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Nintex Workflow send link to item in edit mode

Using a Nintex Workflow you can send an email with a link to the list item or nintex form by using the Common > Item Url reference, the potential problem is the Item URL reference is the link to the list item in Display mode.
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Using a Regular expression action in your workflow you can create a link to the list item so when it opens the list item or nintex form will open in Edit mode.

1. Open up the Nintex workflow (or create a new Nintex workflow), click on the dropdown arrow under Workflow Settings and select the Variables option:
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2.  Click the New option.
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3.  Enter a name for the new variable, leave the type as Single line of text, click Save to create your Variable.
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4.  Click Close to return to the Workflow screen.
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5.  Add a Regular expression action to workflow, above where the email action is or will be.
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6.  Double-click the Regular expression action to configure it, for Pattern type in DispForm.aspx, for Replacement text type in EditForm.aspx.
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7.  In the Input text field, click on the Insert Reference option.  Choose the Item URL reference from the Common tab.
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8.  Select your workflow variable in the Store Results in dropdown field.  Once your Regular expression action is all setup, click on the Save button.
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9.  Add an Email action after your Regular Expression action, double-click the email action to configure it.
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10.  In the text area of the email, click where you want your link inserted, then click the Insert Reference option.  From the Workflow Variables tab, select your workflow variable.
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You will now have an email with a link to the List Item or Nintex Form in Edit Mode instead of in Display Mode:
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About Nick Hurst (84 Articles)
SharePoint and Nintex developer who strives to find easy to deploy and maintain solutions for business problems.

2 Comments on Nintex Workflow send link to item in edit mode

  1. I’ve just begun working with Nintex forms and workflows. I must say that there is sparse support out there, but I was fortunate to run across some of your posts, and was able to follow and successfully implement two of your solutions just today. My new Favorites folder: Nintex – Nick Hurst. Many thanks and best regards!

    Like

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