Wednesday, May 10, 2017

How to customize Task Forms in Nintex Workflow for Office 365

Introduction

We use workflow tasks and task list in order to “Approve” or “Reject” a workflow.

Same as any SharePoint workflow, in Nintex Workflow for Office 365 we can assign tasks and get outcome of the task. In this post we are going to see how to customize Task form.

Steps

Step 01: Go to configuration page by clicking on “Configure”

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Step 02: Click on “Edit Task Form” from the Ribbon

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Conclusion

You can edit the form by using the controls. Once you completed editing, “Save” the form.

When a user click on a task, it will redirect to the Nintex Form which we edited and created.

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When you edit Task Form, “Comments” field will be added to Task List.

You have to have Nintex Forms for Office 365 installed, else “Edit Task Form” will be disabled as below.

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