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BoydWilliam-0220 avatar image
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BoydWilliam-0220 asked ElsieLu-MSFT commented

SharePoint Designer 2013 Loop

I have a list in SharePoint that I need to set up a workflow to automatically run daily. I want it to do the following:

Check if the Follow-Up Required? field is Yes
AND if the Follow-Up Complete? field is No
AND if the Follow-Up Date is before today. (past due)
Then send an email.

I need this to loop through all items in the list once a day, is this possible? If a time is needed, it would be 7am EST

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Hi @BoydWilliam-0220 , I'm looking into your issue now and I will reply you as soon as possible. :)

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Hello, thank you for your reply. I wanted to check in to see if you had any luck?

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ElsieLu-MSFT avatar image
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ElsieLu-MSFT answered ElsieLu-MSFT commented

Hi @BoydWilliam-0220 ,

Which version of SharePoint are you using? I did some tests, it should be not supported to use workflow to automatically send daily emails. If you are using SharePoint Online, I even recommend that you gradually reduce the use of workflow, Microsoft will stop supporting workflow in the future. What can be done is to send an email when the conditions are met when the item is created:

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We have to keep using workflows with my company until 2023, so we have to run these for now. The example you put up was fine for creating items or when it is edited. However, I need a loop that will look through each item daily and send the email if the condition is true.

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Hi, would you like to share the version of SharePoint you are using? If it is SharePoint Online, you could try to use flow, which is currently the recommended tool. In the case of SharePoint Server, according to my research, there is no condition for sending emails regularly every day.

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I am not sure how to determine the version. We are in MS365 and SharePoint Designer 2013. We to not have Forms yet. And I do not need it to generally send an email daily. I need it to loop through each item daily and send the notification if an item is past due.

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