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Dealing with attachments in "Assign a task" step

The general idea of my form/workflow is that the initiator supposed to fill the part of the form, attach files and send for approval. People in the approval process will be filling the missing part of the forms and view/edit the attached files.

The problem lies in attachments: how can I make the approval to see them? So far I can see two solutions, neither of them is good:

1. Attach the file to the list and send in separate email

2016-05-25 11_22_09-Nintex Workflow for Office 365 - Internet Explorer.png

For strange reasons "Assign a task" block doesn't allow to send attachments, the {Attachments} property that you can add to the email only check do the files exist (so it returns "true" of "false"). In any case this works but:

a) approvers will be getting 2 emails,

b) it creates multiple versions of same file, which can cause problems.

2. Add hyperlink to the files in original form.

Simply: put a single line field and ask the initiator to first upload file to the file repository, then click on the ellipsis, get the link and paste it to the form

2016-05-25 11_26_57-Documents - All Documents - Internet Explorer.png

While it solves the problem with multiple files, it is not very nice for the initiator, especially since our policy is to try using Nintex Mobile as an GUI for interaction with lists.

Perfect solution would involve parts from #1 and #2 : Easy upload of the files and then putting them as hyperlinks in the approval form (I've seen few solutions that work with Sharepoint on-premises (Getting Started: collect task attachments in li... | Nintex Community ) but won't work in O365 environment.). Is it possible to do so?

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17 Replies
olampl11
Nintex Newbie

Re: Dealing with attachments in "Assign a task" step

Hello,

maybe it is also an solution if you insert the Links of the document's into the mail body.

I think it is a good behavior that the task action doesn't allows to add attachments. Just think about what happens if more the one person was informed by an task.

Maybe you could create an parallel path, as soon as you get an Task ID from the Task, you could add the Dokuments as Related Items to the task.

regards

Oliver

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Not applicable

Re: Dealing with attachments in "Assign a task" step

Was this helpful, Kristof Wojcik​?  Any update?

Thanks!

Frank

Your community manager

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Not applicable

Re: Dealing with attachments in "Assign a task" step

Sadly no - Nintex simply doesn't seem to provide good functionality for this problem: its either easy upload and then difficult share or difficult upload and easy share. The closest thing I came to is sending link to the original form which allows to see the attachments.

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Automation Master
Automation Master

Re: Dealing with attachments in "Assign a task" step

‌ would you like us to mark your own response as correct to close this one out?

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nsaiki
Nintex Newbie

Re: Dealing with attachments in "Assign a task" step

Hello,

I would like to know if any updates on this question.

I also want to include Initiator's attachment on task form (not on Email Notification sent to Approver), but cannot find a way... :-(

Thank you,

-Naoko

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Automation Master
Automation Master

Re: Dealing with attachments in "Assign a task" step

There is unfortunately no change in this functionality. You're still unable to attach files to mails sent by any of the "task assignment" actions.

regards,

Tomasz

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loeloe
Nintex Newbie

Re: Dealing with attachments in "Assign a task" step

Good day,

Any update on this issue because i have the same problem and would use any solution via in the Email /Form to fix this please.

I am doing an Approval Form and the Approvers need to see the Attachments.

many thanks

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Automation Master
Automation Master

Re: Dealing with attachments in "Assign a task" step

Nope, only workaround.

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loeloe
Nintex Newbie

Re: Dealing with attachments in "Assign a task" step

Thanks Tomasz, but how will i achieve this:as (per Kristof's mail)

The closest thing I came to is sending link to the original form which allows to see the attachments.

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