Creating Folder Triggers

A folder trigger initiates a new task whenever a folder is created or deleted in a specified location. You have two monitoring options:

  1. File Systems: local and network folders

  2. SharePoint (on-premises version) folder

To create a folder trigger:

Each robot that could have a task assigned to based on this trigger must have connectivity and access rights to the specified root folder (so that it can read and act on the folders/files within it)

The Nintex RPA Server must also have access to this folder (to monitor it)

  1. Set folder definitions:

    1. Select the folder location: File systems

    2. Enter the folder path of the root folder that the trigger should monitor in the Folder field

    3. Tick the Also include subfolders checkbox if you want the trigger to monitor subfolders as well

  2. Enter the folder name of the folder that the trigger should monitor in the Folder field

    • You can use an asterisk as a wildcard for one or more characters within the folder name, for example:

      • If you enter the folder name invoices*, the trigger will look for folders with the word invoices at the beginning (such as invoices2017 and invoices for processing)

      • If you enter the folder name *claims, the trigger will look for folders with the word claims at the end (such as 2017_claims and approved claims)

  3. (optional) By default, the system logs in to network folder using the Windows Log in credentials. For network folders, you can select to use a credential from the credential vault, or, you can enter another user name and password combination manually.

    • To use credentials, tic the Use Credentials checkbox.

      • To select a credential from the credentials vault: Select From vault. Select a credential from the list

      • To add credentials manually: Select Manually. Enter the User name, the Password, and the Domain

  4. Enter the Monitoring frequency (the acceptable range is from 20 sec to 300 seconds)

  5. Indicate one or more event(s) for which the trigger should monitor (created/deleted)

When you select the option to monitor a new file/foldrer, the option Include existing files becomes enabled. Select this option if you wish the trigger to initiate tasks based on files existing in the specified folder at the time the trigger is created.

When you select the option to monitor a deleted folder/file, and you rename a file/folder, the rename action initiates the "deleted" monitoring.

  1. Set folder definitions:

    1. Select the folder location: Sharepoint.

    2. Enter the Webdav path of the root folder that the trigger should monitor.

      NOTE: to get the Webdav path, open the folder Sharepoint and click Copy Link in the menu bar

    3. Tick the Also Include Subfolders checkbox if you want the trigger to monitor subfolders as well

  2. Enter the folder name of the folder the trigger should monitor in the Folder field

    • You can use an asterisk as a wildcard for one or more characters within the folder name, for example:

      • If you enter the folder name invoices*, the trigger will look for folders with the word invoices at the beginning (such as invoices2017 and invoices for processing)

      • If you enter the folder name *claims, the trigger will look for folders with the word claims at the end (such as 2017_claims and approved claims)

  3. To log into Sharepoint: You can select to use a credential from the credential vault, or, you can enter another user name and password manually

    • Tic the Use Credentials checkbox.

    • To select a credential from the credentials vault: Select From vault. Select a credential from the list

    • To add credentials manually: Select Manually. Enter the User name and the Password

  4. Enter the Monitoring frequency (the acceptable range is from 20 sec to 300 seconds)

  5. Indicate one or more event(s) for which the trigger should monitor