Power Up With Power Apps – Setting Alerts with Power Automate
Setting Alerts with Power Automate
Microsoft Power Automate was designed to help people connect their favorite apps and services, synchronize files, get notifications, collect data, and much more. In this article, we go further into depth on how you can maximize your efficiency and enhance your workflows.
Since the release of Power Automate, Microsoft has expanded its capabilities with the integration of SharePoint. In this article, we will elaborate on how to Set Up Alerts with Power Automate.
How to Set Alerts
Setting up alerts in your SharePoint document libraries or lists is made easy with Power Automate.
When you add a custom Date column to any library or list, you get an OOTB option when clicking on the Automate button on your task row. From here, you can configure a flow to quickly set a reminder based on the custom Date column you created.
- You can create a custom Date column by clicking on + Add Column and choosing Date and Time.
- Give your column a Name and click on Save.
Note: Add some values to your Date column for testing.
- Once the Date column is created, you will notice a “Set a Reminder” option based on the Date column you created under the Automate button.
- Click on Automate > Set a reminder > Due Date; a popup window on the right of your screen will set up the flow for you.
- Click on Continue.
- Give your Flow a name and set the number of days you would like to get a reminder in advance of the Due Date.
- Click on Create.
- This will create and trigger the flow to run daily to check which items in your library or list have their Due Dates in the next 3 days, in our example, or the number of days you choose and send you a reminder email with the items. If you had some values in your Due Date column that matches the number of days in advance condition, you would receive an email reminder like this.
- You can change or delete your flow by clicking on Automate > Power Automate > See your flows.
- You will be taken to Power Automate Home Page; from here, select your flow and choose whether to edit or delete; you can also see the run history of your discharge.
Another good way to manage alerts using OOTB SharePoint and Power Automate features is to create a custom Date column for Libraries that have Content Approval enabled in them.
When documents are sent for Approval, a date could also be added in the Custom Date column; this way, Approvers can quickly create the “Set a Reminder” email alert flow to remind them of items they need to act on before a pre-set number of days before its Due Date.
Want to discover more about Power Automate? Read more here.
Learn more concepts like Setting Alerts with Power Automate through our Power Up with Power Apps Series.
Contact us to get started or learn how to implement and use the SharePoint Integration in Power Automate for maximum collaboration and workflow efficiency.
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