Site Workflow - Document Review Date Approaching Reminders

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45 replies

Badge +1

Is there a way to do this by grabbing only the most recent date entered if it's older than 14 days?  I have 4 col: Emp, ReviewTopic, Reviewer, and ReviewDate.  I need to send an email to each employee if the last (most recent entered) review date is older than 14 days.  Been racking my brain and these forums for a few days now.  I can get it to email each employee (regardless of the last date entered) or not at all.  Thanks in advance

Badge +16

Can you use sort order on query list to make sure most recently modified is at the top. Then look at that date to see if more than 14 days? Have you posted a question relating to this? If so please link it here and I’ll take a look.

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I did but deleted it and then not even 30 minutes after I posted the reply above I was given some information that fixed the issue.  I will post the wf and the fix in the morning. Thanks for the quick response.  I actually modeled it off of a few posts you made.


Badge +1

The issue I was having ultimately was the person/user account info.  Once I set the user to display name and then used CAML (removing 'LookupId="TRUE"') in my nested query my wf worked perfectly.  Again thank you for your past examples.

Badge +11

Are you getting the same error message as seen on my screenshot above?
If do, then do what I suggested:

update the vListIDProcedureID from List ID to Single Line Text.

Badge +5

I think at some point I may have done that. I have written several workflows for items coming due and so far all are running ok. My new "issue" is a soap: error.  

Thanks again. 

Badge +2

Cassy Freeman‌ 

I've created WF on nintex, the first reminder is working. I defined the To (Owner) and the Owner received the email. But the second reminder Owner not able to receive the email. the 2nd notification I used the site WF to schedule the timing. Any help is much appreciated. Thank you

Badge +16

Gel G‌ please can you create a new question on Getting Started‌ with some screenshots and I (or others) can help.

Badge +2

How did you do that? I'm trying to include a link to the item but I have not had much luck. I'm creating a site workflow to run every day.

Badge +5

What are you trying to link to? I cannot find the post/thread with the question.

Badge +5

To display the form you have to add the ....DispForm.aspx?ID= {The item ID variable}

But you have to add it at the end of the path for your list: normally add that pat in the body of the email using the INSERT Link option. The address with the DispForm address goes in the address section. I normally create an ID variable if I am creating a site workflow. This is the variable goes after the =.

Badge +4

This site workflow solves so many issues.  Thank you very much for all of the detail included.

Thanks for all the work on this workflow example but I've got a minor issue with the For Each Item loop. It's going thru the loop twice for every item in my list. I saw this comment on 11-1-17 and I'm wondering if this might be part of my problem. I did create a List Item ID variable called ListIDProcedureID. I'm not sure what the comment from 11-1-17 meant by "List ID instead of text".



I think it was a problem with the vListIDProcedureID being a variable > List ID instead of text.

When I chosen a different variable set a text, the workflow works now.


I am yet confused what the FOR EACH does ??
Is it supposed to check how many items are about to expire and then send individual email for each??


I had an impression that it would show a list of all potential expire items on one email instead of multiple emails.

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This is working great up to the last For Each.  What does the log in history do and since I didnt add that to my workflow that may actually be my issue.

I'm not surew how to set that up.





Thank you so much for providing detailed step explanation.  For beginners like me, it is invaluable!


I followed the instructions and got it to work...I've tried many much more complex solutions to no avail.  So my question is...I want to do parallel actions and have 4 branches going at the same time...30-60-90-120day notifications.  I put my 30day working workflow in an action set and copied it for each branch.  The workflow runs but no emails go out.  I'm wondering if I either need to index or use different collections for each branch.

Badge +4
"Re: Email generated after a renewal date is expected"

Thank you for the great write up on how to do this.  I followed the exact steps and it worked. 




Would like to see how we can configured the workflow to send multiple reminders like 30 days before due date and then another one 15 days before due date. 


Huey Tran

Badge +3

CassymFreeman - The images on your post are broken. Can you reupload the images so I can see how you configured the actions? Thanks.