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milanr
Nintex Newbie

Problem with reminders

Hello everyone,

I'm new to Nintex and SharePoint 2013, I've never been in touch with anything similar. My role is Nintex Designer, we are using Nintex Workflow and Form for SharePoint 2013. I would be very grateful for your help. I'm trying to make Workflow for hiring new employee... But I have difficulties, I tried in many ways to set reminders, but didnt work properly. (example) I need to send notification/task to IT, to order notebook for new employee and prepare it for him, if task is not executed, to send reminder 30days before the new employee starts to work, and then on 14days before / 7days before and than every day.

With best regards,

Milan Rosic

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cassymfreeman
Nintex Newbie

Re: Problem with reminders

Hi

you need a site workflow that is scheduled to do this. I have an example documented here

Site Workflow - Document Review Date Approaching Reminders

for your case you will want to

  • calculate date today + 30 days (compare to employee start date)
  • calculate date today + 14 days (compare to employee start date)
  • calculate date today + 7 days (compare to employee start date)
  • employee date <= current date
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milanr
Nintex Newbie

Re: Problem with reminders

I still dont know how to do that, I have in form field where someone from HR fills up when will new employee start, that can be for 5days, 10, 20, 30... How can I use that filed from Form in Calculate Date in Workflow?

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cassymfreeman
Nintex Newbie

Re: Problem with reminders

did you look at the example?

is the start date field in your form also saved in a list column?

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milanr
Nintex Newbie

Re: Problem with reminders

I saw your example few days ago, and I tried to build something like that but I had problems, and didnt know how to create it to work... I have Custom List and I have column Start Date, and same field in Nintex Form, where someone from HR type exact date when will new employee start. I would like to remind on tasks depending on that date (if new employee starts in 45days to remind 30days before start / or if its start in 7 days to remind every day). Thank you very much for your time! 

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cassymfreeman
Nintex Newbie

Re: Problem with reminders

i will try and do exact demo for you soon - are you still struggling with this one?

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