This help site is based on the available in-product assistance as of December 2016. Please note that this site is provided as a convenience and it does not go through rigorous layout testing.


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Nintex Workflow 2010 > Workflow Actions
Check Out Item

This action allows the workflow to check out an item in a selected location to the initiator of the workflow. If a library is configured to require check outs, this action must be used to check out the item before an Update item action is used.

To use the workflow action:

  • Locate the action in Workflow Actions Toolbox (located on the left hand-side);
    • Click on the Category listings to reveal the actions; OR
    • Search for the action using a keyword.
  • Select the action, drag it onto the design canvas and drop it onto a design pearl.

Alternatively

  • Left-clicking the pearl, mouse-over Insert Action and then the Categories to reveal the actions, click the required action from the list.

To change the settings used by the action:

  • On the action’s title click the down arrow to activate a drop-down
  • Select Configure; OR
  • Double-click the action's icon.

For more information on the other options in the drop-down, please refer to the Getting started with the Nintex Workflow designer.

 

Options within the action 

Check out from 

Select either the Current item that the workflow is running on, or one of the available libraries.

If selecting a library location, the Where selector will appear.

Where

If not selecting the Current item, use this section to specify the filter criteria to identify which document should be checked out. Manually enter the value, or select a workflow variable to evaluate at run time. For more information on lookups, see Using Lookups.
Note: If the filter criteria returns more than one item, only the first item in the collection will be applied.

Troubleshooting

Action not executing

The work load for this action is added to a job queue. The workflow executes jobs in the queue as a batch when it reaches a "commit" point. For more information, see the Nintex article "Designing your Workflow - Commit Pending Changes Action NW2010 & NW2013."