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Showing posts with label recurring action in sharepoint designer. Show all posts
Showing posts with label recurring action in sharepoint designer. Show all posts

Thursday, September 8, 2011

SharePoint Designer workflow to send weekly reminder email.


Send Weekly (timely) Email Notifications using two Share Point Designer 2010 Workflows.

This method is useful for creating recurring action (like looping) in SPD workflows and it is easy to configure and understand. It can be attached to task list or any custom list like project milestones tracker where there might be requirement to send weekly report on milestones statuses to PM.

Step 1:

a.       Create a choice column “Schedule Weekly Email” with three options- Yes, wait and No, set default to Yes. Make this column set to hidden by setting "Allow management of content type" for this list.

b.      Create another choice column to set till when the e-mail notification should be sent. “Execution: Commissioning Status” in this example.


Step 2:

Create First List Workflow ( Weekly Notifier Workflow)

Save and Publish.


Step 3:

Create Second List Workflow (Weekly Notifier Trigger Workflow)


Save and Publish.

Test your workflows, using 5 minutes pause instead of 7 days.