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Two step form

  • June 5, 2023
  • 1 reply
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Hi all, 

Nintex newbie here, so sorry if this is a super basic question!

What I am trying to accomplish is basically a two step form. Step one will give basic details about an incident that has occurred and the first step will send a notification to a distribution list as well as a link to the reporter to complete the second step. The second step of the process will be a kind of continuation of the first form - with further detail of the incident that has occurred. The details of this will be saved into a Sharepoint List.

What is is best/easiest way to complete this? Any tips would be helpful! 

Thanks in advance!

Best answer by Garrett

Hey @ItsGavin 

There are some great learning materials on Nintex Automation Cloud (NAC) for beginners. Log into https://learn.nintex.com, select the Catalog tab, and use the Product menu to select Nintex Automation Cloud. 

A summary of what you need to do

  1. Create a new workflow - Start Event Form
  2. Design the Step 1 Form (Drag controls to the form). 
    Apply changes and return to the workflow (You can always return to edit the form)
  3. In the WF Designer. add a “Send an Email” control. 
    In the email body content, add the details from the Start Event form
    This email goes to the Distribution List
  4. In the WF Designer. add a “Assign a task to multiple users” control.
    Design the Task Form (Step 2 Form)- add fields
    This will the Step 2 form to the Reporter to complete the incident details.
  5. In the WF Designer. add a SP Online “Create an item” control.
    Populate the item field with the values from Step 1 and Step 2

Your basic workflow should look something like below

 

Go through the 2 learning material to get a basic understanding of NAC. 
Try to build your workflow. 

 

Hopes that helps

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Garrett
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  • Garrett
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  • 904 replies
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  • June 5, 2023

Hey @ItsGavin 

There are some great learning materials on Nintex Automation Cloud (NAC) for beginners. Log into https://learn.nintex.com, select the Catalog tab, and use the Product menu to select Nintex Automation Cloud. 

A summary of what you need to do

  1. Create a new workflow - Start Event Form
  2. Design the Step 1 Form (Drag controls to the form). 
    Apply changes and return to the workflow (You can always return to edit the form)
  3. In the WF Designer. add a “Send an Email” control. 
    In the email body content, add the details from the Start Event form
    This email goes to the Distribution List
  4. In the WF Designer. add a “Assign a task to multiple users” control.
    Design the Task Form (Step 2 Form)- add fields
    This will the Step 2 form to the Reporter to complete the incident details.
  5. In the WF Designer. add a SP Online “Create an item” control.
    Populate the item field with the values from Step 1 and Step 2

Your basic workflow should look something like below

 

Go through the 2 learning material to get a basic understanding of NAC. 
Try to build your workflow. 

 

Hopes that helps

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