Sending Emails using Power Automate based on Status and Date Columns in Excel

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  • Опубликовано: 30 сен 2024

Комментарии • 16

  • @vitumrtns
    @vitumrtns 5 месяцев назад +6

    This video has a lot of useful information, but for those who are beginners can be a little confusing. I think I have to watch the other classes in order to understand the details. Great video, Jeff.

    • @jeffrhodes
      @jeffrhodes  5 месяцев назад +1

      Thanks for taking a look and for the feedback. I'll see if I can create a scaled back example targeted at beginners. Thanks again.

  • @sohadaneen7639
    @sohadaneen7639 7 месяцев назад +1

    Hi Jeff, Nice Vedio, I have an requirement like , I have sent Initial mail and after needs to send update on top of it initial mail, how can we achieve this? My source data is Share point excel sheet where I have values like Initial ,Update, Skip, Resolution where ever I changed the status I need to send an email on top of it Initial mail only.

    • @jeffrhodes
      @jeffrhodes  7 месяцев назад

      I think I understand. The challenging part is making sure you don't inadvertently send too many emails. If the statuses are pretty well defined, I would go with a separate date column for each one. Is if one of the statuses is Update, I would have an UpdateNotificationDate column. So if the flow sees and Update status and now UpdateNotificationDate value, it sends an email and writes that date/time. The next time around, the flow looks at the UpdateNotificationDate and compares to the current date to see if the required time has gone by. If not, it skips the notification. If so, it sends another email and writes the new date to the column. The similar things happen for the other statuses. Hope this helps!

  • @silvirusi5978
    @silvirusi5978 5 месяцев назад +1

    Thanks for the video! Super useful

  • @baielisaev8398
    @baielisaev8398 8 месяцев назад +1

    That is exactly what I needed! Many thanks!

    • @jeffrhodes
      @jeffrhodes  8 месяцев назад +1

      Great to hear. Thanks for taking a look at the video!

  • @ryanpredenkoski1776
    @ryanpredenkoski1776 2 месяца назад

    I may be late to this video but wanted to see if it this method is still working as intended. I followed the video step by step and when I hit run, I get an email in a constantly loop. The script is not seeing that the person on the row has already recieved an email. Just not sure how to debug this issue :(

    • @jeffrhodes
      @jeffrhodes  2 месяца назад

      It sounds like the logic checking the varLastNotificationDate is having trouble. You might look at around 9:45 into the video up to 14 min to compare your setup. The gist of the logic is to first check the status. If it is incomplete, we read the most recent notification date, convert it to ticks. We then compare the current date (again converted to ticks) and see if at least 7 days has gone by. If so, we send another email and write today's date as the most recent notification date. Be sure that you write this date correctly to Excel. This is around 18:30 in the video. Hope this helps!

  • @AnthonyMallaci
    @AnthonyMallaci 6 месяцев назад

    Hi Jeff, I'm trying to do something similar, do you know if the condition function in Power Automate will correctly reference the table column text mentioned e.g "incomplete" but the column itself that has the text in Excel is a formula?

    • @jeffrhodes
      @jeffrhodes  6 месяцев назад

      I haven't tried it, but I would think that Power Automate would interpret the value as text even if it is generated via a formula. Come back and comment if you have time when you try it.

    • @Gaziz85
      @Gaziz85 2 месяца назад

      Confirmed, Power automate conditionsrecognizes a cell value even if generated by a formula

  • @jessapucot9062
    @jessapucot9062 6 месяцев назад +1

    you're a life saver!

    • @jeffrhodes
      @jeffrhodes  6 месяцев назад

      Glad this was helpful. Thanks for leaving a comment!

    • @jessapucot9062
      @jessapucot9062 6 месяцев назад

      ​@@jeffrhodesi'm having this issue where in if the value has period(.) in between (ex.jessa.p.p) it's not shown in the email :(