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Hi,

I have many questions:

  1. I have a workflow whose start event is currently set to "SharePoint – New or updated list item." I want to change this workflow so that the start event becomes a "Scheduled start." I feel like I cannot change the start event of an existing workflow and that I need to create a new workflow. Is that correct? If so, is there a way to copy the other actions from my old workflow into the new one?
  1. My current workflow updates a Microsoft list based on an Excel file saved in a SharePoint folder. Users have requested that the list not be updated automatically because I erase and reload the list, which impacts other workflows with forms that use this list as a data lookup. If I switch my workflow to use a "Scheduled start," is there a way to have it run only if a user has uploaded a new file that day, like for exaple: having a condition that the Modified date of the file was updated since the last run? How?
  1. Also, I’ve noticed that the "Get file" action allows selecting either a Item ID (Item ID option) or a single file name (URL option) for the Excel file. This means users must ensure the file always has the same name and overwrite it each time. Is that correct? I tried to use a URL with *, but it did not work. For example: Entity*.xlsx

@poirisop 

  1. See Help Doc on start event, gray box with Important label.  https://help.nintex.com/en-US/nwc/Content/Designer/StartEventConfigDB.htm.  Edit/update the variables is best option.  Copy can be accomplished via Export/Import, also in Nintex Help.  
  2. Any reason for erasing and reloading the list?  Is the excel spreadsheet storing the same data as the sharepoint list?

Thanks ​@Sasan ,

  1. Yes, the Excel spreadsheet stores the same data as the SharePoint list. BUT!!! my Excel spreadsheet may have new records. In this case, I need to add the new records to my SharePoint list.

Currently, I am using the **SharePoint Online - Delete items** and **SharePoint Online - Create an item** actions. It is the only way I find to add the new records. How can I do that, if I am using the Update Item, instead of delete and add?


@poirisop Any reason that your process needs to have two identical data repositories? Why can’t there be one single data repository?  Or another way to think about it, how can the process be designed to have one single data repository?  Sharing your business use case and/or process may help in the forum assisting in optimizing the process before it’s automated.  Design a good process first, then automate it!


My store list is in Microsoft Dynamics CRM.

We are discussing with IT security team to have a connector to CRM, but for now, I don’t have it.

My goal is to have a data lookup field in my Nintex form for the user to select a store, from a drop down list. 

The method I found to solve this problem:

I have one person who extract the store list from CRM, saved it to an Excel file into our SharePoint Online site. I have this SharePoint connector.

I have created a workflow to convert the Excel file into a Microsoft List to be able to configure a data lookup and use it in another workflow has a data lookup control.


I see.  It looks like you are trying to workaround the IT security team approval delay.  The workaround will have some challenges, as you have realized.  The cleanest and best long term option is the direct connection to your CRM within the Form, to list the stores dynamically.  How long is the store list?  If small, can you list them out, till you get IT approval, as an interim solution.


Hi ​@Sasan 

Yes, you are correct that the workaround is meant to address the IT security team approval delay, which unfortunately can be quite lengthy. Regarding the store list, it actually contains around 1000 stores, sometimes less if I need to filter on a specific division or a specific corporate type.


I see.  That’s a long/large list of stores and can appreciate having a dynamic update.  The scheduled start event, as intended is based on a set time condition and can be set for off-peak hours.  The other option you may want to consider is using the Microsoft OneDrive for Business as a storage place and with the New file as a start event.  


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