Month: April 2015

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

~ Nicole Prestby ~ 1 Comment

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

~ Nicole Prestby ~ Leave a comment

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” →