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Setting Unique permissions for document sets to only allow visibility based on a fiel

I have a sharepoint list that I want to use for the whole company to process document sets. I only want one department to have access to document sets specified by that department field, e.g., sales s...

• Labels:
• Workflow

How to resolve Document Set workflow error "workflow has ended unexpectedly"

I originally had the workflow for my document set library to automatically start when a NEW document set is created. However, you can't upload the documents until after the NEW document set is created...

Document Sets SMEs - Initiating a nintext workflow at the document set level

My workflow is set to atomically start when a new item is entered; however, I would like to have my nintex workflow to only automatically start when creating a new document set - and NOT after each n...

How to enable a nintex form to start from the item menu in sharepoint 2019

Similar to enabling a workflow to start from an item menu(in workflow settings)- is there a way to enable to Nintex form to start from the item menu of a sharepoint list? I have several different con...

• Labels:
• Forms
• Workflow

How to find the Document Set URL for the item to insert into a workflow

I built a state workflow for my document set to submit and track awards - using flexi tasks. The approvers can either reject, approve, or ask for more information. If more information is required, a n...

• Labels:
• Workflow