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Helper II
Helper II

Create reminder a document will expire

We use SP online and have a site with a document library that we use to manage contracts.  We'd like to create a notification workflow that sends an email to the document owner (metadata) based on a notification date (metadata), with a link to the document telling them the contract is up for renewal.  The notification date is a date column and the document owner is a people selector.


You could say I'm more of a Power User of PA and have limited development/coding/scripting knowledge.

 

The workflow should look like:

Every day at 8am get file property (notification date) from the contracts library

If Notification date is equal to utcNow('MM/dd/yyyy') or Today.

Send email to the document owner with a link to the document in the body of the email

 

During my testing, the workflow is telling me the flow was successful but ends at the condition and in the yes field there's a message "ActionBranchingConditionNotSatisfied: The execution of template action 'send_an_email_(v2)' skipped: the branching condition for this action is not satisfied.

 

PA Contract Expiry Example.png

1 REPLY 1
Super User III
Super User III

Hi @brandonklittle 

 

The reason for not matching the condition is due to your SharePoint column notification date is a datetime column. Try to format this column similar like the utcNow format 'MM/dd/yyyy'

 

Thanks



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