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I followed a tutorial for creating a leave request workflow on SharePoint using Nintex but wanted to use it for tracking a maintenance request platform, has anyone tried to build a workflow that can be used as a maintenance tracking request system.Basically I did this on the Nintex Workflow 2010 designer with the following workflow.StartUpdate Item to PendingSend Notification to Maintenance ManagerAssign Flexi Task Maintenance Manager - Update item branch Approve or Update item branch RejectSend Notification Reject or Send Notification ApproveThe workflow works fine but there is some questions been raised from my team and I was wondering if anyone could give tips or examples on how to implement the following additions.1 - Currently the notifier sends to maintenance manager only, is there a way I can put in to go to maintenance or electrical manager.2 - Instead of the maintenance or electrical manager marking as completed, can I add in an acceptance of the task which would show an in pr
Good day everyone,I have a super simple form; 7 fields on it, 6 of them are required. The last field is a comments field that is required. If you complete the form it won't submit because it says the commends field is blank, even when it is not. It's driving me nuts!There aren't any rules on the formThere isn't any JSI checked the associated field and it is attached to the comments fieldAny suggestions are appreciated!Thanks,Jennifer
Hi,I have a requirement where I need to check for an empty date field. I do not see a direct way of doing this. One idea I have is to create a workflow variable (Date & Time) and set the default to "blank". Compare the date field against this variable. Is this the right approach?Please advise,Thank you
What is the best way for Master-Detail forms?I tried the List View control within a formular. But the paging raises an error (see alsoPaging issue in the listview control. Then I tried the List Form Webpart on a seperate page in combination with a querystring webpart. But this is also not working (see also Configure List Form web part to use query string?)Any suggestions to achieve a Master-Detail form?And after all problems are solved - I need a solution to insert a new item in the details list or library which belongs to the master
I have a list of sessions with a lookup field titled Event.Users need to run a workflow to copy the session and be given the opportunity to change the event or keep the same event that is associated to the original session being copied. So I have the event ID, but I don’t know what it is until the user selects a session to be copied. The desired configuration is to have the selected session’s event already selected in the dropdown list so that if the user wants to change the event from Test Session 1 to Test Session 2 in the lookup field, once they click the dropdown arrow to change, Test Session 2 would be right there for them to select and they wouldn’t have to scroll in the list. My configuration right now simply includes the current item event as the placeholder text, but because it’s placeholder text, it’s not actually selected and the user has to scroll to get to their choice. This is certainly a hack on my part. I have looked up and tried js based on forum postings, but I’m not
I’m finding that if I delete a library that has a Nintex workflow of a specific name, the workflow name cannot be reused – even though it doesn’t exist elsewhere on the sub-site. I check the site settings for Workflow Gallery and the workflow is not listed. However, if I try to import the NWF and use the same name I get an error indicating the workflow is already in use elsewhere on the site. How can I completely remove the workflow from the site – if the site settings already show it removed? I even checked the Site Collection recycle bin and emptied its contents. TIA,
I have created simple approval workflow. When user add data to custom list through HTML / jQuery / SharePoint REST API workflow will start and create workflow task.I created another custom form where I am completing task by JSOM and I can see that task is completed but still it shows nintex workflow stuck on approval task.I like to know is there any way that we can complete task from javascript or any web service trigger from C#. Kindly guide me for the same.
Can I use a centralized CSS sheet file to manage the style of multiple Nintex forms. This is for Nintex on-prem 2013.
For reusability / consistency, I often find myself creating Site Columns, then adding these to a Content Type. This Content Type is then used in my List(s) with, typically, a Nintex form and workflow attached. So my question is in regards to the usage of Site Columns and whether it's best practice to reuse or create?For example, let's say I've created a Content Type with a Nintex form that requires a Delivery Address field. In SP2016 there's an Address site column (Multiple lines of text) available in the Core Contact and Calendar Columns group. I could either add this existing site column into my new Content Type, or, create my own "Delivery Address" site column and add that to my Content Type.Reusing the site column is appealing in the sense that it scales better, and reduces the amount of duplication. If I had 100 content types with forms each requiring a delivery address field, it's probably more efficient to have the one Address site column reused 100 times, rather than 100 site c
Symptoms Switch order of (Last Name, First Name) to (First Name, Last Name) Diagnoses You can do this using inline functions in the Workflow Designer, and expressions in Smartforms. Resolution Here is the Inline Function used: Display Name = Trim(Mid( string, Find( string, ,) , Length( string ) ) ) Recreate this exactly how it is in the Expression builder and you should see the correct behavior.
Hi All,I am just starting to work on Nintex New responsive forms release. I got a form that was designed by colleague which has two controls in a row of repeating section (both are date fields) , now I need to add a check box (Yes /No) control as 3rd control in the same row. but when I drag the control, the date controls are not becoming small like how they used to be in traditional forms. also when I physically attempt doing decrease buttons on date controls they aren't changing even an inch , can somebody shed on light here how to tackle this ?Thanks,Jaya
I'm using a button where the type is set to an image. Purpose of the button is to open a modular that gives more information on a category. The image is a .png and has a transparent background. I've also tried to use an image with a white background to match my form. Every time I use either images, SharePoint makes the background black. Does anyone know how to fix this?
Can more than one K2 app be used with SharePoint Online. I have two different K2 farms and would like to have both of them run in SharePoint Online.
Hello,I have two choice columns, Column A, which has the details of the Industry and Column B which contains the Sectors. Is there any way where I can populate the options I see in Column B based on the option I select in Column A.I have already tried setting it up using a look-up functionality which is not helping. Can this be done by writing a rule in the form?Thank you in advance!Ronnie
Hi all,I have a scenario where a workflow creates a flexitask and assigns it to a group of people.All the users get the notification e-mail that has the "Click here to respond to the task" link in it:When the first user clicks and responds to the task, the task is marked as complete - all is good.However, when another user (or the same user as before for that matter) uses the link, she is taken to a page with an error message:If find that quite user-unfriendly (user hostile?). Is there a way to avoid this, and get to a page that in a nicer way informs the user that the task is already completed, and maybe even show the outcome of the task?I am aware of the "Response no longer required" setup on the Flexitask, but that is not what I am looking for. Even though somebody received such a message, it should still be possible to get to some decent place when using the link in the first e-mail.Ideas anyone?RegardsLeif
Requirement: Hide the attachments control from New/Edit/Display for specific users.1) Created a panel and placed the attachments control.2) Added formatting rule to the panel using contains and current user conditionIssue: rule is working on EDIT & NEW modes but it’s not working on display mode. I can’t get “current user” value in display mode.I'm using Nintex Forms 2010.Please help
Hi,I've been struggling with the limitations on the size of a Nintex workflow. Reading through the forums I've seen several references to the maximum size your workflow should be when exported or you can encounter problems. From what I gather, your workflow should be under 500KB when exported and definitely below 1MB to maintain optimal performance and to avoid the publishing issues for which I have encountered. My main concern is the huge limitation this imposes on workflows that use custom Nintex forms for tasks. The Nintex forms are fantastic and our users do not want to see the out of the box forms for their tasks which frankly I can't blame them. They're horrible. As such we want to take advantage of custom Nintex forms for things like flexi tasks to make them much more user friendly. This is where the limitations on workflow size becomes a huge disappointment on workflow development. Take the following for example: Exporting a brand new workflow with no actions = approx.
Hello all.I need to create an expense approval workflow which includes the following:- there are many contributors/approvers in the workflow (as many as 12 Flexi Tasks);- each contributor/approver fills in a particular part of the Form (~50 fields in total);- contributors/approvers need to be able to add files (attachments) at their respective step/task and view previously attached files.The solution should be based on SharePoint 2013 Foundation.I would appreciate your advice on the approach. I have come to two options (others still welcome, though):1. Do I use the List item Form only and try to restrict the editing of certain fields - this seems tedious with many rules and honestly diffucult, especially with dynamic approvers. Also, users will still need to go to the task and select an outcome (sounds like something to forget).2. Do I use Nintex Forms for the task forms which will make it easier to control the disable/hide of fields? But in this case viewing and adding attachments is
Hi All,I am trying to customize the Request Data form using InfoPath 2013.Can someone point me to a tutorial or a step by step with screen shots to help me.Currently where i am struck is,* I add the Request Data action to my workflow* I change the Form Type to InfoPath and Save it* Reopen the action and then click on the Edit Task Form ---> Edit with Microsoft InfoPath 2013* InfoPath 2013 Client opens up (which is installed on my machine), shows the form which is empty and there are no fileds on the right under the Main data connection
I have a Request Review action running inside of a State Machine loop. We have run into a couple of instances where an approver is out of the office and the workflow is getting held up due to them not being able review the document.Is it possible for the workflow initiator to recall the last reviewer or reassign this task? I cannot find anything that would allow this.
Hi allI have an approval workflow which is started manually (from the documents menu) and requires completion of a Start Form. The user (who has contribute permissions) needs to add in up to three approvers (one is mandatory, two and three are optional), the approvers are selected from the sharepoint group "document approvers".Unfortunately, those with contribute permissions don't seem to be able to select people in the nintex start form, the approver form fields are "people pickers" and are connected to variables which populates list items.I have tried giving users Edit permissions (minus the ability to approve documents) but the user still cannot select people.Any ideas why this isn't working?
We have a need to run a workflow on documents without increasing the version number of the document. This is a controlled document situation where we are audited against an approval workflow and the document version HAS to match the version that was approved. Our customer would like to send documents out for "document awareness" to make sure employees are aware of changes to the process. This workflow needs to be able to run without increasing the version number on the document and everything I have tried increases the version number.We are using SharePoint 2013 and Nintex Workflows 2013.
Hello,could someone give me an advice, which method to use?Situation:I have list with several columns:Product - Company - Type - Group - Adrress ( example)I build the form with some cascade dropdown's:Company - set company value.Type - dropdownGroup - dropdownProduct - in this column I want get values from external list, which filter by values: Company, type, group. How to do this thing?1. Create calculated column in list, which combine company+type+group and filtered by it?2. Use ajax and send values to view and get product titles? This solution -> would work for me, but I have only one list, not 3..So looking for solution!Mantas
Hello everybody,I'm new in the Nintex technology and need some support from your side at a journey I have to work on.We need to implement a workflow in SharePoint where people should enter some information for a meeting and the person where this tasks is assigned to should be informed 7 days before the meeting will start (as a reminder), if this person didn't approve this task already. Categories should also be set by the people that set up this meeting. After a special meeting (depends on the category) is over, the workflow should continue going to the next person (Assigned Manager) that this person can approve this task too. Else the meeting has another category, an approval bei the manager is not needed. I hope this is understandable.So what I thought could be: Using a SharePoint Calendar with some additional fields, like Assigned To, Task done (approval status), Assigned Manager (people picker), Manager done (approval status) where people enter a meeting that everything will be on
When I go to manage features>Nintex Workflows 2013 cannot activate, show Server error in '/' application.How can fix that?ThanksAldo.
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