Is it possible to add fields from the related list item to a Task form generated by SharePoint Designer by using the "Collect Data from a User" action?
Posted on 2013-01-16
I have a custom approval workflow that I created using SharePoint Designer 2007. The workflow uses the "Collect Data from a User" action. The Generated form contains the Title and Description fields, an Approval Status radio button list, a comments multi-line text box, and a link to the related item. I would like to display a few fields from the related list item so the approver knows what he or she is approving without having to click the related item link. I added a Data Form Web Part to the top of the Task Form but I need to filter it so only the related item displays. In the list that the related item is stored in, there is a tracking number column. That tracking number is the same as the link text for the related item link in the Task form. When I try to "Send a row of data" from the Task form to the related item's Data Form to use as a filter, the only option I have is the "WorkflowLink" column. If I choose that, the "Create a hyperlink on" drop-down list is empty and I cannot complete the Web Part Connection Wizard. Any ideas on how I can expose the related item link text value to the item list Web Form as a filter? Currently, my only tool is SharePoint Designer 2007 so .NET code is not an option.