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Workflow Hero

Nintex Workflow Dashboard

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Hi guys,

I have a pretty complicated set of workflows that I've been given requirements to build.

A primary workflow spawns off multiple child workflows.

I need a dashboard where our Service Desk can come check the status of a request. 

This is easy to do for the "parent" workflow, but it is harder to do for all the child workflows.

For instance,

I may have a New Hire workflow which spawns 6 Location Approval workflows, as Joe Smith needs access to 6 different buildings. The service desk needs to be able to see the status of each individual location workflow, and they will only know the ID associated with the parent workflow that spawned them.

I'm wondering if there is a way I could use a multiline column in my SP List (my dashboard) to show up-to-date information on all the children.

My dashboard can be something basic with three basic columns like:

Request Title // Primary Workflow Status // Location Approvals Status

Upon spawning a child, I can write to this Location Approvals status column something like:

Location Approvals (a SP column)

Greyhound Bus Stop: No Approval Required

Disneyland Location : Pending Approval (Status URL)

I know how I can provide the user with the workflow history URL but I wanted to do one better.

Once this location gets approved, would there be a way in that child workflow to write back to this column but instead of appending a new line, actually update the above line so that it now read:

Location Approvals

Greyhound Bus Stop: No Approval Required

Disneyland Location : Approved (Status URL)

This way they wouldn't have to click on all the status URL links, they could just look at this column and quickly see updated information. Has anyone done anything similar?

thanks

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Workflow Hero

Re: Nintex Workflow Dashboard

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Hi Dave Georgopoulis‌,

I have not done this, but if I were you, I would try the following path:

  • use XML in the multiline column
  • use the jslink functionality to convert XML to HTML
  • change the workflows at the appropriate places to update the XML (at the right places)
    • I can imagine this can become complex

The only potential issue I forsee is a timing issue (when 2 or more tasks are completed at the same time). You can either accept this (what is the chance of happening) or get creative and create something to deal with this.

Cheers,

Rick

jslink‌

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Workflow Hero

Re: Nintex Workflow Dashboard

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perharps you might like these ideas

 

Displaying a Process Flow Diagram in Nintex Form 

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Workflow Hero

Re: Nintex Workflow Dashboard

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Thanks Rick.

XML had occurred to me as well. I couldn't think of anything else.

I haven't done something like this before but will give it a go!

BTW I love how you take the time to share your thoughts on implications. I had worried a bit about the simultaneous updates as well but it feels like it would be pretty unlikely to happen.

thanks.

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Workflow Hero

Re: Nintex Workflow Dashboard

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Hi Dave Georgopoulis‌,

The following Nintex xChange document may be of interest for you too: https://community.nintex.com/docs/DOC-3896

Cheers,

Rick

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