I have 5 different workflows and each have unique tasks being created. I have created a separate custom task list separate from the main list, with categories to identify each item in the task list.
My question is how do I get the 'task controls" in the different workflows to use the "task form" from the custom Task list? Specifically the "notifications" and "actions" that are used by the control.
Solved! Go to Solution.
could you explain it a bit clearer?
I understood it you want to have the same task form in different task actions in different workflows...
did I miss anything?
You could create a new task list for the entire workflow using workflow settings -> TaskList -> Create new and then the assignflexi task would then show your custom columns you need to customize the task form.
So, as a follow-up to my original question, I have 6 workflows associated with 2 lists. This was what I came up with as a solution:
I created 2 lists; the 1st is a regular custom list and the 2nd a Task list.
I have 2 site workflows checking for expiration dates on list items from the main list (1). When the expiration date is within1 week and the other checking for dates expiring within 3 weeks. When the criteria is met, a notification goes out to the group, notifying them the item is expiring in or 3 weeks respectively. The Site workflow creates an item on the (2nd) task list and that new task item is associated with the item on the (1st) main list.
Then from the main list (1st) I created the main form and main workflow. There are intentional extra steps/branches created in this workflow, just to make it easier to understand and decipher for someone looking at it for the first time:
Then, from within the main list (1st) there are subjective tasks depending if they are answered yes or no, in two different sections of the form. Here is a snapshot of one of the workflow associated with those tasks, if answered "No.":
Then I have a workflow associated with the Task List (2nd), for assignee changes:
I have conditional starts for all of these, but essentially, I wanted to share how I created a main list and an associated custom "task" list.