News

Greetings Most of the discussions I have with customers who are introduced to our Nintex Platform are ideas of processes they would like to automate within their environment. Some examples typically include; Employee onboarding/offboarding, Problem Identification/Safety Inspections, Travel Requests etc. I decided to do something a bit different, namely a Time Sheet Solution; just to show you guys how to approach a process you'd like to automate using Nintex, once you've taken time to understand and disect it using Promapp like I have below: In part 1 of this blog, I've done a +/- 12 minute introduction to how I broke down the Solution using some of the tips and tricks we've covered in our recent Workflow Pro's EMEA webinar. In this first part I give a short description on how the solution works, and as I continue with this blog series I will dive deeper into the solution.  

Enabling your users or customers to be involved in your business processes via SMS, is a function that is somewhat a necessity in this digital transformation world. Allowing your users to start a workflow via SMS is a great fit for processes such as Customer Feedback, GDPR verification/consent, etc. Or you might even want to create an SMS mailroom, that will allow your users to reply to SMS messages to make those “lazy” decisions on existing user tasks. In this blog post, we are going to have some fun and go step by step with putting together an SMS Workflow solution with NWC and/or K2. No developer/coding skills are required since we will be using the Pre-Sales team’s webhook configuration app, which we can use for prototyping and Proof of concepts just like this. The app will take care of the code that we usually need to put in place for the Twilio Webhook. There are 4 steps to putting together this solution. 

Preview from: Prioritizing with a decision matrix For most of us, implementing a process management program across the entire business in one fell swoop is just not possible. There are too many processes to document and too few resources to plan and execute properly. Facing this reality means planning on multiple phases of implementation – which begs the question: What processes do you start with? See full post here: Prioritizing with a decision matrix

The sky's the limit - especially right now!  Meet us for a webinar on March 9th, at 5:00 IST to learn more.  Our wizards, Vita Zlotva and Dor Haim, will deep dive into: - RPA and the world’s fastest COVID-19 vaccination drive- Other automation use cases in the healthcare domain- How to successfully kickstart your automation journey  and more! Save your spot here:https://www.kryonsystems.com/webinars-events/

Tell us what you know in the comments below!  In the meantime, learn more in this quick eBook we created just for you.  We’ve broken down the top three criteria you should keep in mind when choosing which processes will offer you the most value from RPA.  Let's get started - check out the document below!   

Control C Control V Control C Control V Control C Control V Control C Control V… When there is more than 4 fields to copy data out of any system and paste somewhere else the fun meter goes way down. Let's talk about ways to enhance the fun with Nintex… or at least save you some time. There are always many ways to the finish line but I am going to focus on one way to tackle this. There are two Nintex solutions being used. Nintex’s RPA solution and Nintex Workflow Cloud (NWC). PROBLEM I have data in Salesforce.   Every time this data is saved I have to copy and paste into a 3rd party form.  I do this 30 times a d

Unable to meet f2f for months, Bold Directionz (aka the Kryon Marketing Team) found a unique way of communicating with each other. We think you'll be surprised. Does your anaconda?https://www.youtube.com/watch?v=7vTRozN6KTA Let us know what you think in the comments below!

For GiGadgets, successful RPA means helping others in need.  Check out how they use RPA to create a transforming staircase for wheelchair convenience: https://twitter.com/Ronald_vanLoon/status/1361448007091290117  

Get up to date with the latest templates from the month of February, including a new Nintex Workflow Cloud workflows, including an example of how to use the new Repeating Sections feature, and new K2 Cloud Back to Work templates! PromappProperty Tax Rebate - Provide citizens with rebate for unused property taxes after selling a property.Nintex Workflow CloudMenu Order Form - Learn how repeating sections work with a Menu Order Form example SAP Vendor Onboarding (with

Note: All of this information is now available in the Nintex Help article found here: https://help.nintex.com/en-US/rpa/Actions/Unlock.htm IntroSo you have a routine botflow that you want to run completely in the background, with no human touch to get it started? Sounds like a perfect candidate to run on a schedule, or in an “unattended” manner. Before we get into the weeds, let’s talk some basics. The Basics of Attended vs UnattendedTypically, an initial deployment of a Nintex RPA botflow will involve a user opening Nintex Bot, maybe loading some data and logging into various systems and then finally clicking play to run the botflow. This might happen on an actual workstation/desktop/laptop but it could also happen in a virtual environment as well. This is what would be classified as

Life is full of give and take situations. Mapping and managing business processes in Promapp is no exception (pun intended) to this rule. With Promapp, you can easily capture and present a process in a simple to read format that engages the end users. This is obviously a good thing. One of the ways we maintain simplicity in our process format is with scrupulous discrimination when it comes to the use of decision diamonds to communicate process exceptions. In fact, when dealing with a single-step exception decision diamonds are to be avoided altogether in lieu of Notes. In terms of the process story being told, using Notes instead of a traditional decision diamond compromises nothing. It allows the process writer to be true to the actual process flow while presenting it in a

Our product team have been hard at work, and what a release Nintex Workflow Cloud 120 was! Amongst the new capabilities as part of this epic release; a new action called Run DocGen Package has been added to the toolkit. This action is an incredible addition to provide greater value to you if you are using Salesforce along with Nintex Workflow Cloud and Nintex Drawloop DocGen. So what exactly is Nintex Drawloop DocGen for Salesforce? It's essentially what the name says; generating a document in Salesforce. I'll take that one step further; generating a dynamic document in Sale

The Nintex Community will be offline on 4 March for some essential maintenance.You will still be able to read posts, but you will not be able to ask questions during this time and new registrations won’t be possible.This downtime is required to prepare for upcoming changes to our new-look Nintex Community.When: 4 March 00:01 Thursday, Pacific Time (PT).How long: The process will start at 00:01 (PT) and continue for a maximum of 8 hours. If you have any questions or concerns – please email Nintex.community@nintex.com.

Truth! But it's important to know how.  Your success depends on your automation decisions, and we're here to help.  Check out our guide, where we share:  -The ins and outs of Process Discovery-The key benefits of using Process Discovery-Helpful tips on how you can fully realize each of these benefits  +more!  Deep dive into our guide Scale Your RPA Success Kryon Process Discovery below! Which tips surprised you the most? Let us know in the comments below! 

Check out how Kryon's off-the-shelf V-Bot enables quick and efficient mass scheduling of COVID-19 vaccination appointments:https://www.youtube.com/watch?v=3vcRwj6CG5U Let us know what ideas you'd like to use RPA for in the comments below! 

We're here to help! Check out our on-demand webinar, where our Wizard, Marlon, shares everything you need to know about working with embedded wizards and global commands. He'll deep dive into:  -What embedded wizards are and why they are so useful-The new feature global functions (since v20.9) -How to leverage global functions like a pro Grab a snack, and catch up with us online here:https://bit.ly/3u8J9hV 

TopicPartner accessing their customer's Nintex Customer Central.InstructionsPartners are not able to access a customer's Nintex Customer Central directly unless provided a specific email with the company domain. The prefered method is as follows: For your Partner to be granted access to Customer Central, please have the Customer Central Admin take the following steps:1. Sign into https://customer.nintex.com2. Select Contacts from the left-hand navigation menu.3. Select the Add Contact button on the right-hand side of the page.4. Select Delegated User from the Role menu. 

Meet us online March 2nd, and we'll be happy to show you!  Save your spot for our webinar at 2:00 p.m. GMT/9:00 a.m. EST, and our Wizard of Wizards, Marlon, will break down:  -Ways to leverage variables to increase efficiency-What you should know about boosting your automation with Excel variables-How the Kryon Assistant (attended) can launch an automation and then pass it to an unattended robot to complete We hope to see you there! Sign up here:https://bit.ly/3jX9pa3 

We know that form designers are always looking for ways to improve the experience of form participants. Form designers want to increase the likelihood that their forms get filled out, both quickly and accurately, and that their workflows get adopted by the business. To help in this regard, we have taken your feedback and added functionality to be able to bind third-party data to a new control in NWC forms, the Data Lookup Control. This control will help form designers by: Reducing required manual data entry into a form​ Improving data accuracy and reduce the risk of bad data​ Reducing time to complete forms​ Improving participant experience and increase the number of forms filled out Now creating a data-bound drop down is as simple as configuring a data source in the dashboard and selecting that data source it in the options available of the Data Lookup Control.  We currently have

As part of our accelerated connector rollout, I'm excited to say we have six new connectors for our customers. Yup, you heard right! Six 🙂 As of today, the new connectors available are: Google Sheets Google Calendar Google Tasks Google Docs Asana Mailchimp  Google Sheets Google Sheets is a spreadsheet file service developed by Google. Users can create, edit, and share spreadsheet files on their Google Drive accounts and invite others to view and edit them. Google Sheets is light-weight and easy to use tool for powerful data collection, storage, retrieval and visualisation of data. It leverages many of the same patterns as Excel and is largely considered a light-weight version of Excel, built from the ground up in the cloud. The actio

So… You have a complicated process to automate. You are going to start building it. Oh… You already built the whole thing? Did you test it? It got an error? Why is it broken? You don’t know why? Did you use a log action? You don’t know what a log action is? YOU came to the right place… Before we get too far lets talk about best practice. If possible with any sized project you want to test as you build. This way you know when something works and upon adding something it breaks… you know what caused it. The below information will still apply to this scenario but its always good to test more often then not at all. Where testing often doesn’t work is when the project is already built and now you are trying to reverse engineer where its stuck or why its stuck. Pop in a Log action…  The “Lo

We're excited to announce the launch of our new Nintex Process Platform documentation site, which will host the Release Notes for all Nintex Process Platform capabilities from today. We speak with our customers about documentation, and you've told us you want easily-accessible release notes and platform-wide information. The Nintex Process Platform site is launching with web browser support information and release notes for the whole Nintex Process Platform; we'll be adding information on Nintex Process Platform limits, Nintex Process Platform interoperability, licensing management content and much more, all in one consolidated place! We're aware as we launch this new site that some users of the Nintex Community site subscribe

 Hello everyone,  Thanks to Palesa Sikwane‌'s endless nagging but most importantly his ability to always help me, I finally decided to get to it, this is my first time writing a blog post.  Thanks Palesa Sikwane‌  Did you ever have a request where by a user can't submit duplicate entries to a SharePoint list? Well I did, given that the out of the box survey solution on SharePoint wasn’t going to help me much.Users have to complete a survey and attach a document if necessary. The requirement was that we restrict the user to submitting one appl

This question has been raised many times in the forum and I was eager to find a solution with NF.How can you allow the users to submit only once. I had this working in the InfoPath but did not get any success on Nintex Form (probably messing up a very basic lookup).Here are the steps to create a form which can be submitted only once by the users.1. Create a list and add an additional column:     a. UserName - single line text.2. Edit the form with Nintex.3. Add 2 panels on the form. In the first panel add the form fields that you want the user to enter. In the second Panel add the text - "You have already submitted the form once" - bold.4. Change the configuration of UserName field as below:     This way you are saving the value of the current user in the uppercase. You can hide this field in the form is you want.

At Nintex, one of the most common questions from prospective and existing customers is, "Can you integrate with [insert name of] application?" We understand that our customers rely on a vast amount of additional third-party applications every day, which makes connectivity even more integral to expanding and consolidating your process automation solution.  Nintex is accelerating a connector rollout over this next year and beyond. I'm excited to say we have two new connectors for our customers and will be delivering a number more in the coming months. The new connectors available are: Trello Google Directory Trello: Trello is a web-based Kanban-style list-making application which is hugely popular, even in large organizations. Trello is a powerful, free and versatile tool perfect for simple integration to accompany Nintex Workflow Cloud. Trello's flexibility mean