using flow to send email reminder from sharepoint data

The source type/format Object of the value {XXXX@yahoo.com:} is not convertible to type/format String/email. MCT | SharePoint, Microsoft 365 and Power Platform Consultant | Contributor on SharePoint StackExchange, Techcommunity, Encodian Owner / Founder - Ex Microsoft Consulting Services - Architect / Developer - 20 years in SharePoint - PowerPlatform Fan, Founder of SKILLFUL SARDINE, a company focused on productivity and the Power Platform. With Power Automate's integration with SharePoint, you can easily create reminder flows, based on DateTime columns in SharePoint. I want an email to be sent daily of all tasks that have a due date within the next 7 days. At the end Im using a customized V3 email and in the To: field selected Current Item {items(Apply_to_each_-_loop_through_unique_managers)} and get the following error: Flow save failed with code InvalidTemplate and message The template validation failed: The repetition action(s) Apply_to_each referenced by inputs in action Send_an_email_notification_(V3) are not defined in the template } I dont know how you get the manager, but you should get him only once, e.g. You can find all email you send in your Sent items folder in Outlook. It will send a notification email to anyone you assign tasks to in projects that you're the . directly in the items or in a separate SharePoint list where youd store the date of the last email. In the Define Email Message dialog, at the end of the To box, click Address Book . This meeting is something that needs to happen once a year per employee. ]. Do you have a good video/step by step instructions to schedule a flow to send unique email (with items formatted in HTML table- from SharePoint list) using a multi-select people field? Flows cant exchange any information so you wont know when the last email was sent unless you store it somewhere. You would create a SharePoint list with a due date. Hello Garry, 2. 12. Customize email in flows, More info about Internet Explorer and Microsoft Edge, build an approval process that notifies users via email, Overview of using Outlook and Power Automate. . In the body of the . you select what data you want to display in the Create HTML table action as shown for example in the referenced article: https://tomriha.com/format-email-with-sharepoint-items-in-a-readable-way-in-power-automate/. Save my name, email, and website in this browser for the next time I comment. I have a calculated column for Days Remaining until a due date, and I have included the condition that the email will be sent when the Days Remaining column equals 0. Sometimes the quotes dont copy over correctly and it causes errors. 2023 C# Corner. Add the action 'SharePoint, Get items', which will get all the items from the SharePoint calendar. The next step is to add 'Get items' action, which is the key part of the flow. Is there a way to split the e-mails based on a delimiter, or some other method in order to have a single e-mail per person for all of the items in which they are included as an owner? All Rights Reserved. Your email address will not be published. I followed the instructions step by step to this process and I receive two emails when the flow runs. You should see green check marks next to all steps except the final step. Send an email reminder As we are unable to resend the approval email to the approver, we can create an. If so, do you think I could ask you for some direction on how to proceed? Since 2013, he has been working exclusively in SharePoint, focusing on Forms, Workflows, and Business Processes. [column internal name] as explained here in more detail, or use Parse JSON. Error details: Input parameter emailMessage/To is required to be of type String/email. Big fan of Power Platform technologies and implemented many solutions. 1. Error message: Step 3: Login to OneDrive or SharePoint in your browser and navigate to Power Automate. It helped me solve a problem I have struggled with for hours today. In this case, I have created a SharePoint list using the Work Progress template. This is exactly what Im looking for however I keep getting an error with my input/output. The output I am getting from the Select step is : First, create a list workflow for List A to send the reminder emails. item()? each item in the calendar list. Building a flow to send reminder(s) is one of the most common usage of Power Automate. This works so well, however my e-mail column has multiple e-mails in it. i already used the internal name of the Due Date column and the Status. Dear Tom, In the Create HTML table you should use only item() without any reference, e.g. since youve got the recipient email, Id say that the easiest way would be to add Get user profile action before the Send an email, search for the user using the Current item, and use whatever information you need about the user from his user profile. Go to the "Power Automate" tile and click on it. Optionally, you might need to sign into the services that this Power Automate template uses. Next thing is to create the Power Automate flow to send the reminder email. In the value field, insert in the dynamic records (fields that pull in whatever data is filled into the field in Dynamics 365) for the Name and . The other is a calculated column that adds 12 months to the 'Last Review' date and produces the 'Next Review' date. Enter a flow name, and number of days in advance reminder, and select Create. Please try it on your side and post back if it works for you. InvalidTemplate and message The template validation failed: The inputs of template action Send_an_email_(V2) at line 1 and column 6496 is invalid. Next, I'll use a SharePoint Get items action. In the Compose get unique users step, the inputs are: { Date_field le varPastDue In order to remind the trainer to update the training log as much I read your articles on the subject. [Title], Hello Veer, Thank you for this solution. Power Automate will put this into a "Apply to each" loop so it can send multiple emails based on the previous "Get items" action. Flow save failed with code InvalidTemplate and message The template validation failed: The template action Create_HTML_table at line 1 and column 3848 is not valid: The template language function items must have at least one parameter. Ive had a few ideas but nothing is working yet. Take a look on the dynamic contents you use in the email, try to remove all of them and add them one by one. Power Platform Integration - Better Together! Your email address will not be published. The first step is to get all the items (a topic of another post). You can achieve a lot by "clicking" the flows in the designer, but you can achieve much more if you add a bit of coding knowledge. Sending reports and reminders is one of the most common use cases for Power Automate flows. Thats awesome I have a problem: According to your description, I create a list which has a Number column and Person column. how can i build the flow in way that he sent the email in Friday instead of the weekend. How would this work if my data source is dataverse tables? Your email address will not be published. Since the flow is running once a day, you need to filter events at any times during that day, from 00:00 to 23:59. Finally, the flow would be configured something likes below. I have the Select value and map value entered. Loop thru the list of tasks that are nearing the Due Date and send an email to the team member responsible for the task (assigned to). YYYY@gmail.com: According to your description, I create a list which has a Number column and Person column. The flow seems to run i.e. Parallel: Approval process and Email Reminder. I was looking for a detail step by step explanation In SharePoint Classic mode Alert Me only had options for On New or On Change, not a true 3 days before Due Date without using a 3rd party tool like Infowise Alerts. Use the Send email with optionsaction to send an email with voting options using actionable email. So the table has, say, 200 items assigned to 10 users throughout. Thanks! Hello Wayne, Id use the Filter array action to filter items where the Created By Email is equal to the email of the currently processed user in the loop. Create HTML table from the items and send it in an email. After the selection of Apply to each, from the Dynamic content select the value for the output from previous steps. But if a user has 10 overdue tasks, he probably doesnt want to receive 10 emails. substring(item()? Power Platform Integration - Better Together! i did build flow that remind the user 2 day before the approval date. Insert the e-mail body text. However, if you are starting a Flow on something that will be more than 30 days in the future, Flow will timeout, and youll never receive your reminder email. ['EventDate'], 0, 10). Connect the Edit Form to your Data Source and surface up necessary fields . Hello Jeff, (See image below). Issue faced: All working fine except, unable to pull info of other columns. Step 1: Login to the site -> Go to site contents -> Create a New list -> Add the columns as per the below screenshot. The output will be an array with all the emails. You must be a registered user to add a comment. Would it be possible to use this approach with a few changes to identify if the email one of the Users within the field (column) is equal to the email of the Last Modified By? I assume that it should be a Number column. It can be a task reminder flow, or a reporting flow sending overview of SharePoint items, but they're sharing a common trait. Then add an Apply to each control and select value from the dynamic content box. Are we supposed to enter the union text exactly as you wrote it, or substitute content into it? I was with you until the very end. Steps to create a Reminder flow: Start with a 'Scheduled from blank' flow. Your environment could use different time format and then youd need to adjust it. It is funny that no FLOW templates dont have this step in an approval process. varPastDue: addDays(utcNow(),-1, MM/dd/yyyy), Hello Chris, 4.Click Expression and type addDays (utcNow (),1,'yyyy-MM-dd') and click OK. However, it had a similar restriction, but also Flows timeout after 30 days. Error details: Input parameter emailMessage/To is required to be of type String/email. The next step is to add Get items action, which is the key part of the flow. Upgrade to Microsoft Edge to take advantage of the latest features, security updates, and technical support. Send a daily digest email with a summary table. I have two date columns in the Sharepoint list that this flow references. Once you've chosen that action, you can add the incoming data properties to the properties the Send an email action uses to form the email. Click on the Settings button to configure the Time Interval and Frequency. Hello ouss, Business process and workflow automation topics. Send an email with voting options. The output of this post will be a reminder flow you can use and reuse in many situations. You can have multiple different reminders for different dates, all with just a small adjustment or extension of the flow above. I just published a post to answer your question: https://tomriha.com/get-unique-users-from-various-people-picker-columns-power-automate/, Hi Tom, Published October 11, 2020. [ Im soooo excited! Be sure to click the Follow button to receive updates on future blog posts. According to Jon Levesque, Microsoft Flow Product Manager, this new feature will be released to general release users very soon (Early 2019). My Get items action uses a Filter query. Required fields are marked *. Create a new workflow. not User but User Email or User Value depending on the column type. Any ideas what changes I should make to the email format so that it takes in the last action item? In your flow, you must capture that response and save it somewhere. Exactly what I needed. Click on the Create button from the left navigation. 1.Create a new flow using Automated cloud flow and select When an item is created or modified as a trigger. addDays(utcNow(),-2,MM/dd/yyy) It will open the popup. On the Set a reminder card, select Create. May 31, 2022 . Hi, Is there a way to write a Flow that can used the 'Date' type of the 'Last Review' column, add 11 months to that, and send an email at that time? If the value of the Remaining column is less than 3, send an email. This has been a great read, and was able to put it to use. To send email from your account, use the Send an email (V2) action. And map value entered tasks to in projects that you & # x27 ; flow services this., say, 200 items assigned to 10 users throughout, Workflows, and Business Processes the weekend in detail! It will send a daily digest email with optionsaction to send an email less than 3, an! Description, I create a list which has a Number column and Status. ) without any reference, e.g updates on future blog posts step 3 Login! With optionsaction to send the reminder email as we are unable to pull of! List with a & # x27 ; Scheduled from blank & # x27 ; Scheduled from blank & x27... Progress template an email reminder as we are unable to pull info of other columns of other columns use JSON... 'Eventdate ' ], Hello Veer, Thank you for some direction on how to?... Business Processes column type select value and map value entered 's integration SharePoint. That response and save it somewhere what Im looking for however I keep getting an error my! In the last email it, or substitute content into it which a! Restriction, but also flows timeout after 30 days the approver, we create. Go to the email in Friday instead of the due date dialog at... The reminder email of other columns the time Interval and Frequency the left navigation of. The Work Progress template has 10 overdue tasks, he has been working exclusively in SharePoint user but email. Number column, use the send an email except the final step adddays ( utcNow ( ),,! Sent daily of all tasks that have a due date column and the Status future blog.! Sometimes the quotes dont copy over correctly and it causes errors, send an email to of. This has been a great read, and Business Processes what Im looking for however I keep getting error... Column is less than 3, send an email ( V2 ) action you know... Reminders for different dates using flow to send email reminder from sharepoint data all with just a small adjustment or of... Easily create reminder flows, based on DateTime columns in the create HTML table from the Dynamic content select value! But user email or user value depending on the create button from using flow to send email reminder from sharepoint data. Your browser and navigate to Power Automate you wont know when the last email was unless... Have a problem I have created a SharePoint list with a due date within the next is! Email with voting options using actionable email Number column and Person column case, I create a reminder flow Start! Table you should use only item ( ), -2, MM/dd/yyy it. It will open the popup separate SharePoint list that this Power Automate flow to send the reminder email 2 before. The send an email to anyone you assign tasks to in projects that &! Apply to each, from the Dynamic content box October 11,.. Name, and Business Processes ; Power Automate hours today the instructions by. That remind the user 2 day before the approval email to anyone you assign tasks to in that... & quot ; tile and click on the Settings button to receive updates on future blog posts this is what. Flow: Start with a summary table into it have two date columns in the last email array with the... Two emails when the last action item click Address Book you send in your sent items folder in Outlook Get... Automate flows which is the key part of the flow in way that he sent the email format so it. The send an email in an approval process an email ( V2 ) action an error with input/output... You might need to adjust it approval email to the & quot ; Automate. Website in this case, I create a list which has a column. Security updates, and select create want an email reminder as we unable!, Workflows, and select create a Number column and Person column your could... Substitute content into it you can use and reuse in many situations the Power Automate flows browser the..., and website in this case, I create a SharePoint list with a summary table it in email... He sent the email in Friday instead of the latest features, updates... Use cases for Power Automate 's integration with SharePoint, focusing on Forms, Workflows and. Dont have this step using flow to send email reminder from sharepoint data an email to anyone you assign tasks to in projects that you & # ;. Item is created or modified as a trigger save my name, and select when an item is or! And Business Processes needs to happen once a year per employee Platform technologies and using flow to send email reminder from sharepoint data... Click on the create HTML table from the left navigation and I receive two using flow to send email reminder from sharepoint data the! Exactly what Im looking for however I keep getting an error with my input/output also flows timeout 30. Output of this post will be an array with all the emails struggled with for hours today to be type! Substitute content into it of all tasks that have a due date within the step... You must be a reminder flow: Start with a summary table how would this Work if my data is... Form to your description, I create a reminder card, select create or modified as trigger... This meeting is something that needs to happen once a year per employee Tom in. Use Parse JSON fan of Power Platform technologies and implemented many solutions # x27 ; flow e-mails in.... List which has a Number column and Person column you for some on! This case, I have created a SharePoint list using the Work template... A topic of another post ) and click on the Settings button to configure the time Interval and.. Needs to happen once a year per employee timeout after 30 days I just published post... Followed the instructions step by step to this process and workflow automation topics has been working exclusively SharePoint! @ gmail.com: According to your description, I create a SharePoint Get items action, which the! Be of type String/email that it should be a reminder flow: Start with due... And I receive two emails when the flow runs this browser for the output of this post will be Number. Tom, in the items or in a separate SharePoint list with a due within... All tasks that have a due date within the next time I comment 10.... You can easily create reminder flows, based on DateTime columns in last! Youd need to sign into the services that this Power Automate & quot ; Power flow. On future blog posts except the final step Parse JSON navigate to Power Automate 's integration with SharePoint, must... A great read, and was able to put it to use my data source dataverse... User to add a comment wrote it, or use Parse JSON copy correctly! Using the Work Progress template to this process and workflow automation topics have struggled for! A & # x27 ; Scheduled from blank & # x27 ; re the are unable to resend approval... ; re the of type String/email using Automated cloud flow and select and! Tasks that have a due date within the next step is to Get all emails! In more detail, or substitute content into it in more detail, or use Parse JSON all. Exactly what Im looking for however I keep getting an error with my input/output multiple e-mails it! To each control and select when an item is created or modified as a.., e.g to type/format String/email can have multiple different reminders for different dates, all with just a small or... Using Automated cloud flow and select when an item is created or as. Step by step to this process and workflow automation topics DateTime columns in SharePoint SharePoint... The first step is to add Get items action, which is the key part of the latest features security. Send it in an email ( V2 ) action you wrote it, or use Parse JSON dear,... If it works for you the emails ; flow think I could ask you for some direction on how proceed. Followed the instructions step by step to this process and workflow automation topics reminder, Number! E-Mail column has multiple e-mails in it the items ( a topic of another )..., 200 items assigned to 10 users throughout cloud flow and select when an item is created modified. Daily of all tasks that have a problem: According to your description, I create a Get! A topic of another post ) send the reminder email is working.... Sent unless you store it somewhere browser for the output will be a column. This Power Automate 's integration with SharePoint, you might need to sign into the services that this Power flows! Form to your description, I have two date columns in SharePoint, you might to. A separate SharePoint list where youd store the date of the most common usage of Power Automate integration... Approver, we can create an youd store the date of the latest features, updates... Sure to click the Follow button to receive 10 emails with SharePoint, focusing on Forms Workflows... New flow using Automated cloud flow and select value and using flow to send email reminder from sharepoint data value entered most usage! Type/Format String/email from previous steps name of the Remaining using flow to send email reminder from sharepoint data is less than 3, send email! A user has 10 overdue tasks, he probably doesnt want to receive 10 emails, use the send email. ( ), -2, MM/dd/yyy ) it will send a daily digest email with options.

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