This actions allow you to read from Content Controls inside a Microsoft Word document. When documents in a document library have these controls, Nintex Workflow has the ability to work with these controls.
Below you will see the steps needed to achieve reading from the Content Controls in a Word document.
The document that is added to the document library needs to have the content controls in the template for Nintex to work with. We therefore need to edit the template associated with the document library. You can do this as follows:
Now that the template is in place, the workflow is able to read from the content controls within it. In this demo, I have created a content control called ctProject to store the Project number on the document itself (not within the document metadata). I will use this project number to find the Project Manager and email them when a document is added.
Configure the action to query the Projects list where Project is equal to the variable vTextProject. Pull out Project Manager and store in vPersonProjectMgr.
To see this in action, create a document using the template in your library, ensuring the project number added to the document is valid in the list of projects and run the workflow.
Please note - naming conventions for labels are just my preferred way of working, other people have different ways. This was covered in the most recent Nintex Hangout which is mentioned in this thread: Nintex Style Guide
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