I am having a problem trying to get Nintex to group by and send out an update email to that group.
In short I have a list with two fields, primary contact and who their account is. I want a workflow that will group all the accounts listed to the individual contact and send out an email monthly to that individual for them to if they still cover their accounts… I’m new to Nintex and tried a few things and was not able to get them to group together. Any ideas?
Hi @BettyVeronicasi ,
if I understood you correctly, you could use:
1) the scheduled start event to fire the workflow monthly
2) use the query a list function to get all data you need (it will saved as an object)
3) this object can be used to add an action called loop for each, select the items you want to use
4) use the "send an email" or "send an exchange email" action to sent the email
See the mockup of the workflow below:
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.