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Nintex Newbie

Using a site workflow as a budgeting tool

I am trying to figure out how to use a site workflow to keep running balances on Travel estimated expenses, and actual expenses incurred in different parts of the organization. Each part of the organization has a different travel budget allocation. When a traveler requests approval to travel from the home office, they provide an estimated of the cost of the trip.  Then trip is approved by the home office, the site workflow should reduce that particular organization's travel allocation by the estimated cost of the trip.  A number of travelers may be requesting approval to travel a the same time, so each prospective traveler within the same part of the organization should see on the request form their organization's remaining travel funds based on requests that have been made and approved before theirs. (I think I have the form figured out). After the trip is completed the traveler will input the actual cost of the trip and the organization's travel budget is again adjusted accordingly by the site workflow.  So I need the workflow to update a list with a running tally of each organization's estimated and actual trip expenses.

 

Based on what appeared to be a similar question posted previously to this site, here's what I ended up with.

 

Site workflow is

 

set variable varTotalEstimatedAmnt  = 0

set variable varTotalActualAmnt = 0

 

Query List - Query List A two collection variable colEstimated & colActual

 

For Each - Target Collection = colPending  - store result in varCurrEstimatedAmnt, store index in varIdx

 

Math Op - varTotalEstimatedAmnt = varTotalEstimatedAmnt + varCurrEsitmtedAmnt

 

Collection Op - target collection = colActual, Get operation, index = varIdx, store result in varCurrActualAmnt

 

Math Op - varTotalActualAmnt = varTotalActualAmnt + varCurrActualAmnt

-- End of loop

 

Update Item

 

The workflow runs but I can't get that running total.  Thanks if you are able to help

 

 

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Nintex Newbie

Re: Using a site workflow as a budgeting tool

Did you ever determine how to get the running total?  I am working on a similar workflow where

Finance would like to track the overall estimated budget and actuals and keep a running tally as estimated/actual costs come in from the users in a separate list.  Would be so grateful to anyone who figured it out.  Thanks! 

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