I need to create a solution to collect documents. Request is as follows:
Team A loads items in a list. Each ítem needs to be attached a document. Ítem state is "Request"
Team B attached a document to each ítem. Ítem state is "Attached"
Team A can revises if attached document. Ítem state is "Closed"
Team A maintains the list. Team B should only be allowed to attach documents to list ítems, but not change the rest of the ítem. Is that possible?
You can disable panel controls by a sharepoint group, if you can set TeamB in a SharePoint group and set rules in the panel with all the fields except the attachment control.
Hi Guillermo J,
This scenario is surely doable. All you need to do it , put all the controls which will be filled only by TEAM A under 1 panel control and assign Nintex Forms Rules to that panel control. So that , When Team B person open the form , he could either see as disabled or cannot see at all.Please check this .
Bashya Rajan A
Thank you Sojan and Bashya.
As per your reply, I understand the way to go is via use of forms. Currently I have Nintex Worflow but not Nintex Forms.
Please let me know if the following is possible/correct:
Appreciate your help.
Here is my suggestion. Store the documents in a document library, rather than attachments to the list. In the document library, have a column that is a lookup to the list. So team A would create the list item, and then go to the document library to add the document, and select that item from the lookup column. Team B can also add documents to the document library and select the item from the lookup. Then change the permissions on the list so that only Team A can edit. You can then add a workflow to the document library to update your status on your list item as you need.