Getting notification or alert or when document review is there near to three months

Question

We have list and it has below 2 columns which are Date issue and renew cycle

Date issued ( Date issued when document issued )

Renewal Cycle ( from this we can take it )

I have made view where user can see the exact date of the review.

Suppose review date is on June 1st 2023, but users want to get alert 3 months before for that example it should on March 1st 2023 on this date alert or notifcation should be sent to user.

so user wants to see the documents which are near to 3 months of reviewing.

so Please suggest what could be the column formula and column values, Can you please provide me with example on what exactly needs to be done,

Thank you

Answer 1

Hi @sns ,

According to my research and testing, I suggest you use flow to achieve your needs.

You may need to set up an on-premises gateway to connect Power Automate to your SharePoint Server 2016.

https://learn.microsoft.com/en-us/power-automate/gateway-manage

And then you can use power automate to create a flow as below:

Create a new flow: choose “Scheduled cloud flow” and set the parameters according to your actual situation.

Fill in the judgment conditions:

review date

Or

formatDateTime(item()['reviw date'],'yyyy-MM-dd')
is equal to
addDays(utcNow(),90,'yyyy-MM-dd')

Then run the flow and you can receive an email as below:

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