i want to ask how to create workflow reminder on sharepoint 2013. the workflow with 3 stage (3 months, 2 months, 1 months before due date). could you give me a references for create the reminder?
thank you :)
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For doing this the simplest approach is to create a second workflow to the task list(where your list creates all its tasks). This secondary workflow which will run on the task list will run whenever a new item is created in the task list. We can pause it in accordance to the due date. That is :
Lets assume that your due date is kept as 4 months from the task creation, so
First pause it for 1 month from the task creation date, you can( due data - 90 days) and then send a reminder mail.
Then pause it for another 30 days (that happens to be now due data - 60 days), keeping a check if the task is yet not completed and then again send reminder mail.
Finally pause it for another 30 days ( that happens to be now due data - 30 days ), keeping a check if the task is yet not completed and then again send reminder mail.
Build a similar logic for the secondary workflow which covers your needs.
You can follow this invaluable blog from Microsoft for reference.
Please mark the answer if it helps!
Leverage Information Management Policy. Create a workflow that only sends the email and then stops. Use IMP to trigger on a date column to start the notification workflow. You can set up multiple levels of IMP for your monthly notifications. Each item will walk through each stage of your IMP.
Create the workflow on the list - Add step "Pause until " ... and set date as Due Date - 3 months. Similar for 2 and 1 month.
Once the workflow execution have started, then it will wait for date to be equal to due date - 3 months, once the date is reached mail/ necessary action will be taken. Then similarly add "Pause until .. due date -2 month".