jboots77
Design Dabbler

Using one people picker field in multiple different panels

Hello all,

 

I have a people picker field on my Nintex form called 'Delegate Participant'. This field shows up on my form 10 different times in different participants panels incase they want to delegate before sending to the next participant.

 

The idea is to use the 'Delegate Participant' field on the form as a place holder for the Participant 1-10 to pick a Delegate participant if they need/ want before sending it to the next participant.

 

To best explain I will go through a scenario -

 

So initiator adds Participant 1, Participant 2 and Participant 3

 

Participant 1 opens the form and clicks 'Delegate' in the P1 choice field. This makes the 'Delegate Participant' field visible. 'Participant 1' then chooses someone as the 'Delegate Participant' and sends.

 

The workflow that is triggered will then make 'Delegate Participant' as 'Participant 2'... 'Participant 2' as 'Participant 3' and 'Participant 3' as 'Participant 4' and so on. 

 

My issue is when I try to do this I run into troubles where the delegate participant isn't being copied over to the next participant field.

 

I've already checked the community and the closest thing I could find is this - Solved: Same Fields on different panels in Nintex - Nintex Community - The solution for this worked when only p1 delegated but if P1 delegated and then P2 delegated as well then p2 delegation value wouldn't appear in p3.

 

If anyone as any ideas at all on how I could possibly get this going that would be greatly appreciated

 

I can also provide screenshots if needed.

0 Kudos
Reply
2 Replies
kunalpatel
Automation Master
Automation Master

Re: Using one people picker field in multiple different panels

@jboots77 why to go through all these hassles? If P1 wants to delegate the task, then give them the option to delegate their task instead of updating on the form. You can always put the logic to get the information who responded to the task, what was the outcome and what was the comments. Use that and update the form via workflow.

0 Kudos
Reply
jboots77
Design Dabbler

Re: Using one people picker field in multiple different panels

@kunalpatel thanks for the reply, but I have a couple issues with your solution.

 

1. I should have stipulated that I'm not using tasks. This is because I'm using group mailboxes as well in a list look up drop down that people can use to delegate to as well. When using group mailboxes and tasks, SharePoint expects those group mailboxes to be the ones answering the task when they're assigned it(not the people who has access to the positional mailbox). The only way around this is a 'Request data' action. Which I had used before to built this but my employer didn't like the fact that the tasks created their own URL and item. They found it rather confusing.

 

2. The request from my employer is if someone chooses to delegate they are really choosing to ask a question to someone else besides the next participant already in P2 slot and then receive the answer back.

So if P1 chooses delegates... P2 value moves to P4 value... P1's Delegate Value becomes the new P2 value... P1 value becomes P3 value...

0 Kudos
Reply