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Update Items On SharePoint Online And Office 365, Using Nintex Workflows

Welcome to an article on how to use action Office 365 update items on SharePoint Online and Office 365, using Nintex Workflows. This article will display the action “Office 365 update items”. Here, we will see how to configure this action and use it for our work.

Using this action, you will be able to update the items as per your query.

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”.

    Dev Document
  • You will come to the design phase of the Nintex Workflows.

    design

  • Add the Office 365 update items action by right clicking on the workflow, or by dragging and dropping it from the left toolbox.
    toolbox
  • Now, let’s configure it.
  • When you double click on the action, the following screen shows up.

    screen
    screen
    screen

Configuration

  1. Destination Site URL: Provide the destination URL where you want to update the items.
  2. List Name: Provide the list name.
  3. Items to update: Create your queries through Query builder and CAML editor, to build a query of content you want to update the permissions of. You can include the query to loop through the folders and can apply filters on the results.
  4. SharePoint Online URL: Provide the SharePoint Online URL here.
  5. Username: - Provide the user name.
  6. Password: - Specify the password.
  7. Fields to update: - Choose the fields you want to load the query with, in the query builder or use the XML builder to paste the code here in the box below.

    Fields
    Fields

  8. All matched items updated: - Here, you can add a variable to store the value ‘Yes’, when all the matched items have been updated.
  9. List Item ID: Here, you can add a variable to store the List item id.
  10. List Item URL: Here, you can add a variable to store the List Item URL.
  • Now, we have configured our workflow. Let’s go publish it and use 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.
  • Put some 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. 
    • Or, you can start your workflow automatically when an item is modified.

      I have selected the second option.

  • Click on Publish.
  • Your workflow will get published.

Once you have finished configuring, the workflow will update the items as per the queried columns when it executes.

So, in this article, we saw how to update items using the action Office 365 update items in SharePoint Online and Office 365, using Nintex Workflows. We will see more new articles on the actions of Nintex Workflows in the upcoming parts of the article. Until then, keep learning!


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