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Set Document Set Approval Status On SharePoint Online And Office 365 Using Nintex Workflows

Welcome to an article on how to use action "Office 365 set document set approval status" on SharePoint Online and Office 365 using Nintex Workflows. Here, we will see how to configure this action and use it for our work.

Using this action, you will set the approval status of the document to Approved, Rejected, and Pending. Let’s see the implementation of this functionality.

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

    Dev Document

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

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

    design

  • Add the action, “Office 365 set document set approval status”, by right clicking on the workflow or by dragging and dropping from the left toolbox.

    Office 365 set document set approval status

  • 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: Provide the destination URL where you want to set the document set approval status.
  2. List Name: Provide the list name.
  3. Document set to update: Create your queries through Query builder and CAML editor, to build a query of content, you want to update the status of. You can include query to loop through the folders and can apply filter on the results.
  4. Approval Status: - Choose what should be the approval status when the workflow executes.
  5. Comments: - Provide a comment for your update on the status.
  6. SharePoint Online URL: Provide the SharePoint Online URL here.
  7. Username: - Provide the user name.
  8. Password: - Specify the password.
  9. List document set ID: - Here, you can add a variable to store the List document set ID.
  10. List document set URL: Here, you can add a variable to store the List document set URL.
  11. List document set status: - Here, you can add a variable to store the List document set ID.
  12. Total document sets matched: Here, you can add a variable to store the value of total document set matched.
  13. Total document sets updated: - Here, you can add a variable to store the value of total document set updated.
  • Now, we have configured our workflow. Let’s go and publish it.
  • Click on Publish, on the left corner of the ribbon of Nintex Designer.
    Publish
  • You will see the following screen. 

  • 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 automatically when an item is created, or automatically when an item is modified. I will select the second option (start your workflow automatically when an item is created).
  • Click on Publish.
  • Your workflow will get published.

Once you have configured, the workflow will set the approval status of the document set when the workflow executes.

So, in this article, we saw how to set approval status using Office 365 set document set approval status in SharePoint Online and Office 365, using Nintex Workflows. We will see more new articles on the actions of Nintex Workflows in the other parts of the article. Until then, keep learning!


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