This Microsoft flow tutorial explains, how to send a Happy Birthday email to employees using Microsoft Flow in SharePoint Online Office 365. We will get to know how to use Microsoft flow template Send wishes to employees by email as per the birth date in SharePoint list.
Microsoft Flow: Send Happy BirthDay Email to Employees
Step 1: Login to the site -> Go to site contents -> Create a New list -> Add the columns as per the below screenshot.
Step 2: In top of the ribbon, click on Create a flow. You will redirect to the flow template page.
Step 4: Choose the template ” Send wishes to employees by email as per the birth date in SharePoint“.
Step 5: Next it will verify your credential to go next page. Once it gets verified, click on the continue button to redirect next page.
Step 6: Here SharePoint will automatically create your template so we need to modify it as per the requirement. Before going anywhere, We need to set the Recurrence for a reminder.
First of create a Recurrence action that will trigger an event to run at regular time intervals. In my case I want it to run once every day.
Step 7: Next I create a Compose that returns a function value “@adddays(utcnow(), 7, ‘yyyy-MM-dd07:00:00Z’)” (remember to put the function within quotes or else it won’t work).
Now that I have today’s date + 7 I can run Get items on the approved content SP List with an OData filter, which only returns items where NextReviewDate equals to the Compose Output (utcnow() + 7) and the Representative is not equal to null.
You can add the different function like “@equals(substring(item()?[‘DOB’], 0, 10),utcnow(‘yyyy-MM-dd’))’.
Step 8: Add the condition and put the Email ID inside TO field in Send an email.
Step 9: Test the flow and check the flow returns the value true or false. If it returns true then it will trigger an email otherwise it won’t trigger, you will get an error message on Send an email action.
Step 10: Now that you have the list items, add an Apply to each step which loops all the items in the Get Items step, and then runs the Send an email step which sends an email to the representative of each item. Below is the email I received as my DOB is same as system date.
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Hope this SharePoint tutorial explains, how to use Send wishes to employees by email as per the birth date in the SharePoint list Microsoft flow template. And also, we will see how to send a happy birthday email using Microsoft flow.
Rajkiran is currently working as a SharePoint Consultant in India . Rajkiran having 7+ years of experience in Microsoft Technologies such as SharePoint 2019/2016/2013/2010, MOSS 2007,WSS 3.0, Migration, Asp.Net, C#.Net, Sql Server, Ajax, jQuery etc.He is C#Corner MVP (2 Times).