The article ends at Part 1 and requires a subscription to view part 2, I subscribed and nothing happens? no part 2.
Hi Richard McClanahan,
Probably what you can do is to have one list that keeps current running number for all department with 4 columns:
Dept Name - Dept Code - Previous Number - Current Number
And you can create another list for request record purpose.
Whenever a new request on the 2nd list comes, it will look for Dept Code from the 1st list and take the corresponding Current Number.
Combine with Dept Code and create a new project number. Then update to the request item on the 2nd list.
Then update Previous Number column with Current Number value and add 1 to Current Number column.
Thanks for the direction, good approach. I actually have a form library for the request and approval which will trigger the workflow, I will add the "Next Available Number" list and get to work.
If you think your question is answered, please mark this question as answered as this will be helpful for other users of Nintex Connect.
thanks again Abdullah, I have a design that I think will work, I am using InfoPath for the request form and a list for project data, what I may need help with is after the new project is created I need a workflow to query the list, filter or group by department and either sort or get the Max project number and add 1. I am working on that now.
I think it would be easier to configure and maintain if you used two lists, one list for the request and one list for reference. By doing this, you can add new department and its code easily on the reference list.
Thank you for the response, I have this working nicely so far, User submits a request for a new number providing department information from a look up in the form which is a data connection to a list with all departments with department codes. When a new item is created (form submitted) in the request form library the workflow fires and creates a new item in the project inventory list. Then a workflow fires on new item with the above actions. The first variable is the department code which is used to filter the query, all the projects for that department are stored in a collection variable and sorted Z-A using a number column lPJnumberRight3] then I perform the math to add 1, then I build the sting {Department code} - {NewNumber} then update the blank project number on the current item and the PJnumberRight3] and update the form library request form with the new number like 9999-999. still working on the approval steps. So it seems my choice was to build another list or handle getting the max number using the list query. I will post my final solution once I am satisfied. thanks again I tried to stay with the InfoPath form because I have considerable time invested in the approval process.
Hi , good to know it's working for you.
Hello all, I was very happy with the workflow until I submitted 3 project number requests from the same department, acting as the approver I opened and approved all 3 as close together as possible. Sure enough all three were assigned the same number. What is the best action to use here? the query is grouping by department, then getting the highest number from a calculated column [ProjectNumberRight3]. I need to allow only one instance of the workflow so the new number can be created/assigned then the next new number can be assigned etc... being somewhat new to Nintex it looks like there are quite a few ways to approach this.
I'm not sure if I should have started a new post or continued here
Hello all, well after looking at all the actions and trying a few like "Start Workflow" I ended up adding a pause at the end and it seems to work. So just a quick summary, the work flow that creates the new number was querying a calculated column, the calculated column was converting the Right 3 of the current highest project number to a number. The Issue was when the same department submitted multiple requests for a new number and the approver approves all 3 in say a minute or so (a real scenario) the work flow was assigning the same number to all 3. In the actions below, a new custom ID is created and a new project number is created then it pauses.