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Captains Log. Star date 2018....

Workflow Hero
2 0 148

Hello!
 

In my job I’m doing lots of bits and pieces, tweaks enhancements etc to SharePoint solutions I've built using Nintex forms and workflows among other things. I thought to myself I should record the things I do in a central place rather than them getting lost in various emails, tickets, thoughts, phone calls etc.! I started with a simple excel spreadsheet but then thought, why not create a sharepoint list and basic form that I can quickly add to…

Why would I use it? To log things in case changes I make break later down the line, weekly meetings, to show what I'm doing \ done to my manager and for my Appraisal perhaps. It evolved a bit as well from my original idea. I added a status field allowing me to tag items as in progress, that I can complete or add comments to at a later date. The workflow updates the item with comments and closing date. It's also been shared with everyone and a simple page created to show todo and completed items.

 For reporting I've connected it to excel. My favourite simple and quick reporting method for all things SharePoint.


So this is a really simple solution using a basic list with a Nintex Form and Workflow attached. The buttons on the form control what the workflow will do.

List, Form and Workflow attached...

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