Query Inside a Doc Set for Specific Documents to Convert to PDF

I came across an interesting (and unexpected) challenge today and thought I would share my solution in case there are others out there who may be facing a similar set of requirements.

The Business Scenario

We have a document library with Document Sets enabled and there is a WF that runs on each Doc Set. At a certain point in the WF there is a requirement to find all documents inside the doc set that are a certain content type and create a new PDF document in the Doc Set.

Easy-peasy, right?

Turns out, it was not as straightforward as I was thinking it would be. Allow me to explain…

Continue reading “Query Inside a Doc Set for Specific Documents to Convert to PDF”

SharePoint Permissions and the Nintex User Experience

Ever wondered what the user experience will be for users in your site with varying SharePoint permission levels when it comes to Nintex Workflow and Forms?

  • Who can create WFs?
  • Who can see the WF Designer?
  • Who can interact with running WFs or kick off new WFs?
  • Who can customize forms with Nintex Forms?

Let’s take a look at what the Nintex user experience is like for  some of the main SharePoint permission levels: Read, Contribute, Edit, Design, and Full Control. Continue reading “SharePoint Permissions and the Nintex User Experience”