Sharepoint Online创建用于到期客户合同的工作流 [英] Sharepoint Online create workflows for expiring client contracts

问题描述

我有一个文档库，其中包含扫描的pdf文件，其中显示了客户合同的开始和结束日期.

I have a document library with scanned pdf files showing client contracts beginning and end dates.

我想创建一个工作流，在合同临近到期日(可能是60/30/10天)时发送电子邮件提醒

I would like to create a workflow that sends an email reminder when contracts are approaching expiry date maybe 60/30/10 days

这很可能是自定义工作流程，因为我在Office365上看不到该模板的模板.任何人都可以逐步建议我如何在文件等中创建带有标签的工作流程.

Obvioulsy this has to be a custom workflow as I don't see a template for it on Office365. Can anybody please advise me step by step on how to create the workflow with tags in the files etc....

谢谢.

推荐答案

Create SharePoint designer workflow to send reminder email as per your requirement. Please look at below link for your reference:

If you get issue on executing workflow from calculated column then you can also set retention policy on library  to execute workflow.

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