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Cannot Complete Task When Document is Open

In our Policies and Procedures workflow, we have many reviewers assigned the same Flexi Task.  When a Reviewer is finished reviewing, when they try to complete their task, they receive an error if they have the document open or if it is opened by another Reviewer.  How can this be resolved?  I found the following thread referring to the same issue:  https://community.nintex.com/thread/1354  However, the solution entered there will not work for us.  Reviewers have to actually edit the document, so an attachment to the Task Notification will not work.

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Workflow Hero

Re: Cannot Complete Task When Document is Open

Hi Pam, I had just a couple of questions about your scenario to see if the answers could have any effect on the situation.

  • What version of Office is used to open the documents?
  • What SharePoint of version?
  • Does the library require check out on document edit?
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Workflow Hero

Re: Cannot Complete Task When Document is Open

Hi,

if you're using Nintex Workflow on premises, have you tried to use in the workflow the Wait for check out status change action setted as in the image?

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Workflow Hero

Re: Cannot Complete Task When Document is Open

Did you find a resolution for this ‌?

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