I have a SharePoint list that I would like to populate a Word document from using a workflow. Is this possible with Nintex?
I noticed this post: https://community.nintex.com/docs/DOC-1258
Would I need to use content controls to this as well?
Yes : Nintex worklfow is able to set some values in a Word document, where this document contents Content Controls.
In the Update Document action, you will specify :
- the doc you want to update
- the Content Control that you want to update
- the value you want to write
This is VERY possible with Nintex - and it's a feature that makes Google Docs look like preschool in the business app world.
You need a few things:
As a tip, when you first try this, just map one value/column with one content control. That way, you'll establish the document build with less risk of there being a value mapping issue. Start simple, and build up. Oh, and be mindful as these Update Document actions grow. I find after about 15 content controls the action takes longer to open. Add to too many values and things can slow down. If you have a need to map 20+ content controls then use multiple Update Document actions, with the Output URL of the first being the Source URL of the second (and allowing Overwirte document obviously).
Update Document is quite frankly one of the most powerful features in the Nintex toolkit. Good luck!
Yes, you need to have a word document with content control in it, then "Update Document" workflow action is able to read it and update it by specified value, you can also refer this article for the same.