Vadim Tabakman

Nintex Workflow - Display Name of Created By

In Nintex Workflow, if you simply use the Created By or Modified By properties of a SharePoint List Item / Document, you will most likely get a domain\login format.

If this value is something you want to use in an email, notification, document etc, then a domain\login format is not ideal.  Instead, you're probably more interested in the Display Name.

There is a little known button that will help you get the Display Name for either the Created By or the Modified By fields.  Or, any People/Group field (on your item or another item).

How Do I Get the Display Name?

Firstly, create a Text variable.  Give it a name like textDisplayName.

Add a Set a Variable action to your workflow.  Open the configuration of this action and select your textDisplayName variable.  For the Equals dropdown, select List Lookup.

Even though we are trying to get the property of the current item, we are still doing a List Lookup.  Except, we are doing a List Lookup on the Current Item (not another list... but having said that, this will work on a lookup on an item in another list).

Once Current Item is selected, you'll be able to click on the next dropdown, to select which field you want.  In our case, either the Created By or Modified By fields.

This is where it gets interesting.  Notice the little button to the right of the Created By/Modified By that you selected.  It has a ... in it.

As soon as you click on the ... button, this lets you select the Return Type.  When you select Display Name, you'll notice your field will change to "Created By Display Name".

But that's not all.  When you do click on that ..., you get other options too.  To keep that in mind.

Notice that you can get the Email Address, Login Name and User ID also.  This opens up a bunch of possibilities for your workflows.  So keep this little nugget in mind, the next time you need these types of values and it'll save you from having to query User Profiles or Active Directory.

Posted by Vadim Tabakman Thursday, December 31, 2015 9:36:00 AM Categories: Nintex Nintex Workflow Nintex Workflow 2013 Set a Variable
Copyright Vadim Tabakman
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Friday, March 11, 2016 10:20:20 AM
sbon
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re: Nintex Workflow - Display Name of Created By

is there a way to do a dynamic lookup to find the same "Display Name" of a field in a form - not workflow?  I need to be able to populate a "Title" field from a person field, but I don't want to trigger other workflows to update that field for me  so I figured there must be a way to do it in the form.

This post is getting close to pulling some data in the form - but I'm trying to get a display name value not the account name value.

thx

Friday, March 11, 2016 10:56:24 AM

re: Nintex Workflow - Display Name of Created By

Hi sbon,

do you need it in a New Item form or Display/Edit form?

New Item, I can't find an easy way, other than using some JS to do it.

Display/Edit, you can get the workflow to get the info and store it in a field and then connect that up to the control on the form.

Vadim

Thursday, April 28, 2016 1:34:50 AM
Dhinesh kumar J
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re: Nintex Workflow - Display Name of Created By

Hi Vadim,

I used the same way to get display name, but i got error when i choosing as List lookup selection at workflow development time itself. the error says, may i know any suggestion to avoid this error. I can't able to select any fields for the list lookup option.  

---------------------------
Message from webpage
---------------------------
Request failed. Unexpected response from server. The status code of response is '404'. The status text of response is 'Not Found'.
---------------------------
OK   
---------------------------

 

Thanks & Regards,

Dhinesh Kumar J.

Thursday, April 28, 2016 6:52:53 AM

re: Nintex Workflow - Display Name of Created By

Hi Dhinesh,

it could be that your user doesn't have permissions to the list you are looking up.

Vadim

Thursday, April 28, 2016 11:23:50 AM
Dhinesh Kumar J
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re: Nintex Workflow - Display Name of Created By

Hi Vadim, I am site collection admin for that site collection, is that nintex will take who creating the workflow or it will take some other user by default? Thanks & Regards, Dhinesh Kumar J
Thursday, April 28, 2016 12:31:14 PM

re: Nintex Workflow - Display Name of Created By

The workflow runs in the context of the user that created it.

 

Take a look at this : http://www.vadimtabakman.com/nintex-workflow-action-set-part-2-impersonation.aspx

Vadim

Thursday, April 28, 2016 5:49:35 PM
Dhinesh kumar J
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re: Nintex Workflow - Display Name of Created By

Hi Vadim,

I don't have that option in the Action set Common properties. the version shows as v2.3.3.0 & I am using SharePoint 2010

Thanks & Regards,

Dhinesh Kumar J.

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