Tigryapa
Canvas Initiate

Storing approval comments and attachment on the nintex form for next approver

Hello, i was wondering if anyone can point me to the right direction. I am building state machine workflow with nintex responsive forms and multi stage approval tasks. The workflow is as follows: 

1.  Create a request with basic information on the form (this kicks off the approval process)

2. Task is created (email is generated) to approve a form with comments and attachments from approver

3. Form is approved/rejected which kicks off another task for another approver to approve or reject with comments. 

 

Is there a way to include the comments and attachments from step 2 (1st approver) onto the form for the second approver to see and review before they approve the form? 

Or is there a way to move the same form through the approval stages with comments and approvals accumulating on the same form? So far I am creating two different forms for two different approval tasks. 

 

I am using Nintex forms for SharePoint (not 365) if this matters. Appreciate anyone's help on this!!

 

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kchaluvadi
Workflow Veteran

Re: Storing approval comments and attachment on the nintex form for next approver

Hi,

Yes, it is doable, follow the below steps:

  • Create a column, "Approver Comments" in your list with multiline text.
  • In the workflow after completion of every task action, an "Update Item" action, and set approver comments as shown below
  • NW-ApproverComments.png
  • Add the "Approver Comments" column to your Nintex form whereever you want to show, make it as "Read-only"

Hope this helps!

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Tigryapa
Canvas Initiate

Re: Storing approval comments and attachment on the nintex form for next approver

Thank you, this worked!

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kchaluvadi
Workflow Veteran

Re: Storing approval comments and attachment on the nintex form for next approver

Glad to know it helped, please mark it as accepted solution so that it is helpful to the community,

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