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…
I’m using SP2013 as well, although I build most my workflows as a SP2010 workflow (because you can attach them to a content type)
start your workflow with a condition “if current item field equals value” where you will choose the column2 needs to be “Yes”
Then insert an Action: “send an email”
If you are in the email editor, in the to-field, click on the address book on the right
In the left column click “workflow lookup for a user” where the data source will be current item and the field from source will be the column with the email address
In the email setup you can click on the globe+chain to insert a hyperlink which you can give your own name
If you click on the left bottom on “add or change lookup”, you can insert fields/column-names that hold the data in your library.
I’ve attached an example of such an email.
Good luck with your workflow, you can do it!
