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I will put this on my "to do" list. Thanks!

@ yes please! for example i’m making one where I implement three screens, one where the trainers can create new appointments for existing services, another for the people to list in said services within the existing dates and a final one where it displays all the trainings for the current month based off on the services created by the trainers

Great question! Easiest would be to use the addDays() with -7 as the number of days to add. So if it gets fired off on 1/19, it would go back and start with 1/12. The rest would pretty much be the same. Hope this helps.

Thanks!

Power BI should allow you to select from any of the tables/named areas in the file. Perhaps you could ask the owner of the file to share the URL to the file?

Although you could dynamically create an attachment and then link to it from an email (see ruclips.net/video/WnWe3prlmoo/видео.htmlsi=B1C8dTGUpiU4yAXT), the bigger problem is figuring out what responses to include. Instead, I would do some logic inside Power Automate to basically recreate your branching logic. This video has an example as we only do a notification and write to SharePoint when the user has chosen "Yes" on the four relevant questions: ruclips.net/video/TTEexyJieFI/видео.htmlsi=HPpiYwuPWhWbFDYM. Hope this helps.

Thank you so much!! I wouldn't have thought to do that

Great to hear!

Thanks for the kind words. My first thought for your requirement would be Power BI (which could have its own tab in a Teams channel). You would need an API that provided the car location and then show that in the built-in map control or another visualization. If you couldn't read the API directly from Power BI, you could do it via Power Automate and then update the data source within the Power Automate flow. Hope this helps a bit.

Good idea. I will put this on my list.

@mackenziiepotter8584 - Here is the link to the video: ruclips.net/video/FWPk3z1HON8/видео.html

You will need to be the owner of the form to my understanding. I would try having the owner of the form make you a collaborate link to see if that does the trick.

@jeffrhodes I have to submit forms in daily basis from an excel sheet but I'm not the owner of the form neither the form was share with me we can just only fill the form

@@tinolbhoyar4646 You won't be able to trigger a Power Automate flow in this case unfortunately.

@serratatlicilar - yes, this varBookedStatus approach did not end up being reliable. Here are the updated variables I set in OnStart: Set( varUserEmail, User().Email ); Set( varParticipant, Blank() ) Here is the Visible property of the ModifyBtn with the title "Existing Appointments": With( { ds: Filter( Reservations, ((Participant.Email = varUserEmail || 'Modified By'.Email = varUserEmail) && Status.Value = "Booked" && AppointmentDate > Now()) ) }, CountRows(ds) > 0 ) Here is the Items Property of the ExistingAptsGallery: Filter( Reservations, (Participant.Email = varUserEmail || 'Modified By'.Email = varUserEmail) && Status.Value = "Booked" && AppointmentDate > Now() ) Here is the OnSelect of the "Confirm Appointment" button: Patch( Reservations, LookUp( Reservations, ID = varSelectedApt.ID ), { Subject: SubjectBox.Text, Comments: CommentsBox.Text, Status: {Value: "Booked"}, Participant: { '@odata.type': "#Microsoft.Azure.Connectors.SharePoint.SPListExpandedUser", ODataType: Blank(), Claims: Concatenate( "i:0#.f|membership|", varParticipant.Mail ), DisplayName: varParticipant.DisplayName, Email: varParticipant.Mail, Department: varParticipant.Department, JobTitle: varParticipant.JobTitle, Picture: "" }, ScheduledTeamsMeeting: false } ); Reset(ParticipantBox); Reset(SubjectBox); Reset(CommentsBox); Set( varParticipant, Blank() ) Hope this helps. Yell if you need any additional code out of the finished app.

This looks quite long for a URL, but I would try making the SharePoint column where you are storing the link Multiple Lines of Text rather than a single line. There are a number of posts about this error as well that might help.

Have you looked at the varSendEmail variable to see if it is being set correctly? That logic is around the 10 minute mark in the video. Be sure that your Condition action is picking up the status correctly. If so, the problem is likely with the logic around the DateLastNotified. Note how we convert into ticks and then do the math with ticks. Hope this helps.

I did a few of these videos that should be helpful. I recommend going to my Power Automate playlist and looking at the ones that list notification and/or status emails in the title: ruclips.net/p/PLrEo24uIT-rDPl_goWCaX_xt-1aF84xP_. If these don't have what you need, comment back and I can create a new video going over this topic again with more emphasis on the variables. Hope this helps.

Glad it was helpful!

@@jeffrhodes I was wondering if you could help me. Each day, we add emails to a category in Outlook using Power Automate. I want to remove them from this category, back to the category (none) at the end of the day. Do you have a video tutorial on anything that may help me? 🙂

@@twochimpscoffee - I haven't done this before but sounds intriguing. I will play around with it and do a video if I come up with a useful solution.

@@jeffrhodes thanks in advance 🙂

I would put the path into a variable and then look closely at the variable's value when you debug. You might be missing the folder or some other part of the path.

@@jeffrhodes can you provide any examples? I dont get it that way... Thank you for fast responce.

@@jordanseremy5763 - Look at around 19:20 in the video. The part that goes in File Path is what I would put into a separate variable. You will then be able to view the path when you debug. Hope this helps.

Thanks for the nice feedback!

I've done some splitting from Power BI as the data shows up in SharePoint as JSON. Have you tried using expressions in Power Automate to split as JSON there?

@@jeffrhodes I am a novice on Json. I have not tried that. Will check it out.

@@banksy2870 - Here is a new video I just put up that is hopefully helpful: ruclips.net/video/-N9AfzILDog/видео.html

@GatorNation - great questions. I don't have any other videos as I don't have an active DocuSign or Adobe Acrobat Sign license. However, both products can be used with multiple signatures. It will route from one to the next. I agree that using a SharePoint list to hold the data is not optimal for a large-scale usage. In that case, I recommend using Dataverse and then storing the signed forms in a SharePoint document library. If that, you need to come up with a good naming scheme that you can generate from the form for saving the files. The Power Apps application will need licensing such as a Power Apps per User license for each user. Hope this helps a bit.

@sonleepdaison3081 - you can use an ODATA filter in Excel, but you are limited. For example, you can't do AND or OR conditions. The syntax is <Excel Column Name> <operator> <value>. So if you Excel column name is Status, it might be: Status ne 'Completed'. Hope this helps.

@@jeffrhodes Thank you very much, that helps.

@@sonleepdaison3081 Good to hear!

This makes my day! Glad the video was helpful.

@joshbodzin5093 - can you give me more details? Are you looking to capture all emails and save them and the attachments? That could be most easily done saving to a SharePoint list, but that could be the SharePoint site associated with a team.

It sounds like you would need a licensed account to get rid of the that message.

I haven't done anything with multiple signers, but I believe you would handle that in the "listener" flow as you can detect when the workflow is finalized and when each signature occurs. Hope this helps.

We've seen some situations where Adobe Sign adds some of its own elements to the form. We had some success changing from Signature to Approval in that case, but that is just a guess. I no longer have my Adobe trial account and thus am unable to try this.

Glad you liked the video. I normally recommend sending the link to any attachment rather than adding the attachment directly. Where is the attachment that you want to send located? In SharePoint?

Glad it was helpful!

Ok so i found my own answer here. I ended up creating a new list from scratch (old one was created a while back and abandoned by someone else) so i guess they added some read only permissions to the field or something else obscure because when i made a fresh list with all the fields as required and then relinked the flow to the new list it all worked perfectly so thank you for your solution. I have learned a lot from this ordeal :D

@@SurvivingScotsman Good sleuthing! Glad you found this as I was not coming up with anything:)

@@jeffrhodes it's my own fault for trying to change something that someone else started and messed up and abandoned. always start clean where you can :)

Happy to help!

You might be in the new Designer. In that case, search for Forms and then Show All to get the list of actions. Show Response Details should be available. Then go to Enter Custom Value and paste in the Form ID. Hope this helps.

I'll have to think on that one:).

You are exactly right. If we want to preserve versioning, co-authoring, etc., we need to write the file to a SharePoint document library. We could then put the link to the file into the list item rather than attaching it directly. That sounds like a good idea for a video:). I will put it on my list. Thanks.

Here is the link to the new video: ruclips.net/video/f2eDP07rs8c/видео.htmlsi=bHupm56DibIpe3be

Good eye. There is an AppointmentLength column set as Number with a default value of 20. I didn't scroll the SharePoint list view to the right enough to show that.

Glad I could lend a hand!

Yes. You can set up a Scheduled Refresh in Power BI. Just be sure that the Excel file is in Teams/SharePoint or OneDrive so that it is accessible to the Power BI service.

I can't do that unfortunately. But I have found that using Adobe Acrobat Pro if you have it makes the process much easier. You can use it to mark up your PDF file and even put in logic. Then use that as a template instead of the Word document like I used in my video. I couldn't find a good reference for that, but that is likely due to my search not being specific enough. This link for the Power Platform side looks pretty helpful: helpx.adobe.com/sign/integrations/microsoft-powerapps-flow.html#sign-to-power-automate.

​@@jeffrhodes Fun fact: If you make your email address in the flow the same as your Adobe email address, it DOES NOT SEND. When I used one of my other email addresses, it worked fine. Sheesh. That would have been a handy piece of information. I"m still workingon figuring out how to put the data from the sharepoint list into my Adobe Sign agreement so it's all nice and pre-filled. :) Edit: GOT IT!!!! See, what you have to do is pull up the Advanced Parameters drop down in the Create Agreement and Send for Signature action, and pick the "Form Field" option. Then you can just keep "Add Item"'ing for each field that you need, making sure (I think) to match the name of the field in the flow to the tags on the Word document beint used as a template, and populate the default values of same with the values from the Sharepoint List. Hoky smokes. This was tricky but is super useful once you figure it out. DId you ever make a followup video tothis that shows how to use Templates that live in Adobe Sign? I need to see about adding the extra logic for tracking the Agreement status etc now within the Sharepoint List. :) :) :)

@@goodluckfox Good stuff! Thanks for sharing your lessons learned. I haven't made any follow-up videos unfortunately as I don't have Adobe Pro or Acrobat Sign on my personal machine. One nice DocuSign feature is the demo connector that doesn't require a license.

Great question. This app just writes the information to a SharePoint list. That list triggers a Power Automate flow with the DocuSign connector. This video describes building that flow as well as one for Adobe Sign: ruclips.net/video/19iibfzBTLU/видео.htmlsi=_MesVvnKT6tk7rIb.

Good to hear!!

Here is how my samples look in the Word documents. DocuSign: Name: /n1/ Address: /a1/ Signed: /s1/ Date Signed: /ds1/ Adobe: Name: {{Name 1_es_:signer1:fullname:font(size=Auto)}} Address: {{ Address}} Signed: {{ *Signature 1_es_:signer1:signature}} Date Signed: {{Date 1_es_:signer1:date:format(mm/dd/yyyy):font(size=Auto)}} Hope this helps.

If you are sending to the employee directly, then things aren't quite as complicated. You'd want to edit your OData query to check all 12 columns (e.g., if any of the 12 is "Due", you'd include that row). You'd then need to loop through all 12 of your columns and append any to the email. So your email may say that these trainings are due: Cyber Security, Diversity. If you are trying to send to management, then you'd need to further loop all the employees under that manager (like this current video). So you'd have one loop for each column for the employee and append the next employee to that variable until you switched managers (at which time you'd send the email). Hope this helps a bit.

Jeff, i appreciate your input. As i am beginner my flow is filtering only one column ( i copying flow from link below. (Using excel file not Sharepoint) I would appreciate your further guidance or it ll be huge huge help if could do a video. i have Employee first name last name , email and 12 columns (jan to Dec) containing status “Due” or “Received” I am attempting that a consolidated email reminder should go to employee and email should contain html table data from Jan to Dec columns where his status is due How i can filter desired results from multiple columns? My data is similar to video below. Only difference is i have 12 columns to filter data from excel file. From 7:10 minutes ruclips.net/video/tp0jLnmKcEs/видео.htmlsi=UdHmBTHSlno47TtM

Jeff, i appreciate your input. As i am beginner my flow is filtering only one column ( i copying flow from link below. (Using excel file not Sharepoint) I would appreciate your further guidance or it ll be huge huge help if could do a video. i have Employee first name last name , email and 12 columns (jan to Dec) containing status “Due” or “Received” I am attempting that a consolidated email reminder should go to employee and email should contain html table data from Jan to Dec columns where his status is due How i can filter desired results from multiple columns? My data is similar to video below. Only difference is i have 12 columns to filter data from excel file. From 7:10 minutes ruclips.net/video/tp0jLnmKcEs/видео.htmlsi=UdHmBTHSlno47TtM

@@nomirehman - this sounds like it would be an interesting video. Could you either email me a sanitized spreadsheet to use or even a screen capture of the columns? My email is jrhodes@plattecanyon.com.

@@jeffrhodes I have emailed the excel data sheet and basic details. You can make modifications to the data or output template if required. Thank you for all the help and guidance

Thanks for the nice words!

My Adobe demo account expired. Perhaps yours did as well? If not, you might go to Connections within Power Automate to see if any issues are showing there with Adobe Sign.

It sounds like your SharePoint list has one or more required columns where you are not providing a value. If that's the case, then just select the current value of the column as the value. For example, at around 25 minutes into the video, I write the ID column and select the current ID value as pare of Update Item. If you have others like Title, you will need to write the current value. Hope this helps.

@@jeffrhodes Hello Jeff! Thanks for your reply, do you mean to select all possible data under the update items bar? and I also want to ask I want to make a HTML table before sending the email because I have list of different objects that may be still incomplete. Do you have any reference towards that or maybe tips? or do you plan to make a video about it? I really need your help for my thesis, thank you so much!

@@JessicaLely-z4v - it not all data but any REQUIRED columns that need to have a value in the Update Item action. So if you have an Email column that is required, you'd need to provide the existing Email value. On the HTML table, you typically put that all in an Apply to Each loop. You initialize the variable before the loop and then put the row in during each loop: <tr><td>Data1</td><td>Data2</td></tr>. This recent video shows the technique: ruclips.net/video/aylSqs7wn6c/видео.htmlsi=bP_lfPwSlj5dOUL-. Hope this helps.

@@jeffrhodes Dear Josh, I tried all your tips from the comment section and your video and they truly help me! but when there are 2 data in the table, it keeps sending 2 different emails and when there are 3, the total of the email change to 3 with the first email only containing one data, the second data contains 2, and the third contains 3, and the data won't be inside the table, do you have any suggestions towards this? thanks

@@JessicaLely-z4v I would check your loops. This video send one email per course that not completed. So a user with multiple incomplete courses would be multiple emails. This video shows how to send one consolidated email per manager: ruclips.net/video/ylOMuO5zGKg/видео.htmlsi=_z9QGsvbpkZEATeU. It gets more complicated as you need to sort by the manager/email recipient and then send an email each time that person changes. Hope this helps.