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I am looking for a way to document and create an inventory of all of our workflows by site in our organization.  Does anyone have any templates that you can share either in Excel or even in a list in SharePoint to document our workflows?  Any suggestions for completing this task would be very helpful.   Thanks, dgreene1051

I'm going to use tabs to split my long form up, using formatting rules to hide the panel for the non-current tab.  I also have required fields on each panel/tab, so I expect to be unable to use SharePoint's column setting for whether or not the field is required.  This is because I want to allow the user to "save and continue".  I expect clicking "save and continue" won't work if there is a SharePoint required field on a later (non-visible tab). That means I'll have to use validation to require the field.  Finally, I also have a follow up text field on a panel, for each regular text field.  That panel is hidden, until the user checks a checkbox indications they want to provide follow up text.  This is done through rules on the panel with the follow up text field.  So I have about 5 panels with most fields, and on each panel, are several nested panels for the hidden follow up text fields. My question is how to order my rules, so that they all work properly.  My guess is that I should us

I have a very long form, which uses checkboxes to trigger follow up fields with rules to become shown.  I have a duplicate of each checkbox at the end of the form, and a custom JavaScript that ensures the mirrored checkboxes always match. The checkboxes follow a pattern with their client id variables: a1, a2, a3, b1, be, etc...  The mirror for each is assigned a client id variable of a1Match, a2Match, etc...   My script is really long and redundant.  I know there has to be a way to loop it, but when I try to use (this) or something similar, it gets the SharePoint HTML Element id, instead of the assigned is client variable. Any tips for looping patterned client id variables would be appreciated.

I have a form with tthree field "First Name" , "Last Name" and "Date". I want to generate a case number using these fields. So, I created a Variable Named "CaseNumber" and the value equals - "CASE"+"-"+substring(toUpper([Form].[First Name]),0,2)+"-"+substring(toUpper([Form].[Last Name]),0,2)+"-"+formatDate([Form].[Date],"DDMMYYYY") When I try getting the first two letters of First Name or Last Name it Provides the Full text of the respective fields. What could have gone wrong ? In this I have substring First Name with 1,2 and Last Name with 0,2. I was Expecting Output as "CASE-ON-ST-04092019"

I set validation rules for some required fields in three panels, and Submit button is set to submitRedirect() to a page with " Your request has been submitted " ( this is also client's requirement, see attached picture). When the required fields are not filled ( empty), it does not block the submission, no error message ( message added in the rules). If the required fields not be filled, it does not show in sharepoint 2013 list. Is there a way to change it and show error message if the required field not be filled. The causes validation in Submit is set to "Yes”.

We are facing an error when trying to start a workflow.    At first we had the below error.    Nintex.Workflow.NWActionExecutionException: Failed to start workflow. ---> System.ArgumentException: Value does not fall within the expected range.     at Microsoft.SharePoint.Workflow.SPWorkflowExternalDataExchangeServiceCollection.get_Item(Guid id)     at Microsoft.SharePoint.Workflow.SPWorkflowExternalDataExchangeServiceCollection.get_Item(Type type)     at Microsoft.SharePoint.Workflow.SPWinOESubscriptionService.CreateSubscription(MessageEventSubscription sub)     at Nintex.Workflow.Activities.StartWorkflow2Activity.CreateExternalEventSubscription(ActivityExecutionContext context, Guid workflowInstanceID, Type interfaceType, String eventName, String[] correlationTokenNames, Object[] correlationValues, WorkflowQueue& queue)     at Nintex.Workflow.Activities.StartWorkflow2Activity.Execute(ActivityExecutionContext executionContext)     at System.Workflow.ComponentModel.ActivityExecuto

I'm new to the logic we can use when forming a condition for a rule. It seems that whenever I add the && it doesn't work, and it causes my other rules on the form to stop working.How would I make the following rule work?     Thank you

After submission, I do not want Users to have the ability to edit their form.  However, I do want to still allow the Admin Group to have editing capabilities.On the individual control, I am able to use the Is New Mode function as an Enabled Expression.  That makes the field Read Only to all people, Admins included.  Can I extend that 'Is New Mode' function and add in IsMemberOfGroup(Admin) in some way to allow them to still have editing rights?Trying to avoid JS as I am unfamiliar with it... 

When I select the check "Use date when action is executed" is not returning the current time, only the current date. By default UTC midnight is set as returned time, but I also need to get the current hour, minutes and seconds.How I can do to get the current time too?thank you!

I need a validation: first step slection " System " panel in Category, 2nd step selection: if select Type  " New" or " Change", then " Date", "Name" ,  " Level" fields are required fields, but these fields are not required if "Remove" is selected. I applied validation rule below, but not working.   and(and(equals(Category, "System"), equals(Type, "New")),isNullOrEmpty({Self}))    

Hello!I'm having an issue where I used Build String to create a hyperlink to the current item ID in my workflow. I have my result stored in a variable named "CurrentItem" which works somewhat when inserted into a notification, but it is missing the appropriate characters to include spaces in the hyperlink. If I add in %20 for all the spots where a space would normally be the link works fine. How do I make this happen in the Build String action?

My form should let users select a date and a time slot from a choice control only one time. One the time has been taken for that date no one should be able to book it again. I'm looking for some kind of validation rule within the form.   I decided to go with date only and choice ocntrol for the time as I need 30 minutes interval. Not sure how to accomplish this, any help would be appreciated.  

Hi all, I have published my Nintex Form and I cant see the form when I click New Item. The below error is showing up, can you please help me to underestand the issue.   regards 

Hi,I have a task to update a hyperlink column in a custom list, which have a hyperlink column containing link to various internal UNC paths. So far so good, this works (at least for IE users). Now I have to update the server name of some of these items, which is no problem doing using regular expressions. My problem is when the path contains commas, I cannot used the “<link>, <link-descriptin>” syntax for updating the link. I have tried wrapping the url in {TextStart}/TextEnd}, replacing the commas with ‘%2C’, fn-XmlEncode and every combination of the mentioned. Have anyone successfully been able to set a value in a hyperlink column when the value contains a comma eg. "file:////servername1/share_root/sub folder, with a pesty comma/even_deeper, Link-description"?   Thanks!  

The "View reports" link in the Nintex Workflow section of Site Settings leads to this error:   Sorry, something went wrong   An error occurred during the processing of /dept/Marketing/NintexWorkflowReportPages/home.aspx. Code blocks are not allowed in this file.   This happens in all my site collections.  The errors in ULS are similar to above, code blocks, etc.  I have SharePoint 2013 & Workflow 3.4

I'm using the "Connected to" feature available on buttons to set a value in a specific field when the button is clicked. I'm finding this to be inconsistent, sometimes it just doesn't work at all and sometimes it does. I think it's something to do with fields being connected to SharePoint fields or not but I can't seem to work it out. Is there any advice or guidance on this?   The reason i'm using it to update fields is too trigger actions in a workflow using the "Wait for item update" action. Also i'm using Nintex for SharePoint 2013.   Thanks, Mike.

As mentioned previously, I'm new to the logic. In the solution that was suggested for one of the issues I’m having the “and” as part of the formula was used. Would “&&” and “and” be a valide form of the rule for Nintex? "Solution shown below" and(is edit mode,equals(my requester approver(display name),Current User(display name))) If you could please look at my rules and help me with a rule that would be acceptable on the form providing a work around for the following two rules.   Please see attached for rules 36 Rules that didn’t work!!   How can I write the following two rules to work on my form?           Re: Violating the Rule of 2 Logical Arguments Thank you. Would the != also not work because of the effort of using it in a nested function or would another format work? Could I make two rules that would do the same outcome as the original rule? -----------------------------------------------------------------------------------------------------------------------------------

why am I getting  the error which says unable to get the property webPermMasks of undefined or null references?help me solve this error.

I was trying to extract data from a nested repeating section and the only related Forums post I found wasn't helping.  Hopefully, these step-by-step details of how I solved it will save others the hassle of trial and error.  Maybe someone at Nintex will post a proper example in the Knowledge Base at some point. In my example, the goal is to collect mailing addresses for code violation letters.  The first Owner Name comes from the list item properties (and is autofilled by the workflow, in production).  There can be several registered addresses to be contacted and additional names for each address.The outer repeating section is named RepeatingMailTo.  The inner repeating section is named RepeatingMailName (note: I turned the borders and alternate background colors for the inner repeating section off).  The text field that holds each additional name is named MailName. I utilized the following actions.  The second image displays the contents of the For each loop.  The outer repeating sect

Hello everyone,   I have been working with Nintex Workflow 2013 for a couple of month now and ran into the following problem that I just cannot wrap my head around:   I am trying to create a site workflow that will send notifications out to each one that has been assigned to a certain item and did not work on that item for a certain time. The notification should only contain information of multiple list items that have been assigned to the person and after a certain period of time or more specifically after the status on that item has not been edited for 2 days.   I have seen the entries about how to make the site workflow wait for two or more days but I could not find any people filter with a customized list of items.   I would really appreciate if someone got an idea how I could solve this. Thank you and have a good day.

I created a form with hide and show panels. I also apply hide rule to some controls as below contains(RequestType, "System")  it work in one panel when select RequestType as " System", but it only work in one panel. I added it to another panel's controls, it does not work. Why? 

Hi everyone,How can i set the date picker to any date, any hour and only 00 or 30 (zero minutes or 30 minutes) ?

I have a Nintex Form (SharePoint 2013 On Prem). I have a check box that says, "Clear All Limits." If this box is checked on the form, there are 3 fields that should be cleared out, or to show '0' instead of whatever number(s) were in those fields before the box is checked.  Is there a formula I can use that says, if box is checked, then make fields X1, X2, and X3 = '0'?   

Hello, We cannot use InfoPath in SP 2013 on premise.  So, we use the out of the box form and do all of our functions and presaveactions in jquery.  We load the jquery file from a content editor web part to the .js file in our Site Assets library. Question:  Can we do this the same way with a Nintex form or is there some other method?  I'd prefer to not have to put jquery in on a per field basis if possible. Thanks for your help.

Our company is using SharePoint Server on intranet. We are not allowed to connect internet at all. Are Nintex Forms and Workflows can be used with Sharepoint Server without internet connection at all ?