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Nintex Newbie

List or Document library?

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My client has Nintex WF 2013. I have a process that would require the initiator to fill in some fields (people picker, drop down attributes) that will be used by the WF, and upload an Excel document (version history required) containing some financials.

 

Normally I would start the WF on document upload and filling the required metadata, however the UX is not as clear as when creating a list form.

 

Should this be a SP list form instead, with a document as attachement?

 

What else do I need to consider?

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Automation Master
Automation Master

Re: List or Document library?

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if you need to keep track document changes, then your only option is document library.

lists do not keep track of list item attachemnt changes/versions.

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Nintex Newbie

Re: List or Document library?

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Agree on the UX for filling in a document library form is not as clear but trying to do versioning with a list attachment can be a pain also. 

 

If you enable the management of content types on your forms library (Library Settings > Advanced > Content types), you will be able to slightly alter how this works for users and they will be presented with the form after uploading it. This is my recommended approach when wanting them to submit more information along with the document. 

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