Set Workflow Variable In SharePoint 2013 And Office 365 Using Nintex Workflows


Welcome to an article on how to set Workflow Variable in SharePoint 2013 and Office 365 using Nintex Workflows. This article will display the action “Set Workflow Variable” so that all my developer friends don’t have to spend much time and effort while using this function in their projects.
This action assists you to set a value in a variable for the workflow when it executes through the process. Let’s see the implementation of this functionality.

  • Create a list, Dev Testing.
  • Click on the List tab on the Top ribbon and click on Nintex Workflows.

    Nintex Workflows

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

    Create new workflow

  • You will come to the design phase of the Nintex workflows.
  • Add the action, “Set Workflow Variable” either by right clicks on the workflow or by dragging and dropping from the left toolbox.

    Set Workflow Variable

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

    double click on the action

    Configure:

    • Variable: You can either define the default variable value or get it when the workflow is initiated from the initiator.

    If you want to get the value from the initiator, select the option below, “Show on start form”.

    Show on start form

    Using that option when a workflow is triggered, it will open up a start form with the variable name and field to take input for this variable.

    If not and you want to assign the default value, choose the options below from the type which you want your variable to be.

    variable

    Types:

        – Text
        – Boolean
        – Date/Time
        – GUID
        – Number
        – Integer
        – Choice
        – Person or Group
        – Hyperlink
        – Dictionary
        – Collection

    Once you have created a variable, you can select the variable and assign a value as per the following screenshot,

    Set workflow

  • Now we have configured our workflow, let’s go and publish it to use it.
  • Click on Publish on the left corner of the ribbon of Nintex Designer.

    Publish

  • You will see the screen below.

    Click on Publish

  • 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, It will be Workflow History by default.
  • Start Options:
        – You can either start your workflow manually.
        – Or you can start your workflow automatically when an item is created
        – Or you can start your workflow automatically when an item is modified.
  • Click on Publish.
  • Your workflow will get published.

So in this article we saw how to set Workflow Variable in SharePoint 2013 and Office 365 using Nintex Workflows. This action helps us in lot of ways, to store the value and use it later or to get the output and store in a variable or to define a value to store it in a variable and many other ways to be used in the process of the workflow.

We will see more new articles on the actions of Nintex Workflows in the other parts of the article. Till then, keep learning!

One thought on “Set Workflow Variable In SharePoint 2013 And Office 365 Using Nintex Workflows

  1. Pingback: Set Workflow Variable In ShaSet Workflow VariablerePoint 2013 And Office 365 Using Nintex Workflows | SharePoint World by Manpreet

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