none
Using WorkFlows for Reminders

    Question

  • How can i automatically trigger a birthday reminder using dates available in a Sharepoint List.

    Can you please avoid using "Information management policy settings".

    Is it possible thru coding?.. the biggest kick being "Some Event" to be triggered after the Bday Email has been sent & the workflow is completed.

    "Some Event" must restart the workflow & make it wait till the next year happens & send the mail.

    Is there any event called 'OnWorflowCompleted' kindof.. IF so, how to use it & where to use it..

    Thanks friends


    ~ Loveson
    • Edited by R Kipling Friday, December 02, 2011 12:07 PM
    Friday, December 02, 2011 12:01 PM

Answers

  • Hi,

    The best approach to send the reminder email is "Custom Timer Job". Since timer job executes once based on specified frequency.

    As I think reminder will be send once in a day, so custom timer job will execute once and check for candidate list time to send email and send the email. Once it send email and complete its execution, don't use any server memory.

    To create a custom timer job pleas follow below links:-

    http://msdn.microsoft.com/en-us/library/cc427068%28v=office.12%29.aspx

    http://code.msdn.microsoft.com/Custom-TimerJob-for-99d75318

     

    • Marked as answer by Pengyu Zhao Friday, December 30, 2011 7:17 AM
    Monday, December 05, 2011 5:19 AM
  • Hi,

    To deploy timer job Application Pool Identity account is used and this user should be member of Farm Admin Group.

    For more details follow below links :-

    http://dpruna.blogspot.com/2011/04/creating-sharepoint-custom-timer-job.html

    http://msdn.microsoft.com/en-us/library/cc406686%28v=office.12%29.aspx

     

    • Marked as answer by Pengyu Zhao Friday, December 30, 2011 7:17 AM
    Wednesday, December 14, 2011 6:03 AM

All replies

  • Hi,

    One approach is to set a timer job which checks the date condition on the applied list and sends an email before a certain Birth date.

    moreover, workflow approach can be helpful from below link.

    http://blogs.msdn.com/b/alimaz/archive/2008/01/22/sending-a-reminder-in-a-sequential-workflow.aspx

    I hope following the above link will certainly help you.

    Let me know incase you need any particular code in any of the activities mentioned in the above link.


    Thanks, Ali Yasir
    Saturday, December 03, 2011 4:41 PM
  • Not quite sure if it can suite my requirement - To send Birthday reminders..

    Can you please share the code..


    ~ Loveson
    Monday, December 05, 2011 3:28 AM
  • Can you please share your requirement in detail.

     


    Thanks, Ali Yasir
    Monday, December 05, 2011 5:01 AM
  • Hi,

    The best approach to send the reminder email is "Custom Timer Job". Since timer job executes once based on specified frequency.

    As I think reminder will be send once in a day, so custom timer job will execute once and check for candidate list time to send email and send the email. Once it send email and complete its execution, don't use any server memory.

    To create a custom timer job pleas follow below links:-

    http://msdn.microsoft.com/en-us/library/cc427068%28v=office.12%29.aspx

    http://code.msdn.microsoft.com/Custom-TimerJob-for-99d75318

     

    • Marked as answer by Pengyu Zhao Friday, December 30, 2011 7:17 AM
    Monday, December 05, 2011 5:19 AM
  • My requirement is to send an email wish to people who are in a List on their birthdays every year.
    ~ Loveson
    Monday, December 05, 2011 5:55 AM
  • I only have a Site Owner access.. Possible to deploy timer Jobs?

    Thanks..


    ~ Loveson
    Monday, December 05, 2011 7:15 AM
  • Hi,

    To deploy timer job Application Pool Identity account is used and this user should be member of Farm Admin Group.

    For more details follow below links :-

    http://dpruna.blogspot.com/2011/04/creating-sharepoint-custom-timer-job.html

    http://msdn.microsoft.com/en-us/library/cc406686%28v=office.12%29.aspx

     

    • Marked as answer by Pengyu Zhao Friday, December 30, 2011 7:17 AM
    Wednesday, December 14, 2011 6:03 AM