Office 365 Create List Item or Document Set

Note: This is an external action and may execute on servers running outside your data center Centralized locations used to house servers used by Nintex for remote storage, processing, or distribution of data. Nintex has a number of regional data centers available for Nintex for Office 365. For information about Nintex data centers and where your data center is located, contact your Nintex account or territory manager. region. Before implementing, consider performance and regional concerns where digital boundaries are an issue. For more information, see In-tenant and external actions.

Creates a new item in a list or a new document set in a library on SharePoint Online. This action can be used to automate the creation of list items and document sets.

Note: To create document sets, you must activate the Document Sets feature for the site collection and add the document set functionality to the document library.

Action settings

Do one of the following to open the Action configuration window:

  • Double-click the action.
  • Click on the action and then click Configure.

See Action configuration window for more information.

Field Description
Destination site URL

URL of the destination site for the new list item or document set.

Connection
  • Permissions required: Create items in the specified site.
  • Connection type required: SharePoint Online: List & library. For more information about Connection types, see Connection types and Connector actions.
Username / Password

(Displayed for legacy actions not yet updated.) Unmanaged credentials.

  • Permissions required: Create items in the specified site.

Note: As a best practice, manage credentials by updating actions to use connections.

List or document library

Name of the list or document library for the new list item or document set.

Folder

Destination folder or folder path for the new list item or document set. If the folder does not exist in the specified path, a new folder is created.

Examples: FolderA or FolderA\SubFolderA

Caution: The specified folder will only work for lists with less than 5000 items. If you add a folder that has more than 5000 items in the list, the workflow will fail.
Fields

Field values for the new list item or document set. A value can be specified for any existing field in the destination list or document library.

No fields are required for creating a list item; however, you may want to define the content type used for the new list item. If no fields are specified, then a newly created default content type is used for creating the list item. If you want to define the content type used for the new list item, then you can specify a field for the content type (either its ID or name).

The following example illustrates field configuration (Field, Type, and Value parameters) to create a list item using the content type named "Report".

  • Field: Content Type
  • Type: ContentTypeId

  • Value: Report

    The Value parameter can contain a name (such as "Report" as shown here) or an ID, such as  0x0120D52000C355B68F0B50FA4E9E6B659538EB1262.

Use the Settings page to find internal names and content type IDs of list columns.

To find the content type ID of an existing list item

  1. Go to the list containing the list item, click the List tab on the ribbon, and then click List Settings to display the Settings page for the list.

  2. In the Content Types section, click the list item content type.

    If you do not see the Content Types section, click Advanced settings and then select Yes for Allow management of content types.

  3. In the resulting URL, reference the string after the phrase "ctype=".

    In the following example URL, the ID of the content type is 0x0120D52000EAF1F2339B015E4E93A376C0DAA098C7.

    https://example.sharepoint.com/sites/example/_layouts/15/start.aspx#/_layouts/15/ManageContentType.aspx?List=%7BBAD37590%2DC4B2%2D4187%2D95CD%2D53232F7727DB%7D&ctype=0x0120D52000EAF1F2339B015E4E93A376C0DAA098C7

Two fields are required to create a document set: Content Type and Name.

The following example illustrates field configuration (Field, Type, and Value parameters) to create a document set named "Feature Request Document Set" with a content type name of "FeatureReqDocSet".

For more information about document set content types, see the Microsoft article Create and configure a new document set content type.

  • Field 1 (Content Type):
    • Field: Content Type
    • Type: ContentTypeId

    • Value: FeatureReqDocSet

      The Value parameter can contain a name (such as "FeatureReqDocSet" as shown here) or an ID, such as  0x0120D52000C355B68F0B50FA4E9E6B659538EB1262.

  • Field 2 (Name):
    • Field: Name
    • Type: File
    • Value: Feature Request Document Set

To find the name of a document set

  1. Go to the document library containing the document set.

  2. Select the document set, click the Files tab on the ribbon, and then click View Properties to display the document set properties.

    The name of the document set is listed.

To find the content type ID of a document set

  1. Go to the document library containing the document set, click the Library tab on the ribbon, and then click Library Settings to display the Settings page for the document library.

  2. In the Content Types section, click the document set content type.

    If you do not see the Content Types section, click Advanced settings and then select Yes for Allow management of content types.

  3. In the resulting URL, reference the string after the phrase "ctype=".

    In the following example URL, the ID of the content type is 0x0120D52000EAF1F2339B015E4E93A376C0DAA098C7.

    https://example.sharepoint.com/sites/example/_layouts/15/start.aspx#/_layouts/15/ManageContentType.aspx?List=%7BBAD37590%2DC4B2%2D4187%2D95CD%2D53232F7727DB%7D&ctype=0x0120D52000EAF1F2339B015E4E93A376C0DAA098C7

  • Builder: Create the item fields using the UI builder or view created fields in UI builder mode.

    To add a field, click Add field and specify field, type, and value.

    • Field
    • Type
    • Value

    To delete a field, click Delete ().

    To view the XML, click XML.

  • XML: Create the item fields using XML encoding or view created fields in XML mode.
Created item ID

Variable to store the ID of the new list item or document set.
Created item URL

Variable to store the URL of the new list item or document set.
For more information about how to use Lookups in configuration fields, see Lookups in action configuration fields.