Archive: Nintex for Office 365 Forum

Hi All,I have developing a State machine workflow in SharePoint Online, where account manager fills up the form, approved/rejected by the site program manager and eventually approved/rejected by Project manager.Background:It was previously done by previous partner and we are enhancing the workflow from sequential workflow to state machine.There are SharePoint Groups settings that applied from previous system. Account Manager  Site Program ManagerProject ManagerThese are the Site program manager and Project Manager list settings for the list. These the EXACT settings from previous system.  Challenge:When account managers fills in a form, he / she picks site program manager and project manager as shown:and After few minutes, I got the following error:RequestorId: baef55fc-bd41-2367-0000-000000000000. Details: An unhandled exception occurred during the execution of the workflow instance. Exception details: System.ArgumentException: AssignedTo at System.Activities.Statements.Throw.Execute(

I want to be able to select a list of approvers and assign that collection or variable as participants in a "Start Task Process" action. Imagine that you have a list that contains two columns: a location and an approver.  For example: Location:      Approver:Job Site A   John DoeJob Site A   Jane DoeJob Site B   Fred SmithJob Site B   Alex Rogers My workflow will select all the approvers for a given location, say "Job Site A" and attempt to make them participants in the task process. I can get the list of approvers just fine.  I just can't seem to get them into a format or variable that works as a participant in the "Start a Task Process" action.  One approver works just fine, but not multiples. I appreciate any advice you guys can give. Chris

Hi All, Business Requirement:  I have a 3 stage workflow that goes to employee, manager, dept. head and then HR.Employee fills the form and goes to his manager.Manager verifies the employee’s travel info and form is read only for him except approved date and comments. Both the mandatory fields i.e. approved date and comments for manager. I have put Manager’s approved date and comments a panel and its hidden when employee views the form.Challenge:When an employee submits the form, Manager’s Approved date and comments are shown as required fields although Manager’s panel is hidden.Q: How could I fix this behavior? I don’t want to show Manager’s approval date and comment when employee submits the form.   Thanks in advance.

I'm using the 'Salesforce create record' action to copy Accident data from SharePoint into a new 'Accident' custom object in my client's Salesforce org. Prior to this action, I'm also using the Document Generation action to generate a PDF.  I would like for this PDF to attached to the record that I create, but I don't see how this is possible.  Am I over looking something or is it indeed just not possible?

We have an approval workflow with five steps, when I submit the workflow starts and a tasks gets assigned to the relevant people but when other users submits the same form the workflow starts and just sit under Started status with below error Access denied. You do not have permission to perform this action or access this resource.

As I'm sure many of you are aware, the SharePoint team has been rolling out what they're calling the 'Modern' SharePoint experience, and I wanted to share a recent (and mildly painful) experience I've had. The most recent update (at least the most recent that I've noticed) to my client's tenant introduced the new 'modern' List UI.   On my client's tenant, I have a dozen or so Nintex workflows running on a particular site. Many of these workflows contain at least one action that results in a new URL being generated, mainly through the use of the 'Office 365 Create List Item' action. Once the new list item has been created, the Nintex action conveniently stores the URL in a variable that I can then use for other purposes. This is where the issues begin. The URL that the workflow stores will look something like... https://<<TenantName>>.sharepoint.com/site/foo/lists/bar/DispForm.aspx?id=1 The issue is, though, that the 'modern' SharePoint UI treats querystring parameters as ca

Hi,One of business requirements is to grant Initiator Read permission only, while approval chain is in progress. Everything seems fine so far until I just found that Initiator has an access to "Workflow Tasks" and also "End this workflow", when I expected Read permission would have prevented it.1. Workflow Tasks: Initiator can click on the link "1st approver's task" above and can actually Approve / Deny it (not good!). I understand that the task list exists outside my current list, so I wanted to change Initiator's Permission on this task list, but I cannot figure out filling in "list name". I could control on Task Form to disable inputs from Initiator, but I'm looking to disable it with Item Permission. 2. "End this workflow": Initiator CAN end this workflow (again not good!) Can I hide this link? Thank you,-Naoko

I have a workflow that makes use of the "Assign as Task Process" action and I've enabled Lazy Approval. The issue is that for some users, they reply to the task email with the word "Approved" (on a line at the top by itself, as instructed), but the workflow resolves it as "Rejected" and follows down that branch of the task.  Hopefully someone else has experienced this and can explain how to prevent it. I've attached some screenshots of the configuration below, along with a redacted screenshot of the email where the user replied with the word "Approved" and the final outcome of the actual task in SharePoint.  

I have a client who has O365 but only few person can have user rights to it. They have Nintex in O365 only, but would like to make beautiful form for every person in their company to fill-in and submit.

Hi Community,Nintex comes up with Export and Import facility. I used it at learner level and it worked for me. But I want to know that in which case or scenario Exporting the workflow from one site and importing to another site will fail.Is there any documented resource regarding Export/Import limitations?If yes then please share so that I can come up with the conclusion regarding the scenario when Export/Import will not work for me.

I have been trying out the "CopyIntoItemsLocal" webservice call from a "Web Request" action in Nintex Workflow for Office 365 this afternoon (it's preferable over the Copy Document action, because you can change the filename at the same time as copying). With a very simple test system, with libraries "Source Library", and "Destination Library", the call is failing, and I have no idea why (and of course there is no ULS log in 365 to look at). Here is a sample of the XML being submitted (using Soap 1.2 in this case) <?xml version="1.0" encoding="utf-8"?><soap12:Envelope xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd="http://www.w3.org/2001/XMLSchema" xmlns:soap12="http://www.w3.org/2003/05/soap-envelope"><soap12:Body><CopyIntoItemsLocal xmlns="http://schemas.microsoft.com/sharepoint/soap/"><SourceUrl>https://foo.sharepoint.com/test/Source%20Library/test.txt</SourceUrl><DestinationUrls><string>https://foo.sharepoint.com/test

Platform:  Nintex Forms and Workflow for SharePoint Online (NOT on premises)Question:  Is there a way to capture all approval comments from all tasks that occur throughout a single workflow into one field with time and date stamps. The "All Approver Comments HTML" and "Last Approver Comments" fields appear to be ON PREM Only and are not an option in Nintex online.   As far as I can tell an overall approval task related variable does not exist in Nintex Online.  Has anyone come across a decent way to accomplish a complete list of approver comments? (Bonus points for time stamps.)  Any help or guidance would be greatly appreciated. Thank you very much for your time.

Trying to fix formatting everytime I build an email with an HTML table is the biggest waste of my time. But it just needs to be done. Is there any way around this?

I have Imported the existing workflow to the calendar list on SharePoint O-365 and I want to edit the task form of "Assign a task" action but the button is disabled. Please provide the solution for this.

Hi All, I am developing form which has one repeating section with around 25 controls and it makes form pretty large.  I had customer meeting yesterday and he pointed out that repeating section is not already required by company staff.He asked provide a link or button for the staff to click on a link and only when staff clicks on the link or button, I need to show the repeating section.Q: How could I achieve this?Thanks in advance.  

I was trying to develop a workflow based on the one attached. My idea is to develop using state machine workflow and "Assign a task" action. is this the right way to go about it ? or do nintex has some actions that helps for this kind of workflows.one more thing apart form this, is there any way you can reduce the size of the workflow designer?at the movement the images of actions and other things are too big and had to scroll left and right to get towhere you want to edit.RegardsKannan

I'm using Nintex Workflow for Office 365.  I'm trying to figure out how to display a number that is stored in a number type workflow variable as formatted currency in an email. So I'd like the number 12345 that's in a number type workflow variable to display as $12,345.00 in the email.

I'm doing a simply Query List to look up a value from List A, storing a value as a variable and then Set Field in Current Item to List B and I'm getting the following in my Change Request Field. I just want to see 14-0001 in the Change Request Number field. I would like to know why I'm getting the variable information Query ListSet Field In Current ItemThank you for any insight to my problem

I have a Nintex Form, one of the field is a lookup which is connected to a SharePoint custom list. When submitting the form I can see the choices that I need to choose but after submission I get "#Value!"

I cannot get the Page Viewer control to work. I've tried Word and PDF files saved to Office 365. I've even tried granting public access to the file.The error I get is this: This content cannot be displayed in a frameTo help protect the security of information you enter into this website, the publisher of this content does not allow it to be displayed in a frame.     What you can try:     Open this content in a new window  this link works to open the file in a new tab

Hi. Is there a list of predefined phrases or an option to create new ones for the Lazy Approval task feature for O365? The on-prem version of Nintex Workflow has that option and wondered if it exists in the cloud version. 

Hello friends,Is there a way to restore the previous version of the list workflow in Office 365Please let us know.Regards,Nehal

RequestorId: 9a75db5a-d103-20db-0000-000000000000. Details: An unhandled exception occurred during the execution of the workflow instance. Exception details: System.ArgumentException: AssignedTo at System.Activities.Statements.Throw.Execute(CodeActivityContext context) at System.Activities.CodeActivity.InternalExecute(ActivityInstance instance, ActivityExecutor executor, BookmarkManager bookmarkManager) at System.Activities.Runtime.ActivityExecutor.ExecuteActivityWorkItem.ExecuteBody(ActivityExecutor executor, BookmarkManager bookmarkManager, Location resultLocation) Exception from activity Throw If Sequence Microsoft.SharePoint.WorkflowServices.Activities.OperatingWebContextScope NintexActivities.WorkflowXaml_f6a19ad8_fae9_46e2_88bb_539a99b9e906 Assign a task Sequence If While State Machine Sequence Flowchart Order CheckSheets1.WorkflowXaml_8822213a_c7a3_4455_96fa_74e247529248

HiI am unable reduce the width of date and time field in nintex forms.and how do I add make the radio button horizontal instead of vertical?can anyone help ?

Hi all,I am working on in enhancing a workflow that was used by a previous partner for Office 365. The business requirements need a string that has year and month parts with a running number by previous partner as shown below:  I thought partner used a workflow variable for “current_year_month” but there was NO workflow variable declared within the workflow. Moreover I tried make a build string and try to use fn-formatdate() but In office 365 there is no fn-formatdate() function as yet. I need to extract current year and month that I can use for my workflow. How it can be achieved?    The old workflow had to be updated for Stage and Status fields for a specific list as follows: However, I am using the exactly same list in but I don’t know how Stage and Status fields be updated in my newly created workflow:  Q: How to update multiple fields for specific list? Thanks in advance!