Automating Documents: Stories in the Trenches (PST)
Hello,Is there a way to send a task to a Shared Mailbox in NAC? My user’s do not want individual people to receive task emails. They want just 1 email sent to a Shared Mailbox. When I do this, the link to the task brings up this error message. Is there a any way around this?
TopicAre there any known issues with Nintex DocGen and the Winter 25 Release?Instructions Currently, there are no known issues with Nintex DocGen and Salesforce Winter 25 release.If you believe you are experiencing any unforeseen issues with the Salesforce update please email support@nitnex.com with the following information and replication setps:1. Org ID:2. Login access (see instructions below):3. URL Link to Document Package:4. URL Link to test record:5. Detailed steps to replicate this issue (Button Selection):6. Permission to Clone Document/ Document Package/ Record for testing. If possible, please grant us login access for a month to ensure that we can get the solution to you as quick as possible. You can revoke our access to your org when this issue is resolved. Additionally, please let us know if we have your permission to make any changes to the document/DDP/record to troubleshoot the issue. If you need to modify or delete any records you send us, please send us updated repli
Trying to figure out a way to generate a list of all Scheduled workflows on a site collection? I know I can see all schedules on sites but trying to get a list of all across a site collection.
Updated Installation Video: Now Includes Upgrade Process We have exciting news! Our new installation video for Nintex DocGen®️ for Salesforce now includes a comprehensive guide to upgrading your existing installation. This updated video will walk you through every step, ensuring a smooth transition to the latest version while maintaining your current settings and customizations.This video is a must-watch if you want to seamlessly upgrade and install Nintex DocGen. We’ve detailed every aspect to prevent any hiccups and streamline your experience.The upgrade and install process follow the same steps. Upgrading will not overwrite your current DocGen for SalesforceThese steps will facilitate a hassle-free upgrade and installation of Nintex DocGen for Salesforce. Watch the updated video below:Install and upgrade Nintex DocGen for Salesforce Additional InformationNintex Help: Install, upgrade, or purchase Nintex DocGen for SalesforceWe hope you find this video helpful in upgrading and insta
I'm trying to find out where in the SharePoint list settings the use of K2 Smartform for New/Edit/Display actions is stored. During the migration from SP on-prem to SP online, we are overwriting, resetting these settings.I've searched the list properties and tried using PowerShell, but couldn't find anything.Does anyone know?
Hello,We want to track SLA in a workflow we designed in K2. The aim is to calculate and show that the tasks are done within a specified time interval and how much time is left. And the important thing here is that these time calculations are made according to working time. For example, if this time does not run during the lunch break or Actions need to be taken, such as stopping a task when it returns. Has anyone worked on this issue? Working time makes things a little difficult. I would like to thank those who can give their ideas in advance.
Hello all,I would like to share with you all a quick post showing how the newly released feature Nintex Forms Plugins for Office 365 new responsive forms can be used to greatly increase the power of your existing Nintex for Office 365 forms. What is a forms plugin? Form plugins are snippets of code that can be inserted into a Nintex Form like a standard control. For those of you who are well-versed in web development, they are web components. They can be built in Lit, React, and Angular. Put simply, I like to think of them as a ‘build your own forms control’ feature. They also allow for the introduction of custom Javascript code to be used in the new form, which previously was not supported.How do I make forms plugins?The first stop should always be to take a look at the Nintex Gallery. There are a number of plugins that can be used in Nintex forms. However, at the time of writing this post, some of these plugins may be specifically designed only for our cloud forms and may not work we
Hello, i have two lists in a Sharepoint Site: First list, what contract type did a user subscribe to?Second list, duration of each type of contract.What i need to do is, through NAC, i want to calculate the end date of a contract by checking if the contract type matches. So, for Paul, check the duration of the type A contract in the second list (150 days), add it to the start date of the first list and put the result in the end date. I need to automate this task for a very big list, and i’ll run this workflow only once i think to get the end date for the entirety of my list. I tried using the query a list tasks but i’m stuck and don’t know how to move forward with this task.Thanks in advance.
This one is really curly for me and had me stumped for a few weeks now. So my form has several repeating sections which are part of a larger form complex change request form. These repeating sections are labeled as ‘Tasks’ that a person would carry out as part of a change request. This would then go to the manager for approval, however the requirement is for the manager to have the ability to make changes to the data that is in the repeating tables if that person needs to. My issue is find a way to do this as when the manager received the request the repeating sections are read only. Any ideas ?p.s. the data in this form goes into a SharePoint listCheers
I have a document library in SharePoint and want to query documents metadata by a SmartObject event in a workflow. When using SmartObject Services Tester tool I am able to execute the “Get Documents Metadata” method and add a custom filter. This configuration returns the desired documents metadata.Now I want to configure this SmartObject call in Designer in a workflow event. But I really have no idea, how to apply the custom filter in Designer. Thank you.
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