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I'm currently using SharePoint 365. Is there a way to generate an email for a monthly expiration of different line items on a pre-existing list? I have access to SharePoint designer if that helps. I have no idea where to begin, links to resources would help greatly.

Thanks!

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Use a Flow running on a schedule, once per day. Have the Flow query the list for items that have expired, and process them accordingly. https://flow.microsoft.com

You might be able to use SPD for this but Flow is going to be a lot easier to use and is the future of process automation in the Microsoft ecosystem.

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  • This looks really simple, I think I'll look into getting this. Thank you!
    – J. Dog
    Mar 6 '19 at 18:23
  • In case it helps anyone, I documented my process of doing this in this Q&A Jul 29 at 11:30
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You can use Loop and “pause for duration” action to send email monthly until deadline.

Check the similar post and answer: SharePoint 2013 Workflow Email Reminder 3 month, 1 month, due date email reminders

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  • Thanks for the information, I'll look more into detail on this.
    – J. Dog
    Mar 6 '19 at 18:37

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