根据文档使用电子邮件警报创建Sharepoint工作流 [英] Create Sharepoint Workflow with Email Alerts based on documents

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问题描述

大家好,

我的任务是在sharepoint中创建一个工作流,该工作流将:

I have been tasked with creating a workflow in sharepoint which will:

1)在每个月的倒数第二天向用户发送电子邮件,提醒他们上传文档

1) Send an email to a user on the penultimate day of each month to remind them to upload a document

2)2天后,工作流程将需要检查用户是否上传了文档,如果没有,则向他们发送另一个提醒

2) 2 days later, the workflow will need to check to see if a document has been uploaded by the user and if not, send them another reminder

3)再过两天后,如果该文档仍然不存在,则应向用户及其管理员发送电子邮件

3) 2 days later again, if the document still does not exist, it should email the user and their manager

4)在该月的最后一个星期一,如果该文档仍然不存在,则应向高级经理发送电子邮件.

4) on the last Monday of the month, if the document still does not exist, it should email the senior manager.

大约5年来我没有使用过sharepoint,这只是非常基本的,所以我想知道是否有人可以指导我完成该操作?我尚未在共享点内建立组织结构,所以我猜想这需要做吗? 如果是这样,我如何在共享点中进行设置?

I haven't used sharepoint in around 5 years and that was only very basic so I am wondering if someone could guide me through how to do this? I have not yet set up an organisational structure within sharepoint so I am guessing that this will need to be done? If so, how can I set this up in sharepoint? 

此外,我认为查找文档的时间戳以查看最近(例如2天)是否有新的文档上传是有意义的.然后,如果不是这种情况,请向用户发送电子邮件.

Also, I think it makes sense to look for the timestamps of a document to see if there has been a new document uploaded in the last (e.g. 2 days). Then, if this is not the case, send an email to the user.

我是否必须为需要上载各自报告的每个用户设置一个单独的文件夹?然后在每个文件夹中设置一个任务以查找新文档和文件夹所有者?

Would I have to set up a separate folder for each user who would need to be uploading their individual reports? And then set up a task in each folder to look for the new document and the folder owner?

我正在使用sharepoint 2013,我确实可以提供一些帮助.

I am using sharepoint 2013 and I really could do with some help.

请有人给我一些建议吗?

Please could someone give me some advice?

谢谢

JB

推荐答案

JB,

如果您使用工作流程来执行此操作,则很难获得每个月的倒数第二天并每月运行该工作流程.

If you use workflow to do that, it is hard to get the penultimate day of each month and run the workflow monthly.

根据您的要求,建议您创建一个Timer作业来每天检查日期,然后根据您的要求执行相关操作.

For your requirement, I suggest you create a Timer job to check the date daily, then do related actions based on your requirement.

有关在SharePoint 2013中创建计时器作业的更多信息,您可以参考:

More information about creating a timer job in SharePoint 2013, you can refer to:

http://www.c- sharpcorner.com/UploadFile/b8e86c/how-to-create-timer-job-in-sharepoint-2013/

谢谢

Wendy


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