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I have a list that has several different content types.  The list has a main workflow that uses a number of flexi tasks to assign reviews at different stages of the form.  Near the end of the workflow, there is a flexi task for manager approval that should show all of the fields available from the last content type (which contains all the fields of all the other content types).  However, when I customize the task form, I can only add fields from the first content type.  I've tried making the last content type the default, but the fields still aren't available.  What can I do to make these fields available on the flexi task form?

Does anybody has any ideas to get a table like this in NintexI need to do some simple math calculation like division , average etc too on this table

I am trying to figure out how to start a workflow based on the word "invoice" in a document name.  Any recommendations would be appreciated.   Thanks in advance.  

Afternoon   I've made a field mandatory in my list and added it to my form, but it won't let the user submit the form even if there's a value. I've tried changing the field type and adding a default value but nothing works. Any ideas?

Hi All I am not very good at rules yet and I cant seem to find any cheat sheets  - so hoping someone can help me... I have a 'product area' field, which is a look-up field (choice value options). It has multiple values: Banking, Insurance, Investments  When a user selects any of the values, i want a panel containing information on the other other 2 to hide. Can anyone advise of the right formula to use for this rule? Or what steps I need to take?    To hide a panel which contains banking information, I have tried hiding based on the following formula's with no luck...   1) Product Area!="Banking" 2) not(equals(Product Area, 'Insurance')) 3) not(Product Area, 'Insurance'))   Please help!  

Afternoon all   I have a list which I've created called 'Leavers'. When a user enters a value in 'Employee' I'm trying to get my Workflow to return the employees 'Start Date' from a list called 'Starters' so that I could use that information in a Calculate Date action.   I thought the best approach would be to use a 'Query List' action and then filter the results.   So I configured it as below, the action is pointing at the Starters list. Full name is a field on Starters which - surprise surprise - shows the Full Name of the staff member. I stored the employees name field from the 'Leavers' list in a variable called 'Employee Name' and thought I could filter? Then I set the output to store in a variable called 'Start_date', but what I'm getting back is:   i:0#.f|xxxbershipprovider|xxx9 - employee name 01/01/0001 00:00:00 - start date   Where am I going wrong or could anyone suggest a better approach?      

I use a Nintex Form, but sometimes some fields are not shown properly. For example, in this case the Speaker field and Fixed Participants fields are broken/collapsed. It's random, when it works and when it doesn't:   I tried using the custom CSS part in the Settings of Nintex Forms and tried things like: .nf-form-input nf-section {height: 24px !important;}   , but it didn't change anything.   Any help is appreciated!

I am having an issue with trying to update a multi-select choice field on my context item via the Update item action.  I have created a custom task form, to which I have added a multi-select choice field, and I save the value of the choice field to a variable for update to a corresponding field on my list item, through the workflow Update item action.  However, after the update, though I am seeing the updated field value(s) on the list view, I do not see them in my item form, (which is a Nintex form).  Is there some sort of magic formula for updating multi-select choice field via workflow, so that the selected values are visible on the form?  Incidentally, if I choose only one item in the multi-select values, the one selection is displayed in my form, this only fails with multiple selections.

Hi - Not sure where to start with this one.   Our environment is SP 2010 with NW 2010.   As of last month, a growing number of site and list item workflows have been generating the following error :  An error has occurred in <name of wf> Work Flow.  That is all the detail shown. Observations:This began suddenly last month to workflows that have been running without issue for months (and some for years).This does not occur on every workflow and seems to happen randomly -- the same workflow can fail twice, complete twice, then fail twice again.These workflows DO complete. Each action block in the graphical history view is green through to the end and we can confirm that each action has been accomplished.  But the workflows will generate a failure of "error occurred".There are no corresponding errors in the SharePoint log during these failures. What we've done:Verified with a SQL dba that the NW database and logs are adequately sized and performance (sql/OS) is acceptable.Increased

Hello all, I'm not completely a newbie, but I would like to have a button either on the ribbon on a classic form, or elsewhere on the form to email the form in PDF to an email address that is a field on the form.  The PDF button would almost be the same as the canned Print PDF, but I would like to make mine have the ability to default to the email address from a field on the form or change the email address.  I would like the user to click on the button, outlook would pop up with the email address prefilled from a field on the form, then they click on send.

Hi:  SharePoint/Nintex 2010 There are similar posts to this topic. I've studied them all and thanks to all for your hard work, I've learned much from them.  What I've got here has only been possible because of your prior work.   I am migrating documents from a Document Library to a List. I am using a Web Service and calling Lists.asmx using the AddAttachment method.  It works great, oh, except for the fact that all of the documents are corrupt in the receiving List.    It all comes down to this line in the XML:       <m:attachment>base64Binary</m:attachment>   This line tells the service everything is in base64, I presume, which is most certainly is not.  That results in the files being corrupted as they are migrated.  Here are my choices as I understand them:   Install that piece of code on the server that converts things to Base64 - that is not possible in my installation, sorry; Use <m:attachment>FileData</m:attachment> - This results in corrupt data, as well

Hello,   We would like to preview an attached pdf file or PDF generated file on the same page without leaving it similar to Microsoft Outlook preview button.For example, on a left or right side panel that collapse or on a pop-up modal.

Hello All, I have looked at many posts but just can't seem to get there.  I have a Form that has multiple checkboxes for branches.  The requirements are for the workflow that it will only send to those folks at those branches and not all.   I created a Sharepoint list to pull the information from In the Workflow (based on other posts) I created two collection variables Then I created a query filtering by Branches If they select "All Branches" it will send to everyone listed no issues. If they select just Atlanta it works If they select Atlanta, Dallas it errors and gives this error Because I like to try everything I did try to create a group to put in place of the individual emails and same thing happens. It will work for the one but not if several are selected which is what I need. HELP! I feel I am so close! I am using on Prem Nintex Forms and Workflows 2013  

Good day,   Please help,  My Nintex form looks ok when the user edit items in SharePoint 2013 but after editing the form and the user views the item or the form it looks horrible, some block are just on top of others, please help me to keep the format of the form the same as on SharePoint when the user clicks on items and view item. Please see the picture on how it looks when the user views the item.   

I have several notification emails, both as part of a "send notification" block and as part of a Flexi task.   In the text of the email I have a hyperlink, created by Insert->Link.  Is there a way to edit the text and/or URL of the hyperlink through the GUI?  The only way I have found is to do an edit source   I'm using Nintex 2013 with SharePoint 2013. I don't know what service pack we have installed, as I'm not the farm administrator.

Hello,Does anyone know whether it is possible to generate a GUID in a smartforms? I see that you can define e.g. a datalabel with type AutoGuid, but can this be used to trigger such a generation? Or do I have to do this via a SmartObject?Thanks,Anders

When I test this Query - I can see that it's pulling forward the results I'm looking for.  How do you get the results that are retrieved from a SQL request - into the associated form controls (e.g. Employee -which is a People Look Up control , and Company, Department, Job Title, etc., which are Single Line text fields) IMPORTANT DISCLAIMER: I'm well accustomed to using Infopath, but I'm brand new to using Nintex & I don't have much experience with writing code; so if it's possible, I will appreciate detailed "Nintex for Dummies" type responses. 🙂  

Hi, we have this requirement to populate our Nintex form coming from a SQL database and be creating a column and format it to XML to populate it to repeating section control using jQuery. I'm already successful populating generic fields using JQuery Ajax using their clientid   NWF$("#" + txtCompany).val(_resultSet.Company);   but i'm stack on how to populate repeating section control where there is no client id that i can use.   Please help. Thanks!    

As of this morning my users no longer have the Edit option in the top ribbon if they attempt to edit their entry from the email we send (from the WF) telling them their entry was completed.    We provide the link to their specific entry to allow the users to update info in the entry.   If I select the entry from the list proper it is fine and I can edit what seem like any entries.   Any thoughts on what might be causing this?    This is new as of this morning.   TIA

So according to the screenshot it just links all the way to those 2 forms and it just stops.... I tried redoing and it has the same issue... at first i thought it was permission problem and i redo the whole thing again but it just have error in this 2 forms... Please assist thanks 

SP 2013 foundation on-prem. I created a custom action based on the BasicAction sample. I'm not using it and want to remove it. But I'm unable to do so. I tried retracting the solution and removing it, (Remove-SPSolution), but it still lingers in the "Managa allowed actions list" Any 2 C appreciated!

Hi Everyone,   This may be an odd question, but we have had some performance issues in the past with some previous ITOA and APM applications installed on our 2016 on-prem farm while running Nintex workflow and forms that caused significant issues for our clients.    We have been asked to install a different ITOA application called Evolven. I was curious if anyone has Evolven and Nintex installed currently and if you have noticed any performance issues or compatibility issues between the applications that you would be willing to share.   TIA!  

Hi All, I received a request to build a workflow to send a email notification to a individual if three or more meetings on the list has the same start date. I'm not sure if this is possible or where to begin. I've been using Nintex for about a year and this is the first time I have received any type of request like this.   Thanks!

Hello,I have repeating section in my Nintex form to assign Task form to Responsible peoples. The repeating section has a dropdown list called "Task Status", "Task" & "Resposnible". I want to send emails to the "Responsible" if the "Task Status" equals "Task Assigned" else no email should be sent.How do i achieve it?Thank you

Hi All,I need architecture diagram for Nintex workflow cloud for my internal activities. can any one please provide that?Thanks in advance.Regards,Muthusamy Thangavel