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Send Document Set To Repository On SharePoint Online And Office 365 Using Nintex Workflows

Welcome to an article on how to use action "Office 365 help in sending the document set to repository" on SharePoint Online and Office 365, using Nintex Workflows. This article will display the action “Office 365 send document set to repository”. Here we will see how to configure this action and use it for our work.

Using this action, you can copy or move the document, set to a different repository,  which can be used for the various purposes.
Let’s see the implementation of this functionality.

  • I have created a document library “Dev Document”. In Dev Document, click Library tab on the top ribbon and click Nintex Workflows.

    Dev Document

  • You will see the following screen, to create a new workflow.
  • Click “Create new workflow”.

    Create new workflow
  • You will come to the design phase of the Nintex workflows.

    design

  • Add the action, “Office 365 send document set to repository” action by right clicking on the workflow or by dragging and dropping from the left toolbox.
    Office 365 send document set to repository
  • Now, let’s configure it.
  • When you double click on the action, the following screen opens up.

    screen
    screen

Configuration

  1. Destination Site URL: Provide the destination URL; where you want to copy or move the document set.
  2. List Name: Provide the list name.
  3. Items to be sent to repository: Select the property of the items you want to move or copy or you can choose all.

    property
  4. Action: Choose whether you want to move or copy.
  5. SharePoint Online URL: Provide the SharePoint Online URL here.
  6. Username: - Provide the user name.
  7. Password: - Specify the password.
  8. Send to repository status: - Here, you can add a variable to store the value ‘Yes’ if the repository has been successfully moved.
  9. Document set URL: Here, you can add a variable to store the document set URL.
  • Now, we have configured our workflow. Let’s go and publish it to use it.
  • Click Publish on the left corner of the ribbon of Nintex Designer.
    Publish
  • You will see the screen, given below:

    screen

  • Give your workflow; a name
  • Description
  • Choose your task list; where it should store the tasks; it will be Workflow tasks by default.
  • Choose your history list; where it should store the history logs; it will be Workflow history by default.

  • Start Options

    • You can start your workflow manually.
    • You can start your workflow automatically, when an item is created. I will select this option to create automatically; when an item is created.
    • You can start your workflow automatically, when an item is modified.

  • Click Publish
  • Your workflow will get published.

Once you configure, the workflow will move the document sets to a different repository when the workflow executes.

Thus, in this article, we saw how to copy or move the document sets, using Office 365 send document set to repository in SharePoint Online and Office 365, using Nintex Workflows. We will see more new articles on the actions of Nintex Workflows in our future articles. Until then, keep learning!


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