Scheduled item transfer SharePoint Nintex Workflow 2010 quer

kartik Shrivastava

Hi,
I am fairly new to Nintex Work flow and I am facing some issue while writing a site level Nintex Workflow.
I am having a SharePoint list which is having around 1000 items with pdf attachments and check boxes and other columns, also there is 1 date column which is called Expiry_Date which is used to transfer the item when Expiry_Date = Todays Date.
I want a Nintex wokflow which runs through every item present in SharePoint List every midnight and check whether the items Expiry_Date = Todays Date.
If the Expiry_Date =Todays Date then it should copy the item to the Repository List and send notification and Delete the particular item from the main list.
What I am trying now is as follows:
1. Query List
2. Foreach
3. Copy Item (if Expiry_Date =Todays Date )
4. Send Notification
5. Delete Item(if Expiry_Date =Todays Date )
Please help as I am badly stuck up in the configuration of the conditions.
Any help related to configuration or if any change is required in my approch is much appriciated.
Please let me know what i should do to make my idea working.
Regards
Kartik

10 Replies

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kartik Shrivastava12y ago
so what should i do to complete my requirement.
Please suggest or should i take it as its not possible using Nintex workflow?

Please suggest whether this requirement is possible using nintex workflow or not?
Lakshmanan Sethu Sankaranarayan12y ago
Isn't possible to give the same site in Create an item in another site??
kartik Shrivastava12y ago
I am trying to use create an item in another site but i am unable to figure out how it fits in copying from one list to another in the same site.

Also I am struggling to configure it to create an item in a list as it aska item details.
How do i configure "create an item in another site " that if i want copy and delete in 2 lists present in same site.

Regards,
Kartik Shrivastava
Lakshmanan Sethu Sankaranarayan12y ago
Hi, Please try this action "Create an item in another site" instead of copy. Thanks.
kartik Shrivastava12y ago
Checked.
When i write a workflow just to copy from list a to list b its copying.
This workflow is list level workflow and it copies well if expiry date = todays date.

But when i write a site level workflow it does not copy items but it do send notification for all the items but does not copy and delete.
Some problem with the foreach, i dont know what.

List level workflow which i wrote to check copying function is same as the workflow document attached.

Please let me know what i am missing.

Regards,
Kartik
Lakshmanan Sethu Sankaranarayan12y ago
Hi Karthik, Please ensure the following when you do copy the list items. When a SPD workflow doesn't copy one field to the target list: a.The field names don't match b.The field names match, but the field type and the settings do not
kartik Shrivastava12y ago
Hi,
I have tried again with few workflow but this time query list and foreach is working fine,
but copy and delete item is not working fine.
Please let me know if my logic is right or not.

My requirement:
I have many items in a sharepoint list with pdf attachments and every item is having an expiry date.
I want to write a workflow which should run every midnight and cycles through all items in a list and
if any item expiry date= todays date then that item should be moved to a archive list.
A notification should also be sent with title of that item

My logic of current workflow which is not giving desired output:
1. I am querying list which is working fine.
2. I am using foreach loop to iterate through all items of list
3. I am using copy item using expiry date = current date ( I think something is wrong here as its not copying anything).
4. Afer that i have witten condition to send notification and the notification is coiming for every list item.
This means the foreach loop is going through every list item
5. Delete item have written and its also not working.

Please let me know that if its possible using workflow or not as I am trying from a long time for this issue.
Please let me know if any change in the logic or correction in congiguration of action items is required.

Regards,
Kartik Shrivastava
kartik Shrivastava12y ago
Using foreach the workflow is ending unexpectedly either it is sending mail for each item but not copying and deleting item. I dont know what is the problem with foreach.

What I find is that the workflow is querying list and the foreach loop is not running fine, please let me know aht changes i need to make for each loop to run after querying the list.

Please have a look at the screen shots attached , let me know what changes i need to do in foreach.

Regards,
Kartik Shrivastava
[email protected]
kartik Shrivastava12y ago
Thanks a lot for taking time to reply to my query

I have written a workflow and attached screen shot document
The workflow which i have written is ending unexpectedly when it reaches for each loop and i dont know what the problem is may be some mistake with the variables.

I also need to send an email alonf with name of the item and transfered location.
I have to check for each item expiry date using foreach loop and i am confused how to do that.

Please help as I am totally confused now.

Regards,
Kartik
Lakshmanan Sethu Sankaranarayan12y ago
Your logic seems to be correct. There are few changes in the order. 1.Query List 2.Loop through list items 3. If Expiry date = todays date then *Copy Item *Send Notification * Delete Item Please refer the link http://www.c-sharpcorner.com/UploadFile/anavijai/how-to-use-for-each-loop-in-nintex-workflow/Default.aspx for using foreach loop. All other steps should be the action in the nintex workflow.