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Nintex Workflow 2013 > Workflow Actions
Read Document

* This topic applies to Nintex Workflow Enterprise Edition only

* This action requires Microsoft SharePoint Server

This workflow action can be used to retrieve a value from a 'content control' within a Word document and store the value in a workflow variable.

PLEASE NOTE: The Word document must be in the docx format (either Word 2007, Word 2010 or Word 2013).  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 where the 'content control' is to be read from. 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'

Content control title

The title of the 'content control' within the document.
Note: Be aware of the following when specifying a content control title:
  • If there are 'content controls' with the same title within the document, the first content control title that matches the one specified will be used.

However if the selected workflow variable to store the content control values is type of Collection, all the values returned from all the content controls with the specified title will be saved.

  • If a 'content control' specified is of rich text type, it will not include formatting or pictures that are within the 'content control'.

Store in

Select the Workflow variable to store the value retrieved from the 'content control' within the document. Collection type workflow variables can be used to save multiple content control values of the same title.