OOB workflow SP designer 2013
The workflow purpose is change the status columns from COMPLETE to IN PROGRESS or from IN PROGRESS to COMPLETE according some columns value.. And if the change is fromIN PROGRESS to COMPLETE there will be change in some columns like
If contract alert Date <= today then change the status (Columns value) from Complete to In Progress and send email to the manager (the manager email address is a column (Manager Email)
Else pause until the alert date=Today()
If the status (columns) = in progress send Remainder email every 10 days
If the status change from in progress to Complete (BY MANAGER MANUALLY) then
Contractor last renewed Date =TODAY()
Contractor Valid to Review=TODAY() + 4 MONTH
Alert Contract Date=today() + 5 month
and Contract Due Date=today() + 6 months
AND START THE WORKFLOW AFTER UPDATING THIS COLUMNS FOR NEXT cycle
SharePoint List(http://server/site/..) LIST ITEMS
Department | Contractor | Division | Manager Email | Contractor last renewed Date | Contractor Valid to Review | Contractor Alert Date | Contractor Due Date | Status | Workflow Status |
ABC | JONAH | 10 | ABC@ABC.COM | 01/01/2014 | 05/06/2014 | 5/07/2014 | 5/08/2014 | COMPLETE | paused |
DEF | SMITH | 20 | DEF@ABC.COM | 01/01/2014 | 02/03/2014 | 2/28/2014 | 3/20/2014 | INPROGRESS | INPROGRESS |
Note:
- The status is changed manually by manager from IN PROGRESS TO COMPLETE
- The status from COMPLETE to IN PROGRESS is changed by event or Triggers (based the alert date)