I have a list named reminder_list which has a DateTime field called reminder date.
I want to create a SharePoint designer workflow on that list which will run everyday and check if the reminder date field is equal to current date or not,if it is equal then it will send an email.
Is this possible to do? Anyone any ideas?
You can't do it using SharePoint Workflows. You should use Custom Timer Jobs instead, see: http://www.andrewconnell.com/Creating-Custom-SharePoint-Timer-Jobs
http://code.msdn.microsoft.com/office/SharePoint-2010-Custom-416cd3a1
Related
A power automate flow triggered on a daily schedule will check the list for any tickets that meet (or exceed) due date and submit a ticket to Orion via email. The last run and due date will then be updated. The system may be used to trigger tickets in supplier interface in the future - the destination system should be considered in the list schema.
i am having a hard time to develop a flow that executes the above requirement.
In Power Automate, create a scheduled flow that runs every day.
Declare all variables you will need later.
Assuming you store the value of the last run timestamp in a configuration SharePoint list for example, search and use the action Get item to get the list item where the last run time is stored in this list (you're have to create it if not existing though).
Search and use the function utcNow() in an expression to get the current datetime value.
Convert the previous datetime value with the action Convert time zone to an ISO-8601 datetime using FormatDateTime() function according to your timezone.
Search and use the action Get list items to get all the items of day from your SharePoint list, and filter the query via an OData expression according to the rule (today's date =< last run date + frequency).
Search and use Send an email V2 to send email.
Search and use the action Update item to update the last run time that is stored in a list item in the configuration list mentionned at the beginning.
(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.
I am new with Microsoft CRM 2011, I can define a workflow for an entity,
How can I implement this scenario:
Assign a task to someone one week before the expiry date of the contract.
Thanks.
Create a Custom field (e.g. new_taskreminder) on Contract Entity to store date to execute workflow.
Populate the newly created field with (ContractEndDate - 1 Week). You can write a plugin to populate the field or Contracts are only created using CRM UI then you can write javascript as well.
Create a new Workflow and add the wait condition as below:
Instead of Contract End Date, select the newly created field.
Under the condition, create new record. Select task from dropdown. Set the properties as you want to assign the task to someone.
Final workflow will look like this: Activate the workflow to make affect.
UPDATE
NOTE:
If you want to run workflow on fixed 7 days before ContractEndDate. You don't need to create or populate custom field. You can write the wait condition as below:
But if you want to calculate the weekdays and holidays, then good to write a plugin or custom workflow activity.
I hope it will help you.
I was hoping you could help me. I have a calendar in SharePoint 2010 that I want to run a Nintex Workflow when the following conditions are true:
A new item is created
The "Type of Leave" field equals "Vacation". This field I created as just a category for the types of requests.
The date that the item was created for already has an entry with the "Type of Leave" field equaling "Vacation."
The use of this will be that the first person to enter vacation on a day will be automatically granted. But if more than one person enters vacation on the day that another vacation day is on, it will go through an approval process through their manager.
Here's what I've tried/reviewed:
- Using a Condition within a workflow. I can't find an option that would complete this.
- I did try looking on line searching for different solutions. I've watched some tutorials but nothing with this kind of solution was present.
- One thought I did have was to have an additional calculated column that counted how many entries for the same day with "Vacation" and then use that in a condition if the column was greater than 1 but I couldn't figure out the syntax.
This is on SharePoint 2010.
Thank you!
have you considered using the rest interface to query the list from nintex:
http://msdn.microsoft.com/en-us/library/office/ff521587(v=office.14).aspx
You can call this service from nintext using the call web service action.
Apply the filters on the url as per documentation above and count the records returned you can then include that in the nintext condition.
I am not sure if Nintext supports calls to Restfull services (from memory i think it does).
If not, you can use the Soap web service, same principle as above just the parameters to call it are slightly more complicated:
http://msdn.microsoft.com/en-us/library/lists.lists.getlistitems(v=office.12).aspx
I don't think there's an need for REST. Once your workflow starts, query the list for items matching the current item booking date and put the result in a collection. You can query the collection length, and if it's >0 you can use that condition to steer the logic of your workflow.
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