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Email reminder

  • April 28, 2020
  • 3 replies
  • 22 views

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Hi All,

This doesn't seem like it should be complicated but...

I want to send out an email reminder (say every 3 days) when a parrticular condition is true. As soon as the condition is no longer true, upon form save, I want the workflow to continue immediately. I tried using a loop but could not figure out how to avoid having to wait the 3 days in order for the loop to start again to reckon that the condition is false.

 

Thanks in advance.

3 replies

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  • Nintex Partner
  • April 29, 2020

You could also have a site workflow that is scheduled to run every day.

Each day the workflow iterates through all items of your list and checks if your condition is met. If the condition is met then the workflow kicks off the actions you want to perform (either in the site workflow itself or the site workflow starts a list workflow on the item).

 

I personally think this is better than having a workflow pausing for three days but both should work. 

If you want to pause the workflow then in your loop you should have a wait action. After waiting the workflow checks the condition and moves ahead or waits another 3 days.

 

Would that help?


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  • Author
  • April 29, 2020

Hi,

Thanks for replying.

I was just having my morning coffee and thought maybe I should create a separate workflow for the reminders so was surprised/encouraged that you suggested doing the same. I have three separate lists that I would want to run this type of reminder workflow on. What's required to set up a site workflow to do as you suggest? I'm new to Nintex and thus far, only have experience with item specific workflows.

 

Thanks


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  • Nintex Partner
  • May 4, 2020

Great. You can create a site workflow by opening the site actions menu and then navigate to the Nintex Workflow Menu. There should be an option to create a site workflow there.

 

Best regards

Enrico