I am a nintex novice (IE not technical) but I am trying to build out a workflow for my form with multiple status updates.
The form will be submitted by a team member.
I have a parallel block that is working. After I review the form I have 2 status update options (either rejected or pending). Each option will trigger an email. This part is working.
After the pending step - i have one option. it is essentially a 2nd pending step but with an additional piece of information. How do i move into this action and have it trigger the email to the initiator?
After the above item is updated - I have 2 options (action required or final approval). How do i move into these steps to trigger the appropriate emails?
Thank you for your help!
What is it that you actually want to accomplish?
Describe the ACTIVITY(s) that should occur from start to end. Below is an example. Certain ACTIVITY may involve manual tasks (print ID badge for new Employee) and once that ACTIVITY is completed, the User updates the Workflow.
Activity may be of Offline or Manual Type eg Prepare Work Area for new employee
Feel free to define the Outcomes - Yes / No / Maybe
I will be using this nintex form to track a background process. I have a drop down on the form with each Status (i created a column with the type set as choice):
I have not used the task assign action. I was hoping that each time I update the status on the form, it would be able to trigger the associated action (ie email with update). Hopefully it is possible to do it this way, but I might be mis-understanding using the workflow.
Certain steps may be skipped . Step 2 → (Skip Step 3) Step 4
But the flow is generally from Step 1 to Step 5
You should use the Task Assign to move from on step to the next step
Consider the Task Assign as a switch to move to the next step/stage/phase etc
Feel free to replace team with individual, user, manager, etc.
This is best illustrated with a swimlane diagram.
The Task Assign should be route to the correct individual, individuals, supervisor, manager, team or group etc.