Nintex Flexi Task – Approval by all users & capture individual comments

Very often when I use the ‘Assign Flexi Task’ action in my Nintex workflow, the general behaviour or approval option I select is the first response to the task. This means if there are multiple approvers for my task, whatever is the first response will be the outcome of the task. Other approvers don’t need to respond to the task. This actually served my purpose so far.

But recently, I had this scenario to get my task approved by all users. Of-course, the behaviour ‘All must agree on a specific outcome’ is available in Flexi Task action. which had the additional advantage – If any one approver out of many rejects the task, reject the whole task. Others don’t need to respond. However, something additional was also required, and that was to capture the comments of rejection. This didn’t appear to be a very straight forward task, so I made it a point to blog about it. Continue reading

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Copy files from one Document Library to another using Nintex Workflow

To copy current item to a destination list/library, we have “Copy Item” action. To copy the InfoPath form or the embedded attachments for the current item, we have “Copy to SharePoint” action. But what when we need to copy documents from one library to another…

Well, to accomplish this, SharePoint exposes a web service called Copy.asmx that allows us to copy files from one location to another using the CopyIntoItemsLocal web method.

Requirement – For every item created in some list, create a new folder in a destination library B and copy documents/templates from source library A into that folder. Folder name being a unique property of the item (here ‘CRID’).

Solution – Create a workflow with below steps to copy documents/files Continue reading

Create Appointment using Nintex & Trust Relationship Error

The super awesome workflow tool Nintex comes with many inbuilt actions, in-fact you can find solution to most of your problems here. You just need to configure them.

“Create Appointment” Action under User Interaction section is one of them.

I had this requirement to create an appointment/meeting using the workflow. I got this straight-forward action – Create appointment. The configuration goes like this Continue reading

Extracting Info Path Attachment using Nintex

Of late I had been working with Info Path forms, always using the attachment control to upload files. However, anytime I had to see the attached file or use it to send in an email, I had to open my Info Path form. Obviously not a very great approach as my users didn’t wanted to do this all the times. 

This led me to do a bit of research and here I am able to extract the attachment using a Nintex workflow. Below is the simple sequence of steps to achieve the same. Continue reading

XML parsing using Nintex

You access a web service to get some detail and end up with a big xml variable with multiple nodes. How do you get the exact node’s value. Let’s figure out.

Step 1 – Call Web service

I call the web service Lists.asmx and use the web method GetList. Pass the listname (here Expenses2) as parameter and run the web service now.

Nintex1

Copy this xml and keep it saved, may be in a text file. (You’ll need it a couple of times)

Continue reading

Clubbing InfoPath Form & Nintex Approval Form

Whenever an Info Path form published to a form library has to undergo approval using Nintex, the default approval form will have options to approve/reject and provide the comments. However, not all details of the form can be seen on the same page (until it is a list item’s approval page). Only the fields promoted from the Info Path form to the library can be seen in the approval page. So here’s the reason why I’m posting this article. In my case, the customer came back to me saying why can’t they have a single form that displays the details of the library item i.e. the Info Path form along with an option to approve / reject at the bottom of the same form. So, a bit of research helped here and here’s the solution.

Continue reading