Hi all,
I'm new to workflows and am having difficulty figuring out how to set up a workflow to send an alert email 3 months prior to the contract Annual Renewal Date.
I'm aware that a timer job application would be far more stable then the workflow, however I do not have access to the central administration/Monitoring settings. I believe that a workflow will still work efficiently.
I would like the email to be sent to the listed Contract Manager (as shown on the list for each item under the field "Contract Manager". Each contract manager varies from contract to contract.)
If you could include any workflow screenshots with your solution I would appreciate the visual aid.
Any help would be greatly appreciated.