Hi - hoping someone can help. I have Nintex 2007, using with an Infopath form. I'm trying to convert my infopath form to a web form so it can be used on a mac. In doing so, I have now run into a size issue. The form allows users to add 1 to many attachments, and because of my portal limitations, I am limited to 5MB. So I am trying to create a workflow using Nintex to take the attachment from the infopath form and move it to a shared document library at the time of submission - not just copy it. The infopath form itself will not save with an attachment > 5MB. I can't allow the users to simply enter a URL either, too many errors in getting the correct URL.... Thanks so much for any help!
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To address the size limit, this is a hard limit to a farm for a form library. You can make adjustments to the system config files to allow more, but it's generally not advised. If you move to a custom list and use InfoPath as the custom form, the 5 MB limit does not apply there as it will store as an attachment to the list item.
If you use a list item attachments, you can move documents using the author.dll MoveDocument web service method to move to somewhere else.
I've done this with InfoPath 2010, but it should work the same.
Create Branches for Multiple Attachments
Note: For the instructions below I will be referring to Attachment 1.You will build these workflow actions along one branch, then copy and paste that workflow for the other branches, and edit the actions to point to the appropriate fields/Variables/xPaths for each new attachment (Attachment 2 and Attachment 3 in example workflow).
Theresa - your post helped a lot! Have a couple questions, if you can help me further:
If not, do both from Check-out and check-in have anything to do with this action?
Because I got an error : ‘Error processing XML. The file "http://h2.aafes.com/sites/14/ebusiness/IDM/MSTGrp/MST_NIIF/Item
Workflow TESTING/Case 60122 Hardlines..." is not checked out. You must first check out this document before making changes’
2. Does the version of Nintex matter? (I could not find some actions / parameters you mention)
Erin, in answer to question # 2, I'm using SharePoint, InfoPath, and Nintex 2010. I do know of a co-worker who did this with SharePoint and Nintex 2010 and InfoPath 2013.
As to question #1, we do not have forced check out set up on the InfoPath form library and we do not check out or check in the file. One thing we noticed is that you shouldn't open the form until you are sure the workflow has completed. If you open the form before Nintex completes all of the actions you will get an error message - typically because it hasn't had the chance yet to update the InfoPath form. Another thing I've noticed is that different files can have renaming issues. Your file name looks okay, but I have not tried this on .xml files. Examples of errors I've seen are when a PDF is attached with ".PDF" instead of ".pdf" as the extension, when symbols are used in .html files, and when there is a space in the file name before the extension (ex. file name .pdf).
I hope this helps.