shuttjo
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Kicking off a workflow using a Nintex form

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Hello

So I have created a workflow (below). What I am trying to get it to do is to send a form, via email, to a specific person on a daily schedule. Say...every weekday morning at 7am. Once they get that email, they can open the form straight from it and complete it without going to the site where the list is housed, I need to do this for every line item on the list. These are daily tasks to complete. Thanks in advance!

Cassy Freeman

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cassymfreeman

Re: Kicking off a workflow using a Nintex form

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Josh have you investigated site workflows? A site workflow can query the list into a collection and for each item assign a task. These can also be scheduled to run daily at a specific time.

You access site workflows under site settings Nintex woreflow (they do not site within a list or library)

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shuttjo
Scholar

Re: Kicking off a workflow using a Nintex form

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Hi Cassy

I have not. This is new to me and my company. We just got access a few weeks ago and we are in a Pilot program. I am learning as I go. Mostly thanks to you! I will play around with the site workflow. Thanks!

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shuttjo
Scholar

Re: Kicking off a workflow using a Nintex form

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I didn't see anything like you described. This is all my company gives me access to.

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cassymfreeman

Re: Kicking off a workflow using a Nintex form

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Sorry it's in the dropdown not the actual settings:

image.jpeg

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cassymfreeman

Re: Kicking off a workflow using a Nintex form

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shuttjo
Scholar

Re: Kicking off a workflow using a Nintex form

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Hi Cassy. I have searched this site for the same job aid for SP 2013. Is this an option in 2013? Thanks!

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cassymfreeman

Re: Kicking off a workflow using a Nintex form

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job aid?

I have just blogged about site workflows as I noticed there wasn't anything really already on here about them.

Site Workflow - Document Review Date Approaching Reminders

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Not applicable

Re: Kicking off a workflow using a Nintex form

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I'll tease that in my weekly community update today, Cassy, thanks!

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Not applicable

Re: Kicking off a workflow using a Nintex form

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I can access my site workflow by clicking the gear in the upper right hand corner of the page. Not sure if your site has the same layout.

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