I have specific requirement for upcoming project. There will be three buttons on SharePoint 2013. First button is for new form, second button for reenter/revise data earlier user submitted and third button will be for actualize/finalize data. So my main problem is how i pull data from first form they submitted and they can edit their data when they click revise data button.
Any help would be appreciate it.
Hi Sahil Patel,
It looks like you just need one list with a Nintex form containing 3 possible buttons:
So this are NOT the buttons you mentioned!
For the buttons you mentioned:
Button 1 should redirect to the newform.
Button 2 and 3 should redirect to the editform.
I imagine you also need some workflow to act on the button clicked (ii or iii), like setting permissions. If this is the case, make sure button iii also updates a column on the list so the workflow knows button iii was clicked and then act upon it.
You can make button iii not available on a new form with a formatting rule.
Hi Rick Bakker,
Thanks for your quick reply.
Here are some more details so you can under stand whole scenario.
There will three custom button on SharePoint page.
2. Revise form
3. Actualize/finalize form
For i button users can enter data on form and submit and in workflow all data goes to sql server DBA.
For ii button in case users wants to revise their data earlier submitted then they can edit their data and submit it again all data goes to sql server DBA.
For iii button its for end of year so users can edit data again and submit it again all data goes to sql server DBA last time.
So i am struggling at ii and iii button, when users click ii button and only can see their on data and they can edit if they want and submit.
Aha. The data is not added to SharePoint but into a database (and should also be retrieved from it). That is indeed another scenario. Databases/SQL is not really my area of expertise anymore, so I am afraid I cannot help you with that.
What I can tell you is that the Enterprise license is needed for the control 'SQL Request' which I expect you to need.
Yes i do have enterprise license.
My biggest concern is how i redirect users with custom button in edit mode(I don't want them to go in SharePoint list and edit). In edit mode i can use SharePoint data and i am not worried about SQL database right now.
How will you handle the scenario where user has multiple items that are not finalized .New button will create new item but reenter/revise data earlier user submitted can have multiple items. What I feel is
Not sure if this completely satisfies your scenario. What I generally do is have a list view web part such as following.
New Form link which takes you the default new item list form
View Forms which takes to a list view filtered by forms created by me
This way people can easily create new form or go back to a previously saved/submitted forms.
You could potentially add a link called Finalise Forms which takes you to a form which has a form status of "Ready to be finalised" or something like that
Here is whole scenario,
so when users click on new form they will lend on this form
and when user click on revise form they will lend on edit form like this,
How i target specific user on revise/finalize form so they can only edit their own form earlier they submitted.
I am quite new with SharePoint and nintex so i am struggling on this part.
Any details answers would be appreciated.
Hi Sahil Patel,
This is actually a nice use case.
So what you want are personalized buttons: The form show when clicking on a button depends on the user who clicks on the button (in case of 'Revise Form' and 'Finalize Form').
What comes into my mind is the following solution:
I would love to hear which solution you have finally made.
Thanks you so much Rick.
Now I get an idea what to do. And Yes i am familiar with java script.
I agreed on it would be better to to have 2 buttons on the page.
I will let you know once i implement the solution.
Thanks once again.