Thursday, June 29, 2017

Query List and read all items in Nintex Workflow for Office 365

Introduction

Query List in Nintex Workflow for Office 365 used to get list items. You can select all list items or select items when a condition is true.

Here I’m going to illustrate how to select all the items and log into workflow history list.

I have a list and it has three columns. 1. Title 2. Body 3.Subject.

Solution

Step 01

Add “Query List” action into workflow from the left menu and select the list. Select  the Editor Mode; in my case I have selected “Query Builder” and  have checked “Select all list items” radio button.

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Then under “Columns to select” category select the columns you have to use. Your output should be “Collection type”.

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Step 02

Now you have to add “For Each” action. There you have to select the Collection which we defined in Step 01.

You have to define a workflow variable as Text and select in “Output value”; also you have to select Output Index and it should be an integer.

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Step 3

Then add “Get Item From Collection” action and select “Target Collection”. You can select the collection which we created in the above step.

Select the index and also select the “Output”. Refer the screen.

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Step 4

Then log the data you want to see.

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You can see the History log by item by item.

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Conclusion

I have shared the Nintex workflow file. You can import and have a look.

https://drive.google.com/file/d/0ByEnOE8DAdvhY3F6VEF0SWlRcXc/view?usp=sharing



Tuesday, June 20, 2017

Disable/Hide controls if current logged in user is not a member in SharePoint Group – Nintex Forms for Office 365

Introduction

We had a business requirement where we have to hide some controls, if the current logged in user is not a member of a particular SharePoint group. We were developing the forms using Nintex Forms for Office 365.

Solution

You can use Rules to achieve the requirement.

Step 01

Select the controls which you have to hide and add a Rule.

Step 02

Define the Rule Type as “Formatting”

Step 03

Use this formula

not(fn-IsMemberOfGroup('Your SharePoint Group Name'))

Add your SharePoint group name within brackets. (In my case AERAdmins is the SharePoint group Name)

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Step 04

Select Disable and Hide from formatting.

Preview

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Conclusion

You can see the entire form from the below screen shot.

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You can download the form, you can import and have a look.

https://drive.google.com/file/d/0ByEnOE8DAdvhV1V6WDZOb2w0SFk/view?usp=sharing