Repurposing a SharePoint "Send a reminder" flow

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  • Опубликовано: 11 дек 2024

Комментарии • 12

  • @lornasimes6654
    @lornasimes6654 Год назад

    This was incredibly helpful, thank you!

  • @IanRichardson2
    @IanRichardson2 6 месяцев назад +1

    Exactly the information I needed. Thanks, Chad 👍👍

  • @elansinatrya5664
    @elansinatrya5664 10 месяцев назад

    Hi Chad,
    Thanks for ur tutorial!
    it's working 👍👍

  • @joyan0001
    @joyan0001 3 месяца назад

    Hi Chad, If I don't want to use my account as the sender, what is the best option in this flow to use a generic sender "Microsoft Flow" instead?

    • @cvkealey
      @cvkealey  3 месяца назад

      There is a "Mail" connector with just one action ("Send an email notification (v#)" - the # was 3 the last time I used it, not sure if it's been updated since) that sends from a Microsoft-managed service account.
      If there's a chance people will respond to the email, you might want to look into using a shared mailbox. There's no license cost for a shared mailbox, you just need your M365 Exchange admins to create it for you (unless you are an Exchange admin).

  • @AmitkumarSharma-f3x
    @AmitkumarSharma-f3x 7 месяцев назад

    Hi Chad,
    My condition is that when any item is added to the sharepoint list or library, a mail should be sent to the wealthmanager everyday at 9:00 AM that this item or news has been added. how can make

    • @cvkealey
      @cvkealey  6 месяцев назад

      You need to more clearly define what you want to do. It sounds like maybe you mean every day at 9:00 you want an email sent to the "wealthmanager" (I'm not sure what that means?) listing anything added or created in the previous 24 hours? Is that correct? If so, you just need a daily recurring flow that gets items from the list or library where Created is greater than or equal to the current date and time minus 24 hours.

  • @shitalkadam9789
    @shitalkadam9789 10 месяцев назад

    Hi Chad, thanks for this tutorial. However, suppose if one owner has multiple documents in 1 library and I want to send a monthly reminder to the owner containing a list of links to documents that are due for review. The current solution sends individual emails for each document/file. I want to send 1 email which includes links to all documents/files. Is that possible?

    • @cvkealey
      @cvkealey  10 месяцев назад

      Yes, this is possible. Basically, you would have a flow that runs once a month and retrieves all items with a "reminder date" that's within the desired time frame. Then, from that data, you need to get a unique list of "owners". Then, for each unique owner, get "their" documents from the initial list and send them an email.
      So, this entirely do-able, but involves a bunch of data manipulation. This video: ruclips.net/video/afqvGAb20Dw/видео.htmlsi=yjnMhdAbv5ofph5O would be a good primer on how to do some of that manipulation.

  • @RahmaAmayATS
    @RahmaAmayATS 2 месяца назад

    halo why i'm not get the email. any problem with my flow? can u help me

    • @cvkealey
      @cvkealey  2 месяца назад

      If you're not getting the email, then I would suspect there's something wrong with your flow. It's difficult to troubleshoot these issues through RUclips comments. I recommend you post a message in the Power Automate Community (community.powerplatform.com/forums/thread/?groupid=46ce02a3-e1a7-4176-81fc-d93a4001d287) with some screenshots of how your flow is configured and an explanation of what you're trying to do.

  • @AmanShaikh-bl9qi
    @AmanShaikh-bl9qi 5 месяцев назад

    Great!