Post
Ask Question

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

Welcome to an article on how to use action "Office 365 send document to repository" on SharePoint Online and Office 365, using Nintex Workflows. This article will display the action “Office 365 send document 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 to a different repository, which can be used for various purposes.

Let’s see the implementation of this functionality.

  • I have created a document library “Dev Document”. In Dev Document, click the 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 Nintex Workflows.

    design

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

    screen
    screen
    screen

Configuration

  1. Destination Site URL: It provides the destination URL, where you want to copy or move the document.
  2. List Name: It provides the list name.
  3. Items to send to repository: Create your queries through Query builder and CAML editor to build a query of the content you want to move or copy. You can include the query to loop through the folders and can apply the filter on the search results.
  4. Action: It helps to choose whether you want to move or copy.
  5. SharePoint Online URL: It provides SharePoint Online URL here.
  6. Username: It provides the user name.
  7. Password: It specifies the password.
  8. All matched items sent to repository: Here, you can add a variable to store the value ‘Yes’ if the items have been successfully moved.
  9. New Document URL: Here, you can add a variable to store the document 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 screenshot, 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 either start your Workflow manually.
    • Or 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 be published.

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

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


Similar Articles