This action allows the workflow to check out an item in a selected location to the initiator of the workflow. If a library is configured to require check outs, this action must be used to check out the item before an Update item action is used.
To use the workflow action:
Locate the action in Workflow Actions Toolbox (located on the left hand-side);
Select the action, drag it onto the design canvas and drop it onto a design pearl.
Alternatively
To change the settings used by the action:
For more information on the other options in the drop-down, please refer to the Getting started with the Nintex Workflow designer.
Options within the action
Check out from
Select either the Current item that the workflow is running on, or one of the available libraries.
If selecting a library location, the Where selector will appear.
Where
If not selecting the
Current item, use this section to specify the filter criteria to identify which document should be checked out. Manually enter the value, or select a workflow variable to evaluate at run time. For more information on lookups, see
Using Lookups.
Note: If the filter criteria returns more than one item, only the first item in the collection will be applied.
Troubleshooting
Action not executing