I am working on an On-Premise version of SharePoint 2019 with Nintex and have a form built for Quality Management (ISO9000 style) work. I had a request come in to have an email generated if the form is not updated within X period of time. I tried using some cheat sheet formulas I have for Nintex workflows but nothing generated the email after the time frame was exceeded.
the concept of the flow would be: if date modified > 7 days send notification to name in field A
if date modified > 30 days send notification to name in field A and B
any help would be greatly appreciated as i am very much self taught on Nintex.
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One way to accomplish this is to create a site workflow to find the overdue items (7 and 30 days) and run it on a desired schedule (i.e. daily, weekly, monthly). Below are steps to configure this. Note that my version is Nintex Workflow 2013.
1, Create a site workflow on your site. 2. Configure the workflow. 3. Add and configure a “Calculate date” action to the workflow to find 7 days ago.
Date = Check the “Use date when action is executed” option
Days Value -7
Store date in = dtTodayMinus7 (or whatever you would like to call this DateTime workflow variable)
4. Add a “Calculate date” action to the workflow to find 30 days ago.
Date = Check the “Use date when action is executed” option
Days Value -30
Store date in = dtTodayMinus30 (or whatever you would like to call this DateTime workflow variable)
5. Add and configure a "Query list" action to find the 7 day overdue items.
List = Your list
Filter = Select items only when the following is true:
DueDate is less than or equal to dtTodayMinus7
Field = ID and store in a collection available (colProjects7)
6. Add and configure a "For Each" action.
Target collection = colProjects7
Store result in = txtCurrentID7 (text workflow variable you create)
Add and configure a "Send notification" action in the “For Each” loop to send to the name in the field.
7. Repeat Steps 3-6 for 30 days overdue items.
8. Publish the workflow.
9. You could then schedule the site workflow to run on a desired interval or run it on demand.
