I’ve added some custom fields to a document library and would like to automate the check-in process when a button is clicked. From what I understand, the check-in action only works if the document has been checked out beforehand. I need to access the form, update fields, then click a button save, submit and check in the document. Is this possible?
Question
Create Button to Check In Document in Document Library
+1
+23- Nintex Employee
Hi
Unfortunately, there is no way to check in or out a document in a library from a Nintex Form.
To edit a document in a library that has version control, the document must be checked out.
Once the document is checked out, the form can be opened and the metadata edited.
When the form is saved/submitted, the document remains checked out. In this instance, a workflow could run on item modification and check the document in.
+1Thanks for the clarification, Simon. I agree with you that it’s not possible to check in or check out a document directly from a Nintex Form. That’s why I designed a workflow intended to perform the check-in when a button is clicked.
I’ve configured a status change triggered by the button click, which serves as the workflow’s initiation point.
Example:
User access the form > check out the document > make some updates in the form and will click the button to save and submit (at the same time the status will change to “Complete”) > trigger the workflow to check-in the document
As you’ve pointed out, the document remains checked out after “Save/Submit” action, which is the missing piece in this flow. I need to revise the workflow to ensure the document is checked in when the button is clicked.
I attempted to add a “Check-in” step to the workflow, but it didn’t have any effect. I also tried inserting a “Check-out” step before the “Check-in”, but since the document is already checked out, that didn’t help either.
From what I can tell, the “Check-in” action only works if the item is NOT currently checked out to someone and you have Check-out step prior to it. So the working sequence seems to be:
Check out > update item > check in
+1I’m wondering if it’s possible to configure the “Save and Submit button so that, upon clicking, it not only updates the status but also automatically checks in the item.
Currently, when the button is clicked, the item remains checked out to the user. Would appreciate any insights or suggestions. Thanks in advance!
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