通过SharePoint Designer工作流根据列表来提醒电子邮件 [英] Reminder emails based on the list via SharePoint designer workflows

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问题描述

我正在努力解决如何使用SharePoint Designer中创建的工作流基于列表发送电子邮件的解决方案.

I am struggling with the solution on how the send out emails based on the list using workflows created in SharePoint Designer.

我们正在公司内部使用SharePoint 365,我正在使用SharePoint Designer 2013.

We are using SharePoint 365 within the company, I am using SharePoint Designer 2013.

我已创建以下列表:

该列表包含大约300个项目,这些基本上是项目的状态,该列表将作为上述内容的概述.该列表每周更新一次(对于绿色项目),对于项目或截止日期有问题的项目 未达到要求的项目可能会每天更新.项目名称在列表中重复出现,因为通常有几个人在同一个项目上工作,他们都报告了自己的状态.

The list contains around 300 items, these are basically the statuses of projects and this list is to serve as an overview to those above. The list is to be updated weekly (for green items), for items with issues on the project or the deadlines are not being met, the project may be updated daily. The project names are repeated within the list, as there are usually several people working on the same project, all of them reporting their status.

列:人员,角色,客户/项目,地区,过去一周的工作,下周的计划工作,注释/问题,状态,满意度调查问卷状态,风险和默认列:修改",修改者".

我需要的是能够发送以下提醒:

欧洲中部时间每个星期二下午4点,将提醒发送给人们(根据专栏 人员)在过去六天内未编辑列表(他/她)的项目(问题是同一个人可能被分配到多个项目,因此他/她可以编辑以下内容的列表)当前一周中他或她的一项或多项,但不适用于 其他三个项目,因为该项目没有任何反应,那么系统就不应该发送提醒).

Every Tuesday at 4 pm CET, send out the reminder to people (based on the column Person) who have not edited the list(his/her) items in the past six days (the problem is that the same person may be assigned to several projects, so he/she may edit the list for one or two of his/her items the current week, but not for the other three as there is nothing happening on the project, then the system then should not send the reminder).

我尝试创建当前日期"列,然后每天使用信息保留策略"对其进行更新,但是现在某种程度上它对我来说仍然可以正常工作,我可能做错了事.跨度>

I was trying to create the Current Date column and then update it every day using Information Retention Policies, but somehow it is now working properly for me, I might be doing something wrong.

非常感谢您的帮助.

I would be really glad for your help.

Svatka

推荐答案

Svatka,

Hi Svatka,

尝试按照以下工作流程步骤检查是否可以满足您的要求.请注意,每个项目的工作流程都需要手动启动或在创建/更改该项目时自动启动.

Try to follow the workflow steps below to check if it’s feasible for your request. Please note that the workflow for each item needs to manually start or automatically start on the item is created/changed.

最诚挚的问候,

Grace Wang

Grace Wang


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