Create a New Item in SharePoint 2013 and Office 365 Using Nintex Workflows


Nintex Workflows – Part 1

Welcome to my today’s article on how to create a new item in SharePoint 2013 and Office 365 using Nintex Workflows. This article will be a series to numerous functions of Nintex Workflows in different parts so that all my developer friends did not have to spend much time and effort while using these functions in their projects.

Let’s see the implementation of this functionality.

  • Create two lists, Dev Testing and Dev Testing 1.
  • In Dev Testing, Click on the List tab on the Top ribbon and click on Nintex Workflows.

    dev testing

  • You will see the following screen to create a new workflow.
  • Click on Create new workflow.

    create new worl flow

  • You will come to the design phase of the Nintex Workflows.
  • Add the action “Create List Item” either by right clickig on the workflow or by dragging and dropping from the left toolbox.

    Create List Item

  • Now let’s configure it.
  • When you double click on the action the following screen opens up.

    opens up

    1. Target List: Choose the list where you want to create an item.
    2. List Item Properties: Choose what kind of item do you want to create since the list will have two default content types; item and folder. You can select that you want to create a new item or a new folder.
    3. Title: You can select the columns of the Target List and assign values to it. As in my case I have only one column as Title.
    4. Output Variable: Here you can assign an output variable to store the value.
  • Now we have configured our workflow, let’s go and publish to use it.
  • Click on Publish on the left corner of the ribbon of Nintex Designer.

    Nintex Designer

  • You will see the following screen:

    create new item

  • Give your workflow a name.
  • Description.
  • Choose your task list where it should store the tasks, It will be Workflow Tasks by default.
  • Choose your history list where it should store the history logs, by default it will be Workflow History.
  • Start Options:
    • You can either start your workflow manually.
    • Or you can start your workflow automatically when an item is created, I will select this option to create automatically when an item is created.
    • Or you can start your workflow automatically when an item is modified.
  • Click Publish.
  • Your workflow will get published.
  • Create an item in the first list “Dev Testing” as per the following screenshot:

    Create an item

  • An item gets created.

    An item gets created

  • Once the item gets created in Dev Testing, it triggers a new item workflow through Nintex and creates a new item in the list “Dev Testing 1” automatically.

    Dev Testing 1

  • Not only this, you can specify all columns and assign them values. You can also assign values from the previous current list and get it created here thereby saving your time and effort.

So in this article we saw how to create a new item in SharePoint 2013 and Office 365 using Nintex Workflows, we will see more new articles on the actions of Nintex Workflows in the other parts of the article. Till then, keep learning!

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