I have a task list assigned to various users. I would like to trigger an automated email to the Assigned To user when the value of the Start Date column equals Today. What would be the best way to do this? I have been looking at workflows and Power Automate, but it's quite intimidating to a new user.
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Are you using SharePoint Online? Have you build any workflow/power automate flow and it is causing issue or you are just trying to figure out which one to use?– Ganesh Sanap - MVPCommented Mar 16, 2020 at 12:17
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1check this, this and this. You will get some idea about it.– Ganesh Sanap - MVPCommented Mar 16, 2020 at 12:23
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Thanks @GaneshSanap those links were really helpful. Yes I am using SharePoint online. I nearly have a flow working but I can't seem to use a task list for the Get Items action?– JohnGISCommented Mar 17, 2020 at 12:33
1 Answer
Ganesh's link is helpful. Please have a check on them. I made a sample flow here which checks the start date column in my list everyday and send an email when it equals today. Follow the tutorial in second link provided by Ganesh and my example here is trying to make you to carry it out a bit more easily.
The Recurrence trigger makes sure the flow runs everyday, the get items action helps you to get all the items you need. Here is a bit tricky part about filling in the Filter Query if you have no idea how to do it. According to your goal, the query shall be like
StartDate eq
'formatDateTime(utcNow(),'yyyy-MM-dd')'
StartDate is your internal column name. For how to get the internal name, check this blog. The internal name is not always same with the name you find in UI.
And you can see Red box where I insert an expression directly which is formatDateTime(utcNow(),'yyyy-MM-dd')
. It gives you the date of today. Then use the Apply to each
action in Condition
which will do the same action for all the items you get from the Get the items
action.
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Thanks, this is really helpful and taught me a lot. I created a sample list and the flow works perfectly. However, only lists show in the Get Items action and not task lists.Is it possible to do this with a task list?– JohnGISCommented Mar 17, 2020 at 12:32
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1@JohnGIS Have a try to use the custom value like this :powerusers.microsoft.com/t5/General-Power-Automate/task-list/… Commented Mar 18, 2020 at 1:10