Nintex Workflow – Add Workflow Status Column

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.

=====================================================

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

image

  • Next, add an “Item Update” activity
  • Select to update the “Workflow Process” column

image

  • Save the activity
  • And then Publish the workflow

That’s it !    Just need to run the workflow process – and see it in action.

=====================================================

Here’s what the list/library will look like – with the new column.

image

When the user clicks on this link, it will go immediately to the Workflow Status page.

image

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…!

Smile

Advertisements

7 thoughts on “Nintex Workflow – Add Workflow Status Column

  1. Nav November 15, 2012 / 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.

    Like

  2. sr February 12, 2013 / 9:20 pm

    great article!

    Like

  3. gemscool April 5, 2013 / 5:50 pm

    Way cool! Some very valid points! I appreciate you penning this post plus the rest of the site is really good.

    Like

  4. Ryan August 30, 2013 / 2:09 pm

    Surprisingly useful after my boss and I spent 10 minutes searching around trying to remember how to access the visual diagram…and we’re both SharePoint developers.

    Like

  5. Chris L. March 4, 2014 / 1:50 pm

    Excellent!
    Any little thing like this that can help the developer and customer analyze their workflow quickly and efficiently is great!

    Like

  6. Kev November 24, 2014 / 5:17 am

    I continually go back to this post to confirm the correct way to write into one of these fields. I also show this post to everyone who I train and other colleagues! Thanks for helping Wookie!

    Like

  7. Walfred Fuentes November 14, 2016 / 5:46 pm

    hELLO,
    Is great the way to solve a problem, however I am getting and error: “The workflow could not update the item, possibly because one or more columns for the item require a different type of information” Any idea what is happening>?

    Thanks

    Like

Leave a Reply

Fill in your details below or click an icon to log in:

WordPress.com Logo

You are commenting using your WordPress.com account. Log Out /  Change )

Google+ photo

You are commenting using your Google+ account. Log Out /  Change )

Twitter picture

You are commenting using your Twitter account. Log Out /  Change )

Facebook photo

You are commenting using your Facebook account. Log Out /  Change )

Connecting to %s