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Nintex Newbie

Need Guides: Help with creating WorkFlow

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Can someone assist with what should be a simple workflow. I have a list with 5 columns:

Title | Start Date | End Date | Remind Me Date| Reminder

This should be a site workflow that will be scheduled. The flow should check the Remind me Date To be equal to Current Date. If yes then set reminder to yes if and the opposite if No.

I appreciate any assistance.

Thanks

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Nintex Newbie

Re: Need Guides: Help with creating WorkFlow

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Hello Jaime,

Have a action called Query List in your site workflow to get the items from specified list. Here you can filter the items to get only Remind me date column = current date.

Get IDs of items and store the result in collection type variable (ColID).

Use foreach loop to loop through each ID from ColID, and update that item's column Reminder to Yes.

You can have the Reminder column default choice would be No (if Reminder column is yes/no type), so that you don't need to update all items from your workflow.In case this is not approachable in your requirement then remove the filter from Query List action. So by this you will get all items from the list.

Loop through each ID and use if condition to check Remind me date column is having current date. if yes update the Reminder column to Yes. If No update the Reminder column to No.

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Nintex Newbie

Re: Need Guides: Help with creating WorkFlow

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As I showed you, the main idea is to set a Collection Variable, the use a ForEach and inside it you can get your items by ID, and you are ready to compare your Date column with the current date.

Please ley me know if it has worked.

Have a nice day

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Nintex Newbie

Re: Need Guides: Help with creating WorkFlow

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This is the  issue I'm having now. The condition is never true in the workflow. When I make my "Todays_Date_Var"  and set is as todays' date in the settings, when it is compared in the workflow the variable is carrying the time along with it. There is no setting when creating the variable to just store the date and not the date and time. So when I look at the History Log for troubleshooting the field values are as followed and because of this they will never equal each other. Is there something I'm missing. I cannot use the >= value because if this is true then another action is required. Anyone, your thoughts....?

Date eq Date.png

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Automation Master
Automation Master

Re: Need Guides: Help with creating WorkFlow

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instead of comparing to workflow data and a variable, compare to workflow context, current date.

CurrentDate.PNG

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Nintex Newbie

Re: Need Guides: Help with creating WorkFlow

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Now that worked Perfect. Thank you

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Automation Master
Automation Master

Re: Need Guides: Help with creating WorkFlow

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great!  be sure to mark this thread as answered Jaime Soto

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Not applicable

Re: Need Guides: Help with creating WorkFlow

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Thanks, Cassy! Jaime Soto​, what that means is to click the "correct answer" button beneath the reply in this thread that solved the problem. Thanks!

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Nintex Newbie

Re: Need Guides: Help with creating WorkFlow

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I'm aware and Cassy has helped with one of my issues however my work flow is hanging up in a loop. What Cassy assisted with works for a signal record. Are you suggesting I close this and open another?

Sent from Outlook<https://aka.ms/kr63o9> on iOS

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Not applicable

Re: Need Guides: Help with creating WorkFlow

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Hate to say it,but it's helpful for people searching to see a correct answer for one issue per thread. But they don't always work out like that. Let's let it ride and see if the community can help you fix the whole thing. Thanks, Jaime Soto​!

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