Hoping someone can help me or at least point me to something online or on YouTube that can help me with a rush issue. I’m taking over some duties and needed to build a workflow that does the following:
- Checks a calendar for a recurring weekly meeting
- Based on the recurring meeting name (Title?) sends out a notice 4 days before the next recurring meeting to an attendee reminding them it’s their turn to take notes at the upcoming meeting
- Sends that same attendee a notice the day after the meeting reminding them to submit their notes
- Progresses to the next attendee in a list (6 members) and repeats the reminder cycle in #2 for the next meeting
- After it goes through the list of attendees it starts again at the first person in the list
My experience in SharePoint 2010/2013 has been predominately BA for departments to determine their needs in SharePoint and helping them design their pages, branding, calendars, etc. I’m pretty new to the whole workflow tool and could really use some help. Thank you so much!
Using 2013 workflow, you could use Call Http Web Service action to make a REST call that uses a CAML query. CAML has the ability to expand the recurrence into dates when filtering. You would just need to get the first date greater than the current date (next occurrence.) Will need to use Add Time To Date action to add -4 days to that date.
You can do the notifications by using retention policy. First stage retention should be set to start a workflow when the date column above is +0 days that emails attendee. Second stage retention should be set to start a workflow when the date column above is +5 days (4 gets to day of meeting and 1 more is day after meeting) that emails attendee.
