What I'm trying to do is to set up a Workflow which will check the date input when uploading a contract into a SharePoint Library called 'New Starter Process' then if the date is within a week an email is sent out to a Manager.
From a previous question posted on here it's been suggested that I create a Date using the Calculate Date Action at 7 days in the future then query it against the relevant date field which makes sense.
Here's the Workflow as it stands:
The Calculate Date stores the date in the Variable in CheckDate.
I've created the Variables: CheckDate (Date and Time) and CollectedHRDates. So in the first Query List I've configured it to check the Leave Date against the CheckDate Variable
Great, but how should I configure the second Configure Action? Also when it comes to the Notification in the body of the email I can't put in any references to the Library fields? Any help gratefully received!
I can see that if I set up a Workflow on the Library itself then the email notification can access the Library Columns, but do I need to have the Workflow running on the site to schedule it to run daily?