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Friday 1 March 2013

Adding Reminders or Past Events

So you have a calendar or list that you need to notify people on. Say for example, there is an event in a calendar that is happening on the 31st January but it was booked months ago and you know that people are going to forget about it! You can create a workflow to get around this to send a reminder a few days before.

You need to create a custom workflow for this one. Retention only works forward (thanks for that!) so we need something to go backwards!!!!

Basically, your workflow should look something like the below. This sends out a reminder based on the event date 3 days before the event is due to take place.

Add -3 days to CurrentItem:StartTime (Output to Varuable:Training Notification)
then Pause until Variable:Training Notification
then Email CurrentItem:Trainee(s)

Start Time is the start time for the event in the calendar. I also created the variable "Training Notification" and Trainee(s) are the people that will be receiving the emails. This field was added to the OOB Calendar listing.

Nice and easy, lemon squeezy!!!

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