cancel
Showing results for 
Search instead for 
Did you mean: 
Workflow Hero

Email generated after a renewal date is expected

Jump to solution

Hi

Need help to create a workflow to send an email notification to a person/group whom is responsible for a contract when its up for a renewal. To send an email close to the renewal date 10 days before and then another email after its passed.

It needs to work through the whole sharepoint list.

Labels: (1)
0 Kudos
Reply
12 Replies
Workflow Hero

Re: Email generated after a renewal date is expected

Jump to solution

You need a site workflow

ive blogged about them here

 

Reply
Workflow Hero

Re: Email generated after a renewal date is expected

Jump to solution

Hi Priya,

‌ is exactly right. Site Workflow is the way to go. Her blog example looks pretty close to what you would be creating. Nice Blog Cassy!

Reply
Workflow Hero

Re: Email generated after a renewal date is expected

Jump to solution

Site level workflow will handle everything you are looking to do, as everyone pointed out already

‌'s blog post goes into details on how you would set it up and build it, but at a high level, you will need the following:

  • Query list/library
    • To get the item(s) that are up for renewal
  • Loop
    • To loop through your results, build an context around the item, and then email it out

Hope this helps!

Reply
Workflow Hero

Re: Email generated after a renewal date is expected

Jump to solution

Wow ... great response thank you so much all.

I will look into Cassy's blog and will implement a site workflow. I will keep this thread open just in case I hit into a any problems.

Thanks

Priya

Reply
Workflow Hero

Re: Email generated after a renewal date is expected

Jump to solution

Sounds Great Priya! If ‌'s blog works out for you, please remember to come back and mark her answer as correct.

Thanks and Regards,

Patrick Kelligan

Reply
Workflow Hero

Re: Email generated after a renewal date is expected

Jump to solution

‌ definitely recommended a solution I would've chose. Site workflow is what you should do!

Reply
Workflow Hero

Re: Email generated after a renewal date is expected

Jump to solution

Hi Cassy,

Just wanted to let you know that i have successfully implemented a site workflow with a few tweaks but its worked.

Thank you so much for your help.

This community is amazing any problems i have had or unsure how to complete a problem I have found the answers here.

Thank you again Cassy

regards

Priya

Reply
Workflow Hero

Re: Email generated after a renewal date is expected

Jump to solution

you are most welcome

Reply
Workflow Hero

Re: Email generated after a renewal date is expected

Jump to solution

Hi Cassy,

How can I amend the workflow to allow for 3 dates.

This is the scenario, its a contract renewal and the workflow sends an email on each reminder date.

I am still thinking a site workflow is best but not sure how to use one workflow that sends an email dependent on the 3 different reminders dates.

thanks for your help in advance

0 Kudos
Reply