Hi all,
I am curious as to the best way/s to enable a reviewer during an ‘Assign Task’ action to view images/documents that were supplied on the form.
I am wanting to show those on the form and not include them in any emails (due to privacy PHI/PII) data.
I currently have several solutions in the works (active and in test) however I am not getting the best solution overall. I only have access to SharePoint Online (SPO) and the native Nintex Data Tables.
Here are my current options, but I am looking at improvements, opportunities and which one is best. Please HELP!
Option 1) SPO store and retrieve using this method - only allows images and not documents but you have to specify based on the repeats (cannot work out a N solution nor one that allows documents in the image viewer….) It does prevent a user downloading the form which is another caveat some stakeholders require too.
Actions in the workflow before the ‘Assign Task’ action
I use pathways to also talk to the different UAT/PRD lists based on the Type = Development or not
In ‘Assign Task’ form
currently simple 1 image - however feedback is stakeholders not want documents to be able to be loaded and viewed + 1-3 files at a time….
Option 2) Nintex Data Tables appears to be way cleaner and easier to set up, however the File Viewer by default allows ‘Downloads’ which some stakeholders will not allow/like. Unsure how to bypass/disable that. This would have been the ultimate solution if not for that hiccup. The delete option to remove once workflow is complete is also neat and clean.
Actions in the workflow before the ‘Assign Task’ action
In the Assign Task action
Delete after use in main workflow
Sample on Task Assign - download button is my only issue that stakeholders will not like
