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gbaker88
Nintex Newbie

Nintex Workflow - Auto Select Choice Field Metadata Values

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Hi,

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?

Thanks,

Greg

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burkslm
Nintex Newbie

Re: Nintex Workflow - Auto Select Choice Field Metadata Values

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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.

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gbaker88
Nintex Newbie

Re: Nintex Workflow - Auto Select Choice Field Metadata Values

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Hi Burkslm,

Yes - it would need to be defaulted (set to checked) when the item is created.

-Greg

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burkslm
Nintex Newbie

Re: Nintex Workflow - Auto Select Choice Field Metadata Values

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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.,

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gbaker88
Nintex Newbie

Re: Nintex Workflow - Auto Select Choice Field Metadata Values

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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?

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burkslm
Nintex Newbie

Re: Nintex Workflow - Auto Select Choice Field Metadata Values

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Did you set the value to true/false or yes/no?

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gbaker88
Nintex Newbie

Re: Nintex Workflow - Auto Select Choice Field Metadata Values

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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)?

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janeyres
Nintex Newbie

Re: Nintex Workflow - Auto Select Choice Field Metadata Values

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Hi Greg,

Is there a set list of event names that apply to all projects? Or is it more dynamic than that?

Thanks

Jan

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gbaker88
Nintex Newbie

Re: Nintex Workflow - Auto Select Choice Field Metadata Values

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Hey Jan,

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.

Thanks,

Greg

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janeyres
Nintex Newbie

Re: Nintex Workflow - Auto Select Choice Field Metadata Values

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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?

Jan

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