Archive: Nintex for Office 365 Knowledge Articles

TopicIs there a way to view a tree view of the results of a workflow in the Office 365 version and/or are there plans to add this feature in the future if there is not already? InstructionsPresently, this is not possible, however as a workaround, add the Log to History action at multiple points of the workflow to see at what point the workflow fails/errors. Additional InformationCurrently this is not on the roadmap 

TopicWhy doesn't my Nintex Form load from the top of the form in New or Edit mode? InstructionsNintex Forms automatically puts the focus on the first interactive control.Additional InformationAn example would be a legal document with a lot of text where the first interactive control is located at the bottom of the form.  This form will always load in New and Edit mode at the bottom (where the first interactive control is located).As a workaround, put a button (of any kind) near the top of the form. The page would start there, instead of at the bottom. 

TopicIf you have removed permissions from Site level and consequently made the Nintex Workflow History list to also lose its permission, then the workflow will get suspended when using the "Terminate Workflow" action in Nintex Workflow for Office 365.  InstructionsThe minimum permission when using Nintex Workflow Office 365 need to be as follows :https://community.nintex.com/community/build-your-own/nintex-for-office-365/blog/2015/11/10/minimum-permissions-for-nintex-workflow-for-office-365This topic lists the minimum permissions required for operations with Nintex Workflow for Office 365.Operation Minimum permissions Install Nintex Workflow for Office 365 Site collection administrator Open the Nintex Workflow designer List: Full control Site: Read Site collection: Read Publish a workflow List: Full control Site: Design Run a workflow List: Contribute Site: Contribute    

TopicCan a form's control save data to it's connected SharePoint list column if Appearance > Enabled is set to 'No' or if Advanced > Control Mode is set to 'Display'? InstructionsNo, the control's Appearance requires Enabled to be set to 'Yes', and the Control Mode has to be set to 'Auto' or 'Edit' in order to save the control's data to the SharePoint list column.

TopicHow to calculate the minimum and maximum date from multiple date controls and display the value in the correct date format. InstructionsAdd a calculated value control to the form and use the below formula.Calculate maximum date:formatDate(dateAddMinutes(date(1,1,1970,0,0),max([Date control,Date control,Date Control])/1000/60), "MM/dd/yyyy")Calculate minimum date:formatDate(dateAddMinutes(date(1,1,1970,0,0),min([Date control,Date control,Date Control])/1000/60), "MM/dd/yyyy") Additional Information- The max function gets the max date but in the wrong format: Unix epoch, which is the number of milliseconds since January 1, 1970.- Divide that by 1000 to get seconds then by 60 to get minutes, then add those minutes to January 1, 1970 using the dateAddMinutes function. Change the two 0's in this function based on the timezone.- Use formatDate to get the string version of the date value.

QuestionWhat SharePoint APIs are used to execute Nintex Office365 update item permissions action? AnswerThe Nintex Office365 update item permissions action uses a couple of SharePoint API calls as described briefly below:  1. Get SP Web using CSOM (SharePoint Client Object Modal) 2. Get SP List using CSOM.Web.Lists 3. Get List Items using CSOM.List.GetItems (Items based on the configured query / CAML) 4. Inherit permission using CSOM.ResetRoleInheritance (If Inherit permissions from parent option is selected) 5. Remove existing permissions using CSOM.RoleDefinitionBindings.RemoveAll() (If Remove Existing Permission option is selected) 6. Resolve Users/Groups using CSOM.ResolvePrincipal  7. Add permissions using CSOM.RoleAssignmentCalls to endpoints 4 -7 depend on the number of users and targeted list items. Bare in mind queries are executed in batches of 150 items. Additional InformationVSTS Link:https://nintex.visualstudio.com/Nintex/_workitems/edit/123141 

QuestionIs there a size limit of a workflow when trying to publish on Office 365? AnswerThere is a file size limitation within SharePoint Online that prevents files larger than 2 MB from being sent in one call to SharePoint. Because each action within the workflow design has a different "definition weight" (meaning that a Log to History action will have a smaller impact on the workflow size than a Query List action), there is no "hard" limit on the number of actions within the workflow design. As a best practice we recommend keeping workflow designs around 100 actions. Additional InformationNintex has added a number of enhancements to address the workflow size constraints above, including advanced compression, white space removal, and monitoring to alert the workflow publisher should the design they are attempting to publish approach this limit, so they can refactor the workflow, leverage component workflows for core reusable logic or perhaps split the design out into multiple workflow

TopicNumbers retrieved from calculated columns by a workflow are being shown with more decimal points than the column is configured to show. InstructionsRound the number by calculation rather than the display setting using the ROUND() function. For example: 1/3 equals 0.3333333 . . . =ROUND(1/3, 2) equals 0.33Additional InformationNintex Workflow is retrieving the raw value of the numbers in these columns. Related LinksROUND functionhttps://support.microsoft.com/en-us/office/round-function-b5e7cff8-5e61-4172-82f6-86308e403748 

QuestionWhat URLs should be white-listed to avoid conflicts with the Nintex for Office 365 apps? AnswerThis page references the URLs and IP addresses that you may need to allowlist in your firewalls and networking devices to enable communications with Nintex cloud products. To execute workflows and services that connect to other systems, firewall rules are required to allow traffic from and to Nintex URLs and IP addresses. If firewall rules are not configured correctly, then a connection cannot be made and functionality will fail. 

TopicMinimum permissions for Nintex forms O365Operation Minimum permissions Install Nintex Forms Site collection administrator Open the Nintex Forms designer List: Full control Site: Read Site collection: Read Publish a form List: Full control Site: Contribute Open Nintex Forms in runtime Permissions for runtime varies depending on individual requirement, for example allowing a user to only view or allowing a user to add, edit, delete and view. In a standard site any of the default permission levels that best match the permission requirements can be used. For example, the following permission levels can be used: Contribute Read Important:    If you go outside the standard permission levels and grant a user custom permissions to Add and View only, the user will not be able to add files and items or use the Signature control. This limitation occurs because uploading files is performed after the list item is created, and

TopicScheduled site workflows appear to not be running, or is missing the workflow history. InstructionsTo confirm if a scheduled site workflow is running, please review the workflow history by doing the following:Navigate to Site Content > Site Workflow. Under the Site Workflow History page, click Show all workflow link.Additional InformationNintex scheduled site workflows will always run as 'SharePoint App' and consequently will not display the workflow wistory for a scheduled workflow unless you select "Show My Workflows"    

QuestionWhat are the best practices when designing workflows with Nintex Workflow for Office 365? AnswerThere are several areas to take note of when building workflows with Nintex for Office 365. Be sure to also review the Nintex Migration White Paper for migration considerations. Workflow SizeNintex recommends keeping the number of actions within a workflow design in Office 365 less than 200 actions. While business processes can range from simple notifications to complex ETL processes, there are some guidelines around workflow size that you will want to follow:There is no hard limit in the number of actions that you can add to a workflow design, however, there are hard limits on how large a workflow definition can be within SharePoint Online put in place by Microsoft. You can read more about the SharePoint workflow thresholds and boundaries here. The reason that there is no hard limit on the number of actions that can be added to a workflow design is that each action has a different "

QuestionIs it possible to provide a list of IP addresses that Nintex for Office 365 Emails use?  AnswerYes, the IP addresses are:ip4: 149.72.205.150ip4: 149.72.211.139 Additional InformationNintex now leverages SendGrid for external email send and workflow notifications. 

QuestionHow do you view a list of all workflows within a specific tenancy in the Office 365 environment?  AnswerCurrently, the only solution to view all Nintex Workflows in an O365 tenant is to utilize the Nintex Analytics (previously is Nintex Hawkeye - Inventory Lens). Please find below the details on how to get access to Nintex Analytics for existing Nintex Hawkeye users and also new Nintex Analytics users.  Nintex Analytics - FAQ Related LinksNintex Analytics Help Documentation - Quick start guide  

QuestionHow do I configure my environment to display Nintex Task forms in desktop mode when using a web browser on a mobile device? AnswerOption 1 After clicking the Task link from an email client on the mobile device to open task form, change the browser settings to PC view mode by enabling Desktop site.Option 2 Deactivate the "Mobile Browser View" feature in the Site Settings will force the desktop form to be displayed. 

QuestionAfter upgrading Nintex Mobile App, the keyboard that shows, it will not have the minus or decimal icon showing up in the keyboard  layout.As seen in the image below:  The keyboard is missing symbols for numeric characters  AnswerRegarding the issue where the keyboard of the Samsung Android Tablet is missing symbols for numeric characters ‘-‘ negative and ‘.’ decimal for the single line textbox field with data type:  Integer, Decimal and Currency.The workaround for such problem is to change the keyboard to a custom keyboard – eg  install ‘GBoard – the Google Keyboard’ App from the Play Store.When the GBoard app keyboard is enabled the same input field shows the correct symbols (negative and decimal signs, etc).This is valid solution for all Nintex Mobile App version (on Android Samsung Tablets) regardless of Android version.  

TopicWhen using Document Generation action in Nintex Workflow for Office 365, with the Table Data Repeated format, configued type as Row.The template type .pptx will create a new table for each row in the corresponding workflow collection variable, instead of creating a new row in the same table. InstructionsThis behaviour is a PowerPoint limitation in that if the template does not provide enough rows in the same table, it will create a new table. The workaround of this behaviour is to create dynamic rows when using template type .pptx. For example: If the collection variable has 5 rows, then you will need to create 6 rows in the table, with the details below: 1st row:  header 2nd row: table start tag and table column tag3rd - 5th row: empty row See Use Row as Repeated format type for the details.Additional InformationThis behaviour only occurs in a Powerpoint (.pptx) file and won't affect a Word (.docx) fileRelated Linkshttps://help.nintex.com/en-US/office365/Designer/Actions/Document

Business Intelligence:None Community Content Types:CategoryCommunity MemberSite Membership Digital Asset Content Types:None Display Template Content Types:None Document Content Types:Document Document Set Content Types:Document Set Folder Content Types:Summary Task Group Work Content Types:CirculationHolidayNew WordOfficial NoticeTimecardUsersWhat's New Notification List Content Types:AnnouncementContactEast Asia ContactIssueItemLinkMessageTaskWorkflow Task (SharePoint 2013)

QuestionWhat is the high-level Overview of Nintex Workflows for office 365 AnswerBoth Nintex Workflow 365 and Nintex Form 365 are hosted inside Microsoft Azure.When the Workflow designer page is retrieved from the Nintex servers, it is rendered within the browser. When the end user publishes the workflow, the workflow is compiled within the Nintex server, and is then published into Office 365's workflow engine.From there, the workflow is executed inside of Office 365, and will make API calls to Office 365 and external Nintex Live services where the workflow design requested those capabilities.  Related Linkssource:https://community.nintex.com/t5/Nintex-for-SharePoint/Workflow-Forms-o365-Architecture-Diagram/m-p/43916  

 Welcome to the Nintex Sign powered by Adobe experience. Nintex is happy to share that our new partnership with Adobe, allows us to give you a great Co-Onboarding experience. We will not only ensure we get you set up for success using Nintex Sign, but make sure you have all of the resources at your fingertips and a great experience doing so. Adobe Admin Portal:Walks you through all Admin Settings: Admin Training Video How to create an Adobe template in Adobe Admin center: Create a Template How to Edit/Delete and existing Adobe Template: Edit/Delete a Template Documents with Large amounts of fields to be filled by signer: Text Tagging Guide NintexSign Reporting: Reporting Tutorials page: Tutorials Homepage Nintex Workflow Cloud: How To: Getting Started with Nintex Sign powered by Adobe How To: Configure NintexSign Connection  Nintex for Office 365:Add and configure: Nintex Sign powered by Adobe Action Nintex for SharePoint:SharePoint 2019: How To Information SharePoint 2016: How To Info

QuestionIs there a way to connect the Signature control to a list column in Nintex Form for Office 365? AnswerNo, the Signature control does not need to be connected to a list column. 

QuestionIs the task forms functionality available in the Nintex Mobile app for Office 365? AnswerYes, this feature is now available for Office 365.The below community article has steps on how to achieve thishttps://community.nintex.com/t5/Community-News/What-s-New-Mobile-Tasks-for-Office-365/ba-p/94367 Related LinksNintex Mobile Apps - FAQs 

QuestionWhat User Profile properties can be used with the "Office 365 Query User Profile" action? AnswerThe User Profile properties in SharePoint Online and how to reference them in the Office 365 Query User Profile action are as follows: User Profile Property Reference Example Output User Name UserName john.allardice@aero-corp.com Account Name AccountName i:0#.f|membership|john.allardice@aero-corp.com Claim User Identifier SPS-ClaimID john.allardice@aero-corp.com User Principal Name SPS-UserPrincipalName john.allardice@aero-corp.com Name PreferredName John Allardice Work phone WorkPhone (123) 456-7890 Work email WorkEmail john.allardice@aero-corp.com SIP Address SPS-SIPAddress sip:allardice.j@sip-provider.net Office Office Seattle Title Title Eng

QuestionWhen a site content type with a custom template in added to a library and set as default, once the item is created in the list the workflow creates a document in a document library using the Create List Item action. All configured properties are properly copied over but the custom template applied to the content type was not used. Why is the workflow not using the template from the content type? AnswerIn O365 the Create List Item action doesn't use custom templates even if that is the default template for the content type.  With Create List Item being a SharePoint Designer 2013 action, this is a limitation of the Workflow Manager. 

QuestionWhat is the comparison of workflow actions between Nintex for SharePoint On-Prem and Nintex for Office 365? Answer Actions which map to an equivalent in O365 (note: not all parameters will have an equivalent so actions may not map directly)   On Prem O365  Action set  Action set  Add user to AD group  Office 365 add user to security group  Assign Flexi task  Start a task process  Assign to-do task  Assign a task  Build string  Build string  Calculate date  Add time to date  Change state  Set next state  Check in item  Check in item  Check out item  Check out item  Collection operation  Add item to collection  Collection operation  Check if item exists in collection  Collection operation  Count items in collection  Collection operation  Get item from collection  Collecti