Need to create a workflow to trigger 3 days before a due date

  • 23 October 2018
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We're looking to add hundreds of items to a SharePoint O365 calendar. We would like for an email to be sent out 3 days prior to the due date with a custom message to the groups/users added to the calendar event. I've not done this before and am not sure if there is a simple way to do this using a Nintex workflow. Any advice or recommendations will be greatly appreciated.


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In the workflow:

1. Create a date/time variable for the email date (e.g. dtEmailDate)

2. Add & configure a "Calculate date" action, that is -3 days from the item's due date and stored in dtEmailDate

3. Add a "Pause until..." or "Pause until Date" action that pauses the workflow until dtEmailDate

4. Add a "Send notification" action (or other appropriate action) to send the email

The workflow should be set to fire upon item creation.

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