Landing page to check workflow status

[nchamid]

Hi,

I have a Nintex form submitted by some users. Once the form is submitted, user gets notified and workflow will be triggered.

This workflow has three approval stages, I have a requirement , to create a landing page for user to come and check status of their submitted form.

Eg : On landing page for Form ID : 10, Approver A approved, In - Process at Approver B

Is there any way, can we show this on a page or Nintex Form with some graphical representation ( if possible )?

[praios81]

Hi,

Do you have a list workflow or a site workflow? If its a list workflow, easiest way should be to add the name of the approver to a dedicated column in your list and show it in the default view for the users.

For the representation of the approval status you could use the workflow status column or have an own choice column that represents the status.

Would that help?

[cassymfreeman]

I agree with this but also think you should have your own status column that you can update with each decision; i.e. "Approval Status":

• Awaiting Approver A Approval
• Awaiting Approver B Approval
• Awaiting Approver C Approval
• Approved
• Rejected

Then add this to your list view.

[emha]

you have several options:

1. show/teach them OOTB functionality - in item's context menu (resp. on ribbon) there is 'View workflow history' item. that navigates you to workflow status page. if you there click on a workflow, you are navigated to 'Workflow progress' page where you can graphically see how does your workflow goes on.

2. there is 'Workflows I've Started' web part. so you can build you own page and that web part on it, it will give users access to 'their' workflows (it navigates to the same workflow progress page as described above at the end)

3. there is as well {Common:Workflow Status URL} reference available in workflow, that provides direct link to workflow progress page. so you can use acc. your needs (save it to list field, place it on a form, send it in notification ....)

have a look on documentation as well there is a chapter related to that http://help.nintex.com/en-US/nintex2013/help/#Workflow/RootCategory/SharePoint/Nintex.Workflow.Workf... 

[nchamid]

Thank you all for your suggestions.

yes, I am using list workflow. Sorry, for missing this part, when I say users, these are field guys, who just want to see how their submission is going on.

If I am able to show them like this pic, it would be straight forward. I have designed this wire frame using Visio.

I am  not sure, whether this is achievable or not. Meanwhile, i will implement other options suggested and demo them to business.

[nchamid]

Along with this, I have few other questions.

1. As i said this workflow has three approval stages, can we do this?

If Apprv A is blank, Get Approval/Escalate to Apprv B --> Apprv C--> End Workflow

If Apprv B is blank, Apprv A ---> Apprv C--> End Workflow

If Apprv C is blank, Apprv A--> Apprv B--> End Workflow

If Apprv A & B are blank, Apprv C--> End Workflow

Because, business user mentioned, it's not mandatory to have all approvals on the form.

In my Nintex Form, I am auto-populating all these approvers from a SharePoint list based of 'Dropdown Selection'.

In Workflow, I am querying that list and storing these approvers in workflow variables. 

Note : We don't have group / Mutliple users in any of Approver

2. For my scenario, what would be the correct action? 'Request Approval' or 'Assign Flexi Task' ? As of now, I am using 'Request Approval', but i am not sure is this correct action or not, to get approvals?

3. I need to update list 'Title' column to 'Custom Name', can I do this in the same workflow process?

4. In the Task form, my repeating section is getting displayed in 'XML' format, can i change it some HTML format?

let me know for additional information.

Thanks,

[cassymfreeman · Accepted solution]

So for your approvals I would wrap your request approval/flexi task with "Run if" action with the configuration of that to check whether approver a/b/c has a value in it like this:

Request Approval / Flexi Task - depends what you want from the task?  If it is straight forward approval and rejection then either are fine and it is entirely your choice.

[emha]

note that every workflow action has an option 'Hide from workflow status', so you can control which axtions appear in workflow progreass and which not, to make it as simple as you need.

the drawback is that it will display the same simplified way to admins.

if you want to have some custom graphic, you will need to develop it on your own

[cassymfreeman]

3. I need to update list 'Title' column to 'Custom Name', can I do this in the same workflow process?

Do you mean rename the column?  If so, you should do this in the list settings.  If you mean the value then you can use Update item or set field value to do this.

[nchamid]

Yes, when i submit the form, 'Title' in the list is getting saved as 'No Title'.

I want to rename/update it with combination of two fields, of the form.

Eg : My nintex form takes user input for 'Program' & 'Form Type', these are dropdowns. Once user submits the form, i want to see 'Program - Form Type' in 'Title' column