I am having trouble creating a workflow that sends out a reminder email a month before the review date, 2 weeks before the review date and then daily reminders once it passes the review date. Have attached an image of the workflow I have created so far.
1 Answer
Here is a list of action and flow you need for your requirements. You may need to adjust according to your business case.
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I am trying to achieve something similar and I posted a question earlier here: sharepoint.stackexchange.com/questions/218169/…. I wonder if loop will terminate when the status changed? I noticed that loop doesn't immediately terminate. Jun 20, 2017 at 22:19
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Yes. In the loop we can set the boolean variable when status changes which helps to terminate the loop. Jun 20, 2017 at 22:30
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I thought so but it doesn't really get terminated. It stays in the loop until the pause time has passed. Please can you look at my question? Thanks Jun 20, 2017 at 22:32
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You can add a parallel block where one step sends reminders and another step wait for status change. If either of the steps completes parallel block completes execution. Jun 20, 2017 at 22:36
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So loop doesn't get terminated on condition unless you have a parallel block? Jun 20, 2017 at 22:38