Nintex Workflow Cloud - Release Notes

Document created by frank.field@nintex.com Employee on Sep 26, 2016Last modified by joshua.tan@nintex.com on Apr 23, 2017
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Release 20.1

Release Date: 24 April 2017

 

Improvements

  • Added support for selecting a variable when setting the initial stage in the “Branch by stage” action.

 

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Release 20

Release Date: 20 April 2017

 

Features

  • Workflows can be configured to ingest files as part of “External start” start events. Designers will specify the location to store the files for the duration of the workflow, and the files will be referenced by collection(s) variables.
    • New connection management page allows users to set a tenant level default file storage location to store any files that are included in a Nintex start event to be used in subsequent workflow actions.
    • Collections variables and collection actions now support working with files as part of or all of a collection.
  • You can now pick the folder location when configuring the start event for Dropbox Business and Box Connectors.

 

Improvements

  • When searching for workflow instances that are running, the Date column defaults to Date initiated and Date completed has been disabled from the selection.
  • Updated error messaging when workflows that have duplicate start event variables would fail – workflows published prior to Release 18.

 

Bug Fixes

  • Fixed an issue where the Log to instance details action would cause the workflow to fail if the variable value is NULL.
  • Fixed an issue where a workflow may be inadvertently started if a Dropbox member added a new file or folder to a similar path as one that a workflow is configured for a different Dropbox member.
  • General bug fixes and performance improvements.

 

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Release 19

Release Date: 6 April 2017

 

Features

  • New Connector event:
    • Zendesk – Update ticket
  • New Connector actions:
    • Dropbox Business – Share file link
  • New action - Log to instance details will provide the ability to log variable values and data to the instance detail page.
  • Availability of Nintex Hawkeye workflow analytics for Nintex Workflow Cloud (Trial / Enterprise Subscription). The following Hawkeye beacon actions are now available to be included in your workflow to provide greater insights into your processes:
    • Beacon
    • Beginning beacon
    • Ending beacon

 

Improvements

  • Updated the Dropbox Business events to return the Member ID of the user that triggered the event, which can then be used for Dropbox Business actions to run in context of the user that triggered the workflow.
  • Improved load time of retrieving Connections when configuring an action.
  • Conditional start options now display known values for picklist fields. For example, if you define a condition using Account Type when specifying the Opportunity object for a Salesforce connection, you can now select from known values rather than manually entering a value.
  • Send an email action now allows designers to specify the “From email address” field.
  • Express Approval action “From email address” field is now optional and will auto-populate if not specified by the designer.

 

Bug Fixes

  • Optional fields in Salesforce and Dynamics CRM “Retrieve a record” actions were incorrectly marked as required and have now been updated to be optional.
  • Connections created with special characters such as “@” in their name were being encoded. This bug has been fixed, and all impacted connections have been corrected.
  • Fixed an issue where the Connections list does not show the complete list of Connections when more than 200 items are available.

 

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Release 18

Release Date: 23 March 2017

 

Features

  • New Connector actions:
    • Slack – Create a channel
    • Slack – Invite user to a channel
    • Slack – Remove user from a channel

Note: Any existing Slack connections will need to be re-created to update permissions required for the new actions.

  • Zendesk – Delete a ticket
  • Adobe Sign and DocuSign Get signature actions now support getting a file from an EFSS or a configured file variable to send for signature.

Note: Any previously configured Get signature actions will need to be replaced in order to access this new functionality.

  • Introduction of 'Developer' role in user management to support the upcoming release of Nintex Xtensions.

 

Improvements

  • To alleviate the likelihood of reaching API usage limits for events that require polling, we have decreased polling frequency to once every 5 minutes.
  • Increased the number of conditions from 3 to 5 when configuring the conditional start for a workflow as well as general improvements around interactions when adding a condition.
  • Updated Zendesk – Update a ticket action to support retrieving values on default picklist fields – Priority, Status and Type
  • Slack Post a message can use both Channel Id and Channel Name as variable input.
  • Updates to instance details page
    • Added the action default name into the instance activities table to assist with identifying actions that have been relabeled.
    • Updated the layout of the instance detail page making it more legible.
    • General improvements to messaging and displaying of error messages.

 

Bug Fixes

  • Fixed an issue where workflows that have a large file size could not be published.
  • As always, this release includes general bug fixes and improvements.

 

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Release 17.1

Release Date: 9 March 2017

 

Bug Fixes

  • Fixed an issue that didn't allow designers to include a space when specifying values in conditional start criteria.
  • Fixed an issue that caused workflows to fail if the "Express Approval" action had been renamed.

 

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Release 17

Release Date: 8 March 2017

 

Feature

  • Support for conditional start of workflows. This will allow the designer to set specific criteria on when a workflow should execute. Reduces unnecessary start of workflows particularly on update events.
  • Support for creating a share link for the following Enterprise File Share and Sync Connectors:
    • Box
    • Google Drive
    • Citrix ShareFile
    • OneDrive for Business
  • New Connector actions:
    • Dropbox Business – Delete folder

 

Improvements

  • Updated the SQL Connector actions by removing mandatory fields that did not apply when executing an insert, update, delete statement.
  • Included the ability to set default values for datetime type user defined variables.
  • Updated tasks to terminate if a workflow instance is terminated, or a workflow is deleted.
  • Added help text to fields in EFSS action configuration to guide users to input acceptable values.

 

Bug Fixes

  • Fixed an issue that caused Express Approval responses with special characters to be rejected.
  • Fixed an issue where Unicode characters were causing workflow instances to fail.
  • Fixed an issue with Salesforce query record to allow null values to appear at the bottom.
  • Removed the ‘Include deleted’ option from Salesforce query record action since deleted records cannot be retrieved via the Salesforce retrieve a record action.
  • Fixed an issue with Slack post a message action.
  • Fixed an issue where a design session would be discarded without the need for user confirmation, even though a variable was created.

 

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Release 16

Release Date: 23 February 2017

 

Feature

  • Set default values for user defined workflow variables.

 

Improvements

  • Updated the Instance details page with a link back to the search results on the Instance page.
  • When configuring Salesforce actions, the relevant fields to each action is returned depending on attribute set on the field in Salesforce. E.g., Create a record will only return fields that have the attribute of creatable.
  • Box actions now support file path instead of file id, keeping in standards with other Enterprise File Sync and Share Connectors. Published workflows that use the existing Box actions that support FileID will still run as expected.

  • Updated date time start event variables in Box, Dropbox Business and Twilio to return as datetime type where previously it was returning as text type.

 

Bug Fixes

  • Minor bug fixes and improvements.

 

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Release 15

Release Date: 8 February 2017

 

Features

  • Nintex Mobile App users can now view and act upon tasks from within the app.
  • Files are now a supported variable which references a file in an external system, and can move and manipulate the file within a workflow.
    • “Set variable value” allows designers to create a file variable that references a specific path of a stored document for subsequent workflow actions.
  • “Send an email” and “Express Approval” actions now support email attachments.

 

Improvements

  • Dropbox Business actions now pull in a list of team members, eliminating the need to configure the “Get member details” action in order to configure any Dropbox Business actions.
  • DocuSign and Adobe Sign “Store signed documents” actions now support uploading the documents to Dropbox Business.

 

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Release 14

Release Date: 24 January 2017

 

Improvements

  • Task search page now has pre-defined search parameters so the page will load with the most recent active tasks.
  • Adobe Sign “Store signed documents” action now inherits certain configuration settings from the “Get signature” action.
  • Added checks to ensure that variables inserted into mandatory fields contain a value at runtime. If no value is available, appropriate error messaging will be displayed on the instance details page.

 

Bug Fixes

  • Email address field in task search is no longer case-sensitive.
  • Fixed an issue where newly started workflows were not displayed in the “Running last 5 days” view due to date time formatting issues.
  • Fixed an issue where workflows that were terminated were being displayed as part of the Running view.
  • Fixed an issue that only allowed connections to certain DocuSign environments.

 

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Release 13.1

Release Date: 16 January 2017

 

Features

  • Added in product chat support where a user will be able to initiate a chat with an agent or send an offline message if there are no agents available online
  • Added in product help guide for first time users in trial tenancies

 

Improvements

  • Added predefined search criteria for the Instance list to retrieve workflow instances that were initiated in the last 5 days or that have errored in the last 5 days

 

Bug Fixes

  • Fixed an issue where the designer hits exception if a workflow is saved with no start event but includes a Connector action (e.g. Salesforce – Update record)
  • Fixed an issue where the child action configuration values are not saved in a container action when it is copied and pasted

 

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Release 13

Release Date: 12 January 2017

 

Features

  • New Connector: Adobe Sign actions
    • Get signature
    • Store signed documents
  • Export and import workflows using a token key within and between tenants

 

Improvements

  • Updated the workflow instance list and added the ability to search for workflow instances
  • Improved the workflow instance detail page to return details of all the activities executed in the workflow instance
  • Workflow start event and action(s) now show as unconfigured in the designer if a Connection that was previously used in its configuration is no longer available
  • DocuSign “Store signed document” action will inherit Connection and Envelope ID from the “Get signature” action if it is included within the branches of that action
  • Updated email notifications for “Invalid response” and “Task already completed” to include relevant information for troubleshooting

 

Bug Fixes

  • Fixed an issue where a Salesforce formula field type was not returning as per data type specified in Salesforce. e.g. a formula field of date was returned as string into the workflow
  • Fixed issue where license and subscription data sometimes failed to load.
  • Scheduled Workflows - Fixed issue where selecting a frequency value was optional.

 

Note: As we have improved the way we display workflow instance details, some of the existing workflow instances that have completed prior to this release may now be marked as running. We are updating the workflows to reflect their correct status.

 

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Release 11

Release Date: 14 December 2016

 

Features

  • New events for Connectors
    • Citrix ShareFile – New folder
    • Zendesk – New ticket
  • New actions for Connectors
    • Microsoft Dynamics CRM – Query records
    • Zendesk – Get user details
    • Microsoft One Drive for Business – Get folder contents
    • Box – Get folder contents
    • Google Drive – Get folder contents
    • Citrix ShareFile – Get folder contents
    • DocuSign – Store signed documents
      • When included in a “Get signature” action branch, designers can build a workflow that stores the signed documents in Google Drive, Box, or OneDrive for Business

 

Improvements

  • Updated the successfully saved workflow feedback to display briefly instead of requiring of dismissal modal
  • Updated the successfully published workflow dialog to now include options to continue designing or exiting the designer
  • Updated the user interactions when adding new start event variables and user defined variables
  • Updated the Box – Get file metadata action to return created date and modified date in date/time type
  • Updated the Dropbox Business – Get file metadata action to return modified date in date/time type
  • Improved the Microsoft Dynamics CRM create connection experience by providing an example of the URL required
  • License & Subscription page - Added warning Icon to over entitlement information pane.
  • Scheduled workflow - Improved UI of start event configuration. Workflows can now be scheduled to run once and not recur.
  • Enabled session timeout warnings where a user will be notified when their session is about to expire and when it has expired

 

Bug Fixes

  • Fixed an issue where the Switch by value action does not error out when none of the values evaluate to true
  • Fixed an issue where Boolean values returned in the email body was displayed as true/false. It now returns Yes/No.

 

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Release 10

Release Date: 30 November 2016

 

Features

  • New events for Connectors:
  • Citrix ShareFile – New file
  • New actions for Connectors:
  • Dropbox Business Team Mgmt – Invite member
  • Dropbox Business Team Mgmt – Delete member
  • Dropbox Business Team Mgmt – Suspend member
  • Dropbox Business Team Mgmt – Unsuspend member
  • Microsoft OneDrive for Business – Get file metadata
  • Microsoft OneDrive for Business – Copy a file
  • Citrix ShareFile – Move a file
  • Citrix ShareFile – Create folder
  • Support for Dynamics CRM custom objects when configuring the start event of a workflow (after selecting new or update event)
  • New logic and flow action, Loop for each – loops through each value in a collection variable

 

 

Improvements

  • Added support for using variable in a link name in the rich text editor
  • Added support to overwrite an existing file in the OneDrive for Business – Move file action
  • Included __c to Salesforce objects when selecting objects to help denote custom objects
  • Included a confirmation warning when clearing the Connection value for the action configuration
  • Updated the styling of the toolbar in the workflow designer
  • Improved the Save / Save as functionality in the workflow designer, where the Save now does not prompt for Name and Description again once the workflow has been initially saved
  • Reordered the categories in the workflow actions toolbox
  • Limited the allowed characters that can be entered for the outcomes in the Express Approval action
  • Improved formatting and information provided in automated responses to Express Approval if a task has already been completed or if the participant responds with an invalid outcome
  • Updated text labels in the Dropbox Business – Get member details
  • Updated the styling of the date time picker resulting in a better experience when configuring Nintex – workflow scheduler event
  • Improved the depth of information provided when publishing an External start workflow

 

Bug Fixes

  • Fixed an issue where inconsistent error messages were displayed in the Object name field for broken connection

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Release 9.1

Release Date: 22 November 2016

 

Improvements

  • Updated workflow schedule to support hourly, daily, weekly, monthly and yearly recurrence

 

Bug Fixes

  • Fixed an issue where negative values could not be entered for number fields
  • Fixed an issue where the Run parallel paths had invalid action configuration help instructions
  • Fixed an issue where percent values from Connectors were rendered as text type. This has now been updated to use decimal type
  • Fixed an issue where the Number of records returned in the Salesforce Query record action was being returned as a string value causing issues when used in a loop action

 

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Release 9

Release Date: 18 November 2016

 

Features

  • Scheduled workflows - workflows can be configured to start on a specified date/time and run at a specified frequency and interval
  • New actions for Connectors:
    • Salesforce - Query records
    • Slack - post a message
    • Dropbox Business - Get folder contents
  • New events for Connectors:
    • Microsoft OneDrive for Business - New file
    • Microsoft OneDrive for Business - New folder
  • Support for Salesforce custom objects when configuring the start event of a workflow (after selecting new or update event)
  • Expanded mode available for the rich text editor in "Send an email" and "Express Approval"

 

Improvements

  • Updating the Connection for an event or action retains existing configurations
  • Standardized and updated the "Add variable" label across text, integer and datetime fields to just “+ Variable”
  • Updated messaging to specify the required variable data type when variables are not available for selection
  • Added confirmation dialog when deleting a branch for logic and flow actions that allow multiple branches to be added
  • Updated modal dialog styling across the product
  • Deleting or pausing a workflow will update the connection to no longer poll for events
  • User management page no longer displays number of roles at the top of the page
  • Updated the date time control on the Public web form and Manual start form
  • Updated the interaction and styling when reordering start event variables for Nintex Connector type events
  • Updated task search date fields to notify the user if the specified date range is invalid
  • Added information to License and subscription page (formerly called Tenancy information): Primary tenancy contact, Subscription entitlement, and Current tenancy usage

 

Bug Fixes

  • Fixed an issue where inputs could not be entered in a number field on Safari
  • Fixed an issue where variables can be created with an empty name
  • Fixed an issue that the DocuSign template list never loaded if no templates exist
  • Fixed an issue where text values were being encoded when submitted via the Public web form and Manual start form
  • Fixed an issue where the reordering of start event variables for Nintex Connector type events was not available (was inadvertently removed in the last release)
  • Fixed an issue where the Publish dialog had a link in the Assigned use information panel that was not linking to anywhere
  • Fixed an issue where text could be pasted into a number only input
  • Fixed an issue where horizontal scrollbars did not appear in the designer in Chrome and Safari on a Mac
  • Fixed an issue where start event variables were appearing in the Set a variable value action
  • Fixed an issue where a long Connection name was flowing over to the next line
  • Fixed an issue where the dialog headings were taking a long time to load

 

Notes

  • Nintex Mobile form access: Users will need to sign in again for access.
  • When editing existing workflows that are configured to start on a Salesforce event, designers will need to reselect the Object and republish the workflow.
  • NetSuite (ERP) has been temporarily removed from our connector catalog. All workflows that previously used the NetSuite connector for actions or events will fail and users will need to reconfigure and republish their workflows without the NetSuite actions or events.

 

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Release 8

Release Date: 8 November 2016

Features:

  • New connectors and actions:
    • Microsoft SQL Server
      • Execute a query
    • MySQL
      • Execute a query
    • PostgreSQL
      • Execute a query
    • Zendesk
      • Create a ticket
      • Update a ticket
      • Retrieve a ticket
    • Google Drive
      • Copy a file
      • Move a file
      • Delete a file
      • Get file metadata
      • Create a folder
    • ShareFile
      • Copy a file
      • Delete a file
      • Get file metadata
    • Microsoft OneDrive for Business
      • Create a folder
      • Delete a file
      • Delete a folder
      • Move a file
    • Marketo
      • Add lead to a list
      • Create a lead
      • Update a lead
  • New workflow action "Format date to string"
  • Rich text formatting is now supported for "Send an email" and "Express Approval" actions
  • Introduction of Workflow "Type" to support  the concept of assigned use in the context of subscription licensing:
    • Workflow list now includes a "Type" field that will indicate whether the workflow is production or development.
    • Publishing a workflow now allows the designer to indicate whether it is a development or production workflow.
  • Instance detail page:
    • "Create support ticket" have been added at the top of the instance detail page. This allows users to automatically submit relevant information to our Customer Support queue if they need assistance
    • Instance ID is now displayed at the bottom of the list of instance activities
  • New Tenant information page.

Improvements:

  • Added validation to email, phone number, and URL fields in action configuration
  • Email address fields now support a semi-colon or a comma to separate multiple email addresses
  • Updated the "Switch by value" action to only support text variables
  • Updated the Start event configuration to support selectively adding start event parameters
  • Updated "End this workflow" action to not require any configuration
  • Workflow list and Task list no longer display number tiles at the top of each page
  • Task list has been updated to be a "Task search" page to allow admins to more easily complete outstanding tasks and search for completed tasks for audit purposes.
  • Task search page has been updated to include additional information about tasks:
    • Workflow name that the task is associated with
    • Initiated date and Completed date
    • User that completed or overrode a task
  • Updated connection creation to ensure the user authenticates against the connector, even if they are currently logged in to the specified system (applies to Salesforce, Box, Dynamics CRM, OneDrive for Business
  • Added restrictions to length of first and last names in User Management to 30 characters
  • Trial tenancies now have an indication that it is a trial tenant and the time remaining
  • All references to "NWC" have been updated to "Nintex Workflow Cloud"
  • Limited workflow name to 50 characters and workflow description to 255 characters to prevent columns in the workflow list from being merged
  • Limited user email address field to 255 characters
  • Limit user first name and second name to 35 characters each
  • Updated alignment of column headers on Workflow list
  • Updated row height on incomplete tasks to match the height of completed tasks
  • Updated the "End this workflow" action to exclude the reason field from the action configuration

Bug Fixes:

  • Fixed an issue where the hovering on the start event variables and user defined variables were inconsistent
  • Fixed issue in User Management where email validation displayed error messages as soon as a user started typing
  • Connector dropdown list in Create Connection is now alphabetical
  • Fixed alignment of the error message displayed when site maintenance is in progress
  • Fixed an issue that left a user logged in when closing out their browser

 

Release 7

Release Date: 19 October 2016

Features

  • New events - Microsoft Dynamics CRM
  • Ability to search for actions within the workflow action toolbox
  • Support for multiple and custom outcomes in 'Express Approval' action
  • Support for selecting current date or current date and time from the Insert variable dialog
  • User Management – Administrators can delete a user

Improvements

  • Reduced the spacing between the variables when used in fields of workflow action configuration
  • The workflow instance page now retains the workflow name even after the workflow definition has been deleted. Previously the instance detail page would say "Workflow has been deleted".
  • 'Call a web service' action only allows calling a HTTPS URL
  • Added ability to select a variable from a dropdown list
  • Start event variables that have a type of integer now appear in the External start and Manual start.

Bug Fixes

  • Fixed an issue where deleting a workflow would not terminate all instances of the workflow that was deleted.
  • Fixed an issue where boolean type variables are passed as “text” when submitted via form

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Release 6

Release Date: 5 October 2016

Customer Release Notes

Features:

  • New connector: Microsoft Dynamics CRM
    • Create a record
    • Update a record
    • Retrieve a record
    • Delete a record

Improvements

  • Added support for retrieving picklist options when configuring fields that are of picklist type in Salesforce
  • Added the option to create variables through the Insert variable dialog when selecting a variable for output fields within the action configuration
  • Added support for storing the first item in the returned collection to a variable for the Apply a regular expression action

Bug Fixes

  • Fixed an issue where the result returned of the Apply a regular expression were placed in a collection within a collection
  • Fixed an issue where the breaking of lines in the body of an email wasn't starting on a new line
  • Fixed an issue where the instance detail page's workflow published date displayed the latest published date instead of the published date of the workflow the instance started with
  • Fixed an issue where the link to the published workflow on the instance detail page was not opening the published workflow used at time of execution
  • Fixed an issue where time was being appended to a date/time variable when no time was set
  • Fixed an issue where the workflow failed to publish if the workflow definition was more than 1MB in size

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