I am trying to build a power automate solution to overcome one of the problem in my project.
I need a flow which sends email to list users who haven't finished the task with an option to ask if they have completed the task or not. If user says yes then it should record the response with a proof of the task completion (screenshot of the task).
If user says no, then Friday it should send 2 reminder emails and on Monday it should send email every 2 hr until they complete the task, meaning they should select Yes with screenshot as attachment.
How can I achieve this?
I was able to achieve it as below
Create SharePoint list of all users
Create a Microsoft form with questions about whether they completed task and screenshot of same
Create Automated Flow to send reminder email at scheduled time with the link to form
Once user clicks the link in the email it will redirect the form.
After user submits the form it updates the SharePoint List that user has completed the task.
Recurring reminder to whom have not completed by reading SharePoint list
Related
I have created flow for approval using power automate. I want to start an approval when user gets mail to update list item , and when user updates item the approval flow should start. But in this case I am not receiving mail to approve request.
What should I change in my flow.
I'm currently trying to set up a workflow within Microsoft Power Automate to do the following:
If an email is sent to a shared email box create a new task in DevOps
If someone replies back to that initial email - any responses to that thread will be tracked in the original task, and no additional tasks will be created from that chain.
Right now I'm leveraging the template that Microsoft provides called "Create a workitem in Azure DevOps when new email arrives in shared mailbox", but it creates additional tasks anytime someone replies back to the thread.
Anyone have suggestions?
Thanks,
You could use a condition that checks the 'Conversation Id' then if it matches an Id from a previously sent email's Conversation Id it does nothing. If it is new, then you'll get a new task.
If you are archiving handled emails, you'll need to filter results from the archival folder.
Here it is mapped out with a SharePoint list mapping the Conversation Id from each email:
Once the details are logged, the Get Items action on the SharePoint list pulls all items. However in that pull it uses an ODATA Filter on:
conversationId eq '<Conversation Id from trigger>'
Then if the number of matches is more than the one that you've just registered in the list, that means it was a response and the flow will follow the "no" branch. However, if it is the only entry, a new work item can be made.
You can make this much more complicated, dependent on requirements, in many areas, as that why you are using Power Automate. For example you could make API (Graph) calls to get Shared Box emails, but this is simpler, and works on a free flow plan until they add a "Get Emails from a Shared Mailbox" connector.
It's not picture perfect, because it doesn't handle a changed subject line, but it does do the job required.
I'm new to Dynamics CRM.
I want to send email to the client everyday at 7 PM. Also I want to create report in the email, showing sum of value of records created on current date.
What we need to do for daily schedule, WF or Task? How to schedule?
How can I get the condition to find the records created on current date and sum the value field of all the records?
Console application + Task scheduler is the combo we use for sending reminders/report summary.
Console app will do all the business logic/record filtering using QueryExpression or FetchXML & CRM Email Activity can be created to send out. Windows Task Scheduler can be configured to run on desired window.
If you designed the workflow already, you can still use the QE to filter records & call ExecuteWorkflowRequest message to invoke from Console app.
I'm creating workflow for approve reject task.first level is Reviewer next level is Head.
I created following workflow.
Execute SQL - waiting approve SMS to Reviewer.
Notification - Waiting approve Mail to Reviewer.
Wait for Item update - Check status (not equal) Awaiting Approval from Reviewer
Set a condition - Check status (Equal) Awaiting Approval from Head
Reviewer receive sms and mail related to waiting approve Task.
Suppose the Reviewer not responding for three contentious day workflow pending on wait for item update.
Work flow need to send one mail per day about the pending task for your approve to Reviewer.
Use a Flexi-Task, You can configure it to send reminders (as many as you wish), the gap between reminders, and if need be can choose to delegate the task to someone else.
I am developing an asp.net mvc application in which deliver some services to my customers. Every customer has a profile and in that profile there's is a field with customer's birthday date. I want my application to automatically be notified about my customer birthday and by ruining some action, sends him/her 'Happy Birthday' Message.
How could it be possible ?
Generally you'd have a database scheduled task to scan your users' profiles (users table) for anyone that has a birthday in the day the scanning process is running.
Select the users that match the query and use a custom class/method to send them a birthday message using .NET mail capabilities.
For more ideas, take a look at: Send emails in background job/scheduled task in asp.net mvc 3