Power Automate End of Month and Start of Month with Recurrence Flow

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  • Опубликовано: 27 май 2024
  • Learn how to quickly build a recurring flow that checks if today is the last day or first day of the month. Nothing terrible complex but a good excuse to look at some Power Automate Date expressions and see a real-world use case.
    UtcNow, StartOfMonth, AddDays, Condition, Compose action, and Recurrence trigger all shown.
    Power Apps Consulting and training at www.PowerApps911.com
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Комментарии • 61

  • @thomasschaub9474
    @thomasschaub9474 3 года назад +1

    Very clever Shane! Thanks for this tip! 😃😃

  • @carlrigefsky3380
    @carlrigefsky3380 Год назад

    Shane,
    I'm new to power automate. I'm trying to create a scheduled flow that runs on the 1st & rd. Monday of each month. I started with it running every Monday, to test the rest of the flow.
    Thanks

  • @CaptCJ1969
    @CaptCJ1969 2 года назад

    Hi Shane, another great video. Is there a way that you could get it to check if 2 days time is the last Friday of the month? Thanks

  • @mammiiipeyt1664
    @mammiiipeyt1664 2 года назад +1

    This video really helps me. Thank you.

  • @salikanwar1886
    @salikanwar1886 Год назад

    Hi Shane,
    I have seen your video and you have explained it nicely. Can you help in creating a flow which sends reminder to people who have not filled an entry (only to those who have access to the list) when no item is added on SharePoint list? Is it possible to achieve this? Would appreciate if this can be done.

  • @camilomonsalvem8261
    @camilomonsalvem8261 2 года назад

    nice video Shane. I have a doubt, i have a sharepoint list with item an each item have a date, those items are contracts. If this contracts have to create for hymselfs weekly, monthly, anually, etc because they renovate. How would i do it? Thanks Shane

  • @gayathrij9098
    @gayathrij9098 19 дней назад

    Hi, could you please let me know what we can do for the last day of the current quarter.

  • @sueamin2788
    @sueamin2788 3 года назад +1

    Love this! Thank you. Can you show or point to a video for: "When a status changes, how to pull a modified date from SharePoint list/library, add say three days and compare again with say status and act if condition is met dealing with UTC/EST?" Please.

    • @ShanesCows
      @ShanesCows  3 года назад

      I think the best I have right now is ruclips.net/video/dbsc-Mvh7Co/видео.html where I talk about time zones

  • @rachitsinha5285
    @rachitsinha5285 2 года назад

    Hi Shane,
    Could you please guide on "How to fetch first Monday or any other day of every month."

  • @buhogris
    @buhogris 3 года назад +1

    Great video as always., thanks for putting so much effort in these QTT... I have a question, what I would have tried to do is to compare the month of today vs the month of today+1 day, but I have no idea if there is a function to get the only the numeric value of the month with flow formulas... Do you have any pointers on where I can read more of the available formulas and the syntax that can be used for flow expressions? Thanks!

    • @ShanesCows
      @ShanesCows  3 года назад +1

      This video does exactly that? You could also use the FormatDate expression or action to break a date down to its month number.

  • @carlosalexleon
    @carlosalexleon 3 года назад +1

    Hey Shane thanks for the refresher on this one. Question: Have you made a tutorial on using the microphone? I couldnt find it.

    • @ShanesCows
      @ShanesCows  3 года назад +1

      I have not. I haven't used it for any real projects so haven't gotten to learn it yet.

  • @sathishkumar_bhutharaju
    @sathishkumar_bhutharaju 2 года назад

    Great video!!!! I have one request in pagination reports can we set automated email excel export for every month 1st week day?
    please could you help me on this...??

  • @malikaouenza945
    @malikaouenza945 3 года назад +1

    great video . Thank you

  • @PowerThingsWithWes
    @PowerThingsWithWes 3 года назад +1

    FIRST!!!!
    Also, clever logic function there. This can be very handy.

    • @ShanesCows
      @ShanesCows  3 года назад +1

      This is why you are my favorite Wes! 🐶

  • @debbieolson9424
    @debbieolson9424 2 года назад

    I am trying to created a recurring task in planner for the third Monday of every month. I can't figure out the dates. Any tricks? Thank you!

  • @pw.70
    @pw.70 18 дней назад

    Wouldn't this be more straightforward to say `addToTime(addToTime(startOfMonth(utcNow()), 1, "Month"), -1, "Day")` - That's adding a month to the start of the current UTC month, deducting 1 day?... The only issue with this will be at the beginning and end of the month, however, when you'll get a bit of UTC time-zone crossover. I'm new to all of this, so if you could correct me if I'm wrong, I'd really appreciate it.

  • @mandysingh3878
    @mandysingh3878 Год назад

    I have question I want to add numeric value 2 on list item value on first of the month.please help me how will update it.

  • @DZdenka
    @DZdenka 3 года назад +1

    Hi Shane. I guess I can build the same logic in the Recurrence Trigger condition, right? If I schedule it run daily.

    • @ShanesCows
      @ShanesCows  3 года назад

      Maybe? I haven’t tried.m that

  • @dylsk8r
    @dylsk8r 2 года назад +1

    Shane,
    looking to trigger a flow on lease docs when expiration date is 30 days away. i have been searching for a long time and cant find a solution. maybe you can help point me in a good direction... thank you for all the wonderful content.

    • @ShanesCows
      @ShanesCows  2 года назад +1

      This video Scheduled Flow and SharePoint oData query - Using Recurrence to check for overdue approvals
      ruclips.net/video/qGqqQjGMun8/видео.html Have the flow run every day and check if any items meet your criteria 😎

    • @dylsk8r
      @dylsk8r 2 года назад

      @@ShanesCows thank you! i will watch that right now.

  • @ayndeniable
    @ayndeniable 8 месяцев назад +1

    Hello! I'm just wondering if it's possible to send a scheduled email via automate every 2nd working day after the last end month?

    • @ShanesCows
      @ShanesCows  8 месяцев назад +1

      Yes, you would have to work out the conditional logic but it is possible. The recurrence would be daily then the first step of the flow would be to check is the day the day you want or not. If yes, then send.

    • @ayndeniable
      @ayndeniable 8 месяцев назад

      @@ShanesCows Thank you for this. I appreciate it. Will try doing that 😁

  • @diegomarino25
    @diegomarino25 3 года назад +1

    hi shane, i have a calendar app on power apps, is it possible to have a notification when the date/time is due?

    • @ShanesCows
      @ShanesCows  3 года назад

      Yes, adapt this flow to only return items that are due. Then send a notification. 😊

  • @prasadmotupalli7638
    @prasadmotupalli7638 Год назад

    Great video @Shane Young.
    I configured a Scheduled flow on monthly basis, starts from start of the month(1st Jan),
    when it will trigger on every month?1st Jan, 1st Feb, 1st March like this? or not
    Could you please clarify me.

    • @Stayner
      @Stayner Год назад

      Every month will trigger the same day. In this case the 1st

  • @snuggles4eva
    @snuggles4eva 3 года назад +1

    In Forms I am using a dropdown with multiple branching with the same name. In Flow I am trying to use to ignore all the empty values and keep the selected value but cannot get it to work. Is this something you have come across? I have gone through all your videos on Flow but cannot find the solution. Thanks you.

    • @ShanesCows
      @ShanesCows  3 года назад

      Hey Phil - I haven't done that one yet. Sorry

  • @ronbakker1300
    @ronbakker1300 3 года назад +1

    Thanks Shane

  • @shubhabratadey
    @shubhabratadey 11 месяцев назад

    Awesome..😀

  • @securesunvall7253
    @securesunvall7253 Год назад +1

    thank you for this , A much easier way to get EOM !!

    • @ShanesCows
      @ShanesCows  Год назад

      Happy to help. Have a great day. 🐶

  • @tonya3308
    @tonya3308 3 года назад +1

    I am still looking for a solution on how to print a form or report from PowerApps. Related to this, a multi column pdf report export would be handy as well. Any ideas?

    • @ShanesCows
      @ShanesCows  3 года назад

      I have a video on printing with a 3rd party ruclips.net/video/m4Fu9af2h1c/видео.html I also have a lot of PDF creation content. You can't print the screen but you can recreate it. Half of our customer projects include making a PDF these days.

    • @tonya3308
      @tonya3308 3 года назад

      @@ShanesCows Does anyone know why Microsoft doesnt have a print function for PowerApps? This seems like a basic requirement especially for companies that need to maintain hard copy records or wish to save complex reports to PDF.

  • @sassyshine1829
    @sassyshine1829 Год назад +1

    How to get the last Friday date of previous month?

    • @ShanesCows
      @ShanesCows  Год назад +1

      It is possible. You will have to create logic to do it but is possible. I haven't done it before though. I would use this same logic idea but work backwards from the last day of the month until you find a Friday.

  • @nayanakumari2703
    @nayanakumari2703 3 года назад

    I dont want to delete the last day of the every month file. If file doesnt exist of last day then i dont want to delete last but one day file in power automate

  • @n2datasolutions443
    @n2datasolutions443 3 года назад +1

    Hi Shane, powerapps doesn't appear to let users clear and save 'date/choice/ lookup/ person and other data types. Upon submitform() the original values are retained and it fails to clear, no error messages are given so it can be pretty misleading to users who belive they have cleared there data. Do you know of a solution!?

    • @n2datasolutions443
      @n2datasolutions443 3 года назад +1

      Thanks for the video BTW, great content as always!!!

    • @ShanesCows
      @ShanesCows  3 года назад

      I don't. I wish I did. I get this question from time to time :(

  • @rnavarrette2010
    @rnavarrette2010 3 года назад

    Say if I wanted to run this for every month of the year on every last day of the month besides February, would it work start of the month -1 in the compose of start of month tomorrow? Thank you.

    • @ShanesCows
      @ShanesCows  3 года назад +1

      The logic I showed first checks to see if Today is the last day of the month. By checking if tomorrow is a different month then today. So I think you have what you want?

    • @rnavarrette2010
      @rnavarrette2010 3 года назад

      @@ShanesCows I think so although was calculated for February with 10 days left where month to month varies -so was thinking calculating start of month minus one would work for all months to determine last day of month?

    • @ShanesCows
      @ShanesCows  3 года назад +1

      @@rnavarrette2010 I only did 10 because it was the 18th the day I was doing it. 1 day is correct

  • @officesolutions6760
    @officesolutions6760 3 года назад +1

    Hi Shane, How To Create An Online Course LMS Website With powerapps

    • @ShanesCows
      @ShanesCows  3 года назад

      I haven't done it. SOrry.

  • @gerfer6261
    @gerfer6261 3 года назад +1

    If (EOM) check the pay check else go to sleep 😴 again 👍👍👍👍