Automate reminder email based on a record in a form

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Posted on by EdK99

Hello,

I am building an app that sends reminders to responsible person if they don't upload their report in time.

Let's say multiple orders were created, one for John, one for Jane, and one for Jack. Each order is submitted as a different record in the sharepoint list with different details and due dates. And reports are uploaded to a different sharepoint list. the two records will share an order ID, so if the Orders list has a record with a certain ID, and the Report list does not have a record with the same ID, then an email is sent to the responsible person detailed in the Order list. The reminder will be sent daily until the function finds an identical ID in both the Order and the Report lists.

Any idea on how to automate such flow?

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Adam1986 139 on at

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Hi,
try maybe:
1 Add Reccurence trigger (1 day)
2 Add Get items - from Order list (Odata filter could look for items that due date is in the past, so today > due date)
3 Initialize integer variable - it will be count of Get Items from report list
4 Add For Each loop from Get items (Order list)
4.1 In For each loop add Get Items (Report list) (Odata filter look for for each current item ID in ID column)
4.2 In For each loop Get Items (Report list) Add Set our integer variable to length of previous Get Items
4.5 Condition, if length is 0 then send email to for each current item responsible person.

So this flow should look for older than todays date items in Order list. Next it looks for each item we found in Report list with the same ID. If there is no items it means that report for this order dosnt exist, then it sends notification to responsible preson.

hope you will figure it out.

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EdK99 46 on at

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I can't add a recurrence trigger for some reason, the error I'm getting is: "You cannot use this trigger as an action."

EDIT: I've removed the first step and replaced it with the recurrence trigger

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Adam1986 139 on at

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Trigger can be picked only as first position in flow. Actions are things that trigger starts so those must be after trigger.

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EdK99 46 on at

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so here's where I am so far:

1- Trigger set to Recurrence every 1 day
2- Get items (Order list), query filter is " 'Due Date' < today"
3- Initialize Variable: Type: Integer, Value is left blank
4- Couldn't find a for each loop in the flow creator in powerapps, so I'm assuming Apply to each can substitute.
4.1- Get items (Report list): Query filter: 'Order ID'
4.2- Set Variable: Value: length()

for the condition, how do I specify that it send an email to the responsible person in the item we picked in the first Get items (order list) and not from the current item in the Get items (report list)? and also if any of the query filters are in the wrong format/syntax could you please point it out?

I am pretty new to power automate and the online tutorials I ran across are confusing me more.
Please note that I am creating this flow in Power Apps (Power Automate Tab)

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Adam1986 139 on at

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This is a lot of basic information you missing. If you want, contact me via private message and i will guid you. I feel that this is one of your first Flows, so this is too much information i need to provide.

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