Nintex Automation Cloud

FORUM POSTS AND DISCUSSIONS

  • 1,069 Topics
  • 3,348 Replies

1069 Topics

DavidAD
DavidADScholar
asked in Nintex Automation Cloud

Capturing user data from an embedded form

I’m designing a form that I would like to embed on a page in SharePoint, rather than provide a link to it. But to embed a form in NAC, you have to give form access to “anyone with the form URL.” Obviously this is primarily intended for public forms where you don’t have any user data unless you explicitly ask for it on the form. I’m trying to avoid having to ask for any user data because the form will be for internal use only, accessed only by authenticated users.I was trying to rig up a way to go and grab the user data from the NAC instance, something like this:On the form, use the newGuidAsString function to generate a unique identifier. Use that unique identifier to Set instance name in the workflow. Somehow find that single instance in NAC and grab the user data from it.I thought maybe the Get workflow instances function would do the trick, but you can’t set conditions in it (such as “when NAC instance name = unique identifier”) and it doesn’t seem to capture user data anyway.I’m gu

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1 hour ago
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PabloLApprentice
asked in Nintex Automation Cloud

Workflow designer - unwanted shortcuts

I noticed sometimes in workflow designer for the Nintex Cloud it sometimes does some unwanted things, as if there is some shortcuts that I don’t want. When I click the mouse on the actions and then click on another spot in some combination, it flips those 2 actions around. And in some case, I think it deletes the action. I don’t know exactly which combination of clicks does what, but I don’t want it. And there is no “undo” button when it happens. It can really mess up my workflow. Does anyone know if these are “shortcuts” that Nintex designed and how to disable them? 

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8 hours ago
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ezMarkCNovice
asked in Nintex Automation Cloud

Zendesk in Workflows - Can we set the requestor?

While Im not new to Nintex, I am new to using Zendesk with it. I am trying to get to some fields in order to recreate Zendesk ticket builds and get our team out of Zapier. Im noticing that some Zendesk fields that they are hitting in Zapier are not available in the Nintex Zendesk Action but the most confusing is the ‘Requestor’ field. I am trying to make sure that I submit the form and create the ticket based on the request coming from that user and not the user who authorized the Zendesk connector.Any Zendesk/Nintex pros around to help me out?

0
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12 hours ago
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NathaRookie
asked in Nintex Automation Cloud

Edit Repeater in 2nd stage.

Hi All,We have a request in Travel workflow where user submits request with repeating section(details like location, from , to)  and in 2nd stage Travel Approval Team adds cost for the same repeating section line. I have tried but it doesn’t work as cost is not editable and not able to add cost field in repeating section. Is there any work around which I am not aware? Thanks

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16 hours ago
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NathaRookie
asked in Nintex Automation Cloud

Dynamic Workflow Name

Hi All,We have a request where the Workflow Name should be dynamic, and the name should be one of the values from a field.I’ll try to explain in detail.The workflow starts as a component workflow once a new entry is added in the database, which we store in variables such as OrderID, OrderDate, CustomerName, etc., and the workflow starts. We receive 50+ entries in the database, so 50 workflows start. Can we name the workflow as OrderID or Customer Name so users can identify which workflow to work on based on the name? Please let me know if you require further more details. Thanks

4
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18 hours ago
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thomaslarkin
asked in Nintex Automation Cloud

User management NWC

Hi, Just looking to get some information around how to manage users and authenitcation.  I have read the instructions on how configure the identity foundation for SAML and Azure AD Configure single sign-on with Azure Active Directory (nintex.com) but just wanting to clarify what the difference is?  And does this change how user management is maintained.  The scenario i am trying to address is how to onboard new users from our enterprise into the system - we have over 10000 users in our AD and i want each one to be a NWC user so that they are authenticated when logging in but having to manually add each person individually would be a mammoth task (something for RPA i am sure).  We currently have SAML setup but each user requires to be added, would that be different using Azure AD as the identity foundation?

2
alexviera
1 day ago
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brandiwoodsonCommunicator
asked in Nintex Automation Cloud

Nintex Workflow Cloud API v2 - Broken Connector in Gallery

FYI - We have been using this connector now for well over a year. It is no longer working and Data sources using this connector will no longer submit. Nintex Gallery - Nintex Workflow Cloud API v2 Here is what happens when you attempt to submit a start event form using the operation for get published workflows. I reinstalled the xtension and created a test form and it will not let me submit. We were using this one because the OOB one that is available in the system has a limit of 100.  Can someone please resolve this connector issue and find out why it stopped working?

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1 day ago
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mjliuScholar
asked in Nintex Automation Cloud

Instance started and failed with "[WorkflowExecution.Parsing.Internal] Failed to parse workflow."

Hi i have a workflow failed with “[WorkflowExecution.Parsing.Internal] Failed to parse workflow.” immediately after it started. The workflow worked well two weeks ago and i did not make any changes since then. This is the first time i am seeing this error. The instance activity is showing “Retrieving data. Check back in a few minutes.” with no details. Can anyone please help? Thanks!! 

2
M
1 day ago
seanobryant65
seanobryant65Rookie
asked in Nintex Automation Cloud

Adding a new user who is not a member of my Azure AD SSO

We are working with Nintex support on migrating and upgrading over 100 Nintex for Sharepoint 2013 workflows into Automation Cloud.  My Automation Cloud tenant is set up with SSO authenticating to my organizations Azure tenant.  I have been trying to add the Nintex support tech(s) as users in Automation Cloud, however their email does not match my organization tenant.  I’ve tried to add them as guest accounts in my tenant, however guest accounts get a different @XXXXXXX.XXX account. Which also does not match the domain set up in Automation Cloud. So, I am looking for any ideas or help with this.  Is there someone who has done this and can shed some light on how to get it done?

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2 days ago
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SeanCRookie
asked in Nintex Automation Cloud

Can you hide a NAC task form page based on a workflow variable's value?

I hope you can help me with this. I have a form (a task form) that is being used for two different groups of people. The form has pages and one page is only applicable to one group. Is it possible to build a form rule that hides a page, depending on a variable value? I have hidden the groups and controls on the page in question, but it still shows the (empty) page, which I do not want.I hope this is possible, if not, I’m going to have more than one task and form, and the maintenance of both.

4
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2 days ago
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brandiwoodsonCommunicator
asked in Nintex Automation Cloud

How do you add a user to a yammer community?

Wondering how to add a user to yammer? Will adding/removing users be added to this connector in the future? Also, will it be renamed to Viva Engage?

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3 days ago
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csergent7Rookie
asked in Nintex Automation Cloud

Getting Individual Record ID From Workflow

I am trying to get the ID of a newly created list item stored in a list with SharePoint Online. I have been able to get the first item, or the last items, or all of the items, but I just need the ID of the item that is created when the SharePoint Online list adds the ID. I also need to be able for more than one user to go in to complete forms and get the related ID to the form. Users may possibly be submitting forms simultaneously. I used a loop, but it’s only acquiring the last item. What do I need to do, to get the created SP Online ID field value, based on the related form that was completed?  

2
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3 days ago
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wejdanRookie
asked in Nintex Automation Cloud

Numbers validations

How I can return a number with decimal places format for value comes from API. it comes as shown below,I need it to be as 184,805.65

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Chris_Ben
4 days ago
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AshMaRookie
asked in Nintex Automation Cloud

Permission Management in Nintex Automation Cloud

I am facing the following issue.Recently starting to migrate to NAC, while using on-premise workflow the permissions are inherited from parent and the workflow would run using the requester’s level of access and assign tasks to approvers with no issue. But now in Nintex Automation Cloud, i see issue when anyone create a list item and there is a NAC flow running upon create list item. I get error message on the instance as “[Task.FailureInitiatingTask] Failed to initiate task”. Then i would go to the user management and assign participant role to the user who is about to get the task for approval. It would then fix it. But send an email to the approver when i add to create account in NAC and password everything. Do i need to add all the users who will be part of workflows in the user management? or am i missing something here. It will be a headache to maintain these users and also manage when anyone leave the company.

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4 days ago
A
Alaa MoussaRookie
asked in Nintex Automation Cloud

Automatically calculated field

I have leave start date , leave end date and duration fields I want the duration field to be automatically calculated from start and end fileds like this (leave end date- leave start date)+1 how can i do this?

2
MillaZ
4 days ago
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BJHutchisonRookie
asked in Nintex Automation Cloud

[WorkflowExecution.Parsing.Internal] Failed to parse workflow.

Hi Team, I have a form where an applicant can select one of 3 choices (the radio button is called rbExpenditureChoice). Each choice leads to a different branch in the workflow.Form radio buttonBranching action by valueHowever, when I go to test the workflow, I keep getting an error.Workflow failureI have disabled this branch by value action, and the rest of the workflow works, but as soon as I enable the branching action, it keeps failing.Any advice is appreciated. Cheers,Benjamin.  

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Deon
5 days ago
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millerloRookie
asked in Nintex Automation Cloud

Sharepoint item submission get only updated columns after start event

Nintex Workflow Cloud, when an item has been submitted, there is the 'Start Event' variable. Is there a way to get only the items that have been added or modified after the 'Start Event'? Would like to add only those items to a log file at the end of the workflow prior to completion so we can view only what was changed.  I have tried using the "Query a list", but only getting 'True' or 'False' and would like to get the actual column name with the changed or added item, if that is possible.Sorry if this sounds confusing. 

3
Garrett
6 days ago
DavidAD
DavidADScholar
asked in Nintex Automation Cloud

Form plugins - workflow comments

I have downloaded the Workflow comments plugin but I can't seem to add it to my tenant. First, the instructions say to “Import the plugin and use the Element name: wf-comments.” I guess I’m not understanding how to import the plugin, nor which JavaScript file I’m supposed to upload. When I downloaded the plugin and extracted the files, there are two folders - _MACOSX and workflowcomments - each of which contains five JavaScript files. I assumed I would use the file called workflow-comments (in the workflowcomments folder), so I tried uploading it and using the Element name as described. But I get the error “Failed to load the plugin definition.” In fact, I get this message regardless of which JS file I try to upload.I have also tried copying the JS files into a SharePoint folder and using the URLs. Same error message.I have successfully imported other plugins to my tenant. What am I doing wrong with this one?

6
Dan_Stoll
8 days ago
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SeeDeeNintex Employee
posted in Nintex Automation Cloud

NAC Form Plugins

Greetings, members of the community! As a member of the product team at Nintex, I am currently dedicated to NAC forms. My main objective is to gain insights into the adoption of our plugin. Specifically, I'm interested in understanding who is using NAC form plugins and in what ways they are utilizing them. Do you have any specific feedback for improving the capability?

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8 days ago
A
AshMaRookie
asked in Nintex Automation Cloud

How to Query a list and get the corresponding column value in Nintex workflow cloud

Hi All, I wanted to assign a flexi task whenever a calendar event is filled in sharepoint online.I am a first time user of NAC and i am trying to send approval email to manager whenever people are going for vacation. But we have multiple locations and multiple managers, so i have created a master list and adding lookup in the calendar list so i can use query a list action just like in on premise to match the ID’s and get the manager value from the master list and assign the task.when i query i am not getting the lookup values of the list i am starting the workflow to match to the master list, it should be easy right?But i am finding it very hard to achieve this simple task in Nintex Automation cloud, any help is appreciated.  

4
A
8 days ago
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JimOwRookie
asked in Nintex Automation Cloud

How to keep line breaks in NWC task assignments

Hi guys,We are using an internal API to call Nintex and assign tasks. We will be passing it several blocks of text and I would like to somehow format it correctly into the task emails. A basic element is creating a line break, but I cannot get it to work. The number of items in the list can change each time, some runs it wont have a list at all.Step 1. Create a string with line breaks.Step 2. Looks okay in the Instance details. Step 3. Email arrives and the formatting is gone, and it’s all one sentence.Is there any steps I am missing to achieve this? Thank you!

2
J
9 days ago
DavidAD
DavidADScholar
asked in Nintex Automation Cloud

Nintex JS-Insert plugin not available in the design palette

I submitted a comment on the NAC Form Plugins topic, but it’s a relatively long thread and my comment is kind of “buried” at the bottom, and I haven’t received any replies. So I thought I’d start a new topic.A couple of months ago I downloaded the JS-Insert plugin and it seems to have been successfully installed in my tenant, but it is not available on the form design palette. This is what I see:I’ve tried both hovering over and clicking the warning icon, but nothing happens. Any explanation for this icon and the unavailability of the plugin? 

4
DavidAD
10 days ago
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wejdanRookie
asked in Nintex Automation Cloud

Rule based

Hello, How I can make a decision if the customer balance greater than the limit or order amount greater than the same limit choose escalate, based on the lsmaller amount and he can approve either one of them is fales but if the 2 is true he cant approve 

2
MillaZ
10 days ago
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SShaffer2Rookie
asked in Nintex Automation Cloud

Reminder, Reminder Subsequent, and Escalations for Tasks

Apologies if this is covered somewhere else, but I was not able to find it. In NAC Tasks, I am trying to understand the difference between “Reminders After”, “Subsequent Reminders” and Escalation after (Calculate Date).(For purposes of this question, let’s say all reminders are in “Days”, and it will be based on the current date.)Is [Subsequent Reminders] the number of days after the initial reminder?  Or is [Subsequent Reminders] the number of days that the reminder will be sent out for? So, if I want the first reminder to go out in 3 days, and I want 4 subsequent reminders (every day), and I want it to be escalated “after’ the 5th reminderFor example:[Current Date] - January 1, 2024 Send out Reminders on 1/ 4, 1/5, 1/6, 1/7 Escalate on 1/8For the above example, would this be my configuration: Reminders After - 3  Subsequent Reminders - 4 Escalated After (calculate date) - 5 - ([Current Date + 5 Days])Thanks!

4
S
11 days ago
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bmat1962Novice
posted in Nintex Automation Cloud

Updating List After Assign Multiple Assignee Task

I have a workflow in NWC.  There is a "Assign Task to Multiple Users" which uses a form.  Once that form is filled out by whoever first gets to it, I want to update a Sharepoint List with the new information.  I've done this in the past but what was used in the past and works, isn't the same as it is today and I can't figure out how to make it work.  Can someone please help.  Let me  know if you need more information.  Thank you in advance.

6
DavidAD
14 days ago

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