I have a template document content type (contractor access request) which i want to attach a super basic workflow to. Once new document is created and saved i want to activate a workflow that will send an email to an external recipient with the document as an attachment.
How best do i do this?
I am very new to Nintex!
Solved! Go to Solution.
I am assuming this is a document library. Open the document library. Click on the 'Documents' tab. On the right hand side there will be a 'Workflow Settings' tab. Click on the arrow. Click on 'Create a workflow in Nintex'. Click 'Create'. Click 'Workflow Settings'. Click 'Yes' on Start when items are created. In the workflow designer drag a 'Run If' action over. Double click on that action. On the where field is, select 'Attachments'. Set value = Yes. In the workflow designer, drag a Notification action over under the 'Run If'. Double click on that action. Fill in the 'To'. Check the 'Include list item Attachments' checkbox. Enter email subject and body information.
Many thanks for your response.
I am in the document library and the only tabs are 'Files' & 'Library' - if I go to Library>Workflow Settings>Create a Workflow in Nintex>Create, then drag 'Run if' in to my workflow I now get stuck. When I go to the 'Where' field there is no 'Attachments' option in the list...
Am I missing something?
Ok so with the document library, when an item is created a document HAS to be added. So you shouldn't need to check if a document is attached. You can get rid of the Run If and just send the notification. If you also want to send this notification when a document is updated, you may want to set that in the workflow settings as well.