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3 Posts authored by: kapilkjoshi Champion

This question has been raised many times in the forum and I was eager to find a solution with NF.

How can you allow the users to submit only once.

I had this working in the InfoPath but did not get any success on Nintex Form (probably messing up a very basic lookup).

Here are the steps to create a form which can be submitted only once by the users.

1. Create a list and add an additional column:

     a. UserName - single line text.

2. Edit the form with Nintex.

3. Add 2 panels on the form. In the first panel add the form fields that you want the user to enter. In the second Panel add the text - "You have already submitted the form once" - bold.

4. Change the configuration of UserName field as below:

     Capture1.JPG

This way you are saving the value of the current user in the uppercase. You can hide this field in the form is you want.

5. Add a calculated value control (I called it GetName). Enter the formula as shown below:

     lookup("<ListName>","UserName",toUpper(Current User),"UserName")

     Capture2.JPG

     This will lookup the list where you are creating the form. Find if the UserName column has the same value as current User (in uppercase). It will return the value from that column.

6. Lets add rules to the panels now. Add rule to the first panel where all the fields are: greaterThan(length(GetName),0) > Hide. (SO if the lookup returns the value that means you have submitted an item already).

7. Add another rule to second panel where you have the text: lessThanOrEqual(GetName,0) > Hide. (If lookup returns blank, you have not submitted the item).

 

Save and Publish.

Now when you create item, you should see the form with the fields and would be able to save it. Second time, it should show the panel with the text in bold: "You have already submitted the form once".

 

Hope it works for you.

Hello All,

We may or may not have come across a situation where creating Event receiver is not feasible on delete item event. This is a hack on the functionality where you can start a workflow when item is deleted. This involves creating a delete item workflow and adding that as a quick action menu item. So here is how to do it:

  1. Create a custom list.
  2. Configure permissions on the list so that users will not have the ability to delete the items. For this, I create a new permission leavel as "Contribute - No Delete". Once this is completed, users will not see the option to delete items within this list.
  3. Blog1.jpg
  4. Next, we want to create a workflow that we want to start when item is deleted. Click on List tab, Create a workflow in Nintex workflow.
  5. Open workflow settings.
    • Enter Title
    • Select the option - "Enable workflow to start from the item menu".
    • Menu Item label would be "Delete Item". Menu item image URL-"_layouts/images/delete.gif"
    • Menu Item Position - 0. For other positions on the quick menu, see the list at the
    • Save the settings
  6. Blog1.jpg
  7. Now lets create few actions in the workflow. In this workflow i'm going to send email to the person who created the item that the item has been deleted by workflow initiator. Next action would be to delete the item. This action has to be run as Workflow Owner because users do not have permissions to perform delete operation.
  8. Blog1.jpg
  9. Thats it. Publish the workflow and create item in your list. Use menu item to delete it and you should receive an email.

Blog1.jpg

Extras:

List of Quick launch menu positions:

0 – Top Position

200 – Second position

255 – Third position

898 – Fourth position

900 – Fifth position

1000 – Sixth position

1050 – Seventh position

1100 – Eighth position

1175 – Ninth position

2000 – Last position

 

As an additional step, i also customized the Start workflow page as below.

Blog1.jpg

Hope its usefull.

All,

We have seen this in many sites that we use daily. I had a similar requirement from users to provide help for the choice that is selected from the Drop Down field. It could be description of the field or something else related to that field.

 

I was just beginning to use Nintex Forms and due to the JScript and CSS capabilities, I wanted to give this a shot. Following things are main components of this solutions:

  1. Creating lookup and calculated field.
  2. Applying CSS to make a picture button.
  3. Generating an Alert with javascript.

 

A - Setup List for lookup and description

  • Create a list (List1) with 2 columns. Document Type, Description.
  • Add few items in this list.
Document TypeDescription
Acceptance Sheet

Lorem ipsum dolor sit amet, consectetur adipiscing elit. Phasellus eros diam, posuere sed risus ac, tempus aliquet justo. Curabitur non fermentum pur

Assembly Drawing

Aliquam bibendum eget libero sit amet condimentum. Nulla blandit sed nunc a malesuada

BETA Trials

Vestibulum mauris felis, aliquet non aliquam at, dapibus id risus. Integer imperdiet, sem laoreet tempor pellentesque

 

  • Create another list (List 2) which will be used to Save the details. Add The Document Type column as Lookup from List 1.
  • Edit the Nintex form for this list. The form would look as below:

1.jpg

 

B - Create Help button and apply CSS

Now we can add the Help button next to our Document Type and apply some CSS to make it look like Help.

CSS - Place this in Settings > Custom CSS :

.HelpButton

{

background:url('/../PublishingImages/Question.png') no-repeat;

width: 30px; height: 50px;

border:none;

}

Open the settings for the button. Change the Button action to Javascript and expand the Formatting section. Type the name of the CSS in CSS class box.

2.jpg

The form should look something like this:

3.jpg

 

C - Generate alert with Javascript

The last part is to show the help description.

  • Create a calculated field on the form to retreive the Description from List1 which has mapping to document type. the expression would be something like this: lookup("Document Type","ID",DocType,"Description") [DocType being the name of the dropd down lookup field]
  • Name this field as myDocDescr.
  • Open the settings of the Help Button and add function DocDescr() to the Client Click in Advanced section.
  • On Form Settings, add the following Javascript:

NWF$(document).ready(function(){

});

function DocDescr() {

var myDocType = NWF$('#' + myDocDescr);

alert(" " + myDocType.val());

}

  • Add the following rule to hide the calculated field from the form: myDocDesc!="" > hide.
  • Note: the calculated field will always be hidden as long as an option is available in the drop down. Remember you cannot change the visibility of this calculated field as JScript will not be able to retreive value from it.

That is all. Save and Generate the preview.

4.jpg

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