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Customize Workflow Edit Form Task Approval Screen

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When creating a FlexiTask I often use the default email tag(s) "Click here to respond to task" which of course takes the Approver to a gray Approval Task Screen which I know can be somewhat customized (what fields display) through the Workflow Task view. However, is there a way to customize this screen further? For example, the customer says that the text is too light on this page (this may be due to the branding that is applied to the SharePoint site, not sure).

 

Another thing is that customers like the Flexitask and its ease of Approve or Deny (etc), but they usually prefer to see the form itself rather than the list of fields at the bottom (this is a list form btw) that are the default on this view. It would be FANTASTIC if there were a way to display the FORM itself at the bottom of the Flexitask Approval screen rather than just the list of fields. I realize that this is probably asking a lot but it's the Graphic Designer meets the I.T. girl in me.

 

Here is an example of what I'm talking about as far as the OOTB screen:

 

9-23-2014 1-33-10 PM.jpg

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Workflow Hero

Re: Customize Workflow Edit Form Task Approval Screen

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With Nintex Forms installed,

  1. Edit the Workflow
  2. Configure the Task action
  3. In the ribbon, you should see Edit Task From, select it then choose Nintex Forms
  4. From the designer you can select the list query control, which is the bottom section, and delete it.
  5. Publish the form
  6. Publish the workflow

 

So now any time a user interacts with that task in the workflow, they will see the new Nintex Form

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Re: Customize Workflow Edit Form Task Approval Screen

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Andrew,

If this solution works you are going to get a GOLD STAR for the day! Will keep you posted.

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Re: Customize Workflow Edit Form Task Approval Screen

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Andrew,

I only quickly glanced your response at first. When I went back to go through the steps I noticed that you wrote, "With Nintex Forms installed." We do not have Nintex Forms (my bad for not listing my working environment). I am on SharePoint 2010 using an InfoPath 2010 Form on a list and Nintex Workflow 2010.

Any other ideas?

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Re: Customize Workflow Edit Form Task Approval Screen

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Forgot to mention that I am on SharePoint 2010 using an InfoPath 2010 Form on a list and Nintex Workflow 2010.

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Workflow Hero

Re: Customize Workflow Edit Form Task Approval Screen

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Within Nintex workflow you are also able to edit the task form with Infopath. It would be a similar experience with these small changes. Have you tried editing it in Infopath? Use the same menu options

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Workflow Hero

Re: Customize Workflow Edit Form Task Approval Screen

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There is a feature to activate to allow this, also

It would be section 3.6 in the Nintex Workflow Help Files for more information.

Let me know what you see

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Re: Customize Workflow Edit Form Task Approval Screen

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Andrew,

I read through this and right away, again, hit a dead stop. When it says

"Server requirements

 The server must have Microsoft SharePoint Server 2010 installed

 Clients must have Microsoft InfoPath 2010 installed."

Does that mean that the End User has to have InfoPath installed on their

machine? As the developer, I have it, but user fill the form out in a web

browser.

On Tue, Sep 23, 2014 at 3:24 PM, andrewg@intellinet.com <

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Workflow Hero

Re: Customize Workflow Edit Form Task Approval Screen

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They do not have to have the full version, but the form filler. I believe that is included in every version of Office. There also is a way they can complete it in the browser, but I'm forgetting a detail about it

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Re: Customize Workflow Edit Form Task Approval Screen

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Well, I'm positive that I have to use the Web Browser version of the form,

so if you come across additional info or remember the details, please

share. Thanks for your help.

On Tue, Sep 23, 2014 at 3:52 PM, andrewg@intellinet.com <

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