How to Set Item Level Permission Using NINTEX Workflow in SharePoint

In this article you will see how to set item level permission using a NINTEX workflow in SharePoint.

Introduction

In this article you will see how to set item level permission using a NINTEX workflow in SharePoint. I want to set item level permission for the documents that are uploaded in the Shared Documents. I will stop inheriting permission from the parent and "Full Control" permission will be given to the "Created By" user to the document. This can be done using the "Set item permissions" NINTEX workflow action.

Set item permission workflow

The following will set the item permission workflow:

1. Navigate to the Shared Documents.
2. Click on the "Library" tab and then click on "Workflow Settings".
3. Click on "Create a Workflow" in the Nintex Workflow.
   
   
   
   
4. Click on "Cancel".
   
   
   
   
5. Drag and drop the "Set item permissions" action from the "Libraries and lists" section.
   
   
   
   
6. Click on "Configure" from the drop down list in the "Set item permissions" action.
7. Select "Current item" from the "Set permission" on the drop down list.
8. Select "No" for the "Inherit permissions from parent".
9. Click on the "Address book" button for users.
10. Expand the Lookup section and click on the "Created by" property that is available under the Item properties.
    
    
    
    
11. Click on "Add".
12. Click on "Ok".
13. Select the permission level for the user and then click on "Save".
    
    
    

Publish the workflow

1. Click on the "Publish" button in the ribbon interface.
   
   
   
   
2. Make sure the Title is set; optionally you can set the values for Description and Change Comments.
   
   
   
   
3. Click on the "Submit" button.
   
   
   
4. The workflow is published successfully.
   
   
   

Test the workflow

1. Navigate to the Shared Documents.
2. Select the document and then click on Workflows in the ribbon interface.
   
   
   
   
3. Click on "Set Item Permission" workflow and then click on the "Start" button.
   
   
   
   
4. After a few minutes the workflow status will be changed to "Completed".
5. Select the document and then click on "Manage Permissions" in the ECB menu.
   
   
   
   
6. The item level permission is set successfully for the document.
   
   
   

Summary

Thus in this article you saw how to set item level permission using a NINTEX workflow in SharePoint.

Related Links

1. How to Create Site Using NINTEX Workflow in SharePoint
2. How to Delete Site Using NINTEX Workflow in SharePoint
3. How to add user to SharePoint group using NINTEX workflow
4. How to Remove User From SharePoint Group Using NINTEX Workflow
5. How to Check if SharePoint Group Exists Using NINTEX Workflow
6. How to Create User Defined Action For NINTEX Workflows in SharePoint