Sending daily email notifications using an exisiting list within sharepoint

Hi,

does each person have to complete the form? If yes I don´t think your case can be achieved by using only one workflow but two:

1. Set up a list (Employee_Response) which keeps track of each employees response. Basically you need only the employee as a column for this to work
2. Set up a site workflow which is reponsible for creating elements in another list. This can be scheduled to run at certain times
   1. Query List Staff - No Filter - return E-Mail in a collection variable (col_Mails)
   2. For Each Loop - collection: col_Mails - store result in: str_Mail (a single line of text variable)
      1. Create Item in Employee_Response List - Employee = str_Mail
3. Set up a Workflow in the Employee_Response List, which starts when an item is created
   1. Assign Flexi Task (or another task type) to the ItemProperty:Employee
      1. Set up Reminders and Escalation as needed in the flexi task

The reason we are not assigning all the tasks in the site workflow is, that a workflow pauses, until an action is completed. For example:

• Your employee list consists of 2 entries
• The workflow assigns tasks to User 1. User 1 takes 45 Minutes to complete the form
• Then the workflow assigns the task to User 2. User 2 now has 15 minutes to meet your 10am requirement

If you only need one person to complete the form, you can skip the additional list and assign the task in the site workflow directly.

Q: How to set it to send the emails twice a day at a specific time.

A: In site settings - Nintex Workflow Category you can add schedules for workflows

Q: How to send chasers to those who have not completed e.g. morning notification sent at 9am, if employee has not completed by 10am I would want just the one chaser to be sent.

A: In the flexi task configuration, you can set up reminders and escalation. In your case you would send a reminder after 1 hour.

Q: One problem with my form - When employees add their employee number, I want their full name and department to auto populate. I thought it would be as simple as copy and pasting a formulae from another form however this has not worked.

A: I think you should take a look at the lookup-formula. Yours should look something like lookup("NINTEX_MASTER_LIST","EmployeeNumber",{Your_Employee_Number_Control},"FullName") <- Change the last according to the field you want to retrieve