Jeff Rhodes
Jeff Rhodes
  • Видео 63
  • Просмотров 225 151
Sending Monthly Teams and Email Notifications with Power Automate
In this video, we revisit my earlier “Blood Pressure Tracking” example (ruclips.net/video/RReFQUDeI44/видео.htmlsi=WB7EP6JmmdPzAzob) and create a monthly Power Automate flow to summarize the last thirty days of readings in both a Teams chat and an email. We explore how to programmatically point to the previous month and then use that value in an ODATA query to only retrieve the readings we want. We then loop through the values and add them to an HTML table that we display in the chat and email.
Просмотров: 78

Видео

Creating a Power App to Update Employee Completion Status Stored in SharePoint
Просмотров 11928 дней назад
In this video, we create a Power App that will update an employee’s completion status stored in a SharePoint list. We show how the form could be limited to just the employee's record or made so that a manager or administrator could select any employee and update their status.
Sending Consolidated Management Emails Based on Status with Power Automate
Просмотров 146Месяц назад
In this video, we extend our previous examples to go through a SharePoint list to find anyone with an incomplete status. We first send an email to the employee. After a week, we send a consolidated email to the level 1 manager listing all the incomplete employees. After another week (and each week after that), we send a consolidated email to the level 2 manager showing all their incomplete empl...
Adding Manager Notifications to Reminder Emails Sent via Power Automate
Просмотров 148Месяц назад
This video expands on my previous example (ruclips.net/video/Ma28SZP5ZNc/видео.htmlsi=ssDGS122KdQYLMJK) to email the manager after seven days rather than just emailing the individual. It shows how to add extra SharePoint columns and adjust the Power Automate logic with an additional variable and conditional logic.
Using Power Automate to Send Reminder Emails Based on SharePoint Status and Date Columns
Просмотров 1,4 тыс.2 месяца назад
In this video, we use Power Automate to query a SharePoint for users who have not completed a training course and check to see if they have received a reminder within seven days. If not, we send them an email and write that date back to SharePoint so that it can be used in the logic for the next scheduled run. It expands on this video that covered similar content for an Excel data source: rucli...
A first look at Copilot for Word, PowerPoint, and Excel
Просмотров 1032 месяца назад
In this video, we use Copilot to draft a new Word document, summarize an existing Word document, create a new PowerPoint presentation, build a PowerPoint presentation from a Word document, and finally add two visualizations to an Excel file.
Using Power Apps, SharePoint, and Power BI to Create a Blood Pressure Tracking Solution
Просмотров 3304 месяца назад
In this video, we create a blood pressure tracking solution using the Power Platform. We design the SharePoint list as the data source, build a mobile-footprint application in Power Apps, and then visualize the results in Power BI. Along the way, we learn how to take advantage of variables, the default property in Power Apps controls, and measures, custom columns, and conditional formatting in ...
Adding Automated Tests to Power Apps
Просмотров 1205 месяцев назад
In this video, we go to Advanced Tools within Power Apps and then write tests that we can use to verify functionality before deploying a new version. Specifically, we test that our error label goes away once we have added all required information and that the submit button becomes enabled at the same time.
Creating a Quick Power BI Visualization from Excel Data
Просмотров 7716 месяцев назад
In this video, we take an Excel spreadsheet, save it to Teams, and then connect to it from Power BI. We add some custom columns and then create some visualizations, custom formatting, slicers, and cards to make it useful for managing our data. We end by publishing to the Power BI service and configuring Scheduled Refresh.
Sending Emails using Power Automate based on Status and Date Columns in Excel
Просмотров 12 тыс.8 месяцев назад
In this video, we use Power Automate to loop through an Excel file, send emails based on status, write the date to the Excel file, and then check that date to make sure we wait at least 7 days before sending another email.
Using Microsoft Forms and Power Automate to Send an Email with Form Information to a Supervisor
Просмотров 11 тыс.9 месяцев назад
In this video, we demonstrate how to create a request form in Microsoft Forms, use that to trigger a Power Automate flow, grab the supervisor’s email from the Form, and send an email to the supervisor with the rest of the form information. The idea is that the supervisor would then forward the email along with a justification to the Help Desk.
Looping Though and Organizing Data by Value Using Power Automate
Просмотров 58110 месяцев назад
In this video, we use Power Automate to loop through the items of a SharePoint list to see how to group information by employee or another value and then only send one Teams chat and email for all the items for that employee, rather than pinging them for each individual item.
Using Power Automate to Save Email Information and Attachments to SharePoint
Просмотров 1 тыс.Год назад
In this video, we learn how to use Power Automate to monitor a shared or personal email box and copy the subject, body, importance, and other information to a SharePoint list. The Power Automate flow then saves each external attachment as well as any inline attachments to the SharePoint list item. This makes it much easier to track emails, give them a status, input a resolution date, and monito...
Building a Power Apps Front End for eSignature
Просмотров 667Год назад
In this video, we finish our series on electronic signatures by replacing our SharePoint form with a Power Apps entry form for kicking off the process. We use logic in the Visible property of an error label to ensure all required values are filled in and that the email address is in the proper format. We then use the Patch() function to write the information to SharePoint, which in turn initiat...
Visualizing eSignature Data in Power BI
Просмотров 487Год назад
In this video, we take our previous example of DocuSign eSignature data and visualize it in Power BI. We show how to build a link to the form attachment(s), turn them into clickable web URLs, create slicers, edit interactions to filter rather than highlight, create a “Days Open” column, publish to the Power BI service, edit the data connection to allow scheduled refreshes, and more.
Using Power Automate to Create a Periodic Notification and Email or Chat from a SharePoint List Item
Просмотров 1,9 тыс.Год назад
Using Power Automate to Create a Periodic Notification and Email or Chat from a SharePoint List Item
Creating a Power Apps Front End to Power Automate for Finding Open Calendar Slots
Просмотров 890Год назад
Creating a Power Apps Front End to Power Automate for Finding Open Calendar Slots
Finding Open Slots on a Calendar using Power Automate
Просмотров 1,9 тыс.Год назад
Finding Open Slots on a Calendar using Power Automate
eSignatures via Power Automate with DocuSign and Adobe Acrobat Sign
Просмотров 17 тыс.Год назад
eSignatures via Power Automate with DocuSign and Adobe Acrobat Sign
Archiving a SharePoint List using Power Automate
Просмотров 5 тыс.Год назад
Archiving a SharePoint List using Power Automate
Using Power Automate Desktop for Robotic Process Automation (RPA) of a SharePoint Form
Просмотров 1,1 тыс.Год назад
Using Power Automate Desktop for Robotic Process Automation (RPA) of a SharePoint Form
Creating a Scoring Application in Power Apps and SharePoint
Просмотров 5 тыс.2 года назад
Creating a Scoring Application in Power Apps and SharePoint
Creating a Reservations Booking Solution in Power Apps and SharePoint
Просмотров 28 тыс.2 года назад
Creating a Reservations Booking Solution in Power Apps and SharePoint
Copying Microsoft Forms Attachments to a SharePoint List Item using Power Automate
Просмотров 14 тыс.2 года назад
Copying Microsoft Forms Attachments to a SharePoint List Item using Power Automate
Working with Multiple Value Person Column in Power Apps - Part 2
Просмотров 3,8 тыс.2 года назад
Working with Multiple Value Person Column in Power Apps - Part 2
Working with a Multiple Value Person Column in Power Apps - Part 1
Просмотров 13 тыс.2 года назад
Working with a Multiple Value Person Column in Power Apps - Part 1
Forms - Power Automate - SharePoint and then Showing the Most Current Submission in Power BI
Просмотров 9842 года назад
Forms - Power Automate - SharePoint and then Showing the Most Current Submission in Power BI
Creating an Employee Recognition App in Power Apps, Power Automate, Power BI, Teams, and SharePoint
Просмотров 6 тыс.3 года назад
Creating an Employee Recognition App in Power Apps, Power Automate, Power BI, Teams, and SharePoint
Working with a Bitmask Database Value Using Excel
Просмотров 2993 года назад
Working with a Bitmask Database Value Using Excel
Reading a delimited file to copy and delete attachments with .NET
Просмотров 243 года назад
Reading a delimited file to copy and delete attachments with .NET

Комментарии

  • @DGTransformer
    @DGTransformer 3 дня назад

    informative video thnx ... i can't find these items , like template of 30min meeting book you shared in the beginning + initialize slot found .. is it because I use standard license ? .. or I need to adjust somting

    • @jeffrhodes
      @jeffrhodes 2 дня назад

      I believe that all the actions are available in the standard Power Automate license. Many of the items are variables to keep track of all the logic.

  • @subhadas9852
    @subhadas9852 8 дней назад

    I implemented exactly the way you showed in video and my first test run got successful with email triggers also with Date Last notified & Notes into SharePoint columns.... When I tried to test 2nd time again as you showed,Now Again its sending mails for those same items like in previous test....It should not trigger email as shown in video.... Don't know what's wrong 😢Plz help

    • @jeffrhodes
      @jeffrhodes 8 дней назад

      It sounds like your logic to compare the current date/time with the last time the notification was sent is not working. I would go to around 17 minutes into the video and make sure your varTicksLastNotified variable is being set correctly. You can check the values and do the math yourself to see what might be going wrong. Hope this helps.

    • @subhadas9852
      @subhadas9852 8 дней назад

      @@jeffrhodes Thanks for your quick response. Currently, while setting the varTicksLastNotified variable I did faced a issue which is - While typing values, I selected function and typed ticks () then when I tried to search for Date Last Notified from Dynamic content, it was not present in the drop down to select from as it was only showing body & Value under Get files( properties only) ....Using Get files( properties only) because I am creating flow for library. If I do not type ticks() under function, then Date Last Notified is displayed in drop down under Get files (properties only).... Hence I typed manually" ticks(items('Loop_Through_Items')?['Date_Last_Notified']) and it's saving the flow without error If I try to type ticks(items('Apply_to_each')?['Date_Last_Notified']) , then flow is showing error stating - "Flow save failed with code"Invalid Template " and message ' The template validation failed: the repetition action(s)' Apply_to_each ' referenced by' inputs' in action ' Set_varTicksNotified' are not defined in the template'... Please help as unable to proceed 😭

    • @subhadas9852
      @subhadas9852 8 дней назад

      @@jeffrhodes Thanks for your quick response. I tried to check the values but unable to help myself resolving the same Would like to share that while typing values in varTicksLastNotified variable I did faced a issue which is- While typing ticks () in function and then tried to select Date Last Notified from Dynamic content, couldn't find in the drop down as it only showing body and Values under Get files (properties only).... Get files (properties only) because I am creating flow for a library. If I remove ticks() from function then can find Date Last Notified under Get files ( properties only) drop down. Hence I typed manually in the function- ticks (items ('Loop_Through_Items')?['Date_Last_Notified']) and flow is getting saved without any error. But if I try typing ticks(items('Apply_to_each')?['Date_Last_Notified']) then it's showing the error while saving which is Flow save failed with code 'Invalid Template ' and message ' The template validation failed: ' The repetition action(s) 'Apply_to_each' referenced by 'inputs' in action ' Set_varTicksLastNotified' are not defined in the template'... Please help me to achieve the same

    • @subhadas9852
      @subhadas9852 8 дней назад

      @jeffrhodes Thanks for your quick response. I tried to check the values but unable to help myself resolving the same Would like to share that while typing values in varTicksLastNotified variable I did faced a issue which is- While typing ticks () in function and then tried to select Date Last Notified from Dynamic content, couldn't find in the drop down as it only showing body and Values under Get files (properties only).... Get files (properties only) because I am creating flow for a library. If I remove ticks() from function then can find Date Last Notified under Get files ( properties only) drop down. Hence I typed manually in the function- ticks (items ('Loop_Through_Items')?['Date_Last_Notified']) and flow is getting saved without any error. But if I try typing ticks(items('Apply_to_each')?['Date_Last_Notified']) then it's showing the error while saving which is Flow save failed with code 'Invalid Template ' and message ' The template validation failed: ' The repetition action(s) 'Apply_to_each' referenced by 'inputs' in action ' Set_varTicksLastNotified' are not defined in the template'... Please help me to achieve the same

    • @jeffrhodes
      @jeffrhodes 7 дней назад

      @@subhadas9852 - I've run into issues like that with formulas. You might try creating a new variable for the Date Last Notified and then use that variable in the formula. I've had that work before.

  • @MikeSunTzu
    @MikeSunTzu 10 дней назад

    Hi Jeff - do you have a video that does this in reverse i.e. takes the responses from the envelope and populates columns in Sharepoint list? cheers, Mike

    • @jeffrhodes
      @jeffrhodes 10 дней назад

      I actually cover that part within this video. Go to around the 14 minute mark for DocuSign and the 41 minute mark for Adobe Sign. Both are similar in that you create a flow for listening for the signing and other events. You then grab the ID and use that to look up the correct SharePoint list row. Then update it with the signed form, status, etc. Hope this helps.

  • @CaylaWilliams-fs6rx
    @CaylaWilliams-fs6rx 11 дней назад

    Hey Jeff, this video was super helpful, and I was successfully able to run this flow one time but now I am trying to set up another flow for a different form but I keep getting this message "ActionBranchingConditionNotSatisfied. The execution of template action 'Compose' skipped: the branching condition for this action is not satisfied." Under the compose action. Just wondering if you might know the cause of this and be able to help me out!

    • @jeffrhodes
      @jeffrhodes 11 дней назад

      I would look closely at your Condition statement. Something like being case sensitive (Completed vs. completed) or not getting the Value of a SharePoint choice column could cause a message like this. Hope this helps a bit.

  • @michaelangelowasmid
    @michaelangelowasmid 17 дней назад

    Please repost a variation with different title such as How to Send a Completed Microsoft Forms to Email using Power Automate. WIll get more views!

  • @kannank7313
    @kannank7313 26 дней назад

    Awesome video. Thanks.

  • @JamesFerguson-gc8je
    @JamesFerguson-gc8je Месяц назад

    Amazing videos Geoff! Would it be possible to integrate forms to this flow, so that the work colleague could go on a form to say they've now completed the training, this then would update there status from incomplete to complete etc.

    • @jeffrhodes
      @jeffrhodes Месяц назад

      @JamesFerguson-gc8je - this example assumes a spreadsheet from a learning management system or other source. But a form to update status would work with Power Apps but not Microsoft Forms, since only Power Apps can update an existing record. I will put this on my "to do" list for videos.

    • @jeffrhodes
      @jeffrhodes 28 дней назад

      I've added a video that will hopefully help with how to add a form to edit the status: ruclips.net/video/hGE6LNPOadk/видео.htmlsi=Qx8U6BQC9qUkLI4E

  • @nomirehman
    @nomirehman Месяц назад

    Jeff , i have watched entire one hour video. First thing first i really appreciate detailed video. Its very helpful I am gonna attempt this flow on excel online instead of share point list . I hope it ll go smooth. Thank You

  • @mtamitolanga
    @mtamitolanga Месяц назад

    Great Video, how do we manage multiple signers? Thank you very much.

    • @jeffrhodes
      @jeffrhodes Месяц назад

      Thanks for the kind words. I haven't done this but it looks quite possible in both DocuSign and Adobe. This link for DocuSign might be helpful: support.docusign.com/s/document-item?language=en_US&rsc_301=&bundleId=ulp1643236876813&topicId=kcb1578456479440.html&_LANG=enus. For Adobe, I think you would do this right within Adobe Acrobat Pro and select as a Signature 2 field. This link about the Adobe Portal might be usefu: helpx.adobe.com/sign/using/send-document-for-signature.html#:~:text=Adobe%20Acrobat%20Sign%20makes%20it,to%20multiple%20people%20to%20sign.

  • @jeangrunwald4049
    @jeangrunwald4049 Месяц назад

    @jeffrhodes - Hi Jeff. Great info. I am having one issue however, if I have an previous entry on the calendar, with a start time prior to 1200 hours (ex: 0800-0900), I cannot not add 1200-1300 hour event. I can add 1200-1255, but not 1200-1300. I have used the dev tools to try to find the issue, and also changed the var currentTimeZoneOffset ="+05:00"; (East Coast/Virginia) without any luck! Thoughts? Thanks much!

  • @brettmurray1820
    @brettmurray1820 Месяц назад

    Hi Jeff, this video really help me. However, I'm still getting an issue that I hope you can help with. Instead of a look up into a different list to pull back the Person information, I have a column in my main list that is a multi-choice select Person column. It's name is 'Assigned To'. When I adjust your code to hopefully fit my example: Concat(ForAll(ThisItem.'Assigned To', { Name: ThisItem.'Assigned To'.DisplayName}), Name & ", ") the 'Name' in the formula has a squiggly red line under it and it's saying "Invalid Argument type". Any ideas on what I may be missing? Thanks

    • @jeffrhodes
      @jeffrhodes Месяц назад

      These get really tricky. Since you are don't have to look up the value in another list, you should be able to just stick with the Concat() function. This works for me: Concat(ThisItem.'Assigned To', DisplayName, ", "). Hope this helps.

  • @nomirehman
    @nomirehman Месяц назад

    Jeff, I implemented the rule successfully, but I got a little pushback from management. Their argument is that for the manager’s level, it should be only one consolidated email instead of separate email notification for each team that miss the task like, if a manager handles 10 teams and out of those, 5 miss the due date on a task and then reminder triggers for manager. Instead of 5 separate emails for each team, manager should get only 1 consolidated email (containing team number and task name and team lead number). I would appreciate your guidance, or a small video will be huge help. Thank you

    • @jeffrhodes
      @jeffrhodes Месяц назад

      Yes. That makes good sense. I'll put a video on the "to do" list. In the meantime, this video shows the basic concept: ruclips.net/video/6qdqlcmV5sA/видео.htmlsi=2Z60QD1xYbdhEj6U. Rather than sending the email right away, you want to capture all teams missing the deadline and append it to a variable. Then send the email whenever the manager changes in the loop (e.g., you get to the next manager or end the loop). That in turn means that you will want to sort in the Get Items action by the manager email so that all of a manager's tasks sequential.

    • @nomirehman
      @nomirehman Месяц назад

      Sure , i ll definitely watch this. The challenge i am facing , each manager is leading 3 to 5 teams total 30 teams. First reminders ll go the Level 2 manager for each line in the table( each team represents one line in the table ) . I have done flow up to this step My challenge starts from here >>> If Level 2 manager doesn’t update the task status than it ll escalate to Level 1’s manager. (There are four level 1 managers oversee 10 level one managers and their teams ) I am attempting to send one consolidated email to level 1 manager for only those teams which he/she oversees and they did not update the task status after first reminder to level 2 manager. Many Thanks for all the support n guidance

  • @pream7461
    @pream7461 Месяц назад

    Why didn't open case 5 on the flow?

    • @jeffrhodes
      @jeffrhodes Месяц назад

      There are two Case 5's in the Adobe Acrobat Status flow. The first is "AGREEMENT_ACTION_COMPLETED". It then has a case for SIGNER, APPROVER, ACCEPTOR, FORM_FILLER, and CERTIFIED_RECIPIENT. For all of these, I just update the Message variable to log the agreement name and participant. For example, here is the value for CERTIFIED_RECIPIENT (case 5): Notification from Microsoft Power Automate The receipt of the Adobe Sign agreement @{triggerBody()?['agreement']?['name']} has been acknowledged by @{triggerBody()?['participantUserEmail']}. Hope this helps.

    • @pream7461
      @pream7461 Месяц назад

      Thank you @@jeffrhodes 👍

  • @nomirehman
    @nomirehman Месяц назад

    Jeff, Its huge help. It cleared my concept and now I will attempt to update my flow accordingly. Thank so much

    • @jeffrhodes
      @jeffrhodes Месяц назад

      Glad this was helpful!!

  • @nomirehman
    @nomirehman 2 месяца назад

    What i would have to do if want to escalate the next email reminder . Like if status is not updated and in next email how i can add manager’s email as well. First email only to team member and if no action is taken than after 7 days add manager’s email as well.

    • @jeffrhodes
      @jeffrhodes 2 месяца назад

      Great question. You could do it a few ways, but I'd add columns for the manager email (possibly name as well if you wanted to address the email to the manager) and then the date sent to the manager. I would then edit the logic within the loop where there is already a "Date Last Notified." After checking if a week has gone by, I would check if the "Manager Date Last Notified" is blank. If so, I would send the email to both and then update both dates. If the "Manager Date Last Notified" is not blank, it should be the same date as the "Date Last Notified" and thus you would keep sending to both from then on. Hope this helps.

    • @nomirehman
      @nomirehman Месяц назад

      @@jeffrhodes I have tried but looks like my logic is not working. The first time when notification is supposed to go only to team members but it is also going to to manager's as well. I am not sure where my logic is wrong. I would appreciate it if you could provide more guidance or do a small vided to add an escalation process. I am attempting a flow where we have various teams under different manager's and if a team lead doesn't update the status then in the next reminder a cc email should go to their manager as well. Thank you very much in advance I am following the model of your other video here ruclips.net/video/YYOcPrgAAyg/видео.html I have columns in this sequence. ID First Name Last Name Email First Name 1 (For Managers) Last Name 1 (For Managers) Email1 (For Manager's) Status DateLastNotified Notes M_DateLastNotified (For Managers) M_Notes (For Manager's)

    • @jeffrhodes
      @jeffrhodes Месяц назад

      @@nomirehman - I will put this on my "to do" list for a video on this. Hopefully this upcoming weekend.

    • @nomirehman
      @nomirehman Месяц назад

      @@jeffrhodes Great !! I ll be looking forward to it. I appreciate all the support. Thank You

  • @reviewassistant6891
    @reviewassistant6891 2 месяца назад

    Thanks Jeff, there is about 10 video's on this topic but your one was the one that got me to my result, I didn't use the condition yes/no as attatchment was a requirement in my flow so not needed, worked really well.

    • @jeffrhodes
      @jeffrhodes 2 месяца назад

      Great to hear! Thanks for taking the time to leave a comment.

  • @Ajay-me2mo
    @Ajay-me2mo 2 месяца назад

    Excellent Job sir, really very detailed video and very helpful.. Thanks a lot.

    • @jeffrhodes
      @jeffrhodes 2 месяца назад

      Thanks for the kind words and for checking out the video!

  • @vitumrtns
    @vitumrtns 2 месяца назад

    This video has a lot of useful information, but for those who are beginners can be a little confusing. I think I have to watch the other classes in order to understand the details. Great video, Jeff.

    • @jeffrhodes
      @jeffrhodes 2 месяца назад

      Thanks for taking a look and for the feedback. I'll see if I can create a scaled back example targeted at beginners. Thanks again.

  • @silvirusi5978
    @silvirusi5978 2 месяца назад

    Thanks for the video! Super useful

  • @alanapartridge4318
    @alanapartridge4318 2 месяца назад

    You are a genius and my hero for today! Thank you SO much for taking the time to record and upload this - I honestly cannot tell you how helpful this has been to finally find a solution for our organisation. This is the only solution I followed that worked perfectly with zero efforts - please continue to share your wisdom with us!!

    • @jeffrhodes
      @jeffrhodes 2 месяца назад

      Your comment made my day. Thanks for the kind words!

  • @AnthonyMallaci
    @AnthonyMallaci 3 месяца назад

    Hi Jeff, I'm trying to do something similar, do you know if the condition function in Power Automate will correctly reference the table column text mentioned e.g "incomplete" but the column itself that has the text in Excel is a formula?

    • @jeffrhodes
      @jeffrhodes 3 месяца назад

      I haven't tried it, but I would think that Power Automate would interpret the value as text even if it is generated via a formula. Come back and comment if you have time when you try it.

  • @jessapucot9062
    @jessapucot9062 3 месяца назад

    you're a life saver!

    • @jeffrhodes
      @jeffrhodes 3 месяца назад

      Glad this was helpful. Thanks for leaving a comment!

    • @jessapucot9062
      @jessapucot9062 2 месяца назад

      ​@@jeffrhodesi'm having this issue where in if the value has period(.) in between (ex.jessa.p.p) it's not shown in the email :(

  • @RenmarRepairsandAssembly
    @RenmarRepairsandAssembly 3 месяца назад

    Great information! Thanks so much for your efforts.

    • @jeffrhodes
      @jeffrhodes 3 месяца назад

      Glad it was helpful!

  • @user-hc6tm5ii5w
    @user-hc6tm5ii5w 3 месяца назад

    Echoing all the comments below. Thank you so much. Every other tutorial was working with forms storing files on OneDrive. Kept getting errors trying to get it to work with group forms and SharePoint. Only tutorial that has worked.

    • @jeffrhodes
      @jeffrhodes 3 месяца назад

      Great to hear and thanks for the comment!

  • @sohadaneen7639
    @sohadaneen7639 4 месяца назад

    Hi Jeff, Nice Vedio, I have an requirement like , I have sent Initial mail and after needs to send update on top of it initial mail, how can we achieve this? My source data is Share point excel sheet where I have values like Initial ,Update, Skip, Resolution where ever I changed the status I need to send an email on top of it Initial mail only.

    • @jeffrhodes
      @jeffrhodes 3 месяца назад

      I think I understand. The challenging part is making sure you don't inadvertently send too many emails. If the statuses are pretty well defined, I would go with a separate date column for each one. Is if one of the statuses is Update, I would have an UpdateNotificationDate column. So if the flow sees and Update status and now UpdateNotificationDate value, it sends an email and writes that date/time. The next time around, the flow looks at the UpdateNotificationDate and compares to the current date to see if the required time has gone by. If not, it skips the notification. If so, it sends another email and writes the new date to the column. The similar things happen for the other statuses. Hope this helps!

  • @muzammil4589
    @muzammil4589 4 месяца назад

    can we add more fields to document like name, address, date etc. while using Adobe connector?

    • @jeffrhodes
      @jeffrhodes 4 месяца назад

      You can do it via the tags like I did in the video, but better looks to be to use Adobe Acrobat DC to configure the form template itself (and use a PDF rather than a Word document).

    • @muzammil4589
      @muzammil4589 4 месяца назад

      @@jeffrhodes thank you for your help

  • @anthonychilaka
    @anthonychilaka 4 месяца назад

    Wishing you Jeff sound health and thanks for this playlist. Thank you so so much, recently transitioned to Data analytics and have been looking to learn more on thought process to solve real world problems.

  • @stefano94103
    @stefano94103 4 месяца назад

    Excellent

    • @jeffrhodes
      @jeffrhodes 4 месяца назад

      Thanks for the kind words and for taking a look!

  • @christaylor4360
    @christaylor4360 4 месяца назад

    Hello Jeff, I am new to PowerAutomate and am trying to educate myself. When I try to follow this tutorial, and attempt to get response details the system automatically adds in an 'apply to each' action and will only allow me to add a 'List of response notifications Response Id' not a plain 'Response Id' like you showed in your video. I've been trying to find solutions to the problem, and though others seem to have encountered it, I haven't been able to find a solution that works on my system. Any help you have, or resources you could recommend would be greatly appreciated!

    • @jeffrhodes
      @jeffrhodes 4 месяца назад

      Thanks for the note. Power Automate typically puts in an 'apply to each' loop if it thinks the result of the previous step could have more than one value. I would try just moving the 'Send an email' option outside the 'apply to each' loop if possible. If not, keeping it there shouldn't cause a problem if you indeed only have one value. Hope that helps a bit.

  • @baielisaev8398
    @baielisaev8398 5 месяцев назад

    That is exactly what I needed! Many thanks!

    • @jeffrhodes
      @jeffrhodes 5 месяцев назад

      Great to hear. Thanks for taking a look at the video!

  • @mercykalu794
    @mercykalu794 5 месяцев назад

    Hi Jeff, is it ok to take a look at the sharepoint list for this video? mine does not work especilaly the docsign status

    • @jeffrhodes
      @jeffrhodes 5 месяцев назад

      I don't share the SharePoint list unfortunately, but here is a link to a screen capture that shows the SharePoint list settings: plattecanyon-my.sharepoint.com/:i:/g/personal/jeffrey_plattecanyon_onmicrosoft_com/EUIOox2bPnxLmPno1Ru7lC4B4GbA7ItaUVHs2VabkesAQQ?e=9H03e2. Hope this helps.

  • @ToniCulu
    @ToniCulu 6 месяцев назад

    Dude u just saved my ass. You are good at teaching thank u

    • @jeffrhodes
      @jeffrhodes 6 месяцев назад

      Glad this was helpful!

  • @Blossoms-jz4yf
    @Blossoms-jz4yf 6 месяцев назад

    Great video! If I use this method, will the files from my one drive fully move to share point or just replicate the data in two places?

    • @jeffrhodes
      @jeffrhodes 6 месяцев назад

      Thanks for the kind comment. If you are using a personal form, then the original attachment will still be in OneDrive. If you are using a group form, the attachment will be in the default document library for the SharePoint site associated with that team. So it doesn't move the file but rather copy it to the SharePoint list item. Hope this helps.

    • @Blossoms-jz4yf
      @Blossoms-jz4yf 6 месяцев назад

      @@jeffrhodes yes. Thank you very much.

  • @scottdoucet5095
    @scottdoucet5095 6 месяцев назад

    This man is a genius

  • @joeunsworth
    @joeunsworth 7 месяцев назад

    Adobe Sign now requires an Enterprise license to use with power automate. They quoted me £550/year which I simply cannot justify for the creation of ~ 50 documents per year. Especially in addition to the Power Automate Premium license. Something to be aware of.

    • @jeffrhodes
      @jeffrhodes 7 месяцев назад

      I had not heard that. Thanks for letting everyone know.

  • @DeepDeep-zd5jq
    @DeepDeep-zd5jq 8 месяцев назад

    Hello jeff, I am using find meeting time v2 connector in power automate when I am trying to find free meeting time of two different time zone user meeting time suggestion is always null but it is working with same time zone users could you please help me on that thanks

    • @jeffrhodes
      @jeffrhodes 8 месяцев назад

      I'm not using that FindMeetingTimesV2() action, so I'm not sure what the problem is. Looking at the documentation of that action, it looks to me like it would do the time zone translation for you. So if I am U.S. Central Time and you are U.S. Eastern time and my calendar is open at 10 AM and yours is open at 11 AM, that should match.

  • @user-xy5is1ge9j
    @user-xy5is1ge9j 8 месяцев назад

    Sir, you are a genius. Thank you!

    • @jeffrhodes
      @jeffrhodes 8 месяцев назад

      Glad the video was helpful to you!

  • @user-qh5ee7qp1q
    @user-qh5ee7qp1q 8 месяцев назад

    Jeff can you weigh in on why my Adobe Sign "esign" request ends up requiring that the recipient download the document, open it in Reader, and then sign it and send it back? I want to offer that Digital Signature without the need for these extra steps.

    • @jeffrhodes
      @jeffrhodes 8 месяцев назад

      All I can think of is some sort of client-side setting. Have you tested by sending to yourself like I did in the video. Downloading and signing it pretty much defeats the purpose of course:).

  • @KSRDA
    @KSRDA 8 месяцев назад

    Hi Jeff, I have use case is it possible to make a vedio on that

    • @jeffrhodes
      @jeffrhodes 8 месяцев назад

      I can take a look. What is your use case?

    • @KSRDA
      @KSRDA 8 месяцев назад

      @@jeffrhodes How to build a power automate flow that finds available meeting times and locations for a set of individuals within the organization. The flow should utilize Microsoft Graph. The flow should take as an input the individuals and the date(s) they wish to meet. The output should be a list of available times and locations.

    • @KSRDA
      @KSRDA 8 месяцев назад

      @@jeffrhodes it's almost same what you have done but I need this type of scenario

    • @KSRDA
      @KSRDA 8 месяцев назад

      @@jeffrhodes hey Jeff...did you checked my use case.

    • @jeffrhodes
      @jeffrhodes 8 месяцев назад

      @@KSRDA - I haven't done much yet with Microsoft Graph. So I'm not much help on this use case at the moment.

  • @zachary8433
    @zachary8433 9 месяцев назад

    P r o m o s m ✌️

  • @DylanTownsend
    @DylanTownsend 9 месяцев назад

    I would have never figured this out. Thank you. Now I just need to add those attachments to the form submission email :)

    • @jeffrhodes
      @jeffrhodes 9 месяцев назад

      Glad this was helpful! One approach if you need to email out a link to the attachments is to use the URL to the attachment(s) where Forms stored them. You would need to open up that folder so that the user has access. I prefer that to giving a link to the attachment within the SharePoint list item, as I typically don't want to give the email recipient access to that.

  • @AI_CloudSurfer
    @AI_CloudSurfer 9 месяцев назад

    Excellent Content Jeff Thank you for This information!

    • @jeffrhodes
      @jeffrhodes 9 месяцев назад

      Glad it was helpful!

  • @user-sg6th3me1b
    @user-sg6th3me1b 9 месяцев назад

    I get this error, and the error is coming because of the ticks in the function. is there any other way to do it, other than ticks. I unfortunately do not understand where i went wrong. Unable to process template language expressions for action 'Loop_Through_Days' at line '1' and column '588': 'In function 'ticks', the value provided for date time string '' was not valid. The datetime string must match ISO 8601 format.'. this is the error, but the date which i am entering is in ISO 8601 format. Could you let me know what error to look for here. It would be a great help.

    • @jeffrhodes
      @jeffrhodes 9 месяцев назад

      I didn't have much luck comparing date/times, which is where ticks() comes in handy. I looked at my Flow again and I am using a Power Apps parameter that is formatted as a date already. I didn't have to put it into ISO 8601 format. I did manipulate it with the addHours(0) and addMinutes() functions. My guess is that you may have a string rather than an actual date. Maybe try formatDateTime() and perhaps Compose() to make into a valid datetime? Hope this helps.

  • @diegobetancourt9528
    @diegobetancourt9528 9 месяцев назад

    Hello, I have a problem when I send the envelope that it tells me "The email address for the recipient is invalid. The recipient Id follows."

    • @jeffrhodes
      @jeffrhodes 9 месяцев назад

      Hard to say I would debug the flow and look closely at the address to make sure there are no stray characters. Either of these should send to any email address.

  • @user-sg6th3me1b
    @user-sg6th3me1b 9 месяцев назад

    Could you let me know what changes I could do, if i want to compare 2 or more calendars from my work collegues aswell, and then find the common open slots between us. Thankyou so much

    • @jeffrhodes
      @jeffrhodes 9 месяцев назад

      Great question. The first thing you would need is to have access to the calendars for each colleague, preferably to see the actual appointment titles so that you can look for planning time. I'd probably loop through your calendar and then check each of their calendars for every open spot on your. If a time is open for all three, then you add it to the open list. Hope this helps.

    • @user-sg6th3me1b
      @user-sg6th3me1b 9 месяцев назад

      ​@@jeffrhodes I think this should help, I was thinking in the same lines aswell, I would try it out today it self. Thank you so much on your quick reply. It was very urgent for me. I mean it.🙂

  • @djstone5518
    @djstone5518 10 месяцев назад

    Thanks for your effort and sharing your knowledge. What a shame with 165 views there aren't a few more likes. I guess it takes a great deal of effort to click the thumbs up but still. smh... ;) Great video!

    • @jeffrhodes
      @jeffrhodes 10 месяцев назад

      Glad it was helpful!

    • @djstone5518
      @djstone5518 10 месяцев назад

      @@jeffrhodes 100%. It works perfectly!

  • @kaychouwin
    @kaychouwin 10 месяцев назад

    Hi Jeff, is it possible that we can archive item with version history?

    • @jeffrhodes
      @jeffrhodes 10 месяцев назад

      That's a good question. I don't know the answer but it seems likely that copying it to the new list and deleting from the original list would lose the version history, If anyone knows or has a suggestion, please jump in.

  • @user-bh6rg2nz7w
    @user-bh6rg2nz7w 10 месяцев назад

    amazing video! thanks for this! Do you have a tutorial or link for doing this same flow for a form with multiple upload questions required? I was successfully able to do this with one Q having multiple attachments, but looking to do this for a form with 5 upload questions...

    • @jeffrhodes
      @jeffrhodes 10 месяцев назад

      Thanks for the nice feedback. I would think you would just repeat the steps for each upload question (e.g., do them sequentially). But I don't have a video for this. Let us know what you figure out!

  • @user-bt4uh4tx6r
    @user-bt4uh4tx6r 10 месяцев назад

    I NEVER LEAVE COMMENTS BUT SIR YOU HELPED ME SO MUCH I WATCHED AT LEAST 10 DIFFERENT RUclips VIDEOS ALL GAVE ERROR AS I WAS ABOUT TO GIVE UP YOU SAVED THE DAY

    • @jeffrhodes
      @jeffrhodes 10 месяцев назад

      Your comment made MY day. Glad the video was helpful to you!

  • @urdecisionisurs
    @urdecisionisurs 10 месяцев назад

    I am trying to create a onboarding request that the requester has to include training certificates. Then I need to be able to provide them status and use a drop down based on their org; I want to use sharepoint and forms; where should I start? Great video and I bought your book

    • @jeffrhodes
      @jeffrhodes 10 месяцев назад

      Thanks for the kind words and the book purchase! If the user doesn't need to edit the information after submitting, then a Microsoft Forms - Power Automate - SharePoint list solution should work well. You can use Power Automate to copy each form response to SharePoint as in this video: ruclips.net/video/Lb2pLnL7Uu4/видео.html. The hardest part will be getting the attachments (training certificates). Do that in the same Power Automate flow right after you create the item. This video should help with that: ruclips.net/video/5IyCVHqvIXA/видео.html. Hope this is helpful.