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Generating an email when SharePoint list items get to 5 or more

  • June 2, 2017
  • 1 reply
  • 3 views

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That's basically it. I have a user who wants a workflow to start when there are 5 or more items in a SharePoint list which will send him an email. How would I go about doing this?

1 reply

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  • June 5, 2017

Darren Floyd

Why an email when the list gets to 5 items?  That seems rather simple and not productive for a workflow or activity. I could be wrong, but what version of SharePoint are you running?

Two different approaches

1. The easiest way to do this is to build a site workflow that runs every 2 to 4 hours or that runs daily.  The workflow could query the LIST in question and store the item name/title and the item ID. You could then do a count of those items, and if the items in the returned collection is >= 5 then send an email. 

2. You could also have a workflow running on each item on the list. If the item ID is != 5 then end workflow. This is not as efficient as the site based workflow.