Archive: Nintex for Office 365 Forum

I have one Workflow ( WF_A) in a list ( list_A) that use start a task process action. I need that when the task is created (on a Task List) , a workflow (WF_B)on a Task List start to performs a series of actions on the task. As the task is created from a workflow WF_A, the workflow WF_B never initialized (the option to execute when a new element is created is marked).  How I created the entry in the list_A, all the task appear that was created by me.  I'm a site collection administrator. Some idea how resolve this?

I have two lists1. MasterList2. ChildList Requirement: Whenever item created in MasterList --> a new item should be created in ChildList (Condition =if the item doesnot exist in the ChildList. )Whenever item is updated in MasterList --> Child list item should be updated.

I am planning to build a workflow using Nintex workflow for office 365 on a classic site, I was wondering will this workflow work once the Classic site converts in to Modern site?

First off - you guys are all awesome.  I have been reading the forums trying to understand Nintex and while I have figured most things out, I am stuck on one critical element.  We are in a trial phase of Nintex forms for O365 with the hope it will do what we need it to do.  We are a small airline in Canada and looking at migrating our training documents in to SharePoint and useing Nintex as the go between (between the document library and the iPad - bye bye paper).   I have managed to connect my Lookup to my SharePoint list where we keep a master pilot list.  This list contains all of the vital information - surname, given names, license numbers and the like.  We would like to create a form inside of a document library that would allow us to select the pilots surname and then populate the remainder of the information (pilot license number, given names etc).  This is where I am stuck!!  I can not get it to do what I need it to do and without that capability, it may be difficult to move

 I have  Run If action I am trying to use, but the 2 dates I'm comparing are showing the time after them as well.  Using the Log History action, I found my 2 dates are never comparing correctly because they're coming out like this: Run If  9/25/2018 1:01:45 PM = 9/25/2018 12:00:00 AM I would like an email to send if  9/25/2018 = 9/25/2018      How can I trim the string so only the date shows? I would like the string after 2018 ignored and extracted into a variable because if I count from the beginning or end to trim it, when the month is a 2-digit month the results will be different. I need to change 9/25/2018 1:01:45 PM  to be only 9/25/2018 and extract to a variable. Any ideas?  

While configuring the task forms on my workflow, I realized that the comment field is (for all 11 tasks) not connected to anything. My choices for connecting are as follows: Currently, the Task Column "Body" is connected to the Task Description, so I do not want to use that. My task list DOES contain a column called "Comments" - but as you can see it is not available here. I created a new column "TaskComments" but that is also not available here (nor is it available in my Task Column Form Controls section:My Comments and TaskComments fields are both empty when I add a comment, which makes sense because the input is not connected. What am I missing here? How do I either connect to the default "Comments" field or my new "TaskComments" field? I am using custom content types for task outcomes, I have verified that the Comments and TaskComments fields are part of all the custom content types. 

Hi,  I have a multi-line text column in my SharePoint online list that I want to update with workflow type information at each of the workflow action points. The positive actions are listed below but there are also the rejection actions too and there can be multiples of each if the user resubmits their form. For example the first workflow action would be:Submitted by User XThe second workflow action would be: Approved by Manager XThe third workflow action would be: Approved by Executive XThe fourth workflow action would be: Approved by CEO X The column is definitely versioned and when I update the List Item, the Submitted by User X line disappears. I have saved the previous value into a variable and tried appending but I can't figure out how to get the line break in there. Any help would be appreciated. Thank You 

Hi guys, hope you're all doing well.    So, i wish to create some kind of "change log" in the form. The idea is to register when a change is made in some field by a user. For example, field "Value was changed by user X from 10 to 15".    I Thought of using a multiple line textbox with the references for "modified by" and all that would be populated by a worflow when a change was made in the item.   The problem is that i can't figure out how to keep populating the multipleline text box without erasing the previous register. I can only think in a way to register the last change made, and i would like to keep them all. Would anyone have some idea on how to do it? Thank you!

Good afternoon,I was thinking this was a simple question, but I can't seem to find it anywhere. I was wondering if it was suggested to not edit the workflows (i.e. adding distros, updating Email Notification templates) while there are users working in it?We have a team of about 50 people and often we get complaints from the floor that are deemed as "server issues" but I was wondering if they could get a 'Workflow errored' message or other hinderance due to me editing the workflow throughout the day? Thanks, Kaitlin

I am designing a form using Nintex. It is workfing for me in all the browsers except MS Edge. MS Edge does not support for design, form submit and print to PDF. Print to PDF is something i can't do without as per the requirements.  

We are exclusively on Office 365 and one of the primary requirements we have is to build workflows that are associated to a Content Type.There are several lists (20 to 30) using a single content type and the workflow should run on all the lists associated with this content type.  Currently, the only available solution is SharePoint 2010 Designer reusable workflow. Microsoft Flow can also not do this.  I was hoping Nintex would bridge this gap but am disappointed to find out that it doesn't either.  Is there a reason why Microsoft or Nintex is not implementing this on the cloud version?  That is a serious loss of functionality for us and I am seeking alternatives if so.

Hello, My Responsive Nintex (O365) form does not save user’s input in SharePoint List or nintex form.The users have Contribute permission.Users had checked the checkboxes and saved the form. I don’t see any error on form or workflow. Some information from form have been saved but I cannot see any diference from one panel  and secton to the other, they have exactly the same structure and no error or warning message at all.

Hi,  I am attempting to find a way of setting the date field for an expense claim based on a repeating table date value of flight Departure Date. When a Flight Departure Date is selected -   I need the default date on the expense claim repeating table to be set to the same date and prevent the selection of an earlier date. This is not possible using rules and I believe that JavaScript would help however although  I am familiar with JavaScript I wouldn't class myself as able to write anything even close to accomplishing this requirement. I need some pointers and assistance with JavaScript if help can be provided please? Thanks  

Hi, I'm new to Nintex, sorry for this basic question. I have a workflow involving a task element.  The outcome is not Approved/Rejected.  The task is simply a to-do task.  The SharePoint task list has an option for the user to enter a percentage complete value or alternatively update a status column - e.g. In Progress / Complete.  If 100% is entered in the Percent complete, then the status will auto update to 100%. I understand that the 'To-do Task' action is not available for Nintex O365 unlike onPrem.  Therefore I followed a post elsewhere to create a content type with Outcomes.  The advice was to create a single outcome "Complete" but that doesn't make sense as the task could well be "In Progress"....  Therefore I added the standard outcomes - Not Started, In Progress, Complete, Canceled, On Hold.  I then customised the task form in Nintex and these outcomes are presented as radio buttons.  Is ok I guess, but the Percent complete field is missing that was present in the SharePoint T

I am looking for a way to load Data from excel into a workflow using Nintex 365 workflow.  I do not want to create a sharepoint list, I would like to use the data in my workflow as part of a repeating section that then goes on for approval.  I am new to using Nintex so detailed replies would be greatly appreciated.

I have a task form which contains:a "Are you attaching a document?" Yes/ No drop-down Choice control an Attachments controlI would like there to be validation on the Attachments control if the answer to the Choice control is "Yes".From reviewing previous posts, it looks like I can add an "If" inline function to the "Minimum attachments" field in the Attachments control settings, and set the function to return 1 or 0 based on whether the Choice control is "Yes" or "No". However, when I do this and then save the control settings, the formula isn't saved - when I re-open the form, the Minimum attachments field has reverted to the default, "0". What am I missing here? The formula I am using in the Minimum attachments field is "fn-If(Yes/No Control Name, 1, 0)"

Hi I want to embellish my existing approval  workflow by adding a non-approval task in the Approved branch of the "Assign Task" Action. The example I have in mind, is once a managed has approved a request,  a new "Action this" task is generated.  Ideally this would display a check list of related sub tasks which will need to be completed before the overarching "Action this" task is flagged as complete. I guess I could do with some advice as to which is the best approach - here are my initial thoughts:Configure a "Assign Task" with appropriate outcomes "Request Completed" or "Waiting for more info". Create  a custom Task Outcome: Content Type ( happy to do this PowerShell). Customise the Task form to included my check boxes. Perhaps, add a New Item to a designated Task List . The Task List  I could included additional fields or better still created with  a new Content Type.   Be interested to hear the thoughts of the community.  Daniel

I am attempting to set a cascading dropdown names City in an Expense Claim RS using the Destination cities from a Travel Request RS Scenario: A request is made to travel to the following destinations  The Expense Claim RS Country field should only display Guatemala and Australia, which would filter the city to Flores or PERTH WA  This is not possible using rules and I believe that JavaScript would help however although  I am familiar with JavaScript I wouldn't class myself as able to write anything even close to accomplishing this requirement. I need some pointers and assistance with JavaScript if help can be provided please? ThanksChet 

I have two problems both of which are interlinked in a Travel Authorisation form that I am building.I am attempting to hide a security warning message when a city field in a repeating section contains a security level and present the security message inside the Security Warning. There is a list of Countries with columns for every city (used for cascading lookup below), where applicable each city has an associated Security Level assigned (calculated value circled in red below) and security comment (calculated value circled in Green below) The requirements are toa) Only show the Security Warning when a city contains a security level- multiple cities are selected below and the security level is presented in an array [3,,1] b) Present the Security Message as KABUL - Please get approval from CFOORAN - Please get approval from the Budget Holderinstead of [KABUL - Please get approval from CFO,#Value!,ORAN - Please get approval from the Budget Holder] I would need to remove the blank values "#

I have a requirement to rename the PDF file generated from Print to PDF file button available in Nintex form.  There are no options/properties in Nintex form designer window to do this.  Please suggest any ways to rename the file name dynamically if it is possible. 

The fields are clearly date fields when in eidt mode, but it disappears in the preview/published view. This is a form that works fine on premise version that I am trying to recreate in O365 environment. 

Hi everyone, I'm having trouble querying and sending items. It's my first time using the Nintex workflow O365 and I am not used to it and some of the features in nintex on-prem is not there. What I would want to do is query a calendar and all the items in a specific date I set will be extracted and it should be several columns like title, start time, end time, comments and so on. and store it to a string. What I am doing in the on prem nintex workflow iscalculate the date (for date range) => query list => for each => set variable => build string => send notification I am having trouble because the list item id variable is not present in O365 that is what iam putting in the for each action and I am not familiar with using the collection actions but if you can enlighten me in the process I will easily get it. Thanks a lot!CheersRogelio

Hi,I need to update list columns after updating Item Permission (very basic requirement: view only for initiator and controbute for approvers, which is working correctly). I usually use "Update List Item" action, but I found this does not work well with "O365 Update Item Permission", possibly because I already removed permission inheritence in this. Now I am trying "O365 Update Items" to substitue "Update List Item".Is this a correct approch to update list item? What should I configure for mandatory input "Fields to Update" on "O365 Update Items" action? For screenshot purpose, I left original action "Update List Item" and inserted a new "O365 Update Items" to show comparison. Thank you for your support in advance,-Naoko

I am trying to print out a Nintex form from Chrome or IE in O365. We do not have an Enterprise license so I was just trying to use the native capabilities out of Chrome. It allows me to print, but it is only printing the first page. The form is a bit longer and should print in 2-3 pages, but we are not seeing that. I looked at the other posts in the forum where it talks about using a button, but my buttons do not allow me to put in Javascript. I am at a loss right now and need some help.

I had this working in SP2013, though I'm missing something that is likely simple.I have a task, within the initial email options, email body, I would like to have something like "Click here to edit the file". This would link to the file the workflow is running on in the doc library. What am I missing here, I can't seem to find any options in the Insert References, Item Properties or Workflow Context that links directly to the file. Current item URL links to the item, not the document, I want a link to the document as well in the email Thanks,