Repeating section in start form. Same repeating section in a task form with data from start form.
I have a repeating section in start form. In a Task Form, I want to display the row of data from the start form repeating section. And add an editable field for each row to get a status for each row.
How can I do that?
I understand that I can do a loop for each and get item from collection, but how can I have the data in my task form?
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hi @poirisop,
Wondering if the help page might help resolve for your use case? There is a video on the page which provides further details on how to setup editable repeating section when your start event is a Nintex Workflow form.
I followed all the steps in the video, using export/import for my task form. However, the data from my repetitive section in start form, is not displayed in my task form. The rule doesn't seem to be working.
The rule looks ok. I have attached a cut-down version of the workflow in the video.
See if that works for you. If so, you can see how it is put together and how it may differ from your current configuration.
I have never found a way to take the rows from a Repeating Section in the Start Form and place them in the Repeating Section in a Task Form. I’m curious if anyone has been able to find that method.
Only thing I’ve been able to do is generate an HTML table, using a loop in the workflow, and display that in the Task Form.
Hi @PabloL,
Please see the posts above. It is now possible to display Repeating sections from start event forms on Task forms.
Wow, that looks helpful. So I create a rule that populates the repeating section controls using the “getCollectionItem” function.
I wish I had known this a year ago. I would have built my forms & workflows differently.
Hi @MillaZ,
Yes, my question have been answered. My workflow is working now.
It was my “count” formula in the Default number of rows that was not okay.
Thank you very much @SimonMuntz
@SimonMuntz ,
This is nice but I want it to work for data lookup dropdowns in the Repeating Section. It seems to work for Short Text controls, but not data lookups. Any suggestions?
I have another issue. It only displays the 1st row. I tried to copy your example, which was working, and I set the rules so that if the control on the repeating section is blank, then fill it with that formula. But it only fills the first row. I can then click “Add new row” and the new row appears & values are there, but it won’t display it automatically. Here are some screenshots. Any suggestions?
formula is:
getCollectionItem([Workflow].[Start event variables].[Form variables].[Repeating section Other Persons].[Name of Other Person Involved],[Form].[Repeating section Other Persons].[Current row].[Row number]-1)
Wait, I found the missing piece.
In the Repeating section, I had to fill the Default number of rows, to this formula:
It is working now. The only remaining problem is that it cannot fill in the value of a data lookup control.
@SimonMuntz : is it possible to inactivate the “Add new row” and “Delete” button in the editable repeating section used in a task? I would like my task assignee to only be able to update some fields in the repeating section, but not adding, nor deleting a row.
Hi @poirisop,
You can add some CSS to the form to disable the add row and the bin icons.
Navigate to the Styles tab of the form.
Scroll to the bottom of the styles panel and under the Advanced Styles section toggle enabled.
Click the edit css button and add the below code.
The main thing you need is pointer-events:none. The rest is to make the button look disabled so you can style it to your liking.
I have another question: I have a repeating section within another repeating section. Can I disable the buttons just for one repeating section, but not for the other? I’m not familiar with CSS code. I would like my user to be able to add a new component, but not a new part.
Also, I have problems with the count and getCollectionItem formulas for the repeating section (Missing Components) inside the repeating section (Products)
COUNT:
I tried this formula, but it is returning me the number of rows of my Products section, not the number of row of my Missing components section 😢
count([Workflow].[Assign a task to DC Control Sheet].[Assign a task to multiple users].[First response].[Form variables].[Products].[Missing Components].[Component Part Number])
and for the getCollectionItem formula, I tried many formulas, but i am not able to figure it out 😢
Hi @poirisop
The following code will disable the parent repeating section but enable the nested repeating section. Please test it before putting it into production. I am unsure if nested repeating sections are supported at this stage to be populated. This may be supported shortly. If the feature eventuates, this process will be much simpler, but you will need to reconfigure your existing repeating sections. Stay Tuned.
I have a repeating section within another repeating section.
I have problems with the count and getCollectionItem formulas for the repeating section (Missing Components) inside the repeating section (Products)
COUNT:
I tried this formula, but it is returning me the number of rows of my Products section, not the number of row of my Missing components section 😢
count([Workflow].[Assign a task to DC Control Sheet].[Assign a task to multiple users].[First response].[Form variables].[Products].[Missing Components].[Component Part Number])
and for the getCollectionItem formula, I tried many formulas, but i am not able to figure it out 😢
Hi @poirisop,
At this point, nested repeating sections are not supported. Nintex is currently adding additional functionality to the Repeating section control, so it should be available soon.
@SimonMuntz
Hi Simon,
Thank you so much for this response it has been very helpful. However, I’m attempting to build a State Machine so Applicants and Reviewers can go back an forth and edit a form until all fields are properly entered. My workflow is as follows:
Applicant submits form (Includes multiple repeating sections) - Sets stage to “New”
Stage = New
Creates a “Assign Task to Reviewers” task (Inherits values from the Start form, Including repeating sections, should be editable)
Approve - sets Stage to “Approve or Reject”
Reject - sets Stage to “Approve or Reject”
More Information Needed - Sets Stage to “More Information Needed”
Stage = Approve or Reject
Send email
Stage = More Information Needed.
Creates a “Assign Task to Requestor” task, this form will either:
Inherit values from the “Assign task to Reviewers” task form, including repeating sections, and should be editable)
Automatically updates Stage to “Resubmitted”
Inherit Values from the “Reassign to Reviewer” task form, including repeating sections, and should be editable)
Automatically updates Stage to “Resubmitted”
Stage = Resubmitted
Creates a “Reassign Task to Reviewers” task (Inherits values from the “Assign Task to Requestor” task form, including repeating sections, and should be editable)
Approve - sets Stage to “Approve or Reject”
Reject - sets Stage to “Approve or Reject”
More Information Needed - Sets Stage to “More Information Needed”
I’m having trouble setting conditional values for my repeating section in the “More information” stage. I cant set the “Default number of rows” to a specific Task Form because values could be coming from either “Assign Task to Reviewers” or “Reassign Task to Reviewers.”
In my workflow I created a variable called “CountRows” that is updated at the end of New and Resubmitted and it counts the number or rows in the repeated section. I then set “Default number of rows” to this value and while it does create the needed rows, it doesn't populate the fields. Changing the “Default number of rows” back to
count([Workflow].[Assign to Reviewers].[Assign to Reviewers].[First response].[Form variables].[NameAndAmounts Repeating Section].[Name])
populates the fields again.
Any help you can provide will be greatly appreciated it. Thank you.
Hi @cagarcia,
Welcome to the community. The repeating section control has been developed further since this post. In general, there is no need to use rules to populate the repeating section anymore. Simply complete the default field of the repeating section with the data from a repeating section control from one of your other task forms, and it will be populated.
@SimonMuntz
That's the main issue.
The repeating section in “Task Form C” can get values from the either the repeating section in “Task Form A” or the repeating section in “Task Form B.” How would I do that?
Edit:
After some additional testing, it looks like the best approach might be to set up two repeating sections in “Task Form C.” One would be linked to the values from “Task Form A,” and the other to values from “Task Form B.” I can then show or hide them as needed.
If there's a better way to handle this, I'm open to suggestions and would really appreciate your input.
Thank you.
@SimonMuntz
I was able to figure out a better method.
Applicant submits form (Includes multiple repeating sections) - Sets stage to “New”
Stage = New
Create a “Assign Task to Reviewers” task (Repeated section inherits values from the Start form)
Approve - sets Stage to “Approve or Reject”
Reject - sets Stage to “Approve or Reject”
More Information Needed - Sets Stage to “More Information Needed”
Stage = Approve or Reject
Send email
Stage = More Information Needed.
Check if New Request
Yes
Create a “Assign Task to Requestor” task (Repeated section inherits values from the “Assign Task to Reviewers” task from)
Loop through the repeating section and create a collection for each value inside the repeating section. I.e. NameCollection and Amount Collection
No
Create a “Reassign Task to Requestor” task (Repeated section inherits values from the “Reassign Task to Reviewers” task from)
Loop through the repeating section and create a collection for each value inside the repeating section. I.e. NameCollection and Amount Collection
Merge the newly created collections
Set Stage to Resubmitted
Stage = Resubmitted
Create a “Reassign Task to Reviewers” task (Repeated section inherits values from the Merged Collection)
Approve - sets Stage to “Approve or Reject”
Reject - sets Stage to “Approve or Reject”
More Information Needed - Sets Stage to “More Information Needed”