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nehals
Nintex Newbie

Workflow template

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Hello Friends

Do we have any out of the box templates for 3 state workflow in Nintex?

I am new to Nintex and any response will be highly appreciated.

Cheers,

Nehal

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Automation Master
Automation Master

Re: Workflow template

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Hi

Head over to Nintex Xchange™​ to see if any of the solutions there meet your needs?

What sort of three states are you waiting for.

Thanks
Cassy

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nehals
Nintex Newbie

Re: Workflow template

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Hi Cassy,

Thanks for swift response. I was thrilled to receive reply so fast.

I am information management analyst responsible for routing all workflow documents.

We need a basic workflow which routes documents to reviewers and finally to approver.

If it can assign and revoke edit permissions for actors per task it would be awesome.

With Best Regards,

Nehal shah

Petrogas E&P Netherlands B.V.

Appelgaarde 4

2272TK Voorburg (NL)

Email : nehal.shah@petrogasep-nl.com<mailto:nehal.shah@petrogasep-nl.com> | Desk : +31 (0)70 3572254

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Automation Master
Automation Master

Re: Workflow template

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that is all perfectly reasonable and possible with nintex.

are the reviewers and approvers static?  will there be multiple?  will they be specified per document?  I can knock some examples together for you tonight.

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nehals
Nintex Newbie

Re: Workflow template

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Cassy,

Reviewers will be specified per document. However possibility to auto populate default and remove them manually will be efficient.

FI : I have never configured workflow in site collection.

With Best Regards,

Nehal shah

Petrogas E&P Netherlands B.V.

Appelgaarde 4

2272TK Voorburg (NL)

Email : nehal.shah@petrogasep-nl.com<mailto:nehal.shah@petrogasep-nl.com> | Desk : +31 (0)70 3572254

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Automation Master
Automation Master

Re: Workflow template

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Ok so the reviewer and approver will exist as metadata (columns) against the document that needs to be reviewed?

What happens if either reject?

that's fine I can walk you through it.  won't be for about another four hours though...

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nehals
Nintex Newbie

Re: Workflow template

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Intention of workflow is to collect feedback, mostly pdf documents in document sets.

Approval / rejection should flow it to next stage notifying me in the end of the cycle.

With Best Regards,

Nehal shah

Petrogas E&P Netherlands B.V.

Appelgaarde 4

2272TK Voorburg (NL)

Email : nehal.shah@petrogasep-nl.com<mailto:nehal.shah@petrogasep-nl.com> | Desk : +31 (0)70 3572254

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Automation Master
Automation Master

Re: Workflow template

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OK I have created something over in Nintex Xchange™​ for you:

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nehals
Nintex Newbie

Re: Workflow template

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Cassy,

Thanks a lot for excellent support.

I will follow steps and let you know.

Cheers !

With Best Regards,

Nehal shah

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