Repurposing a SharePoint "Send a reminder" flow

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  • Опубликовано: 31 окт 2022
  • There's a shortcut in SharePoint libraries and lists that lets you easily create a "reminder" flow (provided there's a date column in the list/library) which can be pretty handy. But, more useful might be notifying someone specific about that file/item. In this video, I'll show you how to do that!
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Комментарии • 7

  • @IanRichardson2
    @IanRichardson2 7 дней назад +1

    Exactly the information I needed. Thanks, Chad 👍👍

  • @lornasimes6654
    @lornasimes6654 8 месяцев назад

    This was incredibly helpful, thank you!

  • @elansinatrya5664
    @elansinatrya5664 3 месяца назад

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

  • @shitalkadam9789
    @shitalkadam9789 3 месяца 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  3 месяца 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.

  • @user-cq7it2xp9o
    @user-cq7it2xp9o 27 дней 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  12 дней 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.