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naccarati
Nintex Newbie

Send an email when a flex task is delegated

Hi,

I'd like to send an email to the person that receives a delegated task, without turning on an alert or notification in the task list.  Is there a simple way to do this with a workflow?

Thanks!

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Automation Master
Automation Master

Re: Send an email when a flex task is delegated

@naccarati ....In assign flexi task....go to Escalation and select Delegate Task from the drop down. Put the comments saying why it's been delegated to that person. That person whom you're delegating the task will receive the task notification email with this comment.

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naccarati
Nintex Newbie

Re: Send an email when a flex task is delegated

Hi,

Thanks for responding.  Where is that Comments field for the delegation reason?

Thanks,

Patti

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Automation Master
Automation Master

Re: Send an email when a flex task is delegated

@naccarati ....In flexi task action ---> Select "Escalation" from the ribbon ---> For Escalation Type ---> Select Delegate Task ----> Comments in the below "Delegate To" field.

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