Using the Collect Data from a User Action in Sharepoint Workflow designer
The collect feedback action in Sharepoint Designer is a very usefull functionality in designing workflows for sharepoint.
This action assigns a task to a single user or group and returns the unique ID of the task item that stores the user's answers, so that the workflow can later look up this information by using the ID. With this action, you use the Custom Task Wizard to design a custom task form that collects the information you want. This action creates a task that can be assigned only to a single user or group. If you assign this task to a group, each member of the group receives a task notification, but only one task item is created.
The important point with this action is that the workflow pauses only until the first person respond completes the task.
USING THE COLLECT DATA FROM USER ACTION
- Add new new Step to your workflow
- In the Action Menu - Choose Collect Data from a User
(If this action does not appear in the list, click More Actions to see the full list.)
- You can then add your Fields that you want the user to fill-in
- The values of the defined fields will be store in a variable.
In Fact a new task will be created with a specific ID. Only the ID is stored in the variable
USING THE STORES VALUES
To use the Stored values in a branching statement
- Choose Compare any datasource in the conditions menu
- click the first value hyperlink, and then click Display data binding
.
- and Choose Task, your field,
- below is a sort of Where Statement (that appears)
- You have to choose TASKS:ID and the values must be the variable you store the "collect data from user"
- Your option should look like the below
- The GUI will prompt you with the value options of your field
