* This action requires Microsoft SharePoint Server
This workflow action can be used to declare the current item as a record.
The record restriction settings can be applied once the current item is declared as a record. Record restriction settings can be defined in the Record Declaration Settings page on your SharePoint site.
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.
Note: There are no Options to configure within this workflow action.