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Submitted Form saved as document in SharePoint

  • 20 April 2020
  • 2 replies
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Hello,

 

I have a form that I created in Workflow Cloud that will be sent out to External Users. Our ultimate goal is to  save the submitted form as a document and attach it to a SharePoint Library. 

 

How can this be achieved in NWC?

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Best answer by butlerj 22 April 2020, 15:51

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@mcamarco This is doable, however you would need a pre-configured document template and the Document Generation action to the populate the data into the document. You can see how this works in some of the templates that we have on https://gallery.nintex.com as many of them leverage this same functionality. The Employee Onboarding template has a good example of this: https://gallery.nintex.com/5e141c145798b600451a1995/Employee%20Onboarding

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In an attempt to use the DocGen function, I'm unable to use the SharePoint connection. I have the connection created already as I'm using it in other parts of the workflow. 


 


The document is already created & tagged, ready to be used. Any suggestions on this?

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