Send reminder emails via SharePoint Designer Workflow

Last week one of my user asked me to design a reminder email which should be sent out 2 days before due date. He had a large list where there are thousands of items and he needed it to be approved / reviewed by assignee before it crossed the dead line. He already had a Due Date column which is Date and Time type and showing only date. Below is the design logic I used to achieve this requirement
Design Logic:
  • Create a new column (I called it Today) with Date and Time category and select to display only date
  • Create another column (Diff), type calculated, and simply add this formula

=[Today]-[Due Date]
That’s all from List end, now open up site in SPD
  • Create a new workflow based on List
  • Select respected list, specify name of that workflow
  • Then select condition – If current Item filed equals value
  • Put current item > Diff  in field and value to 2
  • In action tab select send an email
  • Fill all required stages
  • Save and publish the list
  • Now open the list and check if the workflow fires or not

Feel free to reach me in case of any issues, thanks

About Pratik Vyas

Hi Readers, Welcome to Pratik’s SharePoint Blog. First of all Thank you very much for taking interest and spending time to tour my Blog I am in the ocean of SharePoint since January 2008 (almost 4 years), and still I feel I have to go more deep. I am working with a well known MNC as a SharePoint Consultant. Here I used consultant because I do a little development and customization with administration. I am very much interested in Microsoft products. I have started blogging since 2008 but I can say in real manner I have started it in 2011 (as I have posted only 4-5 blogs from 2008 to 2011 J) I believe there isn’t anything impossible in SharePoint, the only thing is sometimes we have to think something off track. I have posted couple of blogs which was discovered by going some off track, we can simply say it TRICKS. Feel free to reach me in case of any issues or queries I will be more than happy to help you. Good bye and Happy Reading, Cheers !!
This entry was posted in SharePoint 2010, SharePoint Designer, Workflows. Bookmark the permalink.

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