Archive: Nintex for Office 365 Forum

Are there any plugins or extensions that can link to Nintex Form For Office 365?  Specifically, plugins that can scan the name card information (eg. Name, phone number, and address... ) to the Nintex Form? Thanks in advance for your help!!!  

Is there a way to remove the "View in SharePoint" and "View workflow status" buttons on the Lazy Approval email (please see attached image).

We have Nintex Forms for O365, and we use a List Lookup against a Sharepoint list for our Offices.  The Office list is fairly dynamic, with offices opening and closing often.  The Office list has an Active column, with the values Y or N.  Here's how we'd like the form to work:1. For new forms, the list should only show Active = Y offices for the user to choose (can do this with a View in Sharepoint or the Filter in the form).2. For previously entered forms, an Office has already been entered.  User opens the form in Edit mode.  If the Office is Inactive, leave the value in place unless the user clicks on it to modify.  Then only show Active offices.3. Allow the user to save the form with the inactive Office if it is untouched during the Edit process. I found this nice blog post on displaying inactive values - Inactivating Items in a List Lookup Dropdown, but the form appears to work fine if the user just Views (keeps the inactive value).  My challenge is, if a manager Edits the form la

Having fairly odd behavior with a specific Nintex for O365 Workflow. I have an "Assign Task" action within a workflow where the user checks 3 seperate radio buttons and types in information during their approval task. However, after they hit "Save and Submit" their inputs for those 4 fields are not saved. I have verified that all the fields are enabled, connected to a SharePoint Column, and the button is set to "Save and Submit". Am I missing anything? Any input/suggestions are welcomed! In the attached image, the fields outlined in red are the ones not saving.   

Good day fellow Nintexers.  I need your brains to help me on this one.  I'm trying to figure out how to write data back to a repeating section for a much larger application, but have built a test case for simplification of learning.  Here is my scenario: I have a repeating section bound to a Multi-line column.  In my repeating section I have 3 Single Line of Text boxes titled "First Name", "Last Name" and "Full Name".  I want to enter a first name (Obi Wan) and then a last name (Kenobi) and start with "Full Name" being blank.  The work flow already gets the XLM, divys up the data into two collections.  I can even build the collection called FullName that consist of the union of the two (Obi Wan Kenobi).  What I cannot seem to do is correctly write back this data to my repeating section.  It works fine for one name, but if I have multiple it either applies the very last full name to each "Full Name" location on the list or plugs in the entire collection varible to each "Full Name" locat

For all our form submissions I track the outcomes of every task as they're completed and write it back into the form itself. This way if any tasks or workflow history is deleted in the future, or the forms need to be moved, the audit trail stays in tact.  The workflow history is a HTML table. When I tag a document for document generation all the HTML is removed and I'm left with a block of text. I'd like to keep the format of my HTML table because it's so much easier to read. Does anyone know of a way to insert a html table into a word document when using the Document Generation action?

Is it possible to populate a dropdown choice field from another list? We are creating a few forms that ask for an excecutive/manager name and we would like to manage a single list instead of updating several forms when there is a position change. From what I can gather, it's only possible with JS in classic designer. I've got limited experience with experience with JS that I'm willing to build on, but I'm feeling overwhelmed in filtering out useful direction to get started.

I have a SharePoint List that has a Nintex Form and also a Workflow that assigns tasks.  I want the user to be able to update the list form and complete the task without having to go to each list.  I'm not sure exactly what is the best way to do this, add the list items to the Task form and the set a Rule on submit to update the Task and the list form?

Is it possible for Nintex to run a workflow to export a document (and its meta data) from a SharePoint Online document library, and for this to be exported into XML?

I want to use a date picker for DOB but it only allows you to go back one month at a time - is there a date picker which allows you to enter the year or should i just have a text field?

I have an approval workflow and I created a custom Nintex mobile task form for SharePoint 2013 on-premise.  When users get an approval Email, they can click on the approval task and it will display the Nintex form.  However, when the user clicks on the approval task link in their Email, it redirects to the SharePoint OOTB task form instead of the Nintex mobile task form. Ex:On their mobile device, the user is directed here:https://server/sites/Home/_layouts/15/mobile/editforma.aspx?List=de4ad857%2D878e%2D403a%2Da630%2Dc903d90fe0b0&ID=254 They should be directed here:https://server/Home/_layouts/15/NintexForms/Mobile/DispForm.aspx?List=de4ad857%2D878e%2D403a%2Da630%2Dc903d90fe0b0&View=5a1debf6%2D565b%2D460b%2D8836%2Dfc9bc41280a4&ID=254 Can anyone advise how to fix this so the user is directed to the Nintex mobile task form?

I have a variable in the New Responsive Form Designer that sums number fields in my repeating section. I can display it on a label but how do I pass that value to a SharePoint list field when submiting the form?

First off thanks to everyone who posts on this site.  I have been able to figure out a great of tricks based on your posts!  One problem I am having is the timing of rules.  For instance, I have a form where one of the first fields is "Type" - based on the selection made in this Choice dropdown field, other fields become visible.  There are several posts on this site on how to make this happen, so I had no issues getting it to work.I then wanted to do the same thing with a checkbox.  The rule does not seem to respect the selection made in the checkbox (I've tried setting it up as a Yes/No, Choice with checkbox option, even the built in yes/no in Forms)...  it does work, however, AFTER I save the record and reopen it (it seems the act of saving and then reopening triggers the rule and the field(s) become visible).  I've now also run into a similar issue with lookup data (I look up a contract name from a second list, and also want to pull the expiry date from that same list based on the

I am making some changes to an existing form, and I wanted to make a popup message when the form loads to inform users of the new features and process.  It would just be a dialog box with a message and an "OK" button that would pop each time the NewForm.aspx loads. I know I can do this with javascript, but I'm not sure where to put it:<script>alert("Check out the new form!");  </script>

Ok, I have spent days on this now. I am currently working with support as well. I even reached out to are account rep because if this is not possible, I cannot use the software. I have found solutions for Nintex on prem, but that does me no good. I need a way for files attached to the list form to be viewed on the task form. Like an invoice. This seems like it would be a common requirement. What I've done so far: I can grab the files using a web request from the list form. This gives them to me in xml format. Now I have not been able to parse the xml yet, but I can figure that out. But once I have the files in a collection, how do you display that collection on a task form? I understand I can do a for each in the workflow and all kinds of actions on a collection, but you can't do those things inside a task form. So I'm saying this is impossible using office365 version. Am I right? I need to make a decision here on how to move forward. Any help would be so appreciated even to get closur

Hi All, I am using Nintex Form + Nintex Workflow on SharePoint Online, and I have a very simple requirement. I would like to build a string for the custom FormID by using Nintex Workflow, with this format: ABC-2019-00001The "ABC" part is fixed prefix;The "2019" part is current year;The "00001" is the sequency number, which retrieve from another SharePoint list (counter list), and it should pad left with total 5 digit, and finally, update the counter list.And the "-" is a fixed string as the sperator. My current state as below:1. Get current time: no problem, I create a "DateTime" variable, and set it "Use date when action is executed"year by using "fn-FormatDate()" / "formatDate()" (I am not sure what are the different on this).2. Get current year: retrieve the year part from the Current time variable, I tried following formula but invain, it either return empty string or the raw text of the formula:     fn-FormatDate({TextStart}{Variable:CurrentTime}{TextEnd},"YYYY")     fn-FormatDate

I have a nintex form in O365.  I would like a text box to appear with a warning if the user is filling the form out after 6pm.      

I have a list with a workflow which creates a task when an item is submitted. I would like to restrict the permissions on that task, so that only the manager - specified in the submission form - can complete and submit the task.At workflow start I'm creating a variable "Unique Task Name", which is a name suffixed with the list item ID, and then I'm using that variable as the Task Title, so that I can determine which task in the task list is associated with the current item. I'd then like to say, "Set the permissions for the task in the task list whose name = Var "Unique Task Name" to "Edit" for the manager named in the submission form".My questions are:1. I'm confused by the Query builder in the Update Item Permissions action, because if I select another list, the resulting format implies that a value needs to equal something AND that resulting value needs to equal something else, when what I want to say is, "if the task name in list Restricted Tasks = Var "Unique Task Name" then...".2

Attempting to set permisions on list items for a purhasing form. Desired Result:initiator - view onlyinitiator's supervisor - contributesite admin - full control Currently the only thing I can achieve is removing existing permissions, and can't seem to add anything. Workflow only contains the one action for granting initiator view and send email. What is the definition of an external user? All users are currently inherited to 'group member' via an everyone rule. I've tried explicitly adding a test user to the site/list, but no luck and granting permissions.

working in O365.I have a Product Request List that I pull information into from another list.  On the Form I have a Calculated Value that pulls in the Image of the product from the other list.   lookup("Event Materials List", "Product Title",ProductTitle, "Item Images") But the calculated Value is just the Pictures URL and not the picture itself.  I don't see a way to put the IMAGE Control in the Form and have it look at that URL.  Does anyone have any Idea?Thank youMike 

Hi, I am trying to show/hide a panel based on a choice field.I tried 2 different rules, neither work.  I tested using a text field instead of a panel and it worked fine.  Therefore the issue is only experienced with the panel control. Condition 1 ChoiceChoiceName!="New Request" Condition 2contains(ChoiceControlName,"New")

Hello, I have a suspended workflow, appear randomly. The workflow work well without "Suspended" only one day or 1/2 day. And I think it's never the same "Sequence", on the error below, you can see it's "Sequence FlowChart". Error :RequestorId: 8fcfbba8-f8ca-2d0e-0000-000000000000. Details: An unhandled exception occurred during the execution of the workflow instance. Exception details: System.InvalidOperationException: Looking up a value using a key is not supported on an instance of 'Microsoft.Activities.Dynamic.DynamicPrimitive'. at Microsoft.Activities.Dynamic.DynamicItem.TryGetValue(String key, DynamicItem& value) at Microsoft.Activities.Dynamic.DynamicValueBuilder.PathSegmentFactory.ObjectPathSegment.Get(DynamicItem obj) at Microsoft.Activities.GetDynamicValueProperty`1.Execute(CodeActivityContext context) at System.Activities.CodeActivity`1.InternalExecute(ActivityInstance instance, ActivityExecutor executor, BookmarkManager bookmarkManager) at System.Activities.Runtime.Activ

Hi;in Nintex 365 form, i need invalidate a control based on a filter/query on the list using 2 fields; Ex : I need to check in the list if Email = current user(Email) and date = control-date, if true invalidate control-date. lookup function only filter using 1 field; How can i reach this result ? RegardsAhmed

I did this steps: 1. I create a Site page (Modern)2. Add a Nintex List Forms Online Webpart Doing step 2 will result in an error. please see attached file. Thank you very much

Hi All, I have a requirement to convert an Office document (Word, Excel, PowerPoint, Visio) into a PDF within a workflow but this option doesn't seem to be available in O365.  I know older versions had an action "Convert Document" but this seems to be missing so has anyone else acheived this in Office 365?   Thanks. Paul.