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Nintex Workflow 2013 > Workflow Actions
Task reminder

This workflow action will send notifications to the approvers or reviewers of an outstanding task. This allows for reminder scenarios as seen below.

In this example, an approval task is assigned to a set of users and after a configured delay, if any approvers are still required to respond, they will receive a notification. The approval task will repeat waiting and sending messages 3 times. If the original approval task allows LazyApproval, the reminder notification will include the LazyApproval token in the subject to allow the workflow replies send to it.

To use the workflow action:

  • Locate the action in Workflow Actions Toolbox (located on the left hand-side);
    • Click on the Category listings to reveal the actions; OR
    • Search for the action using a keyword.
  • Select the action, drag it onto the design canvas and drop it onto a design pearl.

Alternatively

  • Left-clicking the pearl, mouse-over Insert Action and then the Categories to reveal the actions, click the required action from the list.

To change the settings used by the action:

  • On the action’s title click the down arrow to activate a drop-down
  • Select Configure; OR
  • Double-click the action's icon.

For more information on the other options in the drop-down, please refer to the Getting started with the Nintex Workflow designer.



 

Options within the action

Action ID

Specify this workflow variable to nominate which request approval/review/data action to send reminders regarding.

When configuring a Request Approval, Request Review or Request Data action, nominate a workflow variable of type Action ID to store the assigned workflow action ID. 

Number of reminders

The action will repeat the delay and notifications this number of times.

Time to reminder

The delay the action will wait inbetween sending each reminder.

The action will start with a delay, so no external delay action is required. The total time is calculated by summing all fields, regardless of the Time Calculation option selected. For example, 4 days and 4 minutes will be calculated as 96 (24x4) hours and 4 minutes.

Time calculation

Specifies whether or not hours outside the work week should be included when counting down to send a reminder. 

During business days only

The During business days only option will specify that weekends or holidays are not included in the count down, but after hours on a business day are. 
Example:
  • A reminder starts counting down Friday morning and is configured to wait 1 day (the work week is defined as Monday to Friday).
  • A reminder will be sent Monday morning, weekends are not included in the count down. 

During business hours only

The During business hours only option specifies that only business hours are used in the count down.
Example:
  • A reminder starts counting down Wednesday at 4pm and is configured to wait 4 hours (the work day is defined as Monday to Friday, 8am to 5pm).
  • A reminder will be sent at 11am on Thursday, after business hours are not included in the count down.  

Neither option

If neither option is selected, all hours will be included in the count down.  
Examples:  
  • A reminder starts counting down Friday morning and is configured to wait 1 day.
    • A reminder will be sent Saturday morning, weekends are included in the count down.
  • A reminder starts counting down Wednesday at 4pm and is configured to wait 4 hours.
    • A reminder will be sent at 8pm on Wednesday, after business hours are included in the count down. 
Public holidays and any other special occasions are set using the "Site Settings > Nintex Workflow > Manage Holidays" page.

CC

The CC field sets read only users who will receive the notification.  CC recipients are not able to respond to the tasks.

To set the CC field click on to open the Select People and Groups configuration dialog. 

BCC

The BCC field sets read only users who will receive the email. BCC recipients are not able to respond to the tasks. Other users addressed in the email via the To, CC and BCC fields will not be able to see any addresses in the BCC field. To set the BCC field, enter the account name, or alternatively, select the address book icon for additional options.

From

The From field sets the user or domain group that will appear as the sender of the message.

This setting applies to emails only. If no From user or domain group is specified, the From address configured in Global Settings will be used.

Subject

The subject field of the notification.

Attach file

Allows file attachments to be added to the notification. 

Files will not be received by a user when SMS or IM is selected as the delivery method.    

Format

This sets the format of the email.

Selecting:

  • Rich Text enables italicize, bold, underline and indent information within the email using simple HTML styles provided by the SharePoint rich text tool bar.
  • Plain Text is simply the text without any stylized formatting.

Notification body

The body of the notification will adapt depending on whether the Rich Text or Plain Text format is selected. Within the space provided enter the content for the notification as straight text and Inserting reference fields from with the workflow. 

Delivery type

Delivery type is the method of delivering the notification to the recipients.

Available delivery options; Email, User preference or Instant Message (if enable on the server). For information on User preference, please refer to the Configuring user preferences.

Please note: Nintex does not provide support for troubleshooting email, SMS or LCS systems.