I have a workflow that sends an email each time a new record is entered into
a list. I would like people to be able to click on a link in the body of
that email that would bring them back to the new record and be in edit mode.
Ist there a way to create that link to the edit mode of that record?
Only with concatenating strings and list item properties
e.g. item url + /forms/editform.aspx
jlewis pisze:
> I have a workflow that sends an email each time a new record is entered into
> a list. I would like people to be able to click on a link in the body of
> that email that would bring them back to the new record and be in edit mode.
>
> Ist there a way to create that link to the edit mode of that record?
>
> Thanks!
I can't seem to figure out how to get the item ID in there so it knows to go
to that specific item. Can you help? Thanks!
"Anna Wójcik" wrote:
> Only with concatenating strings and list item properties
> e.g. item url + /forms/editform.aspx
>
>
> jlewis pisze:
> > I have a workflow that sends an email each time a new record is entered into
> > a list. I would like people to be able to click on a link in the body of
> > that email that would bring them back to the new record and be in edit mode.
> >
> > Ist there a way to create that link to the edit mode of that record?
> >
> > Thanks!
>
It is workflow item ID property.
edititem.aspx?ID=<choose ID property from lookup>
jlewis pisze:
> I can't seem to figure out how to get the item ID in there so it knows to go
> to that specific item. Can you help? Thanks!
>
> "Anna Wójcik" wrote:
>
>> Only with concatenating strings and list item properties
>> e.g. item url + /forms/editform.aspx
>>
>>
>> jlewis pisze:
>>> I have a workflow that sends an email each time a new record is entered into
>>> a list. I would like people to be able to click on a link in the body of
>>> that email that would bring them back to the new record and be in edit mode.
>>>
>>> Ist there a way to create that link to the edit mode of that record?
>>>
>>> Thanks!
> It is workflow item ID property.
> edititem.aspx?ID=<choose ID property from lookup>
>
> jlewis pisze:
> > I can't seem to figure out how to get the item ID in there so it knows to go
> > to that specific item. Can you help? Thanks!
> >
> > "Anna Wójcik" wrote:
> >
> >> Only with concatenating strings and list item properties
> >> e.g. item url + /forms/editform.aspx
> >>
> >>
> >> jlewis pisze:
> >>> I have a workflow that sends an email each time a new record is entered into
> >>> a list. I would like people to be able to click on a link in the body of
> >>> that email that would bring them back to the new record and be in edit mode.
> >>>
> >>> Ist there a way to create that link to the edit mode of that record?
> >>>
> >>> Thanks!
>
How do you do this when the loopup property is from a different list other
than the source? I have a custom workflow for a Request form, which collects
data (approved, rejected, etc.) from a manager. This data is stored in the
task list... so I want the e-mail for a new item to have the edited link to
the task item where they input their data and mark the task as complete.
"Anna Wójcik" wrote:
> It is workflow item ID property.
> edititem.aspx?ID=<choose ID property from lookup>
>
> jlewis pisze:
> > I can't seem to figure out how to get the item ID in there so it knows to go
> > to that specific item. Can you help? Thanks!
> >
> > "Anna Wójcik" wrote:
> >
> >> Only with concatenating strings and list item properties
> >> e.g. item url + /forms/editform.aspx
> >>
> >>
> >> jlewis pisze:
> >>> I have a workflow that sends an email each time a new record is entered into
> >>> a list. I would like people to be able to click on a link in the body of
> >>> that email that would bring them back to the new record and be in edit mode.
> >>>
> >>> Ist there a way to create that link to the edit mode of that record?
> >>>
> >>> Thanks!
>
Are you using the 'Collect Data from a User' action? If so, it returns
the ID of the task created, which can be used to finish out the edit URL.
Ben wrote:
> How do you do this when the loopup property is from a different list other
> than the source? I have a custom workflow for a Request form, which collects
> data (approved, rejected, etc.) from a manager. This data is stored in the
> task list... so I want the e-mail for a new item to have the edited link to
> the task item where they input their data and mark the task as complete.
>
> "Anna Wójcik" wrote:
>
>> It is workflow item ID property.
>> edititem.aspx?ID=<choose ID property from lookup>
>>
>> jlewis pisze:
>>> I can't seem to figure out how to get the item ID in there so it knows to go
>>> to that specific item. Can you help? Thanks!
>>>
>>> "Anna Wójcik" wrote:
>>>
>>>> Only with concatenating strings and list item properties
>>>> e.g. item url + /forms/editform.aspx
>>>>
>>>>
>>>> jlewis pisze:
>>>>> I have a workflow that sends an email each time a new record is entered into
>>>>> a list. I would like people to be able to click on a link in the body of
>>>>> that email that would bring them back to the new record and be in edit mode.
>>>>>
>>>>> Ist there a way to create that link to the edit mode of that record?
>>>>>
>>>>> Thanks!
While "Collect Data from User" does return the Task ID, it isn't usable for
the purpose that Ben is referring to, as I am struggling with the same issue.
The intent is to send an email to the user to help them navigate to the task
created by the workflow (I want the ability to format the email and do not
wish to use the email generated automatically by the creation of the Task -
which doesn't work correctly for Outlook 2007 users anyway).
If you select to run your actions sequentially, then the email isn't sent
until the user actually completes the task, which defeats the purpose of
sending the email. If parallel is used, then the variable for the workflow
task id is 0 when referred to in the Send Email action.
Basically, using sequential generates the correct email (with correct
variable values) that I want, but only after it is too late and the task has
already been edited. Choosing parallel produces an email with a link to a
task with an ID of 0, which isn't correct.
Does anyone know how to make this work for this scenario?
instead of using the Assign To-Do Item what about using the Create List Item
and manually create the task?
"Rick" <Rick@discussions.microsoft.com> wrote in message
news:2B9C6C2A-0C0E-460D-884D-E692EA184A95@microsoft.com...
> While "Collect Data from User" does return the Task ID, it isn't usable
> for
> the purpose that Ben is referring to, as I am struggling with the same
> issue.
>
>
> The intent is to send an email to the user to help them navigate to the
> task
> created by the workflow (I want the ability to format the email and do not
> wish to use the email generated automatically by the creation of the
> Task -
> which doesn't work correctly for Outlook 2007 users anyway).
>
> If you select to run your actions sequentially, then the email isn't sent
> until the user actually completes the task, which defeats the purpose of
> sending the email. If parallel is used, then the variable for the
> workflow
> task id is 0 when referred to in the Send Email action.
>
> Basically, using sequential generates the correct email (with correct
> variable values) that I want, but only after it is too late and the task
> has
> already been edited. Choosing parallel produces an email with a link to a
> task with an ID of 0, which isn't correct.
>
> Does anyone know how to make this work for this scenario?
That may be another good alternative. I solved my issue by cheating. I
created a workflow on the Task list to send the email I wanted.
"G Smith" wrote:
> instead of using the Assign To-Do Item what about using the Create List Item
> and manually create the task?
>
> "Rick" <Rick@discussions.microsoft.com> wrote in message
> news:2B9C6C2A-0C0E-460D-884D-E692EA184A95@microsoft.com...
> > While "Collect Data from User" does return the Task ID, it isn't usable
> > for
> > the purpose that Ben is referring to, as I am struggling with the same
> > issue.
> >
> >
> > The intent is to send an email to the user to help them navigate to the
> > task
> > created by the workflow (I want the ability to format the email and do not
> > wish to use the email generated automatically by the creation of the
> > Task -
> > which doesn't work correctly for Outlook 2007 users anyway).
> >
> > If you select to run your actions sequentially, then the email isn't sent
> > until the user actually completes the task, which defeats the purpose of
> > sending the email. If parallel is used, then the variable for the
> > workflow
> > task id is 0 when referred to in the Send Email action.
> >
> > Basically, using sequential generates the correct email (with correct
> > variable values) that I want, but only after it is too late and the task
> > has
> > already been edited. Choosing parallel produces an email with a link to a
> > task with an ID of 0, which isn't correct.
> >
> > Does anyone know how to make this work for this scenario?
>
>
I created a workflow email with a link back to the form. However, I'm the
only one whose link is active in the Outlook email. Is Outlook 2007 required
for this? If others are using Outlook 2003, is there any way to create an
active link for them to click on?
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