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Workflow Hero

Initiate workflow when field changes to anything

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Hi,

I am after a simple workflow that will send an email when the 'Assigned to' field of a task item changes to anyone. The 'wait for field change' action only allows you to enter a value that the field should change to. Also I am using Office 365 Nintex Workflow so I cannot trigger a workflow on a conditional start..

I am not using the standard 'Send email when task assigned' option in SharePoint as I want to customise the email i.e. only display a few fields in the email. But if there is a way to customise the email in SharePoint that would solve this too..

Thanks,

Jesse

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Workflow Hero

Re: Initiate workflow when field changes to anything

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Use another field, start the workflow and use the "conditional action (if)" , there you can set a condition with your "Assigned To" field

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Workflow Hero

Re: Initiate workflow when field changes to anything

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What do you mean another field? What if no other field changes?

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Not applicable

Re: Initiate workflow when field changes to anything

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I guess you can create a field which will store the latest modified date. You can use an IF condition, that will trigger the workflow. However, just before the close of workflow you have to change the latest modified date

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Workflow Hero

Re: Initiate workflow when field changes to anything

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Hello Jesse,

Do you want to send the notification when Assigned To column has some person: Then start your workflow on item start/edit: Put a if condition to check Assigned To column is empty or not. If it is not empty then use your send email action.

In case your requirement is like: Assigned To column data will be modified frequently. Eg: 1st this column is holding Person-A, this time we need to send email to Person-A. Item is edited, but not Assigned To column (means Assigned To column is holding Person-A but other fields are modified - this time you don't need to send email). Item edit has happened, this time Assigned To column also, so now it is holding Person-B. This time you need to send email to Person-B.

If this is your requirement then try the following:

Create a new column in your list (people type) - let us say named AssignedToCopy.

Start your workflow on item start/edit.

Workflow Logic:

Put a if condition to check Assigned To column and AssignedToCopy column data.

               If both are not equal (this means some one changed this from Person-A to Person-B) add send notification here. And also add                update item action and update the AssignedToCopy column with the same data as Assigned To column.

               If both column are equal that means item has been modified but not Person-A and you need not to send him email again. So                leave it empty this section.

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Workflow Hero

Re: Initiate workflow when field changes to anything

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Thanks Soni I have implemented a similar solution to yours and it is working perfectly

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Workflow Hero

Re: Initiate workflow when field changes to anything

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I'm sure that method works fine.  There is a way to do this with a Condition without adding an additional field.  The workflow then becomes just one action - the notification. 

Set Start when new items are created to Yes and Start when items are Modified as Conditional. 

Use the Assigned To (Previous Value) item for comparison like this:AssignedTo Condition

It will not fire a wf if other fields are edited but the Assigned To field is not edited.  Hope this helps!

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Workflow Hero

Re: Initiate workflow when field changes to anything

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Hi Chuck,

Can't do conditional starts in O365 unfortunately.. 

  

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Workflow Hero

Re: Initiate workflow when field changes to anything

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Sorry, Jesse, my mistake.  I'm on-prem, obviously.  But this post led me to set it up the way I did in the first place.  I wasn't sure how to make it work without firing every time an item was edited.  Thanks for your help!

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Workflow Hero

Re: Initiate workflow when field changes to anything

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Hi ‌, now you can use Conditional Start feature for O365 to configure condition on your workflow. You can open designer, open Settings dialog and configure condition. Your workflow will trigger based on the condition configured. 

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