I’m new to Nintex, I have a task that will go through (4) employees in order to be completed using State machine, and each has a comment box.
Also, in some cases they will need to return the task to initiator to edit (or correct the data in the form). My question is how can I keep the comments for each one and make it available for other to see.
For example: manager 1 approve the task and write a comment, the task go to manager 2, he should be able to see manger 1 comment and also be able to comment. Manager 3 can see pervious managers comments and so on.
I hope that you understand my question.
Thanks in advance.
I've done this a lot. In the task action, there is a place to store the id of the task that was created.
I then use that ID to get the ApproverComments from the task.
I then write that variable to an append-only multi-line field in the list.
What I end up with is this.
It is important to remember that the name will be the name of the workflow initiator. There is no way around this because all actions in the workflow are running as the initiator.
I hope this helps.
@Yasser , @ethurber since you're using Task ID and Approver's comment from your Workflow Task list, why don't you also get the value from Assigned To field of your Workflow Task list? If you want the Approver's name is specific format then using Set Variables you can get the First and Last names too.
Also, if you click "Insert Reference" and go to Common, you do have Last Task Respondent Display Name and Approver Comments.
Create a workflow variable for comments, in your flexitask connect your comments sections to the variable if you wish to show it to the submitter send it by mail or create a column in the list and set it equal to the variable after it is rejected for correction, there is a more complex way of doing this which is currently what i am using
let me know if you are interested so i can share it with you
@BigBlockChevy ...could you please elaborate more on "in your flexitask connect your comments sections to the variable" part? I don't think I've seen an option to capture the comments !!! The only options I've seen are to make comments required or optional for each outcome and to capture the outcome.
Also, in my proposal, one needs to save the information in a variable and then use it or they can use it directly in an update item using workflow context as an option.
The way i capture comments is by creating a workflow variable of type multiline text, then when editing the flexi task i add a multilline texbox and in the 'connected to' drop down i select the variable i created then i insert the variable data onto the column of my choice in the workflow
for validation of that text box i use java script to get value of the decision and at the same time if the mulitline text box is empty and the value of the decision is equal to rejected it will ask the user to enter reasons for rejection in the comments box (i don't use the out of the box validation on flexi task)
let me know if you need me to walk you through this
Thank you all!
@BigBlockChevy how to set the column in the list to the variable?
and should I update the form for employe B to show the pervious comment of employe A for example?
knowing that I use nintex form and not the default.
I have cases that go through many employees and each will have to comment and give their opinions.
So I need the perfect way to do that.
ok brother this is going to be a long write up so read it carefully:
this might be difficult to comprehend at first but you have to read it carefully and try to do it a couple of times until you can implement it successfully
best of luck and let me know if you need help