Office 365 send document to repository

Sends a document from a SharePoint Online site to a repository (same site).

Note: This is an external action and may execute on servers running outside your data centerCentralized locations used to house servers used by Nintex for remote storage, processing, or distribution of data. Nintex has a number of regional data centers available for Nintex for Office 365. For information about Nintex data centers and where your data center is located, contact your Nintex account or territory manager. region. Before implementing, consider performance and regional concerns where digital boundaries are an issue. For more information, see In-tenant and external actions.

Action settings

Do one of the following to open the Action configuration window:

  • Double-click the action.
  • Click on the action and then click Configure.

See Action configuration window for more information.

Field Description
Destination site URL

URL of the destination site.

List name

Name of the document library containing the documents to be sent.

Items to send to repository

Query to identify items to be sent to repository. Includes filters and subfolder options.

Select one of the following items for the query.

  • Query builder: Build a query to filter for items to be sent to repository. View the CAML at any time by switching to the CAML Editor mode.
  • CAML editor: Create a more advanced query using XML encoding.

Select or clear the following check box.

  • Include subfolders: When selected, sends items within subfolders to repository.

Select one of the following for Filters.

  • Send all documents to repository: Send all documents in the document library to the repository.
  • Send documents to repository only when the following is true:
    • Send the documents to repository when column / When column: Specify a column, select an operator, and specify a value.
    • Add filter rule: Add a filter.
    • Delete (): Delete a filter. Displayed for second and subsequent filters.
    • And / Or: Specify how to group sequential filters.

Option to copy or move when sending. Select the desired option.

  • Copy: Create a copy of the document and then send this copy to the destination repository. Retain the original document in its source location.
  • Move: Create a copy of the document, send this copy to the destination repository, and then delete the original document from its source location. Users will no longer be able to access the document from its original location.
SharePoint Online URL

URL of the SharePoint Online website domain. Example:

  • Permissions required: Send documents in the specified site.
  • Connection type required: SharePoint Online: List & library. For more information about Connection types, see Connection types and Connector actions.
Username / Password

(Displayed for legacy actions not yet updated.) Unmanaged credentials.

  • Permissions required: Send documents in the specified site.

Note: As a best practice, manage credentials by updating actions to use connections.

All matched items sent to repository

Boolean variable to store operation result. Returns "Yes" if all matched items were successfully sent to repository.

New document URL

Collection or dictionary variable to store new URLs of the documents that were sent to repository.

For more information about how to use Lookups in configuration fields, see Lookups in action configuration fields.