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I created a Nintex form on a SharePoint 2016 list. I need the following functionality,

 

User clicks on a button. The button is called, "Copy."

On the button click, certain fields get hidden.

On the button click, certain fields value change (based on some criteria).

After that, the user can save the form by clicking on the save button.

 

What is the easiest way to achieve that? I realize that if I kick off a workflow (when the user clicks on the button), I can achieve what I want (hide fields, update values). But then the form will close. I don't want the form to close. The form should stay open until the user clicks on save or cancel.

 

Thanks a bunch.

 

Mayank

 

A few questions about your form



 





  • Is this a Classic Form or a Responsive Form?


  • What happens if someone clicks the button by accident? Could this instead just be a Checkbox aka: Yes/No Control instead?


  • You mention "if I kick off a workflow (when the user clicks on the button), I can achieve what I want (hide fields, update values)" are you also *trying* to start a workflow on this "click"? What you say here doesn't make sense to me so I'd just like clarification. 





 



 


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