Archive: Nintex for Office 365 Forum

I have used Nintex on-prem for quite a few years, and am having my first experience with Nintex O365 and am seriously underwhelmed.  I understand the challenges of shifting to a Cloud platform, but the product is a few years old now and it still has some massive holes.  Looking back through the history of feature requests, there are some fundamental issues/requests that attract a lot of community interest, but there are no fixes for them.  It would almost look like the product had been abandoned, but we did get some pretty new icons the other day.  /sarc My main gripes are:- for a workflow to edit the permissions of a list item, highly-credentialed passwords need to be entered in plain text- There is no graphical workflow debugging- The Initial Email of task assignments is buggy: emails take 15-20mins or don't come at all or come without bodies or can't be edited in the workflow- There's no way to edit the lazy approval text Happy to be proven wrong on any of this, but I talked the com

Hi,  We have a customer where they  need a exchange rate in the forms which has to be used in more than 12 forms. After some research I found a link StrikeIron exchange rate and currency converter  and its trial version.Q: Is StrikeIron a free service? Q: What other free services I could use for Nintex form? Any example would be beneficial. Thanks in advance.  

Trying to send an email that has a null date referenced (it will be filled out later in the process), but when I try to include it , it always displays as 01/01/0001 or Monday, January 1, 0001. I can do a separate Run If and set variable to define it as null, but is there a way to just not display it, or format it better if it is null just by setting the value?

I am currently working with a Nintex Workflow that's leveraging a number of DocuSign actions for populating templates, sending documents for signature, and storing those documents as SharePoint attachments. However, I am running into a workflow permissions issue with the DocuSign Download Document action. Here's my error:"The envelope ID 'MYGUID' either does not exist or you have no rights to it." When using both the "Populate Template" and "Retrieve Envelope Status" action, I received an email (as the authorized user) such that I could login and grant necessary permissions. However, I did not receive an email to do in a similar fashion for the Document Download action.Has anyone else encountered this issue before? I think my issue is as simple as getting this email to trigger, but for whatever reason it's not coming across. Thanks.

Donde puedo ver el "Internal Status" de mis flujos de trabajo

Hi! I have an urgent issue. I have a fresh tenant and Nintex there. When I am trying to publish a workflow, even an empty one, without any actions, I am constantly receiving the below error:Error publishing workflow. Value cannot be null. Parameter name: input Anyone knows what is happening and how to fix it?  Regards,Tomasz

Hi  As part of the handover, I am in the process of documenting a number of workflows I have built for a client. Now, I wondered if there is some ( community ): on premise or cloud based document templates / samples out there so that will ensure  I hit  correct level of detail and covers the key aspects of functionality. If is too verbose it will send the reader to sleep  and if it is too sparse, it won't hold any value. Unfortunately,  Action Sets were not around when I built them so these would be great breaking down the logical sections of the design. Anyway , I started to make a list of want to cover but feel free to add or hopefully, reference some road tested templates ( I hate designing wheels!) Design objectives Why a state machine or sequential List ,Libraries and views  key aspects for Form validation or presentation rules Suggested enhancements Administration steps UDA or Web Service call functionality  Status Values Exception handling  backup / 

Hi All I seem to have an issue with my scheduled Nintex Workflow (for O365). Its a site workflow that queries a list for items (has a few conditions) and then shoots emails to a few people as part of an annual reminder.  The workflow is scheduled to run daily. But when i check the site workflows page i don't see it happening (no workflows instances are there with error messages..it just doesn't start) and all the run are due to my manual starts (which completes successfully).  Could someone here point out what could potentially be causing this. Thanks

Hi all,We have a prospective customer and staff uses mobile devices. At times, they have to collect some field work where there is no Internet access.We understand that we could use App Studio for this for Nintex’s Offline capabilities.However, how could we enable  / activate the  app studio mobile app and how could use test at our testing environment for testing the offline Nintex’s Offline capabilities?Any articles or blog posts related to this will be highly recommended.  Thanks 

Is it possible to identify the User (Name or Email) of the person who performed a Lazy Approval in Office 365 for auditability. For example, the nominated Approver may forward the email on to another user who then does a Lazy Approval, we need to capture who Approved the Document and log this to either the Workflow History or in the Checkin Comments for the document.

I have a repeating section on an expense report with columns for amount requested and amount approved. I would like the font color for amount approved to be red if it is different than amount requested. Is there a way to do this without javascript? On one of the help pages it said that formatting the font size and color could be done with a rule but I can't get it to work.

Hi,I have a list that shows who's off today in the office.For this list to display correct records, a today's date field should be updated based on daily bases at 8 am each morning. The new  schedule feature added to Nintex allows to run a site workflow at desired period..The issue is that I am not able to configure the workflow properly to update the "Today's Date" field of all items of the list "Daily Leaves".Based on similar questions asked in this forum, I created the below workflow which is completing successfully but without any change in the fields.I think something is not correct in my configuration.Anyone can help guiding how to configure the below actions to preform the update correctly? ThanksHassan

Hello Team, is there a way to auto populate the manager name in nintex form using 365? I want simplify a process by filling out in the form automatically the current user and his manager. 

Hi, I am looking to change permissions of a folder using a manual workflow located within a library. A user will trigger by selecting a folder, then the workflow on it at the end of the month to change permissions. I am getting the following error. I am stuck as I believe I am doing the right thing  Available is the column nameInside the variable 'Avail' I have the following text "Not Locked" Now the folder I have selected have a column called 'Available' and so does it's contents and all of which are populated with 'Not Locked' It should technically lock this folder and its content. What am I doing wrong here?Thanks for your time!

I have a form which has controls located on panels. The panels are used to apply rules to hide or show the groups of controls. I want to change the text on a label and so I will need additional space on the form.  To do this I want to shrink some nearby labels and controls and resize the panel they sit on. However, the panel will not let me reduce its vertical size using the handle (see highlighted handle on attached image). Can someone advise how I should do this?I have had my Nintex workflow system built for me by an experienced Nintex designer but I have little experience myself. The main things I need to do are to amend on-form text and re-size labels and controls (and panels) to accommodate those changes and ensure the text shows on the published form.

In our company, for audit purpose the workflow history is required to be retained for many years (may be 7 years) in SharePoint online. I understand from reading other articles that both Nintex workflow history and SharePoint workflow history are deleted after 60 days.   Are there any ways to retain the Nintex workflow and task history beyond 60 days. Please suggest. Any helpful information would be appreciated. 

Hi,I would like to do 3 different actions and I completely do not now how to deal with it: 1. Send back - which sends the item to previous approver (who already had approved it).2. Send back to initiator with information that initioator has to update some data in the form.3. "Consultation" option - person A can send the item to person B (who has been chosen in a field in the form). Person B can only leave a comment and sent it back to A. And now, if desired, person A can send a question to person C before he decides to approve a task... etc.

Hi everybody, currently we are testing the Nintex Forms for Office 365. After the Installation of the Nintex App we get some error after we open the Nintex Form Button in the ribbon. unfortunately i cannot find anything regarding this issue in the web. hopefully anybody from the community can help me about this issue. best,josh

Hi everyone!I'm working on a simple Nintex form. The form works perfectly on desktop, but we need to make it available on an iPad. I though it was pretty easy, since there is a layout option for that. So firstly, I created a layout for desktop and for iPad. Both layouts seem to be ok. After that, I was told that we should use the Nintex Mobile app, and so, I should design a "Nintex Mobile tablet" layout. I also created that. When I use the Nintex Mobile app on my iPad, and select the form, the result is terrible. My form is completely different. Its only white, the fields are all messed up, images don't load correctly and calculated values are not working. Isn't it supposed to be like it was designed? Is there anyway to achieve it? I try to access the form on Safari, but I get an error and the form is not loaded. So what's the difference between using the Nintex Mobile Tablet and iPad layouts? Is there any way to load the form like it was designed to? The difference is very significant

Hi,I think this should be simple but I cannot find any solution - how to update a list item while keeping existing data?So the new data will be added to the currently existing one in the particular filed on the list.

Hi Everyone,I am using nintex in an office 365 environment.  I am working with a state machine.  At first I thought the workflow was erroring because I had added a "run if" command and a conditional branch command within a state of a state machine.  After removing the things I had thought were the cause I am still recieving the error.  All it should be doing is waiting for tasks to complete and then send emails.  It goes into a suspended status as soon as it tries to send an email.  The error code I am getting is:RequestorId: 8c3b2a5b-c388-f407-0000-000000000000. Details: An unhandled exception occurred during the execution of the workflow instance. Exception details: System.InvalidCastException: String at Microsoft.Activities.GetDynamicValueProperty`1.CheckedRead(String propertyName, DynamicItem value) at Microsoft.Activities.GetDynamicValueProperty`1.Execute(CodeActivityContext context) at System.Activities.CodeActivity`1.InternalExecute(ActivityInstance instance, ActivityExecutor ex

Hi everyone !   I had an issue this monday when I tried to import a workflow in the production environment. I couldn't import it, the only thing I got was a pop-up with a message (I don't remember exactly the sentence) which said "Can't import the workflow, it's corrupted". It is a huge workflow with many actions and a state machine. So I started to delete branch by branch to see where was the problem. And I found it, in the email of a Task. The email had a lot of column linked, but only one was making an issue. It was a Calculated Column. So I tried to import the workflow on the same site and *boom*, same pop-up. Has anyone had the same problem ? And if yes, why would a Calculated column do that ? Thank you.

I am building a wizard like functionality in nintex forms 0365. I show the panels on click of each tab.This works fine.There is a requirement to show all the panels on click of "Preview Tab" or Button I tried using formula TabButton!='Identify' || TabButton!='Preview' to show the same panel on click of Preview Tab as well but it doesn't work. Is there any way to access panel id in JQuery ....I don't see any option in the control settings  The attached screenshot is the rule which I use to show panels on click of each tab   

Hi, This seems simple but I am thinking that I am missing something here. I have a row (below is the row with title) Item Name (unique)    Email?         Email AddressItem1                           Yes            name1@email.comItem2                           No              name2@email.comItem3                           Yes            name1@email.com;name3@email.com  I am querying the 'email' column and trying to email the adjacent email address if the result is 'Yes'. How can I go on to do this? (How can I tell the workflow to grab email address if the email column says 'Yes')? The email would say 'item1 is due' (that is the purpose) Thanks in advance!

Hello Friends I have a two stage workflow. Stage 1 is parallel review by multiple team members and stage 2 is final approval by manager.In review task process where multiple users review documents and provide appropriate outcome. ( Approved / Rejected / Not reviewed )Is there a way to summarize all the outcomes in an email for manager to quickly glance all the stage 1 outcomes?I have managed to log all the outcomes in history but in email it only captures 1st outcome.I think I am missing something here. Please advise.Regards,Nehal