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!
Yes, that is certainly an alternate route. The retention policy could include a third stage workflow that calculates the next date and attendee and updates the list item. The only issue is that the workflow’s calculation would be fixed within it. You could not change recurrence from the item form.
