List item attachments are not available from a task form – even one customized with Nintex Forms. Providing all pertinent information (including related documents) to complete an approval task from a single form, can go a long way toward making the user experience as seamless as possible for approvers.
This post walks through meeting this requirement by leveraging a custom action created by Nintex Technical Evangelist, Vadim Tabakman. But, what if you don’t have access to deploy a custom action to your SharePoint environment? The following solution produces a similar outcome, without the need for any custom actions.
First, use the Call web service action to get all attachments from the current item and store the URLs to a multi line of text variable.
Next, use the Query XML action to parse through the web service result and get a collection of attachment URLs.
The collection of URLs needs to be formatted in a user friendly way for the task form. So, use a Build string action to start an HTML table. Store the beginning of the HTML table to a multi line of text variable. The rest of the table will be dynamically built out based on the attachments collected.
Use a For each action to loop through each URL in the collection and dynamically build out the rows in the HTML table.
Use a Regular expression action to get the clean file name from each URL and store to a single line of text variable. This will be used to replicate the way that attachments are displayed on a list item form by default, where the document name is the clickable text that you see.
The last step within the For each action, is to add a row to the HTML table using another Build string action.
Just outside of the For each action, use one more Build string action to close out our HTML table.
Create a new multi line of text column on the list and use the Update item action to populate that column with the value that was collected during the workflow.
Within the task action configuration in Nintex Workflow, open the Nintex Forms designer and add the Attachments HTML list column onto the form and then update the following two configuration settings:
Check out the full solution details here: https://nicoleprestby.wordpress.com/2017/12/19/add-list-item-attachments-to-task-form-using-nintex-w...
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