Creating Rule in SharePoint List to auto escalate case when exceeds due date.

Question

Creating Rule in SharePoint List to auto escalate case when exceeds due date.

AMAN SHAIKH 40

Hey everybody,
Hope you are doing well.

I have created one SharePoint List where I have 10 columns. I want when an Item or case exceeds any speicfic date then it should auto esclate to his manager so that he can take action.

For this problem, I have created a Due Date Column and Branch Manager Column So when i select a date and assingn manager when date exceeds to due date then mail should send to manager.

I have created rule for this using create rules option which is available in List.

When Due Date changes to relative Date then send mail to **Branch Manager.
**
But my this logic is not working. when I select todays date then it sends mail but for future date its not sending mail.

Basically I want when I select 10 june in Due date then mail should send on 10th june only to manager ID.

Is it possible in SharePoint List?
I don't want well drafted mail, just send the notification that this exceeds to due date.

Please provide me solution of this problem.
Try to attach snippet so that I can implement easily.

Thanks & Regards,
Aman Shaikh.

Emily Du-MSFT 51,846 Reputation points Microsoft External Staff

2024-06-07T01:48:22.22+00:00

Thank you for your question.

We are currently looking into this issue and will give you an update as soon as possible.

1 answer

Your answer

Emily Du-MSFT 51,846 Reputation points Microsoft External Staff

2024-06-07T01:48:22.22+00:00

Thank you for your question.

We are currently looking into this issue and will give you an update as soon as possible.

Answer 1

Emily Du-MSFT 51,846 Microsoft External Staff

Based on your description, I understand that you want to send notification to manager when today exceeds due date.

You could create a flow as following example.

Expressions are:

formatDateTime(utcNow(),'yyyyMMdd')

formatDateTime(triggerOutputs()?['body/DueDate'])

If you set 10th June as due date, when today exceeds 10th June, for example today is11th June, then a notification email will be sent to manager.

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AMAN SHAIKH 40 Reputation points

2024-06-07T16:45:11.6033333+00:00

Thanks for your help. But can do this more easily by direct option available in the SharePoint List app.

Automate> Rules > Create rule > Data in column changes >
when Due Date changes to Today(relative) send mail to **Manger .
**
I am attaching snippet of that column as well as rule that I have created.

I am getting mail through this but when I select due date is Today . But For any future date I am not getting any mail. I think my logic is not correct please help me if you get this.

Thanks a lot.
Emily Du-MSFT 51,846 Reputation points Microsoft External Staff

2024-06-11T10:31:48.5533333+00:00

I test in my SharePoint list, and it works well.

And a reminder you should note, when you are filling in a value in the blank Due date column for the first time, it will not send the notification email. It only sends notification email when you are changing the value of Due date column which is filled in with existing value.

Here is my test:

1.Add a rule.

2.In the outlook.
Emily Du-MSFT 51,846 Reputation points Microsoft External Staff

2024-06-17T01:32:51.12+00:00

I'm checking how the things are going on about this issue.

If there is any problem, please feel free to let me know.

If the answer is helpful, please click "Accept Answer" and kindly upvote it.
Emily Du-MSFT 51,846 Reputation points Microsoft External Staff

2024-06-25T09:34:07.6933333+00:00

I have not received a response from you.

Anything else I can help, feel free to let me know.

I would appreciate it if you would like to share a recent update on your problem.

If the answer is helpful, please click "Accept Answer" and kindly upvote it.

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Creating Rule in SharePoint List to auto escalate case when exceeds due date.

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