Practice Lab 6 – Scheduled flow

In this lab you will create a scheduled flow.

What you will learn

How to create a Power Automate scheduled flow and process a list of SharePoint items.

High-level lab steps

Create a scheduled flow
Query SharePoint list
Use Data operations
Test the flow

Prerequisites

Must have completed Lab 3: SharePoint

Detailed steps

Exercise 1 – Create scheduled flow

Task 1.1 - Create the trigger

Navigate to the Power Automate portal https://make.powerautomate.com
Make sure you are in the Dev One environment.
Select + Create from the left navigation menu.
Select Scheduled cloud flow.
Enter Daily New Tasks for Flow name.
Set Repeat every to 1 Day.
Select Create.

Task 1.2 - Configure the trigger

Select the Recurrence trigger.
Select the Recurrence trigger name and enter Daily

[!NOTE] If you encounter an issue editing the trigger name, use Copilot to rename it.
Select Copilot, and in the Copilot chat enter the following prompt: Rename the trigger to Daily.

Task 1.3 - Query new tasks

Select the + icon under the trigger to add an action.
Enter list items in the search box.
Select Get items under SharePoint.
Select Get items action name and enter New tasks
Select or enter the Power Automate SharePoint site URL for Site Address.
Select Tasks for List Name.
Next to Advanced parameters, select Show all.
Select the Filter Query field and enter ApprovalStatus eq 'New'

Task 1.4 - Select columns

Select the + icon under the New tasks to add an action.
Enter Select in the search box.
Select Built-in.
Select Select under Data Operation.
Select the From field and select the Dynamic content icon.
Select body/value under New tasks.
Select the Enter key field and enter Task
Select the Enter value field, then select the Dynamic content icon.
Select Title from New tasks.
Select the Enter key field and enter Description
Select the Enter value field, then select the Dynamic content icon.
Select Description from New tasks.
Select the Enter key field and enter Due
Select the Enter value field, select the Dynamic content icon, and then select See more.
Select Deadline from New tasks.
If the flow designer has automatically added one or more For Each loops, drag the Select action outside of the loops and delete the loop(s).

Task 1.5 - Create table

Select the + icon under the Select action to add an action.
Enter create html in the search box.
Select Built-in.
Select Create HTML table under Data Operation.
Select Create HTML table action name and enter Format as HTML table
Select the From field and select the Dynamic content icon.
Select Output from Select.

Task 1.6 - Send email

Select the + icon under the Format as HTML table action to add an action.
Enter email in the search box.
Select Send an email (V2) under Office 365 Outlook.
Select the Send an email (V2) action name and enter Notify by email
Select the To field and enter MOD Administrator.
Select your tenant user email for To.
Select the Subject field and enter Daily Tasks
Select the Body field and select the Dynamic content icon.
Select Output from Format as HTML table.
Select Save.

Exercise 2 – Test scheduled flow

Task 2.1 - Run scheduled flow manually

Select Test
Select Manually.
Select Test.
Select Run flow.
Select Done.
In the Power Automate portal, select the App launcher in the top left of the browser window and then select Outlook.