SharePoint Designer 2013 Loop

Boyd, William 1 Reputation point
2021-10-12T17:57:40.127+00:00

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

SharePoint Workflow
SharePoint Workflow
SharePoint: A group of Microsoft Products and technologies used for sharing and managing content, knowledge, and applications.Workflow: An orchestrated and repeatable pattern of business activity, enabling data transformation, service provision, and information retrieval.
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  1. Elsie Lu_MSFT 9,796 Reputation points
    2021-10-14T09:08:47.933+00:00

    Hi @Boyd, William ,

    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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