I hope someone can help me figure out how to create a form that is initiated from a document that knows the document's columns.
I want the user to click a 'Feedback' button from the action menu (three dots next to document) to launch a form. The form should then autofill the document name it was initiated from and have the other document columns filled in, such as "process owner". Upon clicking 'Save', an email is generated to the process owner.
That's it. A form that is initiated from a document that knows the document's columns.
Really appreciate if someone from Nintex could advise if this is possible and how I could go about implementing this using Nintex Forms and Workflow for SharePoint 2013 Enterprise (on-prem).
Solved! Go to Solution.
Follow the below steps:
Hope this helps your requirement.