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tapologo
Nintex Newbie

Attachments

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I have several workflows in our environment that support different business processes, and almost all of them require attachments! But i have come to notice that working with attachments on Nintex is quite stressful and very frustrating, and from the articles/discussions I have read so far it seems like its the same story with most developers. And Nintex is not really doing anything to improve on this functionality!

One example of this is the ability to pass attachments from one approver to the next, or carry initiator's attachments to the next approver task without having to implement web-services with complex XML code!

One other common requirement is the ability to remove old attachments and add new one when a task is returned to the originator/initiator to revise!

For scenario 1 above, I have a custom solution of displaying the attachment URLs on the next approvers task (Not using web services!), but scenario 2 is quite complicated!

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Automation Master
Automation Master

Re: Attachments

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have a look here how I overcame problems with attachments (and several other problems)

May Mission - Universal task form

regarding adding/deleting attachments, the best practice is to keep attachments just on list items and do not add them to tasks (task list items). that way if a 'task is returned' back to initiator, he/she can freely update his/her own list item, including attachments (Note you do not in fact return the task itself but rather just not approve original item's content. initiator should get assigned new task to do corrections)

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tapologo
Nintex Newbie

Re: Attachments

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Thanks Marian Hatala​ for your response. I read your article, but i don't think it fully addresses the requirement i have from my users, or maybe I didn't understand that part. Please clarify.

How would an initiator update attachments? I know its fairly straightforward to update any other list column but attachments.

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Automation Master
Automation Master

Re: Attachments

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initiator has to open list item in edit mode/form.

there, apart from links of already attached documents, he should see 'Delete' and 'Add Attachment' links (of course, if you haven't configured the control not to provide them)

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tapologo
Nintex Newbie

Re: Attachments

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The problem with this is that the user has to go to the list, look for the item, select it and click Edit Item.

It would be nice if i could have the item edit form within a task (initiator revise)

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Automation Master
Automation Master

Re: Attachments

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as I have mentioned in the document, below the comment field there is direct link to item's edit form.

so it's just one simple click

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tapologo
Nintex Newbie

Re: Attachments

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Oh i missed that part. I think your solution will save me all the headache and resolve my problem. But i still don't get how you included that link to the edit form. Is it a Nintex built in reference or it's something you configured yourself?

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Automation Master
Automation Master

Re: Attachments

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it's not provided OOTB by nintex, but you can easily build it on your own.

nintex provides 'Item URL' reference what's in fact link to  item's display form. to open item's edit form, following do the trick

fn-Replace(Item URL ,"DispForm","EditForm")

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