I am very new to Nintex and whatever help I receive I will be much appreciated, and I have done mush research on how I could do this, but to no avail.
This is for an approval task where the grid below is what the approver needs to see in the email notification. The email notification will allow the approver to see previous projects in his/her department, with the values that were assigned to them and have the ability to enter a new value, which populates to the list, and by doing that approves the task. If the approver rejects, an email goes to the initiator and the workflow ends, and if it is approved it sends an email notification to the project manager who will see the value in the new project request. See workflow screenshot below.
Is this possible and how can it be done, and how can I set up and configure the work flow action(s)? I suggested to the person who is requesting this, to go through the task approval, which the item properties are already there, but the person wants the manager to complete all his/her tasks through the email notification.
Value (Approver needs to enter here between 1-10)
|Project Name (existing ones from list)||New Project displays here (that the workflow kick-off)|
|(Approver will input a value between 1-10)||Project 4 (new)|
This is how I have the workflow set up so far:
I'm afraid that what you want to achieve is not possible. You can complete tasks by using Nintex "LazyApproval" functionality but updating the list directly by responding to the task notification is not possible by default.
I can only think of providing a document library with email-receiving functionality and send the mails back to that library and afterwards start another process (or rather an event receiver) to update your list and do all the other stuff you want. But this would require a lot of customizing and programming.
what you could do is that you place list view control on the form to show old projects.
then you can add one line of controls to type values for new project in manually.
Hi Philipp, wouldn't be great to have that grid in a flexi task, but I it's not worth all the trouble. I think from Marian Hatala's suggestion using the list view control might be a great work around. I tried it and it's not working, but I need to try a few more things before I reach out for help.
Thank you so much!
I think this will be great work around for what the user is requesting. I need to play with it little more and if I need help I will reach out to you.
From what I understood the requirement was to do all that just with the task notification and the response mail. But if your customer is fine with going to the task form, marians suggestion should just be fine.
Yes you understood the requirement, and your input is very valuable, which I let my customer know...and that they would have to settle with the work around.
Thank you again for your assistance!