I am trying to set up a workflow that sends a weekly email all users, a list of 'tasks' that they have been assigned.
I suggest you to configure it on each task action on the "Reminder" section.
The users create these tasks by themselves, I was looking for a way to build a workflow that is timed to run every Sunday (the first day of the week for us here) and sends an email to all users what have 'active' tasks in the task list.
You can query the tasks list (can use web service call), and filter the items which are not completed. Then you can send the consolidated result to each one of the task owner.
Hi Soni Reddy
What you suggest seems to be the way to go, but me being a novice, could I request you to take me through the steps.
Create a site workflow, use Query List action. Filter the items where status is not completed. You can use more filters based on your exact requirement. You can view the tasks list by using the URL: https://yourweburl/Lists/Workflow Tasks/AllItems.aspx
For suppose you can get ID's of those tasks, save them in ID collection Nintex workflow variable. Loop through these ID's and send email to the person who is the task owner (Assigned To is the column name on the tasks list)
In case you are not using the OOB tasks list in your workflow then you have to query your custom tasks list!
Do these tasks change every week? If not, I'd recommend creating a Flexi Task and setting the weekly reminder in it like Fernando suggested.
Thank you for responding, the tasks are updated atleast once a week.
We have done a similar thing to send out reminders but not on a Task list. However the concept could work
1)Query the list by applying the filter criteria to return the Items.
2)Get the field (user name) and put it into a collection
3)Use collection operation, to remove duplicates and put into another collection
4)Now loop through the new collection
5)Query the list again and now filter using the appropriate criteria and as well as the User name you have in the collection
6)Build a string to generate the body of the email
7)Finally email with the data
we send out reminders every week and send out all the jobs assigned to an assignee and send out one email with one or more Items (with the link to the item). It works well.
I have a similar requirement. And I did follow all the steps but I am not gteting the workflow working. I am not sure if I am using the collection variables correctly. In for each action, the store in field, I have assigned a variable of type person as target collection is names of people with out duplicates and I also tried with single line text. Am I doing something wrong? I am vey new to nintex, so any help would be great.
Sajith Kumar did you resolve your issue?
Note that Nintex has a feature for Site workflows that can triggered on a scheduled basis. Assuming that you have just one main task list, you can use a scheduled site workflow along with the details from Shaju Samuel above. Let me know if you need help finding how to use scheduled site workflows.
However, I have a question about your requirements...
How many different task lists are involved here?
If its either #2 or #3, then the solution will get a bit more complex. But if its just one list then Shaju Samuel's suggestion will cover it nicely.
If you are looking for a roll up of all tasks across the entire farm, you could have a scheduled workflow as others have mentioned and then use the Nintex Webservice to get all the tasks across the farm.. You would need to do a little magic to then filter and group them but should be doable..
But if just a single task list, the above is probably a better approach ..
Hi Guys, I have a similar requirement? Can someone help me out? I did all the steps according to Shaju Samuel But somehow I get the error. I guess there is the problem in for each step. I am not sure if I am using the right data type for store in field for the target collection of names.
Any input would be of great help
Retrieving data ...