique identifier for the row you want to update, you should be able to see it in the list in power automate.
Or you could go to the table itself and look at the columns, the data type will be listed like this

For the note, if this is a column in the table you are looking to update, then the field should be available to amend on the update a row action.
Narendra Sunkara 47 on at

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Re: Need a flow to update status of a record in table on every day

Hi @CraigStewart
Thanks for your reply
I started implementing these steps in my flow
Quick question: While updating the record in "Update a Row" step, how to get Row Id?
I have small additional requirement :
After I update a record status to "Cancelled" I need to create a "Note record" against this record with in "Timeline" tab
saying that "Auto cancelled on day 21"

Please help me with these.

Regards,
Babu
Craig Stewart ABZ 957 Super User 2024 Season 1 on at

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Re: Need a flow to update status of a record in table on every day

Hi Babu

Should be an easy one.

You'll have a recurring flow to run once a day, then List Rows from dataverse table,

Use a condition to check if the date in creation is 21 or more
Then update Row

Condition is

formatDateTime(items('Apply_to_each')?['cr7ec_created'],'yyyy-MM-dd')
is less than or equal to
addDays(utcNow('yyyy-MM-dd'), -21, 'yyyy-MM-dd')

Here's my table before the flow
and after

Hope that helps

Craig

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