Відео

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: ua-cam.com/video/f2eDP07rs8c/v-deo.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: ua-cam.com/video/19iibfzBTLU/v-deo.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 ua-cam.com/video/tp0jLnmKcEs/v-deo.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 ua-cam.com/video/tp0jLnmKcEs/v-deo.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: ua-cam.com/video/aylSqs7wn6c/v-deo.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: ua-cam.com/video/ylOMuO5zGKg/v-deo.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.

Yes. This shows you how to copy old items from one SharePoint list to a matching archive SharePoint list.

This needs to be the original name of the column in SharePoint. I had named it Certificate and then renamed it to AgreementID. But the OData query wants the original name. The easiest way to find the correct name to use is to edit the column in SharePoint and then look at the URL: plattecanyon.sharepoint.com/samples/_layouts/15/FldEdit.aspx?List=%7BCAFDE37E%2D8780%2D4F96%2DB99E%2DF683F228C904%7D&Field=Certificate. The "Field=Certificate" part at the end is what you are looking for. If you are following my example and named it AgreementID initially, then use that instead. Hope this helps.

If you are connecting to a Group Form, you need to grab the FormID out of the address bar of the browser and then paste that in a custom value in both the "new response submitted" and "get response details" actions (7:30 - 8:30 in the video). Perhaps that is the issue?

@@jeffrhodes I did that already 👍 I'll ask my co worker he just was on holidays last week. Thanks

Glad this was helpful!

Thanks for the nice words. I would check to see if the file is there. If so, then the link may be incorrect due to the incorrect file name. If the file is not there, then that points to an issue saving the file or perhaps an invalid file name. Hope that helps a bit.

It sounds like the logic checking the varLastNotificationDate is having trouble. You might look at around 9:45 into the video up to 14 min to compare your setup. The gist of the logic is to first check the status. If it is incomplete, we read the most recent notification date, convert it to ticks. We then compare the current date (again converted to ticks) and see if at least 7 days has gone by. If so, we send another email and write today's date as the most recent notification date. Be sure that you write this date correctly to Excel. This is around 18:30 in the video. Hope this helps!

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.

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.

@@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 😭

@@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 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 - 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.

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.

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.

Appreciate the nice feedback!

@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.

I've added a video that will hopefully help with how to add a form to edit the status: ua-cam.com/video/hGE6LNPOadk/v-deo.htmlsi=Qx8U6BQC9qUkLI4E

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.

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.

Yes. That makes good sense. I'll put a video on the "to do" list. In the meantime, this video shows the basic concept: ua-cam.com/video/6qdqlcmV5sA/v-deo.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.

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

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.

Thank you @@jeffrhodes 👍

Glad this was helpful!!

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.

@@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 ua-cam.com/video/YYOcPrgAAyg/v-deo.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)

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

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

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

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

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.

Good to hear!!

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

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.

Confirmed, Power automate conditionsrecognizes a cell value even if generated by a formula

Glad this was helpful. Thanks for leaving a comment!

​@@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 :(

Glad it was helpful!

Great to hear and thanks for the comment!

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!

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).

@@jeffrhodes thank you for your help