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On our SharePoint 2019 on premise farm, I am trying to create a workflow that uses a To-Do task to notify and remind the assignee, but I would like the action of updating the associated list item to automatically close the To-Do item. So, for example, when the assignee gets an email, they open the list item linked in the email and change the status from 'Not Started' to some other value and save the item and that should close the open To-Do task.   I was under the imporession that these would be the steps: Create a new Variable of the Action ID type, let's call it "ActionIDVar" Create a new To-Do action, let's call it "Site Admin Task" In the "Site Admin Task" set its action id to be stored in the "ActionIDVar" I created in step 1 Add a Complete Workflow Task action to my workflow and then set it to close the action ID stored in "ActionIDVar" However I do not see a way to store the Action ID in the To Do task in Step 3. I think I have seen other posts with a screenshot that shows a pl

Hello Everyone,I am looking for some input from the community on the following question - Switch vs. Set Condition vs. State machine, what would you use and what have you used?First let me give you my scenario. I have a Purchase Order requisition list created in SharePoint 2013 in an on premise installation. In the workflow I generate a PO number (this is working fine), but I have two conditions that I need to have the PO checked against. The conditions are as follows:1. Is the PO under $10,000 or is it over $10,000.2. Is the PO within the budget or is it not within the budget.I have tried to configure the workflow using Set Conditions to evaluate the above two conditions where one Set Condition is nested below the other, see the screen capture below:The issue here is that the PO validates against the first Set Condition and then by passes the second Set Condition. I have included the content of each Set Condition in screen captures below:Is the PO under $10,000 or is it over $10,000.I

Hi there!I am brand new to Nintex, so bear with me here. I am working with SharePoint 2013 trying to trigger an email notification when an item is created to go to the person(s) listed in the "Assigned To" category.Any advice will help!

I have a responsive form with a rule that hides all panels when the form is loaded and displays selected panels based on a dropdown choice, which works OK. However, i need another panel to be unhidden based on a dropdown choice (Yes or No) on the previous "unhidden" panel. I just cannot get my rule to work. Please, assist

How come I don't see SharePoint Online as an option for the Defaul File storage location? I see OneDrive for Business, but forcing a company to use a site for an individual employee that may leave does not seem like a good idea to me.Is SPonline going to be added soon?

Hi All,   I am pretty brand new in using Nintex and i am pretty sure that I need some basic help. I want to create a simple workflow in sharepoint where an email notification is sent to each individual item in a [work email] column on my list. My list only has 4 columns and I only need the work email column. the issue is that I can't seem to trigger the workflow regardless of what I configure in the workflow settings. the only condition I have set, is to only send to non empty rows. i have also enabled the start when items are created option. Still no notification is sent, even to me the initiator.   Would anybody be able to help?   Thanks      

When you open a Nintex form in Edit or View mode, you get the ribbon at the top of the page. I want to hide some of the options on that ribbon.When in View mode, I only want Edit Item, Print and Cancel to show upWhen in Edit mode, I want all of the buttons available EXCEPT delete itemIs this possible? If so, how?

Is it possible in Workflow to read an Excel File via Excel Services for a workbook with protected sheets.  I know by default in SharePoint and Excel Services this is not possible,  but I was hoping someone may have come up with a workflow route where I could pass the password as a variable.This is SharePoint 2013 on prem.Thanks a ton!

Hello All,   I am working a small project where users can request IT devices to loan out.The form has got a repeated section of maximum 3 rows.   The repeated section has got few lookup dropdown fields looking to [Inventory] custom list. The inventory list contains all the devices including: DeviceType, DeviceName, and DeviceQnty   Now, the problems / challanges start:   How should I design the workflow so when items are booked, then to be deducted from the balance on the inventory list ? At same time, when a new item is booked, also to be checked against the inventory insuring there is in stock ...   I am struggling to make a start and build the 'logic' behind all this.   Please advise.

When I receive an email notification from Nintex workflow, there is a text ' workflow notification' at the beginning of the email. Is there a way I can get rid of this text? I will be sending the emails to people who don't have any idea of nintex. I don't want to confuse them with this text since it's not useful in any way for what I am doing. Please guide on how to deactivate it. Thanks

Is it possible to embed / include a Lists New Item form within another form?  We have a parent / child relationship between two lists and have been using a calculated value in a lable to pass the ID of the parent to the child list new item form and javascript to extract that value and populate two lookup fields (hence  making the connection to the parent).  In upgrading our solution, the javascript approach has become problematic (can't make it work).   If we could embed the New Item form within the parent form - is it also possible to pass the ID value within the form directly, thereby eliminating the calculated hyperlink and the parameter extraction?   It would greatly simplify things. Thank you.

Hello Everyone, In our Nintex Form, not all controls (single line of text, number etc.) were connected to Sharepoint list column. (Because of column limitations in Sharepoint lists) But information entered to those controls were saved somewhere anyway. So when we saved the form and then open again, they would show up. We used this form like that for some time. But now we need to save information from some of those controls to their respective Sharepoint list columns for all of the items. We created new columns in the list and connected the controls in the form with list columns. But we noticed, once we open the item either in Display or Edit Form, those controls (that normally save information within) would automatically delete their values because of new empty connected columns. We originally hoped that once we connected those fields to new columns, we had to open all items in edit form and save them again, and this way we would save their values to the columns. But apparently it does

Hi,Can anyone give me a clue as to why I a getting this error message in my Form "Invalid left-hand side in assignment"?Thanks !Lexie

We have a development SharePoint 2016 onprem environment that points to a development SQL Server database server. When we move our code to Production we do not want to have to modify the Nintex forms to change the name of the database server. Is there a way to have a database alias so that we can have dynamic coding based upon the SharePoint environment?

I recently upgraded computer to Windows 10 and now have issues with Formula Builder not displaying correctly in Nintex Forms.  Only part of the screen is available.  Is it required to have Visual Studios installed? I installed Visual Studios Team Explorer 2017 (had Visual Studios Enterprise 2015 before with Windows 7).  Could this be reason for the issue observed with the Formula Builder in Nintex Forms?

Hi all, I have a nintex form which we use connected to a sharepoint 2013 library/list. We use a managed metedata column on the form which works fine before submission. When attempting to change the selection of the field afer the form has been submitted it does not save the changes.    This issue only happens in my live environment and does not seem to be happening in any of my test environments.    All other fields update without issue, just the Department managed metadata service is not updating   I understand that this may have been identified as a bug in future release notes as seen here- Product version: 4.1.0.0 Release date: 8th December 2016 Fixed and issue where the Managed Metadata control may not update the value when used on a Document Library (128330)   For now can anybody recommend a quick way to fix this issue? Or how to invetigate it?   Thanks   Adz

I have created a Nintex form from a SharePoint list that includes date fields.  While I can select a date value of "1/1/1900" from the date control in the form, it does not save to the list.  If I edit the list directly, I can get the value to save, but it does not display when I open the form again.

hi all,   I have an access database which refreshes daily. My goal is to run a task on each item, after the sharepoint list has updated with the current days data.    The task will be something like an approval task, if they approve the task then i'll put an Update Field and run some notification tasks.   The approval task will need to display some variables or list values from the linked database list.   Does anyone know what the structure of the workflow would need to be in order to run through each of the items everyday only once?   a secondary question is, if i did this as a list workflow instead of a site workflow would i be able to start the workflow based on the item being modified or created? (i.e. when the database list is refreshed)?   I couldn't find any good examples of how to do this on google, although admittedly i only went down the first page.    thanks   john

I have an external list that is using a Nintex Form.  There is a datetime field called updatedDate, that I need to have auto set to Now() when a record is updated or added to the list.  Since it is an external list, I am unable to rely on Workflow to achieve.  I can't seem to find a way to accomplish.  I can set a default to currentDate, but that only seems to set the date for new records.  Anyone have a suggestion?

Hi all,This is probably a really stupid question but how do I get my form to center on my page?I have tried using the dev tools on chrome to find a css class to do this but I can't seem to find the right one.Here is an example of a class I tried to do this on. .nf-Formfiller{text-align: center;}‍‍‍Right now I have it centered by increasing the width of the form to match my screen and then centering the form contents manually.  However this only works for computers that have the same screen resolution as mine.I would love some help figuring this out.  Thanks in advance!P.S. Let me know if this is the wrong place to post this type of question.

All,Nintex on prem and SharePoint 2013I've a list (ListAT) with a column set up as follows:Multiple line of textPlain textAppend Changes to Existing Text - NoThe text value of an item is written with basic html i.e. Name Of Employee - <br>CHANGE OF OFFICE DETAILS <br>Current Office - <br>On my form I've some javascript, which depending on a drop down value control sets a field on the form and the output appears as:The control in the image 'ticket description' is connected to another SharePoint list and the column -  Ticket description2, it is set up as:Multiple line of textPlain textAppend Changes to existing text - this is for a version/history controlOnce an item is saved, the formatting is lost in the ticket 2 description column and it's output becomes 1 long text list.Is there a way to maintain formatting and append changes to text?The sticking point seems to be the setting of the ticket description field so it appears as a pretty list. Using enhance text etc, sho

Hi all,   I am using sharepoint 2013 with nintex and I want to send all items of a list in a single message. Is that possible? It also would be great if the content of the message is stored back into sharepoint!   Thanks in advance,   Ulrich

In SQL request control, Server name and Datbase name as seen below,how to make them based on Reference Sharpoint list values, in order to avoid manuall edit when moving them from development to production SharePoint server.ie, how to let server name be a dynamic constant variable?

Hide Nintex Workflow 2013 from user menu in SharePoint 2013, please help    

Hello! i have a inssue publishing my nintex workflow , the fowlling picture shoes the message: I already tried to Activate "all content web applications" in Central admin, but nothing happens. I already tried this solution but with no success. (https://gist.github.com/joerodgers/2302b394796c865818839d843bae2dad) I wolud enjoy if anybody can help me. Thanks