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In this example, I will retrieve a Nintex Form from a SharePoint Server and save to a folder on my machine. Nintex Forms provides a set of REST methods in the NfRestService service, which I can retrieve, publish, and delete Nintex forms from SharePoint lists and document libraries. This sample will demonstrate using the Nintex Forms Publish Example in the SDK. Table of ContentsGet the SharePoint List ID for the SourceI will need the listID of the SharePoint list that contains the form I can find the listID with the following steps these steps:I open SharePoint, navigate to the list, click Edit, and then click List in the toolbar. In the ribbon, I click Modify, I then copy the URL. I can either parse the URL, or you cut and paste the URL into this tool to extract the listID:http://www.surfpointtech.com/2013/10/14/sharepoint-list-id-and-view-id-calculator/The listID looks like this:318a90b7-4ca4-4ed7-9005-f13c4c3d0272 Set up the Project in Visual StudioI download the code sample from the

UPDATE: NOW AVAILABLE IN NINTEX FORMS FOR OFFICE 365! To alleviate some of the madness of March, Nintex Forms for On Premises and Office 365 has added two great new features, Save and Continue and the ability to redirect forms. Let's take a look at form redirects first. Redirect URL Nintex Forms had provided the ability to redirect to a different page after forms submission, but now Nintex Forms provides the ability to apply a different redirect per button. If a user selects the "Save" button, they can redirect to a "Thank You" page or to a follow up form. However, if you wish to redirect a user to a different page if they select the "Cancel" button, (as a "Thank You" page would be an odd choice) the form redirect can send the user elsewhere. In the "Button" control setting, expand the 'Advanced' section. There, you will find the "Redirect URL" field. Enter the URL of the page you wish to redirect the user to after the button has been clicked, and that's it! Simple setup, but one that

We need to have form submissions email a copy (confirmation) of the data submitted to the submitter as well as to the Form (List) manager. How can we do this most easily?

Repeating section as html table in mail describes how to transform a repeating section to html. It was done by template rules. Problem was it outputs all the Text Data that is present in the XML file even if no template rule is defined for a repeating section control since then applies the default rule for text. To avoid that here for-each is used in stylesheet. Only these fields that have to appear in the output must be specified. <?xml version="1.0" encoding="UTF-8"?><xsl:stylesheet xmlns:xsl="http://www.w3.org/1999/XSL/Transform" version="1.0">   <xsl:output method="html" />   <!-- transform repeating section from xml to html -->   <xsl:template match="/">      <table border="1" width="100%" style="border-collapse:collapse;background-color:#eee;border:1px solid;color:black;font-size:100%;font-family:arial,helvetica,sans-serif;">         <thead>            <tr>               <td>first name</td>               <td>name&l

Write to Documents using the Update document actionThis action allows you to write to Content Controls inside a Microsoft Word document.  I am very often asked if it possible to put an approval stamp on the document itself, rather than having the approval in the metadata of the document in the library.  The short answer is yes (although this will not be a signature, it will be the user ID of the approver and the date and time of approval).  Below you will see the steps needed to achieve this. Step 1:  Edit the template for the document in the document libraryThe document that is added to the document library needs to have the content controls in the template for Nintex to work with.  We therefore need to edit the template associated with the document library.  You can do this as follows: Navigate to your document library, and access the Library Settings through the Library tab in the ribbon Select Advanced settings under General Settings. In the Document Template section, select Ed

Hello Everybody, In calculated field have formula "userProfileLookup(Current User,"PreferredName")" is it possible to somehow transfer this information to field Single Line Textbox.I already try to set this same connected field also make this solution  but it doesn't collect any data to this field.Is it some different solution for this ?

As of 25th June, the latest Nintex Mobile release (v3.5) was made available via the Apple App Store. A highly visible feature for this release is the new ‘White Theme’ for iPhone and iPad devices that aims to better align Nintex Mobile with iOS design guidelines and improve readability. We are constantly looking to improve the Nintex Mobile user experience, please be sure to nominate the features you are most looking for at UserVoice. 

Nintex Form access via Nintex Web Part in SharePoint 2013I found through trial and error that a Nintex Web Part embedded in a SharePoint 2013 .apsx page will not work within either a SharePoint 2013 Form Library or Document Library.  The solution is to use a List and to embed the Nintex Web Part on a blank Web Part page.  The associated Nintex form then works perfectly, saving data to the List in which it resides.- Lonny BuinisInstructional DesignerRaritan Valley Community CollegeInstructional Technology Dept.908-648-8423  

Remember those days when you have an automated business process and it sits there waiting for someone to do something or approve a task and they just won't?  Those days are over.  Task Escalation has made it to Nintex Workflow for Office 365. When you open Nintex Workflow from a List, you'll see this cool popup letting you know that you have new functionality.There are few things that have changed, but we'll be focusing on the Task Escalation part in this post. The Task Escalation functionality is available in the Assign a Task action and the Start a Task Process action.  I do want to briefly mention that the user interface for those actions have changed slightly.  The sections have new names.  But it shouldn't be anything too surprising.  The purpose of which, is to make for a better user experience. But what is really important, is that we now have a new section called "Escalate and auto-complete options".The default behavior, as you can see above, is "Do nothing".  Which really mean

Part 1 - Overview Part 2 - Accessing Your Tenant Part 3 - Users and Roles Part 4 - Adding Custom Connectors Part 5 - Building a Workflow Part 6 - Additional Resources Continue the Nintex Journey Nintex Learning CenterThe Nintex Learning Central provides users with a self-service, on-demand learning environment to help users get the most out of the Nintex Platform. Here are some recommended courses for those learning to use Nintex Workflow Cloud:Introduction to Nintex Learn the basics of the Nintex Platform. You'll also learn the basic capabilities that serve as the building blocks for solutions in Nintex for SharePoint, Nintex for Office 365, and Nintex Workflow Cloud. Nintex Workflow Cloud - Beginner Understand the basics of Nintex Workflow Cloud. You will gain a working foundation of Nintex Workflow actions and Nintex Forms controls to build basic solutions that address real world business problems.  Nintex Workflow Cloud Solution StoriesFind your real-life workflow solut

Part 1 - Overview Part 2 - Accessing Your Tenant Part 3 - Users and Roles Part 4 - Adding Custom Connectors Part 5 - Building a Workflow Part 6 - Additional Resources Prepare for SuccessYou must have at least the following permission within Nintex Workflow Cloud to complete this step Developer To add a Software as a Service (SaaS) connection to Nintex Workflow Cloud you must have an account within the respective SaaS Actions using a connection will execute with the permissions of the SaaS account provided in the initial connection  Connecting to Other ServicesPart of the power of the Nintex Workflow Cloud is the fact that it can connect and interact with so many other SaaS providers, and to leverage this power you will need to add a connector to the third party application. To Connect to a SaaS service:In Nintex Workflow Cloud, click 'Dashboard' (top menu)On Connections, click 'Add New'From within the 'Add a new connection' panel, select a third part SaaS provider from the

Part 1 - Overview Part 2 - Accessing Your Tenant Part 3 - Users and Roles Part 4 - Adding Custom Connectors Part 5 - Building a Workflow Part 6 - Additional Resources Prepare for SuccessYou must have at least the following permission within Nintex Workflow Cloud to complete this step: Administrator Perform these steps with the account you can use to create the tenant Adding Users to Nintex Workflow Cloud Accessing User ManagementTo add users to your Nintex Workflow Cloud tenantClick 'Settings' (top right hand corner)Click 'User management'Click 'Add new', and then type the new user's email, first name, last name, and user role (roles are covered below) User RolesParticipant Run workflows from apps (Nintex Mobile, Box, Salesforce) Complete tasks and fill in forms from Nintex Mobile app Designer All Participant permissions Design workflows Developer All Designer permissions Add custom connectors Administrator All Developer permissions Manage users Override tasks  Chec

Part 1 - Overview Part 2 - Accessing Your Tenant Part 3 - Users and Roles Part 4 - Adding Custom Connectors Part 5 - Building a Workflow Part 6 - Additional Resources Prepare for SuccessYou must use a work email for this step (a non-gmail, hotmail, yahoo, or outlook.com email) The email used to create the tenant will be the Nintex Workflow Cloud tenant admin once the setup is complete Setting Up Your TenantAfter you fill out the trial form, Nintex provisions your Nintex Workflow Cloud tenant and sends you two emailThe first email will ask you to create a password to access your tenant The second email will let you know the URL for your new Nintex Workflow Cloud tenant First Sign-InUse the URL from the second email to sign-in to your tenant with the password that you created with the first email  Check for SuccessDo you have access to your Nintex Workflow Cloud tenant?   Previous Step Next Step Nintex Workflow Cloud - Part 1 - Overview Nintex Workflow Cloud - Part 3 - Us

Part 1 - Overview Part 2 - Accessing Your Tenant Part 3 - Users and Roles Part 4 - Adding Custom Connectors Part 5 - Building a Workflow Part 6 - Additional Resources OverviewNintex Workflow Cloud empowers anyone in your organization to unlock the transformational business benefits of human-centric workflow automation. Using just clicks—not code—you can easily extend and connect the content repositories and systems of record your business runs on with the people who make the decisions your business relies on to succeed. As your business evolves, Nintex Workflow Cloud gives you the visibility and process intelligence to take control of your workflow challenges—no matter how sophisticated—allowing you to move faster, do more, and achieve better results by making work, less work.   Current Step Next Step Nintex Workflow Cloud - Part 1 - Overview  Nintex Workflow Cloud - Part 2 - Accessing Your Tenant 

Part 1 - Overview  Part 2 - Installing the Apps  Part 3 - Building Your First Workflow  Part 4 - Working With Forms  Part 5 - Additional Resources Continue the Nintex Journey Nintex Learning Center Recommended CoursesThe Nintex Learning Central provides users with a self-service, on-demand learning environment to help users get the most out of the Nintex Platform. Here are some recommended courses for those learning to use Nintex for Office 365:Introduction to Nintex Learn the basics of the Nintex Platform. You'll also learn the basic capabilities that serve as the building blocks for solutions in Nintex for SharePoint, Nintex for Office 365, and Nintex Workflow Cloud. Nintex for Office 365 - Basic Learn the basic features and functions of Nintex for O365. You will learn how to use entry-level Nintex Workflow actions and Nintex Forms controls to build basic solutions that address real world business problems.  >>Visit Nintex Learning CentralNintex Customer CentralProvid

Part 1 - Overview  Part 2 - Installing the Apps  Part 3 - Building Your First Workflow  Part 4 - Working With Forms  Part 5 - Additional Resources Prepare for SuccessYou must have at least the following permissions to complete this step:Full Control on the List Contribute on the Site Read on the Site Collection For more information, see Understanding Permission Levels in SharePoint. Making a Simple FormLet’s build a Nintex Form which sits on and populates a SharePoint list. We’re going to create a Customer Evidence Nomination Submission form. You will need to create a custom SharePoint list for this form to sit on with the following fields:Account Management Name: Single line of text Company Name: Single line of text Products: Choice – Checkbox, with the following fields:  Nintex Forms for Office 365 Nintex Workflow for Office 365 Nintex Live Nintex Mobile Additional Details: Multiple lines of text Type of Customer Evidence: Choice – Checkbox, with the following fields: Ca

Part 1 - Overview  Part 2 - Installing the Apps  Part 3 - Building Your First Workflow  Part 4 - Working With Forms  Part 5 - Additional Resources Prepare for SuccessYou must have at least the following permissions to complete this step: Full Control on the List Contribute on the Site Read on the Site Collection For more information, see Understanding permission levels in SharePoint.  Building an Approval WorkflowAccessing the designerNow that you know what permissions users need to build and use workflows, let's get a feel for how to access the Nintex Workflow Designer, and see exactly how easy it is to build your first workflow.From your Site Contents, create a new Document Library.Click on the Library tab, and select Nintex Workflow in the Ribbon to open the Nintex Workflow designer. On the Workflow Gallery page, click New list workflow. Adding an Assign a task actionThe first workflow action you use is the Assign a task action. In an approval workflow, this action assign

Part 1 - Overview  Part 2 - Installing the Apps  Part 3 - Building Your First Workflow  Part 4 - Working With Forms  Part 5 - Additional Resources Prepare for SuccessYou must have at least the following permissions to complete this step: Site Collection Administrator Note: If you do not have Site Collection Administrator permissions, please have your Site Collection Administrator perform the steps below before moving to Step 3.Adding the Nintex for Office 365 Apps Find apps in the SharePoint  StoreYou can install the Nintex Workflow and Nintex Forms for Office 365 apps from the SharePoint Store.  Access the SharePoint Store:Navigate to your Site Contents and select add an app. Select the SharePoint Store link (from the left-hand menu). In the store, type "Nintex" into the search box at the top right-hand corner of the page. This finds both the Nintex Workflow and Nintex Forms for Office 365 apps. These apps can be added to the site in any order, as there is no dependency betwe

Part 1 - Overview- Part 2 - Installing the Apps  Part 3 - Building Your First Workflow  Part 4 - Working With Forms  Part 5 - Additional Resources  OverviewNintex for Office 365 empowers your team to automate their own processes through intuitive, browser-based, drag-and-drop workflow and forms designers built for the Office 365 platform. Build workflows and forms that connect and interact with your existing Office 365 applications. Integrate your workflows with cloud services such as Adobe Sign, DocuSign, Dropbox, Yammer, and Twitter. Surface your processes through powerful forms that are available wherever you work, whether through the web or a mobile device. Build forms in Office 365 without code, customizing branding and presentation logic and connecting the forms with your workflows. Pre-requisitesYou will need an Office 365 subscription that includes SharePoint Online, and supports the SharePoint Online App Model, as well as Workflow Manager. All of the Office 365 Busine

I wanted to be able to do a Group Count on a set of items in a library (I actually wanted to save the values and counts to a list so that I could attach a chart control – but that’s another story).There is no way of doing a Group By in the Query List task, so I had to come up with this.Retrieve all my key values into a collection, then create a list of those unique key valuesIterate through the unique values and remove them from the original list – the number of items matching the key value is the number of items removed from the collection – the difference between the counts before and after the deletion.In pseudocode, the process is thisQueryList : get all ‘key values’ in range into collection AllKeysCollection: Remove duplicates from AllKeys into collection UniqueKeysForEach string Key in UniqueKeysCollection: Count AllKeys into number TotalCollection: Remove by value Key from AllKeysCollection: Count AllKeys into number CountMath: Total – Count into number KeyCount{do something wit

OFFICE 365 Recently, I had the need to hide/show panels based on a value or values of a choice control. Online I saw multiple posts on how to accomplish this using simple rules; however, they did not explain how this would affect the user when accessing the form in read-only. For this post, I'll be referring to the following setup:A choice control with three options: Panel A, Panel B, and Panel C Three panels, each corresponding to the options listed on the choice controlThe expected behavior is as follows:A user sees only sees the panels the correspond to the options selected in the choice control. When the recipient or user opens the form in read only, he/she should see the panels that were selected in the choice controlSolution 1:Create three formatting rules, one for each panel. The formula is as follows: Choice != 'Panel A'. Lastly, the Hide checkbox should be checked.ISSUE: When selecting only one of the options from the choice control, the rules work as expected; however, if the

This works with on-prem Nintex Workflow 2013Problem:  Upon archiving a document I use workflow to update the date/time field of when the archive happened.  When user wants to un-archive the document, I need to clear the date field to display as empty (or null). Resolution: Create variable vDateArchivedDate as Date and Time with blank default date Use Convert value action input "1/1/0001" and store in variable vDateArchivedDate Use Set field value to update the date column with workflow data > vDateArchivedDate

Recently I needed to create a schedule of dates, one week apart. I created a loop and added 7 days in each iteration. I noticed it took a very long time, so I added a Log in History task in the loop and saw that each iteration was taking 5 minutes. I realized that this was down to ‘Safe Looping’.This protective feature places some safety measures against the hazards of an infinite loop by adding a hidden delay..I didn’t want to disable this option, mainly because of the maintenance overhead involved, so I looked for another option.I realised that the Collection iteration (For Each) didn’t have any such restriction, so all I needed was to create a collection with the number of entries that I wanted to loop for.The Regular Expression task with the Split operator is the easiest way to create a collection; it simply splits text based on a character. All I had to do was to create a string with the right number of delimiters.This is where I got the idea for this article https://community.nin

The action Assign Flexi Task is under development for O365.Recently, the Task Outcome for Assign a Task was released.The Delegation of a Task becomes then more intuitive.Here is how I have implemented it. 1. Let's create a new Site column for the Task Outcome.Go to Site Settings of your Site Collection and under Web Designer Galleries, click Site columnsClick Create and name it like you wish. I have name it Task Outcome Approve.For The type of information, tick Task Outcome.For Group, the best practice is to create a New group to store your customized columns. I have name it My Company.For Type each choice on a separate line: addApprovedRejectedDelegatedRemove the Default valueClick OK 2. Add a new Site column DelegatedTo to the Workflow Approve content type.In my case, I have create a column of type Person or Group but it can be a lookup column from a list containing the names of the PersonFor Group, select the Group you justhave created.Click OK 3. Create a new Site Content Type.Go t

Applies to: Nintex Workflow and Nintex Forms for SharePoint 2016, 2013, and 2010 Note: The Nintex external platform includes the following external services: Nintex Live (connector actions), external forms (live forms), Document Generation, and External Start. OverviewIf you are running a previous version of Nintex Workflow for SharePoint, and are not yet ready to upgrade your installation to the latest product version, you can install the latest SSL certificates for the Nintex external platform using one of the following methods:Method 1: Automatically install the new certificates by running a script on the Central Administration server. Method 2: Manually download the certificates from the Digicert website, then upload and install each certificate in Central Administration.  This article describes both methods. PrerequisitesEnsure that you have a version of Nintex Workflow or Nintex Forms for SharePoint installed older than:Nintex for SharePoint 2016, version 4.3.3.0Nintex Workflow f