Hi, I am new to Nintex workflows and have created some basic ones. I am trying something I think to be a little more complicated.
I would like to have a workflow send an email with dynamic content I create based on certain information as it pertains to a particular item in a list.
The workflow should work something like this.
1. An item in a list has a status that is changed to check mailed or bill credited (done by user)
2a. When the status is check mailed the date this occurs is placed in the 'check mailed date' column (currently done by another workflow)
2b. When the status is bill credited the date this occurs is placed in the bill credit date' column (currently done by another workflow)
3. This workflow should now set a date that is (1) month from either 'check mailed date' or 'bill credit date' depending on what was selected.
4. On this new date (1 month in the future) the dynamic email is automatically sent to the email address in the 'email address' field.
I've thought about creating a new column called (emailSendDate) that gets populated with a date 1 month in the future from the check mailed date or bill credit date. This workflow would run each evening and send out emails for items that have that date on it.
Any thoughts on the based way to go about this?
check these search results on "site workflow reminder". they describe ideas how to approach these kind of requests
Thanks for the direction Marian.
I have started at @cazza162 Cassy Freeman's great blog post https://community.nintex.com/community/build-your-own/blog/2016/05/23/site-workflow-document-review-...
Below is my attempt to replicate this for my use which is basically to send a link to a survey to a customer. We only want to send it one time per 12 months to the customer's email address. The customer may have additional items in the list over the course of 12 months, but once that first email is sent, we do not want another sent for 12 months from that date.
The basic flow for me is that the user changes an item's status to 'check mailed' and another field gets set with that date (check mailed date).
Any thoughts on how to accomplish?
I'd proceed as follows: