In the previous
demo, Peter Kalmström, CEO and Systems Designer of kalmstrom.com
Business Solutions, created two Dataverse tables that will
be used in a recurring tasks app.
In
this demo, Peter will create a Power Automate flow. The
flow will run through the Templates table each morning and
create instances of the tasks for the current date in the
Daily Tasks table.
If you are not familiar with Power Automate already, we
recommend that you study Peter's book
SharePoint Flows from Scratch.
Steps
Create a scheduled cloud flow.
Create a Dataverse List rows action for the Templates
table. Filter it to only show rows where the 'Next'
column is empty.
Initialize the integer variable TemplateFrequency.
Set the variable TemplateFrequency to the value
of the data found by the Dataverse List rows action.
A loop will be created automatically.
Inside the loop, create a Decrement Variable action
that takes away 1 from the TemplateFrequency variable.
Still inside the loop, create a Dataverse Update
row action that sets the value in each 'Next' column
in the Templates table to the next appropriate date
for the recurring task.
Create a Dataverse List rows action for the Templates
table. Filter it to only show rows where the 'Next'
column has today's date.
Create a Dataverse Add new row action for the Daily
Tasks table. Add the task name and the description from
the previous action. A loop will be created automatically.
Inside the loop, create a Dataverse Update a row
action for the Templates table to empty the 'Next' columns
that were populated in the earlier Update row action.
In the next demo, Peter will create a form, so that users
can easily manage the tasks and set them to finished.
Learn more
Software that enhances SharePoint
Kanban Task Manager Visualize and co-operate on projects and tasks in SharePoint
and/or Outlook
Pivot Explorer Visualize and analyze list data in SharePoint
Templates Manager
Find, use, manage and distribute Office templates in SharePoint
In
this demo, Peter will create a Power Automate flow. The
flow will run through the Templates table each morning and
create instances of the tasks for the current date in the
Daily Tasks table. 
