Upgrade the Check out item action

  • 12 December 2022
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Scenario

How to upgrade a Nintex for Office 365 workflow to Nintex Workflow Cloud that uses the action, Check Out Item.

 

After Upgrade

  • Your start event Connection property will need to be updated with an existing connection to SharePoint in your NWC Nintex Workflow Cloud environment.
  • The Check Out Item action will become SharePoint Online - Check out files in Nintex Workflow Cloud.
  • The new action will need to be reconfigured to point to your SharePoint site, specific document library, and specific document(s).

 

Differences

  • The action, Check Out Item, in Nintex for Office 365, only worked within the context of the list item that starts the workflow instance.
  • Moving forward, the action, SharePoint Online - Check out files, in Nintex Workflow Cloud, works by allowing you to selectively check out one or more files in a library by using conditions.
  • You can now configure conditions using the condition builder to point to the specific document or  multiple documents you would like to check out.
  • The check out file limit property allows you to set the maximum number of files the workflow action can check out at once when it executes. Note, 5000 files is the system maximum.
  • You can select to include files in subfolders if you would like to recursively checkout files.
  • You can store the result of the action in a variable that contains boolean variables indicating whether your files were successfully checked out.

 

Configuration

  1. Reset the Connection property in your start event to point to an existing SharePoint connection. By doing this first, other SharePoint related actions may automatically use this connection later in the workflow when you reconfigure them.
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  2. Under the Source files section, copy and paste a link to the SharePoint site that your document library lives in inside the SharePoint site URL property. Then click the Retrieve libraries button to populate the Document library lookup list property. Notice upon first selecting this action on the design canvas, the connection property automatically sets itself to the same connection from the Start Event.
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  3. Under the Conditions section, select Add conditions to open the Conditions builder. In this example, we use the ID variable from the SharePoint start event that points to the document that starts the workflow instance. This tells the action to only check out the SharePoint document with that ID value.
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  4. Configure the options to Include files in subfoldersCheck out file limit, and the output result variable based on your needs.
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  5. You can access the contents of the result variable later on in other actions of the workflow. In this example, we can use the action, Log to instance details, to show the value for the boolean status variable to ensure it successfully checked out your file.
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References


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