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I have a SharePoint List, Swimlanes, that has 3 columns: Title, Person, Product Group. Example:TitlePersonProduct GroupTitle APerson AProduct Group 1Title APerson BProduct Group 2Title BPerson CProduct Group 1I have a Nintex Form that has 5 different list lookup fields, all which connect to the Swimlanes List. Each Lookup field is filtered on the Title column in the swimlanes list. For each lookup field, the user needs to select a user or users (person column) that should be added. Multiple values can be selected.I would like to set a default value for each List lookup field based on Product Group. For example, if I am filling out a form and select Product Group 1 for the product group field, for Lookup field A (Title A), I would want the corresponding user in the list that matches Title A and Product Group 1 to be the default value. In this example, the default value would be Person A.Any ideas how I would do that?

Hi -   Hoping someone out there can help me out.   I am trying to add a custom button to a nintex (display) form, which opens the current item in edit mode.   Does anyone know how to achieve this?

Hello, I want to start a Nintex Workflow with a button in a Nintex form. How does this work? Thanks   panc SharePoint Foundation 2013Nintex Forms 2013 ( 2.11.5.20 )Nintex Workflow 2013 - English Workflow version: 3.4.0.0 I found this post, this did not work for me: https://community.nintex.com/t5/Nintex-for-SharePoint/how-to-start-a-workflow-on-button-click-using-javascript-in/td-p/30616

Afternoon   I'm trying to make an attachment field in my Nintex form mandatory for a group of Line Managers and not mandatory for our IT department. Is there a way to do this? All help appreciated!

Afternoon   I have a form with some fields which are hidden unless you tick the Line Manager fields checkbox, which is fine, but this leaves a HUGE blank space. How can I get rid of this space but have the room for the fields to appear if Line Manager fields is ticked?   Thanks in advance!  

I can't seem to find a function that returns the day of the month for a given value. I would like it so I can go that amount -1 to get the last day possible for the previous month.If there is a better way, I am open to ideas. Thanks!

I am trying to do a very simple query in the SQL request control.  When I'm configuring the action and click the Run Now button it works fine, but when I preview or publish the form it doesn't populate anything in the drop-down.  I'm on SharePoint 2013, forms version 2.9.  Anyone have any ideas on how to troubleshoot this?  Does it use the Secure Store config during the run now process or does it use my login?  Thanks in advance for any help.

I created a Workshop Attendance list that has Name and Date columns (List 1). I also have a company directory list (List 2) with a Workshop Date column. I would like the Workshop Date column in the company directory to update whenever that person's name is added to the Attendance list.   I  have been going around in circles for hours and can't seem to build the correct Nintex Workflow 2010 for List 1 to update the appropriate column in List 2. Would this work with the Update Item workflow action? Does the Workshop Date column in the company directory need to be a lookup column in order to populate with the date from the Attendance list? Do I need to set variables?

We moved the datacenter a few weeks ago. Since there, we have a lot of problems with our workflows. The automated workflows in lists break before sending a email. If we start the workflow manually, everything is fine and the workflow ist running until the end. Settings havent changed. It is a 2010 SharePoint environment.

Hi All,   I have created a form with a drop down options containing (1, 2, 3, 4 and 5) and based on this, a custom 'repeating section' appears, e.g. the user has to fill in details of their devices, if they select 1, one panel appears, if 2, 2 identical panels appears, 3 - 3 panels etc.    I have this working perfect, except when I pick 3 or 4, 4 panels appear, and I cant see what I'm doing wrong. I've attached screenshots of rules for 3 and 4, Rules are definitely applying to the right panels and only those panels, I figure it must be something I'm doing wrong in rule: Dictaphone 4. Any help will be much appreciated, thank you!

I have a workflow that sends an email.  It is set to manual start only.  I then have a button on my Nintex form that I want to trigger this email when clicked.   I cannot get the workflow to start when I click the button.   Is there another way to accomplish this?  I want the user to control when the email is sent and not based on some time of condition.   Thank you.   Devon  

Created a Nintex Form and have a Terms and Conditions tick box.The purpose is for when the user clicks on the URL LINK to open the Terms in a popup modal windows instead of going to a seperate page.   Is this possible? I am using Nintex Form 2016.If so, please guide me in the right directions.   I have tried the following but it does not load the page, the title is there however.     <a href="" onclick="javascript:SP.UI.ModalDialog.showModalDialog({ url: 'http://www.google.com', title: 'Terms & Conditions' }); return false;>Terms and Conditions</a>       Cheers

I have come across this issue in a couple of different lists, but have not found a solution. Users are able to delete some attachments on a Nintex Form, but not others. When looking at the console in Chrome developer tools, I'm noticing the following error when I attempt to delete the trouble attachments.

Sharing to help others:   Tested On:  SharePoint/Nintex 2016, on premise Tested using account that is farm / site collection admin (full permissions).   I discovered an issue when trying to restrict a Document Set to specific permissions groups, and after much testing, found a way that works. Apparently the “remove existing permissions” check box doesn’t work where the inherit permissions was previously removed.   The Set Permissions workflow runs on New or Modified items when the Business Unit Previous does not equal the Business Unit. After the first run, changing the Business Unit left the previous Business Unit permissions group on the document set, while adding the new Business Unit permissions group.   The fix was to insert a Set Permissions block to Inherit the permissions from the parent library. Then do a second Set Permissions block to set to the new Business Unit permissions group.   Build a string to set a variable for the permission group name that is using Item Property o

Before I ask that question, I will ask this one: Is there an appropriate forum to ask questions about the forums? Stack Exchange has a META subforum for their forums, to ask questions about the forum itself, like "is this an appropriate question?" or "which is the best forum to ask about xxx?" I would rather ask in a central forum just for these type of questions.   OK, now my question. If I solved a problem myself and want to share it, what is the best way to mark it as the solution? Do I need to post the question, then answer it and mark the reply as the correct answer? Can I just mark the original post as the answer (asking because I already checked and I cannot)?   What is the best practice here?

 Symptoms  I'm trying to count the number of semicolon delimited values (names in people picker field). I can do it in a workflow because the workflow wizard expression builder has the Split text function which I can then incorporate into a Count Lists function. In the K2 Designer, the Expression Builder does not have the Text Split function (while it does have the Count Lists function).  Diagnoses  Counting the number of values does not seem possible without the usage of a split function.  Resolution A feature request was logged for a Split function in the K2 Designer when designing Views/Forms.   As a possible workaround, Javascript injection within expressions can be used to split and return the count to the effect of:   <script> var str = ""; if(str) { var res = str.split(";"); $("span[name='PickerCountDataLabel']").SFCLabel("option", "text", res.length); }else { $("span[name='PickerCountDataLabel']").SFCLabel("option", "text", 0); } </script>   * Javascript injection c

I am posting this having already solved the issue, as a help to other users. I have a Nintex workflow on a SharePoint 2013 site. I am setting item level permissions on two lists, running in parallel, using a For Each to loop through each item. The workflow always finishes, but if there are too many records (800 in the larger list) I get an error at the end: An error has occurred in Remove Permissions. The workflow updated all of the records, it just gave me the error at the end. If there are fewer records, I don't get the error. I tried all of the suggestions listed on this forum, adding an End Workflow, Commit Pending Changes, Pause at the beginning and/or the end, nothing worked.Finally, I figured out what was happening. Updating every single item's permissions is time-consuming. The workflow tells SharePoint to update the item, and then moves on to the next item in the For Each. The WORKFLOW is finished, and reaches the end, but SharePoint is still churning out the changes. The work

Multiline text box auto-resize in display/edit mode?Can I set up the multiple-line box to auto-resize in display or edit mode? I have enabled the "Resize at runtime" option to Yes.

Hello,   I have a couple of values in a SharePoint list. And some checkboxes. In a startform of a Nintex workflow i want to hide elements, when the checkbox has the value false (or show if the value is true). In the rule I tried false, true, 1, 0, the rule was is not working. See also attached picture. Can someone help, please? Thanks,   panc    

Good Day,   Please kindly help me here. I am new in nintex. We are licenced to build only 5 workflow steps for our SharePoint 2013 environment. So how do we count workflow steps / what counts as a step in nintex workflow?  We need to make ensure that we build workflows according to our licence limit.   Thanks in advance.  Mabaso

I created a form and workflow for a SharePoint list.  I set up a calculation to populate a field with the next number using a next number list, variables, and math function in the workflow to calculate the next number for a new form entry.  The problem is, the user wants a location prefix (I have a field for location on the form) before the number, along with the current year after the number, so that the format for the next number will be: NYC_100_2020.  Can anyone help me with this?

We have a system built in Sharepoint with Nintex workflows. It is a leave request system. It’s all working other than the final part which creates a calendar appointment in the persons calendar/managers calendar/shared office calendar.   I am wondering whether this has something to do with Office 365 as it’s only stopped working recently.   We have a Microsoft Exchange connection set up in the workflow which creates the object via XML. It uses the URL: https://mymailbox.XXXX.com/ews/exchange.asmxWe have a username that creates the appointments. Would anyone have any idea how we can get this working again?   The XML code below is what we use to create the appointment in the persons calendar:   <?xml version="1.0" encoding="utf-16"?><CreateItemType xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" SendMeetingInvitations="SendToNone"><SavedItemFolderId xmlns="http://schemas.microsoft.com/exchange/services/2006/messages">&l

Is it possible to assign a task to a group of users (each user would be assigned individually as per normal practice) but withhold the sending of the task notification?  The reason for this query is that the users dont want to be spammed with K2 task allocation messages in their personal email boxes and all have acces to shared email box that relates to the specific k2 process, in this case its the administration of travel requests.  We can send a custom notification to the shared email address that a job is ready for ticketing and accommodation booking - that way one email gets sent but may travel coordinators are all monitoring the shared inbox and will see the email. Back in K2 task allocation land all travel administrators were added to the task so are free to action it (first in best dressed) but they dont need to be informed individually they have an actionable task waiting for them.  Hope this makes sense.

Hi there! I have a Nintex form where I have a multi- choice field and I have a few different things I am trying to achieve and I think it will take javascript but not sure how to implement or format it.   When "All" is selected, I would like all the boxes to check. When "Production" is selected, I would like all options besides "Equity", "Equity HEL" and "Equity FEL" to be checked. When "Refi" is selected, I would like "Refi Limited" and "Refi Cashout" checked. When "Equity" is selected, I would like "Equity HEL" and "Equity FEL" to be checked. Users should have the capability to still select "Refi Limited", "Refi Cashout", "Equity HEL", "Equity FEL",  "Purchase", and "Construction" if only those options are needed.   Any help is very much appreciated!!!!! (Screen shot of field and options attached)    

Hi,I have some workflows that generate a lot of WorkflowProgress records in the Nintex Workflow database.Can I do something to have these automatically be cleared out after a while, or not be generated in the first place?I think the proces of manually having to purge history and WorkflowProgress is really annoying and time consuming.I have millions of records in the WorkflowProgress table and they are created by some site workflows, that read from a SQL database, and loops over lots and lots of records twice a day.RegardsLeif