The “User Interaction” category of workflow actions in Nintex Workflow provides extremely useful functionality for human interaction with workflows. These actions handle assigning tasks, prompting for information, and sending alerts to users.
The “Assign To-Do task” workflow action assigns a workflow task and sends a notification to one or more users to complete. The task assignee must perform the task and mark it as complete via a workflow task form before the workflow can continue. The action configuration allows workflow designers to use an existing or create a new content type that inherits from the “Workflow Task” parent content type.
The workflow task form that is generated for the “Assign To-Do Task” action uses the default SharePoint workflow task form, even if you create a new content type via the Nintex user interface. In order to complete the task, a user must change the Status field to “Completed” (see the images below). My experience so far is this process is not very intuitive and often confusing to assignees. And let’s face it, this is a pretty ugly form that also contains several unneeded fields.
SharePoint 2010 task form
SharePoint 2013 task form
Design a Better Form
In this post, I want to share with you how to create an “Assign To-Do Task” workflow task form that the assignee can complete by just clicking a button and that has only relevant fields. In order to accomplish this, we need to create a new content type via the “Request Data” workflow action that we can use in the “Assign To-Do Task” workflow action. So let’s get started!
Follow these steps if you would like to edit the “Complete To Do Task” content type you just created.
This solution applies to both the Nintex Workflow 2010 and 2013 versions.
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