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Introduction

We're excited to announce that as of today, our Nintex Forms for Office 365 customers can now publish and use forms in either the Nintex Forms add-in or the Nintex Automation Cloud SPFx apps. For those who aren't already aware, Microsoft is moving away from add-in apps, and you'll need to transition to SPFx apps. For more details, check out this link. This important feature follows the completion of the final features for our Form Upgrade tooling, which helps customers upgrade to New Responsive forms. This is the next crucial step in this transition.

 

Prerequisites

  • Form must be upgraded to New Responsive Format
  • Must have a Nintex Automation Cloud Tenant
  • Must have a valid active license

 

Steps to Get Started

  1. Install the SPFx app from the store. Help Link
  2. Open the New App and you should see "Customize SharePoint list forms" as an option. Click on that.
  3. If it is your first time opening List Forms in SPFx, you will also need to grant consent for the app, so each user doesn’t need to login. This will need to be an Admin who has permissions to grant consent.
  4. If you already have a New Responsive Form published on the list, you will see it as a draft for review.
  5. Publish this form, and you've successfully moved the form to SPFx.

 

What's Next?

You might be wondering, "That's great for one form, but how do I move all my forms?"

Rest assured, this isn't the end of our assistance in helping customers and their forms migrate to SPFx. We're currently working on finishing the remaining parity features to ensure we provide the functionality you're used to and more. We're also developing scripts to assist with bulk movement, such as bulk republishing and identifying form locations, versions, and the app they're currently using. This will help streamline the migration process. Keep an eye out for another post later this quarter when these tools become available to help customers with bulk migration.

 

FAQ

If you have any additional questions not listed, please respond to this post and we will get it answered and added to the FAQ.

  • What if the form on the list is a responsive or classic Form?
    • You will not see legacy forms in the new SPFx app. The recommendation is to upgrade the Form in the add-in app before moving to SPFx.
    • Alternatively, you can import a legacy form definition directly into the New Responsive designer.
  • What if I use multiple content types?
    • Each content type is treated separately, so you can have one published in the old and one in the new app.
    • You will only see new responsive published forms in SPFx. So, you will need to upgrade the Form in the old add-in app before you will see a form for that content type in the new app.
  • What about if I don’t have the add-in and we are going straight to SPFx?
    • You can import your old classic or old responsive forms directly into the designer to upgrade these forms
  • Can I remove the old app after upgrading and publishing in SPFx?
    • Yes, however you will not be able to rollback after removing the old app and would be recommended you complete your testing before removing the old app.

Thanks @leighburke 

Exciting to see this happening.

Some feedback on the documentation - SharePoint list forms with Nintex Automation Cloud

From the sharepoint list missing clicking on the Nintex button on the command bar first, then clicking on ‘Customize SharePoint list form’

Also the first time I accessed this I had to consent a new application in Entra for ‘Nintex Forms for SharePoint Lists’. I could find this app consent referenced in the install documentation pages.


@Gavin-Adams Thanks for the feedback.

The help was updated to add a note about needing to grant consent on first use for Forms. Just let us know if you have any further feedback or this is unclear after the update.


Hello. So I’m a bit confused on item #4. 

 

What does this mean exactly? We have tons of new responsive forms in Nintex Forms for Office 365 application. Are you saying we still have to open and “republish” the form in the new SPFx app?


@brandiwoodson  We will be looking to provide a script to enable customers to bulk republish but at this stage it would be manual republish if you want to have that existing Form in SPFx.


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