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Bee Lin Leau's avatar
Bee Lin Leau
Copper Contributor
Mar 16, 2017
Solved

Trigger email based on columns of a list

I have a list with these 2 columns - Manager and Due Date. Does SharePoint provide OOB feature to send email to Manager when Due Date is the current date ?   Thanks for any help...
  • Chris Gullicksen's avatar
    Chris Gullicksen
    Mar 21, 2017

    Hello,

     

    Welcome to SharePoint, glad to hear you are new. To start up lets find out if you have permissions to accomplish this. Do you know if you have Full Control permissions to the site you are working on?

     

    SharePoint workflows can be built if you have the proper permissions and you can use this Development tool that is free to download called SharePoint Designer. http://www.microsoft.com/en-us/download/details.aspx?id=35491 - If you haven't used SharePoint designer I would recomend finding some training informaiton related to it before you begin.

     

    Here is some technical documentation on SharePoint Designer 2013 https://msdn.microsoft.com/en-us/library/office/jj163986.aspx

     

    Anyway here is a sample list I created to do this

    List Columns: (type) (noted an asterisk * = required columns)

    • Item Title (default single line of text)
    • *Manager (people picker)
    • *Due Date (Date column) ... Bonus! use the column validation section to make this date greater than or equal to today so it must be in the future.
      • Formula: =[Due Date]>=TODAY()
      • User Message: Due Date must be greater than or equal to today.

    Open Designer > Open your site > Open your list  & Create a new workflow that is associated with it.

     

    workflow Logic:

    IF Current Item: Due Date Greater than or equal to Today

        Pause until Current Item: Due Date

        Email Current Item: Manager

    (end)

     

     

     

    This is just a basic concept and you can always do more :-)

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