CODEWITHSUNDEEP
emailsharepointworkflow
jats
jats

Reputation: 85

SharePoint Workflow to send Email on a specific Date and Time

I am working on a SharePoint list to maintain the regular yearly maintenance activities in the organization.

The list contains, Activity Name, Status, Reminder Date, Next Maintenance Date, Primary Contact. (The Date variables are defined as Date and Time)

Basically what I want to do is Send an Email on the Reminder Date and Time (Ex: 05/09/2013 11:00 AM)

So I created a workflow to check for the date & Time and wait till the Time is reached to send the Email as below:

Condition: If ReminderDate is greater than or equal to Today
        and Status not equal Completed
Action: Wait for ReminderDate to equal Today
        then Email PrimaryContact

But the workflow is just sitting in In Progress state waiting for Reminder Date.

I am pretty much on the learning curve at SharePoint and I am learning as I go. Please help me with any inputs to solve the problem.

Upvotes: 2

Views: 25650

Answers (3)

user1803657
user1803657

Reputation:

You can achieve your task by using SharePoint designer.

Follow these steps:

  • Create a list having all your fields i.e. Activity Name, Status, Reminder Date , Next Maintenance Date, Primary Contact.

  • Reminder Date field should be Date & time type and format should be Date only.

  • Open this list in SharePoint designer.

  • Write a condition given below: enter image description here

  • Add a user.

  • Publish it.

Upvotes: 1

Aniket Banerjee
Aniket Banerjee

Reputation: 42

You have to use a 'Pause Until' condition in your case to send out mails on a specified date only. I would like to suggest you to create a custom Timer Job instead of a designer workflow. In your case, using a 'Pause Until' condition would be a much more resource consuming process and definitely it will have an impact on your site performance

Upvotes: 1

jats
jats

Reputation: 85

I had a bit of more research after the post and found some links similar to my problem and changed the workflow as below with the help of information in my research...

Steps
If Status equals Completed
    Stop Stop Workflow and Log

If ReminderDate equals Today
    Send Email Primary Contact

Else If ReminderDate greater than Today
    Pause until ReminderDate
    Send Email Primary Contact

So till now it worked well, I am posting this here so that if any one can find any issues in the solution you can let me know of the same.

Thank you

Upvotes: 0

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