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FrankieNintex Employee

NWC Deployments Best Practices for Multiple Environments

OverviewAfter creating an NWC workflow, it must be deployed for consumption. There are 3 different approaches one can take when deploying an NWC workflow.Use OOTB UI deployment with one environment. Not recommended, especially if the solution being deployed has several connections and each could have different environment configurations.Note: It’s also possible to export/import from/to the same environment, as you are able to set a new name as “import time”. Use the OOTB UI deployment to export/import to multiple environments. Recommended and outlined below. Use NWC's API to handle deployments in bulk to multiple environments. Powerful automated approach for solutions with multiple workflows, but proceed with caution, as the aforementioned deployment tool has yet to be fortified and undergo rigorous testing. This has been tested w/about 100 workflows and appears to work well. The only shortcoming of using the API is you cannot import a workflow if one with the same name already exists,

Process Manager

Formatting text

How can I format text in a "task" or "note"? For example adding colour and emboldening as follows:make a note of the invoice number

ElenaWestRookie

Process Manager

Is there a way to share "TODO" with more than One person? Not "ReAssign," but share

In other words, the TODO would show up on two or more people’s dashboards: One dashboard where TODO shows is on the originator-of-the-TODO, and the other dashboard(s) the TODO shows is on any other user the originator specifiedThank you in advance for helping with this question!

ElenaWestRookie

Process Manager

Is there a way to get "Group" names to display alphabetical order?

Please DISREGARD, found answer.

Simple Setup Template Reuse

I am attempting to reuse a simple template more than once with different values for a Fixed Text JotBlock via the Submit API. I would like to have multiple pages of the template attached to the root template with different input data per attachment via the template. When I attempt to send a second new version of the template all of the send input values from the initial template are displayed in every subsequent use of the template even thought the sent values are different from the initial use of the template. I am including a simple version of the JSON data that is being sent below as an example.Basically, I am attempting to include the same template multiple times with varying values for the fixed text JotBlock to show as additional pages.I am also including a sample of the C# code that is sending the request.The end result is that the values from the first use of the template are used for all additional uses regardless of what is sent.

nickshaNintex Employee

Nintex Automation Cloud

Access Instance Data for Deleted WorkflowsKnowledge Base

TopicAccess Instance Data for Deleted Workflows. Instructions 1. In Nintex Automation Cloud, navigate to Automation > Instances > Customer Filter2. Check the box for 'Include instances of deleted workflows'3. Click 'Apply filter'Note: This box doesn't filter down to instance of deleted workflows, rather, instances of deleted workflows are returned in addition to results for existing workflows.

reluktntdbaRookie

DocGen for Salesforce

Unable to use Create/Edit record to update Custom Object

I have a package that uses a Custom Object as its primary object and I get an Invalid Id Field error when I using Create/Edit Record on the Delivery Options. I have Update existing record checked and the record Id is used in the Field-Value Pairs box. I am able to add a new child record and create a task but not update the starting record. Here is the resulting error:An error has occurred when performing an Insert-Update: Error: Create Failed: INVALID_ID_FIELD: Record ID: id value of incorrect type: -- Id (ExternalError)

DonnaARookie

Nintex for SharePoint

Workflow action to query the list for items created by the current user and delete old items

I’m trying to create a query list action on a workflow that pulls back the IDs of all the items created by the initiator in order to delete the old items if they exist.I’ve added the query list action, but when trying to pull all the item numbers into a collection variable, it doesn’t pull any numbers through at all. The filter is searching the ‘user’ column on the list, with the ‘user’ being a variable that’s set previously as the initiator.I’m using Nintex for SharePoint on-premis, after i’ve got the list of IDs that are created, I need to be able to delete the oldest one(s). so there’s only 1 item for each user.Is anyone able to assist me, so that I can get this workflow working for the client.

brandiwoodsonExplorer

Nintex Automation Cloud

Permissions for Start Forms

I noticed an email went out for this and then the link was broken. I managed to find the post for this new feature.Restrict access to start event forms | Community (nintex.com) However, couple questions on this new feature:Will AD permissions be allowed in the future to better manage this? We don’t use groups in NAC user management section except to manage permissions on connections and data sources. Global admin are the only ones who can access and edit groups so this will not be sustainable for our team. In addition, it’s redundant to manage AD group and have to turn around and manage a group in NAC. We need more integration for this to benefit us. Will business owners at some point be able to manage these workflow types in workflow tracking to manage form access? IT does not want to manage this for every process, when all we do it build the tool for the users. Administrative management should be on the business, not a designer or global admin. We would suspect a “form access”

MillaZCommunity Manager

User Spotlight: Simon Muntz

In this month’s user spotlight blog, we’re talking to Simon Muntz, a Senior Technical Content Specialist on the Customer Enablement Team here at Nintex. Q. What is your current role, and how long have you been with Nintex?I have been with Nintex for nine years and seven months.  My current position is a Senior Technical Content Specialist on the Customer Enablement team, which I have been doing for around a year and four months.  Before that, I was a Senior Engineer in Nintex Support. I have been in IT for about 16 years but have always been interested in computers. Q. Which Nintex Product are you most passionate about and why? I have always liked Nintex’s workflow products, so I like the newest offering of Nintex Automation Cloud the most. Its ability to interact with many applications makes it the Swiss Army knife of the automation world.  Q. What do you enjoy most about answering Community questions?I enjoyed helping Nintex customers while in support, so the community is just an ext

ElenaWestRookie

Process Manager

Is there a way to share "TODO" with more than One person? Not "ReAssign," but share

In other words, the TODO would show up on two or more people’s dashboards: One dashboard where TODO shows is on the originator-of-the-TODO, and the other dashboard(s) the TODO shows is on any other user the originator specifiedThank you in advance for helping with this question!

ElenaWestRookie

Process Manager

Is there a way to get "Group" names to display alphabetical order?

Please DISREGARD, found answer.

Simple Setup Template Reuse

I am attempting to reuse a simple template more than once with different values for a Fixed Text JotBlock via the Submit API. I would like to have multiple pages of the template attached to the root template with different input data per attachment via the template. When I attempt to send a second new version of the template all of the send input values from the initial template are displayed in every subsequent use of the template even thought the sent values are different from the initial use of the template. I am including a simple version of the JSON data that is being sent below as an example.Basically, I am attempting to include the same template multiple times with varying values for the fixed text JotBlock to show as additional pages.I am also including a sample of the C# code that is sending the request.The end result is that the values from the first use of the template are used for all additional uses regardless of what is sent.

Nintex Automation Cloud

HTML Email Background Colour Issies

Hi all, Hoping someone can help me. I am trying to design an email using some HTML code. I am using a WYSIWYG HTML editor to create an email (since I dont have the 100% HTML knowledge). In the WYSIWYG editor, my email looks like the below (information blurred for privacy). So I copy the code into Nintex, and it looks the same. However, when the email gets sent, some of the background colours disappear. I am so confused. (again information blurred for privacy) Does anyone have any tips on how to fix this? Thanks!

PabloLRookie

Nintex Automation Cloud

parsing / query

I am using Xtensions to call an internal web API that returns data in JSON format, and I now want to parse through that JSON to get the value I want. The workflow action that calls the API will store the result in a collection variable. I have to use a “Get item from collection” action to make it readable by the “Query JSON” action. I do this all time for the easy stuff. Now I have an issue because now the value I want is within an array of values in the JSON. If I did a Query JSON action, I would have to use something like [0] or [1] in the JSON expression to obtain the first entry, or the second entry, etc. I want to loop through all the entries.My idea is that I can “Query JSON” to obtain the portion of JSON that contains that array, then I can do a loop action or For Each action. However, when I use “Count items in collection” it only returns a count of 1. This is incorrect. In my test data, there should be 5 items. Is there another method of counting these items?Another t

Nintex for Office 365

Error connecting to the workflow manager.

I've just started the workflow designer and got this error message in a red highlighted banner on the top of the workspace: Error connecting to the workflow manager. Would it be possible that because it's in a private channel, sharepoint site? Anybody have any ideas on how to fix this?

Nintex Automation Cloud

Is NWC still being supported and developed?

I have been trying to reach the development team and account manager for months with no response. The only email I have seen is they want us to renew our subscription.

Process Manager

Lean Tags Data - export of data table

Does anyone know if there is a way to export the data table listing for Lean Tag Data ? noted on the other data tables such as glossary there is export functionality but not within the tagging lists . I am aware of the tags mapping report (in our case its called Requirements Map) but this appears to display only the tags used in processes . After a flat list of data . Any ideas ? Thanks

jpachecoScholar

Nintex Automation Cloud

Auto Number form

Hello,I am using a NAC Form and need to apply an tracking number to the form every time one if filled out. Is it possible to produce the output just as displayed below? Too, is it possible to restart the numbering scheme to 001 each new year? “XYZ-23-001” XYZ = This is the form name23 = Year 2023001 = assigned sequentially *each year

Darren JehanNovice

Nintex Automation Cloud

External access to workflows

Hi all - new-ish to Nintex still, gradually getting used to how things work, but I have a couple of questions for a workflow that we’re looking to design…..We want to create a portal where an external party (supplier) registers their details with us. These details are then used to populate back-end systems and initiate a series of workflows (finance checks, procurement checks, etc.) that will eventually automate the process of setting them up as a valid supplier….So, initial thought is to create a simple form for them to enter their contact details, and the internal stakeholder contact.This goes to Stakeholder to approve, and then to internal IT to create an “account” to allow access to the next part of the process, where the Supplier will enter more details, including bank account details. We’re thinking that we could do the account via SQL Server, and hold an encrypted password, but then how would the workflow know that the Supplier is an authenticated userOrWe could register the Sup

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