Handling files in your workflow

Workflows may perform actions A tool for building the processes, logic, and direction within workflows. on files that are:

  • Uploaded via a form submission.
  • Retrieved from a third-party Enterprise File Sync and Share (EFSS) service such as Box.
  • Received from a third party via an Xtension action.
  • Generated using a Generate document action.

You can move, copy, delete or modify files at any point in your workflow. You can also configure a workflow to start whenever a new or updated file is detected in the selected start event The connector and event for triggering the workflow to run, including required configuration. An example is Box - New file, which triggers the workflow to run when a new file is uploaded to the specified folder..

Files within a workflow are handled using File variable types. See Variables.

Start a workflow when a file is new or updated

To start your workflow when a new or updated file is detected in a connected third-party service, such as Box, configure a start event to detect that file change. Depending on the start event you select, you can configure the workflow to only start when certain conditions are met, such as the file being added to a specific folder, or the filename matching a pattern.

For examples of file-based start events, see:

When a file is received during a start event, it is stored as a Start event variable.

You can also upload files for a Component workflow A workflow that can be started from outside the tenancy; the workflow uses the "Component workflow" start event.; see Nintex - Component workflow

Work with files using workflow actions

Nintex Automation Cloud provides several ways to work with files out of the box:

Files that are retrieved or generated during the workflow can be stored in variables or on Enterprise File Sync and Share (EFSS) services.

Some actions may only store files in variables or from an EFSS. You may need to add a workflow action to first store a file as a variable, or move it to a specific EFSS location. See Connectors and Workflow actions.