Copy a record and have ability to modify the copied record before saving

Hi ​@jamvan,

Provided you have Nintex Forms, I think what you’d want to do here is make a start form for the workflow.  If you select Workflow Settings>Edit Start Form you should be able to configure a Nintex Form.  If you create Workflow variables and set  the option show on start form, you can prompt a user to enter those values prior to the workflow running. You can also drag in the list properties for the item to show them on the start form as well.  Then the workflow can run using the create an item action to create the new items based on what was entered in the start form.

Doing it this way means that the values you’re looking to set are done prior to the item creation at the beginning of the workflow run.

So, I have a list with a form already attached to it to create purchase requisitions. The users want the ability to open a current one and make a copy of it, but before saving it; have the ability to change the values before saving the new purchase req.

With your solution am I creating a new form to attach to a new workflow?

Wokflow actions> 1. Create the Workflow variables and select option “show on start form” 2.Create Item 3. End Workflow ????

Thank you for you input Brent, it is greatly appreciated.

​@jamvan 

Yep that would be the basics of it.  You can also add the workflow to the context menu for the item or add a link to the item with a calculated column to make it easier to access the form directly from the list.

Hi ​@jamvan Has Brent’s answer solved your question? 

I haven’t been able to get it to work just yet. I wasn’t quite sure how to set this up “You can also add the workflow to the context menu for the item or add a link to the item with a calculated column to make it easier to access the form directly from the list.”. I have signed up for the University and will start some training shortly.

I created a calculated column with this: ="<a href='https://[site-name]/Lists/[list-name]/EditForm.aspx?ID=" & [ID] & "'>Open Nintex Form</a>" however, when I go to the list it displays this:

Calculated columns can’t refer to the ID of an item. It’s a sharepoint limitation. You need to use a hyperlink column instead and use a workflow to create the link with a Build String action.

If you create the item in a workflow you can store the new Item ID in a workflow variable directly in the “Create Item” action. You can then use that workflow variable to create the link and update the hyperlink field in that same workflow.

Thanks, BobR, basically the just of this workflow is to copy a record and prompt the user to update the values before saving. Despite all the great tips here, I still have not been able to get it to work.

I was attempting to get the suggestion from Brent to use a calculated column to get the new link in the list.

I just need the ability for the users to copy an existing record ad hoc (when they want to) and update before saving.