Question

My task List has the Following Fields

1) Start Date
2) Due Date
3) Survey Submitted By

Through Visual Studio Workflows I want to achieve the below scenario. Can any one give me an idea which actions should I use.

Note: Here Task is Already assigned in the Task list. On Workflow Activated I need to fetch the Task item and send an email and do the below step again.

  1. Send an email to the Survey Submitted By (user) when the task is created.

  2. Send an email to the Survey Submitted By (user) when the task is a week from the Due Date (if the task is not completed)

  3. Send an email to the Survey Submitted By (user) when the task is two days from the Due Date (if the task is not completed)

  4. Send an email to the Survey Submitted By (user) on the Due Date (if the task is not completed)

  5. Mark the Task as "Not Completed" and remove the Survey Submitted By’s (user) permissions when the task is past the Due Date and Not Completed


Below is the scenario which I tried.

Workflow Designer:Workflow sample OnWorkflowActivatedCode:

  private void onWorkflowActivated1_Invoked(object sender, ExternalDataEventArgs e)
        {
            try
            {


                CurrentDate = String.Format("{0:MM/dd/yyyy}", CTDate);
                SPListItem CurrentWorkflowitem = onWorkflowActivated1.WorkflowProperties.Item;
                _ItemListDuedate = DateTime.Parse(Convert.ToString(CurrentWorkflowitem["Due Date"]));
                _ItemSurveySubmittedBy = Convert.ToString(CurrentWorkflowitem["Survey Submitted By"]);
                _ItemStatus = Convert.ToString(workflowProperties.Item["Status"]);
                SPFieldUserValue SubmitteduserValue = new SPFieldUserValue(CurrentWorkflowitem.Web, _ItemSurveySubmittedBy);
                SubmittedUserLastName = SubmitteduserValue.User.Name.Split(',').LastOrDefault();
                SubmittedUserEmail = SubmitteduserValue.User.Email;              
            }

            catch (Exception ex)
            {

                SendEmailToAdmin(ex.Message);
            }

        }

WORKFLOW STATUS LOOP:

private void WorkflowStatus_Loop(object sender, ConditionalEventArgs e)
        {
           bool workflowstatus= CompareCurrentDate_DueDate(_ItemStatus, _ItemListDuedate);
           if (workflowstatus)
           {
               e.Result = true;
           }
 private bool CompareCurrentDate_DueDate(String CurrentStatus, DateTime ListDuedate)
        {
            try
            {
                if (CurrentStatus != "Completed")
                {
                    CTDate = DateTime.Parse(Convert.ToString(DateTime.Now));
                    int Cmin = CTDate.Minute;
                    int Listmin = ListDuedate.Minute;
                    diff = Cmin - Listmin;
                    //TimeSpan age = ListDueDate.Subtract(CTDate);
                    // diff = Convert.ToInt32(age.Days);
                    if (diff > 48)
                    {
                        datechk = false;

                    }
                }
                else
                {
                    datechk = false;
                }

            }
            catch (Exception ex)
            {
                datechk = false;
                SendEmailToAdmin(ex.Message);

            }
            return datechk;
        }}

Code to check Status 
 private void codeToCheckStatus_Initial(object sender, EventArgs e)
        {
            try
            {


                String Duedate = String.Format("{0:MM/dd/yyyy}", _ItemListDuedate);
                Remainder1 = (Boolean)onWorkflowActivated1.WorkflowProperties.Item["Remainder1"];
                Remainder2 = (Boolean)onWorkflowActivated1.WorkflowProperties.Item["Remainder2"];
                Remainder3 = (Boolean)onWorkflowActivated1.WorkflowProperties.Item["Remainder3"];
                InitialMail = (Boolean)onWorkflowActivated1.WorkflowProperties.Item["InitialMail"];

                if (InitialMail == true)
                {
                    Email_Body = "Please complete the below survey before the Due date has completed. ";
                    Email_Subject = "Survey Task with Title " + onWorkflowActivated1.WorkflowProperties.Item.Title + "has been assigned";
                    HTMLBODY = PopulateBody(SubmittedUserLastName, Duedate, Email_Body, "TaskList");
                    SendEmail(Email_Subject, SubmittedUserEmail, " ", HTMLBODY);
                    updatelist("InitialMail", false);
                }
                if (diff == 41 && Remainder1 == true)
                {
                    Email_Subject = "Week Remainder Email for the Task " + workflowProperties.Item.Title;
                    Email_Body = "The Task is due kindly act on it";
                    HTMLBODY = PopulateBody(SubmittedUserLastName, Duedate, Email_Body, "TaskList");
                    SendEmail(Email_Subject, SubmittedUserEmail, " ", HTMLBODY);
                    updatelist("Remainder1", false);

                }
                if (diff == 44 && Remainder2 == true)
                {
                    Email_Subject = "Two Day Remainder Email for the Task " + workflowProperties.Item.Title;
                    Email_Body = "The Task is due kindly act on it";
                    HTMLBODY = PopulateBody(SubmittedUserLastName, Duedate, Email_Body, "TaskList");
                    SendEmail(Email_Subject, SubmittedUserEmail, " ", HTMLBODY);
                    updatelist("Remainder2", false);

                }
                if (diff == 45 && Remainder3 == true)
                {

                    Email_Subject = "Same Day Remainder Email for the Task " + workflowProperties.Item.Title;
                    Email_Body = "The Task has been update as completed and you dont have permissions for the same";
                    HTMLBODY = PopulateBody(SubmittedUserLastName, Duedate, Email_Body, "TaskList");
                    SendEmail(Email_Subject, SubmittedUserEmail, " ", HTMLBODY);
                    //SPListItem wfitem = workflowProperties.Item;
                    //wfitem["Remainder3"] = false;
                    //wfitem["Status"] = "Completed";
                    //SPRoleAssignmentCollection SPRoleAssColn = wfitem.RoleAssignments;
                    //for (int i = SPRoleAssColn.Count - 1; i >= 0; i--)
                    //{
                    //    SPRoleAssignment roleAssign = SPRoleAssColn[i];
                    //    SPRoleAssColn.Remove(i);
                    //}
                    //wfitem.Update();

                    updatelist("Remainder3", false);

                    SPListItem wfitem = workflowProperties.Item;
                    wfitem["Status"] = "Completed";
                    wfitem.SystemUpdate();
                }
            }
            catch (Exception ex)
            {
               // datechk = false;
                SendEmailToAdmin(ex.Message);

            }

        }
        private void updatelist(string field, Boolean value)
        {
            SPListItem wfitem = workflowProperties.Item;
            wfitem[field] = value;
            wfitem.SystemUpdate();
        }

I tried with Designer Reusable workflow . Attached is my Designer Workflow. As stated below we can not get the Updated Status Column when we go for Reusable workflows. When I used Title the workflow is working fine

Designer Workflow

Was it helpful?

Solution 3

I was able to achieve this by creating a calculated column which has the status modified. During this time I am delaying the workflow for 2 days in the workflow.

At this time I am checking this calculated column with current item. If status is completed I am ending the workflow.

OTHER TIPS

If a understand you query, You can probably use some custom timer job which will iterate through all the open tasks and based on your custom logic it will send emails to the specific users. You can send email by SPUtlity.Send email and you can even end the workflow programatically from this/

This is only a another solution to your problem.

I know it's not VS solution, but for exactly that kind of scenarios I use HarePoint Workflow Scheduler.
It's free for commercial use and extremely easy to use as well.

What you need to do is to create a simple workflow in SharePoint Designer that checks if Today is the day you require (for example DueDate-2).
If yes, do whatever needs to be done, if not then stop the workflow.
And schedule this workflow in HarePoint to be run once a day at 1am (for example).

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