Nintex 2013: Show display name in email notification for person field


In Nintex 2013, requirement was to show the user's "Display name" in email. looks a very simple issue by looking at the definition. However, to achieve this in workflow have to choose proper way to implement.
Two options are available to get this.

1. Using "Call web service" action
2. Using " Query user profile"


To move ahead with first step, we need to use Regular expression, web service and query xml  as described here in https://community.nintex.com/thread/1353 lots of configuration require to make this work. as well to store credentials of admin to call the web service, need to make the constant in Nintex management.

So In my implementation, I choose second option, fairly simple to use.

Steps to use "Query user profile" action to get display name:

1. Add "Query user Profile" from actions tab




 2. Double click to configure it, and select the person field , here selecting "Created By" field of the custom list




3. Expand the properties to retrieve, and select "Name" , click on Add



4. Select the variable name where you want to save query result, here using string variable named "CreatedByDisplayName"

5. Now, add the email notification action and from insert reference add the workflow variable.



6. That's all we are done.

No configuration/web service call/credentials require to store.

Hope this will help you!


Comments

  1. Thanks Anuja, so much more elegant than some of the other nintex solutions.

    Ying

    ReplyDelete
  2. Nice. thanks. how can we get member's display name out of sharepoint group?

    ReplyDelete
  3. Hello There,


    In debt to you for making my learning on the SharePoint area so hassle-free! I lay my faith on your writings.

    I am totally new to Linux and have tried CD versions of Knoppix, Ubuntu and Linux Mint. This is a result of being sick and tired of multiple problems with Vista and having to spend more time fixing issues than working productively.

    Follow my new blog if you interested in just tag along me in any social media platforms!

    Grazie,
    Radhey

    ReplyDelete

Post a Comment

Popular posts from this blog

Search Query by ContentType name issue

SharePoint 2013 List CRUD operation using Angular and REST API

Search Result Webpart,Filter result If QueryString is present in URL