I need a workflow to track a due date on an issues list and one week before due date send a reminder email.
My workflow is
Add -7 days to CurrentItem:DueDate (Output to Variable:date1)
then pause until Variable:Date1
then email CurrentItem:Responsible
with the email being sent to
CurrentItem:Responsible returned as an email address, semicolon delimited.
This currently isn't emailing my user, but the workflow is completing after the seven day point is reached.
Is there a better way to set up this workflow, or why might this workflow complete but not send the email?
A lot of things can go wrong with mailing from WF.
I would check if the SharePoint-User you have selected actually has an email (and the right one) assigned in SP.
Eventually you can write the mail-address to the log, after the pause, so you really can see if the WF finds it.
In this blog, you can write the mail-address to the log,
Declare due date =29/02/2016 & minus 7 days stored in date variable
This remainder mail through users or author of the item,
Site workflow has been created .we ll run this action site level
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Related
Is it possible to set an an automated email to be sent to a specified email address if an Azure Board work item hasn't been actioned within a specified time range?
i.e. if no action has been done on a work item for 5 days, send myself an email.
One of the workaround to automate this work is to use logicapps where I have tried to retrieve the Change Date for a desired work item and used dateDifference function to calculate the difference with today's date. When the difference is more than 5 days I tried to trigger an email. Below is the flow that worked for me.
Below is the expression I used for comparision
int(slice(string(dateDifference(body('Get_work_item_details')?['fields']?['System_ChangedDate'],utcNow())),0,2))
RESULTS:
Successful Run
In my Inbox
(As far as I know) SharePoint list alerts only fire off due to a change. If I want an email to go out daily even if there were no changes, I figured I could create a calculated field that does today's date minus the "Start Date". It will increment by 1 every day. Will this cause a daily change email to go out? If not, does anyone have a trick for emailing out a list daily even when there are no changes? Thanks!
This will not cause the alert to go out. Calculated fields are only calculated when the list is accessed. The only way I see to do this is to create a site level workflow with a tool like Nintex or create a timer job that can generate the email you want. Nintex Workflows can be scheduled to run on a regular basis. Workflows created with SharePoint Designer cannot be scheduled out of the box.
In SharePoint 2007 document library I want to send automatic email notification to user two days before expiry date.
After expiry date document will remain in the library.
Any suggestions would really be appreciated.
You just need to create workflow in SharePoint designer. During creation of an item the workflow starts and waits until execution date. If expiry date can be changed you need another action which cancels old workflow (with old date) and starts new one (with need date).
Here you can find instruction how it can be done in SPD
Create a SharePoint Designer (SPD) workflow
Select your task list
Set it to run on Create
Click Next
In the Actions section add these three actions:
- Add time to date
- Pause until date
- Send email
My example looks like this after the properties are set:
Add -7 days to Tasks:Due Date (Output to Variable: ReminderDate)
then Pause until Variable: Reminder Date
then Email this message (you can hard code the address or use the assigned to... )
Notes for this very simple example:
- If someone edits the task and sets a new due date, this workflow will still send the reminder based on the old date.
- It does not check to see if the Due Date is at least two days in the future.
Ref: http://social.msdn.microsoft.com/Forums/en-US/acb12dd2-d6a5-4b7e-b233-037558bfa2e5/start-workflow-x-days-before-expiry-date?forum=sharepointcustomizationlegacy
after selecting lead and if Email button from ribbon is selected , then email form opens , here is it possible to set time and date for email to be send.
i tried "Actual start , Actual end , Due date etc" but mails sends immediatly after send button is pressed.
Is there any other ways to set Date and time for sending email.
Thanks in Advance.
I don't think there is a great out of the box solution for what you are looking for. However, depending on which version of CRM you are using (online vs on premise) You can create workflow that will fire off of one of those date fields being set (or a custom one) and wait until that specified time. To actually send it you will have create a workflow assembly (on prem only at this time I believe) to send that e-mail record out.
If it is online or you want to not add any code you can still do this trick. There are some drawbacks such as the e-mail would be text only, not able to recreate the activity party lists and some other things. Here is what I would do.
Create a new entity called Scheduled E-mail
Create all of the e-mail fields that you need to recreate as well as a date field to send the e-mail out by.
Create the workflow on the Scheduled E-mail entity to wait until the specified date.
After the step use the "Send E-mail" step to send the e-mail and copy over all of the fields you need.
This isn't a perfect solution, but will work with no code.
Hope this helps!
I have a calculated variable called SendEmailDate (=[Due Date]-1), which will be used to determnie when to send the reminder email because I want something to go out one day before the task is due.
Here is what I currently have for my workflow.
-- First step
If Status == Completed
Stop task
-- Second step
If SendEmailDate == Today (how do I get this?)
Send reminder email
Else
Pause until SendEmailDate
I'm pretty sure that the logic above will work. But how do I get the current date in a workflow? I did find this which shows how to loop a workflow but that didn't really help me in my cause.
Thank you.
In the formula list in Sharepoint Designer, isn't there an option for "Current Date" that you can drop into your workflow?