How to Convert Word Document to PDF Using NINTEX Workflow in SharePoint

Introduction

In this article you will see how to convert a Word document to PDF using a NINTEX workflow in SharePoint. I have a team site in which a "Shared Documents" document library is available. I will show you how to convert the Word document (.docx) to PDF by running the NINTEX workflow for the document.

Prerequisites

1. Ensure the "Word Automation Service" application is configured in the Central Administration.
2. Ensure the Word Automation Service is started in the Central Administration.

Workflow Design



A regular expression action is used to get the item URL and replace the .docx to .pdf and store the destination URL in the workflow variable. The convert document action converts the source document to PDF.

Conversion

The following procedure will convert to a PDF 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 Nintex Workflow".
4. Click on "Cancel".
   
   
   
   
5. Drag and drop the "Regular Expression" action from the "Operations" section.
   
   
   
   
6. Click on "Configure" from the drop down list in the "Regular Expression" action.
7. Click on the "Variables" button.
   
   
   
   
8. Click on the "New" button.
   
   
   
   
9. Enter the variable name as "destinationURL" and select the variable type as "Single line of text".
10. Click on "Save".
11. The variable is created successfully.
    
    
    
    
12. In the Regular Expression action we need to replace docx with pdf from the ItemUrl.
    
    
    
    
13. Store the result in the workflow variable "destinationURL" that we created.
    
    
    
    
14. Click on "Save".
15. Drag and drop the "Convert" document action from the "Libraries and lists" section.
16. Click on "Configure" from the drop down list.
17. Configure the values for the action as shown below
    
    
    
    
18. Click on "Save".

Publish the workflow

1. Click on the "Publish" button in the ribbon interface.
   
   
   
   
2. Ensure 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 "Convert to PDF workflow" and then click on the "Start" button.
   
   
   
   
4. After a few minutes the workflow status will be changed to "Completed".
5. The converted PDF document is created successfully as shown below.
   
   
   

Summary

Thus in this article you saw how to convert a Word document to PDF using 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
7. How to Add a Group in SharePoint Site Using NINTEX Workflow
8. How to Remove Group From SharePoint Site Using NINTEX Workflow
9. How to Set Item Level Permission Using NINTEX Workflow in SharePoint
10. How to Create Item in Another Site Using NINTEX Workflow in SharePoint
11. How to Get All the Users From a Specific SharePoint Group Using NINTEX Workflow