Archive: Nintex for Office 365 Forum

A customer wants to have a PDF version of the completed Nintex form sent by email, similar to how you see the completed form when clicking on the item in the SP list with a Nintex form attached: The result basically needs to be the same as when I click "Print" on this page and output a PDF. Can someone please advise the easiest way to achieve this?In my case, the form I'm dealing with is relatively large and has multiple repeating sections. I've been through the forums and while the whole deconstruct/collect/construct process from XML to collections to mappable variables is not too hard, it is so very time-consuming. Surely there's a faster way to achieve the same result? Thanks!

I've got a document approval site with multiple document libraries (each area of the facility has its own library and permissions are managed by the document library).  I have created a Nintex workflow to manage the document approval to replace the canned Sharepoint ones for additional information and address some issues. The issue I have is that I would like to use the same workflow across multiple libraries (13).  It works fine except for references to metadata on the documents.  If I actually write to columns on the document (to show things like who is currently reviewing), those items may or may not come across when it is imported.  It originally caused issues with any references to columns on the current item (in forms, e-mails, or Update Item blocks.)  I've resolved all the forms and e-mail stuff by using workflow variables rather than references to the current item.  It's also kind of a pain, because the workflow will publish.  When I go into Update Item blocks, only half the st

I have request where I need to figure to how to take a repeating section in a form in SharePoint and create a new item within that same list for every addition in the repeating section. For example, If I add 3 Hotels to a repeating section and submit, those 3 Hotels values should automatically break out from the parent item into their own, separate items. These need to break out within the same list as the parent item. I would like to note that I did not develop this particular form and workflow. It's pretty complicated already so I'm hesitant to have this added. I need to know which actions/controls to use to make it easier on our developer.  

Hi everyoneI am trying to set a field (Budget) as required when there is data in another field (Description) in the form. The field that I want to set as required is an integer field, and the other field in the form is a short text field. If there is no data in Description, then Budget must not be required, but if there is data in Description, then Budget needs to be required.I tried this formula in the Required field properties of Budget, but it didn't work:not(IsEmptyorNull(Description)) Could someone point me in the right direction? Thanks Kirk

Hi Team, Is there any way where in we can approve Nintex flexi task without Task form. Like we can create some custom form where we can load task data and approve the task using REST API. Issue : We are currently using Nintex Task forms which takes 10-15 seconds of time load the form and almost similar time to approve the task, Management is not at all happy with this load time to approve single task. (We just moved to Office 365 and in on-prem it was pretty fast, I understand the difference in the architecture). So i am thinking to create some custom page in SharePoint and allow approver to approve any task from there directly without opening the task from. P.S - Lazy approval won't work as approver needs to see some documents or attach some documents. Kindly suggest.RegardsAnkur  

Is it possible to customize the start form for a O365 Nintex workflow?

Is there a way to remove the "View in SharePoint" and "View Workflow Status" buttons on the actionable messages in Outlook?

We are building our first workflows in Nintex for Office 365, I've previously a large experiencia in Nintex for SharePoint 2013, and there's something that we cannot resolved. In NWF for O365 is missing the my workflow task webpart, so we are using directly the workflow task list to display to the users their tasks, however we don't know how to set the workflow name when a new task is created... Is there a way to do that??

As we are migrating from On-Prem to O365, I have found that the Inline Functions are no longer available. As such, I am finding solutions within the workflow to enable similar functions. However, I am stumped on one particular Inline Function, fn-Length, and finding it's possible similar solution in O365. I am in need of knowing the length of a string. Any thoughts from the experts?

I have my file in sharepoint online . but i need to get the document to sp2019 using Nintex workflow with help of Web request or web service. i have create Access token for authentication to Sharepoint online . need help to get the document using rest o something using workflow.

Hi,  All of a sudden in Chrome or Edge on my company laptop when clicking on a new document set it's returning a 404 error.  On my personal machine it's working fine though.  Is this a setting on chrome/edge?

Is there anyway in Nintex 365 workflows to run recurring daily workflows that will check item status and if the form has not been modified in the last week. Looking at this around 6 months ago, I could only find one possible solution and it looked way too complicated.I was able to get a much simpler solution using PowerAutomate. See that attached screen copy for the structure of that. Would something like this be possible in Nintex 365 workflows, or would it require a different Nintex product (with extra costs) - where as we already have PowerAutomate as part of our tenant licence.I would much rather do this in Nintex 365 WF, but the complexity and testing looks like a headache in comparison.

Hi all, I am using SharePoint Online + Nintex Form (classic), when I click the "delete" next to the attachment, the confirm delete dialog didn't appear, and there are warning message in the console: And the warning contains this line:https://www.chromestatus.com/feature/5148698084376576#details Any solution? Many thanks!

I have a system that contains 4 workflows to manage content and the approval process.  The first two workflow is triggered by "Run on New" and the second and third workflow runs by a Start Workflow commands in sequence from the previous workflow.  The third workflow also runs on modify (with an exception for a field that is not changed in this scenario).  The fourth workflow runs as needed when called by the third workflow.  My issue is the third (main) workflow is starting to run as the second workflow is starting.  I assume it is being started by the change to the list made by Workflow 1.  This change being done by the workflow should not be a change that should cause the workflow to run.  This causes the "scheduled" run of the workflow to cause an exception and terminate since an instance of the workflow is already in progress.Has anyone seen where a workflow started by another workflow sporadically starts when it is not expected to start?  A simple diagram is attached below to show

Using the action:  Office 365 Upload File, I am unable to move the Term Store Columns along with the Upload to the new location. Seems that I've tried every option possible. Any direction appreciated, Sue.

Using the action:  Office 365 Upload File, I am unable to move People & MMD Columns. Seems that I've tried every option possible.   Any insights appreciated, Sue

ok another one where I seem to have tried every possible combination and nothing is working. Senario - Updating a list in another site, all columns copy across fine except for a People column i'm trying to copy across. Using the Office 365 Update Items - I've added the following:- I've tried to type details in manually (straght email, with claims token at the front- I've tried current Item lookup - LoginName/Email Error I get when I select type = User When I select Text to copy across I get a No Response from Server error Simple trying to copy from one Person field to another (AnsweredBy below is the detstination)

Hi Team, We are exploring options options to migrate SP 2010 OOB workflows to Nintex for below templates. Approval  Collect Feedback  Three-state Collect Signatures Could you please let us know what are the automation options available for us to migrate these templates to Nintex O365 or Nintex workflow cloud? Thanks. 

I have a collection variable, which I'm writing to a text variable, and looks like this: 1,2,3,4,5This text variable will later be written to a text field in a list, and I'd like to add a visible space after each comma so that it looks like this: 1, 2, 3, 4, 5How do I do this?

Hello,I am not sure why and how it happened but I can't do anything with my workflow anymore and when trying to save or publish, it's giving me the below message not sure if this is a change I made that caused the issue, but I can't do anything anymore. Any help would be greatly appreciated! 

I want my form to allow users to select items using a dropdown control, then enter a quantity and have the associated price displayed, and a total price at the end when combined with all the other items.   I tried some things in new responsive designer with list lookups and variables and rules to set values based on the selected items but nothing works.  After selecting the item in the dropdown I cannot get it to set the price.   Has anyone else done this?  Can you point me to examples?

A global administrator register herself as a Nintex administrator. And now has the option to register other administrators by the button Add administrator.   But if she fills in an emailadress and continues with the registration she gets the message:   Oops! Something went wrong. If the problem persists, contact your support team with the following information: Unauthorized access exception. Customer Id: xxxxxxxxxx, DateTime: 7/29/2020 10:47:30 AM   Are there any more requirments to a user for adding an administrator?  

Hi ,I have a requirement to remove a value from the drop down list as the user no more needs this value to appear as an option in the Drop Down control. The dropdown is a list look up control and references a list called Rework - Location. The lookup  is configured as below I tried using the filtering Option as below where only Active values are shown in the dropdown.  This solution works fine for New requests and shows only the Active = Yes values in the drop down control.  The problem is with already created list items which had the Rework Location selected as the value which I set to  Active = No in the Rework Location list.  For these list items when the form is opened Rework Location is shown as Blank.  Appreciate your  help to overcome this and how best to handle this type of situation. I'm using O365 Classic forms.    

I want to have logic that checks for the email domain and assigns value to connected field. We have 4 companies on office365 same tenant.I have a label that displays the users email address.Based on the email domain (potentially 4 of them), I want to add the company name to a connected company field.Example:User Email = fred@acme.comI want to say if the domain = company1.com then company field to have the value ACME.Thank you for the help in advanced. 

Can users view and submit the Nintex form without having any access to the Sharepoint lists?  In other words, Does Nintex form use custom or app permission to perform CRUD on the list or it uses client permission?