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raines274
Nintex Newbie

Nintex Work Flow

Hello all,

I am learning Nintex for SharePoint 2016. Just wanted to confirm, the first step to build a WF with Nintex is to create a list or a custom list on SharePoint?  

Thanks in advance,

Raines

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jackgelo
Nintex Newbie

Re: Nintex Work Flow

With Nintex for SharePoint 2016 you can:

  • create workflow for lists/library (in that case, you have to build the list/library before building a workflow on it)
  • create workflow for a SharePoint site (in this case, you need to have created the site where you want to build the workflow, usually site workflows are used for scheduled workflows or massive operations not tied to a single item in a list or library)
  • create reusable site workflow templates (these are templates for list workflows, you'll create a template and then you can apply it to several lists/libraries)

 

Most used are workflows of first two types, for my experience..

Giacomo

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raines274
Nintex Newbie

Re: Nintex Work Flow

Thank you Giacomo, very much appreciated. 

I have been given an assignment at work to create a simple workflow for users to request a (folder) or a (document) to be added un our SharePoint team site, As a site administrator, I would like to receive an e-mail notification stating that a user has requested a (folder) or a (document) to be added to our team site. Then, I will have the option to reject or approve the request. User will have the option to attach a file on the workflow.

Note: We have Nintex for SharePoint 2016.

How do i accomplish this?

Thank you in advance

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jackgelo
Nintex Newbie

Re: Nintex Work Flow

Hi,

I'll approach this with a list where user will create a new item for each request (maybe with some additional fields in order to specify the request details and optionally add attachments). In addition, a list workflow that will start automatically when a new item is created will start an approval to you (with the mail notification)

Giacomo

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raines274
Nintex Newbie

Re: Nintex Work Flow

Hi Giacomo,

Thank you. Ok so i learned how to create a list and simple approval workflow to accomplish my assignment. I can now reject and/or approve the folder request.

How can i configure the workflow to automatically place the folder to main page or under another folder within the site once i approve the folder request? 

Example: Team member will submit a form request to add a "folder" on the site. Once i receive the request i will approve it then the folder will be added on the main page or under another folder (as a Sub-Folder) within the site.

Thank you,

Mr. Perez

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jackgelo
Nintex Newbie

Re: Nintex Work Flow

Hi..what do you mean by "add a folder to the main page"? pages don't contains folder or documents..do you mean document libraries? In that case, you can use the "Create an item" action and then specify the content type folder in order to be able to create a folder..

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raines274
Nintex Newbie

Re: Nintex Work Flow

Yes, i meant add a folder to the document libraries. As a site admin i

would like to control folder naming conventions to keep the site organized.

Users were adding folders with bad naming and located under wrong folders

structured. I am thinking once a folder request has been approved by me

i would then add the folder myself manually? can the workflow can do it

automatically.

Example: User requests folder name: (2018 Meetings) to be housed under

folder: (Staff Meetings).

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jackgelo
Nintex Newbie

Re: Nintex Work Flow

Yes, you can create folder both at root level of the selected document library and inside a specified hierarchy

Using the action in this way, it will create a Folder named "abc" directly in the root of Documents library

If in Name field you specify a hierarchy, it will create the folder there..in this case the folder "def" will be created inside "abc" folder in Documents Library

In my screenshot the name of the folder and the hierarchy are fixed, but you can make them dynamic referencing item properties from the request or using variables inside the workflow..

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raines274
Nintex Newbie

Re: Nintex Work Flow

thanks sent you a pm

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