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I’m trying to use Query BSC and external content type to get all employees from SQL db view and process returned items one by one in my worfklow (update SharePoint list). Because there are thousands of items in SQL, I need to break the query into smaller batches. Without that I’m getting timeouts. My first attempt was to use Page Number filter on Read List operation. But to my understanding Query BCS action can’t handle that. My second attempt was to use Wildcard filter and filter alphabetically by last name. But I haven't found a way to filter items that begins to “a”. It returns all items containing letter “a”. Third attempt was to use Comparison on employee ID number – I tried to select range of items within min and max empl. ID number.  The problem is that employee ID is a number/integer column in SQL, but when I run the Query BCS action, it passes the parameter as a string. I get an error: The execution returned an unexpected error. This Equals filter expects a value of Type 'Sys

In my workflow, I am using the "Request Review" action to create a task for the required reviewers to go in and review a document.  I understand the difference between the "All must review" and "First response applies" review options.  My problem is that there is never a time when ALL the reviewers will complete the task and thus the workflow will never complete.  So I went with the "first response applies" option, which allows the workflow to complete, but I am now realizing that once one person completes his/her task, all the other review request tasks get cancelled!So, here are my requirements:If one person completes the review, all other review requests remain assigned.If no one completes a review, the workflow will eventually continue on and complete (after all, it is a request for review, not a required review).I read a couple of other posts and think that there are some workarounds, but I am new to Nintex and need some hand-holding.  The two suggestions I read were:Make the revi

I have a Discussion Board list in SharePoint 2016 on-premise. I created a column titled "Stakeholders" and set it as a People picker. I then created a workflow that will email the stakeholders. I set the workflow to start when a new item is created and when an item is modified. The workflow successfully sends an email to the Stakeholders when a new discussion thread is created. However, when someone replies to the discussion thread, it does not trigger the workflow to send another email. I assumed that a "Reply" would either be considered a new item or a modificaiton to the parent. Does anyone out there use workflow on a Discussion Board to send email notifications? And if so, do you receive emails on a Reply? 

Is there a single place where we can pull down pre-built templates for common processes?  ie - travel authorizations, onboarding, etc.?

I created a workflow with the Flexi Task outcome options of: Accept, Reject, or Request More Information. If the approver requests more information, the initiator updates the Nintex form and resubmits it. It loops back to the original Flexi Task. But it stalls there. I'm fairly new to Nintex, but I've been troubleshooting with my IT department and we can't figure out why it keeps stalling at this step. Any ideas?   I've attached the workflow history log and the Flexi Task settings.

Hi Folks, I have a number of forms that have a cancellation panel on them where a person can cancel the request. Up to now, I have accomplished this by having a separate workflow running waiting for a Cancel field to equal yes, then can el any other running workflows. I want to find out if there is a way to do this without having a separate workflow running.   So, lets suppose there is a flexi task running and someone clicks cancel on the form. How would I exit the pending flexi task and move on with the workflow to run through some other actions?   Thanks and Regards, Patrick

hello forum,   i have an budget approval workflow running on sharepoint online. At the end the workflow copys some data in another List "approved budgets". For every budget we give the initiator a specific number (eg. xyz) which he can use for his orders. Is it possible to let the workflow take a look in the List "approved budgets" for the specific number and 1. if the number exists, add the value of the field approved budget to the existing data.value in the field, e.g. in the list "approved budget" exists the number xyz -> the value of approved budget ist 50.000€. i apply for another 30.000€. and in the end the 30.000€ will be added to the 50.000€ under the same specific number xyz 2. the number don't exists, just copy the element in the list "approved budget" Thanks in advance  

I created an onboarding form in Nintex which I need to have a checkbox (outlined in the below) be required when the user changes the form status from Open to Completed. 

I am a Nintex Newbi so I apologize if this question is simple.   I am building a workflow based on a SharePoint list for people to submit requests to attend an off site seminar. After all approvals have been obtained management wants a form to go to the employee for them  after the seminar date has passed to confim they attended the conference. I was thinking of adding a Flexi-task and change the response to "I attended" and "I did not attend" and then enter comments why.  The list has a field for seminar end date. I am not sure how to set it up to send the task  5 days after the seminar end date (that was selected by the user).  Any help would be greatly appreciated.  I was thinking maybe to play aroudn with add time to date but unsure how to connect it to the seminar end date.   Thank You in advance

Hello,  I have raised several requests for the trial version of Nintex Workflow for SharePoint 2019 by using the link unfortunately I haven't received any mail regarding it. Could you please help me with this issue? I would like to present the tool to my management.    Thanks,  Nkop

I have a RSVP tool created with forms and workflows. The end user can create an event and sessions, each session as a attendee limit. When someone RSVP to the session the workflow will first check if there is still room, if no send full email, if yes it will +1 to the attendees number, add the user, ex..   I ran into and issue where if the session is 9/10 attendees and 2+ people click within a few seconds/minutes of each other it will add all 2+ becuase all the workflows are running at the same time.   Is there a way to tell a workflow to only run 1 run at a time, set a queue?

I am kind of a newbie to Nintex and have a scenario I just do not know how to tackle. Here is what I am trying to accomplish:   1. End-user will enter percentages of time spent on each major job duty and should end up equaling 100%.  2. A formula will calculate the percentages below the table to ensure it hits 100%.  3. Bonus: Have the total sum turn green when 100% is displayed.    I have an example format of what I am trying to do attached. 

Hey,   I have tried alot of different methods to ammend this but nothing seems to work unfortunately. The problem being faced is that alot of my fields are calculated based upon tick boxes to return the date and a users prefered name, all of these are fine: If(not(Workflow==""), userProfileLookup(Current User, "PreferredName"), "") If(not(Workflow==""), formatDate(Current Date, "dd/MM/yyyy"), "")   The items are ticked "Recalculate formula on new mode" and "Recalculate formula on edit mode". This unfortuantely leaves me in a dilemma as I would like for certain fields in the form to be calculated later on as these forms will be loaded over the course of a few weeks and by multiple different users but their names and dates keep updating as a result of the rule being "not(Workflow == "")".   Is there anyway to prevent the rule depending on "Previous Value" or only if the true false status on a check box changes?   Thanks in advance.  

Hi Folks,   I hope someone here can tell me what is happening here. I have a form under development and one of our users was testing for us. He submitted the form from a button on the form and got a 404 error upon redirect. That is not the issue but rather when he clicked the browser's back button (same as F5) a duplicate record was created. The button that is used to submit the form has a button action set to "Save and Submit". I primarily want to understand what is happening here so I can avoid it in the future.   Thanks, Patrick Kelligan

i'm creating an approval workflow where a training request goes to the manager and budget cooridnator at the same time. I added a flexi task and made (referenced the item via lookup) the manager and budget coordinator both assignees I checked off create individual tasks for all members Clicked must agree on a particular outcome "approve"(I added the "other" branch )   When I test it out (with my name added to the form as both manager and budget approver) only 1 task gets assigned and only 1  notification. I tried playing around with set variable by making budget approver display as an email address. This worked to send out 2 notification but when I clicked on the link (in the second email) to go to the task it said " I dont have permission to approve/reject"   Any advice is appreciated

Hi All   I am new to Nintex. We tried to use the Nintex, however we found that the action is limited. For Copy Document action, the Item and Destination Library is both document library ,so we can not get/add attachment document to the list library as the attachment. There is no Copy Item action ,so it is impossible to copy item from one share point list then create it on other list. For Create List Item, only Required columns need to be written, the attachment column can not be copied and created.

Is there a way to select a drop down connected field, save the request review task form, and continue running the workflow without submitting the form.

Hi, I am trying to display the Workflow most recent outcome in SharePoint list column for each item. My Workflow is a simple 3 step approval process each one following the other, with "Reject" ending the workflow and sending out emails to initiator. In settings I saw "Create workflow status column" checkmark, however it shows eiher "in progress" or "completed" or "rejected". This doesn't give clear understanding in which stage the workflow is, so I want to display the person's name who's approval is pending.   thank you. Kare'n  

I recently noticed an issue in my forms and I'm wondering if others are seeing it too.  I have a form where I am utilizing a Save and Continue button. I noticed when I saved the form for the first time, the save and continue button functioned as expected.  Anytime after that if I tried to hit the save and continue button, I see this error. I've tried different browsers and all end up with the same basic result.  I thought initially it was my form as it had several different javascript functions throughout the form.  I ended up creating new custom lists with all new forms.  Just plopping a save and continue button down and testing it there.  Same result, first time save was fine.  Anytime after that, I'd receive a failure.  I'm currently on prem Sharepoint 2016 with Nintex forms 4.5.1.2.  Has anyone else experienced this behavior?

Hi all,   I am having some trouble regarding getting rules in Nintex Forms (Office 365) to work in both New and Edit mode.   I have set up the following:   A visitor registration form with the following fields:   - Host - SharePoint People and Groups column - Cell Phone - SharePoint Single Line of Text - WorkPhone - SharePoint Single Line of Text - Email - SharePoint Single Line of Text   The principle I want to achieve is that the user enters a Last name + First name in the Host field and the userProfileLookup() function fills the Cell Phone, Work Phone and Email address.   The way I set this up at the moment is by:   - creating 3 variables using the userProfileLookup() function to be used to fill respectively the Cell-, Work Phone and Email fields. - creating a rule that set the variable to the value of each field (see screenshot) The above works like a charm when running the form in the Designer both in New Mode and Edit Mode. It also works as expected when creating a new Item in th

Hi all,  Hoping you can help. I am building a form which will be able to connect to lists in sharepoint and delete items and i need some guidance I would like to have the QASelect field to list the library names and connect.   I need the QA ID field to pull the column 'Activity ID' from within the specified 'QASelect' list.   After this i would like for the save button to be used to delete the item from sharepoint.    How would i go about acheiving this?   Thanks all! :)  

Hello, hopefully, this makes sense. If a Site Workflow is created, will it appear when I try to set a workflow schedule on a List item?   I'm basically trying to avoid recreating a workflow for each applicable list (I know I can use templates).    

Hello Everybody, I am creating a nintex form for entries for a SharePoint list. The list contains several choice fields that work perfectly. Now I need to add another column with about 500 entries and I believe SharePoint choice fields are limited to 255 for single choice or 350 for multiple choice. The source data is currently stored in an excel sheet. I do not have nintex workfows available by now. Any ideas how to solve this? Can I somehow "read" from a second data source and then write the result in the SP list? Thank you for your input. Kind Regards, Niran

I have completed a Change Control solution that has been working well now for a few months. I have been asked to add the ability to add reoccurring changes. Are there any examples that would help me make that happen?

I have a workflow that is suppose to be implemented to any Sharepoint list. It also needs to automatically retrieve a field value in the list and then paste it back into the same column but in the new item. This works fine, but when I get to the Metadata Columns I have to do a REST API Call. That works but the issue at hand is that if we have to manually put the field value in then it defeats the purpose of the workflow. I'm looking for a way to automatically grab the metadata field value (ex:Ownership).