SharePoint Online search integration

The Nintex Process Manager search can be integrated into your SharePoint Online site, providing a seamless searching experience.

Before you start There might be slight differences in the user interface, terminology used, and steps depending on your SharePoint installation. See the SharePoint Help for specific version details.

Note that there is a search limitation of 50 characters for advanced SharePoint searches. Any advance searches Sharepoint with more than 50 characters will not return any results.

For users who need to update their SharePoint Online token refer to Step 2b.

SharePoint Online search integration

admin rolePromaster A Nintex Promapp system administrator who administers a Nintex Promapp site and has rights to view and edit all areas of a Nintex Promapp site. privilege required.

  1. Log in to your Nintex Process Manager site.
  2. Go to Admin > Configure > Intranet / Extranet Resources.
  3. Scroll down to the SharePoint Search field and copy the displayed URL to a text file.

You will need this URL in Step 2 when you configure the SharePoint Online settings.

If this is a first time setup proceed with Step 2a. If you need to update your SharePoint Online token proceed to Step 2b.

admin role SharePoint administrator role required.

  1. Sign in to Office 365 as a SharePoint administrator (Cloud or domain account).

  2. On the top-left of the page, click app launcher > Admin.
  3. On the left-pane, click Show all.
  4. Scroll down to Admin centers and then click SharePoint.
  5. On the SharePoint admin center page, click More features on the left-pane.
  6. In the Search section, click Open.
    The Search Administration page is displayed.
  7. Under the search administration section, click Manage Result Sources.
  8. At the top of the list, click New Result Source.
    1. General Information: Enter a Name and Description.
    2. Protocol: Select the OpenSearch 1.0/1.1 option.
    3. Query Transform: The value should be {searchTerms}, to match the value in the URL you copied and edited from your Nintex Process Manager site in Step 1.
    4. Source Url: Paste the URL you copied and edited from your Nintex Process Manager site in Step 1.
    5. Credentials Information: Select the Anonymous option if it is not already selected.
  9. Click Save. The search result source is displayed in the list.

Proceed with Step 2b if you have an existing SharePoint Online token, and need to perform the update steps.

admin roleSharePoint administrator role required.

  1. Repeat Step 1 to get an updated URL.

  2. Sign in to Office 365 as a SharePoint administrator (Cloud or domain account).

  3. On the top-left of the page, click app launcher> Admin.
  4. On the left-pane, click Show all.
  5. Scroll down to Admin centers and then click SharePoint.
  6. On the SharePoint admin center page, click More features on the left-pane.
  7. In the Search section, click Open.
    The Search Administration page is displayed.
  8. Under the search administration section, click Manage Result Sources.
  9. In the sources result screen, select and edit the SharePoint Online source you created originally in Step 2a.
    1. Query Transform: The value should be {searchTerms}, to match the value in the URL you copied and edited from your Nintex Process Manager site in Step 1.
    2. Source Url: Paste the updated URL you copied from your Nintex Process Manager site in Step 1.
    3. Credentials Information: Select the Anonymous option if it is not already selected.
  10. Click Save. The search result source is displayed in the list.

admin roleSharePoint administrator role required.

  1. Sign in to Office 365 as a SharePoint administrator (Cloud or domain account).
  2. On the top-left of the page, click app launcher > Admin.
  3. On the left-pane, click Show more.
  4. Scroll down to Admin centers and then click SharePoint.
  5. On the SharePoint admin center page, click More features on the left-pane.
  6. In the Search section, click Open.
    The Search Administration page is displayed.
  7. Under the search administration section, click Search Center Settings.
  8. Copy the Search Center URL and open in a new tab.
  9. On the top-right of the page, click Settings > Site settings.
  10. On the Site Settings page, scroll down to the Search section, and click Query Rules.
  11. From the Select a Result Source drop-down list, select Local SharePoint Results (Service).
  12. Click New Query Rule. The Site Settings > Add Query Rule page displays.
    1. Type a Rule name.
    2. Query Conditions: Click Remove Condition.
    3. Actions > Result Blocks: Click Add Result Block.
      1. In the Title field, type Results for "{subjectTerms}" in Nintex Process Manager.
      2. In the Configure Query field, type {searchTerms}.
      3. From the Search this Source drop-down list, select the search result source you created in Step 2.
      4. From the Items drop-down list, it is recommended to select 5.

  13. Leave all other settings as defaults and click OK. Your Result Block details will display in the Actions section.

  14. Click Save.

Note: It may take 5 - 10 minutes for the changes to take effect. Wait for the changes to take effect before testing your changes.

  1. Sign in to Office 365 as a SharePoint administrator (Cloud or domain account).
  2. On the top-left of the page, click app launcher > Admin.
  3. On the left-pane, click Show more.
  4. Scroll down to Admin centers and then click SharePoint.
  5. In the SharePoint admin center page, from the left-pane, click search.
  6. Under the search administration section, click Search Center Settings.
  7. Copy the Search Center URL and open in a new tab.
  8. On the top-right of the page, click Settings > Add a page.
  9. Type a name for the page and click Create. A page is displayed with a search box, navigation to result sources, and the search results box.

  10. In the Search Results web part, click on the drop-down arrow on the top-right and then click Edit Web Part.

  11. Click Change query. The Build Your Query dialog box displays.
  12. From the Select a query drop-down list, select the name you configured in Step 2.

  13. Test the query by clicking on the Test tab and then click Show More to show additional fields. Enter "{searchTerms}" in the Query Template Variable field.

  14. Click OK .

  15. Click OK and then check-in and publish.

admin role SharePoint administrator role required.

  1. Sign in to Office 365 as a SharePoint administrator (Cloud or domain account).
  2. On the top-left of the page, click app launcher> Admin.
  3. On the left-pane, click Show more.
  4. Scroll down to Admin centers and then click SharePoint.
  5. In the SharePoint admin center page, from the left-pane, click search.
  6. Under the search administration section, click Search Center Settings.
  7. Copy the Search Center URL and open in a new tab.
  8. On the top-right of the page, click Settings > Site settings.
  9. Scroll down to the Search section and click Search Settings.
  10. In the Configure Search Navigation section, click Add Link.
    1. Type a Title.
    2. Click Browse and select the dedicated search page you added in Step 4. Copy this URL to a text file.
    3. Click Insert and then click OK.

  11. At this stage you can re-order the links on the search settings page and then click OK.

admin role SharePoint administrator role required.

  1. Sign in to Office 365 as a SharePoint administrator (Cloud or domain account).
  2. On the top-left of the page, click app launcher> Admin.
  3. On the left-pane, click Show more.
  4. Scroll down to Admin centers and then click SharePoint.
  5. In the SharePoint admin center page, from the left-pane, click search.
  6. Under the search administration section, click Search Center Settings.
  7. Copy the Search Center URL and open in a new tab.
  8. On the top-right of the page, click Settings > Site settings.
  9. On the Site Settings page, scroll down to the Search section, and click Manage Query Rules.
  10. From the Result Source drop-down list, select Local SharePoint Results (System).
  11. Edit the Nintex Process Manager query rule you created in Step 3.
  12. Click edit next to the result block.
  13. In the Edit Result Block dialog box, expand the Settings section and select the "More" link goes to the following URL option.
  14. Paste the URL you copied in Step 10b and append the following text at the end of the link: "?k={searchTerms}".
  15. Click OK.

To test, do a search that will return more than 10 results and click on More. This will display the Nintex Process Manager dedicated search results page.