Archive: Nintex for Office 365 Forum

Hi, In on-prem Nintex gives you the ability to see the currently running workflow in diagram form, showing each of the actions as it is in the designer, their status and details, you can then click through for more details and errors. Anybody know why this is not replicated in O365. Only way of coming close to replicating it that I can see, is to write to the history list after each action to mark it complete. If you're not creating tasks, there's no obvious way of understanding where the workflow is up to without this. I did have a look on Uservoice for this but found nothing. Thoughts.

Hi all,  We have a requirement where HR admins will be filling the HR dashboard form for 1st and 2nd half for specific year. HR admins will choose regions, subsidiary within region  as shown below:  HR admin showed by enter these details into this main form.Technical ChallengeWe are planning to split into each list for e.g. Employee List, Salary List  and Productivity List so that there are no performance issues like Form slowed load when HR admins adding more data into this form.   We also have to add other lists form Training list, gender List etc.  We are designing these lists Employee lists & Salary list and created a main form which have all the lists as lookup lists (Employee List, Salary List and Productivity List etc. )We thought we can pull this information into this main from and configured Employee list look up as shown.     We want to users to add the single line of text as shown in above screenshot. But Lookup controls shows only 2 options i.e. Drop Down list or Option

I currently have a form where users must enter a disk id number. The next field is a drop down with a list of server names. The disk numbers start with 1-7. If the disk starts with a 1, it came from server 1, if a 2, it came from server 2 and so on. How do I make the disk id automatically trigger the correct server name in the drop down list? Thanks in advance!

I have a Nintex field based on a Site Column that is a Lookup.  To clarify, the site column is connected to a list at the root of the site collection and this list provides the lookup values for the field.I enabled this Site Column for Multiple Selections, and then I changed the Appearance settings on the Nintex Form to show checkboxes.  All of this works fine. Now, I want to have another field require a value if a certain value in that list is in the list of selected values.I have seen multiple posts regarding how to validate if a check box is checked using isArray, and how to Array check box values,etc. and I have attempted the following validation rule on the ReportsTo field:  inArray(StatusReasons, 'Reports To Change') && isNullOrEmpty({Self})  Nothing is happening.  I suspect its because the source field is not actually an array because the source field is not a Choice field, but a Lookup field, but I am not certain. Can you put the values of a multi select loo

hi, I'm trying to use Execute SQL to lookup a column in an Azure DB, so that as the data is typed into the field in a Nintex form field, results are returned dynamically. I have successfully managed to load about 100 records direct from the DB but the full list is quite large (10k+ lines) so I would like to see if I can access the data direct from the form field, by querying the DB table? Not sure if this possible or if the performance would make this a bad option? thanks,syed

I was given a requirement by a stakeholder to create an approval process with 3 outcomes: Approve, Reject and On Hold.The purpose of "On hold" is to give the approver the option of pausing the workflow in order to gather information.  He will enter comments to explain why which will be logged in the workflow history.  Once the approver has gathered their information, they can resume the workflow and choose approver or reject outcomes. I am not sure how to approach this scenario, please help.

Hi everyone,I am looking to set the value of a URL field equal to a URL with a Description to give it a cleaner look. I know that in SharePoint 2013 you were able to achieve this by setting the field value to equal: URL, Description... I have tried the following in Nintex for Office 365 without luck:URL, DescriptionDescription, URLURL, "Description""Description", URL Any ideas? I figure that there has to be a way to achieve this, and wanted to get some feedback as we are new to using Nintex for 365. Thank you!

How to start a workflow in sharepoint and nintex form 365 with the button click???, which is the javascript function,??? I have a ID Workflow... Help me... Thanks... Federico MS.

How to create sharepoint add-in including nintex forms and Workflow feature? is any possibility for Office365 addins?

I am trying to create list items based on repeating table values with Nintex Workflow. In my workflow I am looping though repeating table lines and setting variable HCP_Name equal to repeating table line's field value. The HCP_Name variable correctly gets correct values; I have tested it with 'send email' action. For testing purposes I created AP_test list which contains only one field - Title and with 'create list item' action I am now trying to create list items with HCP names. Below is the configuration of this action:  Unfortunately workflow doesn't create list items in AP_test as I have expected.  Please help to understand what is missing and resolve the issue. Many thanks in advance!

can we see workflow process diagram for running, complete or error workflow like pic bellowin sharepoint 365? thks

So, this isn't strictly just Nintex, but in general, is there a way to build out relationships for site columns? We're hoping to implement "Department > Business Unit> Team" and filter team by BU, and BU by dept. All of these being site columns would of course be the best practice, just not sure if there's a way to force the "cascade" portion.

Hi,Until yesterday 

I have a Content Query Web Part which I'm showing all pending approval tasks for approvers. The CQWP sits on a separate subsite to the tasks. When the approver finishes their task, they are redirected, but it errors. (I have removed main part of URL and left server relative URLs)Here is the URL on the task form:&wtg=/workflows/WorkflowTasks/Nintex%20Task%20Outcomes%201ce7e562-d212-4a9a-a53c-26b095ceea14&mode=1&callertype=Task&List=9a69b155-3f20-4edb-ac55-ddaea17951dd&ID=53&RootFolder=/workflows/WorkflowTasks&Source=/mytoolbox/Pages/leave.aspx&Web=8d89b807-8b2d-4760-a252-1017407b5a33 Here is the URL on redirect:/mytoolbox/Pages/leave.aspx?RootFolder=%2fworkflows%2fWorkflowTasks Here is the error:No item exists at /mytoolbox/Pages/leave.aspx?RootFolder=/workflows/WorkflowTasks.  It may have been deleted or renamed by another user. I'm guessing the issue is the &RootFolder as it doesn't exist on the source site and there's no way to overwrite the root f

I've got a trial version of Nintex for Office 365 and I'm trying to simply convert a Word document to a PDF. Basically a user drops off a Word document they have created into a drop off library, I want it to be converted to PDF and dropped into another library to go through a signing process. The Document Generation action is very confusing. I don't want to use a template, I just want to convert my document. I also can't see the Convert Document option anywhere. Does anyone know how to achieve my requirement in Office 365? Am I limited by trial the license? Kind regards, Rebecca

I am trying to automate a paper approval process into a digital process using SharePoint, Nintex and E-signatures.In a document library, I want to select multiple documents to package together into an approval workflow(Nintex).  The package will be sent to a series of users that must all approve with E-signatures(Docu-Sign, E-Sign Live or any other E-signature that are partnered with Nintex).   I am not sure what is the best approach to this scenario.  Please help me.Ideally, I want users to simply:- select the desired documents- run workflow which will Email users a list of documents to review- E-signature service will launch when document is selected- Validation check to ensure documents are signed before workflow moves to the next approver However, my concerns are:1. How can you select multiple documents and start a Nintex workflow?  I tried putting the desired files into a document set and starting the workflow from it, however I am not sure if this is the best approach.  Zipping f

We would like to hide the buttons on the form when a PDF is generated by clicking on Print to PDF option. Is this possible? This is for Nintex Forms for Office 365.

Hello, Is there a way to create a hyperlink on a SP page that links to a new nintex form? I clicked on "new" in my forms library and copied the link at the top.  I used that link as a hyper link on one of my pages to open a new form instead of having to navigate to the library.  I wanted to add &source=http://.... to the end of the link so the user would be rerouted back to the original page after filling out the form.  The issue is that the link I copied to create the hyperlink to open a new form is HUGE and I cannot put the entire &source=http:// ...  at the end of the link because it exceeds the maximum amount of characters. I'm guessing (hoping) there is a more clever way to create a link to a new ninex form. Thanks!

I have 3 panels in my form which can be enabled/disabled through a checkbox (Panel A. B and C) and each panel has their own required fields. What I want to do is that whenever I will choose a panel, for example Panel A, Panel B and Panel C's required fields functionality will be disabled so that I'll be able to submit the form. Is there a rule to make this possible? I am new to Nintex Forms and I have no idea on how to this one. Your help will be greatly appreciated. Thanks!

I'm creating a Nintex Workflow for Office 365. In one of my earliest steps, I'm setting up variables that are used in a few places throughout the workflow. Two such variables are actually looks up to a Users (aka People Picker) field in a SharePoint list. For some reason, each time I open the workflow designer, these two variables show as needing to be configured. If I open up the settings for these actions and simply click save, the issue acts as though it's resolved and I can successfully publish the form. After doing so, I can run the workflow and things behave as I would expect them to. However, once I open up the workflow designer again, I have to repeat the process.As an example, one of these actions is called "Set RegionManager". As the name implies, I have a 'RegionManager' variable. The action looks up to the "Regions" list in my SharePoint site, asks for the "Region Manager" User field where the "Region Name" field equals the value of the "RegionName" workflow variable.The "R

Hi,We are putting together a POC using Nintex Workflows and Forms and are running into the existing bug where a link to a mobile Nintex Form opens the default SharePoint form instead of the Nintex form. I have tried the workaround suggested here, but with no luck. I can't get the "fn-Replace" function to work in the URL field of the link. Also, the link format seems to be different in Office 365 versus the examples in the workaround.  Our goal is a simple approval Nintex Workflow. We initiate the workflow using a Nintex Form on mobile (using the Nintex App). Then the workflow generates and assigns an approval task with a Nintex Form. We want the task assignee to be able to click a link in their mobile email app to open the task's Nintex Form in a mobile-friendly way. We would be happy with either of the following:The email's link opens the mobile Nintex Form in a browser (i.e., a working workaround for the bug) The email's link opens the Nintex Form in the Nintex App (not sure if deep-

Dear All, Looking for advice on an O365 Query List workflow.Basically I'm looking up a table on another site and returning a value. This has been working but not consistently.I'm finding I'm getting an exception occurred while processing request. correlation id error or the workflow just sits as started and not moving on.  I've I add a preceding action to log to list for example "about to start query" that's all I see when looking at workflow history. Is there best practices to implement this query regarding performance? Should I be using the list ID as apposed to the list name?What about SharePoint online URLsite URL?  Should they be the same? Just wanting to get feedback on other peoples experience using this workflow.

I am trying to use Nintex DLL in my project for some approval task in my project, in a similar manner the Out of the box nintex approval might be using. In Out of the box nintex approval page it updates the Nintex Workflow task list with approval/reject status . I tried this approach and an item in “Nintex Workflow Task” list is getting updated but with “Pending” as status every time I update the list instead of approval. Can someone answer why the changes are not committed after calling the clientContext.ExecuteQuery() method. Please find below the code snippet ::ListItem item = lists.GetItemById(userTask.SharePointTaskId);item["ContentTypeId"] = "0xxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxxx";item.FieldValues["ID"] = 574;item.FieldValues["Title"] = "Test";item.FieldValues["ApproverComments"] = "Test Approval";item.FieldValues["Decision"] = 1;item.FieldValues["ApprovalOutcome"] = 1;item.FieldValues["Status"] = "Completed";item.FieldValues["WorkflowOutcome"] = "Approved";

I am trying to show or hide two controls based on what another control contains. If a calculated value field (called "Filter Control") contains CLM01, CLM74, or CLM75 I need the two controls to be displayed, but if it contains anything else, I need it to stay hidden. The rule I created initially for the controlwas: Filter Control!="CLM01"||"CLM74"||"CLM75" I would then check the "Hide" option for the rule, but had no luck. So, I shortened it down to: Filter Control!="CLM01" and this worked perfectly. I tried various bracketing and spaces, shown below, also with no luck: (Filter Control!="CLM01"||"CLM74"||"CLM75") Filter Control!=("CLM01"||"CLM74"||"CLM75") - This one will display the controls when Filter Control contains CLM01, but not CLM74 or 75. Filter Control!="CLM01" || "CLM74" || "CLM75" (Filter Control!="CLM01" || "CLM74" || "CLM75") Filter Control!=("CLM01" || "CLM74" || "CLM75") Any formatting suggestions would be greatly appreciated. Please, let me know if I've been descripti

Hi All, I have designed a solution which has 4 lists as follows:Users will fill in this HCM list as follows:The requirements are that users should NOT be able Period the same period if that period has already existed in the list so I configured period column as “Enforce unique values” as shown: This is sample of Nintex form that user will submit. Region list single column as shownUsers start testing and found that the period field is okay, but when they choose the different region and different subsidiary for the same period like 2nd Half FY2017, where this PERIOD always exists, they get this message:So I configured the Region column as “Enforce unique values” as shown: and when I click OK button I get this messageI have not configured  subsidiary list yet for the “Enforce unique values”.Q: How to achieve “enforce unique values” for 3 columns in a list or there is any other way to users to enforce users only when Region, Subsidiary and Period are NOT the same.I found something related