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Also, a great place to start with triggering emails from a SharePoint List based on a date in this template – Send a Happy Birthday email to employees on their birthday You may want to populate some data in a list and get this working and when doing so, you will have solved your problem, if not completely, almost 100%.
You need to send email when specific field changes in SharePoint, based on a field changing instead of just any field in the list item. SharePoint has provision for users to set up alerts when items in a SharePoint list change. However, sometimes you only want an alert when a specific field changes.
How to set a reminder email in SharePoint?
Most SharePoint lists and libraries to which you have added a date column will have an option available under the Flow menu titled “Set a reminder”. This option will create a Flow that will send out reminder emails to the person who created the Flow a specified number of days before the date you select.
How to change specific field changes in SharePoint?
Click on Condition in the ribbon, then pick If any value equals value. Click on the first value link and click the Fx button. Change Data source from Current Item to be Workflow Variables and Parameters. Then set Field from source to be Variable: isDateChanged. Click on the second value link and pick Yes.
For example, a list might have columns for Due Date, POC and Status. The requirement is to send an email to the POC one week before the due date if the item status is not complete. The following will explain how to meet this requirement.
I would like to have SharePoint send an alert when it is 1 month prior to that date. Can anyone help me do so? The loop example covers the requirement to check on a regular basis, to compare dates as a condition you will need to create a calculated column for Alert Date: = [Renewal Date] – 30
How to filter list items in SharePoint Online?
Here is the PowerShell example to get list items created in the past 30 days in SharePoint Online list. Add-Type -Path “C:\\Program Files\\Common Files\\Microsoft Shared\\Web Server Extensions\\16\\ISAPI\\Microsoft.SharePoint.Client.dll”
Can you use SharePoint utility to send email?
You can use a SharePoint Utility class to send an Email. One downside is that you cannot send to external users. If you are sending to external users they should be added to your mail exchange.
If you are sending to external users they should be added to your mail exchange. That needs to be done in advance since it will take some time to reflect such changes. This is very similar to the CSOM but it will use only JavaScript for sending emails. Thanks for contributing an answer to SharePoint Stack Exchange!