I have this workflow that start with a form. Once completed, it create a document set and we would like to add the link to the form for a better user experience.
Does anyone know how to do that.
I have this workflow that start with a form. Once completed, it create a document set and we would like to add the link to the form for a better user experience.
Does anyone know how to do that.
Best answer by Jake
Hi
Best option would be to add a Nintex Form to the document set in the Sharepoint library, If it is O365 you can do this by adding the Nintex Forms for O365 app to the site and on the library open the app and select the document set content type.
Then to access the form you can right click the document set and open Properties to view the form or create an edit link like below:
Go to Your List or Library: Navigate to the list or library where you want to add this functionality.
Add a New Column:
Format the Column with JSON:
Enter the JSON Code:
{ "$schema": "https://developer.microsoft.com/json-schemas/sp/v2/column-formatting.schema.json", "elmType": "button", "customRowAction": { "action": "editProps" }, "txtContent": "Edit" }
Save Your Changes: Click "Save" to apply this formatting.
This JSON code creates a button in your new column. When a user clicks this button in any row, it triggers the action to open the item's properties form. This is a simple and effective way to add an "Edit" button to your SharePoint list or library.
Remember that SharePoint Online's interface and capabilities can change over time, so if you're viewing this at a much later date, some steps or code might need to be adjusted.
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