The use case is this: we have policies which need to be reevaluated periodically. Compliance has asked us to set up a document library that prompts them to reevaluate the policy and send it through the proper approval chan. I've gootten the approval part completed, but now I'm struggling with the reminder portion.
They are going to manually set a field called "Next Review Date." On that date, they want an email sent to them letting them know the policy is expired. The catch is that this date can change throughout the year. So if an industry regulation changes in September but the policy wasn't intended to be reviewed until January, they need to change the "Next Review Date" so that they're not reevaluating the policy again in a few months. I was going to use a loop action and have it loop until current date = reminder date but there's no way that I've found that Nintex can get "current date" in O365.
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I don't have O365 Nintex experience, but trying to ans you. If I understand your requirement correctly, you are trying to skip all other items except the ones which you need to evaluate. So instead of looping all elements, can't you use Query List action to filter the items based on your requirement?
One more thought was, if you are running this workflow daily, can you create a workflow variable of type date and time, then you can choose default value for the variable as today's date?
Unfortunately, O365 does not give a "today" when you choose a date in any of the evaluation fields. You can use "date executed," but if it's not executed daily, then it doesn't update.
The only reason I need it to evaluate daily to retrieve the new current date is in case the "Next Review Date" is changed by users. If I just use a "Pause Until" action, it will pause until the first date that was entered regardless of any later changes made by users.
Hello Courtney Shelton -
I would not use Pause until for this. You do not want a workflow hanging for months at a time!
You could create a site workflow the queries the list and creates a collection of items where NextReviewDate = varToday
You can leverage the 'Use date when action is executed' since your site workflow will run everyday.
Try creating a workflow variable called varToday and create a Set variable action.
Next, in your query list action, you can filter the items down to where NextReviewDate = varToday.
Let me know how this works out or you have any questions!
Hope this helps!
Office 365 does not do site workflows, unfortunately. I don't much care for the "Pause Until" being paused for months/year(s) at a time either, but I can't find a better way to do it in the 365 constraints.