Hello - I am unable to send reminders using workflow until field item value ( status = in progress/approved) is changed. There is no trigger to the workflow. Could you please advise how to achieve this function.  Below are specific details on what I am trying to achieve

a) userA creates a new list item - This sets the status to In Progress. and sends an email to userB for approval.

b) At this stage I would like to send a reminder email after 7 days to UserB saying - "A list item awaits approval" if he doesn't change the status to approved.

I am able to pause the workflow  by adding Wait for Status to equal Approved

As the reminder date has passed, it doesn't trigger reminder email. How can i possibly achieve this?

Thank you

Regards,

Is your workflow SharePoint 2010 or SharePoint 2013 based.

In SharePoint 2010 based workflow it works properly.

Hi,

Can you let us know the IF condition being used for Status = In Progress/approved? screenshot/text based designer wflow logic.

It is sharepoint 2013. Below is screenshot of the workflow.

Step1: Approval email to USER A

Set SetID to CurrentItem:ID

If CurrentItem:Status equals in Progress

  Email CurrentItem:ApproverEmailID

  Then wait for ReminderDate to be less than Today

  Then log Step1:Email sent to approver to the workflow history

Step 1.1 Reminder email to USER B

Set SetID to CurrentItem:ID

If CurrentItem:Status equals In Progress

and CurrentItem:ReminderDate is less than today

Email CurrentItem:ApprovalEmailID

Hi Anuja - Below are the conditions.

I am not able to trigger the reminder email say after 7 days of creation of the list item & status not approved.

Step1: Approval email to USER A

Set SetID to CurrentItem:ID

If CurrentItem:Status equals in Progress

  Email CurrentItem:ApproverEmailID

  Then wait for ReminderDate to be less than Today

  Then log Step1:Email sent to approver to the workflow history

Step 1.1 Reminder email to USER B

Set SetID to CurrentItem:ID

If CurrentItem:Status equals In Progress

and CurrentItem:ReminderDate is less than today

Email CurrentItem:ApprovalEmailID

Hi,

Instead of using Current Item: Status, please use Workflow approval status. Based on that, you can execute further logic. Please see screenshot where you can find Workflow Approval Status. Hope this helps

You can also do this, Try a calculated column having reminder date scheduled to [created] + 7 and then write simple workflow as below.

Hi Rupesh -

The "reminderdate" is a calculated column based on date of creation of the list.

In this case, I need to send reminder after 7 days if ApprovalStatus is still Progress and Approver has not approved it yet.

In case the approver approves it immediately (within 7 days) I want the workflow to resume and move on to Step number 2 of "Review" by another user.

• Edited by speedyP Wednesday, July 29, 2015 9:54 AM

I got the problem, Your workflow actually stops after wait.

You somehow need to re-trigger it.

Try this simple example.

Hi Rupesh

I do not understand how that will re-trigger the workflow.

Regards,

Hi Anuja - My issue is that i am not able to re-trigger the workflow. I would like to check the condition as below:

If Status = In Progress AND Date Today> = ReminderDate ( creation date+7) 

Send a reminder email to the approver.

What happens is as soon as a new item is created - It triggers the workflow, sends 1st email to approver, and then pauses the workflows. As there is no manual change to date field, it doesn't trigger the 2nd email.  

Regards,

Hey,

So the condition is working fine, its more about reminder part.

Please check these ones:

http://blogs.c5insight.com/Home/entryid/490/Best-Practice-to-Create-a-Simple-Time-Based-Email-Reminder-for-SharePoint-Calendar-Events

http://sp365.co.uk/2011/09/sharepoint-designer-2010-reminder-email-workflow/

Let me know.. This should help.

Do this, Create another workflow and add reminder email logic into that.

As the status becomes, Status = In Progress AND Date Today> = ReminderDate ( creation date+7) 

Trigger that workflow as current workflow can not trigger itself.

Got it?

https://social.technet.microsoft.com/Forums/en-US/0112eb9b-e9b8-4d04-8cf3-9bff91005193/reoccuring-email-reminders-in-workflow-2010

This one has workflow sample. 

Still doesn't trigger. The issue is because the item is created on Day 1 and Status - In Progress.

On Day 7 , even though reminder date has passed, the item has not been changed and hence there is no trigger.

Any other suggestions please?

Hi Anuja

The issue seems that since no value in the item changes for reminder, the workflow doesn't trigger.

May be if there is a way to set value to all items everyday so that the workflow triggers atleast once a day.

Any ideas?

Regards,

Hi,

Did you try this? I believe for this no trigger is needed.

Please refer this one - http://blogs.c5insight.com/Home/entryid/490/Best-Practice-to-Create-a-Simple-Time-Based-Email-Reminder-for-SharePoint-Calendar-Events

Hi,

Your logic is fine, just do this change,

Step1: Approval email to USER A

Set SetID to CurrentItem:ID

If CurrentItem:Status equals in Progress

  Email CurrentItem:ApproverEmailID

  Then wait for ReminderDate to be less than Today

Trigger another workflow

  Then log Step1:Email sent to approver to the workflow history

Step 1.1 Reminder email to USER B

Set SetID to CurrentItem:ID

If CurrentItem:Status equals In Progress

and CurrentItem:ReminderDate is less than today

Email CurrentItem:ApprovalEmailID

I managed to add the logic to pause the workflow until a particular date and send a reminder email. 

Thanks for your help

I managed to add the logic to pause the workflow until a particular date and send a reminder email.  Thank you for your help...