Task form of workflow started from SharePoint
Hello AgilePointers!
Here are the details:
x1 Form based application integrated into a SharePoint list
x1 Process based application integrated into same SharePoint list
Scenario:
I submit my form, the workflow is started. I receive an email that I have a task to complete.
Problem:
How do I link my Form based application to my Process based application for my task? Basically, I would like to have the same form view and if I made changes, those changes to update to SharePoint. Right now, I've tried to import via JSON but I get an error "This field belongs to a Datasource which is not allowed for mapping".
I was following along in the training videos but this issue did not get resolved in the Issue Review! Any ideas? Thanks!
-
Tim,
Currently, Form-Based applications and process applications have different application resources, and cannot be shared between applications. Though we do have that functionality within an application.
For your use case, design task forms within the process, and re-use and modify each task form as you might need.
As for Form Import, this is supported for styling and form fields only, and not data-bound fields as you've seen. This feature is on the roadmap, though we do not have a date for it yet.
Lucas
-
Hi Lucas! Thanks for the follow up. So to clarify, if I have an AP form that is triggered from a SharePoint list. I open it in SharePoint, I submit the form, it kicks off a workflow. The first step is to send to you for approval. Is there a way I can recreate the same form view as the submitter and any updates of those fields be streamlined in the process? Can I map fields to the sharepoint data source from my task form?
I guess my main goal would be to start a process in SharePoint then carry out an approval process workflow within the same list. Hope that clarifies it!
-
Yes, this is possible. When you are creating a new form, below screen will be presented with two options one for Blank Form and another for Existing Form. Choosing Existing Form would let you reuse any form which is already present inside the same application. Once the form is created using reuse you can connect to SharePoint DataSource.
Regards
-
Yes I am aware of the choose existing feature and apologies as I may not have articulated this correctly. I am trying to link my process based form to my sharepoint list. In the form process app, the fields update and are created great. When a process based app (workflow) is added to the list (for an approval process), how do I map those fields to the form and map those fields to update the SP list?
Here is a screenshot. This is from the process based app. My goal is to update the form data from the workflow tasks. Would it just be - recreate the form (form in 2 applications) then update metadata activity after task?
请先登录再写评论。
评论
6 条评论