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workflow email options using Nintex on a Document Library SP2013

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shelby101

shelby101

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Apr 21, 2016
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I am working with SharePoint 2013, with Nintex and KnowledgeLake add ons and I am new to ALL three. I have a basic Document Library for records retention. One of my columns is "Purge Date" I want to create a workflow that pulls all the documents with a purge date greater than current date and will kick off on a specific date, example schedule the workflow to kick off on 10/31/2016. Then I want the workflow to create a report or excel spreadsheet that would collect all documents being purged in the report and email to one user. Is this possible and if so please, please direct me on how I can accomplish this.

Thanks so much in advance. I hope I gave enough detail.
 
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