Hi,
I'm working on a workflow where I need it to notify someone via email if the date in a document's date field is 15 days away. What's the best activity to use to do this, and how would I configure it?
Thanks in advance,
Brian
Hi,
I'm working on a workflow where I need it to notify someone via email if the date in a document's date field is 15 days away. What's the best activity to use to do this, and how would I configure it?
Thanks in advance,
Brian
This has been asked before. See a few examples:
http://answers.laserfiche.com/questions/91024/Document-Expiration-Notice
http://answers.laserfiche.com/questions/54317/Workflow-Search-Repository-based-on-older-then-todays-date
http://answers.laserfiche.com/questions/60249/Workflow-sending-emails-within-a-date-range
http://answers.laserfiche.com/questions/64491/Search-date-field-by-month
http://answers.laserfiche.com/questions/57319/Repository-Date-Search-syntax
http://answers.laserfiche.com/questions/73216/Advanced-Workflow-search-syntax-using-tokens
Hello Brian,
Something like this should work. You would drop in the token of your date field.
What is the scenario? Do you want a Workflow which will remind users of a due date in an already started process, or are you looking to go through the entire repository and notify users of documents which are about to become relevant?