Update document

* This topic applies to Nintex Workflow Enterprise Edition only

* This action requires Microsoft SharePoint Server

This workflow action can be used to update values in multiple 'content controls' within a Word document.

PLEASE NOTE: The Word document must be in the docx format (either Word 2007 or Word 2010). Files in the format ".doc" cannot save content controls - it converts them to static content.

To use the workflow action:

Locate the action in Workflow Actions Toolbox (located on the left hand-side);

Click on the Category listings to reveal the actions; OR
Search for the action using a keyword.

Select the action, drag it onto the design canvas and drop it onto a design pearl.

Alternatively

Left-clicking the pearl, mouse-over Insert Action and then the Categories to reveal the actions, click the required action from the list.

To change the settings used by the action:

On the action’s title click the down arrow to activate a drop-down
Select Configure; OR
Double-click the action's icon.

For more information on the other options in the drop-down, please refer to the Getting started with the Nintex Workflow designer.

Options within this action

Source

The document to be updated. Select either:

The Current item; OR
Source URL. In the Source URL field, the full URL including the filename and type will need to be provided. E.g. 'http://mycompany.com/sales/Shared%20Documents/WordDocument.docx'

Add content control values

The 'content controls' to update within the document. Expand the section and select Add content control value to specify a 'content control'.

Note: Be aware of the following when specifying a content control title to update:

If there are 'content controls' with the same title within the document, it will update all the 'content controls' with the same title with the value specified.
To update a specific 'content control' that has the same title as other 'content controls' within the document, specify the sequence of the 'content control' using an array.

E.g. If there are multiple content controls called 'TextControl' within the document and the 2nd 'TextControl' needs to be updated, set the Content Control Title field to 'TextControl[1]'. Arrays always start from 0.

Output

The destination where the document with its updated 'content controls' is to be placed. Select either:

The Current item; OR
Output URL.

In the Output URL field, the full URL including the filename and type will need to be provided. E.g. 'http://mycompany.com/sales/Shared%20Documents/WordDocument.docx'.
In the Overwrite existing item checkbox, select to overwrite if a file already exists in the specified Output URL field.