Skip to main content
Nintex Community Menu Bar

Email User based on form option chosen


Hello I have a form and associated workflow where the requestor filling out the form can select from multiple approvers. I'd like to the workflow to send an email to the approver chosen. Currently I have a state machine running branches to all 7 approvers. 

 

Is there a way I can associate the sharepoint list to the name of the person so it will send the approval request to the approver without the state machine? 

 

Any advice?

Translate
Did this topic help you find an answer to your question?

3 replies

Garrett
Forum|alt.badge.img+16
  • Scout
  • 904 replies
  • July 15, 2022

Hi @sjmc219 

 

Which type of Nintex Form for O365 are you using? New Responsive, Responsive or Classic.

Your workflow is Nintex Workflow for O365.

 

Question: Do you select a single or multiple Approvers (from the dropdown list of Approvers) ?

Have you consider using a People Picker control instead of a dropdown list?

 

Question: In the workflow, does each manager gets a different form or the flow is different (is the form and flow the same apart from the Participant field)?

 

Yes, its the same.

Then you don't need the State Machines. A single "Assign a Task" action is sufficient.

In the Assign a Task" settings, you can use a "Workflow Variable / List Lookup / Workflow Context" in the Participant field instead of hard-coding the name. Click the Address book icon

Using a List Lookup here (if you save the manager into the SP column "Approver"

 

Note: If you are not using a People Picker control but a "Choice Single" control - then please use their email address (because it unique) or their Full Name as in the Active Directory (you must check that there is no duplicate names - "Jane Doe")

 

 

 

Translate

  • Author
  • 1 reply
  • July 22, 2022

Hello I'm still struggling with this. This is my first time using Nintex and I'm an accountant so my technical skills are not great ha.

I'm using a single choice form question in which the user selects the approvers name. Regardless of which approver is chosen, the email will be the same. I'm having a hard time getting a lookup to the approvers email.

 

 

 

Translate

Garrett
Forum|alt.badge.img+16
  • Scout
  • 904 replies
  • July 22, 2022

Hi @sjmc219 

 

Which type of Nintex Form for O365 are you using? New Responsive, Responsive or Classic.

 

Can you include screen capture of your form?

 

Translate

Reply


Cookie policy

We use cookies to enhance and personalize your experience. If you accept you agree to our full cookie policy. Learn more about our cookies.

 
Cookie Settings