How to use Attachments in Request Review Nintex Form

  • 18 September 2014
  • 7 replies
  • 6 views
A
Badge +1

Hello,

 

I have greated a workflow with Nintex Workflow 2010 and Nintex Forms 2010.

I used a request Review action and used a nintex form inside this action.

 

From Task Columns I dragged 'Attachments' unto the form:

Task Attachments.PNG

 

When I use the form I can add an attachment, but this does not seem to be saved anywhere:

Add Attachment.PNG

 

When I reopen the task, no attachments are listed:

No Attachment.PNG

 

In the Workflow tasks list there is no icon for an attachment in the task row:

No Attachment in List.PNG

 

Does someone know what I am doing wrong here?

 

I want the user to be able to upload file in the form. Best would be if I could save them somewhere so that in forms that will follow in later actions the users who see those forms can see the attachments which have been uploaded in forms from previous forms.
At the moment attachments are not even added to the task item.

 

Where could I look to find out what is going wrong here?

 

Greetings

 

Alexander

7 replies

A
Userlevel 7
Badge +17

If you were to add attachments to the Request Data action, you would be saving the attachments to the actual Workflow Task item. If you need to review those attachments in "Later actions" then it would be rather difficult for future users to review each task.

Would it be better if all users that attach documents do so by adding them to the current item instead of the task? If the current item is a document, then I would recommend using a Document Set instead and ask users to upload their documents to the set. Then they would be available to all users and in one easy to use container. Doing this would also remove the need to move documents around from one place to another with more advanced logic.

A
Badge +1

Hello,

When I add an attachment to a Task the attachment is not saved.

I am probably doing something wrong.

Here are the exact steps I did to create the workflow and add the attachment:

Create.PNG

After the list has been created I create a new workflow for the list:

Create Workflow.PNG

I use a blank workflow:

Create Workflow 2.PNG

Now I add a request Review Action to the workflow:

Request review.PNG

Now I edit the Nintex form:

Edit Nintex Forms.PNG

Now I add the Attachments Control to the form:

Add Attachments.PNG

After that I save and Close the form:

Save and Close Form.PNG

And I save the Request Review Action:

Save Request Review.PNG

Now I publish the workflow:

Publish Workflow.PNG

Submit Publish.PNG

Publish Finished.PNG

Now I go to the list and add a new item:

Add new item.PNG

Add Test 1.PNG

On this Item I go to Workflows and start the Workflow:

Workflows.PNGStart Workflow.PNGStart Workflow 1.PNG

Now I get an email with the link to the form:

email.PNG

If I clikc on 'Click here to add your comments' I can fill in the form:

Fill out form.PNGAdd attachment.PNGSave form.PNG

Now I see the completed Task in the Workflow Tasks list but there is no attachment attached to the Task:

List.PNG

If I open the Task no attachment is shown:

Form without attachment.PNG

Also on the item itself there is no attachment:

Item.PNG

That means something went wrong when uploading the attachment.
I cannot find the attachment anywhere now.

Does somebody know how this should work and what I am doing wrong?

Can somebody help me please?

Greetings

Alexander

A
Badge +1

I have found the source of the problem.

For testing I created an empty text file (Test 2.txt).

Unfortunately it is not possible to upload empty text files to SharePoint. When i manually created a task I got an error message that said that the file is empty.

I then wrote some text into the text file and after that I could upload the text file as an attachment to the workflow task.

So this problem has been solved :-)

The thing missing now is a way to access the attachment from other tasks.
I am using a normal "cutom list" and not a document library.

A
Userlevel 7
Badge +17

You can store the taskID into a variable and use that to then fetch the attachments from the item and move them somewhere, or to provide a link to the task item for the user.

S
Badge +1

Hi Andrew

May I ask you, how I can fetch the attachments from the Workflow Task item and move it to the attachments of the current item? I assume, that I have to use the Call  WebService Action for the moving... Can you provide me the necessary information, how I have to configure the action?

I am using Nintex Forms 2013 (2.3.2.0) and Workflow 2013 (3.0.8.0).

Your help will be very much appreciated. happy.png

Have nice day and best regards,

Mario

M
Badge +9

Hi Mario,

the blog collect task attachments in list item and show all attachments in next task may be helpfull.

Manfred

S
Badge +1

Hi Manfred

Thank you very much for your fast reply and the link to your blog . happy.png

I will just read and test it this afternoon... It really seems, that this is the solution I was looking for...

So once again I really appreciate for helping me... happy.png

I will get back to you with the result of my testing...

Best regards,

Mario

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