shuttjo
Scholar

Nintex Form Help - No Workflow

I have created a time off form (I do not have workflow access as of yet) and need to grant a specific person (manager) access to approve/deny the requests after it ha been submitted. I have tried current user != "Manager Name" then selected disable. Not sure what I am doing wrong. Please help.

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tapologo
Apprentice

Re: Nintex Form Help - No Workflow

What do you mean when you say you don't have workflow access yet? You need to build the workflow for approval. You cannot achieve this with a form alone

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shuttjo
Scholar

Re: Nintex Form Help - No Workflow

I have built a separate workflow within the sharepoint calendar. All I am trying to achieve in the form is to make the approve/deny radio buttons only accessible by the manager of that group.

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tapologo
Apprentice

Re: Nintex Form Help - No Workflow

Check what current user returns and compare it with the string 'Manager Name'. It could be that the strings do not match. Current User is probably returning a value of format:

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shuttjo
Scholar

Re: Nintex Form Help - No Workflow

I tried using that that format too. How would I write out it out. Maybe I am doing that piece incorrectly.

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tapologo
Apprentice

Re: Nintex Form Help - No Workflow

Does the Manager Name change or its a hard coded value that is always the same?

If it doesn't change you can try extracting the current user's username, then comparing it with the Manager's username. So basically you do the following;

  1. Create a form variable (name: CurrentUserUsername) of type string and formula: userProfileLookup(Current User,"Username")
  2. Create a formatting rule on the control that you want to hide: CurrentUserUsername != 'ManagerUsername'

This works, but there's probably an easier and shorter way of achieving this result.

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shuttjo
Scholar

Re: Nintex Form Help - No Workflow

I will give it a shot. Thanks for the suggestions.

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