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Nintex 2016 on prem - Get Item Attachments into Task Approval Form

  • November 5, 2024
  • 3 replies
  • 158 views

kpope
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How to configure a LIST wf to list/display all item attachments?  

The approver needs to see ALL attachments for the item they are approving. They don’t need a link to go back to the item to then click on each attachment. 

I see training on NWC/nintex cloud, but we are on prem. 

3 replies

  • November 12, 2024

This requires a bit of a specific trickery because Task forms don't connect to the attachment field directly and grabbing the attachment column through workflow results in a boolean indicating the presence of an attachment.

However, you can still grab the attachment through a Webservice Query. You need to connect to:

{Site-url}/_vti_bin/Lists.asmx

(add in whatever the url is for the main site at {Site-url}).

Put in credentials that can view the item, and then use the method GetAttachmentCollection. GetAttachmentCollection wants a listName and an itemID, you can grab the former from the Commons and the latter from the item properties.

The webservice query will output the attachment urls, write them to a multiline text variable. You’ll probably need to follow it up with a Regular Expression action to remove clutter in the variable, it will be something like

<Attachments xmlns="http://schemas.microsoft.com/sharepoint/soap/"><Attachment>{attachment url here}</Attachment></Attachments>

So you need to remove the clutter so you only keep the attachment url. Once you have the attachment url in a workflow variable you can then refer to that workflow variable on the Nintex Task form (use text with layout, you can put hyperlinks in there). I haven’t tested how it works with multiple attachments but I’m fairly sure the webservice grabs all of them, experiment a bit to see what it puts out.

(obviously put these actions in the workflow before the workflow assigns the task)


kpope
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  • Author
  • Apprentice
  • November 14, 2024

Nintex Support gets the credit for helping me on this one.  The 2nd article was PERFECT

 

I found a discussion, reviewing this, but there is limited information in the actual execution of the steps:

https://community.nintex.com/archive-25/adding-attachment-link-on-a-flexi-task-form-47990 

 

This article looks more promising with steps that leverage a call web service action:

https://nicoleprestby.com/2017/12/19/add-list-item-attachments-to-task-form-using-nintex-workflow-and-forms/


kpope
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  • Author
  • Apprentice
  • November 14, 2024

This worked to get the attachments inside the Task Form BUT how do we get those SAME attachments to merge in the DocGen PDF?