Upgrade and modernize your Nintex Processes
Ready to start your upgrade journey from Nintex for SharePoint On-Premises to Automation Cloud? You are in the right place! The Nintex Upgrade Program is here to help you navigate through each step of the upgrade journey to ensure your workflows are migrated successfully to Automation Cloud.To get started with your migration to Automation Cloud, contact your Nintex Account Manager or Customer Success Manager. Your Nintex representative will review your Nintex workflow data with you and discuss your options for migrating to Automation Cloud.Click here to learn more about the upgrade tool and access self-help resources.
Ready to start your upgrade journey from Nintex for Office 365 to Automation Cloud? You are in the right place! The Nintex Upgrade Program is here to help you navigate through each step of the upgrade journey to ensure your workflows are migrated successfully to Automation Cloud.To get started with your migration to Automation Cloud, click here to complete the program registration form. Once the form is submitted, one of our representatives will reach out to you to discuss options and next steps. If you are ready to activate your Upgrade Tooling, simply provide your Office 365 tenant information while completing the form and your tooling will be activated automatically.Click here to learn more about the upgrade tool and access self-help resources.Click here to see a demo video of the upgrade tool
Hello, I have a "choice" column in a workflow that only gets updating in a task. After the task is completed, I want to display the choice that was selected in the same column in the list view in SharePoint. I'm struggling to achieve this in Nintex Automate Cloud, it was very easy to do in O365 as I set the column to be connected to "same column" in the form settings. I tried the following: Create a form variable and then use the Update Item action It doesn't allow me to select my form variable in the Update Item action for this column (I'm assuming it's because it's a choice column and not a text/string column) Query the list where this column is "after" the Task is completed and then use the Update Item action Same issue as above, won't allow me to select what I need from the Query results Here is a screenshot of what I am trying to do via an Update Item action: Any help or insight is greatly appreciated! Thanks
Hello, In my current O265 workflow I have an email action that allows me set the TO field using a column in my list that is a calculation. Here is a sample of the calculation (it's used to determine between two users, which one to send the email notification to based on a column being null or not) =IF(ISBLANK([Sample Column]),[User 1],[User 2]) If null: sends to user 1 If not null: sends to user 2 In Nintext Automate Cloud, I am getting the below error...I made sure that both user 1 and user 2 are in email format This was in O365
While using the tool for upgrading, I'm referring to the "How to" documentation for the current item context. Specifically in use with Update List Item action. I need clarification on two things: 1) It says the condition should be set to List Item ID is equal to integer Start Event Variable ID. I didn't have a Start Event Variable called ID, so I created one. I don't have another action setting the variable to a value though, how will that work? I might be mis-understanding the documentation. 2) It mentions having an ouput variable, can someone provide a little more context in how I would use the output variable when updating a list item? Any insight is greatly appreciated Thanks
Upgrade Center Coaching SessionTopic: Upgrading O365 Document Management WorkflowsDate: December 2021 Here are the questions and answers discussed during this coaching session: Can you dynamically change the file names when using the SharePoint Online - store a file or SharePoint Online - copy or move a file actions? Use the SharePoint Online - Rename a file action to rename the file after it has been stored. Learn more about the SharePoint Online - Rename a file action In the past, you had to do some configuration in your Word template document to make the repeating section work. It looks like you no longer have to do that? Repeating data is now supported by the Generate Document action in NWC. You do have to create the basic structure in your template document to display the repeating data and paste the start tag and repeating data tags in the appropriate locations in the template. Learn more about the Generate Document action. We have
Upgrade Center Coaching SessionTopic: Upgrading O365 workflows that contain tasksDate: October 2021 Here are the questions and answers discussed during this coaching session: We have processes where sometimes it is necessary for someone to intervene when a task assignee hasn't responded to a task. Administrators in NWC can override tasks in this type of scenario, however, we may not want to assign a lot of users as administrators for security reasons. Is it recommended that we use the escalation option to assign a task to another user if the original assignee doesn't respond?Yes, escalation is a perfect way to handle these situations. Another option could be to allow the original task assignee to delegate the task. Task delegation functionality is on the roadmap for NWC and will allow users to delegate tasks in My Nintex or on the tasks page. In the meantime, you could add 'Delegate' as an outcome on the task. Then you could add a control on the task form to all
Upgrade Center Coaching SessionTopic: NWC Overview for Nintex for Office 365 UsersDate: September 2021 Here are the questions and answers discussed during this coaching session: What happens when Assign a task and Start a task process actions get upgraded? What actions are they mapped to in NWC? Assign a task actions in O365 are converted to Assign a task actions in NWC. Start a task process actions in O365 are converted to Assign a task to multiple users actions in NWC. What happens after upgrade when an Assign a task action in O365 is assigned to multiple users? It is not possible to add multiple users to the participant setting of an O365 Assign a task action. It is possible to add a SharePoint group as the participant. If this is the case, the assignees will need to be configured in the NWC action after upgrade because SharePoint group references is not available in NWC. When identity federation is set up, are users added automatically?Users are all automa
Welcome!Ready to start your upgrade journey from Nintex for Office 365 to Nintex Workflow Cloud? You are in the right place! The Nintex Upgrade Center Program is here to help you navigate through each step of the upgrade journey to ensure your workflows are upgraded successfully to Nintex Workflow Cloud. As part of this program, we have created the Upgrade Center Group on Nintex Community.Here you'll find:The Upgrade Center Forum where you can ask your upgrade questions and get answers from Nintex experts The Upgrade Center Knowledge Base where you can learn tips, tricks, and best practices for upgrading your workflows The Upgrade Center Blog where we'll post the latest news and updates about the programIf you haven't done so already, please visit Customer Central to learn about the program and request Upgrade Tool activation and register for the Upgrade Center pilot. Learn more about upgrading from Nintex for Office 365 to Nintex Workflow Cloud:Demo of the Upgrade Tool – Nintex Youtub
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