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Nintex general announcement workflow

  • November 8, 2019
  • 11 replies
  • 25 views

Patience
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I am having an issue; the issue is I do not know where to start on the workflow for a general announcement/newsletter workflow. We have several companies and departments. I need to create a workflow that they would see the announcement on their intranet, if it is departmental only persons on the department can see it and the person who’s doing the announcement have to have permissions to do the general, department and company. Where do I start? I already created the form, but I am stuck?

Thank you, for your help in advance.

 

11 replies

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  • November 12, 2019

@Patience totally understand being stuck. Let me see if I understand what you're trying to do.

You have an announcement that gets created and then needs to be made visible to either the entire company or specific departments. 

 

Ideally, you would have a workflow running on the announcement item when its created. The workflow would read the criteria on the form and determine which department or permissions to set for the item. It's more complicated than that, but that's the general sense. 


Patience
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  • Author
  • November 12, 2019
yes, that's the idea.

Forum|alt.badge.img+17
  • November 14, 2019

@Patience Do you have your SharePoint list and structures setup already? If so, if you can provide a quick list of what list/sites are where I can help you architect this. Also a screenshot can help too.


Patience
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  • Author
  • November 14, 2019

5553i42C6187C37A7A0C0.png

 

Hello, I do have an sharepoint list.

titles are :

  1. What should we name the Announcement?
  2. What's the Announcement?
  3. How is the announcement valid for?
  4. Select who needs to see this alert
  5. Shared with specific individuals
  6. Office

 

 

 

 

5557iFE7FB3A0CFEE3567.png

 


Forum|alt.badge.img+17
  • November 18, 2019

Sent you a DM...lets connect.


Patience
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  • Author
  • December 4, 2019
I created a workflow but I need the workflow the workflow for the general announcements is if the person has as a request to create and broadcast the announcements it will allow publish the announcement. If they do not get their request approved, then the announcement is not permitted . the person also must get permissions from the department manager in order for the announcement to be seen on the department intranet.

Patience
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  • Author
  • December 4, 2019

5804i0D64B6E679ECC5F2.pngthis is what I have right now, but I need the person to get a request for different departments. should request approval on the top and then this shows? not to show.


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  • Scholar
  • December 4, 2019

@Patience ....If you don't have too many departments then did you thought about using Target Audience in the web part settings?


Patience
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  • Author
  • December 4, 2019

I do have alot of departments. I did not think about it.


Forum|alt.badge.img+17
  • December 6, 2019

@Patience this seems like your heading in the right direction. Each state should be for a particular approval level.

 

The first state would be Submitted and would ideally have a run if (based on the status). If status of request is submitted, then go to state 2. Else it would have a flexi task here to go back to the submitter for edits. The outcomes would be the submitted either rejects or completes. If they complete it, then the outcome would be state 2.

 

State 2 would be the first approver with a flexi task. The outcome would be reject or accept:

If reject then it goes back to state 1.

If accepts it goes to next state if escalated.

 

State 3 could be HR. 

They get a task if needed, and if they reject it goes back to state 1 for edits

If they accept or approve then it continues

 

To get the different departments you could create a list with those department email aliases listed and then in the form when the user selects the department they want to post in, you could query the list to figure out who to send the task for approval to. Fairly easy work.


Patience
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  • Author
  • December 6, 2019
The query list, is it a list outside from the form and then I would then use lookup list?