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Timer workflow when document has been changed RRS feed

  • Question

  • How can I handle this with a workflow? A document library must have a 1-month timer. When a document has been changed, an email must be sent to the user (metafield peoplepicker).
    Wednesday, May 10, 2017 8:58 AM

Answers

  • Use the combination of information management policy settings with workflow. You can start the workflow based on date field in your document library. 

    Reference: http://www.wardpeter.com/?p=1055


    SharePoint School | Blog- http://www.sharepoint-journey.com

    • Marked as answer by Pas.VanE Sunday, May 14, 2017 10:30 AM
    Wednesday, May 10, 2017 10:41 AM
    Moderator
  • Hi Pas,

    I agreed with Devendra.

    To do that, you can create a workflow and insert a "Send an Email" action into it, and in the action, you can set the To field to your people picker field, and customize the email body based on your requirement.

    Then you can use Information management policy to trigger the workflow based on a data field. For example, if you want to trigger the workflow after a month after a document was changed, you can set it like:


    Thanks,

    Wendy


    Please remember to mark the replies as answers if they help.
    If you have feedback for TechNet Subscriber Support, contact tnmff@microsoft.com

    Thursday, May 11, 2017 9:16 AM
    Moderator
  • Hi Pas,

    If the replies help you, please mark them as answers.

    Thanks,

    Wendy


    Please remember to mark the replies as answers if they help.
    If you have feedback for TechNet Subscriber Support, contact tnmff@microsoft.com

    • Marked as answer by Pas.VanE Sunday, May 14, 2017 10:30 AM
    Friday, May 12, 2017 1:12 AM
    Moderator

All replies

  • Use the combination of information management policy settings with workflow. You can start the workflow based on date field in your document library. 

    Reference: http://www.wardpeter.com/?p=1055


    SharePoint School | Blog- http://www.sharepoint-journey.com

    • Marked as answer by Pas.VanE Sunday, May 14, 2017 10:30 AM
    Wednesday, May 10, 2017 10:41 AM
    Moderator
  • Hi Pas,

    I agreed with Devendra.

    To do that, you can create a workflow and insert a "Send an Email" action into it, and in the action, you can set the To field to your people picker field, and customize the email body based on your requirement.

    Then you can use Information management policy to trigger the workflow based on a data field. For example, if you want to trigger the workflow after a month after a document was changed, you can set it like:


    Thanks,

    Wendy


    Please remember to mark the replies as answers if they help.
    If you have feedback for TechNet Subscriber Support, contact tnmff@microsoft.com

    Thursday, May 11, 2017 9:16 AM
    Moderator
  • Whoo hoe. Thanks. You guys saved mij day.
    • Marked as answer by Pas.VanE Sunday, May 14, 2017 10:30 AM
    • Unmarked as answer by Pas.VanE Sunday, May 14, 2017 10:30 AM
    Thursday, May 11, 2017 12:39 PM
  • Hi Pas,

    If the replies help you, please mark them as answers.

    Thanks,

    Wendy


    Please remember to mark the replies as answers if they help.
    If you have feedback for TechNet Subscriber Support, contact tnmff@microsoft.com

    • Marked as answer by Pas.VanE Sunday, May 14, 2017 10:30 AM
    Friday, May 12, 2017 1:12 AM
    Moderator