How to send mail every quarter till expiry date using sharepoint designer workflow

Question

How to send mail every quarter till expiry date using sharepoint 2010 designer workflow. My requirement goes like this. I have a field Expiry Date, I need to send mail to some users every quarter till it reaches the expiry date.

For Example:

Start Date :1st Jan 2013 and Expiry date is 1st jan 2015, I need to send a mail on 1st April 2013, 1st July 2013, 1st Oct 2013 and 1st Dec 2013. Even for year 2014 too.

Answer 1

Try with the following,

1. Create a SharePoint Designer (SPD) workflow

2. Select your task list

3. Set it to run on Create

4. Click Next

In the Actions section add these three actions:

• Add time to date

• Pause until date

• Send email

My example looks like this after the properties are set:

Add -7 days to Tasks:Due Date (Output to Variable: ReminderDate)
    then Pause until Variable: Reminder Date
    then Email this message    (you can hard code the address or use the assigned to... )

Notes for this very simple example:

• If someone edits the task and sets a new due date, this workflow will still send the reminder based on the old date.
• It does not check to see if the Due Date is at least two days in the future.

Ref: http://social.msdn.microsoft.com/Forums/en-US/acb12dd2-d6a5-4b7e-b233-037558bfa2e5/start-workflow-x-days-before-expiry-date?forum=sharepointcustomizationlegacy

Answer 2

You can use the SharePoint Designer workflow "Pause Until" or "Pause For" action. Microsoft touches on them briefly in their documentation: http://office.microsoft.com/en-us/sharepoint-designer-help/workflow-actions-in-sharepoint-designer-2010-a-quick-reference-guide-HA010376961.aspx