I have master detail lists in SharePoint.
I created a workflow for items in detail list and create a custom form with collect data from users action.
in this form I have related item to workflow but I want to have a link to its parent item.
how can I do this?
By Collect data from a user action you cannot do this, because SharePoint doesn't let you customize the task for this action. Instead, you can use the Start custom task process action to do this. Here you can find how use Start custom task process instead of Collect data from a user and how to customize the InfoPath form which SharePoint creates for the task.
For passing workflow or items values to the task form fields, go to the task process page by clicking on the task name on the workflow editor page, then in the customization section click on the 'Change the behavior of a single task' in the 'Before a Task is Assigned' step you can set task form field to what you want.
Related
I am actually new to SharePoint permissions stuff. I really need someone help to guide me or give me a hint.
I have a SharePoint 2013 list, with items. User create a item using Nintex forms and when item is created, Nintex Workflow get trigger.
The idea behind this list is, User A will create a item then User B will review it and approve/reject.
After User A create item, item permission should change to 'Read' so that user A doesn't change any value of item until user B take some action.
In Workflow, I am changing the item permission using 'Set Item Permission' action and setting permission as Read.
But the problem is after
1) User A created item, he is not able to view/read item but able to edit item.
I selected item through list and click on 'view item' through ribbon, I am getting error 'Sorry, you don't have access to his page'.
I clicked on eclipse of item, selected Shared with->ADVANCED I am seeing the user A have view/read permission.
Then I made sure through 'Workflow history' if action got executed or not, it seems action got executed successfully.
This is really weird how user is able to edit item but not able to view item?
I really appreciate if anyone can provide any hint or help to make item readable.
Can you click on the list item, and check permissions for that item. You can click on Shared With -> Advanced. Then from the ribbon choose Check permissions. Enter the User A name and see what permissions he has.
And if he has more than Read, it means workflow has not finished its job. So check the workflow. It should break any inheriting permissions on that list item and then set unique permissions for only User B. This will take away the permissions from User A.
A second approach would be to make a form status column and connect it to submit button.
Return a value eg. Submitted to the column once the form is submitted by A.
Now in nintex form designer,select the control and add rule to disable the control if form status == "Submitted".
We are using the OOTB Approval workflow for some tasks that is kicked off when a user enters info on a custom InfoPath form and clicks submit. The user receives the OOTB email with instructions to 1. Review the task 2. Perform the activities for the task and then 3. Use the Open this Task button within Outlook to approve/reject the task.
When the user clicks to review the task, it opens our InfoPath form that was used to create the item so they can review it. Here, I would like to add buttons for Approving and Rejecting the item so that the user does not have to go back into Outlook and use the Open Task option.
I have looked at the OOTB InfoPath form that Outlook opens with approve/reject but the data connections appear to be related only to that form and I cannot seem to recreate them. I think I need to submit the Approve/Reject strings somehow to some list/data location but I'm not sure how to do this.
How can I add Approve/Reject buttons to my InfoPath form that will approve/reject an OOTB workflow task?
If you are using the task list just for approve/reject, I would suggest not to create the task at all. Add a field in the infopath form with option of Approve/Reject and based on its value you can just change the workflow status of the item as approve/reject.
This is in oracle apex 4.2. I am in the interactive reports region and need to be able to 'select which columns within the report', 'Filter the rows', 'download the report', 'reset the report'. The action menu does all of this (And I can limit just to these options), but that format isn't as user friendly as 4 separate buttons. Would it be possible to put the functionality mentioned above into separate buttons or even modify the action menu to appear as buttons rather than in a menu? Any feedback would be appreciated. Thanks
P.S. I would like to just have the action menu.
All of the functionality of the action menu is performed by javascript actions which you could easily assign to buttons of your own making. The Filter Rows action uses this javascript: javascript:gReport.dialog2('SHOW_FILTER'); as it's action (href attribute value) whereas the download action uses this: javascript:gReport.dialog2('SHOW_DOWNLOAD');
You should be able to inspect the HTML for each of the action menu items of interest and create buttons using the same scripts.
I have a requirement where I want to add a button called approve on the bottom of read item list page. This is something when I click on approve button should change the status of list using whatever (javascript, workflow).
Please suggest how can I do this with the existing list. I have attached the screenshot below
I'll be very grateful for all of your advise
If you open a list in SharePoint designer. There is a section called Forms. You can use it to edit existing (add/edit/view) form or add a new one.
I have a sharepoint site(sharepoint 2010).
I have created a custom action, on click of which will initiate the workflow associated to a list. When the user clicks on the custom action button, an initiation form will be shown which will have the Start and Cancel button. Only on click of this Start button, the workflow will Run. I want to avoid the last step of clicking on the Start button. What I want is "On click of Custom action, Workflow should Run. Initiation form should not come into picture at all". Is this possible ?
two solutions:
Say it's good because you make sure the user didn't make a mistake
Change the custom action form to a page where you start the workflow manually (via code) and then redirect the user to the home screen (you can also do that with a dialog and then there's no need for redirect)