I hope you can help
I'm trying to create a workflow that will send multiple notifications dependant on a column called 'Remediation deadline'(This is a date field) The notifications are planned for 3 months before the remediation date as an 'Action', 2 months before the remediation date as 'High' and 1 month for 'Critical'.
I have created a calculated field to put the date into the correct format using =TEXT([Remediation deadline],'dd/mm/yy') in an effort to run the workflow from this date if possible as the formats are correct(Not sure if the format even makes a difference?)
I'm new to SharePoint which means my knowledge is very limited, also the site I'm currently working on is a confidential site, so I have no access to designer and if I choose to add a WebPart, I have to send it over to another team to action which is highly frustrating as they are not as eager as me to reach my goal.
The problem I face is where I go from here with such limited access. The only notification process that works is based within Nintex, but from the documentation I’ve read, you need to be able to run the 'CallWebPart' function. I also have 1200 records that can't be removed from the task list, I tried a loop process but it caused the server to fall over as our main server is in a different country so each loop had to bounce back and forth through the process for each record!!
We have the availability of Nintex but are unable to use the 'CallWebAccess' function as this would require our server ID and password (and that won't be happening anytime soon).
I have created a column called 'Notify Date3' (And so on for the additional date notifications)which contains the following formula=TEXT([Remediation deadline]-92,"dd/mm/yyyy") which I use to create the date around 3 months before the first remediation date so I can create a notification.
Any advise on the best way to process will be greatly received as i'm slowly pulling my hair out
Thanks in Advance
Nick