cancel
Showing results for 
Search instead for 
Did you mean: 
Workflow Hero

Requested to create a workflow that starts by choosing from a multi-selection field and then create a task for each of the selected

I have no idea where to start. The ask is to create a tracking log where someone does something, selects from a multi selection lookup column and then a task process is started and assigned to each of those selected from that lookup field. They review something (externally) come back to the list, add their initials and date and the task then goes to another participant where they can do the same and also make comments/notes about what they did and then the task goes back to the first groups. No documents are created. This basically a tracking process with comments based off a multiple selection lookup field. I'm by no means an expert with any of this.

0 Kudos
Reply
1 Reply
Workflow Hero

Re: Requested to create a workflow that starts by choosing from a multi-selection field and then create a task for each of the selected

Hi Shery,

You may want to look at the following features (in rough order)

  • List Workflow published to the list where these list items exist
  • Start a Task Process - This will allow you to assign a task to multiple people (or one task per person selected if you want)
  • Task Form - Use Nintex Task forms if you need a little more power for the task form you assign to users. This is in the ribbon of the Start a Task Process action.
  • State Machine - Using State Machine you can have a workflow that moves in a non-linear way, e.g. you can have your two review phases go round in a circle if you need, or exit the workflow if you are done

Hope this helps

Callum

Accept as Solution Reply