Nintex Workflow: Send an Email Using SharePoint 2013 or Office 365

Introduction

Go to the List or Document Library you want this functionality to work on.

I have a custom SharePoint library named “NWFTASk” that has the following columns.

1. When we add a new Document to this library Nintex Workflow will send a mail to the respective person.



2. Go to the List or Library tab and you will find the icon as Nintex Workflow.



3. We have actions on the left side and in the center, as you can see, we can insert an action by clicking on it, then we can see the following to insert the action from:

• Integration
• Libraries and Lists
• Logic and Flow
• Operations
• User Interactions
• Utility

You might be seeing an exclamatory mark as a warning because it is not yet configured. Once we configure it, the notification is turned off.

Double-click the send an email section and the pop-up window will open and in the Configuration wizard we need to add the following details.

• To
• CC
• BCC
• Subject
• Body

After you configure the email, click on save and publish.



Here, you have the following labels to configure:

• Name
• Description
• Task List: Select the Task List to store all the tasks created by Nintex
• History List: Select the History List to store all the tasks created by Nintex

Start Options, Like SharePoint Designer

• Start manually
• Start when items are created
• Start when items are modified

Email