Create Site

This action allows the creation of a site anywhere within the SharePoint environment using the workflow.

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

Title

The Title is the name to be assigned to the site. Added either manually or based on a dynamic element provided by Insert Reference . For more details please refer to Inserting reference fields.

Description

The Description is a brief statement about the site. Added either manually or based on a dynamic element provided by Insert Reference . For more details please refer to Inserting reference fields.

Inherit permissions / Site owner

Specifies whether or not to use the same permissions as the parent site.

If permissions are not inherited, a site owner must be specified. The site owner is the person who will manage the site being created and will be given Administrator privileges for the created site. For more information on privileges and permissions, please refer to the SharePoint Help Files.

To set the site owner, click on to search for and/or add users to the Site owner list by one or more of the following methods:

Internal Search: Entering a partial display name, email or user account name and clicking on the magnifying glass will provide a list of matching users and groups from SharePoint as well as Active Directory.
External email address: Enter an external email address manually. Where possible Nintex Workflow will resolve this to an actual user account.
Lookup: Provides the option of adding a dynamic reference as an approver. e.g. Workflow variable, list field.

Click the title bar to expand or collapse each option.

Parent site

The Parent site is the site that will contain the created site.

Select a parent site enables a site picker (Select a team site) to navigate through the portal structure and select the location to create the new site.
Enter a URL allows manual entry of the URL or selection using Insert Reference.

URL name

The URL name is the web address relative to the specified parent site (do not include the full site URL). For example: http://myportal/sites/<URL name>

Template

The SharePoint site template to be applied to the site being created. If multiple languages are installed in the environment, an option to choose the language for the site is available.

Click on the drop down box and select the desired template.

For more information on SharePoint site templates, please refer to the SharePoint Help Files.

Display on the Quick Launch of the parent site

This option displays a link to the created site on the left hand navigation (Quick Launch) of the parent site.

Display on the top link bar of the parent site

This option displays a link to the created site on the top navigation of the parent site.

Use top link bar from the parent site

This option ensures that the created site uses the same top navigation as the parent site.

Store URL in

Stores the URL for the created site in a text workflow variable.

Override credentials

The site will be created using the current security context of the workflow by default. This can be the rights of the initiator or the rights of the workflow owner.

If an override username and password is provided, the workflow action will use the permissions of the provided account to create the site instead.