Archive: Nintex for Office 365 Knowledge Articles

TopicHow do I configure my environment to display Nintex Task forms in desktop mode when using a web browser on a mobile device? InstructionsOption 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. 

TopicThe parameter Scope = 'RecursiveAll' cannot be used in a CAML query to seach through all folders when using the O365 Query List action. InstructionsTick the include subfolders check box in the action configuration to achieve this functionality. 

QUESTIONWhat web browsers are compatible with Nintex Forms?ANSWERNintex Forms for SharePoint (2010, 2013, and 2016)Design TimeTo design Nintex Forms, we recommend you are using Internet Explorer 10 or above. You can design forms in Internet Explorer 8 and above, however there may be limited functionality.RuntimeTo view and complete a Nintex Form, we support the following browsers:Nintex Forms 2013 and 2016Microsoft Edge (latest version) Google Chrome (latest version) Mozilla Firefox (latest version) Apple Safari (latest version)Nintex Forms 2010Google Chrome (latest version) Mozilla Firefox (latest version)Supported but with limitationsApple Safari (latest version)Nintex Forms for Office 365Design TimeWe recommend using Internet Explorer 10 and above. Though we also support the latest versions of FireFox and Chrome.RuntimeTo view and complete a Nintex Form, we support the following browsers:Google Chrome on Windows (Latest Version) Mozilla Firefox on Windows (Latest Version) Safari on

Topic Defining allowed file types in the Attachment or File Upload control in Nintex Forms for Office 365. Instructions Classic and Responsive Forms:1. Open the configuration for the Attachment control.2. Under 'Validation', locate the 'Allowed file formats'.3. Add the desired file types in the (place each on a separate line).Example:xlsmpdfdocx4. Save the configuration. New Responsive Forms:1. Open the configuration for the File Upload control.2. Under 'Accepted file types', check the box for 'Custom'.3. Add the desired file types in the 'Define custom file types' field.Example:xlsm, pdf, docx4. Configuration automatically saves. Related Links https://help.nintex.com/en-US/office365/Forms/ResponsiveClassicForms/FormControls/ListAttachmentControl.htm https://help.nintex.com/en-US/office365/Designer/FormControls/FileUpload.htm

TopicIn the unfortunate event where a Nintex Form has somehow become corrupted, you can use this guide to either delete the form from the list manually or recover the form saved at the content type level. Please Note: A deleted form cannot be restored. InstructionsFinding your saved form in the NintexFormXML folder:Unfortunately, the names of the files stored in the NintexFormXML are not particularly user friendly. In the event you need to find an orphaned form in the NintexFormXML hidden repository, how do you determine which form is the form you published? To start, each file in the NintexFormXML hidden library is created using the following format: ContentTypeGUID_listGUIDYou can find the content type GUID and the list GUID which may be difficult for some or you can simply review the below methods to find the form file that is being stored in the repository for the list in question.Method #1 Use the Content type URLNavigate to the content type the form is published to in the list us

TopicHow to apply a validation rule for the item properties in a Nintex Task Form for Office 365. InstructionsClick "Edit Task Form" from a Task action. Drag and drop a new control from the "Form control" on the left side of a Nintex Task Form Designer. Modify the control setting by connecting the control to the List item as desired. For more information, see Connecting controls to fields. Add a rule or validation for the new control added in step 2.  Repeat steps 2 through 4 as necessary. Additional InformationBy default, a Nintex Task Form has generated the list item properties as a View purpose only. The rules and validation will not applicable to this default list item properties. 

TOPICWith the introduction of Responsive forms to Nintex Forms for O365 the Rules functionality was also updated.Responsive forms does not allow custom javascript or CSS.  Our customers were using Javascript predominantly to auto-populate controls on a form.With the Rules update there is now a Set Value option as well as the usual Disable,Hide,Validate options.   This option can be used to auto-populate a Single Lines of Text control ONLY.INSTRUCTIONSExample1. Create a list in O3652. Open the Nintex Forms Designer3. Add a choice control onto the canvas. And configure it with the Options Boy,Girl and name it Gender4. Select the default "Title" Single Lines Of Text control and click Add Rule from the ribbon.5. In the Rules paneRule Name = Boy When = equals(Gender,"Boy") Then = Set Value Value = "Shorts"Add another rule and configure it as below.Rule Name = Girl When = equals(Gender,"Girl") Then = Set Value Value = "Dress"6. Publish the form. When you select a choice either Boy or Girl th

TOPICWhen populating a SharePoint list or library Lookup column configured to "Allow multiple values" it is not as simple as just passing semicolon delimited values using the 'Office 365 Create List Item or Document Set' action.INSTRUCTIONSThe Lookup column needs to be populated by inputting the item ID of the item on the list that is being looked up and not its value. Add the action 'Office 365 Create List Item or Document Set' onto a pearl in Nintex workflow Designer Double-click the action to configure it. Specify all mandatory fields as per the help file instruction. See Related Links below. From the 'Fields' section, choose 'Builder' and then 'Add Field'. Configure the 'Field' field with the name of the lookup column that needs populating. Choose 'Lookup' from the 'Type' drop-down menu. In the 'Value' field specify the values with the ID's from the list that is being looked up separated by semicolons. For example: 1;3;6;14ADDITIONAL INFORMATIONObtaining the Item ID's from the list

TopicHow to extract the seconds from a Date and Time property value. InstructionsUse the "Extract Substring from Start of String" action in the workflow to extract the value you need from the Date and Time item property and store this in a workflow variable. For more information on how to use the action, see the link below.Help Guide Link 

TopicAdding the current item's URL, within a Document Library using Nintex Workflow for Office 365. InstructionsFrom the right side of the action configuration in Nintex Workflow Designer, go to the Item Properties section then double click the Encoded Absolute URL.  

TopicWhen using a Query List action in Nintex Workflow Office 365, how to separate the results for each column and extract the result,into a single value using the Get Item Collection?  InstructionsChoose the 'Output Type' in the 'Query List' action as a 'Separate output per column'. Related LinksHelp file: Query List 

QUESTIONIs it possible to revert to a previous design version of a Nintex workflow or form on the Office 365 platform?ANSWERThis is not a feature of Nintex Workflow or Nintex Forms for Office 365, due to the architecture of SharePoint Online. Currently, the only way to revert to a previous version of either a workflow or form design, is to import a locally archived version of the workflow/form. Join the conversation on Version Control in the Nintex Product Feedback Site.ADDITIONAL INFORMATIONRELATED LINKS

TopicUsing Nintex Forms for Office 365 the attachment field can be made compulsory. InstructionsOpen the Nintex Form in the Nintex Form designer.Click on the attachments control, then click on control settings to open the settings page.Using the "minimum attachments" section : set the value to larger than zero. that will force the user to add attachment(s). Related Linkshttps://community.nintex.com/thread/14851-make-attachments-required-on-conditioni 

QUESTIONWhat are the minimum permissions for Nintex Workflow and Nintex Forms for Office 365?ANSWERTo install Nintex Workflow for Office 365, the user account will need to have at least Site Collection Administrator permissions.  To open the Nintex Workflow designer for Office 365, the user account will need to have at least:Full Control permissions for the list; Read permissions for the site; Read permissions for the site collection.To publish an Office 365 Nintex Workflow, the user account will need to have at least:Full Control permissions for the list; Design permissions for the site.To run an Office 365 Nintex Workflow, the user account will need to have at least:Contribute permissions for the list; Contribute permissions for the site. To install Nintex Forms for Office 365, the user account will need to have the following permissions:Site Collection Administrator.To open the Nintex Forms designer for Office 365, the user account will need to have the following permissions:Full Co

TopicShareGate Troubleshooting steps for Office 365 Instructions1. Confirm that they have requested their API keys from the help page below.https://help.nintex.com/en-US/sdks/sdko365/#Walkthroughs/WK_Prc_0365_GetAPIKeyURL.htm%3FTocPath%3DNintex%2520Office%2520365%2520API%7CUsing%2520the%2520Office%2520365%2520API%2520for%2520Workflows%2520and%2520Forms%7C_____32.  Check if the Domain  is valid by using a nslookup in the command prompt. The URL to check is the tenant name with .nintexo365.com attached at the end.      Ex. nintexo365support01.nintexo365.com3. If it is a non existent domain, have the customer try the following below to see if one can be generated.    1. First navigate to Site Contents in site and then click on the  Nintex Workflow for Office 365.  App that will start the Workflow inventory to create a “Site” workflow.   2. Create a Site Workflow: Just Add “Log History” action.   3. Click on Workflow Settings in the ribbon:   4.  Put any Name for the WF : like “SiteWF” and

QUESTIONIs it possible to open Nintex Forms using the SharePoint mobile app or OneDrive for Business mobile app?ANSWERNo, these will open default SharePoint forms.  The only way to open mobile Nintex Forms is either through the Nintex Mobile App, or a standard mobile browser.ADDITIONAL INFORMATIONRELATED LINKS

TopicHow to skip the start page when manually starting a workflow. InstructionsOpen Nintex Workflow Designer. From the ribbon, click on Workflow Settings. Scroll down to Start Form, select Custom and then clear the URL field. Publish the workflow. 

TopicHow to move workflows between development, test and production environments in Office 365. InstructionsExport the workflow from the test or development site using Nintex Workflow Designer "Export". Import the workflow to the production site using Nintex Workflow Designer "Import". 

TopicConfiguring a control on a Nintex Responsive form as Appearance > Visible > "No" puts a "Hidden" message across the control in the Nintex Forms designer and causes the control to not populate it's default value or calculated data. InstructionsThe correct way to achieve the functionality of hiding a control that dynamically populates is to either use a hide rule on the control. Additional InformationThis functionality secures the metadata in the control from being changed in any way.Due to this functionality if you try to hide a control that populates dynamically like a Calculated value control or a single line of text control with a reference the data will not calculate.  

TopicHow to find where Nintex workflows are being used in Office 365. InstructionsWorkflows can be identified using the Nintex Process Intelligence tool (Hawkeye), which will review your tenant and identify where workflows are published.Nintex Process Intelligence can be accessed via https://www.hawkeyecloud.com/ 

TopicDue to there being no versioning for Nintex Workflows for O365 as there is with Nintex for SharePoint on-premise Workflows can not be restored to a previous version.Versioning is available for Nintex Forms for O365. InstructionsWhen you want to save a version of a Workflow either save or publish the workflow.From the Workflow designer export the workflow and save it to a location and name the file appropriatelyWhen you need to revert to the older version of the Workflow open the Nintex Workflow designer and import the Workflow.Versioning for Nintex forms for O365 is automatically switched on.To restore a Form navigate to https://<TenantName>/Site/NintexFormsFind the form that needs to be restored to a previous version and right click on it or click on the ellipse.  Navigate to Version History.  A dialog will appear with the previous versions.  Select the appropriate version and this will now be the published form. 

TopicUnable to delete a workflow or uninstalling Nintex apps from Sharepoint Online site  InstructionsCheck if 'Preservation Policy' is enabled on the site. If it is enabled, disable it and then delete the workflow / app.The policy can be enabled back after deleting the app or workflow.  

TopicHow to open the return type dialog box to choose email format type in Nintex Workflow for Office 365? InstructionsAdd a variable or value that need to be assigned.  Find the "x" symbol on the right side of the Fields.  Click the "x" symbol to open the return type dialog.  Choose the format for the value as desired. Related LinksSelect return type dialog box 

TopicHow to do hide the dialog text and disable window pop-up when I create new list items with Nintex Forms for Office 365? InstructionsTo hide the dialog text and window pop-up, you can take the following steps: - visit the list - list settings on ribbon - advance settings - scroll down to 'Dialogs': 'Launch forms in a dialog?' change to No 

TopicHow to setup Nintex Workflow error alerts on SharePoint Online. InstructionsThis is a  workaround that can assist you in setting up workflow error notifications on Nintex Workflow for Office 365 whenever a workflow gets Suspended.Full steps and video in the following Nintex Community link:https://community.nintex.com/docs/DOC-6580-parsing-nintex-forms-repeating-section-solution-o365  Related Linkshttps://community.nintex.com/docs/DOC-6580-parsing-nintex-forms-repeating-section-solution-o365