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Important UpdateDocuSign Retiring Legacy AuthenticationAre you using DocuSign with Nintex DocGen for Salesforce? If so, DocuSign is making a big change that's going to affect users of DocGen for Salesforce with DocuSign:Legacy Authentication is being retiredon January 31st, 2025! DocuSign have granted an extension for Nintex DocGen until Jan 31st. We still advise completing the recommendations below, as early as your organization can. Article Update LogSept 27th: Added DocuSign Extension - to Jan 31st 2025.Sept 24th: Added Office HoursJanuary 8th: Updated Office Hours to include Thursdays  Action required before January 31st, 2025DocuSign announced that it will retire its Legacy authentication on September 30, 2024, Nintex DocGen has been granted a final extension to January 31st 2025. Any Nintex DocGen for Salesforce customers currently using our DocuSign (Legacy) integration must make changes before January 31th to continue using DocuSign with DocGen.No action is required for those u

For customers who have integrated their K2 environments with SharePoint or Exchange Online in a Azure Government Cloud Computing High Security subscription (GCCH), a change is being made to our security certificate that will impact you.Customers who have configured SharePoint or Exchange Online will have manually uploaded a token signing certificate as part of the setup process. This certificate expires on August 13 2024. Nintex K2 Cloud ops will be updating the certificate during scheduled maintenance for K2 Trust on August 3 2024. In order to avoid downtime on your K2 environments, it is critical that customers update their certificate before the maintenance period to ensure continued operation of their environments.If the certificate is not added after August 3, customers will see AADSTS errors returned from K2. This affects Exchange Online integration, SharePoint workflows, User/Group resolving and all administration methods such as the Registration Wizard and SharePoint Site activ

In this month’s user spotlight blog, we’re talking to Chris Ben (Chris_Ben), Senior Solutions Engineer at Nintex.Chris Ben (center) with Nazeer Saeed (left) and David Stephen (right).What is your current role, how long have you worked at Nintex, and your career background?I’m a Senior Solutions Engineer, and I started officially working for Nintex in 2020. I say “officially” because before then, I was awarded the title of vTE which is a Virtual Technical Evangelist. I don’t think we have that certification anymore, but it used to be awarded to people in the Nintex partner community who were recognized as Nintex experts. So, I cut my teeth on Nintex while working for a Nintex partner and loved what we could do for our customers with the Nintex platform. Which Nintex Product are you most passionate about and why?I love all of the Nintex products—each one offers so much value. However, if I have to pick just one, then it is Nintex Automation Cloud. I constantly surprise myself at how much

On July 8th, the Skuid Community content migration will begin. The process is expected to be completed by July 16th.We will make the transition as easy and as least disruptive as possible. We do not expect any downtime on the Nintex Community, and you can continue asking questions and posting discussions during this time.  Please note that Community emails will be disabled during content imports. If you have any questions or concerns, please get in touch with us at nintex.community@nintex.com.     

In this month’s user spotlight blog, we’re talking to Codi Kaji (CodiKaji), Group Product Manager at Nintex.Lego Codi KajiWhat is your current role, how long have you worked at Nintex, and your career background?I am a Group Product Manager at Nintex and just celebrated my 17th anniversary at Nintex. I started as a technical writer creating white papers, the first version of the installation and configuration guide as it’s structured today, and training content such as the K2 101 course, the infrastructure course, and K2 Connect materials. From there, I moved into Product Management, fulfilling various roles as release manager, beta coordinator, and the K2 Advisory Board director before moving into the Group Product Manager role for digital experiences. After the acquisition, that role expanded to the Group Product Manager for all things Nintex Automation. Before joining Nintex, I was the Manager of Knowledge Management for a Fortune 500 customer and implemented SharePoint and workflow

IntroductionThis blog highlights AI's transformative impact on RPA, showcasing how integrating AI technologies enhances the capabilities and effectiveness of traditional RPA systems. Robotic Process Automation (RPA) has revolutionized business processes by automating repetitive, rule-based tasks, improving efficiency, and reducing costs. However, traditional RPA is limited by its reliance on structured inputs and predefined logic. Artificial Intelligence (AI) integration is transforming RPA into a more powerful, adaptive, and intelligent tool, heralding a new generation of automation capabilities. The evolution from traditional RPA to AI-enhanced RPATraditionally, RPA focused on automating straightforward, mundane tasks like data entry, invoice processing, and simple transactional processes. These bots mimic human actions by interacting with software applications to execute tasks across various systems. The limitations of this approach lie in its dependence on structured data and the i

In this month’s user spotlight blog, we’re talking to Jonathan Butler (butlerj), Group Product Manager at Nintex.Jonathan ButlerWhat is your current role, how long have you worked at Nintex, and your career background?My current role is Group Product Manager. I manage a team of Product Managers, and we oversee the Nintex Process Manager product. I've been at Nintex coming up on 8.5 years, and my career has mostly been with Nintex! I started at another software company 9.5 years ago out of university and then moved to Nintex after working there for a year in the IT department. I started at Nintex as a service engineer in the Support team and have bounced everywhere since then, ultimately ending up in the product group. Which Nintex Product are you most passionate about and why?While I think all the Nintex products are great, I have to say the one I'm most passionate about right now is Process Manager (though I'm a little biased as I help run it 😅). I'm a huge believer in documentation

We're dedicated to making your upgrade experience seamless and powerful. That's why we're thrilled to announce the launch of our brand new O365 Form Upgrade Tooling!Upgrade Your Forms in Minutes, Not DaysThis innovative tool streamlines the process of modernizing your classic or responsive forms. With just a few clicks, you can effortlessly upgrade them to our latest New Responsive Forms designer. Our intuitive interface guides you through the upgrade, ensuring a smooth and stress-free experience.Unlock the Potential of New Responsive FormsBy migrating your forms, you gain access to:Enhanced User Experience: Enjoy a sleek and user-friendly design that adapts flawlessly across devices. Advanced Functionality: Tap into the full potential of our latest responsive forms designer, with more features on the horizon. Future-Proof Your Forms: Stay ahead of the curve and ensure your forms are compatible with upcoming advancements in Nintex O365 Forms.Our Commitment to Your SuccessThis is just t

This is to inform Nintex for SharePoint On-Premises customers that the Microsoft Azure TLS Issuing CA 06 intermediate certificate, critical for connecting to various services, expires on June 27th, 2024 (link).To ensure uninterrupted service:We've included updated certificates in our April public release of the Nintex for SharePoint On-Premises. Updating to this latest version is highly recommended before June 27th to avoid any disruptions in connectivity with services like Nintex Live/Cloud Services, Azure Service Bus, and Azure Blob Storage.For customers unable to update:If you cannot update for any reason, please contact Nintex Support for assistance.

We have some exciting news to share! During June, we will merge the Skuid Community with the Nintex Community.   We will make the transition as easy and as least disruptive as possible. We do not expect any downtime on the Nintex Community, and you can continue asking questions and posting discussions during this time.  Combining Skuid with Nintex's powerful process automation portfolio, unified through a shared platform, will allow our customers to easily build holistic digital experiences to drive efficiency and speed, instilling confidence in decision-making across their business. If you have any questions or concerns, please get in touch with us at nintex.community@nintex.com.   

In today’s fast-paced business environment, the ability to streamline operations and enhance efficiency is more crucial than ever. At Nintex, we understand the importance of continuous innovation to empower our users with the best tools for optimizing their business processes. We are thrilled to announce a game-changing feature that seamlessly bridges the gap between traditional process mapping and modern process automation: The ability to import Microsoft Visio files and create BPMN process models directly within Nintex.   Elevating Process Mapping to New Heights Microsoft Visio has long been a staple for professionals across various industries to diagram complex processes and systems. However, transforming these static diagrams into consistent, managed, documentation can often be challenging and time-consuming. Recognizing this gap, our team at Nintex embarked on a mission to create a bridge between Visio’s process diagrams and Nintex’s robust process management capabilities.   Intro

Built-in data storage capabilities streamline building workflows in Nintex Automation Cloud We are thrilled to announce the beta release of Nintex Automation Cloud Tables, providing a centralized, scalable way to store, manage, and connect process-related data across business-critical applications. Capabilities covered in this blog will be added to the product over the approximately two-month-long beta release period.Workflow automations frequently rely on data from multiple sources, such as customers, employees, or internal storage systems like SharePoint, to successfully execute. Managing data stored in multiple locations can be fragmented, onerous, and error-prone for application developers building custom business applications, who want all aspects of their apps centrally accessible and managed.When app developers build apps leveraging workflows, forms, and data in a single, self-contained platform, designs are streamlined and simplified leading to accelerated development times and

As the Product team continues its acceleration on updates to Nintex Workflow Cloud, the magnitude of these releases has been amplified. This post may seem like an aftershock to the announcement last month around the Advanced Preview of Complex Object support in Nintex Xtensions, but don't fault me on the timing. I cant stress enough how excited I am about this new groundbreaking feature! Ok, you're probably wondering what's with all the puns, and if you weren't before, now it's probably shaking out. Complex Object support has been on the minds of most users building Xtensions since we released the Nintex Xtensions framework several years ago. With this 'earth shaking' release, and my love for puns, what better way to celebrate than building an Xtension with Seismic (API for reference). If you are just here for the Seismic Xtension, you can download it from the Nintex Process Accelerator Gallery, and if you'd rather just watch me walk through this configuration, please check out the vid

In this month’s user spotlight blog, we’re talking to Dan Stoll (Dan_Stoll), Director of Technical Marketing at Nintex. What is your current role, how long have you worked at Nintex, and your career background?My current role is Director of Technical Marketing at Nintex, which I started in September 2019. However, I have been with Nintex for over 12 years in total. I joined in 2012 as a Technical Evangelist covering the APAC and EMEA region. In 2015, I moved to Bellevue from Australia to join the marketing team as a Senior Manager of Technical Product Marketing and Evangelism. My career journey has been quite diverse - I spent several years in the Australian Army's Special Forces before transitioning into IT roles across healthcare, utilities, construction, and then into the software industry with Nintex. Which Nintex Product are you most passionate about and why?I'm most passionate about the Nintex Process Platform as a whole, as it provides a complete toolbox for organizations to vis

K2 integrates with Microsoft Exchange Online using Microsoft’s APIs. As Microsoft makes changes, we will update our integrations to ensure your solutions continue to function properly.Microsoft has announced the retirement of the ApplicationImpersonation Role Based Access Control (RBAC) role in Exchange Online. Beginning in May 2024, new customers can no longer use this role, and in February 2025, the role and feature set will be removed from Exchange Online.Edited 19 April 2024: K2 does not automatically add this role on configuration, so you may not be impacted by Microsoft’s change. This retirement will impact on-premises customers if the ApplicationImpersonation role was added to the account used to log in to EWS. If so, apply the fix pack listed below and then remove the ApplicationImpersonation role. This retirement will impact K2 Cloud and K2 Five / Nintex Automation environments which connect to Microsoft Exchange Online.The fix and steps documented to use lesser Exchange Onlin

Companies constantly seek ways to enhance efficiency and productivity in today's fast-paced business environment. One area that has seen significant innovation is document creation, eSignature capture, and tracking the signing process within a system. This modern approach saves time and resources and improves accuracy and compliance. Let's delve into how companies embrace these technologies to streamline their operations. Efficient Document CreationGone are manual document creation days involving extensive back-and-forth emails, revisions, and delays. Nintex DocGen for Salesforce offers a modern interface within Salesforce, allowing power users to query, configure, and deploy solutions, ultimately enabling end users to generate professional-looking documents quickly. Features such as point-and-click data querying, drag-and-drop tagging, and version control allow teams to work seamlessly together regardless of physical location.Furthermore, integration with Salesforce ensures that docum

Did you know that Drawloop DocGen can store all of your legal and non-legal content in it’s app and push the content into your templates at runtime with hide-display rules applied? This could generate a single line or several pages of text completely bulleted and indented to your specifications. The capability has been available for while now, but few customers know about it. This capability provides Drawloop users the ability to centralize content (clauses) so that they can be managed within the Drawloop app instead of templates themselves. Why would anyone do this? So admins don’t need to manage several template files that contain the same clause whenever the clause itself changes. Instead, a change can be made to a single clause in the Drawloop app and then it instantaneously becomes live across all templates that leverage the clause. Did I mention you can apply filters to each clause? Often, Drawloop users will create many file versions of one use case. And multiple templates for o

Nintex is thrilled to announce the general availability of FedRAMP®-authorized Nintex Automation Cloud for Government! Nintex has received authorization at the Moderate security impact level from the Federal Risk and Authorization Management Program (FedRAMP)—see the Nintex listing on the FedRAMP marketplace. Nintex has also acquired a similar Canadian federal government “authority to operate” (ATO) recently announced by our partner OranguTech to better address the automation needs of the Canadian government market. FedRAMP authorization ensures Nintex cloud services meet the rigorous FedRAMP security and compliance guidelines required for doing business with U.S. federal government agencies. As such, this authorization opens new opportunities for Nintex to assist U.S. state and federal government agencies and defense contractors in automating manual processes and creating low-code applications for everyday tasks. With Nintex Automation Cloud for Government, government agencies and con

Many organizations are stuck in a state of digitization purgatory. Although they’ve moved away from paper forms, their processes still rely on PDF forms, manual routing through email, and spreadsheets. This may seem efficient, but it’s not a step towards digitalization or true digital transformation.Ever wonder how some businesses seem to adapt and thrive in a rapidly changing world?The answer: No-code/low-code tools like Nintex.Imagine a workflow encompassing form building, automated routing, document generation, RPA interactions with legacy systems, and even eSignatures — all managed under one platform!In this blog, we’ll explore how businesses can automate business loan applications using Nintex. We’ll explore the step-by-step process, its benefits, and the solutions it provides to streamline the loan application journey. Empowering Everyone to Automate: The Power of Nintex Process ManagerProcess experts understand that mapping your business processes is the first step to automating

In our ongoing efforts to enhance service delivery and integrate K2 products into Nintex systems, we are migrating our K2 Cloud status page from its current location at http://status.onk2.com/ to the Nintex product status page at https://nintex.status.io/.Key changes to note:New Status Page URL: You can access the new K2 Cloud status information at https://nintex.status.io/. Please update your bookmarks accordingly. RSS Feed Subscription: If you have subscribed to the RSS Feed on http://status.onk2.com/, be sure to subscribe to the RSS Feed on https://nintex.status.io/ to stay informed about outages and maintenance periods for the K2 Cloud product. Customized Notifications: Upon subscribing to the RSS Feed on https://nintex.status.io/, you will have the option to limit notifications to the K2 Cloud product only or opt-in to receive notifications for any or all products within the Nintex product suite.We plan to run the two status pages in parallel through May 2024 to ensure a smooth tr

Hello everyone!I am writing today about a use case that has come up a few times recently and how Nintex can help solve it.At a high level, the use case involves a pricing estimation calculator and the front end, resulting in a proposal or estimate document created and sent to a customer. The specific scenarios I've been working with have involved field service workers; however, this is not limited to that audience.Without Nintex, this would involve a lot of pen and paper, quick napkin math, and complex Excel sheets. Alternatively, the companies I've been working with involve their estimation experts, and their turnaround time is much longer than their customers are willing to wait. With Nintex Automation Cloud, any field service worker can fill out some simple fields and get a quick estimate from the customer while they are still on site.As I mentioned, the ideas presented here can also be applied in other types of use cases. Nintex Automation Cloud allows for extreme flexibility in wh

On March 30, 2024, Microsoft deprecated the MS Online services we use for certain actions. This unfortunately means the following actions are no longer supported and will be removed entirely at a later date, estimated to be six months from now, when the relevant endpoints are retired. You can find more information in the provided link.Office 365 Retrieve License Plan Office 365 Create User Office 365 Reset Password Office 365 Add User to Security Group Office 365 Remove User from Security GroupTo ensure your workflows using these actions continue functioning as intended, we recommend migrating them to Nintex Automation Cloud if possible. Please let us know if there are any questions.

In this month’s user spotlight blog, we’re talking to Jason Roberts (JRoberts), a Solutions Engineer at Nintex.Jason RobertsWhat is your current role, how long have you worked at Nintex, and your career background?I guess I’ve been in the tech industry for over twenty-five years if you count interning back during my college years. I’ve worn a few hats from that time like support, admin, and developer. I’ve worked in the financial, manufacturing, and software industries. I am a Solutions Engineer on our pre-sales team for the AMER region. I have been with Nintex for over ten years, having come in from the K2 acquisition a couple of years ago. Previously to this role, I was a content and training creator for our Enablement team.  Originally, I came into K2 after being a customer and had worked with the K2 platform for about three years up to that point. Which Nintex Product are you most passionate about and why?I’m probably a little biased, having had such a long background with the Nint

One of the most requested capabilities for Nintex Workflow Cloud has been the ability to assign a single task to multiple individuals, so a task can be completed by one of many or by collaborative decision-making. We will be making a number of updates to Task capabilities in Nintex Workflow Cloud over the coming months, starting with a new action in the workflow designer: Assign a task to multiple users.To see it in action, check out Chris Ellis' (Director of PreSales) awesome video. The action:With Assign a task to multiple users, you will be able to assign a task to multiple assignees and set the Completion rules.You still be able to look up assignees from your User Directory or your tenant's User Management, or use a collection variable of email addresses.For now, up to 10 assignees will be sent their tasks all at once.  The Task list:The Task management page in Automate has been updated to provide an view of a task's overall status. You'll be able to see who has responded, which ta

A Common use case for an automated process containing a document being generated is needing a proofreading step where a user can verify the dynamic data going into the document before delivery. Pause to Edit and Forms are just two great examples & features to accomplish this. Let's talk about using forms first. I typically always bring up this path first on any discussion I have. The Reason? Most of the time this ‘proofreading’ step doesn’t need to give the user access to the entire document. Typically they are just checking the dynamic text coming in or maybe just changing a single paragraph. In this case a form is much faster for the end user.  A user can simply check the data here and make any adjustments instead of downloading the entire document. The other plus here is that you can map the data back to a system of record because all the values in the form can be variables. This way of thinking is also great when you incorporate NintexSign into the use case. Using secure fields