Unanswered questions

With salesforce release for step up authentication our docgen packages which have reports to populate template failed with error message even after upgrade to latest package.  

Am I missing something? Don’t see any of the fields that is Multiple lines of text fields on data lookup conditions. Only see single line of text

HiBecause of the upcoming deprecation of Exchange Online EWS I’m testing moving our environments over to using MSGraph.I upgraded to 5.9 successfully.  Ran the Exchange Online Migrate wizard successfully and email works.  However, it appears when I look at the Connection String editor for mail configuration that its still using EWS as it didn’t add the MSGraph settings.  I checked and the Azure Enterprise app was added successfully with the correct permissions.  The resource shows correctly in Management.  I tried following the article about manually configuring some of the connection string settings but email then failed.   Is the Migrate wizard supposed to take care of all of the settings or am I missing something?  I’ve restored the VM and retried 4 times so far without any luck. https://help.nintex.com/en-US/nintexautomation/icg/5.8.1/Content/Configure/ExchangeOnline/ExchangeOnlineManual.htm

  Subject: Need Help Creating My First Nintex Workflow (Form Submission and Email Notifications)Hello Everyone,I am new to Nintex Automation Cloud and am currently trying to build my first workflow. I have made some progress, but I am struggling to complete the workflow successfully and would appreciate any guidance, tutorials, or resources that could help.What I have completed so far:Created my Nintex Form. Configured the workflow Start Event.I am trying to achieve:Send an email to users with a link to access and complete the Nintex Form. When the user submits the form, store the form data in SharePoint. Send an email notification to me when a submission is received. Include key data from the submitted form (SharePoint columns) in the notification email. Ideally, send a confirmation email back to the user after successful submission.I am having difficulty understanding how to pass form data into the workflow and access SharePoint column values within the workflow. Also, how to configu

Hello Ich kann mit meinem die Setup Files der neusten Version 2016 (Nintex Workflow / Forms) nicht herunterladen. Können Sie mir einen Downlaoad link geben

Using a Nintex Workflow, has anyone had success getting data from an excel file, transforming it to be used in Workflow Variables, and then writing it back to a new excel file? I am able to get the data from the file and “read” it, but it’s funky, like Json nested in Json or something, and I can’t get the columns or values as normal text so that the workflow can read it accordingly in branching or transformation steps. I’ve worked on this a lot over the last year and have not been successful. I have already reviewed existing help articles on this topic. I am looking for someone who may have already accomplished this in a workflow who wouldn’t mind sharing their workflow actions/configuration so that I can plug in my own file information and get rolling. Thank you in advance.

Hello,I am looking some guidelines on setting up 3 state approval workflow.Condition: If all required fields are completeStep 1: Send email to the person for review as task with pending  status and set document as draftStep 2: Once the reviewer complete the task, it send email to first approver to review the documents, once approved it goes to step 3 and remain the document status to draftStep 3: Send email to the 2nd approver and once the task is complete the documents will publish it as major version. 

Hi everyone! I have 2 custom controls which problems right now. Is it necessary to have .aspx format file for custom control? Do you guys know how to solve this issue? All the forms and views that are using these custom controls cannot be opened. This is custom control .dll files that are impacted:1) K2Field.ListSequenceDisplay.dll2) K2FormProgressSteps.dll  

I’m working on an inspection checklist that allows the user to upload multiple photos so they can be renamed and inserted into a report document. My current approach is to use a repeating section with the inspection location (single-choice) and file upload (restricted to image). My assumption was that I could traverse the resulting collection, extract each row as a collection, then parse out the contents of that row. Unfortunately I can’t extract the row as a collection, just as a chunk of json code, which isn’t terribly useful.Is what I am trying to do even possible or should I go straight to plan B (which is to make each row a pair of stand-alone controls vs the repeating section)?Thanks!

We have a form that has 20+ questions where the answer can be ‘Ok’ or ‘Defect’ and a further 8 questions with ‘Yes’ or ‘No’ answers. We then convert the form into a PDF and we would like to send the PDF document to a number of email addresses if 1 or more answers have ‘Defect’ and/or 1 or more have ‘no’ as the answer.  Branch by condition has a max 10 conditions, what is the simplest way to set this up to send on the above conditions but only send once?

How as an admin could we redirect a task that was originally assigned to one user, and re-assign it to a different user after it's been sent out?I have the option to complete the task myself, but that is not what I’m looking for.  

 Thank you for your assistance. This is Fukushima from Kaneka.I apologize for the inconvenience, but could you please provide guidance on the following?* Is there a planned End-of-Life (EOL) for Nintex Workflow for SharePoint Server 2016?* If I proceed with the Annual Software Assurance Renewal procedure this August,if support ends according to Nintex's support policy at EOL, is it possible that support will end by August 2027?

Subject: Need Help Creating My First Nintex Workflow (Form Submission and Email Notifications)Hello Everyone,I am new to Nintex Automation Cloud and am currently trying to build my first workflow. I have made some progress, but I am struggling to complete the workflow successfully and would appreciate any guidance, tutorials, or resources that could help.What I have completed so far:Created my Nintex Form. Configured the workflow Start Event.I am trying to achieve:Send an email to users with a link to access and complete the Nintex Form. When the user submits the form, store the form data in SharePoint. Send an email notification to me when a submission is received. Include key data from the submitted form (SharePoint columns) in the notification email. Ideally, send a confirmation email back to the user after successful submission.I am having difficulty understanding how to pass form data into the workflow and access SharePoint column values within the workflow. Also, how to configure

Hello,I'm trying to configure the mail server in the Nintex RPA Console, but I'm unable to complete the configuration.When I click Test Notifications, the test fails and the following error is displayedCould you please help me identify the cause of this issue and advise how to resolve it?I have attached a screenshot of the error.Thank you. 

Not entirely sure why I’m getting status of NotFound for this Xtension. We were testing ability to export a workflow from one Nintex tenant to another using a workflow rather than manually doing it.  I have checked everything - region is fine. Other actions within this Xtension works just fine so what is the issue with this particular action that it cannot recognize a workflow ID? It’s published and in DEV. I republished in PROD and still returning NOTHING.  

We have our images on a local webserver, The images do not render on the form and the browser shows this message: It gives the image url and then says its blocked from origin 'https://static.nintex.io' has been blocked by CORS policy: Permission was denied for this request to access the `local` address space.We have tried adding https://static.nintex.io to the local network settings of the browser but it still blocking the images.How are people handling form images? Will Nintex provide an image repository?Any assistance would be appreciated.  

Delete

Hi Team,I'm capturing the previous activity into a variable called previousActivityName using the Active Instance Destination SmartObject. Then, I'm using previousActivityName with the GoToActivity SmartObject.I am facing an issue where the workflow instance got stuck in the running state. Please help me with the issue 

Hi Team,I enabled the Workflow and SmartObject API in the k2 management. K2 is hosted in the Windows 2025 VM and installed version is K2 Five 5.8 . I am able to connect to the API while i am debugging the application locally. I am not able to connect to the API while deployed to my QA Environment.I validated in the K2 server registry TLS 1.2 is enabled. In the .net framework code i am taking care of the TLS 1.2 protocolforeach (SecurityProtocolType protocol in Enum.GetValues(typeof(SecurityProtocolType)))            {                if (protocol.GetHashCode() == 3072)                {                    platformSupportsTls12 = true;                }            }            // enable Tls12, if possible            if (!ServicePointManager.SecurityProtocol.HasFlag((SecurityProtocolType)3072))            {                if (platformSupportsTls12)                {                    //Console.WriteLine("Platform supports Tls12, but it is not enabled. Enabling it now.");                   

SourceCode.SocketService.Legacy.LegacySession.<HandlePacketAsync>d__25.MoveNext()","","","FWA-Dev-K2Five:C:\Program Files\K2\Host Server\Bin","2180715","ff2faeaf8267456a856a26f0054dac12","""2180771","2026-06-23 21:50:57","Error","System","2025","InternalMarshalError","SourceCode.Hosting.Server.Runtime.HostServerBroker.InternalMarshal","2025 Error Marshalling SourceCode.Workflow.Runtime.Management.WorkflowManagementHostServer.GetWorklistItems, Method could not be resolved!   at SourceCode.Hosting.Server.Runtime.HostServerBroker.InternalMarshal(String TypeName, String MethodName, Object[] ParamArray, Boolean[] NullList, Boolean UseSession, String sessionCookie, String RemoteConnectionString)","","","FWA-Dev-K2Five:C:\Program Files\K2\Host Server\Bin","2180771","6ccfa9be765345008a98b3605e7dfcef",""Facing two issues: 1. Getting the Invalid Archive Type while executing the following code in the local development 2. Getting Method not resolved for the GetWorklistItems.As a workaround i

Hello K2 Community,I'm currently migrating workflows from K2 BlackPearl 4.7 to K2 Five 5.8 and need guidance on updating a specific workflow pattern in K2 Designer.Current Implementation (BlackPearl 4.7):Our existing workflow uses the following pattern:Invokes a Code Reference Event to execute custom logic Loads the returned data into an HTML-formatted variable Passes that HTML variable to an Email Event for deliveryMigration Challenge:I'm new to both K2 BlackPearl and K2 Five, and I'm not sure how to replicate this pattern in K2 Five 5.8's Designer. Specifically:What's the recommended approach for Code Reference Events in K2 Five? Are there any breaking changes or differences in how data is handled between the two versions? What's the best practice for building dynamic HTML content in K2 Five before sending emails?I've attached the relevant workflow snippets from our BlackPearl implementation for reference.Thank you for any guidance!  

I have a workflow that allows a customer (external of the tenant) to request a credit application in order to open a credit account with my company. When the customer fills the request, they are required to sign using the “Signature” field in the form. However, we would like the signature to be certified.Can the customer’s signature be certified — for example, through a Qualified Electronic Signature (QES) generated using a secure device (such as a cryptographic key, smart card, token, or qualified cloud-based solution)?Are any of these solutions can help me and how: Nintex eSign, DocuSign, AdobeSign ???

I am trying to update manage metadata field using update list item, but I couldn’t get it to work. As you see on the attached screenshot, I assign the guid label and guid on variable and assign the variable to the metadata field but couldn’t get it to work. Could you please give me some advice?

Hi there, Is it possible to have a link to the “create a process” page in Process Manager? We are creating a Process Manager landing page in our Sharepoint and want to have a quick link button to create a process. Thanks

Hi,We are currently exploring options to secure our internal APIs, which are consumed through SmartObjects.Our objective is to ensure that we can reliably identify the user making a request following authentication, while maintaining a secure approach throughout.As part of a proof of concept, we have successfully configured service instances using PKCE, Microsoft Online, and Client Credentials resource types, with SmartObject methods connected to one of our API endpoints.The PKCE flow appears to be the most suitable option for interactive form-based scenarios. However, we encountered some challenges when testing workflow scenarios. Since K2 workflows execute under the K2 service account, we enabled the following option to allow the SmartObject to function within workflow steps:Cache OAuth token for service account for using SmartObjects in workflow steps What we observed is that the cached OAuth token associated with the service account appeared to correspond to the user who last refre