Monday, 7 July 2008

Workflow - Get notified the day before "Due Date"

I wanted to find a solution where a person who has created a task, gets notified the day before "Due Date".

The solution was to create a workflow in the Sharepoint Designer that starts when a new Task is created, and has actions and conditions like this:

Step 1

  1. CONDITIONS: (none: leave blank)
  2. ACTIONS (use "Add Time to Date"): Add -1 days to Tasks:DueDate (Output to Variable: notifyDate)

Step 2
  1. CONDITIONS: If Variable: notifyDate equals (ignoring time) Today
  2. ACTIONS (use "Send an Email"): Email Tasks:Created By
Note the Tasks is the name of the tasklist where the Workflow is added.

Happy creating!

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