Hello, I am looking for step by step help or reference to a source to address the problem below, i seem to be missing something from the solutions i have read on the forums.
I have three step workflow that i have created using nintex workflow for sharepoint and nintex forms.
Initiate the request for review- approver gets the request and uses the forms to provide decision and attach the document for backup- the workflow sends it to next approver who has to provide another decision on the review using the attachment document from second step.
I CANNOT for the life of me figure out how to show the attachment from the second step on the nintex form for the last step. There are tons of suggestions regarding xml, java scripts, etc, but nothing concrete aside from downloading some custom actions and creating url links. I would really really appreciate someone walking me through the process step by step if possible at all?
Well...buckle up for this story. We've been fighting with different solutions for a few years trying to find the right setup that is scalable, maintainable and user friendly for years. I think we've finally landed on the solution, but time will tell.
1) Move task attachments to the parent item
2) Create a way to have an updated list of attachments in all tasks.
We came up with a solution that combined the link method with the attachment copy method and threw it in a UDA that was usable across all of our sites. The only requirements for the parent lists was that there was a rich text column to put the attachment html table. That field would be shown using a label control in all of our tasks, so as the column was updated, the tasks showed the current collection of attachments.
So now that the journey is out of the way, here's the breakdown of the uda we created and wrote about. I attached a copy of the UDA as well so you can mess around with it.
A new UDA has been created Site Wide Add Attachments. This UDA was modeled after the Add Attachments UDA that was created by a co-worker to add task attachments to a specific list. The Add Attachments UDA has all of the foundational pieces we needed:
In addition to updating the field when an attachment changes, the ability to just update the attachments HTML field was also included in the original UDA.
So what changed? Using the UpdateListItems method of the Lists.asmx web service, we are able to make the update action variable instead of hardcoded into the UDA. This Web service takes in 2 parameters, ListName and Updates.
listName will be our Target List Name Parameter.
Updates is a string of updates created using the build string action.
Details on the UpdateListItem method can be found online, but for our purposes we'll be using this example to update items:
<Batch OnError="Continue" ListVersion="1">
<Method ID="1" Cmd="Update">
Each update will be in its own Method node. The first child field node will be the ID of the item to update. This is our Target Item ID parameter. The second Field node will contain the updates. Because each form can have a different field to update, the field name is passed in as the AttachmentField parameter. The value is the Attachment table that was created earlier in the UDA. Because we are using web services, we encoded the attachment table so we pass in valid xml into the web service.
Configuring the UDA
The Site Wide Add Attachments UDA takes a number of parameters as inputs.
If you made it this far, thanks for reading and hopefully this gets you going in the right direction.
Thank you so much for detailed explanation! i have tried downloading the file that you have attached through Manage User defined actions screen and i am getting a message that this file that you had attached is not valid and needs to have uda extension. Importing this into workflow is not allowed either. Is it possible for you to re attach this in a different format? or am i doing something wrong here again?
Oh right, you can't import this from the UDA inventory. You should be able to click create in the uda inventory, then import the nwf file from there. If you havent installed Vadim's custom action, that might be the source of the error. You can download it from here, then you'll just need to install it in your environment: http://workflowexcellence.com/nintex-workflow-get-list-item-attachment-in-base64-custom-action-happy-thanksgiving/
Also, maybe stupid question, but where do i get username and password for web service action? i can't seem to figure this part out. I am the admin of the site if this makes a difference. Thank you!
it seems to work up to a certain point but then stops. I am attaching the workflow where it seems to stop, would you happen to have any ideas what i am doing wrong here? i followed step by step instructions and my workflow seems to be bypassing for each loop