Aubrey_8
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Site Workflow Event Reminder For Users

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Good day,

 

I trust you well, Your assistance in this regard will be highly appreciated, I got assigned a task at work to create a workflow that will send a reminder of an event to users two days before the event, I have never developed a site workflow before,

 

Please see below the snip of the current steps I did below:

1. I used query list to pull event information from my event app I developed 

2. I used set variable to declare the current date

 

 

Aubrey_8_0-1656338256111.png

Since I now have the information for the event, I will use a for each to loop, and collection operation to get the start date and run if to declare the rule to run if only the event is two days due but it is not working and a bit of a hassle to debug, Please assist kindly 

 

With thanks 

 

 

 

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Garrett
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Re: Site Workflow Event Reminder For Users

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Hi @Aubrey_8 

 

The Plain and Simple method to meet your requirement.
Version : Simplest Version v0
TimeLine: 2 working days before event.
Action : You run "Event Reminder Workflow v0". You trigger the workflow manually
Input1 : Event Details - Title, Date, Time, Venue
Input2 : Email Template (Body)
Input3 : Participants List

ForEach Participants in List
   Send_Email (To: %Participant%. Body: Event Details + Template
End Workflow

 

You may have not disclose any other requirements, but frankly its an overkill to use Workflow just to send 1 time use email reminders.

 

Will you be storing the Event details and participants in a SharePoint List?
- If yes, will you be using 1 list or separate lists for each event?

When you query your Event App? What does it return? Format/Structure?

How do you want to trigger the workflow? Schedule-Daily, Manually, other?
Is the Email Template generic for all the events?

 

Pseudocode

Set Variable 'dtDateToday' for Current Date
Set Variable 'dtDatePlus2' = 'dtDateToday' + AddDays(2)
Query List. Filter Events Date == 'dtDatePlus2'
Log to History List //Verify data
//not certain how you store Event Details and Participants List
//Let just say that The Query returns a list of Participants
Foreach Partificants Collection
    Send_Email

 

hope this helps

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Aubrey_8
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Re: Site Workflow Event Reminder For Users

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Hi, @Garrett 

Thank you kindly, But I am using Nintex SharePoint 2019, So it is mostly drag, drop and config workflow, I am pulling information on this list below:

Aubrey_8_1-1656400046144.png

Into my workflow then I need to query the information I took from the list eg the start date of the event and I need to query two days before the event and send a reminder to the user, Please take not again this workflow needs to query all the users who applied for the training and run on a scheduled time everyday.

 

Thank you in advance

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Garrett
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Re: Site Workflow Event Reminder For Users

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Hi @Aubrey_8 

 

What we know so far

Event Source: SharePoint List (Single List for All Events)

Workflow Trigger: Scheduled time on daily basis.

 

When you query the list...

- What is the filter that you use?

Garrett_0-1656402273947.png

- how many and what fields/columns do you retrieve? (e.g. Event Date, Participants)

- where do you save the query result to?

- What does the Log to History for the query result show?

 

Nintex Workflow

Nintex workflow is a Drag and Drop GUI tool to arrange action icons for designing your workflow. 

I only have access to Nintex Workflow for O365 and NWC. 

 

Pseudocode

Pseudocode is the arrangement of logic. You need to translate the pseudocode into Nintex Workflow 

 

Are you able to do this?

Query the List, Filter by a Date, Retrieve a list of Participants?

Display the Participant in the History Log

ForEach Participants in List
   Log to History - Participant Details
End Workflow

 

 

 

 

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Aubrey_8
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Re: Site Workflow Event Reminder For Users

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Hi Garrett,

Aubrey_8_0-1656404848089.png

Filtered fields are:

1 Created by = ID (To get each training ID by each users)

2. Where is my workflow (This is to query only approved training events)

Then I am querying

1. Training Event Name

2. Start date of the event

3. ID

Then Training Cost and Training Location to use as part in my send notification to the user,

I am storing all this information in a variable from the list I showed you on the previous reply

 

Other thing I realized the log history results show is it does not pull the training name from the query list and incorrect Start date compared to the list

Aubrey_8_1-1656405599888.png

The attached are the log history results, I am not sure why it is pulling incorrect dates and time, Probably could be a fault cause these details are pulled from a calendar to the training list then I am querying the training list with the site workflow, Can you advice?

Aubrey_8_2-1656406042818.png

The top are the training details from my training list pulling them from the calendar, then it pulls very wrong dates and time on the site workflow...

 

Please advice,

 

 

 

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Garrett
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Re: Site Workflow Event Reminder For Users

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Hi @Aubrey_8 

 

Let's say that below is the columns in your SP list

 

ID | Created_by | Event_StartDate | Event_Name | WhereIsMyWorkflow

 

ID and "Created By" are SP System fields

Event_StartDate is Date field

Event_Name is a Single-Line Text field

WhereisMyWorkflow is Single-Line Text field. 

 

Step 1a: Create Date var

In Variables, Create a Date Variable "dtDateReminder"

Add a "Calculate Date" action. Date is Current Date. Days is "2", apply to Variable "dtDateReminder"

//If today is the 28th, we want to search for event Start Date with value of 30th 

//Log to History to verify the variable is correct

 

Step 1b: Query List

Filter1: Event_StartDate is equal to %dtDateReminder%

Fields to return include : Created_by, Event_Name

//Log to History to verify the variable is correct

 

Publish and Run

 

Lets make sure we are getting the correct value first before we proceed to the processing the collection variable with the For or ForEach loops

 

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Aubrey_8
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Re: Site Workflow Event Reminder For Users

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Hi Garret,

 

The below I have done, I had to create a test workflow to test the below results and returning the correct

 

1.  dllDateReminder

2. Sart date

3 Training Name

4 Created By

5 Training Location

 

Aubrey_8_1-1656418777604.png

 

Aubrey_8_0-1656418736073.png

 

 

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Garrett
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Re: Site Workflow Event Reminder For Users

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hi @Aubrey_8 

Great! its returning the correct results. 

Do you mind to share the Query Result? (Use a Log to History)

Appreciate if you could paste the variable as a string instead of an image.

Next, we will work on processing the variable.

 

btw, I appreciate if you could mark "Accept as Solution" once your issue is resolved (half way there!)

and also click the Kudos (orange hand icon) if you found any of my post has helped you. Thanks

 

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Aubrey_8
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Re: Site Workflow Event Reminder For Users

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Hi Garrett,

 

Thanks a lot for your assistance, I am still with you,

Please see below snip of the results I am getting from the Site Workflow Log History 

Aubrey_8_0-1656488020265.png

 

The workflow was scheduled yesterday, Then now I need to find out why is it not pulling the training intervention value, We can start working on processing the variables as I am fixing the training name,

 

Thanks a lot I will do so.

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Garrett
Communicator

Re: Site Workflow Event Reminder For Users

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Hi @Aubrey_8 

 

Did you format the Log to History results?

I just to check the Query Result. That's not how the collection variable looks like.

 

 

[{"Title":"Event1", "Status":"Approved"}, {"Title":"Event2", "Status":"Approved"}, {"Title":"Event3", "Status":"Approved"}]

 

 

Enclosed in [] is the entire result
Enclosed in {row1} is a single row
Enclosed in {col1, col2, col3} is the column
Columns are describe in a Dictionary style - Key-Value "Title":"Event1"
KEY - Title and Status are the Key
VALUE - Approved is a Value

 

Pls take a look at this thread

https://community.nintex.com/t5/Nintex-for-Office-365-Forum/Office-365-workflow-Query-List-vs-on-pre...

Read it twice because that is what we are basically trying to accomplish

 

You can work from a separate Development Workflow. You don't need to wait until the schedule workflow runs

PS: You click the "accept as solution" too early... 

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