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’ll show you tomorrow the table that I created, then let me know where to put that calculated column on my table…
Thank you!
First you need to create a calculated column which will subtract today’s date from the Password expire date. You can do this with DATEDIF[ExpDate], TODAY(),”d”, this will give an outcome in days (“d”)
Set the IF function as such that when this calculation is <5, “Yes” will be filled into the column.
This “Yes” will be the condition to fire up the workflow.
Will you manage with this column?
Hi! Would it be possible to guide me/us step by step making the 2 workflows. Let’s start with the 1st WF first…
Thank you!
I’ll reply to you tomorrow, I’m so sorry for the delayed, because I’m outside of our office right now. Be back tomorrow… Thank you!
Add a hidden field that is a date type. Â Call it 5 day notice or something like that. Â Use your workflow to set that date field for 5 days before the expiration date. Â Use retention policy to fire the workflow. Â This way you won’t have a pause in your workflow. Â You will need to use a 2010 workflow if you use retention policy.
