How to setup Recurrence functionality in SharePoint online using Crow Canyon Workflow Manager App?

1. Create a new custom list "Recurring Ticket Template" in helpdesk site.

2. Create below required fields in this list. 

 S.No Field Internal Name Field Display Name Field Type
 1.  Category  Category  Lookup to Category list
 2.  IssueType  Issue Type  Lookup to IssueType list
 3.  Description  Description  Multiline text
 4.  Requester  Requester  Person or group
 5.  RecurrenceType  Recurrence Type

 Choice field

Values: Daily, Weekly, Monthly, Yearly, Specific Date

 6.  StartDate  Start Date  Date and Time
 7.  SpecificDate  Specific Date  Date and Time

Note: Additional fields can also be created and correspoinding mappings should be done in the workflows configuration.

3. Configure Recurrence Schedule workflows in Workflow manager app for Yearly, Monthly, Weekly, Daily recurrences.

 Go to Application Administration –> Crow Canyon Nitro Apps –> Crow Canyon Workflow Manager App

a) Create Yearly Recurrence Schedule Workflow like below:

create an action (Create New Ticket) like below:

 

b) Create Monthly  Recurrence Schedule Workflow like below:

create an action (Create New Ticket):

Same as Yearly recurrence schedule workflow

c) Create Weekly Recurrence Schedule Workflow like below:

   

create an action (Create New Ticket):

Same as Yearly recurrence schedule workflow

d) Create Daily Recurrence Schedule Workflow like below:

   

 create an action (Create New Ticket):

Same as Yearly recurrence schedule workflow

e) Create Recurring Schedule workflow for Specific Dates:

create a workflow in Workflow Manager app like below with the recurrence pattern in the Repeat interval section.

Create action Item:

Same as Yearly recurrence schedule workflow

Please refer examples for configuring Recurrence Tickets from this article: https://www.crowcanyon.help/article/237

Note: For better performance, do not configure more repeat interval in these timer workflows.

 

 

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