Manage workflow actions (sites and site collections)

This topic describes how to manage action settings for sites and site collections.

With appropriate administrator privileges for the site or site collection, you can disable inheritance of action settings, enable and disable actions, and edit permissions for actions. When inheritance is disabled, you can specify site- or site collection-specific action settings. Only enabled actions are visible in the Actions toolbox, and only when the current user has permissions for that action. By default, enabled actions are available to all workflow designers.

For information on farm-level configuration of action settings, see Manage workflow actions (farm level).

To view action settings (site or site collection)

1. Access the Action Settings page for the site: Click the settings icon () on the upper right, select Site settings to display the Site Settings page, and then click Action settings under Nintex Workflow.
2. To view action settings for the site collection, click Site collection settings.

To disable inheritance of action settings (required for configuration at the site or site collection level)

1. Access the Action Settings page for the site: Click the settings icon () on the upper right, select Site settings to display the Site Settings page, and then click Action settings under Nintex Workflow.
2. To update configuration for the site collection, click Site collection settings.
3. Click Stop inheriting actions.

To enable or disable actions (site or site collection)

1. Access the Action Settings page for the site: Click the settings icon () on the upper right, select Site settings to display the Site Settings page, and then click Action settings under Nintex Workflow.
2. To update configuration for the site collection, click Site collection settings.

3. If needed, disable inheritance of action settings.

   For instructions, see the procedure above.

4. Do one of the following.
   • To enable an action, select the check box for the action and then click OK.
   • To disable an action, clear the check box for the action and then click OK.
   • To enable or disable all actions in a section (either Core actions or Connectors), select or clear the check box to the left of the Group column heading and then click OK.

To edit permissions for an action (site or site collection)

1. Access the Action Settings page for the site: Click the settings icon () on the upper right, select Site settings to display the Site Settings page, and then click Action settings under Nintex Workflow.
2. To update configuration for the site collection, click Site collection settings.

3. If needed, disable inheritance of action settings.

   For instructions, see the procedure above.

4. Select the row for the action and then click Edit permissions in the ribbon to display the Set action permissions dialog box.
5. In the Set action permissions dialog box, clear the check box for Make this action available to all users to display the Select Users field.
6. In the Select Users field, specify the users and groups that you want to allow access.
7. Click OK to save changes and close the Set action permissions dialog box and then click OK on the Action Settings page.

Related information

Action Settings page

Actions toolbox

Core actions

Connector actions