Capture document set version

* This action requires Microsoft SharePoint Server

This workflow action saves a version of the current properties and documents in a document set.

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 for this action

File versions to include

Specify whether the Document Set should include only major versions of the items in the set or the minor versions. Select the versions of the items in the set to include in the document set:

Latest major versions only: Includes the latest major versions of items within the document set.
Latest major or minor versions: Includes the latest major or minor versions of items depending on the version of the item within the document set.

Comments

The comments describing what has changed in this version. Either specify a value or use the lookups feature to build the comments dynamically at run time.

For details on using Insert Reference, please refer to Inserting reference fields.