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Showing posts from October, 2018

Lookup data from another list inside a Nintex Form

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Background A common requirement among form designers is the ability to surface SharePoint data from another list and optionally process that data. Displaying an entire list item or a list view is possible with the List Item and List View controls respectively, however the aforementioned controls render html as their output which cannot be processed in a Nintex formula. In scenarios where you want to obtain a value from a list column, for display or processing in a formula, the lookup function is a viable approach. An example would be a purchase order form whose list of purchasable items is maintained in a central list within SharePoint. Henceforth is an example of how to use the Lookup function. A Purchase Order utilizing the Lookup function Given a Products list containing the following purchasable items: We want to create a Nintex form allowing a user to purchase items from a centralized list. The first step is to create our Nintex Form with a Lookup control that is c

Add List Item Attachments to Task Form using Nintex Workflow and Forms

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DECEMBER 19, 2017  ~  NICOLE PRESTBY I had a requirement from a client recently to show all list item attachments on the various task forms in an approval process – which, if you think about it, makes total sense. With any project, we always have a common goal of making the user experience as seamless as possible for our users and approvers. So, why wouldn’t we provide all pertinent information needed (including related documents) to complete the requested review and approval, right there on the task form? I found  a post  on Nintex Connect which 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? In this case, I actually didn’t have access to the client’s server. So, I decided to come up with a solution that would produce a similar outcome, without the need for any custom actions. The Workflow Get Att