Check out item

Checks 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 use of the action Update item.

Action settings

Field

Description

Check out form

The location of the item to check out.

  • Current item: Available in workflows for libraries only. Check out the item the workflow is currently running on.
  • (available libraries): Vary by available libraries. The Where selector appears when selecting a library location.

Where

Available only when a library is selected. Filter criteria to identify which document to check out. Manually enter the value, or select a workflow variable to evaluate at runtime. For more information on lookups, see Use lookups and Lookups reference.

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.

Related information

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