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All Places > Getting Started > Blog > 2017 > November
2017

 

Nintex Products used for customer: 

  • Nintex Form 
  • Nintex Workflow 
  • Power BI reports backed by Nintex Form. 

 

 


BUSINESS SITUATION:

Before using the Nintex Workflow Platform, Customer’s HUMAN RESOURCES uses MANUAL PROCESSES to track EMPLOYEE MANPOWER, DEMOGRAPHY, DIVERSITY and LEARNING & DEVELOPMENT for their regional Human Resources departments. As a result, they were OVERWHELMED WITH EMAILS and the overall human resource department BUSINESS PRODUCTIVITY WAS IMPACTED SIGNIFICANTLY.     

SOLUTION:

With the use of Office 365 and Nintex Workflow & Nintex Forms, Nintex Partner helped customer to develop and create a more efficient system to automate their Nintex form and Nintex workflow.


  1. Customers had business rules and validations such as employee productivity, number of sick leaves, employee training computations, budget etc. for HR department across all the geolocations. NINTEX FORMS and customized TASK FORMS were used for all the CALCULATIONS, VALIDATIONS and FORMULAS.

  2. Nintex Partner implemented a NINTEX WORKFLOW STATE MACHINE is used for scalability and future usage. The workflow is SIMPLE type but VERY WELL DOCUMENTED. The workflow is used by regional STAFF, MANAGERS and global MANAGEMENT.

The primary use for the human resource department is to generate REPORTS and DASHBOARDS for their regional branches. The GLOBAL HUMAN RESOURCES DEPARTMENT could view their DASHBOARDS and KPIs for each region worldwide using MICROSOFT POWER BI integrated with Nintex Form. 

Solution Design for the customer with screenshots. 

 

Nintex Form: 


Power BI Reports backed by Nintex Form:

 

Power BI Reports

Power BI Reports

Power BI Reports

Power BI Reports

Power BI Reports

Power BI Reports

Power BI Reports



Nintex Products used for customer: 

  • Nintex Form 
  • Nintex Workflow 
  • Nintex Mobile / App Studio 
  • Nintex Hawkeye 

 


BUSINESS SITUATION

Client embarked on Office 365 and engaged a service provider to design their Nintex form and Nintex workflows. Nintex form & Nintex workflow started behaving in an under-optimal manner DUE TO PERFORMANCE ISSUES. The system had BECOME UNSTABLE and started throwing cryptic errors. The primary reason was due to POOR APPLICATION ARCHITECTURE and DESIGN. SharePoint lists involved in the design contained more than 200 columns and had 8 workflows which were sequential in nature, not streamlined and simplified.  


SOLUTION:

NINTEX Partner proceed to PROPOSE A NEW DESIGN with streamlined workflow processes.  The new design had a main list with FEWER COLUMNS and majority fields were kept within the Nintex form which REDUCED THE NINTEX FORM LOAD.


A single NINTEX WORKFLOW was used the state machine for IMPROVED MAINTENANCE of a workflow in the FUTURE. The workflow is COMPLEX type but VERY WELL DOCUMENTED.

Customer had a requirement to check if system could find any SUSPENDED/FAILED WORKFLOWS. The system should email the system owner a list of all suspended workflows. NINTEX Partner made CUSTOM POWERSHELL SCRIPT with NINTEX APIs that sends a weekly email to the system owner.

Client also used NINTEX HAWKEYE to gain insights into their workflow usage, user’s PARTICIPATION and view how MANY PEOPLE were using Nintex. It is particularly important for them as they have many branches worldwide and they can find bottlenecks for specific regions. 

 

 

Solution Design for the customer with screenshots. 

 

 

Nintex Form: 

 

Nintex Workflow: 

 

Nintex Workflow

 


Nintex Mobile / App Studio: 
 

 


 

Nintex Mobile

 

 

Nintex Mobile

This is something that threw me for a loop for longer than I care to admit. When you are updating a Word doc to use with content controls that are updated from a Nintex workflow, you cannot just save the document with the "Save" icon in the toolbar depicted in the screenshot below:

 

You must use the File - Save As method and be sure to navigate to the library where the document is stored and overwrite the existing Word doc there.

 

 

This may seem elementary to some, but I'd like to document it to save others some trouble.

Seems like only yesterday it was February 2017, and I was in New Orleans at InspireX meeting everyone, and giving my very first conference presentation on governance. Now here we are, November already, and I'm eagerly starting the countdown to XChange 2018. 

 

On the fence as to whether or not you should go? Here are my top 3 reasons why it's a valuable trip:

 

3)  The Experts Lounge

 

Imagine this: a huge, ballroom-esque room, full of round tables, with 10 seats each. Each table has a card, much like at a wedding, denoting who is to sit there -- however, this is denoting the type of expertise available at each table. Document Generation. Advanced Workflows. Hawkeye. Drawloop. Every topic is covered, and there is a group of people there discussing the ins and outs of each. Ever had a question and wanted a Nintex expert to answer it to your face? This is the spot.

 

2)  Learn About All Nintex Offerings

 

Wonder if you're missing out on something Nintex has to offer because you aren't always up to date on the latest and greatest? Get a crash course in everything available to you just by walking through the corridors at Xchange! New technologies and plans are unveiled, and all products are showcased. Sessions are so varied that you can come in as an elite veteran or a Nintex newbie and find a mitful of talks to attend that are perfect for your level of learning. Last year, I went from a session explaining how to program and create my own actions, to a session about what you can find in the community & how to browse it successfully!

 

1)  A Wealth of Inspiration

 

Leaving the conference last year, I had lists and lists of things I wanted to learn more about and achieve over the course of the next year - things to improve the work I was doing, to assist my company's efficiency, and to further contribute to our corporate goals. Things I'd never even considered before, that I'd had the opportunity to see in action. Things I'd previously been scared of trying, that I now felt confident I could attack and conquer. 

 

 

These are my top three reasons for going to the conference in terms of what I can gain as a professional person at the con - but - let's be honest here; my true #1 reason to go is the fantastic friends I've made. Anywhere I go, anywhere I speak, I know there's a Nintex friend among them. This is a great bunch of folks.

 

 

CLICK HERE to register now and save!

Each month we name ten people to an "honor roll" in the community to highlight their contributions and encourage you to connect with them.

 

Congrats to the Nintex Connect members below - and THANK YOU for your contributions!

 

Everyone below has made helpful contributions to the community in the past month. I'll shout out in particular to Technical Evangelist Cosima von Kries, Product Manager Raymond Cabral and virtual Technical Evangelist Caroline Jung who've written for the Nintex Product Blog or blogged elsewhere in the community.  

 

I've noticed everyone else on the list sharing their knowledge, which is what community is all about.

 

I encourage everyone to "follow" each of them. Here's how: Just hover over their names below and then click "follow" in the card that pops up, or visit their profile pages and click "follow" next to their name in the banner.

 

Why do this?  Because following puts their activity in the news stream of your choosing and exposes you to how leading community members are engaging in Nintex Connect.  You'll see what content they're creating, and responding to.  It's a great way to enrich your community experience.

 

This month's Honor Roll members to follow:

 

 

honor roll big

 

Honor Roll members will get this badge in their reputation center, along with 100 points.

 

This is not an undemocratic process!  If you'd like to nominate someone for the honor roll next month, post their name below and tell us why you think they should have a bigger following!

Dear all:

It's a simple workaround to assign a temporary "unique" value to an element before create it in the list.

 

When you are creating an new element using Nintex Forms, you don't have the "ID" value until you "save" the element the first time.

 

Imagine you want to link some child list elements before save the parent element the first time. You need the parent element "primary key" to link with the child, commonly the "ID"

(Check Forms: Parent / Child structure using List view Control to know how to link a parent element with a child elements in a separate list)

 

I don't know how to generate a "unique value" into Nintex Forms in a easy way , so the workaround could be to generate a temporary "ID" as a "fake unique value"   to assign to the new child items.

 

Then, when you save the parent element and run the workflow, it could re-assign the "ID" just created to the child elements,  getting the child list items in a collection variable, looking for the elements with the "fake unique value", and changing the linking field to the correct "ID"

 

Here is the conceptual workflow:

 

Now, here is the approach to generate a "fake unique value" into the nintex forms. It's a fake, but it works!

 

Th idea is to use the current date / time and the current user  into a disconnected calculated field. As for sure you are "unique" in the active directory, and you can't be in two places at the same time (if you are a God, it could be), the value is "unique"!! 

 

 

Here is the formula (sorry, in Spanish):

 

  • Fecha Actual: Current date
  • Hora Actual: Current time
  • Usuario actual: Current user

 

Now, you must send this "fake unique value" to the child element adding the value at the end of the URL string. In the new child element form, you can get this value, as shown in Forms: Parent / Child structure using List view Control 

 

Then, when you finally save the parent element, and the workflow begins to run, you can change this fake value by the appropriate "ID". In my case, I'm using not the ID but a sequential fiscal year / number generated by the workflow, but the approach is the same (because I can't generate this number in the Forms).

 

That's all. 

Have a nice day!!

 

Sometimes, you have a need to pull back a date from Active Directory to use in your workflow. Maybe you're querying for Account Expiration dates, or maybe you want to know when that employee last logged in. And maybe you need to store that in a column for some reason.

 

If that's the case, then you'll be met with a bit of grief. 

 

 

Active Directory has decided, for whatever reason, that 100-nanoseconds is the super cool way to store a date/time.  And SharePoint does not care for that. It would much prefer that you give it a format it understands, if you wish to view it as a date.

 

But, using the action Query Excel Services in our workflow, we can get a readable date. 

 

It's super simple -- the workflow, not the math -- (and I'm a workflow person not a math person) -- so let's dive right in.

 

The formula in Excel to convert the returned Active Directory time into a Date looks like this: 

(Where A1 = the cell containing your timestamp)

 

=IF(A1>0,A1/(8.64*10^11) - 109205,"")

Source: TechNet

 

 

1) Enter the formula above into cell B1 in a new Excel sheet, then, format cell B1 as a Date/Time cell. Save the Excel file into your SiteAssets library (or another library!)

 

2) Open the workflow where you wish to use the converted time, then query LDAP, and put your returned timestamp into a text variable.

 

3) Set up your Query Excel Services action like this: 

 

  • The workbook path should be the full, direct URL to the workbook
  • Ensure the "Retrieve as formatted text" is selected (or else you'll get it as Excel's timestamp)
  • Your variable can be a Single Line of Text

 

4) Use the Convert Value action to convert from text to date.

 

Bada boom, all done, and we didn't even have to TOUCH the math! Which is ideal, right!?

 

 

 

 

What would be the best ways to return to current form when you press Cancel button? I was looking for the confirmation message on cancel button as well. After struggling to get perfect solution on this forum, I managed to find workaround below on this issue.

 

1. Disable existing/default Cancel button by adding below rule on the button.

2. Create a JavaScript button called "Cancel" and add JavaScript function name, "DoRedirect()" under Advanced -> Client click field 

 

 

 

2. Place your new JavaScript button on existing Cancel button. 

3. Select Form Settings -> Custom JavaScript -> add below code

 

function  DoRedirect()
{
    if (confirm("Are you sure you want to cancel? if you cancel now, you will lose any data entered! Press OK to continue, or Cancel to stay on the current page.") == true) {
         window.top.location.href= "http://<YourSiteURL>/Lists/<ListName>" ;
return true;
    } else {
       
return false; 
    }
}

 

 

4. Save your changes and publish it. Have fun!!

 

 

Reference:- Redirect URL when user clicks Cancel Button 

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