Imagine you’re part of a project management team working on multiple projects simultaneously. Your team uses a SharePoint list to track project tasks and assignments. Each task has an assigned team member responsible for its completion, and there’s a field called “Needs Review” to indicate if a task requires review. However, the catch is that they should receive just one email.
Source Data
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Power Automate Logic
- Create a new flow: Go to the Power Automate dashboard and click on
+ Create
to create a new flow. ChooseScheduled cloud flow
for a monthly email notification.
2. Set up the schedule: Set up the schedule to run monthly.
3. Get items from SharePoint or Excel: Add a new step by clicking on + New step
, then choose the Get items
or List rows present in a table
excel action. Provide the necessary details like the site address and list name.
4. Filter the items: In the Filter Query
field of the Get items
action, you can add a condition to filter the items that need review. For example, if ‘Needs Review’ is a Yes/No field in your SharePoint list, you could use Needs_x0020_Review eq 1
to filter for items that need review (replace Needs_x0020_Review
with the internal name of your field).
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5. Find the unique emails: Since we want to notify the approvers with just one email, we need to first get the unique recipients. This can be done using the two actions below.
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Expression: union(body('Select'),body('Select'))
6. Loop recursively
- For each user, filter the records that match that user’s assignments.
- Create an HTML table containing the filtered records.
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7. Formatting Email: Lets make the Email look pretty by adding some styles
<style>
table {
border: 1px solid #1C6EA4;
background-color: #EEEEEE;
width: 100%;
text-align: left;
border-collapse: collapse;
}
table td, table th {
border: 1px solid #AAAAAA;
padding: 3px 2px;
}
table tbody td {
font-size: 13px;
}
table thead {
background: #1C6EA4;
border-bottom: 2px solid #444444;
}
table thead th {
font-size: 15px;
font-weight: bold;
color: #FFFFFF;
border-left: 2px solid #D0E4F5;
}
table thead th:first-child {
border-left: none;
}
</style>
8. Notify the approver
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Conclusion
Here is the attached flow.
Sendingoneemailtoapproversformultiplelistitems_20240513011319.zip