powerautomate

Creating a Basic flow from Scratch using Power Automate - Reminder for overdue tasks!

In this Lab

In this lab, you will create a cloud flow using a Power Automate template that will create an approval workflow when a SharePoint list item is created

• Learning objectives- Create a flow from scratch to run manually or on schedule
• Duration - 20 minutes
• Scenario - Send automated email reminders for overdue tasks in a SharePoint list
• Prerequisites - Each student must have a dedicated custom SharePoint list named Work Progress Tracker. The student will create this list in the first task of this lab.

Task 1

Create your own custom SharePoint list using the following steps:

• Navigate to your SharePoint site. The site URL is https://edumscloud.sharepoint.com/sites/PowerAutomateDemos

• Create a new list Work progress tracker available from Microsoft

  a. Click on Home > + New > List > Work progress tracker > Use Template

  

  c. Populate this list with few items and assign to yourself

  

Task 2

Create a cloud flow from scratch:

a. Create a new Instant cloud flow and use a Manually trigger a flow as a trigger. Name it Reminder for overdue tasks. Click Create

b. Add a new step to get all items from the SharePoint list Work Progress Tracker.

• Search for Get Items action
• Select the Get Items from the SharePoint list of actions
• Site Address: https://edumscloud.sharepoint.com/sites/PowerAutomateDemos
• List Name: Work progress tracker

c. Add a new control connector and select Apply to each control

d. We are going to loop on the list of values recieved from the previous step.

e. Click on Add an Action and select Get Item control for the SharePoint connector

• Site Address: https://edumscloud.sharepoint.com/sites/PowerAutomateDemos
• List Name: Work progress tracker
• Id: ID (from the Get Items action)

f. Add a Condition control and check for the below conditions:

• if Progress Value is not equal to Completed
• if Due Date is less than utcNow()

  Please note that we have used an expression to compare the due date as this value is not available in the flow

g. Add an action under the If Yes branch:

• Select Send an email(v2) action
• To: Assigned to Email from the dynamic content
• Subject: Your task is late!
• Body: Title from the dynamic content

h. Save the flow.

Task 2

To test the flow, trigger it manually. Click on Run > Continue > Run Flow > Done. This will send an email for all the tasks which are overdue.

Verify the email.