Newbie Questions

Re: Send Email when a predetermined date is reached with no button click or field change

Doreen — Wed, 29 Feb 2012 19:07:17 GMT

Thanks Patrick. I looked into creating a custom timer job for this and/or a looping workflow. I read somewhere that creating a custom timer job was less taxing on the server though. Both require custom code (something I am trying to avoid for such a small task)...maybe good learning opportunity for me at a later date. Throughout the life of my form I have 8 or 9 button changes which advance the status of the form so for now I will compare my static date to today's date with each button click then kick off a reminder email notification if appropriate. Of course if the form gets ignored, then the date could come and the reminder becomes moot.

Re: Send Email when a predetermined date is reached with no button click or field change

Patrick Halstead — Wed, 29 Feb 2012 18:24:22 GMT

There is no timer event that will go back and check so the workflow must run based on some action (i.e. save or submit). I suppose you could create a workflow that iterates through the forms and checks the ones with status "Not Notified" and looks at their date fields. That sounds custom though or like something that requires a third party tool. My guess. I'm sure there are better ideas out there.

Send Email when a predetermined date is reached with no button click or field change

Doreen — Tue, 28 Feb 2012 20:12:45 GMT

Can I send an email notification using a SharePoint Designer workflow based on a date field? I want to dynamically send the email - there will not be a field change or button click to generate the email.