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Simple Reminder Email for Contract Renew

    Question

  • I am trying to create an Agreement Register / Contract Manager List in Sharepoint Online (Office365). 

    I have read that creating workflows based on "Pause until date" are not reliable. 

    Is this true?

    I just need a list with fields similar to

    • Title of Agreement
    • Reminder Date
    • Reminder Person

    When the Reminder date occurs send them an email to me saying it is time to review the contract. 

    I have tried to create an Information Management Policy that triggers the "reusable workflow" but it says "There are no workslows associated with the list but there are?

    lundi 14 mai 2018 08:23

Toutes les réponses

  • Hi,

    You just create a workflow via SharePoint designer.

    In this list, you can create a workflow.

    You can refer to the following workflow.


    You can set a date, and add a condition. if the reminder date is greater than the date that you set, send email to you.

    Best Regards,

    Carl Zhou


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    mardi 15 mai 2018 10:30