Weekly Reminder Workflow Email
I have created a list and have set up different views.
Is it possible to auto trigger a workflow Email every-week which shows the list items of only a particular view.
I am using SharePoint 2013 enterprise.
I have got SharePoint 2010 and SharePoint 2013 Workflow platforms installed.
Let me know if the above is achievable.
Thanks
Hi Alex,
To trigger the workflow automatically every week, I recommend to create a custom timer job to start the workflow and then set the schedule of the timer job to be weekly.
Please refer to the link below for more details:
https://bhandariasb.wordpress.com/2013/06/03/start-workflow-from-custom-timer-job/
Thanks,
Victoria
TechNet Community Support
Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
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Similar Messages
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Reminder Workflow does not recalculate new date to send email, if due date is changed
I created a basic reminder workflow using due date, and status column. it works well.
Let's say, I want to send a reminder email 2 days prior to the due date.
I used Add -2 to due date and set a variable
then used Pause variable
if status is not equal to completed
then send email
And I have this set to initiate when a new item is created, and modified.
However, if the due date is changed, it does not recalculate the new date to send the reminder email. Help!Hi MonalisaM,
The in-progress workflow instance will be unable to re-start itself when list item is modified, but I think you can design workflow with using the second workflow to update the list item one filed, then this update triggers
the first workflow again.
Stop this reminder workflow (first workflow) when due date is changed, then this will trigger the second workflow to change another custom column(e.g. Flag), then the first workflow will be triggered due to this custom column
Flag value changed by second workflow, I mean the second workflow is used to upadate this custom list item one filed(e.g. Flag) in order to trigger the reminder workflow(first workflow).
You can read the following article for more information to understand how to make the first workflow re-start by using second workflow.
http://sharepoint713.blogspot.com/2011/09/sharepoint-designer-workflow-to-send.html
Thanks
Daniel Yang
TechNet Community Support -
SharePoint 2010 Workflow: Email alert when item is due to expire
Hi Guys,
I have a library which contains a number of customer records. In this library I have a custom date column called End Date which is used to hold a date when the record is due to expire. I would like to create a solution which would send an email alert to someone
when the record is 30days away from expiring a sort of warning, and another email once the expiry date had been lapsed and the record had expired. Can you please advise how best to create this solution, I should imagine that this would be easily achieved in
designer however, I've really not got much experience with using designer 2010.
If someone could help me out with what code to use, or some useful how to's it would be much appreciated.
Many thanksHello,
Create designer workflow to send reminder email before 30 days. Please look at below link for your ref:
http://mysharepointchronicles.wordpress.com/2012/11/05/sharepoint-list-with-workflow-email-reminder-set-to-send-30-days-from-created-date/
http://social.technet.microsoft.com/forums/en-US/sharepointcustomizationprevious/thread/9c728338-b0fe-45a0-9377-a774e551d529
Hope it could help
Hemendra: "Yesterday is just a memory,Tomorrow we may never see"
Whenever you see a reply and if you think is helpful, click "Vote As Helpful"! And whenever
you see a reply being an answer to the question of the thread, click "Mark As Answer
Please feel free to unmark answer if does not resolves your problem. -
EPM Workflow Email Notifications
I have inherited an EPM implementation that has EPM Workflow Email Notifications. The email text is not very informative and I want to customize this text to something more meaningful. I have been told this cannot be done, but find this very hard to believe.
Does anyone know if this can be done? Many thanks, in advance.Hi,
I am assuming these email notifications are sent when the project moves between workflow stages, approval etc.? The short answer is: yes, the text of the email notifications can be updated. However, it depends on how your workflows have been built, which
tools have been used (e.g. SharePoint Designer, Visual Studio, 3rd party tool etc.) and the project server version - 2010/2013.
If you are using project server 2013, check if the workflows have been built using SharePoint Designed (open the PWA in SharePoint designer and check the site workflows)
Hope this helps
Paul -
I've used the method within the SharePoint designer to add a link to the workflow context current item URL, but when the current item status changes then obviously this link will no longer work.
How can I change this link so that it will always open the item, even if someone has changed it within the list, before I clink on the link?
This is an important one as over 300 people will use the list and many of these will be emails about items on the list will be in different time zones. I don't want to have lots of mails from people saying "this list doesn't work" as it's
critical they keep using it.
Please help.
P.S. I don't know if the <href> method will work, so if someone can confirm to me then that would be great.Hi,
According to your post, my understanding is that add a link to an item within a workflow email.
I’ m not very clear about the status you said. Please descript more detail which URL do you want to display.
Per my knowedge, you can display the following url in your email body:
[%Workflow Context: Current Item URL%]
[%Workflow Context: Current Site URL%]
[%Workflow Context: Workflow Status URL%]
[%Current Item: Encoded Absolute URL%]
Please start the workflow automatically when an item is changed and changed.
No matter how you edit the item or update the approve status, the URLs remains the same.
Thank you for your understanding.
Best Regards,
Linda Li
Linda Li
TechNet Community Support -
How to include time in [Today] in workflow email variable
I want to add the date/time that an item was added to a library in the email body of a workflow email. I created a variable and set the date value to Current date. When the email comes though the date is correct, but the time is 12:00:00 a.m. Why is that, and is there a way to get the time in the date/time stamp?
Hi,
This is one drawback in SharePoint. Whenever you write a field of type "Date and Time" in the workflow email, it will always show the time 12:00:00 AM no matter if you have selected "Date Only" option also. This not only happens in SharePoint Designer's "Send an Email" activity but also happens in Visual studio workflow. There is no inbuilt solution for this and if you are using SharePoint Designer then you cannot get rid of this.
I was using Visual studio workflows and in order to remove this "12:00:00" part from date, i followed some logic. First i converted my date to a string variable and then used "Trim()" function to trim the "12:00:00 AM" part. Like this i made this working.
Regards
Ginni -
Change display name of workflow email address in sharepoint 2010
Hi
How I can change display name of workflow email address in sharepoint 2010. I want to configure display name (from address)of email
for each site collection separately.for example I want to change "software unit"
in below pic to another name for my software unit site collection.
How I can do this?
Thanx.Hi,
According to your post, my understanding is that you want to change display name of workflow email address in sharepoint 2010.
In my environment, if I assign a task to a user, the email is as below:
The “test” is the site name, the [email protected] is the “From” user.
Do you want to change the “From” field in the workflow?
If so, you can have a look at the "Send email extended" custom SPD workflow activity (http://www.codeplex.com/SPDActivities
) which allow you to specify the sender.
Here are some similar threads for your reference:
https://social.technet.microsoft.com/Forums/en-US/22d95510-95b7-4882-b988-4038e59fb031/how-to-change-the-display-name-for-sharepoint-emails-sent-using-workflows?forum=sharepointgeneralprevious
http://sharepoint.stackexchange.com/questions/19186/changing-from-email-address-in-sharepoint-designer-2010-workflows
http://sharepoint.stackexchange.com/questions/61964/how-to-change-the-from-address-in-feedback-workflow-email
Best Regards,
Linda Li
Linda Li
TechNet Community Support -
Formatting the mail content in the workflow email
Hi,
In a workflow i am displaying a currency value.I want to format the currency value in the output. For eg: currently in the workflow email a value is displayed as 20000.0000 but i want it to display as 20,000.00 .
I have written the code in the method of the business object where i fetch this value such that the value is changed to the required format and is placed in the container element. The value of this container element is then displyed in the mail body.
I checked and the value does change to the required format and it is placed in the container element also in the required format(i.e 20,000.00) But only in the email output the formatting is lost and it is displayed in the original format(i.e 20000.0000).
Is there any other way to format the output of the currency field. I tried changing the data type to a character string but then the comma does not appear on the output.
Thanks!
Regards
ArchanaHi,
amount = 20000.0000
mail_amount is the variable that you'll use in mail body
p_curr is the currency you'll use.
WRITE amount TO mail_amount CURRENCY p_curr RIGHT-JUSTIFIED. -
MS InfoPath 2010 form with RTF (Rich Text Fields)
MS SharePoint 2010 Custom Library
MS SharePoint 2010 Designer Workflow Send Email
http://office.microsoft.com/en-us/sharepoint-designer-help/send-e-mail-in-a-workflow-HA010239042.aspx
https://www.nothingbutsharepoint.com/sites/eusp/pages/creating-html-emails-with-spd-workflows.aspx
Hi all of the above work, our question is how to control the RTF (Rich Text Field) look up values to the InfoPath 2010 form in the HTML email?
How to FORMAT the RTF look up value? in the HTML email
EXAMPLE
we have a InfoPath 2010 form published in the SharePoint 2010 custom list library there are 5 RTF fields (Notes1, Notes2, Notes3, Notes4, Notes5) there are other plain text fields, date fields, and other field types in the form
We use a HTML table to make the email look like the InfoPath form, so when the users fill out the form and they get the email notification everything looks the same.
Our problem is the EXTRA LINE SPACE in the RTF look up values
We want to remove any leading spaces, and line spaces between HTML table cells
Our Workflow has the HTML in a Workflow variable, as you know it does not support remote CSS it has to be in-line style for any formatting we want all cells to have
valign="top" the email should align at the top of the cell, all field types do except the RTF look up values they make the email look bad and they contain a lot of white space.
Please test this in your enviroment
<table>
<tr><td>Title:</td><td>[%Current Item:Title%]</td><td>[%Current Item:Notes1%]</td></tr>
<tr><td>Created by:</td><td>[%Current Item:CreatedBy%]</td><td>[%Current Item:Notes2%]</td></tr>
<tr><td>Date Created:</td><td>[%Current Item:Created%]</td><td>[%Current Item:Notes3%]</td></tr>
<tr><td>Modified by:</td><td>[%Current Item:ModifiedBy%]</td><td>[%Current Item:Notes4%]</td></tr>
<tr><td>Date Modified:</td><td>[%Current Item:Modified%]</td><td>[%Current Item:Notes5%]</td></tr>
</table>
I could not update the question below to the proper forum section. that is why i am asking again.
http://social.technet.microsoft.com/Forums/en-US/a7918bfb-9166-4bdb-828c-132a0c7611e3/ms-sharepoint-2010-designer-workflow-emails-huge-lines-paces-in-rich-text-fields-values-from-ms?forum=sharepointcustomization
-IsaackHi IssackB,
perhaps you may try this article:
http://social.msdn.microsoft.com/Forums/sharepoint/en-US/f8fa2a11-9f74-4dd2-b277-21ce872fdcb2/can-we-add-rich-text-editor-to-the-sharepoint-designer-2010-workflow?forum=sharepointcustomizationprevious
there are some notes that perhaps you may check:
Use the same font for all the controls to ensure consistent spacing between rows.
Choose Size from the Format menu, and then choose To Fit from the menu that appears. This adjusts the size of each control, depending on the font set for the data that appears
in the control.
NOTE: The Print Preview and Output To commands use different algorithms for calculating text width; therefore, the text may occupy more or less
space in the RTF file.
Reduce the amount of blank space above and below the report controls. Any vertical
space between the controls is converted to whole lines
in the RTF file. For example, a
space of .02 inches can increase to .1667 inches in the
RTF file.
Make sure controls on the same output row are not too close to each other or overlapping. This can cause the Output To command to omit the controls or to align the columns incorrectly
in the RTF file.
Use the Align command from the Format menu to ensure that a row of controls is aligned properly on the report. If a row of controls is not aligned properly, the Output To command may place the controls
in different rows, causing extra blank
spacein the RTF file.
and please have a check there are updates for exchange 2013 and will be available with the upcoming release of CU4 for Exchange 2013, that stated the format rtf was saved instead HTML. http://support.microsoft.com/kb/2862739/en-us
Regards,
Aries
Microsoft Online Community Support
Please remember to click “Mark as Answer” on the post that helps you, and to click “Unmark as Answer” if a marked post does not actually answer your question. This can be beneficial to other community members reading the thread. -
Using html in a workflow email
Hi.
Does anyone know if there's a way to use html in a workflow email so the the html tags are rendered and not displayed literally? I'm trying to include an a href tag so that the email just displays the hyperlink in the email and not the big long ugly url that I'm referencing. I thought maybe there was a function that would allow the html to "execute" but I cannot seem to find one.
Thanks for any help you can offer!
PamHi Taier,
For this issue, I recommend to verify the things below for troubleshooting this issue:
What are the OS used in your phone and tablet? Does this issue occur with all the phones or tablets? I recommend to check the email with another phone or tablets to narrow doen the issue scope.
What email client is used in your phone?
What HTML tags did you used in your email template?
Here is a link about some reasons about blank email in mobile for your reference:
http://www.emailonacid.com/blog/details/C13/5_reasons_why_the_mobile_version_of_your_email_might_not_be_displaying
Best regards.
Thanks
TechNet Community Support
Please remember to mark the replies as answers if they help, and unmark the answers if they provide no help. If you have feedback for TechNet Support, contact
[email protected] -
Sending workflow email in HTML format
Hi Experts,
I'd like to know if it is possible to send an HTML email using the workflow email step and HOW. Sample is displaying the simple table in HTML format:
<table border="1">
<tr> <th>Header 1</th> <th>Header 2</th> </tr>
<tr>
<td>row 1, cell 1</td>
<td>row 1, cell 2</td>
</tr>
</table>
Since the hyperlink (<A HREF="http://www.google.com">Google</A>) is working, I want to know if a table will work too.
My last resort creating a separate program that uses SO_NEW_DOCUMENT_SEND_API1.
Regards,
DexterHello,
Using SO_NEW_DOCUMENT_SEND_API1 is not a last resort; it's a necessity if you want to send anything but the simplest email from workflow.
regards
Rick Bakker
hanabi technology -
Error on Workflow email notification in oracle 11.5.10.2
Anyone seen similiar error on Workflow email notification in oracle 11.5.10.2
UNEXPECTED:[fnd.wf.bes.server.SystemLoader.getLocalSystem]:Caching disabled due to JTF exception: oracle.apps.jtf.base.resources.FrameworkException: CacheComponent not registered (KEY=FND_BES_SYSTEM_CACHE) (APP=FND)
UNEXPECTED:[fnd.wf.bes.server.AgentLoader.getAgent]:Caching disabled due to JTF exception: oracle.apps.jtf.base.resources.FrameworkException: CacheComponent not registered (KEY=FND_BES_AGENT_CACHE) (APP=FND)I do not see any similar issues reported in MOS website that could be relevant to Workflow.
Can you find any errors in the database log file?
Please run the diagnostics scripts in these docs and see if it helps.
Troubleshooting Oracle Workflow in Applications 11i [ID 262011.1]
11i: Oracle Workflow Cartridge (WF): Workflow Java Mailer Diagnostic Test [VIDEO] [ID 1148948.1]
11i: Oracle Workflow Cartridge (WF): Workflow Health Check Diagnostic Test [VIDEO] [ID 1148953.1]
11i : Oracle Workflow Cartridge Workflow Java Mailer Setup Test [ID 274764.1]
If the diagnostics scripts did not help then I would suggest you log a SR.
Thanks,
Hussein -
Hi All,
I'm having issues with the date format within an automated WorkFlow email. For Leads, users in the UK are entering the 'call back date' field as '26/06/2009' and in the email it seems to base this on the server locale appearing as '06/26/2009'. Can we format this within the code?
Thanks
Oli @ InnoveerI have just experienced this and used the following to convert the date to Australian format for my workflow email
%%%Mid([<IndexedDate0>],4,2) + '/' + Left([<IndexedDate0>],2) + Mid([<IndexedDate0>],6,Len([<IndexedDate0>]))%%%
this gives format DD/MM/YYYY
hope this helps, -
Overwrite standard workflow email template
Hi,
Can anybody tell me if is possible to overwrite the workflow review notification email template?
How?
ThanksYes, absolutely. Take a look at this link: http://download.oracle.com/docs/cd/E17904_01/doc.1111/e10978/c05_workflows.htm#CIHEFEJH
The key info is:
The two most commonly used templates used to generate email messages sent to recipients involved in a workflow are reviewer_mail.htm and reject_mail.htm. These are stored in IdcHomeDir/resources/core/templates.
These templates can be modified like any other template. Email template modification provides the greatest flexibility and opportunity for customizing workflow emails. Although this kind of modification is relatively straightforward, it still requires careful component development. Modifying the subject and the message in the email is often the most important part of the message, and thus is often the most modified.
Make sure your read further (if you want to create a template of your own, for instance). -
Hi. I am covering for the main workflow person here and we are experience some problem with our workflow email notifications. Some people are complaining they are missing their notifications. This is not a system wide problem. Only some people are affected.
Couple of questions:
1 - if the email server is down, would all notifications be queued up until the server comes back online? or are they lost?
2 - Is there a log where all email notification are send to? if so, where can I find this log defined?
Appreciate any input
thanks - MarshallHi. I am covering for the main workflow person here and we are experience some problem with our workflow email notifications. Some people are complaining they are missing their notifications. This is not a system wide problem. Only some people are affected.
Couple of questions:
1 - if the email server is down, would all notifications be queued up until the server comes back online? or are they lost?
2 - Is there a log where all email notification are send to? if so, where can I find this log defined?
Appreciate any input
thanks - Marshall
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