Nintex WF that evaluates SP list - workflows that depend on other list columns values

  • 23 January 2020
  • 2 replies
  • 4 views

Badge +1

I am new to SharePoint workflows and nintex.

We are attempting to create a SP list that will be used as a checklist. This check list has dependencies on previous records.

Example

task - completed - dependancy

1 - No - No dependency

2 - No - 1

3 - No - 1

4 - No - 2

 

So 2 and 3 are dependant on 1 with a complete status of "Yes"

4 is dependant on 2 and a status of "Yes"

 

What is the best way to leverage Nintex WF Actions to flow through the list?

Need some assistance

 

When 1 is marked complete we want an email to be sent to the two dependancies (currently will not send in parallel), lazy approval is independant for both dependancies. Then once status is marked to Yes for 2, the next email for task 4 will trigger.

 

Been trying different methods to get this done but the issue is that if we have 10 dependancies we only get one email at a time rather than 10 spawned items...

 


2 replies

Badge +8

Hi,

you could create a helper list, which keeps track of the workflows for you (when assigning a task, the workflow will wait for the task to be completed, hence you only get 1 mail)

  • Create a new list (Workflow-List) containing only a lookup-column to your task list
  • To Workflow-List, add your workflow for completing tasks which will start when an element has been created.
  • To your tasks list, add a workflow which will start when an element without dependency has been created
    • Create an item in Workflow-List and set its lookup-column to the created item
  • Change the workflow in Workflow-List
    • When the task has been completed, query your task list for all items, where the dependency is the same element as the current element lookup value
    • Create an Element in Workflow-List for each found element (which will then run the same workflow on item creation)
    • Update the task in your task list to be completed too

Hope this helps

 

Badge +1

Thank you for the response.

I believe your suggestion would work, but here is how I did it.

One list, added a new column "PredecessorComplete" and 2 list workflows.

Step 1 wf - scan the list looking for predecessing jobs numbers, if its in the list "yes" to PredComplete.

step 2 wf - on list item change with PredComplete start the process that includes email and wait for response from user.

Cycles through nicely and sends a job for each dependant job as desired.

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