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butlerj
TOPICHow to add a lightning button to the page layout. INSTRUCTIONSInstead of adding the Lightning Button where a button would normally go in a layout, it should be added in the "Salesforce1 and Lightning Experience Actions" section of the object's page layout. ADDITIONAL INFORMATION RELATED LINKS
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butlerj
TOPICHow to filter a relationship by fields that are not blank. INSTRUCTIONSCreate the basic relationship. Under "Filter Criteria", choose the desired field to filter and change the parameter to "is blank". For the "Advanced Filter Criteria", enter "Not 1". Save. ADDITIONAL INFORMATION RELATED LINKS
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butlerj
TOPICHow To guide on filtering Document packages through button parameter. INSTRUCTIONSPlease navigate to the DocGen/Drawloop Admin tab where we will select ‘Create advanced buttons’ from the Button wizard. Name the Button and select the starting object as you would normally do.  In the Custom Options section, add your filter.  In this example,…
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butlerj
QUESTIONWhat is the Nintex Live Workflow Queue Service? ANSWERThe Nintex Live Workflow Queue Service is a SharePoint that is used for improving performance of the Nintex Live system by implementing an event queue rather than periodic polling.  ADDITIONAL INFORMATION RELATED LINKS
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butlerj
TOPICHow to hide or show panels using a rule based on single or multiple choices.  INSTRUCTIONSAdd a rule similar to the following to the desired panel and select the 'Hide' option from the rules properties:ChoiceType instanceof Array ? not(inArray(ChoiceType, "ChoiceA")) : ChoiceType != "ChoiceA" Note: The phrase "ChoiceType" in the rule above…
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butlerj
TOPICHow to add and remove Nintex Live actions in Nintex Workflow for SharePoint 2010 or 2013. INSTRUCTIONSIn the Nintex Live Catalog, the administrator / workflow designer can select the services to be made available as workflow actions in the workflow toolbox. Adding a Service in the Workflow Action ToolboxIn the workflow designer, click on…
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butlerj
TOPICHow to create a custom link to run Document Package on the Home tab inside of Salesforce in Classic and separate steps for doing so in Lightning INSTRUCTIONSIn ClassicEnsure "Custom Links" is on your Home Page Layout. To do so:Setup Type "Home" in Quick find box Select "Home Page Layouts" Find the Page Layout you are using and ensure it's on…
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butlerj
TOPICNintex Workflow Constants not available after migration INSTRUCTIONSUse the NWAdmin commands to export Workflow constants from Source farm:  NWAdmin.exe -o ExportWorkflowConstants -siteUrl "<your-site>" -outputFile "c:\<Path>\filename.xml"   Import the output file using the following command:  NWAdmin.exe -o ImportWorkflowConstants -siteURL…
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butlerj
TOPICHow to Get Actionable Messages to work. INSTRUCTIONS PrerequisiteThe 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…
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butlerj
QUESTIONDoes Nintex Workflow for Salesforce work in the Classic Salesforce experience, or does it only work with Lighting? ANSWERThe Nintex Workflow for Salesforce app works for both Classic and Lighting Salesforce experiences. ADDITIONAL INFORMATION RELATED LINKS
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