I want to build a flow to trigger an email when a date in one of the fields is nearing. I have a field named Payment due date. is it possible to trigger an email 2 days prior to the Payment due date. So that I don't miss the payment due date and payment is not delayed. Any kind of assistance is appreciated. Thank you very much in advance!
1 Answer
Try using a schedule workflow. Which will run,
- every hour
- every day
- every month
Then apply a condition where you can mention if payment due date is today, tomorrow or day after tomorrow.
When condition match you can send a notification or an email to your self.
Brief Description
Let's assume you have a requirement where you need a notification for payment dues before 2 days.
- Create a schedule workflow(Scheduled—from blank)
- Get SharePoint items
- For each loop(Apply to each)
- apply condition(if else),
formatDateTime(item()['PaymentDueDate'],'yyyy-MM-dd') is equal to addDays(utcNow(),2,'yyyy-MM-dd')
For more information, reminder before the due date
-
Thank you for the suggestion, Utkarsh. :) I have a query what should I use first while giving path to the sharepoint list and selecting the list. I am confused because if I use when an item is created or modified. it will trigger only when an item is modified .– HRYMay 19, 2020 at 12:39
-
In Power Automate(Microsoft Flow) you have an option to schedule workflow. No need of trigger like item is created or item is modified. Please check updated answer. May 19, 2020 at 16:20
-