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Edit a form for resubmission

  • January 16, 2025
  • 5 replies
  • 118 views
D
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Hi

I see this requirement and question come up multiple times when searching for a solution, so wonder if anyone has a workaround…

So, a form is submitted for approval - use case would be a Purchase Requisition. The Approver has the option to Approve, Reject or Return the request. In the Return scenario, the Originator needs to make an amendment to the original data before it can be resubmitted for approval.

The Requisition form has a repeating section, so the Originator can add n lines to the request. 

 

I see there was work being done on editable repeating sections in this topic - 

But haven’t seen any updates on this.

 

So, does anyone have a solution to this? We’re left with either asking users to completely re-enter data, or I’ve references to a copy/paste process that would allow editing of data, but just seems a little disjointed….

 

Thanks for any suggestions!

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    5 replies

    rickdemarco
    Nintex Employee
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    • rickdemarcoNintex Employee
    • Nintex Employee
    • 69 replies
    • January 20, 2025

    Hi Darren,

    At this stage there is no way to edit the original form data during the workflow process however this is something we are working on in conjunction with our tables functionality.

    Having said that, there is an option for users which will avoid any kind of copy/paste. In My Nintex simply click on the form that requires editing, this will open the activity feed (right hand panel) and here you will see a ‘Copy form data’ button, click that and it will copy all the form data into a new form which can be edited and submitted as a new Form.

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    S
    Nintex Employee
    • SampcynNintex Employee
    • Nintex Employee
    • 9 replies
    • January 21, 2025

    ​@Darren Jehan 

    If the data being captured via the repeating section control has a small “footprint” you could use “a rule base” logic on your form design to mimic the repeating section control, and use the same logic in the task form (i.e. export/import the start form) to allow for editing the data after the fact.

    Here is an example Form for reference: WF Export Key: PCHGzpWxykfXN8QphU6fqMtLStreD2pPtgmhTH7thnhe6aQU2

    A lot of rules but it works beautifully.

    This approach may or may not be a viable solution depending on the complexity of your form design.

     

    HTH

    Samson.

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    MillaZ
    Nintex Employee
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    • MillaZNintex Employee
    • Nintex Employee
    • 652 replies
    • January 27, 2025

    Hi ​@Darren Jehan 
    Have these replies helped to solve your question? 

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    Check out these Nintex University Learning paths: https://community.nintex.com/p/NintexUniversity
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    • Darren Jehan
    • Author
    • Rookie
    • 4 replies
    • February 20, 2025
    Sampcyn wrote:

    ​@Darren Jehan 

    If the data being captured via the repeating section control has a small “footprint” you could use “a rule base” logic on your form design to mimic the repeating section control, and use the same logic in the task form (i.e. export/import the start form) to allow for editing the data after the fact.

    Here is an example Form for reference: WF Export Key: PCHGzpWxykfXN8QphU6fqMtLStreD2pPtgmhTH7thnhe6aQU2

    A lot of rules but it works beautifully.

    This approach may or may not be a viable solution depending on the complexity of your form design.

     

    HTH

    Samson.

    Hi Sampcyn

    Many thanks for taking the time to reply - and apologies for the delay in getting back to you!

    I couldn’t get your example form to import - but perhaps it has expired because I took so long!!

    Is there any chance you could re-export for me?

    Apologies!

     

    Darren

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    S
    Nintex Employee
    • SampcynNintex Employee
    • Nintex Employee
    • 9 replies
    • February 20, 2025
    Darren Jehan wrote:
    Sampcyn wrote:

    ​@Darren Jehan 

    If the data being captured via the repeating section control has a small “footprint” you could use “a rule base” logic on your form design to mimic the repeating section control, and use the same logic in the task form (i.e. export/import the start form) to allow for editing the data after the fact.

    Here is an example Form for reference: WF Export Key: PCHGzpWxykfXN8QphU6fqMtLStreD2pPtgmhTH7thnhe6aQU2

    A lot of rules but it works beautifully.

    This approach may or may not be a viable solution depending on the complexity of your form design.

     

    HTH

    Samson.

    Hi Sampcyn

    Many thanks for taking the time to reply - and apologies for the delay in getting back to you!

    I couldn’t get your example form to import - but perhaps it has expired because I took so long!!

    Is there any chance you could re-export for me?

    Apologies!

     

    Darren

    ​@Darren Jehan No problem. Here you go: SCCUMQKHeuPM4xFfKdr1JwE87BCCNoi1ebxE1AbUeQ7BvPD8n

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    MillaZ
    1 person likes this
    • MillaZ
      MillaZ

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