Send reminder emails via SharePoint Designer Workflow

Last week one of my user asked me to design a reminder email which should be sent out 2 days before due date. He had a large list where there are thousands of items and he needed it to be approved / reviewed by assignee before it crossed the dead line. He already had a Due Date column which is Date and Time type and showing only date. Below is the design logic I used to achieve this requirement

Design Logic:

• Create a new column (I called it Today) with Date and Time category and select to display only date
• Create another column (Diff), type calculated, and simply add this formula

=[Today]-[Due Date]

That’s all from List end, now open up site in SPD

• Create a new workflow based on List
• Select respected list, specify name of that workflow
• Then select condition – If current Item filed equals value
• Put current item > Diff  in field and value to 2
• In action tab select send an email
• Fill all required stages
• Save and publish the list
• Now open the list and check if the workflow fires or not

Feel free to reach me in case of any issues, thanks

SharePoint 2007 WorkFlows - Very basics

Very basic workflows and their related features

These features (under Site Action > Site Settings > Site Collection Features) must be activated to get respective workflows.

Please find the table below 

Workflow	Features
Collect Signatures	Collect Signatures Workflow
Disposition Approval	Disposition Approval Workflow
Approval	Routing Workflows
Collect Feedback
Three-state	Three-state workflow
Translation Management (Only in Translation Management Library)	Translation Management Workflow

Feel free to reach me in case of any queries.

How to upload a document to multiple document libraries simultaneously?

This might be a known issue and thee might be so many solutions to resolve this, but my issue is resolve using below method so I am posting this on blog..

·         Let’s say we have to upload Documents to Test1 (Source Doc Lib) and Test2 (Destination Doc Lib) Document Library simultaneously

·         We can achieve this task by creating SP Designer conditional workflow

·         Refer following figure.

·         Open SharePoint Designer 2007 and then click on New > Workflow

·         On the Define your new workflow stage provide a meaningful name and select a startup type as per

your requirement.

·         Under that box you will get option to select which on which list you want to enable that workflow.

·         Click Next.

·         It will prompt you the Conditions and Actions page

·         In Condition select – Modified by specific person condition

·         Then click on specific person label and it will open option as shown in following figure

  

·         Select User who created current item option and add it to Selected Users box

·         Reason behind selecting this option is when any user uploads a document to that specific Doc Lib it will be automatically updated to destination Doc Lib

·         Then click on Actions button which will give you below option

·         Select Copy List Item option and then select copy item in Test1 (Source Doc Lib) to Test2 (Destination Doc Lib)

·         Click finish, which will finish setup of workflow on Doc Lib Test1

·         Now go to Test1 (Source Doc Lib) and upload a document.

·         In that Test1 you will see a column with the same name with which you have created a workflow, and it will give you in progress status.

·         Just go to Test2 (Destination Doc Lib) and you will get the same document listed over there.

·         And when you come back to Test1, In progress status will be over and it will give you Completed status.

Attention: One more thing I would like to specify at the end, if you have selected Manual start then you have to manually start the workflow associated on that Doc Lib.