Good Afternoon!

I am trying to do something which I assume should be very easy.   Using SharePoint Online I want to send an e-mail to users pulled from a list on a monthly basis informing them of a scheduled maintenance period.  We currently do this on prem using powershell, but we are in the process of moving our site to office365.. and powershell on O365 is not exactly ready to do this same thing so I assumed the workflow is the better way to go.  I built the workflow to do what I want it to do, but I don't know how to schedule it, and trying to do a loop doesn't appear to be working (updating a date on the list hoping it would kick off another workflow which makes another change to update the list and fire off the original work flow again)  Any ideas on how to do this?  It's been driving me a little nuts for a couple of days now

Thank you for all responses!

Thanks

Jay

• Edited by Jason Spatz Wednesday, July 22, 2015 7:26 PM

Hi Jay,

If you want to start the workflow in a schedule time, I recommend to use retention policy to start the workflow in recurrence.

More reference about retention policy in SharePoint 2013:

http://www.future-processing.pl/blog/retention-policy-in-sharepoint-2013/

Thanks,

Victoria

Thank you for this reply.  This seems like it has promise.. I wonder if you have done this before and if I could ask a follow up question.  I have not worked much with retention so I am not exactly sure if my understanding is correct. After setting up retention on the list in the "Event" section I would select based off date property and I am using a "Notification Date" field which I am setting to for example 7-24-2015 in the list and in the stage doing notification date +1 day.

I would assume that would mean on the 25th it would expire and fire off the workflow

The workflow then

Sends email, waits 1 day, sends email, waits 1 day, sends email   then sets the Notification Date to 8-24-2015

At that point would I use a recurrence period or would I count on the retention rule to pick it up to fire the workflow again the following month?

Also as playing with it.. You do have to make the workflow as a sharepoint 2010 workflow as it doesn't appear 2013 workflows are recognized.

Hi Jason,

If you want to start the workflow everyday, then you need to set the recurrence of the retention policy to start the workflow everyday.

And you are right that 2013 workflow is not supported to be started in retention policy.

Thanks,

Victoria