Forum Discussion
Trigger email based on columns of a list
- 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 :-)
As mentioned by Chris Gullicksen you need to use SharePoint designer workflow and condtion to wait until the due date and send email. You can also do the same using "Flow".