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Hi,   Im wondering if someone is able to assist me. Im trying to create a scoreboard type audit, that has a set of questions that will appear dependent on the category selected.   Select the scoreboard   Select the type scoreboard     Select the category questions   If I select a Clinical type, I'd like to have available different categories such as : 'Insurance','Visitor','Patient',etc.   Then under each of these categories, they will hold different set of questions, ex; Visitor Grab 3 Visitor badges and match to the sign in sheet that they were assigned. Patient Grab 5 patient charts and verify payer information was done Grab 2 patient charts and verify information matches, etc.   I would preferably make the categories collapsible or something.   Would it be best to hold these questions in a repeater? Use a three tier cascading dropdown method? Im not sure how to go about this regarding the Parent > Child > Grandchild type relationship of this. If someone can lead me in the rig

Hi,    I am pretty new to sharepoint and nintex so please keep that in mind.    I want to make a textbox appear if a certain selection is choosen in a dropdown. Otherwise another textbox sould be shown. My solution was to lay them over each other and make a rule which deaktivates and hides the textbox if necessary.    It works as long as I dont print the whole form to pdf in internet explorer, the problem is that the two fields will still be displayed when printed (see picture below). For Chrome the resultion of the form is pretty bad, for edge it works just fine but no one of my colleagues is using it...    Another thought was to make an if funciton for the textbox but I was not able to make that work properly...    Thanks for your help and best regards Tobi  

For migration purpose (Sharepoint 2010 Nintex Workflows / Forms) i would analyse the used features in multiple workflows. As far as known not all features are available in the targeted plattform Nintex for Office 365. So is there a easy way to get a list of the feature to compare it with the limitation list?

Greetings, I would like to create a drop down field where the choices are populate from previously filled in fields filled in on the form.  ie; The following fields are filled out on the form first item 1 item 2 item 3   later in the form the user is presented to select from a choice of the previous fields selected   Item choice: {item 1} {item 2} {item 3}   any ideas ?    

Hi, I have an error with my Web Request control. Can I use a variable in the request body? It doesn't seem to take.   I'm gonna need all 4, but I've started with the easy one "grouping" but it is already failing.

I have a template file (Excel) saved in a library and I have an unrelated list containing columns for Request number and title.Each time a new list item is created, I would like to save a copy of the Excel file in a library on the same site, with the filename in format <Request number> - <title>.xlsx or something similar.The template and destination library can actually even be the same library if that makes things easier, no big deal.  Eventually this folder will have a bunch of Excel files in it with different filenames.I was excited about using Document Generation for this, but I'm stuck on Nintex 2013 and do not have access to the Document Generation action.I've looked into the "Copy item" and "Copy to sharepoint" but that doesn't seem to be what I need, nor does "Query Excel Services".Any ideas?

I'm trying activate Nintex Workflows on a SharePoint 2013 (on-prem) site and keep receiving the error message below when trying to create a new workflow.  Specifically, I get this error message when trying to save the new workflow before publishing it.   We've had workflows installed on a number of other SharePoint sites for years, but for some reason keep getting this error on a new site we've enabled workflows on.  I searched the Nintex Community and found a similar post, but it was related to someone just installing Nintex for the first time.  I wouldn't expect to see this error in our overall SharePoint environment which has been utilizing workflows for a long time.   Any help or guidance you could provide would be greatly appreciated!  Thanks!

Hello!   I'm working on an Audit form and am trying to create a calculated value that updates based on the audit score being calculated. I have tried writing the formula every which way I know how, but am unable to get it to update past the first If/then statement.   Here is what I'm trying to say: If CallAuditScore < 95, "Needs Improvement", If CallAuditScore is between 95 & 100, "Successfully Meets", If CallAuditScore is between 100.01 & 115, "Exceeds", If CallAuditScore is > 115, "Exceptional"   Here are some examples of what I have tried: If(lessThan(CallAuditScore, 95), "Needs Improvement", If(or(greaterThanOrEqual(CallAuditScore, 95), lessThanOrEqual(CallAuditScore, 100)), "Successfully Meets", If(or(greaterThan(CallAuditScore, 100), lessThanOrEqual(CallAuditScore, 115)), "Exceeds", If(greaterThan(CallAuditScore, 115), "Exceptional", " ")))) If(CallAuditScore<"95","Needs Improvement", If(CallAuditScore>="95" || CallAuditScore<="100","Successfully Meets", If

Nintex in SPO   Very simple validation rule needed.  I have an "Attachments?" question.  If the User selects "Yes," I want an attachment to be required.     A simple Validation rule on the Attachment control like this should work, right? IsNullEmpty(Self)&&Attachments=='Yes'    Is there seriously no way to accomplish this without using JS?   

I have one list, called as "Approvers"-It has around 20 names in it. Logged in user might also be one of the approvers in the above list. I want to populate above names to be populated in list lookup control eliminating logged in user. That is "Created By" cannot select themselves as approver. Is it possible ?

Hello,I am trying to implement the lookup function to check the selected value from a drop down and then show me the result from column Manager.The cost center is a lookup function which looks at a list on a different page. My idea behind is so that when a cost center number is selected from the drop down, then it should show the relevant manager.The CostCentre list contains Cost Cetre Nr | Manager | Exec etc.The problem is for me how to make the lookup fetch the data from a list on a different page??This is the url to the actual list: https://domain.com/X/Lists/CostCentre/AllItems.aspx I have tried the following as a calculated function:lookup("https://domain.com/X/Lists|CostCentre ", "ID",CostCentre,"Manager")the result states "Loading..." but no results showing.Any advise in what I am doing wrong .... ???

I have an approval task: If user chooses 'move', the workflow will copy the item from list A to list B and delete the item in list A.  The problem is that the item is copied fine, but the workflow sends a request approval notification from list B. I added an action to terminate all workflows in list B. However, it doesn't prevent B from sending approval request.  

Afternoon allI need to be able to send a completed Nintex form to a SP folder or (preferably) a shared drive. I'm using Nintex 2013 On Prem. I thought the Copy to SharePoint action might be my road in but it only seems to save attachments from the form to the SP library not the actual form itself and I can't seem to point the action towards my local drive as a proof of concept. Anyone else had this requirement?  Thanks in advance!  

Hi Everyone,   I am wanting to do a validation on form submission to check to see that a person that has been entered in to a Multi person "Approvers" field is not present in the "Preparer" field.   This so the preparer cannot play a part in the Approval workflow.   I can get it to work if only one user is entered in to the "Approvers" field, and that user is the "Preparer", but as soon as I enter a second person in to the "Approvers" field, the validation no longer triggers.   This is what I have in the validation rule at the moment:Preparer==Approvers   Thanks for you help

My "Current User" value is displaying "i:0#.w|domainusername". How can I get this to display the users full name and not "i:0#.w|domainusername". Thanks

Hello, I'm trying to catalogue all of our workflows (on-prem) before we move to cloud. Is there a way to see all workflows being used accross all sites, lists etc without having to go through each site individually.  We manage a few 100 sites and I dont really have time to look through each one individually.  I couldnt find a previous post/knowledge article showing how to do so.  Any help would be appreciated,Thanks in advance. 

Afternoon   I have a list which has three choice fields - a,b and c.  The user could chose a,b or a,c or b,d or c,d or just a, you get the picture. What would be the approach to tackle this? If I use a Run If condition with all the different combinations the Workflow would be unmanageable. There must be a smarter way of doing this? All help appreciated!

Hi All,   I can't open Nintex form in one of the SharePoint list.   when I  chick "new item" in a list it coming up as a blank webpage.  this should be coming up as Nintex form page.    does anyone know how do I make default Nintex form when a user clicks a "new item" in a list?   Many Thanks  

Hello everyone, I'm new here.  I'm working on a out-processing checklist (form) in Nintex Forms Designer for Sharepoint, so that when a user (POC) clicks on their button...it generates their log-in/card ID number into the first string (single text field) and also generates the "current date" into the second string (second single text field).     I have the first string populating with the ID# into the first text field.  I need help so that when the button is clicked it can also populate the "current date" as well into the second "string" text field.      Thank you in advance for any help. 

Hello,I need your help.. What formula should it be? If you select 1, one box should appear. If you select 2, both the first and second blocks must pop up. Etc so up to 5 blocks. Thank you very much.

Hi anyone please help   I have created a form with Nintex form 2013, it works ok but now when I click on certain buttons I have created, the information just shift and overlap on top of the other and makes the fields not to be visible, please help, how can I make the blocks not to overlap over each other, I have tried to shift around the fields I have created it does not look like it is working. on the picture below if I check the box send to default emails then the fields below just shift up and makes other blocks to be a mess.

Hello, I migrated a SharePoint project from SharePoint 2010 to SharePoint 2019. The initial project used Nintex Workflow 2010 (on SharePoint 2010). I would like to export these workflows and import them on SharePoint 2019 (using Nintex Workflow 2019). What I tried so far: I exported the workflows from SharePoint 2010 and imported them on SharePoint 2019. After the import, I published them and they worked fine. So far, everything worked fine. The issue encountered: However, when I edit the Workflow on SharePoint 2019, republish it, and relaunch it, it gets stuck on some setps. I can't find the cause, I only get the following message : An error has occured in "MyWorkflow", and the step is displayed as incomplete. My question: Is there any alternative on how to migrate the workflows from SharePoint 2010 to SharePoint 2019 ? The only solution I have in mind is rewriting every workflow manually...

Hello there, we are using SharePoint 2016 On-Prem together with Nintex 4.5.1.22 (Forms) In my form, I have a choice control in a repeating section where I selected render as button for the choice control. In the Nintex Form Editor it looks as expected     In the real form the choice control is rendered as radio buttons   When I move the choice control outside of the repeating section it is rendered correctly as regular buttons. Might this be a bug in the case of repeating section? Is anyone able to reproduce this behavior? Thanks in advance for looking into this!        

Hi,   when I try to create a copy of a page into the same library using the copy item action I get the following error: The workflow could not copy the item. Make sure the source and destination lists have the same columns and column settings It also states that the document has to be checked out.   Should it be possible to copy a page with this action? Or is there another way to get this done?   I use Nintex Workflow 2013 Enterprise   Thanks

I have a list lookup enabled and it displays the correct data in new mode, I then save and close, reopen in edit mode the list lookup is blank. I am struggling to understand why it is resetting itself so any help would be appreciated.