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Hello,
I am making an application in powerapps to help my organisation manage some data, with the emphasis being pushed back to individual users to keep their data up-to-date. I am using a sharepoint list to hold most of their data with a powerapps front end.
I need to evaluate the data every day, to see if there is any data that is outside of certain criteria - if something will expire soon (eg passport, medical test date) eg within 3 months, I want to assign them 'yellow' status, modify a comments field that says "Passport expires within 3 months" and to email the user a reminder.
I am guessing using power automate is the place to be doing these things. I was going to try and evaluate the data in powerapps, but it doesn't need to be done in real-time, only every day. It just seemed inefficient to do it there.
I don't have a lot of experience with power automate - but I just want to know if this is the right solution for my problem? I could do a calculated field in sharepoint directly, but again, it doesn't need to be evaluated constantly only every day.
Thank you for any advice in advance
Power Automate is the right tool for this use case.
You could run a scheduled flow that runs once every morning and looks for items that are due to turn "Yellow".
You can then send notifications to each responsible party (in apply to each loop)
You might consider creating an additional column "Notified" in SP list so that people do not get spammed every day about the same item. I think you get the idea!
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