Welcome to an article on how to use action Office 365 create list item or document set in SharePoint Online and Office 365, using Nintex Workflows. This article will display the action “Office 365 Create List Item or Document Set”. Here, we will see how to configure this action and use it for our work.
Using this action, you can create a list item or a document set, based on your requirement.
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.
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- You will see the screen where you are required to create a new workflow.
- Click below, “Create new workflow”.
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- You will come to the design phase of the Nintex Workflows.
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- Add the action, “Office 365 Create List Item or Document Set” action by right clicking on the Workflow or by dragging and dropping from the left toolbox.
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- Now, let’s configure it.
- When you double click on the action, the following screen opens up.
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- Destination site URL - Provide the site URL.
- Username - Provide the site user name.
- Password - Specify the password.
- List/ Document Library - Specify the name of the library or the list.
- Folder - Provide a name of the folder, if you want that item to be created in.
- Fields - Choose fields for the new item or you will need them to associate it with the columns.
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- Created Item ID - Here, you can add a variable to store the created item id.
- Created Item URL - Here, you can add a variable to store the created item 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.
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- You will see the screen, given below:
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- 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.
- Or you can start your Workflow automatically, when an item is modified.
- Click Publish.
- Your workflow will get published.
Once you configure, the workflow will automate the process of creating a new document or a list item or a document set as per your scenario.
Hence, in this article, we saw how to create a list item or a document set, using the action Office 365 create list item or a document set 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!