Ability to Change a Managed Metadata column using Workflow Action
Need an action that allows the workflow to change a column that is using a managed metadata term.
Since there is apparently a way to do this via web services, how about this as a Feature Request for a new Workflow action?
“The ability to specify a current item column that is set up as Managed Metadata, provide a new (valid) term, query the HiddenTaxonomyList for that term, get the ID and GUID, then update the given current item column.”
This would be a HUGE help to those of us who want to actually USE Managed Terms and provide more value-add for Nintex Workflow in the process.
MMS updating is a fairly arduous process - direct update from workflow to MMS field would be great.
David Heaps commented
As part of this approach as an action, it would be superb if there were configuration options to
1) Read and parse out the full path of a multi-level managed metadata item a form (would enable using it in rule.
Example: each member of Term Set 'States' has a set of cities. So ability to acquire value Massachusetts:Boston and assign each portion of the term to a variable.
2) Read and store one or more custom properties of a managed term.
Example: Term 'State' has a custom property named 'Governor'. So if user selects
New York, the form and workflow can retrieve the value of custom property 'Governor' as 'Andrew Cuomo'.
Thomas Gaschler commented
We would also be glad to have a new action for updating Managed Metadata columns in Nintex Workflow Online. This feature should be highly prioritised.
Thomas Gaschler commented
Can anybody provide a working sample for the webserivce action for nintex workflow online?
We can't get it working with the webservice action.....
We need an action to update managed metadata field in a workflow easily.
Karl Gerd Schneider commented
Any News about your planned improvements?
Karl G. Schneider commented
Whats going on? Any Update on improvements for a featured "Set Managed Metadata Action"? Using WEB Request Calls are very inconvenient
Here is a ready to use Custom Action control you can drag-drop and configure to update manage metadata. http://mydevdiary.blogspot.com.au/2016/01/update-managed-metadata-fields-using.html
David Weyrick commented
An MD action such as this would be greatly beneficial and enhance the functionality while maintaining a good "ease of use" experience for the Nintex Workflow product.
Nintex/MSO need to urgently review how to update MMD columns in workflow. Currently extensive knowledge is required to do this and it is not in line with Nintex's ethos of empowering the end user to easily use workflow / their product.
Sumit Jethwa commented
There is a guide if anyone is interested on how to update a manage metadata field using a Webservice call and Nintex: https://habaneroconsulting.com/insights/setting-managed-metadata-fields-in-a-nintex-workflow