I have a list of projects. I want the project manager to go in and update information for each line item once a month. I would like to set up a work flow that will send out an email notification once a month. I can do that part. What I don't know is how to send only one email even though the PM is listed on more than one line. So Project Manager A has 3 different projects on this list that they have to update. How do I get my workflow to know to only send one email, not 3? I am simply directing them to the page where the list is located, not to the indiviual line item. Thank you
I'm only familiar with on-premise Nintex, so I'm not sure what functionality is available in O365. However, generally, I would:
Hope that helps!
Mark this is helpful, however I an so new to this I am stuck at number 2. 🙂 You say Query the list by PM, but I'm not sure which function I would use to create the query.
You'll then need a "For Each" action to loop through each of the projects in the collection variable. This will give you the ID of the project, which you can then use with Set Variable actions to find the other information you need, like the Project Manager, project name, date created or whatever. This will give you all the information you need to add a line to an email.
I hope that's helpful. It's hard to explain this stuff in text, so I recommend you have a play with it if possible.
As an alternative, use a simple XSLT transform on the result of a Query XML or Call web service action that will build the email in a single action. You can start with the following.
<!DOCTYPE xsl:stylesheet [ <!ENTITY nbsp " "> ]>
<xsl:attribute name='alt'>...alternate text for the image...</xsl:attribute>
<xsl:attribute name='style'>margin-bottom:15px; /* other style rules */ </xsl:attribute>
<xsl:when test="@ows_SomeTaskStatus = 'Closed'">