I have a Nintex workflow that pushes data from list to another list and am trying to find a way to auto-select the choice fields.
Here is what happens:
List A (workflow initiator): Has basic project information (implementation types, type of project, etc)
List B (item gets created in): Where we store the resources of each project
List C (secondary list that has events): Based on the unique ID from List A this list is queried into the form and pushed over.
List C looks like the following:
Project Event Name Planned Start
Alpha Startup 1/1/2011
Alpha Internal Design 6/1/2011
Alpha Implementation 8/2/2011
Now when the item in List B is created the Event Name from List C is written into a choice field within the form where the resources can check off which events they are attending. Example is below:
What I'm trying to do here is to have those values auto-selected so users can just uncheck the events they are not attending. Thoughts?
Solved! Go to Solution.
Where in the workflow would the defaults need to be set? During the time the workflow initiator is entering data? It is still a little unclear.
You need to create a workflow. In the workflow settings have it set to run when 'item is created'. See if you can use the 'set field' action to set those checkboxes.,
That's what I've tried doing for both set field and update item, but it comes across unchecked.
Is there a way to populate it via inline functions? or some other formula?
I wish it were that simple but since I'm pulling the data from a third list and pushing over based on the tying Unique ID I can only use the update multiple items option, which doesn't give me an option to set the default values as true.
Unless I would need to go into the list and set them as true there (it's a choice field though, not a yes/no field)?
The Event Name field is actually free text - allows us to distinguish each specific event. We have another field called Event Type that is hardcoded and has limited values that can be selected, but this field doesn't need to be included in the workflow.
Reason being we could have multiple activations we are keeping track of and would have the following setup:
Event Name Event Type
Activation 1 Activation
Activation 2 Activation
This allows us to see, in reporting, how many activations there were and what phase or type of activation occurred. For resourcing it will allow our associates to see which activation they need to be present at.
I reckon your best bet is to use a Nintex form on List B and add a Repeating Section control mapped to a new list column (Multiple lines of text formatted as plain text).
Then in your workflow you can format the xml to go into the new multiline text column something like the following:
<?xml version="1.0" encoding="utf-8"?><RepeaterData><Version /><Items><Item><ynEventSelected type="System.Boolean">True</ynEventSelected><txtEventName type="System.String">Event1</txtEventName></Item><Item><ynEventSelected type="System.Boolean">True</ynEventSelected><txtEventName type="System.String">Event2</txtEventName></Item><Item><ynEventSelected type="System.Boolean">True</ynEventSelected><txtEventName type="System.String">Event3</txtEventName></Item></Items></RepeaterData>
I've added 2 controls to the Repeating Section in the above xml, one is a Yes/No named ynEventSelected an the other is a Single Line text named txtEventName. The text field can be set to disabled on the form to stop users changing event names.
Hope that helps but let me know if this won't work for you?