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Intro:This solution will enable users to select a day and see the available appointments for that day. Environment:It uses SharePoint on-premise (I'm using 2013 but any on-premise environment will do) MS SQL database, Nintex Workflow Enterprise edition, Nintex Forms Enterprise edition(Responsive Form). Reason for this post:I have seen many posts on the community asking about creating an appointment system or another type of system where once a selection has been submitted from a dropdown that selection will not show for the next user.  This solution will be for appointments but you could easily use it to reserve a room or car from the fleet for a day using the same concept. I have made it self maintaining so there should be little to no need for an administrator to have to intervene.  There will be 16 appointments a day from 9:00am to 4:30PM (every 30 minutes) but this c

Intro & LinksThis blog post will continue a small series that I have planned, focusing on how Foxtrot RPA and Nintex Workflow Cloud are better together. The intention is to provide ways to integrate the tools until we get the built in functionality that is coming. I will focus on ways to do this using each tool’s built in functionality, rather than any extensibility capability, to emphasize the “no code” philosophy that Nintex aims for. I will update each post with links to the other posts in the series. Starting a Botflow from a Workflow (with Document Generation) Workflow Waiting for a Bo

Recently the topic of a state machine came up with Sean Docherty. I wanted to put thoughts to paper so that I can share my experience with the community and see what others view points are. The ScenarioIn this example I am creating a workflow for a software acquisitions process. Below is a high level view of the steps taken:1. The user fills out a basic form requesting software2. The planning team updates the form with the PRODUCT ID     a. The workflow checks to see if it has been CANCELLED3. A task is generated for the requester's supervisor to approve     a. If approved, the planning team schedules an INSTALL date and completes the request     b. If denied, the requester is notified with details on why     c. If no action is taken with 24 hours, the request is automatically cancelled For t

I would like to share my solution to a little problem that I recently encountered in a project.  I was using tabbed forms and noticed that submitting the form, if you re-open the form in view mode you will see that the form is not appearing with first tab selected. It is selecting the tab last viewed and displaying the visible panel for that tab. What’s happening here is the choice control is saving the value internally of last option (Tab) selected before the form is saved and that’s why when you are trying to view the form it’s selecting the last value it reached and displaying the required panel that is visible for that value. (Incidentially, if you’d like to know more about choice controls and rules, go here.)

With the Introduction of the Modern View in SharePoint for O365 and ShaerPoint 2019, Microsoft have made it relatively easy to utilise their new feature which allows formatting of columns and views using JSON.Information about column formatting can be found on the Microsoft Docs site. When a Nintex workflow is published in SharePoint for O365 a workflow status column is created in the list.  I wanted to utilise the Microsoft column formatting feature to help colour code this column to make it easier to see the status of workflows at a glance. The workflow status column is not populated by default so "Set Workflow Status" actions need to be added to the Nintex workflow to update this column, which a lot of users already do. My Journey:I started off with the below sam

Click HERE to see the recorded webinar from May 29th, 2019, hosted by Daniel Shai, T4 Manager, and Ayelet Gazit, Training Manager. This webinar we covered the following: • How to choose the right processes to automateWhat questions you should answer before you start How to define your parameters for success How to discover, map and implement the right processes for successful RPA • Abracadabra! Step-by-step wizard creation for contact centersWhat’s important when developing your wizards Customer use cases

We are soon to introduce some new functionality in the Rules Engine of NIntex Forms for Nintex Workflow Cloud. We are allowing rules to execute anytime without user input to make Form Input rules more dynamic and improve Submit Rules. Along with this, we are removing the Form Load rules. Check out the video below to learn more! 

With any automated process that contain approvals sometimes they can be conditionally needed to speed things up. For example, in a sales type use case let's say a Rep is allowed to give a 10% discount on any deal without approval needed. Approval then is only needed if the Rep goes rouge and gives 25%. Let’s say whenever the discount is greater than 25% then the Boss's Boss needs to get involved. This type of process is really common and creatively configuring your workflow can make something like this error free. In the picture below I am using a "Run if true" action and renamed it "Need Approval?". If you look at the configuration on the right its looking at a "OppNeedsApproval" variable and only proceeding with the actions in the box if the logic equals true or Yes in this case.  "Run if true" is great to use i

In a previous blog we discussed How To: Extract XML Data from a Repeating Secion. This time I wanted to take a look at how we can inject data into that same repeating section and form to add more lines without having the user manually enter them. We can accomplish this once we understand the data structure and how it is being built. From there, we can simply create new items within the data and post it back to out list. Let's dive in! ScenarioI have multiple items that I need to inject into a repeating section within my Nintex Forms. This will allow for a single view of items for approval or review. If you followed along on

There are many requirements where Approvers need to upload attachments on task form, which need to be uploaded on main item instead of task form.I have achieved it using REST and JS. Major Steps :1. Create RichText Control on Text Form to show attachment and add attachment button.2. Add JS which use REST API to add attachments Requirement Result Screen : On click of Show Attachment button, it loads attachments of Related item with add attachment link as shown below on Add attachment it opens below screen and we can upload attachment by selecting file.  Solution1. Drag a Task on workflow. Click on Edit Task form.2. Add a Rich Text Control on form as shown in below screen3. Edit Properties of Rich Text add below HTML in Rich text as shown below

To limit the maximum length of input field during typing you have to assign a Control CCS Class to an text box. The class name is a concatenation of string 'kob-maxtextlen-' and a number giving the maximum text length.After assigning the Control CCS Class and activating the javascript you will find below, a little box is shown during field input on top and on left of the input control counting down the yet available input characters: Javascript code:NWF$(document).ready(function () {   NWF$("body").append('<div id="charCounter";></div>');  // create div for counter   var zaehlerFeld = NWF$('#charCounter');   // save as jquery object   zaehlerFeld.hide(); // hide the div   NWF$("[class*=kob-maxtextlen-]").each(function () { // for all html elemts with class name begi

This blog post will kick off a small series that I have in mind about how Foxtrot RPA and Nintex Workflow Cloud are Better Together. The intention is to provide ways to integrate the tools until we get built in functionality on both ends.  I will focus on ways to do this using each tool’s built in functionality, rather than any extensibility capability, to emphasize the “no code” philosophy that Nintex aims for. I will try to update all posts in this series with links to other posts for easy reference. Starting a Botflow from a Workflow (with an Email) Workflow Waiting for a Botflow to Finish-------

I am sharing one of the possible ways to Trigger Foxtrot RPA from Nintex Workflow Cloud. Before we get into the scripts on how to do that, maybe it's a good idea to explain a bit further in the following paragrah, on how from the architecture perspective this is done. ArchitectureAssuming you have a troop of robot soldiers (i.e. FoxBot) lead by a commander (i.e. FoxHub), ignoring the number of soldiers you need to have to form a troop, in our scenario it could be as little as 1 or 2. Since the army is deployed to the battlefield, the location of the army is changing (i.e. without a fixed IP), we are not able to reach out to the Commanders to send orders. Since we are not suppose to enter the military zone, central general office can only use special communication where messages are being broadcasted over the encrypted radio frequency, and the army should have worker on duty to pick up and decrypt the message(s). As

Part 1 - Overview Part 2 - Accessing Your Tenant Part 3 - Users and Roles Part 4 - Adding Custom Connectors

Newer versions of Nintex Forms* use the modern People Picker control by default.*Used by Nintex Forms 2013 (2.2.0.0 and higher) and Nintex Forms 2010 (1.4.0.0 and higher). You can import the legacy People Picker control for use with these versions of Nintex Forms: Nintex Forms 2013 (2.2.1.0 and higher) and Nintex Forms 2010 (1.4.1.0 and higher).To import the legacy People Picker control 1.       On the Central Administration home page, click Nintex Forms Management.2.       On the Nintex Forms Management page, click Manage Form Controls.3.       Under the Form Control Types table, in the I

 Nintex workflow designer and Nintex forms designer looks for the servers running Microsoft Sharepoint Foundation WebApplication Service. This also applies to Sharepoint 2016 and 2019 servers setup using Min-Role. If the server has this service listed as "Microsoft Sharepoint Foundation WebApplication Service" running , it is considered as a Web Front end and handles the user traffic and needs to be licensed.   For example, if the workflow designer is loaded from a server running the Microsoft Sharepoint Foundation WebApplication Service and it is not listed on the Nintex workflow license then you would recieve an error that this server is not licensed. This applies to Nintex Forms Designer as well.  Here's a screenshot of Nintex Forms Designer being loaded from a server that is not listed on the License.  

We often see requests of how to pause a workflow for less than 5 minutes. Until now this has not been possible as the pause action relies on the SharePoint Workflow Timer Job to wake the workflow instance back up (occurs every 5 minutes) after the indicated amount of time. Utilizing PowerShell you can effectively pause a workflow all the way down to 1ms. While a PowerShell script is running it will hold up the progress of the workflow until it completes. To set this up you simply need to set the PowerShell action to execute this command: PowerShell Script [System.Threading.Thread]::Sleep(20000)  Note: 20000 would be a 20 second pause. Here is a screenshot of the action blocking fo

This is a simple trick that I've been using for a while that allows you to have some of the Draft capability without having to turn on Content Approval and versioning. Which let's be honest is a little much in some cases. The trick is to use 2 buttons on a form, one "Save as Draft" the other "Save and Submit". In the list, create a hidden column and call it "Draft".  This column needs to be a "Single line of text" field (It doesn't need to be hidden this is just my preference.) Now lets configure those buttons.Firstly let's configure the "Save as Draft" button. Under 'Advanced' connect the button to the new field 'Draft'Once you have connected that, type "yes" into the field 'Value returned'

If you wanted an action to do something that is not original provided by Foxtrot actions, what will you do? Well, I came across this challenge shared by a partner questioning if Foxtrot can call an external function provided by a dynamic link library file. The answer to me is obviously yes as you may use the advance actions such as C#, VB.NET, VBScript, etc. This is what i am going to share providing a step by step instruction on how I did that using the VBScript action of Foxtrot. First thing first, I don't think you should take any DLL and include it in your project without knowing the source, that would be too risky to do that. So we going to start building a simple dll for the testing purpose, and later to include this dll in our VBScript action call. 1. Create a C# Class Library project with your Visual Studio. I named my project FoxFunctions as captured in the screen below

Since my previous sharing on Why Should I integrate Nintex Workflow Cloud?, I've been thinking to invest more time in giving additional example(s) on how I have used NWC API to integrate the workflow into the project I have been helping out for a partner. As the project is still in stealth mode, I thought maybe I can still share pieces of concepts or works we have done bringing over the NWC tasks to a custom portal built on Node JS. Nintex Workflow Cloud has been a great platform for us to automate business processes, due to it's focus not as an end user portal to host business data. Integration scenarios always brought to attention on how to leverage the NWC workflows in a custom portal. In this article, I am trying to share an actual example on one of the projects using Node JS. The portal's events of adding

The Office 365 REST API provides a very useful way to interact with SharePoint data from any system able to create REST API requests. And one of those systems is our beloved Nintex Workflow for Office 365. In this post, we'll see how to use the Office 365 REST API to create SharePoint lists from a Nintex Workflow.As in every REST API request, the first thing you need to do is to have a look at the reference documentation of that API, to understand the list of requests available and the values you need to provide for those requests. In our case, you can start with the SharePoint REST API documentation in this link.Now, let's focus on the request we want to create. The following example, taken from the previous link, shows how to create a list: 

When deploying Nintex App Studio apps to iOS there are really good walkthroughs in the following posts.Generating a distribution certificate‌Generating a provisioning profile ‌Introducing Nintex App Studio‌ But I use a regular developer account with Apple when testing an App before deploying it using the Apple Developer Enterprise Program  There are very minor changes to the steps to follow when deploying the app using a non Enterprise account. The simple ben

Assigning a task in Nintex Workflow Cloud or NWC is a great way to speed up the part of a business process where a human interaction is needed to get to the next step. Examples like approvals for quotes or verifying/capturing data are just a couple examples where this action can be a great value.  Once dragged onto the canvas you can select what type of task you want to run.  Express approval will allow you to use a '"lazy approval" process where one can simply respond to an email to interact with the workflow. This is great for approvals (for example a leave request) but can really be used for anything where a free will decision is needed. 

Using Dan Stoll‌'s excellent walkthrough in Nintex App Studio for the win‌ I started looking at the new custom content functionality in Nintex Mobile App Studio.  It was all going absolute great guns; I had a custom home page with links that would open various apps on my phone (to call, text, read documentation etc) but I had this rather odd issue when I clicked on the sms link that was constructed similar to that below:<p><a href="sms:+1-111-222-3333&body=Love%20your%20work." class="button">SMS JOGA HQ</a></p> My android phone (used for testing only - I am an apple girl through and through) kept giving me this error once I returned to the app from sending a message:I did a search on here and on Google for

A while back you may have heard that Nintex aquired Enablesoft and now offers a RPA solution with Foxtrot. If you have not, go read this article, we'll wait. Since then we have been busy getting Foxtrot integrated with all of the other great products that Nintex has to offer and some of them are being released next month! Here is a quick breakdown of all of the new updates coming to Nintex Foxtrot! BrandingBranding may not seem that glamorious, but have you ever used a set of products that did not feel consistent or look like they all belonged together? Well we wanted to make sure that Nintex Foxtrot got the same amazing look and feel that our other products have so we updated them. You can now change the theme of your Nintex Foxtrot tools to the Nintex colors! Also,