Within a SharePoint Document Library, or List, the standard function of a Nintex Workflow is to automatically add a column, that allows a user to see the Workflow Status.
This is familiar to developers – it will show “In Progress” – or “Error Occurred” – or “Cancelled”.
This is great for users to click “In Progress” – and thus view the “Current User Task”, and the history of what’s occurred.
But – unfortunately – there’s a few clicks required to view the ‘display workflow’. The Nintex Workflow ‘visual’ diagram is a great way for users to get an understanding of the actions at play – but here’s the click-thru :
- Click the drop-down for the item/document
- Click Workflow History
- Click on the ‘Running Workflow’
That’s THREE clicks – and a bunch of potential confusion (and/or training) for users.
Here’s a great tip to include a “View Process Flow” link, within the list view.
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Add a new column to the SharePoint list/library :
- Name = “Workflow Process”
- Column type = “Hyperlink”
Edit the Workflow :
- Create a new variable – eg. View Process
- Add an activity for “Build Dynamic String”
- Click Add Reference – and choose “Workflow Status URL”
- Add manual text after that – make sure to include a SPACE and a COMMA – and then the URL text.
- It should then look like this :
{Common:WorkflowStatusUrl}, View Workflow
- Next, add an “Item Update” activity
- Select to update the “Workflow Process” column
- Save the activity
- And then Publish the workflow
That’s it ! Just need to run the workflow process – and see it in action.
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Here’s what the list/library will look like – with the new column.
When the user clicks on this link, it will go immediately to the Workflow Status page.
This technique can be very useful – much easier for users to understand – and there are many other ways you can use this approach.
Simply (1) build a string – including the URL + SPACE + COMMA + TEXT – and (2) set the URL hyperlink field.
Hope this is a cool + useless tip for someone out there…!
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November 15, 2012 at 7:12 pm
This really helped in creating a workflow status column for a list which was set to run on a schedule via ‘Scheduled site workflow’. Schedules site workflows do not automatically add a column for the workflow.
February 12, 2013 at 9:20 pm
great article!
April 5, 2013 at 5:50 pm
Way cool! Some very valid points! I appreciate you penning this post plus the rest of the site is really good.