How to Capture Document Set Version Using NINTEX Workflow in SharePoint

Introduction

In this article you will see how to capture a Document Set Version using a NINTEX workflow in SharePoint. I have a team site in which I have activated the site collection feature "Document Sets". I have created a Document Library "Vijai Documents" and set up the document set for the library. Please refer to set up Document Set in SharePoint document library. In this article you will see how to get the document set version history.

Workflow Design


Capture document set version action is used to capture the document set version.

Capture document set version workflow

Use the following procedure to capture a document set version workflow:

1. Navigate to the the Vijai Documents library.
2. Click on the "Library" tab and then click on "Workflow Settings".
3. Click on "Create a Workflow in Nintex Workflow".
   
   
   
4. Click on "Cancel".
   
   
   
5. Drag and drop the Capture document set version action from the "Libraries and lists" section.
   
   
   
6. Click on the "Configure from Capture document version" drop down list.
7. Select the latest major or minor versions from the drop down list. Store the document set "Description" value in the comments.
   
   
   
8. Click on the "Save" button.

Publish the workflow

1. Click on the "Publish" button in the ribbon interface.
   
   
   
2. Ensure the Title is set; optionally you can set the values for Description and Change Comments.
   
   
   
3. Click on the "Submit" button.
   
   
4. The workflow is published successfully.
   
   

Test the workflow

1. Navigate to the Vijai Documents library.
2. Select the Document Set and then click on "Workflows" in the ribbon interface.
   
   
   
3. Click on "Capture Document Set Versions workflow" and then click on the "Start" button.
   
   
   
4. After a few minutes the workflow status will be changed to "Completed".
5. Click on the context menu and then click on "Document Set Version History".
   
   
   
6. You will be able to see the version history for the document set.
   
   

Summary

Thus in this article you saw how to capture a Document Set Version using a NINTEX workflow in SharePoint.