Microsoft Exchange Online

Microsoft Exchange Online is a hosted messaging solution for Office 365 and Microsoft 365, that delivers the capabilities of Microsoft Exchange Server as a cloud-based service. It gives users access to email, calendar, contacts, and tasks from any cloud connected device. For more information on Microsoft Exchange Online, see the company website. In the context of Nintex Workflow Cloud, Microsoft Exchange Online is a connector Service used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores..

The Microsoft Exchange Online connector Service used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores. is used to create connections for Microsoft Exchange Online actions.

Use Microsoft Exchange Online actions to work with calendar items in Microsoft Exchange Online.

Create a Microsoft Exchange Online connection

You can create connections from the Automate or Designer page.

Note: Your browser-stored credentials are accessed to create connections. Either clear credentials from browser memory or make sure the stored credentials are for the intended environment.

  1. On the top navigation bar, click Automate, and then select Connections from the left navigation.

  2. On the Connections page, click Add new.

  3. In the Add a new connection section, fill in the fields as follows.

    In this field

    Select or enter the following
    Connector Microsoft Exchange Online
    Connection A user-friendly name for your new connection

  4. Click Connect.

  5. Follow the prompts to enter credentials and grant access to Nintex Workflow Cloud.

    Your new connection appears on the Connections page.

    • On the top navigation bar, click Automate > Workflows, and then select the required workflow.

      • (Or)

    • On the top navigation bar, click Automate > Create workflow.
  2. Click the action you want to add the connection to.

  3. In the drop-down list for Connection, select Add new connection.

  4. In the Connection window, fill in the fields as follows.

    In this field

    Select or enter the following
    Connection name A user-friendly name for your new connection

  5. Click Connect.

  6. Follow the prompts to enter credentials and grant access to Nintex Workflow Cloud.

    Your new connection appears in the Connection field of your action or start event.

Permissions

Permissions enable you to manage access for other users to use, edit, and delete connections.

  Use

Edit

 Delete

Assign
permissions

Owners
Users

Note: By default, users with administrator role will have the same rights as a Connection owner.

Follow these steps to assign permissions from the Connections page:

  1. On the Connections page, click for the required connection.
  2. From the menu, select Permissions.

    3. The corresponding permissions window is displayed.

  3. To assign permissions:
    • In the Owners field, type the name of the user, and select from the list.
    • In the Users field, type the name of the user, and select from the list.
  1. Click Save permissions.

Create a Microsoft Exchange Online data source

Use the Microsoft Exchange Online data source to create a drop-down list of calendar items.

Example:  To allow users to select a specific calendar item, add a drop-down list of calendar items to the form using a Data lookup control A form control that allows users to select from a drop-down list of values that have been fetched from a third-party service.. The Data lookup control uses a Microsoft Exchange Online - Get calendar items data source to list the calendar items available in a Microsoft Exchange Online in the drop-down.

You can create a data source to:

  • Get calendar items: list all the calendar items in from a Microsoft Exchange Online account.

Each data source is configured for a specific project base. You can create as many data sources as you need.

To add a Microsoft Exchange Online drop-down list to your form:

  1. Create your Microsoft Exchange Online data source.

    2. See Data sources.

  2. Add a data lookup form control to your form and configure it to use your new data source.

Assign data source permissions

Permissions enable you to manage access for other users to use, edit, and delete data sources.

  Use

Edit

 Delete

Assign
permissions

Connection owners

 ✔ ✔ ✔ ✔

Data source editors

 ✔ ✔ ✔ ✘
Data source users ✔ ✘ ✘ ✘

Note: By default, users with administrator role will have the same rights as a Connection owner.

Follow these steps to assign data source permissions from the Data sources page:

  1. On the Data sources page, click for the required data source.
  2. From the menu, select Permissions.

    3. The corresponding data source permissions window is displayed.

  3. To assign permissions:
    • In the Data source editors field, type the name of the user, and select from the list.
    • In the Data source users field, type the name of the user, and select from the list.
  1. Click Save Permissions.

Microsoft Exchange Online data source fields

When you create a Microsoft Exchange Online data source, you can configure some additional fields to specify which items the data source should retrieve.

Section

Field or selection

Description
Add new data source Operation Displays the operations available for the selected Connector. The following fields are displayed:
  • Microsoft Exchange Online - Get calendar items - Conditions:

    • When: The calendar detail field that begins the conditional statement.

    • Operator: Operator to use for the condition. Comparison between When and Value fields is done based on the selected operator. Selections in the drop-down list correspond to the data type of the column selected for When.

    • Value. The value to match with the detail field specified for When.

    • Summary. Description of the condition.