When configuring actions in Nintex start events, we cannot access the same start variables we usually have with a SharePoint online start event. Nintex start events include Component workflows, Form Workflows, and Scheduled workflows.
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Scheduled workflows have no start variables but can use the Retrieve an item action.
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Component workflows use variables passed from the main workflow, but the Retrieve an item action can retrieve most of the SharePoint variables inside the component workflow.
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Form Workflows use form variables but can also use the Retrieve an item action.
Configuring SharePoint Action Fields When There Is No Start Event Object
When a Scheduled workflow lacks a SharePoint Online start event object, data must be retrieved using alternative methods. Below are three recommended approaches:
1. Retrieving SharePoint Data from a Parent Workflow
If a Scheduled workflow is triggered from a parent workflow, use workflow variables to pass relevant SharePoint data:
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In the parent workflow, store the site URL, list name, and item ID in variables.
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Use Start Workflow actions to pass these variables to the Scheduled workflow.
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In the Scheduled workflow, use these values to retrieve SharePoint items dynamically.
2. Using Data Sources to Retrieve SharePoint Data
Instead of relying on start event variables, leverage Query List or Retrieve Item actions:
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Use Query List when multiple items meet certain conditions.
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Use Retrieve Item when accessing a specific item by its Site URL, List Name, and Item ID.
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Store the retrieved item in workflow variables for further processing.
3. Defining Constants for SharePoint Data Using Set Variable Actions
For workflows requiring predefined values, use Set Variable actions:
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Define constants for common SharePoint locations used across workflows.
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Store default values for the site URL and list name within Nintex constants.
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Dynamically set item IDs based on business logic in the workflow.
Best Practices for Working with Multiple SharePoint Item Columns
When handling multiple SharePoint item columns, follow these guidelines:
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Retrieve data using Site URL, List Name, and Item ID instead of creating excessive start event variables.
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If a component workflow only needs data from one column, create a start event variable.
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If multiple columns are needed, retrieve the item inside the workflow and use the return object.
This approach enhances workflow maintainability by reducing unnecessary variables and keeping workflows modular.