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I have created a list in SharePoint and on the list I have a column for "receiving date". I need to have a workflow to send an email 30 days after the receiving date.

Is there any way to make this work?

Note that i have already follow the steps which was provided but it did not work with me .

  • Should it work on item change also (changing Receiving Date) ? – Gopal Zadafiya Sep 24 '18 at 6:03
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What kind of SharePoint are you using? 2010, 2013, 2016? On premises?

One solution I know works for 2013 On prem is using the Information Management Policy Settings in the list library.

First:

Make a simple workflow that just send the relative emails in SharePoint Designer. If that's all you need it to do, shouldn't need to add any conditionals:

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Save and publish the workflow as whatever you'd like it to be called.

Next:

Set up the document retention policies in Library Settings...

Go to your library's Settings, then under Permissions and Management select Information Management Policy Settings. In the new page, select the relevant content type (example, Document or Form).

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Select Enable Retention then Add a retention stage:

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In the popup, select the DateTime field you want the workflow to be based on. In this example I used Created. Then change the duration and units to run the stage at. I set this to 30 days. If you want the workflow to run 30 days before the date, enter "-30". Under action, change the drop down to Start a workflow and select the desired workflow. I just put the approval workflow down as a sample.

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Click OK on the popup, OK on the Edit Policy page, and it should work.

This setup should run your Email workflow 30 days after your Date column that was specified.

  • Thank you but it did not work – hussain R Sep 22 '18 at 23:11

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