On an Office 365 tenant, I have a document library in which invoices with metadata (Invoice Number, customer,etc.) are stored.
On this document library we have created a simple approval workflow which is creating approval tasks in a task list.
We would like to find a way to also add aditional metadata of the document library (Invoices) to the tasks created in the tasks list e.g. Description is not sufficient we have a metadata field invoice number which should appear in a column of the tasks list so people can sort on this metadata invoice number.
Any ideas how to do this with Nintex for O365... (On Prem this is feasible due to more available workflow actions)
Thanks in advance for your feedback!
Any ideas for how to solve this yet for Office 365? At "Assign a Task" I need to add a few custom fields so the tasks can be grouped/filtered etc. I was hoping I could add meta-data field(s) to the task list as a part of creating the task. However, Assign a Task seems to ignore custom fields. I'm hoping there is a clean way to do this but am looking for other options if not...
TIA for any feedback...
Did you ever received an answer outside this forum? The ones I can think of would involve either a parallel action for the create approval task action or a Created workflow on the tasklist itself to resolve this. However, I'm also interested in other, more clean solutions.