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  Asked By: Heriberto    Date: Nov 13    Category: Sharepoint    Views: 1180

I want to have a workflow based on a list that will:

1. Wait 2 hours from created date/time

2. Check the contents of a column field

3. Based on what is in the column field, send an email to
people/groups.

I've tried different things in Designer and goggled around for how to do
this but I can't seem to get it to work. Is this something that can be
done with the OOTB SPD do I have to get custom code?

Thanks a million in advance for any links/help. Feel free to contact me
off line if you like.

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7 Answers Found

 
Answer #1    Answered By: Dan Dickerson     Answered On: Nov 13

If I am following you correctly then you want one copy of the workflow  to do
this for the whole list, not just for a single item in the list.

Workflows in SharePoint aren't designed to operate at the level of a whole list
in 2007. That functionality will be available in 2010, but for now workflows
are designed to work  on list  items, not the list.

If you are trying to do this for each item in a list, then it should be possible
using a Pause for duration in Step1 and a compare List field  in Step 2. I just
did a quick test and it worked for me. However there are known issues when
working with timing delays in workflows (my 5 minute delay was actually 7
minutes)

What kind of problem are you seeing?

 
Answer #2    Answered By: Phenil Poriya     Answered On: Nov 13

This answers my own question of how to do a workflow  for the whole list  of
items. I am glad to hear you can do Batch workflows in 2010 - - is that right?

 
Answer #3    Answered By: Dante Parsons     Answered On: Nov 13

They are called Site Workflows. They aren't so much batch workflows as they are
workflows that run at the site level without being specifically attached to a
list item.

 
Answer #4    Answered By: Luke Davis     Answered On: Nov 13

My apologies for not being clear but I'm trying to get the workflow  to
work on a single list  item. I have a Call Center site installed that
has a status field. It's a choice pull down field  with 4 choices;
initiated, engaged, resolved and closed. What I want to do is send  a
reminder to specific users if after 2 hours  after the creation of a call
center 'ticket', the status field is either initiated or engaged.

I'm trying this single step workflow that automatically starts 'when a
new item is created':

Conditions: If Status equals Initiated

Or if Status equals Engaged

Actions: Add 120 minutes to Service Requests: created  (Output to
variable: Date)

Then pause until Variable: Date

Then send email  to named user

The results are the email is getting sent every time because upon
creation, the Status is always Initiated (the users are instructed to
select this when creating a ticket).

I'm trying to figure out how to check  the Status field after 2 hours and
if it's still Initiated or Engaged, send the email.




 
Answer #5    Answered By: Daniella Landry     Answered On: Nov 13

Try it this way.

Start workflow  automatically

Step 1

Condition - None

Action -

Log to Activity -"Workflow Started"

Pause for duration 120 minutes - (don't use a
variable, because then time and date gets involved. This just sets a timer)

Step 2

Condition - If Status equals - Engaged

Action -

Log to Activity - "Sending Engaged Reminder"

Send Email

else Condition - If Status equals - Initiated

Action -

Log to Activity - "Sending Initiated Reminder"

Send Email

else Condition - None

Action - End Workflow

That works for my test environment.

 
Answer #6    Answered By: Bo Stafford     Answered On: Nov 13

I'll give this a try and let you know how it turns out.

 
Answer #7    Answered By: Jocelyn Shelton     Answered On: Nov 13

First workflow  step would be a 2 hr pause event.

Second event would be "IF field  equals X"

With the action being an email.

Bad part would be the workflow ends at that point.

If you want the email  sent as soon as the field changes no matter how
long it takes, then make a wait event in between the pause and email
steps.

 
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