![]() In the Subject field, add a space after Response required and then to the right of the Subject field, click on the Insert Reference icon.Ĭlick on the Item Properties tab and scroll down and double-click on ID. Click OK.Ĭlick the Task Notification icon in the menu ribbon. In the Task Name field value, enter the text “Workflow task – “Ĭlick in the Task Name field value, after the text “Workflow task -” to place your cursor and then click on the Insert Reference icon to the right.Ĭlick on the Item Properties tab and scroll down and double click on ID. and click on the drop- down arrow in the title row of the workflow action and choose configure. Return to the Task to-do workflow action. Saving the workflow creates the new Content Type. Scroll down and in the Content Type field, enter the text “_SP Help Desk Task” to create a new Content Type. When the workflow runs, the to-do task will go the person in the IT Manager field. This will place the lookup in the Selections box. This will choose the person that created the help desk ticket. Select plus sign to expand the Lookup section. Select the book icon next to the Assignees field to access an address book. We want to send the task to the IT Manager that is entered in the form. Click on the User Interaction group and then drag the Assign to-do Task workflow action to the drop-zone square following the Send notification.Ĭlick on the drop-down arrow in the title row of the workflow action and choose configure. Let’s add a task for the IT Manager to assign the ticket to support personnel. This is an excerpt from our training manual.Ĭlick the List tab and then click on the down arrow of the Workflow Settings in the menu ribbon.Ĭlick on Manage Workflows with in Nintex Workflow.Ĭlick on Non-Critical Ticket Workflow to return to the workflow.
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