I have a list with lists of all the certificates being used in my project.
I want to setup a notification (email) if certification expires (or say a week before expiration).
I would like to know solutions with and without code deployment (feature).
There are quite a few different options (workflow/custom dev/3rd party and open source products) coverd in this post
SO - Dated reminders in SharePoint
calendars
One option is to create a SharePoint Designer Workflow (meets your requirements), check this one, scroll down until you find the part it deals with the "Pause Until Date" activity.
Look through the Information Management Policy Settings in your List Settings and see if you can use the content expiration to achieve this. You can trigger a workflow to run (e.g. one that sends a notification email) on an item based on a date field in your list.
So, for example, you can have it fire off an email on Created Date + 10 days to notify whomever of its pending expiration
Related
I have a PowerApps App which is linked to a SharePoint List. When the user makes some changes to the text field in the app; I want the flow to send the user an email regarding the update.
I've been trying to track the SharePoint List entry and see if the entry is modified, then send an email. But so far I'm unable to do so.
I've been able to send an email when a text field changes to a specific text; but I'm looking for something where a particular entry in the list is changed.
When an item is created or modified > Condition (Column is equal to Yes) > Send email based on the condition
You don't need Powerapps for the same, what I mean is you need Flow for this.
Create and Run your flow on SharePoint directly.
In your flow check whatever your field is changed, if changed then you can send the user email.
You do not need to depend on Powerapps, Flow can alone work for this scenario.
Ensure you are using the Sharepoint When an item is created or modified Trigger in Power Automate (the tool formerly known as Flow)
Add a Trigger Condition for the column in question. Something along the lines of #triggerBody()?.Status,'Pending')
Trigger Conditions are not very well documented at the moment, but provide a powerful way to control when a Power Automate runs.
I am setting up a retention policy against a document library that will run a workflow that will notify the admin to either delete or archive the document after x number of days.
Please help
Start the Workflow when the item is Created
Use the following Actions in your Workflow:
Pause for Duration (specify x days there)
Send an Email (specify Admins group and notification text)
can also use Microsoft Flow if thats easier which I think it is
I have a web application that monitors farms in certain areas. Right now I am having a problem of performing automation with some of the tasks.
Users of the web application can send reports or checkins using keywords. If the reports or checkins correspond to certain keywords, for example "alert", I need the web application to send an alert to the user via email using that web application. But that alert must be sent two weeks after the date of the report received, and to that particular user only.
Would it be possible to use cron to perform this? If not, can anyone suggest me a workaround?
A possible approach you might consider is to store an entry in a database for each of these reminder emails you need to send, at the time your user does whatever action in your application that determines the need to send that email exists. Include the recipient, the date to be sent, and the email content as content you store for each entry. Schedule a single cron job to run periodically to process these database records by due date, and populate an email template to be sent out. You can then either delete the database records, or a better option, include a column that indicates they were sent and mark them as sent.
It would help to provide which technology stack you're operating on and what the application is developed in. Others might be able to point you to technology specific approaches or pre-built plugins/extensions that already do this for the situation you're in, to help you avoid the need to write your own code for the solution.
I'm currently working on a MOSS 2007 site and i need to set up a "system" which will e-mail all the changes in all the lists and libraries in the site.
I'm new to the Sharepoint world, i wonder if it is possible.
P.S. I have no access to the Central Administration panel. (If it has anything to do with my purpose)
Thanks
You can write custom timer job to do this task.
You could do it in this way:
Create custom timer job feature, set timerjob schedule.
On FeatureActivated event add that timerjob to SharePoint and have a [Persisted] property like SiteUrl in timerjob, which you could pass in constructor to let timerjob determine with which site to work with.
Use SPWeb.SiteUsers to get all users in SharePoint.
Loop each user, open new SPSite impersonated as each user.
On SPSite.RootWeb (SPWeb) execute GetSiteData (read community comments for some great examples and explanation on how to use it). Use Query that queries items where Modified field has value greater than (follow link for important info to query correctly) what you want.
Generate html out of your data and SPUtility.SendMail.
There is a scheduled reminder job feature available. However it works only on 1 List scope. But you can download source code, open RmdJobDefinition class and just see how it works to assist you writing your own class.
Good luck.
I'm afraid you can only setup the alert on a list (or item) basis. In the list you go to Actions => Alerts => When to send alerts => Weekly. I didn't check the Central Admin since you don't have access in your scenario.
Seeing if anyone else has had this problem and a resolution to it.
I have a visual studio sequential workflow on a list (not a library) which does NOT use tasks, the approval process is done through the Approve/Reject OOTB buttons on the list item. The approval is a 2 stage approval, whereby if the 1st stage is completed (via clicking the Approve OOTB button), i reset the ModerationInformation.Status from Approved back to pending then send an email to the 2nd stage approver.
My problem is, when i set the the ModerationInformation.Status back to Pending from Approved so there is never an approved version, the Creator loses permissions to view the item, and i get the "cannot find item" error from SharePoint for the person who created the item. The 1st and 2nd level approvers and anyone with approve rights CAN still see the item.
Some more background information. the code i am using to update the moderationinformation is
I get the properties from the workflow event and get a hook into the listitem
properties.Item.ModerationInformation.Status = SPModerationStatusType.Pending;
properties.Item.Update();
can anyone help.
Try using properties.Item.SystemUpdate(); this prevents SHarePoint from triggering any attached EventReceivers etc. I've had the same thing happen also. IMHO this is related to the fact that the item goes into update mode, then SharePoint basically has taken control over the item (seeing as workflows are usually run as the System account) but still sends you back to the the return url (i.e. the EditItem page of the list).
Since SharePoint is probably still doing work on the item (and when you use item.Update() it goes through all events etc. etc.) you cannot open it anymore, because you are not the system account.
When SharePoint finishes (after sent the emails etc.) the item is accessible by users again.
Like I said, I had the same thing happen during long running (i.e. longer than 2 to 3 seconds) EventReceivers / Workflows.