Build a SharePoint list for your Nintex Workflow or Forms 2016

Document created by emily.billing@nintex.com Champion on May 11, 2014Last modified by frank.field@nintex.com on Jul 11, 2016
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This short tutorial will demonstrate how to create a SharePoint list for a leave request in Nintex Workflow 2013 or 2016. Once that list has been created, a workflow or a form can be attached to the list.

 

 

Navigate to the site in which the list will be created. From the Settings Icon, select Add an App.

add_an_app.png

 

 

Click on Custom List. In the Name section, enter a title and click Create.

custom_list.png

create_list.png

 

 

Add the list columns

Click on the Leave Request list, In the List Ribbon, click on Create Column.

create_column.png

In the Column Name field, type “Leave type” and select Choice.

leave_type_column.png

In the Type each choice on a separate line field, enter the type of leave.

  1. “Annual Leave”
  2. “Sick Leave”
  3. “Leave without pay”
  4. “Maternity Leave”
  5. “Bereavement Leave”

Select Drop-Down Menu. Click Ok.

type_of_leave.png

Now you can create the remainder of the columns for the following information:

Start Date

    1. In the Column name field, type “Start Date” and select Date and Time.
    2. In the Date and Time Format field, select Date & Time.

End Date

    1. In the Column name field, type “End Date” and select Date and Time.
    2. In the Date and Time Format field, select Date & Time.

Description

    1. In the Column name field, type “Description” and select Multiple lines of text.

 

The columns should appear as below. A Nintex Workflow or Nintex Form can now be attached to this list.

list.png

 

Done here? Move on to the next tutorial>> How to Create a Leave Request Workflow

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