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2018

What is Nintex Workflow Cloud (NWC)?



It’s a state-of-the-art cloud workflow capability that lets you easily extend and connect your forms, applications, content, and systems of record, with the people who make the decisions your business relies upon to succeed

Nintex Workflow Cloud empowers anyone in your organization to unlock the transformational business benefits of humancentric workflow automation.

 

Why Nintex Workflow Cloud?

Four main key factors that determine why should be used NWC:

  • EASY

    Hit the ground running fast with a cloud-based solution that removes 
    upfront setup and costs. 

    Drag-and-drop to design and build workflows the way you think – in a few

clicks, not code.

       Connect structured and unstructured content sources, from legacy systems to modern SaaS apps.

  • HUMAN-CENTRIC

    Empower the people closest to lines of business to automate the processes

that are your business.

         Bring the right content, at the right time, to the right people. Share the workflow innovations your people create, to benefit your entire business.

  • INTELLIGENT

    Measure the business impact of your workflows, immediately and in the future.

    Make data-driven decisions that identify the best opportunities for business impact.

    Benefit from the virtuous cycle: the more you automate, the more you learn, enabling you to automate more.


  • VENDOR NEUTRAL

    Nintex Workflow cloud is completely vendor neutral. Nintex was essentially tied to SharePoint Infrastructure both for On-Premises and SharePoint Online. However, with every increasing service such as Google Drive, Box, Salesforce, Zendesk etc. Nintex has made their own Nintex cloud Infrastructure and all the services including SharePoint can be connected.

 

 

How to use Nintex Workflow Cloud?


There are many business scenarios where you can leverage. In a sample scenario, you make an Online Registration Form and users can fill their details. Users may not in SharePoint Online or SharePoint On-Premises account and your form will be ANONYMOUS.

These are the steps:

 

  1. Request a Nintex Workflow Cloud.
    You can request a Nintex Workflow Cloud by clicking here.

  2. Nintex Workflow Cloud Dashboard

    Once you have logged into Nintex Workflow cloud, you can view all your workflows.
    When you start with NWC, you may not have any workflows in the Dashboard.



  3.  Brief Overview of Nintex Workflow Cloud Configurations

     In Connections option, you can add multiple services. For an instance, you can add an “Add Link” to connect OneDrive for business. 



    User Management: You can add users and assign specific roles such as Administrator, Designer, Participant, and Developer.


    Default Storage: Once you have configured One Drive for business and you can navigate to each folder within your service as shown:




    Connector availability: You can configure the availability on this page:




  4. Create Workflow

     Create a new workflow for “Event Registration” by clicking on the “Create Workflow” button:


  5. Workflow Designer


    You are presented with two Workflow Actions
    Start event and Workflow complete.  

  6. Configure Start Event 

    On Connection drop-down, select Nintex and for the event select Form as shown





    The Nintex form will be available both web and also on mobile.   


  7. Design the Form 

     
    In above step, click on Design Form. You will be presented with plain Nintex form. You can drag-drop the control from the left panel such as Date/time, Email, File upload, Short text etc.   

    You can specify your own styles and Rules which are very similar in SharePoint Online.



    Nintex Workflow Cloud forms are responsive. You simply drag and drop form controls as shown:


    Each control is associated with a variable. For e.g. Name control is associated with name variable. You can turn off the “Auto Generate” option.    


    Click on the Done button.

    You can view all variables and their associated data type in our event registration form. 



    Click on Save button on the top left of the Nintex Form and give a meaningful description. You can also add users who can use this form and workflow.



  8. Design the Nintex Workflow 

    As it’s a basic workflow, you drag and drop two simple actions.
    Express Approval and Send Email.



    Right click on Express Approval and select Configure Option.
    In message box, you choose variables that you have defined in Nintex Form in previous steps





    and our name is captured from a variable. 



    Configure the similar actions.

  9. Publish the Form 

    Next, choose the environment and publish the form.




  10. Use the Form and Workflow 

    Now, our form is ready. You can use this form in your any website and put a code snippet any blog as shown:

 

There are a couple of excellent resources that you can access the references links below.

 

References 

If you can spare about four minutes to take a survey, you can have an impact on our community.

As you have probably read, we're preparing to move our community to a new platform. I'd like to know what you want to see in that new community.

So here's a survey where you can chime in. 

It's only six questions. It takes about four minutes to complete. But the more people who do it, the better an idea I'll have about the features you want to see.

Thank you!

 

Miss the link? Nintex Community Features Survey 

Coming Soon: Nintex Customer Central

 

We have some exciting news to share with you all about the forthcoming launch of our Nintex Customer Central portal.

 

Nintex is proud to announce the upcoming release, in March 2018, of the next generation of customer self-help web portal. In conjunction with our customers we have developed an innovative and intuitive self-help web portal.  

 

Tell me more!

These are some of the features that will be available in the portal:

  • Gain instant visibility to your usage summary of Nintex products
  • Ability to manage your Nintex licenses, renewing, upgrading or adding.
  • Ability to create and fully manage support cases
  • Omni-channel user experience between Nintex products
  • Access to Learning Central, enabling you to manage your consumption of Nintex training modules
  • Dynamic Knowledge Central tool enabling you to search for content across all Nintex assets
  • Access to product downloads, both current and previous versions
  • Ability to manage your own company and contact details
  • Unified dashboard leveraging all your Nintex touch points, including notifications

 

Sneak peek?

This is a sneak peek of the Dashboard (Design not final)

 

 Customer Central Sneak Peak

 

 

 Want to know more?

Over the coming weeks we will be launching a communication campaign with all our customers with further details and how to access the site.

 

We look forward to welcoming all of our customers to join us and experience the next generation of customer self-help portal.

 

We are yet to purchase Document Generation and forever finding ways to produce documents from list items.  We also don't have Print to PDF for Nintex Forms as we are on standard license, so it all requires rather a lot of work.  Some of the options we have considered in the past are, but not limited to:

  • Document library with columns and quick parts - passing the information from the list into the document library columns and using quick parts inside the document library to populate the document.  The workflow simply uses "create item" and adds the associated columns
  • Document library with content controls - use create item from the list to create a document in a library, and then use "update document" action in the workflow to update the content controls
  • SSRS reports - use reports to look at the list item data that can then be exported to word, pdf as required

 

I recently tried both document library approaches to create a document using a template from workflow and both kept giving me this error when opening in Word:

 

"We're sorry.  We can't open test because we found a problem with its contents"

Details:  No error detail available

 

I thought it was the order in which the document was being created and updated.  Or the information that was being passed in.  I raised a support ticket and we decided it was the table of contents causing the issue. This issue has recently been fixed so we upgraded workflow to no avail.  I wasted days and days and grew a few (more) grey hairs.  Then my lovely colleague and friend, Tosin, noticed that my document template attached to the document library was dotx format (word template).  This seems perfectly reasonable right?  Apparently not with this type of work.  I re-created my templates; one with quick parts and the other with content controls to be docx format.  And voila - they both work!  I haven't seen anyone mention anything like this on the community so I thought I should blog about it so that I can hopefully save others the stress I have had for the past couple of weeks (and also so that I don't forget next time I have a requirement like this).

Roll on the purchase of Document Generation!!

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