Ryuojiin
Canvas Initiate

Email Notification that is dependent on another list for the Email Template to be sent

Hi,

 

I would like to ask if you have a better approach in creating an email notifcation via workflow of a list then crosschecking with another list to determine the email template that will be sent. 

 

Background: 

 

I created List A, which will be used by users to input names of people who will receive the emails. The List A has the following fields:

  • Receipient (Person)
  • Type (Choice)
  • Sub-Type (Look-Up to List B)

 

I then created List B which is the source list that will determine which email template will be sent if the field is empty or not. The List B has the following fields:

  • Category 1 (Person)
  • Category 1 Location (Single Text)
  • Category 2 (Person)
  • Category 2 Location (Single Text)

 

Intention:  When a user adds a new item in List A

  1. Fills in the Receipient filed
  2. Fills in the Type
  3. Fills in the Sub-Type

The Workflow will run to check if the selected Sub-Type in List B, with the following conditions: 

  • If Category 1 has information use email template 1
  • If Category 1 is blank, check Category 2 if it has information use email template 2 
  • If Category 1 and 2 has information use email template 3 
  • If Category 1 and 2 are blank select use email template 4

 

I've setup the following variables however, I'm encountering errors that the workflow won't work.

 

  1. Set Category 1 Contact (Variable Single Text)
  2. Set Category 1 Location (Variable Single Text)
  3. Set Category 1 Contact Email (Variable - Single Text)
  4. Set Category 2 Contact (Variable - Single Text)
  5. Set Category 2 Location (Variable - Single Text)
  6. Set Category 2 Contact Email (Variable - Single Text)

 

Any help is much appreciated! 

 

 

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SimonMuntz
Nintex Employee
Nintex Employee

Re: Email Notification that is dependent on another list for the Email Template to be sent

Hi,

What are the errors that you are seeing?
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Ryuojiin
Canvas Initiate

Re: Email Notification that is dependent on another list for the Email Template to be sent

I checked the workflow history it stopped in a condition I setup to check if there is a value under a variable (Category 1 Contact) that is in List B. 

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