I have a Library (not a list) called "Risk Assessment" that has 3 relevant columns "Name", "Status" and "Review Date"
I want to have a site workflow that runs every day (I know how to schedule them) and if the "Status"=Active and the "Review Date"=Todays Date - I want an email to be sent to the initiator to say the Item "Name" needs to be reviewed.
Then I want to update the library column "Review Date" to be To be changed to dtNextReviewDate.
If the Status="Completed" or if Todays Date does not equal Review Date I want to ignore the item .
I have a start with setting these workflow variables.
dtReviewDate=Review Date value from the "Risk Assessment" library
txtName=Name value from the "Risk Assessment" library
dtStatus=Status value from the "Risk Assessment" ("Active" or "Completed")
dtNextReviewDate=Todays Date + 1 Month
I don't know the best way to do this - have tried a Run If which only ran on one item. In my test library there are 3 items set as "Active" and "Review Date"=dtTodaysDate
Please can anyone suggest the Actions to take to do this.
I am fairly new to Nintex so struggling to do this workflow.