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Get the Repeating Section data to NWC workflow to trigger the notifications - Nintex Form - NWC

  • 3 November 2023
  • 8 replies
  • 96 views
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Hello All,

 

I have a Yes/No field called “Price Change” on a Nintex form. Based on that selection, a Repeating section will populate with below fields.

From (Text Box)

To (Text Box)

PO Attached (Yes/No)

Effective Date (Date)

Comments (Text)

The repeating section is connected to a “Multi-Line plain text field” on the SharePoint list. And fields inside the repeating sections are not connected.

 

Requirement – Now I want to send an email notification to creator based on the “PO Attached” field. If the PO Attached is “Yes” on ROW 1 of the repeating section then the workflow has to loop to the ROW 2 and check for the “PO Attached” field and send an reminder email notification for every 3 months until the PO is attached for that effective date and so on.

 

Tried a lot of things (Query XML, Loops) but unable to get the repeating section data to workflow to trigger the notification

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Best answer by Garrett 3 November 2023, 21:37

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8 replies

Garrett
Userlevel 6
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Hi @PSSRK 

Can you elaborate on a few items? FYI, I’m using the term NAC instead of the older term NWC.  

  1. Specify what type of Start form - NAC Form or Nintex (Platform) New Responsive Form
  2. Isn’t it better to use a single list item for the Price Change instead of a Repeating Section You may have your reasons and also I’m just looking at a portion of the form and not the entire form
  3. IMPORTANT - Each row needs to be processed sequentially or parallel. 
    eg .Process ROW 1. Only after ROW 1 is completed then proceed to ROW 2
    or Process all ROWS 
  4. When is the workflow considered completed? ALL ROWS are processed which may take a long period
  5. Are you using or have you considered using another workflow to read the ROWS and trigger the notification? This will be a scheduled workflow that runs on a weekly or monthly  schedule
  6. Effective Date - How does this impact the notification? if Yes, Notification starts from this date or notification stops by this date
  7. What is the issue which you are facing?
    - To read the the Repeating Section Data? 
    - To trigger the notification?
P
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Hi @Garrett 

 

Thank you so much for your quick response. Answered your questions below, please let me know if you need additional information

  1. Specify what type of Start form - NAC Form or Nintex (Platform) New Responsive Form
  1. It’s a New Responsive Form also the NAC workflow is “Start Event” – SharePoint Update list item
  1. Isn’t it better to use a single list item for the Price Change instead of a Repeating Section You may have your reasons and also I’m just looking at a portion of the form and not the entire form
  1. It’s a Single (Yes/No Column) on the list for the “Price Change” field. If the Price Change is “Yes” then the repeating section will populate
  1. IMPORTANT - Each row needs to be processed sequentially or parallel. 
    eg .Process ROW 1. Only after ROW 1 is completed then proceed to ROW 2
    or Process all ROWS 
  1. Sequentially (When “ROW 1” is completed then proceed to ROW 2) what I mean by complete is when “PO Attached” is “Yes” on Row 1 then Proceed to Row 2 and send an email notification to the creator until the PO is attached on Row 2 and this process needs to go on until the all the rows have their PO’s Attached
  1. When is the workflow considered completed? ALL ROWS are processed which may take a long period
  1. When all the Rows have their PO Attached then the workflows is considered completed
  1. Are you using or have you considered using another workflow to read the ROWS and trigger the notification? This will be a scheduled workflow that runs on a weekly or monthly  schedule
  1. I haven’t looked into this option
  1. Effective Date - How does this impact the notification? if Yes, Notification starts from this date or notification stops by this date
  1. Ideally before the effective date we want our PO to be attached.
  1. What is the issue which you are facing?
    - To read the the Repeating Section Data? 
  1. When using “Query XMl” action unable to process the data according to the requirement, like reading the PO attached information on ROW 1 and proceed to ROW 2 when completed.


- To trigger the notification?

 

  1. Haven’t gone this far in the process

 

Garrett
Userlevel 6
Badge +16

Hi @PSSRK 

Thank for the answers. It has provided better clarity

  1. Start Event is NAC Form - SharePoint Update List Item. OK
  2. Each row is sequentially processed. Once completed then move to next Row. OK
  3. Effective Date - What happens when Effective date is exceeded but PO is not attached yet
  4. IMPORTANT - Can you sent the content value of the repeating section for a completed form
    Fill the form, add 3-5 rows. 
    The XML field column name is an UUID (SharePoint Online)
  5. Can you share what you are doing to read the XML? 
P
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Hi @Garrett 

 

Responding in 2 parts

  1. Effective Date - What happens when Effective date is exceeded but PO is not attached yet

It will need to be open (ROW) until the PO is attached, an email has to be triggered every 3 months until the PO is attached

  1.  IMPORTANT - Can you sent the content value of the repeating section for a completed form
    Fill the form, add 3-5 rows. 
    The XML field column name is an UUID (SharePoint Online)

Sample XML - 

<?xml version="1.0" encoding="utf-8"?><RepeaterData><Version>1.0</Version><Items><Item><_219f753c9386446eba9422c04087e31e type="System.String">11/03/2023</_219f753c9386446eba9422c04087e31e><_aae8199f102d42a3a60985b2be625ee7 type="System.String">11/02/2024</_aae8199f102d42a3a60985b2be625ee7><_e47e429a5b97408c86777ec5739322ae type="System.Boolean">True</_e47e429a5b97408c86777ec5739322ae><_aea77560a1b14ef4bae1bf5ed6137ce9 type="System.DateTime">2023-11-15T06:00:00.000Z</_aea77560a1b14ef4bae1bf5ed6137ce9><_8549207e87a44d549d4b4a2f2772bc6d type="System.String">Year 1</_8549207e87a44d549d4b4a2f2772bc6d></Item><Item><_219f753c9386446eba9422c04087e31e type="System.String">11/03/2024</_219f753c9386446eba9422c04087e31e><_aae8199f102d42a3a60985b2be625ee7 type="System.String">11/02/2025</_aae8199f102d42a3a60985b2be625ee7><_e47e429a5b97408c86777ec5739322ae type="System.Boolean">False</_e47e429a5b97408c86777ec5739322ae><_aea77560a1b14ef4bae1bf5ed6137ce9 type="System.DateTime">2024-11-03T05:00:00.000Z</_aea77560a1b14ef4bae1bf5ed6137ce9><_8549207e87a44d549d4b4a2f2772bc6d type="System.String">Year 2</_8549207e87a44d549d4b4a2f2772bc6d></Item><Item><_219f753c9386446eba9422c04087e31e type="System.String">11/03/2025</_219f753c9386446eba9422c04087e31e><_aae8199f102d42a3a60985b2be625ee7 type="System.String">11/02/2026</_aae8199f102d42a3a60985b2be625ee7><_e47e429a5b97408c86777ec5739322ae type="System.Boolean">False</_e47e429a5b97408c86777ec5739322ae><_aea77560a1b14ef4bae1bf5ed6137ce9 type="System.DateTime">2025-11-03T06:00:00.000Z</_aea77560a1b14ef4bae1bf5ed6137ce9><_8549207e87a44d549d4b4a2f2772bc6d type="System.String">Year 3</_8549207e87a44d549d4b4a2f2772bc6d></Item><Item><_219f753c9386446eba9422c04087e31e type="System.String">11/03/2026</_219f753c9386446eba9422c04087e31e><_aae8199f102d42a3a60985b2be625ee7 type="System.String">11/02/2027</_aae8199f102d42a3a60985b2be625ee7><_e47e429a5b97408c86777ec5739322ae type="System.Boolean">False</_e47e429a5b97408c86777ec5739322ae><_aea77560a1b14ef4bae1bf5ed6137ce9 type="System.DateTime">2026-11-03T06:00:00.000Z</_aea77560a1b14ef4bae1bf5ed6137ce9><_8549207e87a44d549d4b4a2f2772bc6d type="System.String">Year 4</_8549207e87a44d549d4b4a2f2772bc6d></Item><Item><_219f753c9386446eba9422c04087e31e type="System.String">11/03/2027</_219f753c9386446eba9422c04087e31e><_aae8199f102d42a3a60985b2be625ee7 type="System.String">11/02/2028</_aae8199f102d42a3a60985b2be625ee7><_e47e429a5b97408c86777ec5739322ae type="System.Boolean">False</_e47e429a5b97408c86777ec5739322ae><_aea77560a1b14ef4bae1bf5ed6137ce9 type="System.DateTime">2027-11-03T05:00:00.000Z</_aea77560a1b14ef4bae1bf5ed6137ce9><_8549207e87a44d549d4b4a2f2772bc6d type="System.String">Year 5</_8549207e87a44d549d4b4a2f2772bc6d></Item></Items></RepeaterData>

  1. Can you share what you are doing to read the XML? SAMPLE TEST WORKFLOW

I am trying to extract the data from the Repeating section and store it in a variable.

 

 

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Garrett
Userlevel 6
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@PSSRK 

 

Process to Read the repeating Section

  1. You will need 5x Query XML actions.
    One Query for each item/field in the Repeating Section.
    Each query save to 1x text variable and 1x collection

THIS IS THE LOOP PORTION

  1. Count the number of items in any of the Query collection result. Which should be the same value
  2. Create a integer variable as the Index counter. Set value to 0
  3. Use a Loop N Times. 
    If there is 5 items in the collection, what we want to do is to loop 5 times
    But remember that the collection index starts from ZERO.
    So the first item is at index 0 and the last item is at index 4. 
    If you use Index 5, you will get the index out of bound error
  4. Get item from collection - First Query XML, At index “Index_counter”
    Repeat for the next 4 collection
  5. Increment the Index value by 1

 

P
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Hi @Garrett 

Thanks a lot for your response .It was really helpful. Completed my workflow configuration and also added the email Notifications and reminder notification functionality for every 3 months.

Attached the screenshots of the workflow. 

Thanks again @Garrett.!!

 

 

3 Attachments
Garrett
Userlevel 6
Badge +16

Hi @PSSRK 

Great to see that you manage to resolve your issue.

 

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