How to Set Item Level Permission Using NINTEX Workflow in SharePoint

In this article you will see how to set item level permission using a NINTEX workflow in SharePoint.

Introduction

In this article you will see how to set item level permission using a NINTEX workflow in SharePoint. I want to set item level permission for the documents that are uploaded in the Shared Documents. I will stop inheriting permission from the parent and "Full Control" permission will be given to the "Created By" user to the document. This can be done using the "Set item permissions" NINTEX workflow action.

Set item permission workflow

The following will set the item permission 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 the Nintex Workflow.

    Creating Workflow

  4. Click on "Cancel".

    Blank Workflow

  5. Drag and drop the "Set item permissions" action from the "Libraries and lists" section.

    Libraries and lists Workflow

  6. Click on "Configure" from the drop down list in the "Set item permissions" action.
  7. Select "Current item" from the "Set permission" on the drop down list.
  8. Select "No" for the "Inherit permissions from parent".
  9. Click on the "Address book" button for users.
  10. Expand the Lookup section and click on the "Created by" property that is available under the Item properties.

    Lookup Section

  11. Click on "Add".
  12. Click on "Ok".
  13. Select the permission level for the user and then click on "Save".

    User Permission

Publish the workflow

  1. Click on the "Publish" button in the ribbon interface.

    Workflow Publish button

  2. Make sure the Title is set; optionally you can set the values for Description and Change Comments.

    Description and title

  3. Click on the "Submit" button.

    Workflow Submit button
  4. The workflow is published successfully.

    Workflow Publish successfully

Test the workflow

  1. Navigate to the Shared Documents.
  2. Select the document and then click on Workflows in the ribbon interface.

    Workflows in the ribbon interface

  3. Click on "Set Item Permission" workflow and then click on the "Start" button.

    Item Permission

  4. After a few minutes the workflow status will be changed to "Completed".
  5. Select the document and then click on "Manage Permissions" in the ECB menu.

    Manage Permissions in the ECB menu

  6. The item level permission is set successfully for the document.

    Item Permission

Summary

Thus in this article you saw how to set item level permission using a 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

Up Next
    Ebook Download
    View all
    Learn
    View all