Archive: Nintex for Office 365 Knowledge Articles

TopicHow to get workflow status in Nintex Workflow for Office 365? InstructionsUse 'Set Workflow Status' action to set the the workflow status. Help file: https://help.nintex.com/en-US/o365/#o365/O365WorkFlow/WorkflowActions-STD/SetWorkflowStatus.htm 

TopicHow to get the Display Name instead of the Login ID for the "Manager" property using "userProfileLookup" runtime in Nintex Form for Office 365  InstructionsUse the following runtime function:    userProfileLookup(replace(userProfileLookup("Employee Email", "Manager"), "i:0#.f\|membership\|", ""), "PreferredName") 

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

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 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 

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 reference SharePoint Calculated Columns in a Nintex Form. InstructionsIt is not possible to reference the SharePoint Column. As a workaround, utilize a Calculated control, and then store the value within its own column. For example, to utilize the SharePoint column, have it equal the value of the storage column. 

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  

TOPICHow to remove Nintex Workflow for Office 365 or Nintex Forms for Office 365 apps from a SharePoint Online site.INSTRUCTIONSAccess Site Contents of the site where you wish to remove the app. If in New View Mode, click the "Return to classic SharePoint" link at the bottom left of the page.  Locate the Nintex Workflow for Office 365 or Nintex Forms for Office 365 app.  Hover over the app with the cursor and select the "..." in the top right corner.  In the pop-up window, select the "...", and then click "Remove". Wait until the app is fully removed from the site.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. 

QuestionDoes a 30 day trial for Nintex Forms and Workflow include the whole Office 365 Tenant or 30 days for each site collection? AnswerThe trial features and license keys can be used across an entire tenant. Related LinksNintex Free Trialshttps://www.nintex.com/trial 

QUESTIONWhat is the process of notifying the customer of an expiring O365 license?ANSWERAs a subscription expiry approaches, a number of communications, prompts, and warnings are displayed as outlined below: 60 days prior to your subscription expiryThe primary contact is notified that the subscription is due to expire in 60 days. 30 days to your subscription expiryAll registered contacts are notified that the subscription is due to expire in 30 days. Nintex Workflow for Office 365: Visual prompts are added to the Nintex Workflow designer. Workflow history records are added stating that the subscription is due to expire. Nintex continues to notify all registered contacts of the upcoming expiry at regular intervals over the 30 day period. At subscription expiry:Once a subscription has expired, you will no longer be able to save or publish workflows through the Nintex Workflow designer or forms through the Nintex Forms designer. Any existing workflows that are published will enter a suspe

TopicHow to start a Component Workflow via a HTTPS API endpoint capable service or application.  InstructionsYou can start a component workflow using HTTPS-capable application, by sending an HTTPS Post request, the external application that starts the Component Workflow must provide the start variables defined by the Component workflow.Component workflows enable you to Reuse and share workflows. Hide technical complexity e.g. web services. Separate processes for security reasons. Implement consistency e.g. for approval processes. You can start your Component workflow from any service or application that can: Make POST calls to HTTPS endpoints. Send a request payload in the body with a content-type of application/JSON. To Start your Component workflow from another service or applicationConfigure your application to make a POST request to the Component workflow URL.Component workflows are built at the Site Workflow level. First navigate to Site Contents To access th

TopicHow to set a workflow variable as a hyperlink in the label of Nintex Task Form for Office 365? InstructionsCreate a workflow variable with the data type Text. Drag and drop an action "Set Workflow Variable" and configure the workflow variable with the HTML script value. Here is the sample on how to configure of the value, the sample is a link to the Nintex website : <a href="https://www.nintex.com/" target="_blank">The text for the label</a> . It has to be full URL including https:// or http://. Drag and drop a Task action. Open the Nintex Task Form designer.  Drag and drop a Label control and open the Label control setting.  Insert the workflow variable into Label control. 

TOPICHow to use utilize Nintex Forms for Office 365 and Nintex Mobile to add signatures to a form.INSTRUCTIONSFor using the Nintex Mobile App for capturing a signature, see Sign Your Name Across My Heart For extending the ability to sign forms from Nintex Mobile to the Nintex Forms for Office 365 App, See Extending Nintex Mobile Signature control to desktop/browserADDITIONAL INFORMATIONRELATED LINKS

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 do Task Delegation in the Nintex Workflow for Office 365? InstructionsUse the Task Escalation as the way to configure Task Delegation in the Nintex Workflow for Office 365.  The functionality is available in the Assign a Task action and the Start a Task Process action, under section "Escalate or auto-complete" Related LinksHow to configure Escalate and auto-complete options on Office 365Task Escalation comes to Office 365Task Delegation Workaround in Nintex Workflow for Office 365 VideoTask Delegation Workaround in Nintex Workflow for Office 365 Archived blog.

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

TOPICHow to Get Actionable Messages to work.INSTRUCTIONSPrerequisiteThe recipient of the task must be an Office 365 customer with permissions for the SharePoint online site. Additionally, they must use one of the following supported versions of Microsoft Outlook: Outlook Web Access Outlook for 2016: Version 17.10 (Build 8201.1000) or higher If the Office 365 customer opens the email in a program that is not a supported version of Microsoft Outlook, they will receive a standard LazyApproval email and not an Actionable Message.   Actionable Message configurationActionable Messages can be included in task emails sent by the actions Assign a task and Start a task process (LazyApproval must be enabled).Example configuration: Actionable MessagesIn this walkthrough, you’ll include an Actionable Message with the message body of your task emails. From the workflow designer, open the workflow you want. Drag and drop the Assign a task action to a drop zone in the design canvas. Double-click

Topic Creating connections in Office 365 for use in Nintex Workflows Instructions Shared Connection:Open the Nintex Workflow for Office 365 app Navigate to Site Contents > Nintex Workflow for Office 365 or directly from a your list by clicking the Nintex Workflow button in the ribbon. Select 'Connections' Click 'Create New Shared Connection' The drop-down menu will present many options for connection types. Reference the 'Connection types and Connector actions' section of Connections to identify which connection type is needed.  Personal Connection:In the Nintex Workflow Designer, open the configuration for an action that utilizes a connection. In the ‘Connection’ drop-down menu, select ‘+ Create New Personal Connection’ Note: The instructions for both connection types are the same from this point forward. Enter the Connection Name and Tenant URL. Click ‘Connect’ Enter the credentials that the connection will use. The permissions requirements for each connection type are specified

Topic When using the Exchange Online Create Calendar Item action, the item is not being created at the desired time on the calendar. The default value is Coordinated Universal Time (UTC). Instructions Open the configuration for the Exchange Online Create Calendar Item actionLocate the 'Time zone' settingSelect the desired time zone from the dropdown menu.     Related Links https://help.nintex.com/en-US/office365/Designer/Actions/ExchangeOnlineCreateCalendarItem.htm 

TopicHow to create a SharePoint Group in Office 365 environment, and then use that group as a "Participant" in a Task action.   InstructionsGo to Site Setting > People and Group. Add New Group. After the group is created, click Add New User to add member of the Group. 

TopicHow can you cancel a workflow that is currently in progress or in an error state? InstructionsOption 1To cancel a workflow in progress, you must be the person who started the workflow or have the Manage Lists permission. If the list or library that contains the item for which you want to terminate a workflow is not already open, click its name on the Quick Launch. If the name of your list or library does not appear, click View All Site Content, and then click the name of your list or library. Point to the document or item involved in the workflow, click the arrow that appears, and then click Workflows. Under Running Workflows, click the name of the workflow you want. Under Workflow Information, click Cancel this workflow. Click Yes.  Option 2You must have the Manage Lists permission to terminate a workflow. If the list or library that contains the item for which you want to terminate a workflow is not already open, click its name on the Quick Launch. If the name of your li

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. 

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