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igorsp
Nintex Newbie

How to capture task outcomes and comments?

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Hello,

 

I have a multi level approval process with one or two approvers on each level. They both need to approve the level to continue. What would be the best approach to capture the task outcomes, dates and rejection comments (required) and save it with the item?

 

Thanks!

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mapeacock
Nintex Newbie

Re: How to capture task outcomes and comments?

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Hi Igor,

My approach is that I include a section at the bottom of the forms that contains all the comment History. At each of the relevant tasks, I populate the comments into a comment history variable (multi-line text). This allows me to build up the comment history in a format that I prefer. You can then also store this in a List column if desired too.

There is, by default some common references built in - "All Approver Comments" and "All Approver Comments (HTML)", which you could also use. I just prefer to format the entries the way I want.

Cheers,

Mark

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igorsp
Nintex Newbie

Re: How to capture task outcomes and comments?

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Thanks Mark for the idea but in this case I need to capture the outcome and post it next to the approvers name. I found a possible solution and I ma testing it now:

Nintex Flexi Task – Approval by all users & capture individual comments | My Learnings

Thanks,

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Re: How to capture task outcomes and comments?

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First off, I do NOT use approval comments. It's a blob of an unstructured field that is really tricky to make useful in extended workflows.

Here's what I do for this kind of use case:

  • If I know I have a pre-determined series of approval steps (User A approves and User B approves) then I create Workflow variables (m.text) for each of them to enter their comments.
  • I then use Assign Flexi-Task with the outcomes I desire, including the rejection. Note - there is a challenge here in that I likely require comments. There are a few ways to go around this. You can either make the comments field required or check that the field isn't empty - if it is then reassign them a task to complete comments. If you want it idiot-proofed use State Machine to infinitely task them until they fill comments out. However, given that you're placing their name next to their rejection they'll likely play ball (or look bad)
  • You can then use Build Dynamic String to compile the history however you want (Assignee Name - Comments - Current Date) and then drop that m.text workflow variable into a column for approval comments.

If you've got any questions let me know. This is very doable. It just requires you capturing each element you want in its own piece and then pulling it all together.

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igorsp
Nintex Newbie

Re: How to capture task outcomes and comments?

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That seems to be too complicated for my scenario. In my case I don't know how many approvers I have (it can be one or two) and I only need to capture the comment when the task is rejected (comment is required). I am building it based on the solution I referenced above and it looks promising. Thanks!

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