rutica
Forms Fledgling

workflow that sends email based on date

Hi,

I am using SharePoint 2013.  I am a newbie with workflows. Please help! I'm trying to create a workflow that sends users an email if a form hasn't been updated timely.

 

The list  has the fields:

  • ID (Number)
  • ProjectName (Single line of text)
  • ProjectLead (People or Group)
  • Frequency (choice field: Monthly, Bi-weekly, Weekly)
  • State (choice field: In Progress, Closed, On Hold, Withdrawn)
  • Modified (Standard SharePoint field: Date)

 

If State=In Progress and Frequency = "Monthly", then look thru all the records and send the ProjectLeads an email if Modified < Today's Date -30. The email should list all the late ProjectNames assigned to the ProjectLead along with their IDs and links to the records in edit mode.

 

Same with Bi-Weekly but the formula would be Modified < Today's Date -14. 

Same with Weekly but the formula would be Modified < Today's Date -7. 

 

I was hoping the workflow could be set to run daily. 

 

Thanks in advance! Please be gentle since my programming skills are beginner level. 🙂

 

 

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2 Replies
rutica
Forms Fledgling

Re: workflow that sends email based on date

Hi

Is there anyone who can help me?

 

Thanks

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Nates_Mom
Workflow Hero

Re: workflow that sends email based on date

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