Start Sharepoint workflow "x" days before expiry date
Solution 1
Create a SharePoint Designer (SPD) workflow Select your task list Set it to run on Create Click Next In the Actions section add these three actions: - Add time to date - Pause until date - Send email
My example looks like this after the properties are set:
Add -7 days to Tasks:Due Date (Output to Variable: ReminderDate) then Pause until Variable: Reminder Date then Email this message (you can hard code the address or use the assigned to... )
Notes for this very simple example: - If someone edits the task and sets a new due date, this workflow will still send the reminder based on the old date. - It does not check to see if the Due Date is at least two days in the future.
Solution 2
The possible work around would be to start a designer workflow when the is created/updated. Within the workflow use 'Pause Until' condition as shown below: Pause until (ExpiryDate-30) Send Email
The 'Pause Until' condition pauses the current workflow instance untill the specified date comes. This is likely to solve your problem. Thanks,
-Aniket Banerjee, Senior SharePoint Developer, Mindfire Solutions
Admin
Updated on June 28, 2022Comments
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Admin almost 2 years
I want to create a workflow on a Sharepoint list and it should send a notification email.
The problem is that I want this workflow based on expiry date(send an email 30 days before the expiry date) and I am not creating or updating any new list items.
I know workflow can only be created if any item are changed/created but I have seen some buzz around on the net that this can be possible using SPD.
Any suggestions would really be appreciated.
Thanks,