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Launch A Form From A Workflow

  • August 26, 2019
  • 4 replies
  • 14 views

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Hi there

I would like a list workflow to launch a list form (form of a different content type), is this possible? Ideally, I'd like to be able to pass a workflow variable to the form, or have the form pick up a list item that is generated by the 1st workflow and updated in the list item.

 

Any ideas? Thanks!!

4 replies

Simon Muntz
Nintex Partner
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  • Nintex Partner
  • August 27, 2019
Hi,
In general Workflows are not bound to specific content types.
This means that you can update any column in the list with a workflow.
If that column belongs to a separate content type from the item that was submitted and has a separte form then this information will appear when you open the form for that specific content type.

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  • Nintex Partner
  • August 27, 2019

If you have a Nintex form that can be used as a base for the workflow start form, export it. In the workflow you can import this form in the Settings. Keep in mind that if you leave columns in there and they are changed then the item will be updated as well. So better to consider replacing the column fields with workflow variables and have the workflow do its magic.


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  • Author
  • Rookie
  • August 27, 2019

Thanks @jpmhuls. I tried this but when the 1st workflow triggers the 2nd workflow with the form imported into it, the form is not presented to the user. The 2nd workflow starts but no form is presented, so it then fails as the fields are empty.


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  • Nintex Partner
  • August 28, 2019

Hi @rgcampbell30,

Workflow start forms only show in manually started workflows, not automatically ones.... If the first one is started manually, you'll need to have the start form there and use the workflow mechanism to forward data to another called workflow. Most of the time I use a NintexWorkflow.asmx call which has a AsociatedData parameter where you can pass an XML structure to the called workflow. The called workflow needs workflow variables used on the start form (despite it will not show it) to accept the data. If all is well you also can use Store Data and Retrieve Data action to accomplish the same with the Start Workflow action.

If both workflows are triggered automatically, you'll have to provide these workflow variable values from your item/document's metadata (or unconnected form fields, accessible via FormData field in the workflow).