SharePoint integration

  A Workflow administrator or higher role is required. For information about user roles, see User roles.

The SharePoint integration page shows the integrations created from the current Nintex Automation Cloud tenant to a SharePoint Online tenant, site, or site collection. Integration allows users to directly access Nintex Automation Cloud from SharePoint Online when the Nintex Workflow for Office 365 or Nintex Automation Cloud app is opened.

When you create a SharePoint integration, you can select the site type that you want to integrate to the Nintex Automation Cloud tenant:

  • Tenant: The entire tenant is integrated.

  • Site collection: Only a site collection in the SharePoint Online tenant is integrated.

  • Site: Only a site in the SharePoint Online tenant is integrated.

Install the Nintex Automation Cloud app in your SharePoint Online site to access the integrated Nintex Automation Cloud tenant. For more information about the app and installation, see Install the Nintex Automation Cloud app .

View SharePoint integrations

  1. On the top navigation bar, click Settings.

  2. On the left menu, click SharePoint integrations.

    The SharePoint integration page is displayed with the list of integrations created from the current Nintex Automation Cloud tenant to SharePoint tenants, sites or site collections.

Add an integration

Prerequisites 

  • A SharePoint Online connection to the tenant you want to integrate with the Nintex Automation Cloud tenant.

  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 that opens, fill in the following:

    Field

    Select or enter the following
    Connector SharePoint Online

  4. Click Connect.

  5. In the Configure a connection window, select the Authentication method for the connection and click Next.

    Note: Permission must be provided by a tenant administrator, before users with a non-administrator role can create connections using the SharePoint Online: Site Administration authentication method. This permission only needs to be granted once for your tenant, and then all designers can create connections. For more information, see Account requirements to create SharePoint Online connection

  6. Fill in the following fields:

    Field

    Select or enter the following

    SharePoint Online tenant URL

    URL for your SharePoint Online tenant. Example: https://domain.sharepoint.com

    Connection name

    A name for your new connection

  7. Follow the prompts to enter credentials and grant access to Nintex Automation Cloud.

    The entered URL is validated for uniqueness. If credentials are not stored in the browser for the selected connector service, then you are prompted for credentials. If credentials are stored you are prompted to select an account to use.

    Connection permissions window is displayed to assign owner and user permissions to the connection.

  8. In the Connection permissions window, do one of the following:
    • Add Owners and Users and click Done.
    • Click Cancel if you don't want to assign other owners or users.

Your new connection is displayed on the Connections page.

  1. On the top navigation bar, click Settings.

  2. On the left menu, select Integrations.

  3. Click Add new.

    A new section is displayed with fields to add a new integration.

  4. Select a SharePoint Online connection to use for the integration.

  5. In the SharePoint Online URL field, type the URL of the tenant, site, or site collection you want to integrate.

    Important: Ensure that the URL you enter matches the option selected in the SharePoint Online site type. For example, if you only want to integrate a site in the SharePoint Online tenant, select site as the site type and ensure that you enter the URL to the site you want to integrate in this field. See the examples given for the SharePoint Online site type field in the table below.

  1. Select a SharePoint Online site type option to specify if the entire SharePoint Online tenant or only a site or site collection in the SharePoint Online tenant is integrated.

  2. If you want to give the user the option to continue to the Nintex Workflow for Office 365 workflow gallery, select the Allow user to select Nintex Workflow for Office 365 checkbox.

  3. Click Add.

    The Integration to the SharePoint Online tenant is created.

When a user opens the Nintex Workflow for Office 365 app from the integrated tenant, site, or site collection, the Select a Nintex Workflow app dialog is displayed with options to select Nintex Automation Cloud or Nintex Workflow for Office 365 Classic.

Important: If the Allow user to select Nintex Workflow for Office 365 option is not selected for the integration, the Select a Nintex Workflow app dialog is not displayed and they are able to access the Nintex Automation Cloud tenant. For more information about the option, see Allow user to select Nintex Workflow for Office 365.

To see a full description of the fields and settings, see SharePoint Online integrations page fields, columns, and settings.

Edit an integration

You can only change the setting for Allow user to select Nintex Workflow for Office 365.

  1. In the Integration page, find the integration you want to edit and click .

  2. Select Edit from the options menu.

  3. Change the setting for Allow user to select Nintex Workflow for Office 365 as required.

  4. Click Apply to save the changes.

Delete an integration

  1. In the Integration page, find the integration you want to delete and click .

  2. Select Delete from the options menu.

SharePoint Online integrations page fields, columns, and settings

Section Field, column, or setting Description
SharePoint Online integrations Add new

Displays a new section with fields to add a new integration. See, Add new.

 
  SharePoint Online connection The SharePoint Online connection used to create the integration.
  SharePoint Online URL The SharePoint Online URL used to create the integration.
  SharePoint Online site type

Site type selected for the integration.
  Allow user to select Nintex Workflow for Office 365

Specifies whether the user is given the option to select Nintex Automation Cloud or Nintex Workflow for Office 365.

  • Yes: When the user opens the Nintex Workflow for Office 365 app from the integrated SharePoint Online tenant, site, or site collection, the Select a Nintex Workflow app dialog is displayed to select Nintex Automation Cloud or Nintex Workflow for Office 365 Classic.

  • No: When the user opens the Nintex Workflow for Office 365 app from the integrated SharePoint Online tenant, site, or site collection, they are able to access the Nintex Automation Cloud tenant.

    Sign in to Nintex Automation Cloud with a Designer or higher Nintex Automation Cloud role.

  Options

Options menu with the following options:

  • Edit: Edit the SharePoint integration configuration. You can only change the setting for Allow user to select Nintex Workflow for Office 365. Select or clear the check box, and click Apply.

  • Delete: Deletes the SharePoint integration with the SharePoint Online tenant. Deleting an integration will disconnect the Nintex Automation Cloud tenant from the associated SharePoint Online tenant.
Add new SharePoint Online connection The SharePoint Online connection to use for the integration.
  SharePoint Online URL

The URL of the SharePoint Online tenant that you want to integrate with the Nintex Automation Cloud tenant.

Important: Ensure that the URL you enter matches the option selected in the SharePoint Online site type. For example, if you only want to integrate a site in the SharePoint Online tenant, select site as the site type and ensure that you enter the URL to the site you want to integrate in this field. See the examples given in the SharePoint Online site type field below.
  SharePoint Online site type

Options to specify the SharePoint Online site type that is integrated with the Nintex Automation Cloud tenant.

If you want to integrate the entire SharePoint Online tenant to Nintex Automation Cloud, then create one integration of site type Tenant.

If you want to integrate only a specific site or site collection in the SharePoint Online tenant to Nintex Automation Cloud, then create integrations with site type as site or site collection. You can create multiple integrations to integrate different sites and site collections.

  • Tenant: Integrates the entire SharePoint Online tenant. All users of the tenant will be given the option to select Nintex Automation Cloud to design workflows when they open the Nintex Workflow for Office 365 app from anywhere in the tenant.

    For example, https://mytenant.sharepoint.com

  • Site collection: Only the SharePoint Online site collection is integrated with the Nintex Automation Cloud tenant. The option to open Nintex Automation Cloud is given only when the Nintex Workflow for Office 365 app is opened from the integrated site collection.

    For example, https://mytenant.sharepoint.com/sitecollection/

  • Site: Only the SharePoint Online site is integrated with the Nintex Automation Cloud tenant. The option to open Nintex Automation Cloud is given only when the Nintex Workflow for Office 365 app is opened from the integrated site.

    For example, https://mytenant.sharepoint.com/site/
  Allow user to select Nintex Workflow for Office 365

Option to allow existing users of Nintex Workflow for Office 365 to continue to the Nintex Workflow for Office 365 workflow gallery. Select or clear the check box.

  • If the check box is selected: When a user opens the Nintex Workflow for Office 365 app from a SharePoint tenant, site, or site collection, the Select a Nintex Workflow app dialog is displayed to select Nintex Automation Cloud or Nintex Workflow for Office 365 Classic.

  • If this option is not selected: If the check box is cleared, users can access the integrated Nintex Automation Cloud tenant when they open the Nintex Workflow for Office 365 app from the SharePoint Online tenant, site, or site collection.