Is there any way to combine the task edit form and the item edit form onto one form? In my workflow, the item needs to be reviewed and corrected by someone before it can be sent to others for approval. Rather than adding a link to the item edit form at the bottom of the task edit form, I wanted to just have the user scroll down to fix anything that needs fixing before clicking "OK" to make the workflow resume. I'm concerned that if I just add a link to the item at the bottom of the task edit form, the user will forget that he/she needs to revisit the task form to click "OK". This will cause an unfortunate delay in the workflow. This is what the first portion of my workflow looks like:
This is what my task edit form looks like:
I added the item edit form to my task edit form by doing an export from the item form itself. Unfortunately, any changes that are made to the data in the item form section are not saved back to the item. Is there any way around this? Any help is appreciated!
I added the item edit form to my task edit form by doing an export from the item form itself. Unfortunately, any changes that are made to the data in the item form section are not saved back to the item
this should definitelly work. that's typical approach how to duplicate item form layout into task form layout.
check whether controls are correctly connected to respective item fields.
what task action have you used?
only difference to your requirement is that I do not allow to edit item fields directly in task form.
this is IMHO clearer approach. it makes users to consider differences between task and item. as well they are not given two sets of submit/cancel buttons so they are not confused which one use in what circumstances.
but if you like, you can open item's edit form in page viewer and I think it should work.
fine if you're satisfied with approach of having all the item controls directly on task form.
keep posting if you revert to idea of page viewer, I may try to assist you.
When I try to hide the Page Viewer control using Rules, the page never finishes loading (I get a "please wait" dialog box that never goes away).
I assume you have meant to hide a control within a page shown inside page viewer, not hiding page viewer control itself...