Видео

hi there - you'll want to still create a scheduled daily workflow and use the action get past date and use 7 days as the date you want. Then ensure that this date value has a structure of 2024-05-21 for example - you can use UTC then the text action to substring the utc to just the date, then use get items and apply a filter where datedue eq 'your date value' Then apply to each and send your email. I hope that makes sense - if you want me to spin up an example of how to do that I can - just let me know!

Hi - please can you let me know if you are seeing any errors in the workflow runs? or if the workflow just isnt finding the correct items? or something else? If you let me know as much as you can - I'll be able to give you some help. Thanks!

@@Richie1902 I have found no errors.

Hi Taylor - yep - when you use the get Items action in Power Automate - you can toggle the odata filter to pull back whatever data you need - so if you have specific values you need to pull back thats where you would do it. So due date eq today and status eq open type thing - then you only get the data you need. If you need to pull different status types back - you but only run the notification on a particular status you could either use the data operation of Filter to reduce the items down to just what you want OR you could use Apply to Each and have a condition within the apply to each step - so if a value eq the value you want then do something. Filter is a bit easier/efficient Let me know if this helps!

Hi Kirsten - in the o365 get users action in Power automate there is 'Given Name' which is generally your first name.. but depends if your IT have populated it. On a sharepoint person column you really only have display name which is your first and last name. So you could use an apply to each email found and get user profile from the o365 users action to achieve this.. Hope this helps - just let me know if you'd like a walk through clip on doing this.

Thanks Richard. I’m actually using a SQL table to get my data. I’ve used your flow and it works, but as soon as I use the ‘Forename’ from my SQL table in my email, it’s adds another ‘Apply to each’ step in 😕

@@KirstenChinnock - is the Forename column in the same row/table as the item you are running the check on to get the items? So you will have a list items, then an an apply to each item. Can you put a compose into the apply to each action where you are getting the record and use an expression maybe to show the forename? If you wanted to send a screen shot of how you have the actions configured I might be able to help more rich@brighterdays.co.nz Cheers

@@Richie1902 thank you so much for the reply, I will take a look and see if I can work it out. I'll drop you an email if not, thanks again! :)

@@KirstenChinnock - new tutorial to show how I tackled this is here - ruclips.net/video/BkMuz3yONmE/видео.html enjoy!

Hi Rebecca - can you look at the flow run with the error and see the format that the date has come through as? Also - can you let me know if the sharepoint column you are using is a date only or a date + time type? Happy for you to send screen shots of what you are seeing / your workflow to rich@brighterdays.co.nz

@@Richie1902 thanks Richard, I ended up figuring it out by watching a different tutorial. One detail which I don’t believe you mention is if the column name has spaces on your SP site, you have to remove these as SP does not read spaces. That was my issue! So simple! But thank you as your video helped enormously 👍🏻😊

sure is - just change the filter to get anything that is overdue - so duedate lt today.. lt less than gt greater than - wanna go with due date less than today I think. Good luck!

Hi Christian - I did this demo quite a while back and for a consultancy where I'm no longer based.. so I cant get you the original :) but I could whack together a replica with a similar structure - pretty sure the top section is just a table with the active content controls in place, then a 2 column table with the relevant controls in that - if thats ok with you - send me you email to rich@brighterdays.co.nz

Thanks Richard I sent you message

Hi Remy - ooh wow I put this out 4 years ago, when I was at a different consultancy - so I'll have to rewatch it again and replicate. Are you trying to do the same as you see in the clip? or something different? If different let me know your goal and I'll try to help as best I can! Cheers

Hi there - if the workflow isnt returning any values - I would take a look at workflow run and expand the get items action and check the date that is being looked for and any other values in the odata query - then check your data source and do a comparison. If you think something should be getting returned we can look at your odata query and validate it then adjust as needed.. Let me know how you are getting on?

@@Richie1902 Thank you so much for the guidance. I realized the flow was not returning values because I set it up on the Document library. I created a new library and applied the flow there, and it ran fine. Thanks for sharing valuable content that broadens our knowledge about workflows and power automation.

@@anamahmed2765 - awesome!

Hi there - if your person column is a single select type you should be able to call the column name.email from the dynamic content pop up box in Power Automate? If its a multi select person field - check out my video on this one - ruclips.net/video/QYCnODQtlBY/видео.html Let me know how you get on.

Have you got the solution

Thanks for the feedback! Glad it helped! I've sorted my mic in my more recent videos - sorry about that.

Yes it really helped tremendously. I spent so much time converting time, etc etc....this was awesome. And, thank you for letting me know about the mic @@Richie1902

Hi there - yep - here you go ruclips.net/video/QYCnODQtlBY/видео.html

sorry but i didnt work for me, please assist

Thanks for the feedback John - this is a pretty old clip now and my world has improved in terms of having a better mic. Cheers

Hi Francis - you can use an expression for this if you wanted to or the convert time action. Convert time is still very usa date format but if you were ok with a format like Wed 16th August that might work. Else using the expression editor would help like this formatDateTime(items('Apply_to_Each')?['YourDateField'], 'dd-MM-yyyy') just add in whatever the item is that you want to convert.. Hope this helps! Rich

Hi Gladys - the url for the app doesnt change as you update its versions / republish it so your QR code link will remain the same. The run time of the app gets updated to bring in new features and show your latest changes, but the link via a QR will always remain the same.. Hope this was the question! let me know if that answer it!

Actually, I should have specified - I need all Display Names in the multi select person column in the table. Hope you can point me in the right direction!

Hi @emmabennetto - thanks for the feedback! This could be a little tricky - as the second get items pulls back the whole column - so you'd possibly have more than 1 name in the field - easy option here is to drop in a Get User Profile V2 action and use it in the Apply to Each Person Recheck List section - use the Compose Email action to search for the user and you'll be able to use their name as needed in the table or email as needed. You could also edit the Select and Parse JSON steps to get this as well - but get User Profile is the simplest option to me..

@@emmabennetto ok - so here you'll want to initialize a variable - string type. Then in the workflow after the Get Items Filtered action and before the compose CSS input - drop in an apply to each, select the value action of the get items filtered, then add in another apply to each inside this loop and select MultiPerson DisplayName from the dynamic content - it should show - you may need to scroll down through the dynamic content or search.. Then use Append to String variable action to put in the display name to the variable as its inside a couple apply to each actions you should be able to use the expression of ítem()?['DisplayName'] in the append to string variable. You should also put in a a space or delimiter too - either as another append to string action.. or within your expression. Then in your table just use the variable. After the email action you will need to clear the variables value - use set variable and select the same variable you are using for display names - then use the expression of null for the value. Should work! if you get stuck - just message again! Good luck

@@Richie1902 Thanks so much for this - I really appreciate you taking the time to help. The display names are working - fantastic! But now I'm getting two emails (same content). Any chance you can help me resolve this one?

@@emmabennetto - happy to help! the key here will be where the email exists in the workflow and how its getting populated. I'm in New Zealand time zone - not sure where you are! but if you wanted to jump on a teams call to quickly triage this - I'm happy to help you. I can also update my local copy of this workflow and add in this update to see if I can replicate what you get.. and offer a solution. for teams - rich@brighterdays.co.nz

hi - so 2 things to try - go to the sharepoint column via list or library settings and then click on that columns name - in the url you will see the system name of the column - copy that name and put into your filter - sometimes the names do get cut off a bit.. second check - do a get item - put in an id with no filter - with a ID value you know has a value on this column - run the workflow and then view the results of the run expand the show outputs area and compare the column name to see if different.. Hope that helps you find the column!

Will try! Big thx!!@@Richie1902

Hi there - you could use the odata filter of startswith if you use eq then you need an exact match, but starts with will find the userid if its in the file name - file name in an odata filter for a sharepoint doc will be fileleafref vs name just as a heads up. Starts with will support you - but you may pull back more data than with an eq - so i guess check you can pull back exactly what you want with that method. Hope this helps.

@@Richie1902 Thank you for the reply. My hope is to set it up where it will dump all the attachments in a folder pre-named and then once they are sent it will move those files from the folder so hopefully as long as all userid are unique only one will pull.

@@Xadanar best of luck!

Hi there - yes you could use the odata filter of lt for less than rather than the eq for equals and that will find anything with the date older than the one you specify - so if you use the same set up for get past date of 14 days then filter your sharepoint list with a lt rather than an eq you should be good to go. Hope that helps!

@@Richie1902 Hi. Thanks for getting back to me! So, if I already have a filter in my Filter Query within the "Get Items Filtered" action that says Status eq 'Pending', in order to only get SP List entries that were made greater than 14 days ago (because I don't want anyone to be notified on entries they made less than 14 days ago) would I then write: Status eq 'Pending' and Created lt getPastTime(14,'day')

@@mariamel-agha3114 Hi - looks ok - to be honest I like to use the action 'get past time' and toggle that to 14 days, then use a Text action - substring (0,10) that cleanly pulls in a date that sharepoint likes such as 2023-07-19 and put that into your odata filter. But you can also write an expression for get past time as well. Hope this helps!

@@Richie1902 Thanks! My expression *seems* to work - hopefully it stays that way. But if anything goes sideways, I'll definitely come back to your suggestion. One more thing...do you know, or have a video on how (or if) I could play out the following scenario in Filter Query as well: My filter query (loosely) looks like this: Status eq 'Pending' and Created lt getPastTime(14,'day') or Shipment eq 'Scheduled' and Created lt getPastTime (14,'day') That said, is it possible to then add one more filter for my Shipment column to where it does NOT bring in SP list records for items where the Shipment eq 'Scheduled' but the date they have it scheduled for still has not passed at the time the flow runs (the date they scheduled the shipment for is in another column titled 'Shipment Scheduled Date, but I'm not calling that out in my FIlter Query...however maybe it might be necessary to do so?). BUT, I would want it to bring in records where Shipment eq 'Scheduled' and Created lt getPastTime(14,'day') where their Shipment Scheduled Date HAS already passed at the time the flow runs That was probably a lot....but does that make sense / is it possible?

@@mariamel-agha3114 - Hi - I think if you wrap your odata filter up in to section using brackets you should be able to get the correct syntax working - so (filtera eq 'this' or filterb eq 'that') and filter c not 'test' or similar.. best bet is to check out odata syntax - but I think you are ok if you can break it down.

Hi - do you mean emails with attachments - I have a couple recordings around attaching files - please check out ruclips.net/video/-E5AzqM1_R8/видео.html and ruclips.net/video/IhIZ1qmcYII/видео.html and see how you go!

Hi there! Best steps to try to work it out are to look at a flow that has run and and click on each of the get items actions to see what your filter is asking for then compare that with the list details. If that checks out - have a look at where in your flow you have the email action - it may be sitting outside of an apply to each and so is spamming all users based on the full result of the flow? Another action would be to check if you are clearing your variable for users - could be that its building up an array of emails as the workflow progresses... Tricky without seeing it! I'm at Rich@brighterdays.co.nz if you want to send any screen shots over to check - hard to tell with out seeing it! Best of luck!