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Workflow for assigning a task and sending reminders.

Question asked by cvuppala on Jan 26, 2016
Latest reply on Jan 31, 2016 by philipplucas

Hello all,

 

First of all thank you so much for all the help & guidance provided in these communities. It is really very helpful.

 

With so many options available in Nintex workflow, I am struggling to figure out the best option to build a workflow for a simple business process. Here is my workflow process flow.

 

  • An admin creates a list item with "Responder" people field filled out.  The person referred to in the "Responder" field will receive a notification informing him that he need to complete the list item with other fields that were left blank by the admin ( he just need to receive the link to the Edit form of the list Item).
  • Due Date is calculated based on Item created Date. It is usually 5 days from the Created date.
  • The Responder should start getting reminder emails if he did not complete the form 3 days before the due date and should continue to get the reminders until he is completed with the task.
  • The Responder or admin  should be able to delegate the task to other users.

 

What is the best way to achieve this with Nintex workflow actions?

 

Please advise,

 

Thank you.

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