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Power Automate - Building Flows
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Monthly Summary Email to Assigned Users

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Posted on by 44

Hi,

 

I have a table that tracks annual site visits, due throughout the year, and at times assigned to multiple users. 

2021-07-08_17-18-36y.jpg

 

For every "assigned to" set, I'd like to send a monthly email that summarizes site visits that are past due, and ones due next month. is this possible? 

 

Such that:

john and joe get an email that lists the first facility and due date

john separately gets an email for the second facility

joe gets a separate email that lists both the fourth and fifth facility

  • Verified answer
    v-bofeng-msft Profile Picture
    on at
    Re: Monthly Summary Email to Assigned Users

    Hi @AAallday :

    My List:

    vbofengmsft_0-1626167835254.png

    My Flow:

    vbofengmsft_1-1626167884783.png

    vbofengmsft_2-1626167969839.png

    vbofengmsft_3-1626168102747.png

     

    The Result:

    vbofengmsft_4-1626168134898.png

    Best Regards,

    Bof

     

  • AAallday Profile Picture
    44 on at
    Re: Monthly Summary Email to Assigned Users

    In my test, the flow is successful but the last "apply to each" is greyed out, and no emails are sent. 

    AAallday_0-1625854217753.png

     

     

    Also, where would i add a condition for dates? meaning. i want to only pull "pending" and only if the due date is in this year (or earlier)

     

    Thank you again!!

     

  • AAallday Profile Picture
    44 on at
    Re: Monthly Summary Email to Assigned Users

    Thanks for this, i'll be testing out. but to answer your question.. assigned to is an "person" field, pulling for the org directory. 

     

    and i made up the emails, for the image. thank you though!

  • v-bofeng-msft Profile Picture
    on at
    Re: Monthly Summary Email to Assigned Users

    Hi @AAallday :

    Could you tell me:

    What is Assigned to?Is it a "multiple lines of text" column?

    I assume Assigned to is a "multiple lines of text" column.

    I've made a test for your reference:

    1\My SP List:

    vbofengmsft_0-1625800446361.png

    2\My Flow

    vbofengmsft_2-1625800608009.png

    vbofengmsft_3-1625800966803.png

    Reference Expression:

    take(
     union(
     split(variables('Assigned to'),outputs('Compose')),
     split(variables('Assigned to'),outputs('Compose'))),
     sub(
     length(
     union(
     split(variables('Assigned to'),outputs('Compose')),
     split(variables('Assigned to'),outputs('Compose')))),
     1)
    )

    The Result:

    vbofengmsft_4-1625801024010.png

    Best Regards,

    Bof

     

  • v-bofeng-msft Profile Picture
    on at
    Re: Monthly Summary Email to Assigned Users

    Hi @AAallday :

    I am editing the solution, but before that, could you please mosaic your pictures? Because I noticed that your picture may contain a real email address.Please pay attention to protect your privacy.

    Best Regards,

    Bof

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