News

Upcoming Authentication Change for Nintex DocGen for Salesforce – Take Action Before 2026  Some customers are still using an older authentication method that future package versions of Nintex DocGen for Salesforce (starting very early 2026) will no longer support.We’re encouraging customers to switch to our supported authentication method, Connected Apps and OAuth, now so they won’t experience service interruptions or last-minute issues during a future app upgrade. What’s Changing?Starting with Nintex DocGen for Salesforce package versions released after January 2026, the app will no longer support running DocGen Packages without Connected Apps and OAuth enabled.What this means:If you stay on your current package version (released before January 2026): DocGen for Salesforce will continue working as it does today, even if you haven’t enabled OAuth yet. If you upgrade to a new package version (released after January 2026) and have NOT enabled OAuth: DocGen automated runs will fail with a

Update (July 2025):After working closely with Microsoft, we have been able to test the upcoming changes related to the SharePoint SendEmail API retirement. Based on our testing, we do not expect this deprecation to impact existing Nintex workflows.We will continue to monitor the situation and provide updates if anything changes. For now, no immediate action is required for workflows using the affected actions. Microsoft has announced the retirement of the SharePoint SendEmail API on October 31, 2025 which is used for internal SharePoint emails. This significant change will directly impact Nintex Workflow for Office 365 customers who utilize the following actions:Send an Email (when Internal Email is selected) Assign a Task (when Lazy Approval is not selected) Start a Task Process (when Lazy Approval is not selected)To mitigate the potential disruption caused by this retirement, we strongly recommend migrating your affected workflows to Nintex Automation Cloud before October 31, 2025.If

 The Process Manager team has listened closely to your feedback about the current filter experience. Many of you shared that the existing pattern involves too many steps, so we’ve made some changes to simplify things. Currently, filtering in Process Manager takes multiple steps:Click to open the filter panel Select your filter Click again to apply  What’s new:We’re rolling out a new filter pattern that uses a dropdown menu. With this change, selecting a filter option will immediately update your dashboard, so no need to click “apply.” It’s faster, cleaner, and gets you to the data you need with fewer clicks.  🔒 Bonus: This update also lays the groundwork for more flexible filtering in the future, like advanced filter types and more flexible selections.  Have you spotted a gap or have an excellent idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Help, Nintex Community, and th

Nintex is excited to announce a new Nintex connector for the Microsoft Power Platform. Microsoft users can now initiate Nintex AI-powered workflow and document automations within the Microsoft applications they use every day. Streamline design: Whether building in Microsoft Power Automate or training AI agents in Copilot Studio, easily call Nintex AI-powered forms, complex long-running workflows, and document generation.Deliver efficiency: Complete a digital form, automate a workflow, generate a personalized document and route for esignature, all within Microsoft Copilot Studio, Power Automate, and Logic Apps.Get started quickly: Automate the generation and signature of personalized onboarding documents with an example employee onboarding agent for HR teams What’s Now PossibleConnect to your Nintex workflows directly from within Power Automate and Copilot StudioOrganizations that are building with both Nintex and the Microsoft Power Platform, will now find the new ‘Start Workflow’ capa

Have you ever wanted to create some great looking SmartForms but are struggling deciding on a color palette? Never fear, the latest template added to the Nintex Gallery is here to help!We’ve compiled a K2 solution package with a bunch of style profiles you can deploy in your K2 environment, including some old favorites:Amethyst, Emerald, Opal, Ruby, Sapphire and Topaz - the gemstone styles update the original legacy themes to bring them into the new styling capabilities Lithium and Platinum - the old standby themes have been updated but keep the K2 nostalgia alive Appit and Nintex - for some more colorful examples of what’s possible with style profilesCheck out the Style Profile examples on the Nintex Gallery, along with instructions on how to download and deploy to your K2 environment. And, stay tuned for the next release for more modern styling of your SmartForms. 

  Nintex is thrilled to introduce Solution Studio, a powerful new workbench that enables IT and business teams to quickly build custom solutions that automate unique business processes, without coordinating individual platform components. With Solution Studio, Nintex partners and internal teams can design solutions using low-code tools, reuse configurable modules like approvals and document generation, and manage development with enhanced governance and control—all from one centralized environment.As part of this launch, we’re also announcing our latest pre-built solution: Nintex Employee Onboarding. This customizable solution streamlines onboarding tasks across HR, Finance, IT, and hiring managers, reducing time-to-productivity for new hires and removing the administrative burden from teams.Employee Onboarding joins our Licensing and Permitting solution, introduced last September, which helps public sector agencies digitize and simplify complex permitting processes, improving citizen

Nintex is thrilled to announce new AI-powered features and solutions that help organizations cut time, costs, and inefficiency and transform employee and customer experiences.Newly available capabilities include:Leverage generative AI to achieve better processes, faster: Rapidly generate process documentation and workflow automations from simple text Easily connect workflows to any system without coding or APIs Find solutions to your specific business challenges: Simplify and accelerate onboarding time for new hires with the new Nintex Employee Onboarding solution Accelerate development of Nintex solutions that run on the Nintex Automation platform with the new Nintex Solutions Studio Improve interoperability with Microsoft Power Platform: Automate workflows and documents directly from Microsoft Power Automate and Copilot Studio And much more.Attend the upcoming New at Nintex webinar to see these exciting new features in action. You’ll also get an exclusive look at the Nintex road

The Regular Expression action is an extremely powerful action for splitting text, replacing text or getting data out of text.  Don't be worried about not knowing how to put Regular Expressions together.  There are a number of sites online that give you the basics of it.  In this post, I'll give you some quick tips on how to get data that you may need.Splitting TextThere are times where you will be getting data from lists, from web services, databases or elsewhere, where the data comes to you in a delimited form.  Either comma delimited, as in CSV files, or semi-colon delimited, as from some accounting systems or some other delimiter.  If you need to get the data into a Nintex Workflow collection variable, you can use the Regular Expression action to split the data based on that delimiter. Notice that the first data entry field to fill is in the pattern.  When doing a split, this is the delimiter.  The character or characters that will be used to split a piece of text.  The operation is

This xtension will add additional useful functions/functionality and connectors to NWC.I will continue to update this xtension over time, so feel free to bookmark this blog to keep an eye out for new actions and connectors. Included in this version of the toolkit is: Decode a Base64 File Encode a Base64 File Working Days Calculation Encode a Base64 String Decode a Base64 String Format DateTime Generate GUID Postgresql Insert Postgresql List Table Add Padding to String Convert String to Lowercase Convert String to Proper Convert String to Uppercase This function is hosted on Nintex’s Marketing Azure host and is free for anyone to use. If you want to host the function in your own azure function or have any suggestions for additional actions, please email andy.hayes@nintex.com  NWC Tools  This xtension is available for download from the Nintex Solution Gallery.Connectors - Toolkit for NWC. (nintex.com) Working Days Simple Calculation Calculate the working dates between two days. Calculati

In this month’s user spotlight blog, we’re talking to Mark du Toit, a Solutions Engineer here at Nintex. What is your current role and some career background?Solution Engineer, 3yrs, and I have played various roles within the Enterprise Content Management and Business Process Management fields, including (but not limited to), Principal Consultant, Solution Designer, Solution Engineer, Domain Architect, etc.Which Nintex Product are you most passionate about and why?Process Manager and Nintex Workflow, because I get to define processes and get customer buy-in using Process Manager, and then automate those workflows using Nintex Workflow… to see them come to life!What do you enjoy most about answering Community questions? I like the sense of community and supporting fellow process aficionados, it’s never great struggling on your own, and knowing that you have a community you can lean on for advice is awesome.Is there any advice you would give to users learning Nintex?Just keep trying… bum

Have you ever wanted to make the options displayed in a radio button control (single choice control) dynamic?  For example, we have a menu that changes daily across all three meal types (breakfast, lunch and dinner).  Here’s an example shown in a SharePoint list for today’s menu: In the past, if you wanted to present these dynamically, you’d have to create 3 choice controls (one each for breakfast, lunch and dinner) and hide the ones that weren’t needed via a rule.  Then when the user has made their selection, you also have to know to retrieve the value from the meal type that was selected.  All off this is pretty straightforward but at Nintex, we’re not satisfied with straightfoward - we want it to be fast and easy. So you might have seen @SimonMuntz’s recent post on using data source variables with the single choice control.  That’ s exactly what you’d use for this scenario. First, you have to set up your data source variable.  Here’s the help topic on doing this if you need some ass

Nintex is thrilled to announce new AI-powered process management, automation, and app dev capabilities across the Nintex Automation Platform. These enhancements help organizations cut time, costs, and inefficiency and transform employee and customer experiences.Newly available capabilities include:Process capture: Easily identify and document business processes with AI AI forms generator: Use interactive AI assistants to rapidly create digital forms AI workflow generator: Utilize generative AI to build simple workflows automatically Agentforce connector: Leverage AI agents in Salesforce to generate documents in seconds App development: Rapidly develop apps that connect to workflows to accelerate digital transformation, powered by a new, modern, no-code page designer experience K2 5.8 release: Take advantage of strengthened security, upgraded SharePoint integration, and native language support Licensing and permitting solution: Accelerate deployment of licensing & permitting automat

I was recently approached by a customer asking if there was a way to add an image into the email body of an NWC email. While the rich text controls let you do a certain amount of formatting (like lists and bullet points, or heading fonts), sometimes you just want to have more control over what goes into the email body. The solution here does require a little bit of light HTML, but it's honestly so simple, you can definitely get it set up even without any HTML or programming experience. The trick is, to set a text variable with the HTML tag for an image. Here's the code I used in my sample: <img src="https://gallery.nintex.com/assets/images/Community_Logo.png"/> You are going to need to find a place to host the image. If it's a company logo, you might not have to look any further than your own company's website. Just be sure to copy the image URL. The action you're going to need to use is "Set a Variable Value". You'll then copy and paste the HTML code above, and update the URL wi

In this month’s user spotlight blog, we’re talking to Wasim Cassim (Nintex_Wasim), a Senior Instructional Designer on the Customer Enablement team at Nintex. Wasim at the Fo Guang Shan Nan Hua Temple in Bronkhorstspruit (South Africa).What is your current role and some career background?I’m Wasim, a Senior Instructional Designer on the Customer Enablement team, and I’ve been part of Nintex for just over three years. I joined at the inception of our team, and since then, I’ve been deeply involved in shaping our approach to customer education. My primary focus has been on Process Manager content—both learning resources and how-to articles - but beyond that, I’m passionate about how we can strategically leverage customer education to drive product adoption and empower users.Before Nintex, I spent nearly a decade in the Legal Intelligence industry, working on content strategy and solutions for CX and product organizations. My background is a unique blend of customer experience, content, pr

To accommodate rapid Nintex customer growth, we are scaling out our FedRAMP data centers to ensure maximum performance, for Nintex DocGen for Salesforce GE customers. Get ReadyThe data center expansion will begin on March 17th, but you will need to get ready ahead of time. If you are a customer that uses Salesforce IP Restrictions in your Salesforce Orgs, check out the new DocGen IP Allow List to update your IP allow lists in your network and Salesforce settings. Once the data center expansion is complete, we will be applying enhancements in a gradual rollout.For future maintenance updates, consider subscribing to https://nintex.status.io/.  The Nintex team looks forward to delivering continued strong cloud performance, whatever your document automation need!

In this month’s user spotlight blog, we’re talking to Brent Read (brent_read), Solutions Architect for the Modernization team here at Nintex.  “How my puppy watches my kids Hockey games!”What is your current role and some career background?I’m the Solutions Architect for the Modernization team and I’ve been at Nintex for 9 years in May. I started here as a support Engineer and held several titles between then and now. Before that I was an Infantryman in the US Army for 8 years. While I was in College, I worked in a heart disease research lab.Which Nintex Product are you most passionate about and why?Right now, Nintex Automation Cloud since it’s the biggest part of what I do, but I’m leaning heavily into Nintex Apps to be able to work with both together since I think it provides a ton of capability that Automation Cloud needed. The ability to build custom pages for automation is a huge addition to the product stack.What do you enjoy most about answering Community questions? Community qu

The choice Single control now has an Insert tab for the choice options in the control’s configuration. This allows for a Data Source Variable to be selected.Inserting a flattened collection from a data source into this field gives you a dynamically generated list of choices.An array of objects can also be selected. When an object is select, two new fields will appear in the control’s configuration. The fields are “Option label” and “Option value”.Option label will display the text for the choices. Option value is the value that can be used elsewhere in the form or passed to the workflow.  For example, the option label may show a list of states of the United States of America. When the user selects California the Option value can store the value Sacramento which is the capital city.  This value is obtained from the Data Source Variable. For more information please see the Nintex Automation Cloud help files.https://help.nintex.com/en-US/nwc/Content/Designer/FormControls/ChoiceSingle.htm