sending reminders with site workflow

  • 19 October 2016
  • 6 replies
  • 33 views
M
Badge +7

Hello,

I have a requirement to send an email 15 days after enrollment date (date field) and if the benefits choice field is "pending". After this email notification we need to send reminders every two days until the benefit choice field changes from "pending"

It works for the first notification but not the reminders. Here is how I have it setup:

Action Set:

  1. Calculate date: -15 days (store in variable var15days)
  2. Query list
    • Filter by benefit choice field "pending" and enrollment date equals var15days
  3. For each
  4. Send Notification

how do i set it up so that reminders are sent every two days after the 15 day email? Any help is appreciated!

6 replies

C
Badge +16

You could add another column called reminder sent which you would populate with your first workflow detailed above - current date

have another site workflow to run every day to calculate 2 days after that date and send another email and then update that field again.  Does that make sense?  I can mock something up for you if it doesn't 

M
Badge +7

Hi Cassy,

This is a site workflow as well. the reminders are different based on about 5 fields.

Field 1 if not checked send email in 7 days then every 2 days

Field 2 if not "completed" send email in 30 days then every 2 days

Field 3 if not "completed" send reminder in 7 days then every 2 days

Field 4 if equals "pending employee" send email in 15 days then every 2 days.

Let me know if I can send anything else over.

C
Badge +16

can you send me screenshots of your lists please?

M
Badge +7

Let me know if this helps at all. I have the scheduled workflow for the initial email then I was setting up another site workflow to run every 2 days (then calculations in the dates so the field 1 would be start day 9, field 2 would start day 32, field 3 would start day 9, and field 4 would start day 17). not sure if there is an easier way to do it.

C
Badge +16

Field 1 if not checked send email in 7 days then every 2 days - which field in screenshot is this?

Field 2 if not "completed" send email in 30 days then every 2 days - which field in screenshot is this?

Field 3 if not "completed" send reminder in 7 days then every 2 days - which field in screenshot is this?

Field 4 if equals "pending employee" send email in 15 days then every 2 days. - which field in screenshot is this?

C
Badge +16

OK here is what I was thinking (crashed during save, so had to snip - good luck trying to read it).

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