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Neeti_KulharNintex Employee

News

Nintex Automation Cloud: Assign a Task action deprecation

Nintex is retiring the Assign a task action, which will no longer be available for new workflows as of 31st December 2022. Instead, use the Assign a task to multiple users task action to take advantage of many new capabilities around assigning tasks. Details: Although the Assign a task action will not be available for use in new workflows, it will still be available in the following scenarios: Existing workflows that use the Assign a task action will continue to run. If you have an existing workflow using the Assign a task action, you will still be able to update the configuration and publish your workflows. Support cases for the fundamental functionality of Assign a task will still be addressed. Non-critical support cases can be more quickly resolved by moving to the Assign a task to multiple users action. We recommend replacing the Assign a task action in your existing workflows with the Assign a task to multiple users action to take advantage of the following benefits:

42 minutes ago

kennylimRookie

Nintex for SharePoint

start site workflow manually

I have created a site workflow. but i dont see any option/shortcut to start the site workflow manually. I can start the list or library workflow without issue I have tried to use what shown in the following link. But i don see that start a new workflow option Manually starting workflows (nintex.com)

1 hour ago

JamoNovice

Process Manager

Make improvement suggestions

Hi there,I cannot find the forum for making suggestions for product improvement ideas. Could you please supply me the link please.Thanks,Mark

1 hour ago

Prineel_V3Nintex Employee

Automation Cloud

Hi everyOne, I had an query that is , How to delete "Contact" selection in docGen component

8 hours ago

artmovRookie

Automation Cloud

Limiting Workflow Lifecycle

Is there a mechanism to set a time limit for Workflow Life Cycle? I want to know this on both: per individual workflow and per whole tenant.For example, if I have a workflow, can I set a time limit so that it will automatically Terminate if it was active for over 30 days?

9 hours ago

jdismuke

DocGen for Salesforce

Minimize spacing between copy type group

Is there a way to minimize spacing between groups in word?I have group type on quote line items, grouped by name because this seems to be the only way to avoid duplicate quote line items name on the document. In the document its:<<TestGroup_Start>><<TestGroup_Name>>Results:Test ATest BTest CExpected:Test ATest BTest C

9 hours ago

kgilesRookie

Nintex for SharePoint

Check all Filtered Check Boxes

I have a filtered Multi Select Check Box. I would like all the check boxes to be selected whenever this field changes.  In this instance, someone would select from a drop down Cardiac and all the Cardiac email contacts would populate. I just need them all the be selected on load.  This is the javascript I used to no avail. Please and thank you! NWF$('#' + emailID+ ' input:checkbox').prop('checked', true);

10 hours ago

kennylimRookie

Nintex for SharePoint

start site workflow manually

1 hour ago

JamoNovice

Process Manager

Make improvement suggestions

Hi there,I cannot find the forum for making suggestions for product improvement ideas. Could you please supply me the link please.Thanks,Mark

1 hour ago

Prineel_V3Nintex Employee

Automation Cloud

Custom date format regular expression

3 hours ago

ajeeshkNovice

Automation On-Prem

Setup Out off Office using smartobject method in the k2 five workflow

6 hours ago

FarhanHabibRookie

Automation On-Prem

how to send current form link with data into email using k2 workflow

Hello Everyone Can anyone guide how do I send form link with data in k2 workflow send Email activity.

7 hours ago

emluRookie

Nintex for SharePoint

Setting Multi-select value based off of 2 drop down values

Hello, I have been trying to find some javascript that will set a multi-select value based off of two other choice fields. Details below: Here are my three fields (not lookups): Request type (Choice - Radio button): New, AccessUser Type: (Choice - drop-down): internal 1 , internal 2, external 1, external 2Account types (Choice - multiselect) : SW1, SW2, SW3, SW4, SW5 If Request type = New ANDIF User type = Internal 1 OR Internal 2THENAuto select Account Types = SW1 and SW 2 and SW 3 I am still using SP2013 Any assistance would be greatly appreciated :) @MegaJerk Thanks for pointing me in the right direction to repost as a new topic!

10 hours ago

phoebesyRookie

DocGen for Salesforce

Field tags from object that is indirectly related to main object

In DocGen, I have set my main/starting object as a custom object 'LMS'. It has a lookup relationship to an 'Opportunity' record, which I have set up a relationship for. However, I also want to pull in fields from other 'Property' and 'Contact' objects which have a lookup relationship with the related opportunity. Although my document was successfully generated and I used standard Contact and Property field tags are generated in the field tagger, it did not pull in data from my related 'Property' and 'Contact' records. How do I pull fields from these indirectly related records?

11 hours ago

foglightNovice

DocGen for Salesforce

Generate Individual Letters to an Opportunity's Contact Roles

Business use case: send a thank you letter to some of the contacts who contributed to the opportunity. Data setup:Each of the contacts I want to send a letter to are associated to the opportunity via a contact role Only send to contacts who have a role of “Soft Credit”Ideal user flow:From an opportunity list view, select multiple opportunities, click a button that invokes the mass button code. User is taken to the Generate Documents screen where they select a DocGen Package to run > Click Run to generate documents. When setting up a new DocGen Package, I am not able to select Opportunity Contact Role as a starting object. See screenshot.Is there another way to configure Nintex DocGen to generate individual letters for discrete opportunity contact role contacts?I’m open to other business user flows, but Salesforce doesn’t have a list view for OCRs (understandably) and I don’t know if I could configure a button from the related list.

15 hours ago

Sundeep.kRookie

Nintex for SharePoint

Query Multiple Lists

Suppose I want to query multiple list in a Site to get a list of all the documents where modified date is before 2018 . How to achieve the same?

18 hours ago

kennylimRookie

Nintex for SharePoint

request approval - restart approval after reject

Hi all, new to Nintex Workflow for sharepoint. Possible to develop the following flow. When the step 2 reject the workflow. Can the workflow route back to the step 1 and allow step 1 user to make necessary changes and continue with the workflow again?

19 hours ago

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Modernization

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