+5We have recently gone live with Nintex Automation Cloud, and have a number of workflows running for a series of different business processes. Since we went live, we have been inundated with calls from our business teams, complaining that the My Tasks view in NAC, does not show any information that relates to the form data being processed, like a person’s name or the form ID, for example.
Is there any means of customising the columns this view shows?
Best answer by james_tyzack
Hi SmashedMonkey,
The columns in My Nintex cannot be modified.
However, in the “Assign a task to multiple users” action, there is a field called “Task name” (the first field to configure). This is the value that shows in the “Task” column in My Nintex.
I like to configure this task name with My Nintex in mind. Some text that describes what the task is, and include variable values from the form or process to help differentiate it from other instances of the task. E.g. “Approve Invoice (Invoice ID: xxx)” where xxx is a variable value.
Of course this is not exactly what you have asked for, but maybe will result in a Task view that provides more context for your users.
Kind regards,
James
+5Anyone from Nintex able to comment on this?
+2Hi SmashedMonkey,
The columns in My Nintex cannot be modified.
However, in the “Assign a task to multiple users” action, there is a field called “Task name” (the first field to configure). This is the value that shows in the “Task” column in My Nintex.
I like to configure this task name with My Nintex in mind. Some text that describes what the task is, and include variable values from the form or process to help differentiate it from other instances of the task. E.g. “Approve Invoice (Invoice ID: xxx)” where xxx is a variable value.
Of course this is not exactly what you have asked for, but maybe will result in a Task view that provides more context for your users.
Kind regards,
James
Hi SmashedMonkey
I use the set name action to display custom instance names. For example, I apply a regular expression to set a form ID and I include variable values from the form event.
I hope you have found this information useful.
Regards
Image 1)
Image 2)
Image 3)
Image 4)
+22It is possible to make your own dashboard using the Nintex Workflow API.
https://developer.nintex.com/docs/nw-api-docs/ref/tasks-v2/operations/list-tasks
You could use Nintex Apps to make the dashboard.
https://help.nintex.com/en-US/nwc/Content/Overview/NintexApps.htm
Nintex University has a course to help you with the Workflow API.
https://learn.nintex.com/catalog/courses/4231095
+5It is possible to make your own dashboard using the Nintex Workflow API.
https://developer.nintex.com/docs/nw-api-docs/ref/tasks-v2/operations/list-tasks
You could use Nintex Apps to make the dashboard.
https://help.nintex.com/en-US/nwc/Content/Overview/NintexApps.htm
Nintex University has a course to help you with the Workflow API.
https://learn.nintex.com/catalog/courses/4231095
Thanks
+22Hi
Nintex Apps was a suggestion to make it easier. You could use any platform you like that can be developed to call an API.
Enter your E-mail address. We'll send you an e-mail with instructions to reset your password.
