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rinu
Nintex Newbie

Save the form without starting the workflow

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Hi Guys,

My forms are pretty  big, I would like to provide an option to save the file if the user is not compleated or wanted to come back to and double check before submitting.

is there any feature in nintex which allows us to do that ?

Regards

Kannan

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13 Replies
cassymfreeman
Nintex Newbie

Re: Save the form without starting the workflow

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This week a new feature was released for Nintex Forms - you can read about it in this blog post - I think it should be what you are after (note it only bypasses validation on the form, not in the list > so best to make the validation on the form and make all columns optional in your list if you want to utilise this feature).

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rickbakker
Nintex Newbie

Re: Save the form without starting the workflow

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Hi Kannan,

Please note that this new feature Cassy refers to is for Nintex Forms on-premise only.

I am also not sure if the new feature will completely be what you are looking for because you mention 'wanted to come back'. An option (there are more) for you might be the following:

- Add a checkbox just above the save button with a text like 'Confirm that this form is complete and the workflow can be started'.

- Connect the checkbox to a yesy/no field on the SharePoint list.

- Let the workflow only start when the checkbox is checked (the field has a value of 'Yes').

Cheers,

Rick

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rinu
Nintex Newbie

Re: Save the form without starting the workflow

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Hi Rick/Cassy ,

Thanks for the reply. @Rick Bakker. As i understood the workflow normally starts when an item is created, modified or manually started. is this some feature that Nintex has ?

Regards

Kannan

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praios81
Nintex Newbie

Re: Save the form without starting the workflow

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Still not sure if we're talking about on prem or Office 365 but in on prem you have the following start options:

- manually

- when item is created,

- when item is modiefied,

- conditional when Item is created/modified AND certain conditions are met

Last one was the best shot for "save and continue" until the new feature came last week.

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rinu
Nintex Newbie

Re: Save the form without starting the workflow

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This Question is regarding office 365 Enrico.

but it would be interesting to know about "conditional when Item is created/modified AND certain conditions are met"

I didn't know that it was possible.

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rickbakker
Nintex Newbie

Re: Save the form without starting the workflow

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Hi Kannan,

In Office 365, there is no conditional start option. The best option you then have is the filter action:

Filter action

It is not that good as the conditional start because the workflow actually does start, but when you place the filter action as first action in the workflow (and configure it correctly) it will only proceed when the condition is met (checkbox is checked),.

Cheers,

Rick

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hassepflug
Nintex Newbie

Re: Save the form without starting the workflow

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Fine solution, thanks
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rinu
Nintex Newbie

Re: Save the form without starting the workflow

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Hi Cassy,

This is a good feature to have for office 365.

Regards

Kannan

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TomaszPoszytek
Nintex Newbie

Re: Save the form without starting the workflow

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If this question is related to O365 I'm moving it to the right forum

Kannan if any from the answers above helped you please mark one of your choice as "Correct", so that other users will know it is the solution.

Regards, 

Tomasz

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