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How Do I Send Individual Email Notifications To A Column Based On Selections Made In Another Column From The Same SharePoint List?

Question asked by sphillips on Dec 12, 2017
Latest reply on Dec 20, 2017 by sphillips

Greetings Nintex Community:

 

I am a Nintex Newb only having learned the essentials over the last couple of months and successfully creating straightforward test "Approval Request" type workflows in our development environment.

 

My team has requested that I create a slightly more complex workflow based on a fairly simple operation. I haven't seen this exact application covered in my training or web research, hence asking the community for some guidance.

 

Basic Steps For Workflow Operation:

 

  • We want to kick-off a workflow for our users' IT Request submissions.
  • When the user selects a specific category (actual business case is a category function like "Engineering" [listed in this post generically as "Things 1-15") the workflow sends an email to the user letting them know that their project had been submitted for review and defines what they should expect for next steps in the process.
  • At the same time, the form which kicks off the workflow notifies that category contact designee with the information from that form containing the details for the project that has been submitted.
  • There are other steps to define/refine in the process, but the main thing we want to know is:
    What is the best method (or practice) to send an email using Nintex Workflow to a specific person connected to a drop-down value from another column a SharePoint list?
  • Most recipients in this list are associated with more than one Category. This is not a SharePoint Group. It is a collection of emails for the contacts associated with the Category column. We do not need to display this column as we only need the value of Category to be assigned to the designee in Email to start the workflow communications cycle.

 

Column Structure for IT Request

This seems like it shouldn't be too difficult to do, and we've seen a few tutorials that were similar, but not easily emulated as the methods and scenarios were very different.

Is this just as simple as a Query List thing or might Query XML be the more logical route?

Much appreciation in advance,

 

Stephen Phillips
Digital Marketing & Web Development Guy learning Nintex

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