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Including Task Reminder Emails with Workflow on Custom Entity

Posted on by Microsoft Employee

We have workflow related a custom entity.  Currently, for one of the Tasks, there is a Wait on the Task Activity Status for Completed/Canceled.  We need to update this to include reminder emails. 

Here are the requirements from the business:

Current:

  • Create a task for Team A
  • When Team A completes or cancels the Task, continue with the workflow

New:

  • Create a task for Team A
  • As long as the task is open:
    • Send reminders emails at 1 month, 2 months, and 3 months from the task creation
    • If the task is still open after 4 months from the task creation:
      • Cancel the Task
      • Update fields in the custom entity with the cancellation details

  • When Team A completed or cancels the Task, continue with the workflow

How can this be implemented to ensure the process continues as soon as Team A completes the task?

Thanks

*This post is locked for comments

  • Abby Kong Profile Picture
    Abby Kong 6 on at
    RE: Including Task Reminder Emails with Workflow on Custom Entity

    Great to hear that!

  • Community Member Profile Picture
    Community Member Microsoft Employee on at
    RE: Including Task Reminder Emails with Workflow on Custom Entity

    Abby,

    Thanks for the answer.  I was testing yesterday and everything appears to be working.

  • Suggested answer
    Abby Kong Profile Picture
    Abby Kong 6 on at
    RE: Including Task Reminder Emails with Workflow on Custom Entity

    Hi Brian,

    Here is my humble suggestion:

    Workflow 1 (Original workflow)

    Wait for condition Task Activity Status = Completed Or Canceled
    	if modifiedby user belong to Team A
    		{{Rest of the workflow}}
    	Otherwise, Stop Workflow //modify action here based on requirement, here modifiedby user will be ownerOfWorkflow2 if cancel is triggered by 4-month timeout
    


    Workflow 2  (Run as system user Not belong to Team A) (Trigger on Create of task)

    Wait 1-month timeout
    	if Task is not Completed or Canceled, send email
    	otherwise, do nothing, stop workflow
    Wait 2-month timeout
    	if Task is not Completed or Canceled, send email
    	otherwise, do nothing, stop workflow
    Wait 3-month timeout
    	if Task is not Completed or Canceled, send email
    	otherwise, do nothing, stop workflow
    wait 4-month timeout
    	if Task is not Completed or Canceled, Cancel Task etc, stop workflow
    	otherwise, do nothing, stop workflow


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