In this article, I want to cover very common scenario of any business system it is alert notification or reporting subsystem. Usually that functional is responsible to notify end users about new events, overdue tasks and sending summary reports via e-mail. I want to review a couple of simple cases. Which I hope, you can manually customize and implement in your environment. All cases I created are use SharePoint Online with installed Plumsail Workflow Actions Pack, but you can implement it in OnPremise environment as well.
Personal Item/Task/Document expiration reminders
The first case which I want to describe has quite simple simple goal: a user wants to track status of sent Item/Task/Document. It could be application form for business trip, day off request, assigned task or something else. It depends on your business process, but core idea is the same. You have an item with specific due date and a person responsible for this item. You need to send notification message to the user when due date will come and of course you can customize the message template. Using SharePoint Designer you can create a site level workflow which will select all list items by specific query and process each item. As an example, it could generate email by template and send it.
Out of the box workflow actions don’t allow to query list items by CAML or generate email messages by templates. That is why I used some workflow actions from Workflow Actions Pack to extend out of the box functionality.
Below I showed the configured workflow:Read more…