Archive: Nintex for Office 365 Forum

Hi all, I have a question that I have been struggling to come up with a solution.I currently manage an Excel spreadsheet that has several projects.  Each project is unique and have deliverables that are due throughout the life of the project.  How can I generate an email to capture all excel fields that I need populated within that email for each of those projects?Secondly, some of those projects have the same project managers.  For those PM's that have several projects, how do I send one email with a list of the projects that have deliverables due.  I don't want to fill-up someone’s mailbox with emails stating the same thing with the exception of the project number.

Hey,I have a worlkflow runs on a List A. List A has a column CA that is a look up from another list B (text filed CB).So when the user fills the CA, the list brings the value from CB. I want to show the ID of the item being selected in list B? I tried to create a variable vIntX and give it a look upp value as (look upp list B, filed ID when CB is equal to value of CA) ..tried a lot of varients and the worklflow suspends all the time! Any one know how to retrive the ID value of a an item in alist that have look up column, based on that lookup column?BR.Nada

on-premise the multiline textbox appends but doesn't appear to in o365.Have I missed something or is this a shortcoming of o365 nintex forms shortly to be added?CheersJulian

Hi all,  we detected 2 or 3 days ago that people's fields in nintex forms were not transferred correctly to the list, they appear as empty field. This happens in all our forms in our tenant... of course, we opened a ticket but... support seems to be very slow. Has anybody the same problem? or have it in the past?

I'm trying to dynamic increase the load time of the form. As soon as the form is submited, values will populate in form fields based on the calculation on the list.  At times it's taking little extra seconds for the data to get inserted in the sharepoint list, due to that the values are not populating in the form feilds.  I wanted to dynamically delay loading the form to wait until data to get inserted in the list. Can anyone help me out please

I have been fighting with this for several hours now and I'm sure I'm doing everything right but I can't get a Set Workflow Variable action to work. I have a site workflow that queries a list for all items that match particular properties. The query returns their IDs in XML in a collection. I then have a loop which extracts each ID value in turn and sets it as a workflow variable. So far, all of this is working. I then have a Set Workflow Variable action that is supposed to lookup against the list using the ID. This keeps retreiving a null value. I try it inputting the ID variable (which I know is populating because I've logged it to workflow history) and it doesn't work. I try inputting a static value as a test and it still keeps returning a null value even though I know the field is populated in this list. Is there an issue with using a list lookup to set a variable in a site workflow? I'm sure I'm doing the exact same thing that's work a hundred times before on list workflows and th

We are trying to update SharePoint Library Document Set property from Component Workflow and in order to do that we are using Update List Item action. But that is giving error "Unable to find list item to update".

Hi,I have a workflow and it gives an error when it reaches the last step of sending and email. Prevoius steps the emails are sent without any issue.In the last step email i have a shared mail box in the To address. User in the organisation started the workflow and when it comes to this last step it gives and error (attached).can anyone help on this? I have given pemissions as contribute to the list and workflow history, and workflow tasks. Thanks  

I have a multi-step approval Workflow using state machines where at each step the approver can approve or decline and provide comments.  Comments are tracked in a variable in the task form that then populate a list (and subsequent task emails).  The comments and approval/decline dates from each approver are writing to the list except for the 4th and final approver the the BU Finance Leader. Comments for both approve and decline make it to a notification email sent by Nintex, but the comments nor the date for declines make it to the SharePoint List where as the approval comments and approval dates do make it to the Sharepoint list.  The 4th approver appears to be set up the same as the others, but maybe I'm missing something!

Hi community, I believe I have read somewhere that scheduling site workflows in O365 is possible now?1. is that correct?2. how to do so? Cheersmai-kel

Hi, I have a site workflow running to capture all 'dates' from a column in a list. The dates are stored in a 'DateCollection' and the below output is what is stored inside. Right after this (storing) I am getting the error (see bottom) The error appears to be happening when I try to loop through this 'DateCollection' - is the time attached is the problem? How can save some dates and loop through them without involving time?   RequestorId: f6ab5ed2-59f5-24fb-0000-000000000000. Details: An unhandled exception occurred during the execution of the workflow instance. Exception details: System.ArgumentException: The conversion could not be completed because the supplied DateTime did not have the Kind property set correctly. For example, when the Kind property is DateTimeKind.Local, the source time zone must be TimeZoneInfo.Local. Parameter name: sourceTimeZone at System.TimeZoneInfo.ConvertTime(DateTime dateTime, TimeZoneInfo sourceTimeZone, TimeZoneInfo destinationTimeZone, TimeZoneInfoOpti

I need to modify the edit and view forms to be different from the new form.  Example: on the edit form I need to have all but two fields locked down to where users can only see the value and not change it.  Any help or guidance will be greatly appreciated. 

In our team we have to date-stamp invoices electronically. Invoices arrive and instead of printing out and stamping a date on the invoice, they will have to date-stamp the file electronically. How can we achieve this?

Hello.  I am new to the product but was ask to figure out how to fix a formatting issue.  We have a choice setting with the display format of "Check boxes (Multiple-Selection) with 5 choices.  When the text of a choice is very long, it wraps the text on a new line from the checkbox.  Is there a way to correct this behavior?  Attached if a screenshot of what it looks like.  As the screenshot shows, the second checkbox is on its own line because the second choice text is so long.  I wish shortening it was an option but it is not.  Thanks!

Hi - I have a simple workflow created using nintex workflow for office 365 app in a share point portal that is scheduled to trigger an email every month. It is working all good but today i made a simple change to the workflow and it doesn't let me save. The save or publish button is greyed out. Kindly help

I have successfully created a workflow using the DocuSign connector to:1.  populate the DocuSign template2. retrieve DocuSign envelope status3. download the DocuSign document. However, when the WF downloads the document to my specified document library, it does not include any attachments that may have been uploaded to the document envelope while the user was filling out and signing the document. If I go online to my DocuSign account, I can see the completed document and the attached documents all bundled up in one PDF file, but the PDF file that gets downloaded does not include the attached docs.

I am trying to use the Docusign Send Document action to be able to send to multiple users:  I have three questions: 1) Can I send document sets? 2) Can I send multiple documents. Perhaps in an envelope. (this is different from sending an envelope that sits on Docusign website) 3) How can I send docusign documents to multiple users? I looked at this workaround https://community.nintex.com/message/14380?q=Docusign#comments but this does not seem like a very elegant solution. Does anyone know of any recent developments in the area.3b) Can I send docusign documents to a group?  Thank you very much! 

Hello all, I've been searching for an answer to this and can't seem to find one. I have a safety checklist Nintex form on SharePoint Online. The form is comprised of questions with choice options (radio button, choose one). The options are: satisfactory, unsatisfactory, imminent danger, not applicable. I need a workflow that will crawl through all the answers on each submitted form and check for "imminent danger". If found on any question it should trigger a task for the appropriate on-site person (identified by a seperate SharePoint Online list). The task also needs to identify which column or columns were identified as "imminent danger" so they know what to fix.I've been trying to expiriment with loops with conditions with limited success. Any help would be most appreciated.

I know you can find the ID using this:How to find the WorkflowId but how can I find this with either script or code? I'm currently exporting and importing workflows with the rest api. but I'm having a hard time publishing them because I cant find their ID. /Erik

Why does the code below work on the first but not the second row? NWF$(document).ready(function() {NWF$(".BannerRequirementsClass .nf-repeater-row").each(function(index) {var BannerCodeDD = NWF$('#' + BannerCode); BannerCodeDD.change(function() {NWF$('#' + BannerQuantity).val("");NWF$('#' + BannerQuantity + " option:selected").removeAttr("selected");});});}); 

Does Nintex Workflow for Office 365 have version history for workflow development?  Is it possible to discard unpublished changes and revert to last published workflow for the designer? 

Hi Folks,All of my work is done on-prem so I am not too deep into 365. This is a bit off the normal topic but the community here is likely to have a few good answers. I am helping out  to establish SharePoint for a non-profit that has Office 365 and needs an affordable but reliable solution to backup and safeguard the content on the new SharePoint environment.I am not a farm admin but rather an SCA so I am a little out of my wheelhouse here.What are all of you folks using?Thanks and Regards,Patrick Kelligan

Hello, I have a Nintex form set up with a currency field from a SharePoint list.  If a user types a dollar sign into the field the form will submit but lose the data in the currency field.  We did add a label for people to NOT type in a dollar sign and 90% of users follow those instructions.  But I was wondering if there was a way to have validation added to that field to prevent the form from submitting if the field contains a $. Using Nintex Forms and Workflows for SharePoint Online/O365

I am trying to copy a list attachment to a document center folder and I am getting this error .  An exception occurred while processing parameter [InputFileToUpload]The current configuration is File to upload : Existing Sharepoint Content/teams/test/Lists/studyprocess/Attachments/486/this is a test.docI also tried /teams/test/Lists/studyprocess/Attachments/486/https://<<tenantname>>/teams/test/Lists/studyprocess/Attachments/486/this is a test.dochttps://<<tenantname>>/teams/test/Lists/studyprocess/Attachments/486/ Destination url : https://<<tenant>>/teams/sitea/DS/Folder Path : TestingFile Name : this is a test.docIf I use File to Upload as Content , the file is getting corrupted.Any help in this regard is appreciated

I can see Action "Office 365 add user to group" but not "Office 365 remove user from group". Please let me know how to achieve it.