I need to change the status of a field upon submitting form based on multiple choice filed.
when an employee submits the form , the status should be "Manager", and when the Line manager approves the status should change to "Department Head" and so on.
1)I tried calculated field may not be the right way to go for the above scenario ( correct me if I am wrong).
2)I am currently making use of "Set field in current item" which gives me allsorts of problems I am using "Wait for Event in List Item" and the event fires when the item is set . I created some conditions to make it work.
now upon submit I need to create a condition.
how do I do that? can you provide some sample code?
Solved! Go to Solution.
In my opinion number 2 is actually the most realistic/best approach. Your workflow will be controlling the flow of logic, which should determine the stage/status, so using the set field or update item action within the workflow makes sense, and is a very common approach. The only way I could see a more client side approach being the right way would be if there were no workflow controlling the business logic.
Thanks for reply. As I mentioned before that is how I did it. I faced some problems with regards to the "Wait for Event in List Item". I soon as I set some values using the workflow it fires. I have made some changes to the workflow and made it work though and I am not sure it is the best practice. I have attached the workflow.
I would like to request for considering an action rule similar to that of InfoPath. Because for most of us who looks for an alternative for InfoPath (which is almost a non coding solution) and for those with a non programming background this will be beneficial.
Hope this helps
Thanks for looking into it.
1)I've seen that you don't assign any task to approve/reject the request instead you wait for an approver to change the correct field in the list item, is that correct?
yes it is, I had been working with InfoPath for sometime now and got into the habit of looking at things in its perspective.
2)In the approval task form, you can display fields from the list item and you can build a form that exactly looks like the one for the list item.
When I played around with the task as advised, I got to know that you can show the details from the list directly into the Task mail (was a bit messy with the alignment and all). There is a related item link with the title of the current item field when clicked will be able to edit the fields. Once done we can go ahead and approve/reject the task by clicking the task title in the email. is this how it normally works. I am a trial with nintex is it how it normally works ?
The disadvantage of the above method I have to go and fill/edit each form separately (both task and list forms).May be this is a stupid question, is there any way edit both at once?
You can edit the "Assign a task" action in the Nintex Workflow designer and in the ribbon there's a "Edit Task Form" button. Once you click on this button, you can arrange fields as you like and you can also configure the list item's fields to be editable so that they can be modified in the approval task form. To do that, select one of the list item's field, then click on "Control Settings" in the ribbon, then in "Advanced" tab, select "Edit" in the "Control Mode" field.
Normally, you should only go to the task form to edit the item properties (if necessary) and approve/reject the task.
If the links in the email sent when a task is assigned are not clear, you can edit the body of this email in the Nintex Workflow designer, "Assign a task" action configuration screen and in "Initial email options" tab.
Hope this helps
now upon submit it checks the ClientLineManagerApproval if true and change the "status" to "LineManager" and so on,