Hi,
I am relatively new to Nintex and need some assistance to create a complex workflow, am not sure if it should be all one workflow, or multiple workflows
Scenario:
I have created a Nintex Form with 2 lookups (Staff and Manager), Staff is dependant on Manager. I have a hidden column called draft and two buttons in my form called ‘Save draft’ and ‘Save & Submit’. If Save draft is used it returns 0 into the draft column if Save & Submit is used it returns a 1. Everything in the first part of the workflow is dependant on what is in this field as it starts the workflow. I also have multiple groups with varying permission (Coach, Manager and Staff)
If draft is 0 then nothing happens, if it is 1 then the Workflow needs to do the following:
Change permissions for the form, making the Group Coach as read and initiating the Manager group as contribute
I have started the process by using "Set a condition", I am assuming this works as I am unsure how to test
Issue 1:
I then added "Set item permissions"; I want it to affect the form as a whole based on the Coach Group that I created in SP. The options I currently have selected are:
Set Permission On: List Name
Where: Draft (This is where I am not 100% sure I have selected the correct option)
Equals: Value 1
I have then chosen the User Permissions (Coach as Read and Manager as Contribute)
I have tested this and whenever a person from the Coach Group opens the form they are still able to edit. I need to disable this after they Save and Submit
Issue 2:
I then want to send an e-mail to the Manager advising them that there is a form available for them to review
I added the “Send notification” workflow, however the To: field doesn’t recognise the Manager lookup field in the form, as a result I created “Set variable” with the following options;
Set: Manager
Equals: List Lookup
Source: List Name
Field: Staff: Manager E-mail Address – Lookup Value (as Text)
When: Draft
Equals: Value: 1
Nothing happens when I create a new document
I have tried using Query List, and still I cannot get this workflow to work, is what I have requested possible?