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thedman
Nintex Newbie

When user opens new form, can Excel doc already be attached for them to download?

Is there a way to attach an Excel document(template) to a Nintex form so that when the user clicks New, the form opens, and there is an Excel document already attached. The expectation is that the user fills out the actual form and then download the Excel document, make edits, and then upload/attach back to the form. Right now I am creating 330 columns in a SharePoint list just to create a Table View for a customer. Having it in an Excel document would be ideal because they don't need that information to write back to the list. SharePoint Online/O365

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saharc
Nintex Newbie

Re: When user opens new form, can Excel doc already be attached for them to download?

If you just want the users to download Excel template you can add hyperlink to the Excel file and the users will save it on their desktops and then after filling it they will upload it to the form

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