I am quite new to Nintex and trying to build my first workflow. I hope you can help me.
My workflow should do the following:
-the user fills out a form with various data and attach one or mutliple documents
-The data and the documents must be reviewed by the supervisor of the user (who should not be able to alter data, only add a comment, if he rejects)
-If he rejects, the data and documents should 'go back' to the creator, who can alter the data, see the documents (but must not be able to change or attach new documents)
-If the supervisor approves, the data and documents should be stored in a list or library in a way, that it can easily be reviewed but not changed (neither by the user, nor by the supervisor)
I tried to do different approches, but nothing worked:
a) Generate a list with fields for the data, build an item form and let the user attach the documents to the form. Used a workflow, which starts at item creation and uses a flexi task to ask for approval/rejection. In this version I had the following problems:
- How can the supervisor see the attached documents?
- Where are the documents stored, so that I could later review them?
b) Generate a library with fields for the data. Use an item form to ask for the data. Then use a workflow to do permissions like in a). In this version I had the following problems:
- How can the user add mutliple documents?
- How can the supervisor see the document(s)?
In both cases I wanted to copy the data in another list or library at the end of the workflow, where the users and supervisors have read only. I am also not sure, if this is possible / the best method.
For your info: I can not use web services, since they are disabled because of company IT safety rules.
Thanky you for the tip. Our company booked weekly calls with an external partner. They gave me some advice, but I could not get it to work. Everytime I get stuck, I have to wait 1 week to get some advice and I can not make any progress in that time. That's why I asked for help here.
Btw.: I don't know why the topic is in Nintex for Salseforce, it should be in Nintex for Sharepoint. I guess I misclicked. If a moderator reads this, please move the topic to the correct forum.