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Building Nintex Workflow in Sharepoint 2013

Question asked by thobson on Jul 25, 2017
Latest reply on Aug 4, 2017 by cazza162

Hello, I am relatively new to Nintex and trying to get some help on the right approach/best practice for building a workflow using Nintex workflow for a list created using Sharepoint 2013.

 

Workflow process: Determined by 2 variables

  1. Saved or submit for approval - set up as drop down field (not sure if this is the best approach)
    1. Choosing saved does not trigger workflow
    2. Choosing submit for approval starts workflow based on value (see #2)
    3. User gets email notification
  2. Value
    1. Below a certain value routes to one approver
    2. Above a certain value routes to a different approver
    3. Approver gets email notification

 

Desired outcome:

  1. User should be able to submit a saved record for approval, thereby starting the workflow
  2. If an approver rejects a record, it should go back to the user who can make changes and resubmit for approval

 

I was able to build workflows using run if statements that fulfilled both requirements. The challenge I had was either submitted a saved record for approval or rejecting a record. In both cases, the workflow wouldn't restart.

 

Any guidance or suggestions would be much appreciated.  I also tried using state machine but with no success.  Thanks much.

 

Thomas

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