Question

I have a requirement where I have to create a workflow that will send the recursive email. I have "Date of visit" date column where I will set some date then email will send to monthly adding 1 month to "Date of visit", we can change date as well accordingly it will pick new date " ex: "Date of Visit" 12/18/2019 email will send on 1/18/2020, then 2/18/2020 so on.."

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Solution

Create SharePoint 2013 platform workflow, this workflow can loop and will follow this pattern:

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The workflow has a Loop, and inside of the loop, an email Action and a Pause Action. This example loops forever.

OTHER TIPS

You can use the Pause until action in the workflow to send the reminder email every month.

Here is the basic idea of the workflow.

  1. Pause until Date – set the date to the NextReminderTime field of the current item.
  2. Send an Email – send the email as required.
  3. Update List Item – set the date in your calculated column for the nextReminderDate

Reference: https://threewill.com/sending-reminder-emails-using-sharepoint-designer-workflows/

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