I need a SP 2007 list to auto generate and send an email to an email address that is an attribute in the list 60 days prior to an expiration date that is also an attribute in the list, without 3rd party utilities (I cannot install anything on this box and have to work with what's there - SP 2007).
Here is a simple overview of how this code might look in designer:
Set Variable: emailAddress to Current Item:Client Email then Add 60 days to Today (Output to Variable: pauseUntilDate) then Pause until Variable: pauseUntilDate then Email Variable: emailAddress
So what's happening here? For simplicity sake I am using variables to manage the date we are pausing to, and the email address we are sending to.
The key actions here are the
Add Time to Date and the
Pause Until Date. The former allows us to add 60 days to today's date, while the latter allows us to pause execution of the rest of the workflow until the paused date.
The email address is found by doing a lookup on a field in the current item.