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Overdue task reminder workflow error
Dear All. First of all, sorry for the long post. :-) I would like to ask for your help regarding SharePoint overdue task reminder. I’d like to use the build-in task app for assign monthly tasks wi...
Your main issue is putting the Pause into the workflow. Try avoiding those whenever possible!
I would recommend going much simpler with the following:
Workflow 'Send Notification'
Stage 1 : Send Email to [Assigned To]
Information Management Policy:
Based on Due Date - 2 Days > Initiate Workflow 'Send Notification'
Information Policy Timer Job... {Central Admin}. This is defaulted to running once a week on Friday. You would have to update it to process at least once a day and can select the time it runs, avoiding the middle of the night issue.
You can also use the notification workflow at other times, or manually kicked off
Your main issue is putting the Pause into the workflow. Try avoiding those whenever possible!
I would recommend going much simpler with the following:
Workflow 'Send Notification'
Stage 1 : Send Email to [Assigned To]
Information Management Policy:
Based on Due Date - 2 Days > Initiate Workflow 'Send Notification'
Information Policy Timer Job... {Central Admin}. This is defaulted to running once a week on Friday. You would have to update it to process at least once a day and can select the time it runs, avoiding the middle of the night issue.
You can also use the notification workflow at other times, or manually kicked off
Thank you very much for your answer!
I have got the following reflection:
- I cannot do that : "Based on Due Date - 2 Days ", because it can handle only positive integers.
- Unfortunately I am only SharePoint Site owner and not SharePoint Administrator, so I don't have access to central admin platform.
I am just wondering a 'little-reminder' how could be an so complicated task. :)
yes, a simple overdue/coming due notification should be much easier to do than this!
I forgot about not being able to be a negative number, which makes this a slightly messier deal.
The workaround for going negative is a mess on its own, but it goes like this:
- Create a new Site Column using the date/time format, lets call it 'Notify On'
- Add this new column to your list
- Create a workflow called 'Set Notification Date' that runs when created or changed. This workflow calculates the negative value needed for the 'Send Notification' workflow to trigger on.
Workflows can only trigger on Site Columns or on a custom criteria formula. I haven't learned how to do the custom formulas yet!
