Office 365 Check-Out Item in SharePoint Online and Office 365 Using Nintex Workflows

Welcome to an article on how to use the action Office 365 Check-Out Item in SharePoint Online and Office 365 using Nintex Workflows. This article will display the action “Office 365 Check-Out item” so that all my developer friends don’t have to spend much time and effort while using these functions in their projects.

Using this action you can Check Out items that have been checked in from a document library in SharePoint Online.

Let’s see the implementation of this functionality.

• I have created a document library “Dev Document” and have uploaded a document and named it “Test.”
  
  
• In Dev Document, Click on the Library tab on the Top ribbon and click on Nintex Workflows.
  
  
  
  
• You will see the following screen to create a new workflow.
  
  
• Click on “Create new workflow.”
  
  
  
  
• You will come to the design phase of the Nintex workflows.
  
  
  
  
• Add the action, “Office 365 Check-Out item” action by right clicking on the workflow or by dragging and dropping from the left toolbox.
  
  
  
  
• Now let’s configure it.
  
  
• When you double click on the action the following screen opens up.
  
  
  
  
  
  1. Destination site URL- Provide the site URL.
  2. Document Library - Specify the name of the library
  3. Items to check out - Either query or provide the filter as in which items should be checked out.
  4. SharePoint Online Url - Provide the site URL.
  5. Username - Provide the site user name.
  6. Password - Specify the password.
  7. All matched items checked out - Here you can add a variable which will state if all the items have been checked out based on the criteria.
     
     
• Now we have configured our workflow, let’s go and publish it to use it.
  
  
• Click on Publish on the left corner of the ribbon of Nintex Designer.
  
  
  
  
• You will see the screen below.
  
  
  
  
• 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 on Publish.
  
  
• Your workflow will get published.

I have already uploaded a file which is checked in.



Usually this function is used in a process but now this is a demo of only one action, so I would like you to run it manually.

Select that item and under File tab, click on Workflow as per the screen below.



It will open the following screen to start the workflow.



Click on “Check Out Item” and your workflow will be triggered.

After the workflow gets completed, you will find your document checked out as per the screen below.



So in this article we saw how to check out an item using the action Office 365 Check-Out item 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!