1

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
1

I will try to mention the conditions / actions that will help you to execute this algorithm

  • Get the difference between Expiration Date and today by days and set it to variable A via Find Interval Between Dates Action below Utility actions.
  • Check with if condition this variable value. you can add nested if / or add another if condition directly below previous if to can do and/ or
  • Also with if condition checks this "Current Status" is not 'Active'
  • Then from action menu below core action select Send an email to execute this send email alert to stakeholder.
  • Repeat the previous steps at Else branch
  • For pause, you cause use pause until date below core action
  • For loop, you can use loop in time or with condition from the above ribbon
  • I will try this. Really appreciate your time. I will comment back once I try it and let you know the results. – Alfatah Kader Nov 28 '16 at 16:00
  • when I go on to SharePoint Designer 2013 and launch a workflow, on the ribbon Under the "Insert" group, I found the *Find Interval Between Dates" in Action. But once I select it, I can set the first option to Day but I cant set the second to choose "Current Item" so that I can select "expiration date". Am I missing something? – Alfatah Kader Nov 28 '16 at 21:37
  • just click on Fx button , please don't hesitate to tell me if you need any calarfication – Mohamed El-Qassas MVP Nov 28 '16 at 21:43
  • Oh yeah. got it. moving on... thanks for your patience. Moving to second step. – Alfatah Kader Nov 28 '16 at 21:48
  • On the Core Action step, when I select Email "these users" What I want the system to do is to select the user from the "Stakeholder" column rather than force me to designate a set of users. How would I achieve this? I am presuming I "Assign Task"? and then define the task as an email? – Alfatah Kader Nov 28 '16 at 22:54

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