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Great news, Nintex Apps has offically launched! 🚀 And with it, so has the ability to use Nintex Apps alongside Nintex Automation Cloud when your subscription includes both. Check out the video below to learn more about using these as a connected experience. Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.
📢 Great news! 🎉 We’ve just published a new video tutorial that dives into using text and input fields in bubbles in Nintex RPA. This video covers how to enhance your bubbles with formatted text, images, hyperlinks, and dynamic variables, as well as how to set up various input field types—like text, dropdowns, checkboxes, and more—to collect essential user data. 💡Whether you’re new to customizing bubbles or looking to optimize data entry in your wizards, this tutorial provides a step-by-step guide to creating more interactive and user-friendly workflows.
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📢 Hi! Great news! 💃🏽🕺🏾I just updated a comprehensive article that guides organizations through switching to OAuth Admin Consent for DocuSign Legacy Integrations. It also includes the requirements and a step-by-step process to make the switch. 🚀Switching to OAuth Admin Consent for DocuSign Legacy Integrations This article includes:Upgrade process for Nintex DocGen for Salesforce.Review of needed DocuSign settings.Integration setup in Nintex DocGen for Salesforce Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.
💁📢A new course is available on Nintex University!💡🏆Enrol now: Introduction to the Nintex Licensing and Permitting SolutionThis course is intended for first-time users of the Nintex Licensing and Permitting Solution.In 30 minutes, this beginner-friendly course will take you through:essential platform set-up and customization steps an overview of the permit management platform and applicant portal steps to set up, configure, and test new permit typesHave you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.
Hello, Process Manager Users! We’re thrilled to announce a new feature in Nintex Process Manager: localization! This exciting update means that Process Manager now supports multiple languages, starting with French, French Canadian, German, and Spanish. What is Localization?Localization in Process Manager provides a more personalized experience by supporting languages other than English. This enhancement will make it easier for our existing customers to navigate and utilize Process Manager in their preferred language. Plus, it sets the stage for us to rapidly add more language options in the future based on your feedback and needs. The initial localization work will cover the user interface elements created and managed by Nintex. While this update does not yet include translations for user-generated process content, we are exploring options to support process content-level translation in the future. In the meantime, this can be facilitated through process variations. Here’s a sneak peek
📢 Hi! Great news! 💃🏽🕺🏾I just published a comprehensive article that guides admin users through switching to OAuth Individual Consent for DocuSign Legacy Integrations. It also includes the requirements, as well as a step-by-step process to make the switch. Plus, you’ll see exactly what the process looks like for end users once the integration is live! 🚀Switching to OAuth Individual Consent for DocuSign Legacy Integrations Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.
📢 Great news! 🎉 I’ve just published a new video tutorial that guides users through adding and positioning bubbles in Nintex RPA. The video covers different bubble types—Standard, Anchored, Tooltip, and Help Button—and explains how to use them effectively in creating intuitive, engaging wizards that guide users through your processes. 💡Whether you're new to bubbles or looking to optimize your existing wizards, this tutorial provides a step-by-step walkthrough for achieving the best results.
📢 Exciting Update to Nintex Customer Content Portal 📢Hello Nintex Community!We’re thrilled to share some fantastic news about our Nintex Customer Content Portal. Each product’s portal page now includes a dedicated Nintex Ideas section. This enhancement is designed to better engage our user community and collect valuable insights directly related to your specific Nintex products.What’s New?Incorporating Nintex Ideas into each product section allows you to:Easily Access: Navigating to the Ideas section is now more straightforward, available directly from each product's page. Provide Product-Specific Feedback: Share your ideas, suggestions, and requests tailored to individual Nintex products. Engage and Innovate: Join fellow users in voting on ideas and watch as we evolve our products based on community-driven input.We believe this integration will foster a more collaborative environment and stimulate innovation by focusing feedback on specific areas. Our goal is to continually enhance
We have published a new How-to video for users switching to OAuth Admin Consent with DocuSign Legacy integrations. This video covers the upgrade process for Nintex DocGen for Salesforce, reviews the needed DocuSign setup, and finishes with switching the integration in DocGen for Salesforce. Switching to OAuth Admin Consent for DocuSign Legacy IntegrationsWe hope you find this video helpful in switching your authentication settings in Nintex DocGen for Salesforce. Your feedback is invaluable to us. Please let us know through our feedback portal if you have any suggestions or comments, leave feedback here.
We’ve just posted a new how-to article in the Knowledge Base on Community! Click the following link to learn how to get started with the Nintex Licensing and Permitting Solution. This article covers:Creating an account Configuring fee payment links in Stripe Setting up new permit types Testing and publishing your new licensing and permitting processHave you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.
Get started with Workflows by building a simple decision workflow.We're excited to announce the release of a new beginner video tutorial that will guide you through creating your first workflow. This step-by-step guide will teach you how to add steps and outcomes to the workflow and then deploy and test it.What you'll learn:Add application categories Create a workflow Deploy a workflow Assign permissions Test your workflowWhether you're a novice or looking to refresh your skills, this tutorial is a great place to start your journey with workflows. Check out the tutorial now and start building! We hope this tutorial empowers you to create unique workflows. Your feedback is crucial to helping us improve our resources. Please share your thoughts and suggestions on how we can enhance future tutorials through our feedback portal, leave feedback here.
Get started with SmartForms by building a simple "Hello, World!" application.We're excited to announce the release of a new beginner-level video tutorial that will guide you through creating your first SmartForms application. This step-by-step guide will teach you the fundamentals of building views and forms, essential skills for any SmartForms developer.What you'll learn:Add application categories Create an item view and add controls Build a basic "Hello, World!" form Test your new formWhether you're a novice or looking to refresh your skills, this tutorial is a great place to start your SmartForms journey. Check out the tutorial now and start building! We hope this tutorial empowers you to create amazing SmartForms applications. Your feedback is crucial to helping us improve our resources. Please share your thoughts and suggestions on how we can enhance future tutorials through our feedback portal, leave feedback here.
New How-To Video“Replace” dynamic advanced command Hey everyone!We've just released a new how-to video on the Replace dynamic advanced command in Nintex RPA.This video covers how to replace data in a variable to clean and standardize data, and modify strings effectively within your wizards. See the Video What it covers:Using the Replace dynamic advanced command. Practical examples of variable replacing. Best practices. Be sure to check it out and join the discussion in the comments!
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 for Salesforce. 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 or upgrade Nintex DocGen for Salesforce Additional InformationNintex Help: Install, upgrade, or purchase Nintex DocGen for SalesforceWe hope you find this video helpful in upgra
📢 Hi! Great news! 💃🏽🕺🏾I just published a comprehensive article that guides users through setting up the new DocuSign Apps Launcher. The article includes the requirements, as well as a step-by-step process for installing the DocuSign Apps Launcher and integrating it with Nintex DocGen for Salesforce. Additionally, there are videos demonstrating how to create a new DocuSign delivery method, explaining recipient tags, and providing instructions on how to tag a document and build a custom tag. Another video covers the process of converting an existing DocuSign Legacy delivery method to a DocuSign delivery method. This may be a nice way to accelerate moving to our newest Docusign integration. 🚀Integrate Nintex DocGen for Salesforce with DocuSign Apps Launcher Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-
New How-To VideoSplit dynamic advanced command Hey everyone!We've just released a new how-to video on the Split dynamic advanced command in Nintex RPA.This video covers how to split variables to extract specific information from a variable for multiple purposes such as data manipulation, dividing user input, etc. See the Video What it covers:Using the Split dynamic advanced command. Practical examples of variable splitting. Best practices. Be sure to check it out and join the discussion in the comments!
Introducing the new Nintex Automation Cloud Certifications We're excited to launch two new certification exams tailored to our Automation Specialist learning paths: Automation Specialist I Certification for Nintex Automation Cloud and Automation Specialist II Certification for Nintex Automation Cloud. These certifications are set to elevate your skills and enhance your career in workflow automation. As part of our ongoing commitment to refine and optimize our educational offerings, these exams are designed with a role-based approach, serving as a critical stepping stone to mastering the Nintex Automation Cloud.These certification exams will officially launch on June 21 and replace the existing Practitioner and Expert certification exams. What to expect? Automation Specialist I Certification: Ideal for those starting their automation journey with Nintex Automation Cloud. If you're focused on grasping the fundamentals of workflow automation and seeking to make significant impacts at the
Nintex Automation Cloud Learning Path Title ChangesWe've made some simple adjustments to their titles to better position and align two of our Nintex Automation Cloud learning paths. These adjustments will help us better define roles and training for Nintex Automation Cloud as the product evolves and we grow our courses, learning paths, and certification exams.NOTE: This does not change the URL of the learning paths - just the titles.Automation Specialist for Nintex Automation Cloud - Level I Formerly Nintex Automation Cloud for Designers and Developers - Beginner, this learning path gives Automation Specialists the starting knowledge and skills to create automation solutions using Nintex Automation Cloud. It covers various topics, including workflow-building methodology, workflow framework, workflow variables, building a form, testing, and deploying workflows. Before starting this learning path, it is recommended that learners have completed the Nintex Automation Cloud for Participants
The Nintex University DocGen for Salesforce certification exams:Certification: Nintex Document Generation Practitioner - Nintex DocGen for Salesforce Certification: Nintex Document Generation Expert - Nintex DocGen for Salesforcehave been updated with the following:Corrected an issue where the LMS omitted Field Tagger text surrounded by < < and > >. Corrected LMS issues with incorrectly marked answers. Corrected several confusing questions and answers. Adjusted exam time to 60 minutes (10-minute warning) and question count to 30. General editorial and style updates.If you were already in progress on this exam or had enrolled - but not started - your enrollment has been switched to this new version of the exam. If you’ve previously completed the exam, there’s nothing for you to do now.Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, N
Hi! 🖐🏼 I have published a new DocGen for Salesforce how-to article. I hope you find it helpful. Thank you for checking it out. This video is also great for upgrades, as it offers a detailed walkthrough for installing Nintex DocGen for Salesforce.How-To: Install DocGen for SalesforceHave you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.
Introducing the Nintex Customer Content PortalWe are thrilled to launch the Nintex Customer Content Portal, your one-stop destination for all things customer content! Whether you're a seasoned pro or just getting started, this portal provides a wealth of resources to enhance your Nintex experience. What’s Inside? Learn with Nintex University: Explore a world of on-demand courses, learning paths, and certifications with Nintex University. Enhance your expertise with flexible learning options and build comprehensive skills and knowledge. Know with Nintex Help: Need help? Access quick-start guides, configuration assistance, troubleshooting tips, software development kits, and release notes on Nintex Help. Do with Nintex How-To Center: Read short-form how-to articles and watch videos that expertly guide you through key tasks, scenarios, and solutions available in the Nintex How-To Center! Gain valuable practical guidance to boost your skills. Grow with Nintex Community: Check out the
📣 Hi! I have published a new DocGen for Salesforce how-to article. I hope you find it helpful. Thank you for checking it out. How-To : Write Nintex eSign data back to Salesforce Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.
🎓📢 Nintex University Updates 📢🎓 Install Nintex RPAWe've refreshed the Install Nintex RPA course with the release of the new upgrade and installation tool, System Manager. The course now includes an introduction to System Manager and details the new installation process.Course linkInstall Nintex RPA Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.
The Nintex How-To Center article Add a PDF stamp to an output document has been updated with the following:Added updated video content. General editorial and style updates.Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.
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