Automation report distribution

Help Activities
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1

Background of this is to generate and distribute the report and send to requestors.
i have created a sharepoint form consisting of columns - Requestor, Source, Source URL, Destinated location, Day and Frequency.
where
Source - the web platform where each report can be generated, currently there will be 2-3 sources
Day - Monday to Sunday
Frequency - Weekly or Monthly

Requestor will fill in the form to request any reports they wish to receive on specific day on weekly or monthly basis.

How can i design the workflow in this case?

2

@A_Lee

Welcome to the community!

You can have the sharepoint form send its data to a DB or an excel.

In the first step of your workflow read the DB or excel.

Then check the criterias whether the day matches to send the particular report so on.

next have a flow switch to switch to your different sources at the end you can send the report.

3

I believe the form inputs are stored in a SharePoint list

You can export the SharePoint list into an excel format (iqy file). This is a dynamic file which means the changes in SharePoint will be automatically reflected in this file every time. You can keep this fine in your project folder and use normal excel activities to extract the details

Start looping through the excel and check one by one

Since you know current day - whenever any row meets the criteria - add this record to queue for processing

Till above - Dispatcher

from performer - just send the report and change the queue status to successful

Getting records from SharePoint via iqy is one of the method. You can use SharePoint activities alos if you are familiar with O365 packages