Dear SharePoint experts,
We would like to ask for tech support on how to create Email alert when due date is approaching using SharePoint Workflow.
SharePoint 2013.
We have a list with this fields:
– Name of users
– Email
– Setup Date
– Password Expire
What we want to happen is to set an alert, Email alert to the user(s) 5 days before their password expiration arrives.
We’ve created other workflows with Email alert already, but that workflow is sending email to ALL and not to single user only.
But with this workflow, we want one or several users to receive an email separately, 5 days before their password expires.
Thank you and hope to hear soon…
You need to create 2 columns, your choice how to name them 😉
Column1, calculated column with the following formula:
=DATEDIF[Password Expires], TODAY(),”d”)
outcome as “single line of text”
Column2, calculated column with the following formula:
=IF[Column1]<5, “Yes”, “No”)
outcome as “single line of text”
The column2 holds the value to fire up your workflow to send an email. I work with SharePoint Designer, and it is quite easy to add an action “Email user” and you can set up the complete email to your liking, including fields that point to columns in your list.
Good luck!