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I am new to working with Workflow in Sharepoint designer 2013. I am learning inch by inch and trying to manage a contract library. I want to set a workflow with the followingalgorithmfollowing algorithm (things in quote "text" means this is a column title). How can I achieve this?

Workflow

If "Expiration Date" is less than 1 year but more than 190 days
    
    AND 

   "Current Status" is not 'Active' 

    *// 'Active' is a drop-down choice in "Current Status" column //*
  
Then trigger this workflow:

1. send email alert to stakeholder
    [I will add the email content]

ELSE

If "Expiration Date" is less than 190 days away 
AND
  "Current Status" is not 'Active'
      1. Send a reminder email alert
      2. Then wait 15 days to loop this alert if 
            the "Expiration Date" is not more than 190 days
             OR
         "Current Status" is not "Cancelled"

Transition To
  End workflow

I am new to working with Workflow in Sharepoint designer 2013. I am learning inch by inch and trying to manage a contract library. I want to set a workflow with the followingalgorithm (things in quote "text" means this is a column title). How can I achieve this?

Workflow

If "Expiration Date" is less than 1 year but more than 190 days
    
    AND 

   "Current Status" is not 'Active' 

    *// 'Active' is a drop-down choice in "Current Status" column //*
  
Then trigger this workflow:

1. send email alert to stakeholder
    [I will add the email content]

ELSE

If "Expiration Date" is less than 190 days away 
AND
  "Current Status" is not 'Active'
      1. Send a reminder email alert
      2. Then wait 15 days to loop this alert if 
            the "Expiration Date" is not more than 190 days
             OR
         "Current Status" is not "Cancelled"

Transition To
  End workflow

I am new to working with Workflow in Sharepoint designer 2013. I am learning inch by inch and trying to manage a contract library. I want to set a workflow with the following algorithm (things in quote "text" means this is a column title). How can I achieve this?

Workflow

If "Expiration Date" is less than 1 year but more than 190 days
    
    AND 

   "Current Status" is not 'Active' 

    *// 'Active' is a drop-down choice in "Current Status" column //*
  
Then trigger this workflow:

1. send email alert to stakeholder
    [I will add the email content]

ELSE

If "Expiration Date" is less than 190 days away 
AND
  "Current Status" is not 'Active'
      1. Send a reminder email alert
      2. Then wait 15 days to loop this alert if 
            the "Expiration Date" is not more than 190 days
             OR
         "Current Status" is not "Cancelled"

Transition To
  End workflow
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Source Link
Eric Alexander
  • 43.3k
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  • 93

I am new to working with Workflow in Sharepoint designer 2013. I am learning inch by inch and trying to manage a contract library. I want to set a workflow with the followingalgorithm (things in quote "text" means this is a column title). How can I achieve this?

Workflow

If "Expiration Date" is less than 1 year but more than 190 days

If "Expiration Date" is less than 1 year but more than 190 days
    
    AND 

"Current Status" is not 'Active'


   "Current Status" is not 'Active' 

    *// 'Active' is a drop-down choice in "Current Status" column //*
  
Then trigger this workflow:

1. send email alert to stakeholder
    [I will add the email content]

ELSE

If "Expiration Date" is less than 190 days away 
AND
  "Current Status" is not 'Active'
      1. Send a reminder email alert
      2. Then wait 15 days to loop this alert if 
            the "Expiration Date" is not more than 190 days
             OR
         "Current Status" is not "Cancelled"

Transition To
  End workflow

Then trigger this workflow:

  1. send email alert to stakeholder [I will add the email content]

ELSE

If "Expiration Date" is less than 190 days away AND "Current Status" is not 'Active' 1. Send a reminder email alert 2. Then wait 15 days to loop this alert if the "Expiration Date" is not more than 190 days OR "Current Status" is not "Cancelled"

Transition To End workflow

I am new to working with Workflow in Sharepoint designer 2013. I am learning inch by inch and trying to manage a contract library. I want to set a workflow with the followingalgorithm (things in quote "text" means this is a column title). How can I achieve this?

Workflow

If "Expiration Date" is less than 1 year but more than 190 days

AND 

"Current Status" is not 'Active'

*// 'Active' is a drop-down choice in "Current Status" column //*

Then trigger this workflow:

  1. send email alert to stakeholder [I will add the email content]

ELSE

If "Expiration Date" is less than 190 days away AND "Current Status" is not 'Active' 1. Send a reminder email alert 2. Then wait 15 days to loop this alert if the "Expiration Date" is not more than 190 days OR "Current Status" is not "Cancelled"

Transition To End workflow

I am new to working with Workflow in Sharepoint designer 2013. I am learning inch by inch and trying to manage a contract library. I want to set a workflow with the followingalgorithm (things in quote "text" means this is a column title). How can I achieve this?

Workflow

If "Expiration Date" is less than 1 year but more than 190 days
    
    AND 

   "Current Status" is not 'Active' 

    *// 'Active' is a drop-down choice in "Current Status" column //*
  
Then trigger this workflow:

1. send email alert to stakeholder
    [I will add the email content]

ELSE

If "Expiration Date" is less than 190 days away 
AND
  "Current Status" is not 'Active'
      1. Send a reminder email alert
      2. Then wait 15 days to loop this alert if 
            the "Expiration Date" is not more than 190 days
             OR
         "Current Status" is not "Cancelled"

Transition To
  End workflow
Source Link
Alfatah Kader
  • 367
  • 1
  • 5
  • 15

What commands I use in SharePoint Designer to write my workflow?

I am new to working with Workflow in Sharepoint designer 2013. I am learning inch by inch and trying to manage a contract library. I want to set a workflow with the followingalgorithm (things in quote "text" means this is a column title). How can I achieve this?

Workflow

If "Expiration Date" is less than 1 year but more than 190 days

AND 

"Current Status" is not 'Active'

*// 'Active' is a drop-down choice in "Current Status" column //*

Then trigger this workflow:

  1. send email alert to stakeholder [I will add the email content]

ELSE

If "Expiration Date" is less than 190 days away AND "Current Status" is not 'Active' 1. Send a reminder email alert 2. Then wait 15 days to loop this alert if the "Expiration Date" is not more than 190 days OR "Current Status" is not "Cancelled"

Transition To End workflow