Reflects the current release of Nintex for SharePoint 2016. For your version, please access assistance through the Help button in the product.
Assigns a task to one or more users and requests review as part of the workflow.
For more information on the task review process, see Approving, rejecting, and viewing tasks.
Note: You can use custom task forms to respond to approval tasks. For more information, see the Nintex Workflow SDK. To access Nintex SDKs, go to help.nintex.com.
The following fields and options are displayed when you click Action in the General ribbon of the configuration settings dialog box for this action.
Section | Field | Description |
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(unlabeled) | Reviewers |
Users and groups to be assigned the tasks when the workflow is run. Enter external email addresses or enter SharePoint usernames, full names, or email addresses. Where possible, entered text will be resolved against the SharePoint user list or Active Directory. To search for users or groups, click (Browse) on the right of the text box to access the Select People and Groups dialog box. For more information on this dialog box, see Select People and Group dialog box. Create individual tasks for all group members: Applies when groups are entered as assignees. When selected, assigns a task to each member of the group. When cleared (not selected), assigns a task to the group; the first response represents the entire group. Groups expand to one level only. Groups within groups are not expanded. Note: Users external to the SharePoint environment can only respond to tasks using LazyApproval. For more information, see Managing LazyApproval settings (farm level). If a group is assigned the review task and Expand Groups is not selected, then all users in that group will receive the task but the first response will represent the whole group. If Expand Groups is selected, then an individual task will be assigned to each group member. |
Allow delegation |
Allows assignee/approver/reviewer to delegate the task to another user. For more information, see Delegating approval tasks. |
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Allow LazyApproval |
Allows task responses using LazyApproval. For more information, see About LazyApproval. For this action, the task response is used for the task comments. |
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Task description |
Description of task as it will appear on the task response form. Use this description to communicate additional information about the task. For instructions on inserting references, see Insert references. |
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Review options |
Behavior for tasks with multiple reviewers. Select one of the following options.
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Task name |
Name of task as it will appear in the SharePoint task list. If left blank, the action's title will be used by default. For instructions on inserting references, see Insert references. |
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Task content type |
(Available when custom content types exist on the site.) Content type for the task. Must inherit from the parent "Nintex Workflow Task." Use this option to select an alternative task content type available on the site, to enable custom task response forms. For more information on content types in SharePoint, see https://support.office.com/en-us/article/Introduction-to-content-types-and-content-type-publishing-e1277a2e-a1e8-4473-9126-91a0647766e5#__toc323548991. |
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Priority |
Value of priority flag for the task. For instructions on inserting references, see Insert references. |
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Due Date |
Date by which task should be completed. Note: Nintex Mobile apps sort tasks by due date. |
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Form type |
Type of form presented to assignees. |
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Store action ID in |
Variable to store the action ID. Use the action ID to link this action to the actions Delegate Workflow Task and Task reminder. Note: The action ID does not correspond to the ID of the created SharePoint task item. |
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Store task IDs in |
Variable to store IDs given to tasks. Variable type must be Integer, List Item ID, or Collection. |
Item permissions |
Set user permissions to |
Sets the user permission on the item. |
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When task is complete, set user permissions to |
Sets the user permission on the item after the task has been completed. Use this setting for delegated tasks to give new assignees the necessary permissions to view the item. |
Advanced Options |
Complete tasks for all assignees when an outcome has been achieved |
When an outcome is achieved, sets the % Complete value for "Not Required" tasks to 100%. |
The Task Notification settings govern the initial task notifications sent to approvers, including new approvers as a result of delegation.
The following fields and options are displayed when you click Task Notification in the General ribbon for this action.
Field | Description |
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Edit settings for |
Scope of notification settings update. Lists individual reviewers as well as All Reviewers (default). Individual reviewer settings are retained separately from settings for All Reviewers. |
Allow delegation |
Allows assignee/approver/reviewer to delegate the task to another user. For more information, see Delegating approval tasks. |
Allow LazyApproval |
Allows task responses using LazyApproval. For more information, see About LazyApproval. |
Delivery type |
Method for notification delivery. Select one of the following options.
Note: Nintex does not provide support for troubleshooting email, SMS, or OCS / Lync systems. |
CC |
Read-only users who receive the notification. CC recipients are not able to respond to the tasks. To search for users or groups, click (Browse) on the right of the text box to access the Select People and Groups dialog box. For more information on this dialog box, see Select People and Group dialog box. |
BCC |
Read-only users who receive the notification. BCC recipients are not able to respond to the tasks. Other users addressed in the email notification via the To, CC, and BCC fields will not be able to see any addresses in the BCC field. To search for users or groups, click (Browse) on the right of the text box to access the Select People and Groups dialog box. For more information on this dialog box, see Select People and Group dialog box. |
From |
The user or domain group that will appear as the sender of the message. This setting applies to email notifications only. If no user or domain group is specified, then the default From address configured for the farm is used. For more information on the default From address, see Messaging and notifications page. |
Importance |
The priority of the notification. Applies to email notifications only. |
Subject |
The title of the notification being sent. For Instant Message, the title is pre-pended to the body of the notification. You can manually specify the value or build the value dynamically at run time using (Insert Reference). |
Attachments |
Attaches files to the notification by URL or new file. Include list item attachments: Includes attachments for the list item on which the workflow is running. Note: Attachments are not included in notifications sent by SMS or IM. Instructions for adding and deleting attachments
You can add attachments by URL or by new file. To specify a URL for an attachment
To add a new file as an attachment
To delete an attachment
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(unlabeled field for format) |
Format of email notification. Select one of the following options.
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(unlabeled field for text) |
The body of the notification. Adapts to the selected format. Within the space provided, enter the content for the notification as straight text, references, or a combination. For instructions on inserting references, see Insert references. |
The Not Required Notification settings govern the not-required notifications sent to assignees/approvers/reviewers. Scenarios for use of the not-required notification follow.
The following fields and options are displayed when you click Not Required Notification in the General ribbon for this action.
Field | Description |
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Edit settings for |
Scope of notification settings update. Lists individual reviewers as well as All Reviewers (default). Individual reviewer settings are retained separately from settings for All Reviewers. |
Delivery type |
Method for notification delivery. Select one of the following options.
Note: Nintex does not provide support for troubleshooting email, SMS, or OCS / Lync systems. |
CC |
Read-only users who receive the notification. CC recipients are not able to respond to the tasks. To search for users or groups, click (Browse) on the right of the text box to access the Select People and Groups dialog box. For more information on this dialog box, see Select People and Group dialog box. |
BCC |
Read-only users who receive the notification. BCC recipients are not able to respond to the tasks. Other users addressed in the email notification via the To, CC, and BCC fields will not be able to see any addresses in the BCC field. To search for users or groups, click (Browse) on the right of the text box to access the Select People and Groups dialog box. For more information on this dialog box, see Select People and Group dialog box. |
From |
The user or domain group that will appear as the sender of the message. This setting applies to email notifications only. If no user or domain group is specified, then the default From address configured for the farm is used. For more information on the default From address, see Messaging and notifications page. |
Importance |
The priority of the notification. Applies to email notifications only. |
Subject |
The title of the notification being sent. For Instant Message, the title is pre-pended to the body of the notification. You can manually specify the value or build the value dynamically at run time using (Insert Reference). |
Attachments |
Attaches files to the notification by URL or new file. Include list item attachments: Includes attachments for the list item on which the workflow is running. Note: Attachments are not included in notifications sent by SMS or IM. Instructions for adding and deleting attachments
You can add attachments by URL or by new file. To specify a URL for an attachment
To add a new file as an attachment
To delete an attachment
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(unlabeled field for format) |
Format of email notification. Select one of the following options.
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(unlabeled field for text) |
The body of the notification. Adapts to the selected format. Within the space provided, enter the content for the notification as straight text, references, or a combination. For instructions on inserting references, see Insert references. |