ganaoil
Nintex Observer

How to get SharePoint list data added to flexi task

I have SharePoint list with all the information required for approval.  The workflow is a sequence of flexi tasks to get approval from different departments.  I want the flexi task to look like the actual list (form was created using infoPath) with all the information to approve it.  When i Edit the task form using infoPath, i don't see any information related to the list item.  How can i get the List data so i can add it to the Flexi task?  Your help is greatly appreciated!

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SimonMuntz
Nintex Employee
Nintex Employee

Re: How to get SharePoint list data added to flexi task

Hi,

Not sure how this is done with InfoPath but it can be done out of the box with a Nintex form.
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ganaoil
Nintex Observer

Re: How to get SharePoint list data added to flexi task

Hi @SimonMuntz.  Thank you for your response, can you please share how it's done in Nintex form.  Thank you.

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gman
Process Pupil

Re: How to get SharePoint list data added to flexi task

ganaoil,

 

If I'm understanding your issue correctly, you're wanting to display the item info along with the flexitask form that the user sees when they click on the task link. By default, the task will look for a list view named "Workflow Task View". Whatever columns are assigned to this view (created in the list where the task workflow is running from), those fields will be displayed underneath the task fields shown in your image.

 

Hope this help.

Gman

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ganaoil
Nintex Observer

Re: How to get SharePoint list data added to flexi task

Hi @gman.  Thank you for your response.  I agree, without modifying the task view it will display all the list related fields.  But the way the list was created, certain fields are only relevant depending on the type of request being entered.  That is the reason why i want to modify the task form.  But when i tried using infoPath only the task related fields are available.  I can add the secondary connection to the SharePoint list but i cannot get the "ID" to select the related list item.

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gman
Process Pupil

Re: How to get SharePoint list data added to flexi task

ganaoil,

 

I see two possibilities here. 1) Every workflow task is associated automatically to the item from which it was created. You should be able to grab the URL parameter for the ID from the tasks URL. Here what it will look like in the URL: &ID=NNN - where NNN is the item's ID. From there you should be able to apply logic in your form.

 

2) A second method, which we've used successfully for years in order to bypass InfoPath and the limitations of SP2013-19, is to utilize KwizCom's Form Tools. These are logic-based tools that give me full control over what fields are displayed under what conditions. They're also integrated into the list settings, so no additional form editor is needed.

 

Good luck, either way.

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