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andy_sNintex Employee

Work with repeating section data in Nintex Automation Cloud start event forms

Hi everyone. Today we will discuss how to use repeating section data in Nintex Automation Cloud start event forms. Use case: a printing company form that allows customers to request various types of printing equipment for rental.A few points to highlight in the demo:Customers can select multiple types of printing equipment in the form Form rules dynamically display the relevant data based on the chosen printing equipment Form totals up the cost with form rules using repeating data The workflow generates a document (a rental agreement) with repeating data The rental agreement is sent off for signature from customer using Nintex eSign The signed document is stored in SharePoint OnlineI also want to give a big shoutout to Jason Roberts for their help on this project.

1 day ago

Brent_DocNintex Employee

DocGen for Salesforce

DocuSign Individual Consent did not prompt the user to authenticateKnowledge Base

TopicWhen Sending a DocGen Package to DocuSign, the user was not prompted to authenticate DocuSign before sendingInstructions This can occur if the DocuSign Username on the running User Detail Page is Shared across many Salesforce Users. The authentication is only authorizing the DocuSign API Username for the first send. If other users in Salesforce have the same DocuSign API Username listed, they will not be prompted again. Additionally, If a DocuSign Session is open in the same browser, this may cause a conflict on the initial Authorize and Send To DocuSign. ** Please close all sessions, clear cache and cookies, or try an incognito window.

1 day ago

ConnorWNintex Employee

Skuid

Connecting the Dots: Integrating the Skuid platform with K2

Hi everyone. Today we are going to discuss integration between Skuid & K2!We are combining Skuid’s powerful front-end customization with K2’s robust process automation & data management capabilities together.To digest this information easier I wanted to create a 3 part video series on how you can achieve this integration. The first video I am releasing today describes how the integration works and provides a demonstration of the two platforms working together.Further videos will be released in the coming weeks, so make sure to check back here and subscribe to stay updated!I also want to give a HUGE shoutout to Andy Hayes, Chris Stern, Sam Alexander, and Jason Roberts for their help on this project.If you have any questions please feel free to reply to this topic or email me at connor.wells@nintex.comPart One: Part Two: Configuring SmartObject API: Skuid and K2 IntegrationFor part two we're diving into the configuration and integration of K2's SmartObjects with Skuid. This vide

1 day ago

AshMaRookie

Nintex for Office 365

HELP Migrating Nintex Forms from On premise to Cloud

Hi, I would like to know few things about migrating nintex forms from on prem to cloud.when i try to do export the form from on prem and then try to import to the cloud nintex forms it say’s doesn’t support the file format.how can i migrate the forms? also i don’t see the SQL Request on the cloud just like on prem.we are heavily reliant on that action.We have around 30 Nintex forms, how can i go about migrating the forms? do i have to recreate them from scratch?any inputs is appreciated. Thanks

1 day ago

bill.foxRookie

Skuid

Line breaks not recognized

I have a long text field with and <hr> in the text. I have put it into a text field with “allow HTML”. It does not recognize the or <hr>. It looks like there is a lot of guessing how to make this work Here is the text:Good layout and location <hr>I showed the listing for another agent, please contact her here to ask her about what her clients think - Josie (630) 207-0000 <hr>I really thought they were going for that one but switched gears and we wrote on another townhouse. Sorry I really liked that one. I think they found maybe some staining somewhere on a ceiling <hr>Great layout and overall location. Awesome master bath and nice kitchen. <hr>Contact Scott Wiley with Redfin for additional feedback <hr>Client liked the home and layout. They feel the home is overpriced based on the square footage and only 2 bedrooms. Is there flexibility on price? Please let me know. Thank y

1 day ago

BWindNovice

Skuid

Dynamic HTTP Header / Merge Fields

Hi, I have a REST model that is integrating with a 3rd party system (Snowflake) that requires I generate a JWT token and include it in the HTTP headers. I have an Apex class in Salesforce that is correctly generating this token (I can confirm this using Postman), but I can’t seem to get it added into the Common HTTP Request data section. I’ve tried using the {{$Apex.ClassName}} merge variable and having the class implement the skuid.Utils.MergeValueProvider interface but that doesn’t seem to work? I also see there is a Custom Apex Authentication option in the Auth providers, but I don’t see any documentation anywhere on how I can leverage that and I’m getting Apex errors when trying to implement the recommended ModelDataSourceAuthProvider interface. Is there a better way I should be dynamically inserting this header value from Apex?

1 day ago

UlisesRookie

Process Manager

API Interface Integration to pull out next steps, templates via API

Hi,As per subject line I have received an enquiry wanting to know if Promapp has an API interface?In addition to be able to map out their processes they would also like to have integration to the system to pull out the next steps and templates via API. They are enquiring about the reporting API functionality.Is the above possible? thank you in advance for your response.

1 day ago

dperaniScholar

Nintex Automation Cloud

New Yes/No form list columns were added but are not showing up in task form start event variables list

I added 12 new Yes/No columns to the forms list and also added the checkboxes to the start form but when I go to the task form I don’t see them anywhere in the Start Event Variables list so I can drag and drop on the task form. I have tried closing and reopening the workflow, refresh F5 and nothing. Is there a maximum number of Start Event Variables allowing on a task form? I have 100.

1 day ago

ConradWilkie20Novice

Nintex Automation Cloud

NO365 Repating Data From SharePoint to NWC Document Generation

Hi, I am hoping someone will be able to assist. We currently have a form that is held in Nintex Forms for Office 365 which has Multiple (many) repeating sections in it. At current, we have a Nintex Workflow for Office 365 which handles the multiple repeating sections and then uses Document Generation to, well, generate a document. I am currently trying to upgrade our workflow to Nintex Automation cloud using the Start Event - Update SharePoint List item. The issue I am having is trying to convert the xml of the repeating sections that are captured in SharePoint into a collection that can then be tagged in the template we have for the document generation. Previously, with Nintex Workflow for Office 365, you were able to build tables in the Document Generation action from the queried XML data (done earlier in the workflow) and then use those tables to tag in the template, but on Nintex Automation Cloud, this feature has been removed. We still want to create a table repeating data format

1 day ago

UlisesRookie

Process Manager

Where to find auto-reply system generated emails

Hi,I’m a Promaster with admin rights but I’m having difficulties identifying where auto-reply sent emails reside as the configure tab only seem to show on/off functions but not the actual emails that are sent to our organisation Promapp account when for instance an account is locked or when user is trying to log in without having an actual account. I want to potentially adjust the wording or email and also exclude individuals who get notified by email that are no longer part of the team.Many thanks for your guidance,Regards,Ulises

2 days ago

bill.foxRookie

Skuid

Line breaks not recognized

1 day ago

BWindNovice

Skuid

Dynamic HTTP Header / Merge Fields

1 day ago

UlisesRookie

Process Manager

API Interface Integration to pull out next steps, templates via API

1 day ago

ConradWilkie20Novice

Nintex Automation Cloud

NO365 Repating Data From SharePoint to NWC Document Generation

1 day ago

UlisesRookie

Process Manager

Where to find auto-reply system generated emails

2 days ago

feckinirishRookie

Nintex for Office 365

Link URL in Label not retaining variable value

I am using Nintex Froms in Office 365. When sing a Label control I want to build in a link to a SharePoint list which will filter the list using a value on the Form.In the label text I insert a link with the text below with the Variable as the filter text.When I OK out of this and do anything in the Designer TAB and return to the link the variable is retained. If I click on the PREVIEW tab and then return to the Designer Tab, the variable is missing from the link text. This behaviour does not appear when i use the link directly in the text value where the ‘Animal ID’ field is in the images below. I’ve saved and closed the browser with no change in status. Any ideas?https://xxxxx.sharepoint.com/xx/xxxx/Lists/xxxxxxx/AllItems.aspx?useFiltersInViewXml=1&FilterField1=Animal%5Fx0020%5FID&FilterValue1=(VARIABLE)&FilterType1=Lookup&viewid=fa97dd55%2D2d81%2D482d%2Db9e8%2D51cc4bdd139aBuilding the link in Designer After entering and returning from PREVIEW

2 days ago

acl76Rookie

Nintex Automation Cloud

Sudden failure to return email address from SharePoint Online Person of Group column

We have a component workflow running in NAC which returns values from a Person or Group column in SharePoint Online based on a text role name that is passed in to the component. We use the results from this column to create a string of email addresses which are passed back to the caller workflow for use with task approval and email notification actions. This effectively allows us to keep a single master list of all roles used for various task approvers on workflows throughout our organization. This component has been working fine since February and we have not changed the workflow actions nor the SharePoint list since that time. Yesterday July 10th, around midday EST, the component started returning an empty string after querying the list. The Person or Group column used to return the email address for a Person by default, now there is nothing. We have verified the query a list action is not failing, the column in question contains data, we can return values from other columns in the l

2 days ago

AnnaSTDCRookie

Process Manager

View of Overdue Risk Reviews

Hi allI am not sure if I am missing something, but as Promaster I can view all overdue risk treatment signoffs under my risk dashboard but cannot see the overdue risk reviews. I would like to know if there is a way for these to also pull through to my risk dashboard and whether i can have the ability to sign off risk reviews on other’s behalf. I meet with the senior leadership team quarterly to review risks and it would be much easier if i could sign these off after this meeting on their behalf.

2 days ago

Niks_89Rookie

Nintex Automation

Send XML text in Email Event

Hi Team,I would like to send the below xml data into the email format but its not working . Its removing the tags ans send the data into simple text. Is there any way we can send the xml as it is in email event from the workflow Formatted text<POCreatePurchaseOrderTag1><PurchaseOrders> <PurchaseOrder><PERPOrderNo>XX/PERPOrderNo><AFCENo></AFCENo><SupplierNumber></SupplierNumber><SupplierNumberSource>1</SupplierNumberSource><DateIssued>2024-02-16</DateIssued><DateCreated>2024-02-16</DateCreated><RequiredOnSiteDate>2024-03-10</RequiredOnSiteDate><LookupCurrencyDesc>EUR</LookupCurrencyDesc><Originator>XX</Originator><CommercialApprover>XX</CommercialApprover><CommercialManager>XX</CommercialManager><ExternalApprover>XX</ExternalApprover><PORaiser>XX</PORaiser><POApproverAdjudication>XX</POApproverAdjudication&gt

2 days ago

Yusuf_128Rookie

Nintex for SharePoint

Remove value from Drop-Down menu if selected before

Hi All , Basically I have a list and create a drop down list and almost 10 value. If someone fill the form and choose 1 value in the menu, I need to be removed from the list to prevent to be chosen second time by someone else. Is it possible to remove or disable the value if selected someone else? For example there are 6 values in the drop down menu. I created 1 item and choosed Value1. When second person ty to create item they shouldnt see Value1 or should see disabled. Value1Value2Value3Value4Value5Value6

2 days ago

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