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As part of the recent upgrade in Nintex Promapp has implemented support for the SAML (Security Assertion Mark Up Language) conditions as part of its Single Sign-on functionality.  These conditions improve the security of single sign-on and ensure that claims generated by your Identity Provider can not be replayed by another party to gain access to your Promapp site.  The conditions supported include the time period that a claim is valid, whether that claim can be replayed, and specifying the intended audience for claim. For more details, see the Single Sign-on help article or our Release Notes.   What are the impacts?As part of any upgrade we thoroughly test Promapp’s adherence to the SAML protocol and it’s supported Identity Providers – Azure AD, Microsoft Active Directory Federated Services (ADFS), Okta, and OneLogin.  However, the audience restriction typically allows for custom configuration and this is where we have seen issues for customers.  The audience specified in your Identi

Nintex Workflow Visio Shape Collection - Initial ReleaseCheck out the asset in   - Nintex Workflow Visio Stencil Sheet   FeaturesEasy to mock up workflow designs in Visio prior to development work. OpenSource  Actively Developed 148 Shapes Nintex Workflow 2016 Shapes Easily installed (Installation instructions here)Planned FeaturesLabels for each shape Additional Icons for other products  Screen Shots  UPDATESVersion 1.2 (current)All actions have working connection end points Actions/icons have been sorted alphabetically Version 1.1All actions have been named properly. New .zip file with Visio Stencil sheet  Disclaimer As stated in our Terms of Use, Nintex is not responsible for any third-party content made available for download on Nintex Connect, whether or not this content has been reviewed and/or moderated by Nintex and regardless of who originated that content (including, but not limited to, Nintex employees, partners, affiliates, or moderators).  Users shall assume all risks asso

The other day I overheard someone needing to encode/decode a URL string inside of a Nintex Workflow (and again at the Nintex 2017 InspireX during a presentation on Azure Functions). Presently this is a non-trivial task (more information here), so I decided to simplify the process a bit by creating a set of REST web service endpoints that would handle the encoding/decoding process.These web services can easily be called from the Nintex Workflow Web Request actions in On premises products as well as O365.To use these web service endpoints, configure a 'Web Request' action to POST application/json content to these endpoints:Encode: http://swunaapi.azurewebsites.net/api/Url/Encode Decode: http://swunaapi.azurewebsites.net/api/Url/Decode To use the endpoints POST the following JSON:{"value" : "Url To Encode/Decode"}

Hello, **********I strongly suggest you review Repeating section as html tableIts easier and more efficient than this.********** I've been searching alot for something simple to convert or decode the xml that is generated from the repeated section into a plain text. most of the blogs uses UDA and some complex workflows to do that. but i managed to make a simple workflow and some extra controls on Nintex forms to get the text i needed. it may not be the optimal solution for most cases, but for me, its just what i need  as a start, create two list columns type of Multiple lines of text "plain text"   - Create a form using Nintex Forms. - Create the repeated section you need.  note that all controls inside the repeated section must be "Not connected". only connect the repeated Section to one of the multiple lines column that you created. name the controls inside that repeated section. when publishing the form and creating a new item, you will see the below results in the Repeated Action C

Any Drawloop user in the Salesforce ecosystem knows that Nintex can deliver powerful document automation using data in Salesforce. This automation typically includes point-to-point value to document merging. However, there is sometimes a need to go beyond what is simply stored within Salesforce and deliver aggregates, grouping or charting of data. Drawloop does have the ability to preserve native MS Word, Excel and PowerPoint charts within a template. Drawloop can feed raw SFDC data into a template and allow a MS Word, Excel or PowerPoint chart to update and reflect the incoming raw data. This is especially powerful when making use of pivot charts or tables.  To make this work, you must first push the raw data to your template. In our example, the template is in excel. The raw SFDC report data is going to be pushed to the ‘Data’ sheet and our pivot chart will be on the ‘Output’ sheet.  Within the template, you’ll need to insert a pivot chart of your choice and highlight what you want t

What is the status of this? At what stage is that? Who is taking so long to sign? Where did this go? Why did this get sent back? All common questions one can get during any business process. When adding Nintex automation to any process the process is accelerated. As a regular user when asked one of the above questions what is the answer you give? How do you find out at what stage the process is at if you are not a Nintex admin? The answer is simpler than you would think. With Nintex Workflow Cloud or NWC you connect different systems of record and add automation where human interaction gets in the way. For example lets look at a quote to cash process.  The data is in Salesforce and pushed into a document for esignature. Prior to the signature there is an approval/redline process. Once approved the document is automatically sent through the signature process - no human intention needed. The Sales persons job was done at starting this the workflow. The workflow is quarterbacking everythi

Whether you are looking at digitally transforming your business to electronic forms, building workflows, generating documents or automating desktop manual processes through RPA, ROI is an important factor.  A solid digital transformation plan, will not only include the processes that you should automate, but also the best of breed tools you should use, and the cost of not only licensing, but the savings your business will achieve through this transformation. In this post, I'll endeavor to cover a few things to think about, that most companies aren't thinking about during thei digital transformation journey. Crowdsourcing understanding your businessWhether large or small, you are probably underestimating how many processes occur, in order for your business to run every day.  There is knowledge in the brains of your staff, that they bring into the business, that they have done for so long and continue to do, without even knowing it.  Should those employees get promoted or leave the busin

To import Excel sheet into SharePoint list , We can use Query Excel Services Action with Collection operation . Requirements : 1. Excel file has "No" Null columns.2. SharePoint List3. Controls : Set Variable, Query Excel Services, For Each, Collection operation, Create item. Step 1 :Set Variable of Max Row needs to be imported. step 2: Use Query Excel Services Control as below  Use credentials to login to site , Workbook path should be an absolute path with sheet name Cells to retrieve is from and to rows  store in collection variable. step 3: For each loop with run if and collection operation and create item Foreach :Target collection is Unique Column , Get the items and store in item till max number of rows (Index) RUN IF:Run  the section if it is not empty COLLECTION OPERATION: Get the column collection and get the items and store in variable  At last create an Item using Create Item operation :   Finally upload the Excel with out any empty columns ( in case null fill " -" or someth

Since adding the Geolocation control into Nintex Forms, I've been getting a lot of questions around other geo-coding information and how to incorporate it into a business process.  This post is actually about a particular process where we use Nintex Workflow, but incorporating a Nintex Form into this would really help things out and make this process very interesting.  The User Defined Action (UDA) in this post, will take a known place or address (preferably, use an address), and it will give you the Latitude and Longitude.  This is actually part of a bigger process which I will talk about in a future blog post. Requirements In order to get the Latitude and Longitude, I chose to talk to the Google Geolocation API.  Therefore, you need to go to the Google API site and apply for an app api token.  Once you have that, make sure you enable it to use the Geolocation API.  Then, create a Nintex Workflow Constant and store that token, so that you can use in your workflows without ha

See post on SimplifyingProcesses.com Being a kid of the 90s, I have fond memories of the choose your own adventure books. As much fun as those books could be, that same type of experience in process management is not ideal. Processes which are broad in scope and contain numerous exceptions quickly render themselves useless for the front line workers in the business who rely on concise and accurate knowledge to perform their jobs well. Below we will identify various categories of exceptions and propose exception management techniques specific to Promapp – the process management platform by Nintex. Categories of exceptionsGiven the reality that exceptions occur in all but the most basic of business processes, it is incumbent upon us to determine how best to handle these exceptions. I would like to submit three categories of exceptions for examination in this article. These are not exhaustive but represent most exceptions you will encounter. The first category is a single step exception a

Scenario: We have two lookup column . Column A contains Country and Column B contains Sites.Based on country selection sites will get filter out .Issue: Since Sites contains duplicates value , in drop-down also it get visible.Solution: 1. In nintex form , save client id for the column B dropdown in nintex form. In below code client id is "txtsite".Then using $("select[id="+txtsite+"]>option") we get all list of values in dropdown .On "Mousedown" event , create array and check each value of dropdown , if value is already in array remove value otherwise add value to array. Once all check has been done, assign back the array to control value. <script type="text/javascript">//<![CDATA[ NWF$(document).ready(function(){    NWF$("#"+txtsite).on('mousedown',function(){var usednames={};$("select[id="+txtsite+"]>option").each(function(){if(usednames[this.text]){                $(this).remove();            }            else{                usednames[this.text]=this.value;         

When you start to go down your automation journey a common thing exists. You have parts of the same exact process in many different scenarios. Nintex has a way to avoid recreating the same work over and over. Simply Call another workflow. A way of solving this exists in all environments of workflow. Here is an example… You have hundreds of different contracts you send out. You want to automate the entire process. The first half of this process is always different depending on the use-case… Starting Event or How the process is started? (Forms, CRM, Time Based, Etc…) Systems used Contract used… The list could go on. But in a scenario like this there usually is a common part of the process. The delivery.  Without this feature I am talking about… You would recreate these steps for the delivery… for each contract. Here we always want to do the same things… Sign the document Store the document when completed Notify the CRM the deal closed Message/ Brag on Slack the deal closed Order a Pizza

On this new October release, the "send notification" action have brought two new features that will bring some new capabilites to your Office 365 scenario.Mails can now be sent to external emails Mails can now contain multiple attachementsFrom the release date of this new version, when you will upgrade your app on your tenant, you have this frame that will open Lets make a deep dive in it. Everything we are going to talk about today is the "send an email" Action!                         So let's take a look at the difference between the previous and the new version. basically graphically, you  will see a new parameter below the "Subject"  line. This will allow you to add Email Attachmnents in your email.  In a list Workflow that is launched on an item, you can send attached to your email the listitem attachments by simply checking the "Include Current List Item Attachment" Checkbox.In another hand you can also select a document which is not atached to the item by specifying the direct

Let's take a look at the configuration and the functionality of Workflow Tagging. We'll start in Nintex Workflow Cloud Settings. You should see a new entry called Tags.The first option you will not is 'Allow workflow designer to create tags'. This will be On by default in all tenants and refers to the ability for the designer role to create tags.Add new tags by putting a name and selecting a colour from the Nintex Spring Summer pastel colour palette.With all your tags in place, you can now assign tags to workflows, workflows to tags. On your Workflows Dashboard, select Edit tags from the workflow edit menu. Add the relevant tag(s) here and update. You can also add AdHoc tags here. Tags can also be added on the Publish screen when publishing a workflow. Once your workflows are tagged, you will be able to filter the list using the filter capability and also by clicking on a tag specifically. Back on the Settings - Tags page you can now see workflows have been assigned to tags and from he

The ProblemI recently had a customer ask how they could theme document templates based on certain criteria in a workflow without having to maintain multiple templates. As you can probably imagine, having to update multiple templates when content changes could present a variety of issues. The SolutionUsing Nintex Workflow Cloud to start from, I setup a botflow in Nintex RPA to tweak the looks of the main template for each run of the workflow. Watch this quick video here:  The botflow takes advantage of Word's built in "Theme" functionality. The botflow simply opens the Word document, adjusts the Theme based on the input variable from the workflow, and saves it. Then the workflow continues on to generate the document with the new theme. In my example I kept it simple with an input form, but of course that "Theme" could be determined using any matter of methods. The important part is setting the botflow's Input variable to match what is expected in the List lookups. Short & sweet toda

The Nintex Xtensions framework will allow developers to build custom connectors, using their own preferred code and development environment. Developers will be able to integrate any functionality that is accessible via a REST web call, through secure connection (HTTPS), in the Nintex Cloud Workflow Designer. Using tools like Windows Azure Serverless functions or Amazon Web Services, developers will be able to make their custom connectors available to workflow designers in their Nintex Workflow Cloud tenant. To add a connector to your Nintex Workflow Cloud tenant, follow these steps: Note: In order to access Xtensions within Nintex Workflow Cloud, a user will need to have the Developer role assigned. Open your Nintex Workflow Cloud tenant, and then click Xtensions in the dashboard (left pane). Click on the  to insert a custom connector. Copy https://raw.githubusercontent.com/sdknintex/xtensions_cc_quickstart/master/QuickStart.json Insert the copied link into the Swagger URL input field

There are many examples of files and documents languishing in legacy or onpremises containers and being manually dragged and dropped or browse upload to an end repository. Invoices scanned or emailed to a central location, bills of sale dropped off in the mail, certificates of authentication, transaction receipts and so on.Take a look at your email inbox. In the last week there’s probably been a PDF you’ve received or a spreadsheet you’ve been sent to update or simply store somewhere in the cloud to then work on or share elsewhere as best practice. I believe digitally transforming these use cases should be quick and easy but truly transformational to the business implementing them.So how can we get from the legacy to the cloud, particularly when it comes to documents and files. We’ve seen Nintex RPA Run Workflow explained before, if you haven’t here’s an example - https://youtu.be/UROFnETCkM8 but that’s all text values. How do I get a physical document up there.You’ll need a few things

Now that it's 2016, we felt it was about time to revisit one of the most popular posts in community history. In Part 2, we would like to go deeper into how workflow history affects the performance of your farm, and some best practices on keeping your Nintex database(s) clean and properly maintained. Before going into specifics around how to maintain a database, it is important to know how Nintex Workflow databases work and how they can affect workflow history and performance. The database itself affects all aspects of workflows. Below is a quick description of what happens when you start a workflow: Workflow is initiated by a user or programmatically A lookup is done to see what database is configured for the history to be placed in. (which DB is mapped to the site collection where the workflow is being run)  The SharePoint Workflow Engine compiles and starts the workflow An initial entry is added to the database tables logging the workflow instance ID, siteid, etc.  The workflow Engin

A customer recently asked me how could a form default to the next first Friday of the month. If the current date was passed the first Friday of the month, select the next month. A complex idea, but I found a way to solve this through a complex formula. The video explains how to solve this, or the formula is included below if you wanted to reuse the example, or download the example form. ifElse(formatdate(dateadd("Days",0,dateNow()),"ddd") == "Fri" && converttonumber(formatdate(dateadd("Days",0,dateNow()),"D")) < 8, dateadd("Days",0,dateNow()),ifElse(formatdate(dateadd("Days",1,dateNow()),"ddd") == "Fri" && converttonumber(formatdate(dateadd("Days",1,dateNow()),"D")) < 8, dateadd("Days",1,dateNow()),ifElse(formatdate(dateadd("Days",2,dateNow()),"ddd") == "Fri" && converttonumber(formatdate(dateadd("Days",2,dateNow()),"D")) < 8, dateadd("Days",2,dateNow()),ifElse(formatdate(dateadd("Days",3,dateNow()),"ddd") == "Fri" && converttonumber(formatdate(

Combining all aspects of process automation has been the Nintex north star since we acquired RPA technology house Enablesoft back in 2019. There's true value (and sense) in combining the linear, task driven, quick impact Robotic Process Automation capability with a dynamic, state driven, human centric Digital Process Automation practice. Calling a Nintex Workflow from a Nintex RPA botflow is already native to the product, let's take a look at how we've flipped that on it's head and closed the loop with the Nintex Gateway.The Nintex Gateway, as per our release notes: "Start an RPA job that will run an unattended Botflow as part of your workflow". There is ALOT to unpack in that one simple sentence, in this blog I'll focus on the set up and configuration of the Nintex Gateway to get to a functional stage calling a Botflow from a Workflow, but as a takeway or action on you the reader is to explore the two arenas we're bringing together here with Nintex Workflow and Nintex RPA. One such us

Click HERE to view a recorded webinar by Ayelet Gazit, on the newest software release, 20.3.The webinar was recorded on April 7th, 2020. Answers to questions raised on the webinar:Do we still need the AD admin for setting up the AD access? - Yes, in order to be able to connect to AD and get all the relevant information Can you customize "success rate" on Kryon Console? - At this version it is a fixed calculation During the installation of PD can we use Microsoft Software Center ? - It is on the road-map. We do support automatic deployment using scripts / images etc

The other day I had someone reach out to me asking me how to add clickable hyperlinks to their agreements. I began searching the web and was able to find hyperlink tags for Agreements. This was helpful, but as I tested things didn't work as I expected. In this article I will go over points that I stumbled across so creating hyperlinks in your Agreements will be much easier.  Here is the documentation that you will find on Adobe's site for creating hyperlinks for Agreements. The tag that I used was {{companywebsite_es_:link(http://www.adobe.com):label(Adobe)}}But this needs to be broken down a bit.companywebsite - This is the field Name and can be changed es - This is required it is the Idendtifier for AdobeSign link - This is required it tells Adobesign a Link will follow. label - This is required this is the text that will be shown to the user when an agreement is created. Problems I faced and how I resolved them: Hyperlink not populating into the agreement. This may be due to the tex

One of the major differences between Nintex Workflow for SharePoint Server and Nintex Workflow for Office 365 (online) is that the latter does not support third-party workflow actions.  This means that, while The Muhimbi PDF Converter for SharePoint on-premise includes a wide array of workflow actions for Nintex workflow, The Muhimbi PDF Converter for SharePoint Online cannot take advantage of these in the same way. Now, this doesn’t mean that you cannot use Nintex Workflow for Office 365 with The Muhimbi PDF Converter for SharePoint Online, it just means that when authoring Nintex workflows, the editor will not automatically show Muhimbi’s custom workflow actions. Muhimbi has an excellent article on how to use Nintex Workflow for Office 365 to Convert and Merge documents, you may want to read that before continuing as it provides a great background for the rest of this article. The workaround linked to above works very well,  but embedding the REST based Conversion logic in business w

What’s new in this version? Introducing a beautiful new set of Process Discovery logos!  Now you can download information from discovered processes and their selected variants to an Event Log, in csv format. The Event Log is easily imported into process mining tools, to enrich process findings with detailed discovered execution steps.  We’ve added an option to give names to windows and objects from the Process Map > Action Properties pane, for improved readability and ease of editing when sent to automation. The MaxDistanceBetweenVariants parameter is back at user’s request on the AI Engine page in PD Admin. It determines when similar variants are considered a single process. 

  Just follow the next steps. Open Nintex form Select Code NWF$(".nCAF-library-ribbon").hide();