I am trying to create a Power Automate flow that uses the date in one column and produces a list of rows for those columns that fit the criteria. Essentially expiration dates to create a list of users who owe documentation.
I need the list to run at the end of the month for the following month. For example, the list to run June 30 and produce a list for all users whose training date is equal to or less than July 30(1).
Essentially, if their training is due by the end of July 30 or overdue their row (name and other info) will need to be exported to this list.
I have attached screen shots and the calendar convention is MM-DD-YYYY.
For the variable initialization, you'll need to correct the initial value. Based on the screenshots you provided, it looks like you pasted it as text when it should be set as an expression. Please update these two items, and you should be all set.
I've attached the screenshots for your reference.
Currently getting this error when trying to run the flow. Everything else looks mirrored to your screenshots.
The expression "TrainingDate ge 'addDays(formatDateTime(endofMonth(addDays(utcNow(), 60)), 'yyyy-mm-dd'), -1)' and TrainingDate Ie 'addDays(formatDateTime(endofMonth(addDays(utcNow(), 60)), 'yyyy-mm-dd'), -1)'" is not valid. Creating query failed.
clientRequestId: f6a96bac-9d73-4208-a1bc-5a31e4cc4785
serviceRequestId: ba7ea5a1-209d-0000-2c3d-dd2e05a23ace
In the screenshot, I've opted to email the report instead of saving it to Excel. The report will now be included in the body of the email. I also updated the variable syntax, which you can see in the screenshot.
If you need any further assistance with this, please let me know!
Could you provide screenshots of the flow process. I have everything in place but final three steps (bold type). I just want to make sure I'm following your steps properly in the flow process.
Additionally, the column we are filtering for the date comparisons is called "Most Recent Awareness Challenge Date"
Can you please follow these steps after your trigger? Initialize Variables
Add an Initialize variable action to create a variable called nextMonthDate and set its type to String. Use the following expression to calculate the last date of the next month:
Add another Initialize variable action called nextMonthEnd to store the last date of the next month (e.g., July 30). Use this expression to calculate it:
TrainingDate ge nextMonthDate and TrainingDate le nextMonthEnd
Add a Select action to shape the filtered data. Choose the fields you want to include in the output (e.g., name, email, training date).
Create your final list based on the selected and filtered data.
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