Office 365 set document set approval status

Note: This is an external action and may execute on servers running outside your data center Centralized 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.

Sets the approval status for a document set in a SharePoint Online site. Use this action to update the approval status to Approved, Rejected, or Pending.

Note: Content approval and document set features must be activated on the document library in the SharePoint Online site.

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 site containing the document sets for approval status updates.
List name

Name of the document library containing the document sets for approval status updates.
Document set to update

Criteria to identify document sets for approval status updates. Includes filters and subfolder options.

Select one of the following items for the query.

  • Query builder: Build a query to filter for document sets to be updated. 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 boxes.

  • Include subfolders: When selected, sets the approval status for document sets within subfolders.

Select one of the following for Filters.

  • Update all document sets: Updates all document sets.
  • Update document sets only when the following is true:
    • Update the document set 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.
Approval status

Approval status value to apply to document sets. Select one of the following items.

  • Approved: The document set and its contents will become visible to all users.
  • Pending: The document set and its contents will remain visible to its creator and all users who can see draft items.
  • Rejected: The document set and its contents will be returned to its creator and will only be visible to its creator and all users who can see draft items.

Note: Once Approved or Rejected, any further status changes limit the view of the item to the approver.
Comment

Comments to be associated with approval status updates.
SharePoint Online URL

URL of the SharePoint Online website domain. Example: http://targetdomain.sharepoint.com.
Connection
  • Permissions required: Update approval status for document sets in the specified document library.
  • 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: Update approval status for document sets in the specified document library.

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

List document set ID

Collection or dictionary variable to store IDs of matched document sets.
List document set URL

Collection or dictionary variable to store URLs of matched document sets.
List document set status

Collection or dictionary variable to store statuses of the matched document sets.
Total document sets matched

Integer variable to store the total number of matched document sets.
Total document sets updated

Integer variable to store the total number of document sets that have been updated.
For more information about how to use Lookups in configuration fields, see Lookups in action configuration fields.