Workflow to count & send alert when criteria is met

Question

Hello All,

I've had a request for a workflow to be set up that sends an alert when X hits a certain amount within the library (X coming from a separate lookup). e.g - If there are 4 or more apples, send me and any others an alert....If there are 4 or more oranges, send me and any others an alert. 

So, going back to my question - How can I tell the workflow "when 4 or more apples/oranges/etc are NOW within a list, send an alert/email to these users to make them aware"?! I'm struggling mainly on how to do the count...any suggestions or workarounds would be great 

Thanks in advance

Answer 1

 Hey Azza, 

First thought is that you could use a calculated column. This link should get you in the right direction:

SharePoint: How to Create an Auto-Incrementing Number Field For Use in a Custom ID

It's not the exact solution you're looking for, but is in the ballpark and you'll be able to modify it.

Answer 2

Hi Sonny,

thanks for the link I will give it a try and let you know - appreciated 

I tried the workflow process but within 2013 I am not getting the same features and even though its kind of on the right lines, it wont work for what im looking for. Thanks for the reply though 

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KR Awad

Answer 3

Hi Azza,

I just reread your comment. How are you identifying "X"?

Maybe this would work: Summing calculated columns in group by in Sharepoint list + Dataview webpart

And then create a workflow for when "X" hits a certain number?

Answer 4

HI Sonny, 

thank you again for the update - This is more what I am looking for as I am struggling to identify X in order to activate the workflow. This article looks more along the lines of counting the number of sites I have within a list, so i will try this and let you know. What i am looking for is:

> Customer raises a request within a list

> When a customer from the same site has more than 4 active requests open, we need to flag it to Snr Management

I need to find a way to count this, the sites are from a lookup list 

Appreciate the help :-) 

UPDATE:

I came across this article which is more or less what im looking for - It works so just need to tweak it so it can report the correct information back 

http://pawansatope.blogspot.co.uk/2012/01/how-to-create-count-related-lookup.html 

Thanks for your help 

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KR Awad

Answer 5

Hi AzzaUK,，

Thanks for sharing.

Best Regards，

Lisa Chen

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