Inserting or Updating a Managed Metadata field using Nintex Workflow

What does the data in your variable vTextBusinessUnitMM look like before you run the RegEx?  I'm using SharePoint 2013 (it appears you're using 2010), and when I get the value from my MM column, it doesn't contain the IDforTerm information.  Is this a a change between 2010 and 2013?

OK so i have had a play in 2013 to see how to do this.  For the test i had the following set up:

• Site 1:  List with title field and managed metadata field (term set Organisation) called "Business Area"
• Site 2:  List with title field and managed metadata field (term set Organisation) called "Organisation"

Requirement:

• to have a workflow on site 1 list that would enter same term into site 2 list

The above works for 2010.  Here is what I did for 2013:

1. workflow on site 1 list
2. query TaxonomyHiddenList site 1 for "IdForTerm" (vTextIdForTerm) and "Title" (vTextTermTitle) where "Term" is value in list
3. query TaxonomyHiddenList site 2 for "ID" (vIDDestinationTerm) where "IdForTerm" = vTextIdForTerm
4. Build string vIDDestinationTerm;#vTextTermTitle|vTextIdForTerm (vTextUpdateTermValue)
5. Create item in another site and use vTextUpdateTermValue

can you leverage full path?  and use that to compare in taxonomyhiddenlist?

if I want to update an item from a site A to a Site B with managed metadata fields, in source field values I get something like :

"ID;Term"

my solution is :

the ID is corresponding to the ID in the TaxonomyHiddenList, instead of querying this list with the label i'll query it with the ID to get the GUID of the term. The ID is unique in the sitecollection, the Guid is unique in the whole Farm.

Then the update is done via webservice on 2 Fields "MyFieldName" + the associated hidden note Field StaticName.

I get the staticName calling webmethod "getlist" in list.asmx and querying XML result.

I can post more here or create a blog post if necessary but Nintex should really provide an action to update an item in another site or to get ManagedMetadata Guids easily.

are you sure your variable "txtIdForTerm" has the same value as what you are entering directly?

Is it in principle possible to set Multivalue Managed Metadata Columns with NINTEX Workflow?

Hi ‌ - it was a long time ago now I am struggling to remember but I believe I was adding not updating.

My colleague and I were able to figure this out a bit easier. In the action that creates the item in the destination we simply used this syntax:

-1;#[MMfield_0]

or example if your Managed Metadata field is called 'DocType' it would be:

-1;#DocType_0

I couldn't really tell you why it works but it does! The DocType_0 will be in the format TermLabel|TermGuid. I don't get the -1 but it makes the magic happen.

That is what I am using it for. Creating and updating. Haven't figured out how to null out an existing field yet but haven't really tried b/c my fields are required anyway so far. It saved me about 16 steps of workflow building soap responses and whatnot.

I've used it in a couple of places but for example I put it directly in an O365/Nintex action to create an item in another site collection. Rather than select a variable or build a string first I just put it directly into that action and shockingly it worked.

In your Query, is the List ID the ID of the TaxonomyHiddenList?  If yes, how did you get the ID?

<Query>

  <Lists>

    <List ID="{0x0100F91D8395C2F2A34EB7D163EFA6D2C762}" />

  </Lists>

<ViewFields>

<FieldRef Name="IdForTerm"/>

<FieldRef Name="ID"/>

</ViewFields>

<Where>

<Eq>

<FieidRef Name="IdForTerm"/>

<Value Type="Text">{WorkflowVariable:vDocCategoryValue_txt}</Value>

</Eq>

</Where>

</Query>

That worked! Thank you.

You could use web service call _vti_bin/lists.asmx > GetList supply in "TaxonomyHiddenList" and get ID from result?