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This is just a quick tip. I was working on several forms that all had Nintex Mobile layouts. For several of these forms I used Preview mode so I could test the form, but not publish the changes to the user. To preview a form, select the Preview button on the Nintex Forms Design Ribbon. The preview settings dialog will appear before the preview is displayed. Then choose the device type of Nintex Mobile App. Forms designed for the Nintex Mobile App are not available for preview directly within the Nintex Forms Designer as it cannot render an accurate preview. When a mobile layout is specified as the device layout to preview, the platform and mode are not longer relevant. This worked great without issue until I realized later that I had a couple of previews left over and wondered why they didn't go away after I published the form. I couldn't find anything in the designer to remove the Mobile App previews. I forgot this simple note in the Forms User Guide:Once the Generate Preview button i

Once in a while you may end up having orphan Nintex Workflow tasks in your environment. Normally you wont end up in this situation in you production environment as this is normally as result of playing with the workflow or the list.But anyway we don’t live in a perfect world and things like this happen which can be really annoying. Specially if you are using Nintex Mobile to respond to your tasks. One symptom is that you keep getting the tasks even though you delete local storage.So here I show you how to delete the orphan tasks for good Navigate to your SharePoint site. Choose to edit the page. Select insert => Web Part. From the Categories column select Nintex Workflow 2013(or 2010) and from Parts column select My Workflow Tasks Press Add button to add the web part to your page. Once the web part is added press Save button. You know must be able to see a list of tasks assigned to you in the web part The ones which have Remove task link button are orphan tasks and you can delete th

If you are wondering what “lar, doce lar” means, this is the exact Portuguese translation for “home, sweet home”. Obviously, the context of this article has nothing to do with the pleasure of being returning home, but the he Lean, Automate and Robotize (LAR) approach can and should be just as sweet and can also avoid some painful experiences in the future.Before we get deeper into the topic, bear in mind that LAR is the result of my own experiences around automating business processes, and it is not a known term in the community. While I do not have the ambition to push one more acronym into our work routine, I do hope, for the sake of security, efficiency and cost reduction, the approach gets implicitly adopted as a best practice.There is of course a bunch of articles mentioning that the processes should be optimized before being automated, but with the hype around Robotic Process Automation (RPA), we need to revisit the subject as RPA can also offer a risk for your process automation

Even a short workflow can generate quite a few variables. When you assign a variable to tasks, the names are presented in alphabetical order. The variables list itself displays the order in which they were created. This makes it difficult to find a particular one to delete for example while refactoring or just coming up for a name for a new variable.It was such an exercise that prompted me to write the attached script which sorts the variables into order, either by Name or Type and Name.After exporting the workflow to the filesystem, the script edits the workflow and always writes it to Sorted.NWF – so that the original file is preserved should you need to revert to it.Trying to use pure xml defeated me, so I used the brute-force method of extracting the WorkflowVariables section and converting it to an xml object, sorting it and pasting it back into the workflow file.Usage:Assume the script is in the same location as your downloaded .NWF file.Sort-WflowVariables.ps1 .MyWorkflow.nwfWil

Repeating Section of Nintex Form is always a popular topic among the communities. I was trying to help a partner looking into issues he encountered implementing the solution proposed by Ayman El-Hattab​ in his great post of Displaying Repeating Section Data in List Views, The Easy Way!, if you did a quick search, you may find many other great posts such as ... Nintex Forms/Workflow - Parsing Repeating Section Data by Vadim Tabakman​Create Parent/Child items using this Nintex forms/workflow with this trick by Eric Harris​Populating Repeating Section Controls with List Data by Jason Blair​ If you do not need the Repeating Section's data to be transformed and saved into other formats for other purposes, here is my sharing on how show the Repeating Section as table in List View using the native Sharepoint feature - CSR (i.e. as such this solution will work only in Sharepoint 2013 on-prem or Office 365, or later if CSR is not to be replaced with others). Create your Nintex Form and the requ

Hello! In my job I’m doing lots of bits and pieces, tweaks enhancements etc to SharePoint solutions I've built using Nintex forms and workflows among other things. I thought to myself I should record the things I do in a central place rather than them getting lost in various emails, tickets, thoughts, phone calls etc.! I started with a simple excel spreadsheet but then thought, why not create a sharepoint list and basic form that I can quickly add to…    Why would I use it? To log things in case changes I make break later down the line, weekly meetings, to show what I'm doing done to my manager and for my Appraisal perhaps. It evolved a bit as well from my original idea. I added a status field allowing me to tag items as in progress, that I can complete or add comments to at a later date. The workflow updates the item with comments and closing date. It's also been shared with everyone and a simple page created to show todo and completed items.   For reporting I've connected it to excel

I'm delighted to talk about the enhancements that have been done on the SQL Request and the Web Service Request component in Nintex Forms! For those who have missed the last train, let me resume. Nintex Forms has a new young brother called Nintex Forms Enterprise! Nintex Forms Enterprise provides some new features, including the hability to load components from data retrieved from SQL Database or Web Service calls . You can read more about that on the following blogs :Nintex Forms Enterprise - SQL Request Control  , and Nintex Forms Enterprise- Web Request Control Those controls  have been requested by our partners and customers for a long time. Those components have been greatly appreciated in the community but some of you have noticed some limits in their usage, the main one being that the query was only executed once, on the loading of the form! This blog is exactly about that point! With the new October release you will be able to add parameters to your Queries, parameters coming f

When using Nintex Forms for submissions of surveys, promotions, or orders where a user must meet a certain age, Nintex Forms has you covered with Validation rules. For this example, we are opening a contest for a free bottle of a tasty beverage (which in the United States requires you to be 21 years old). If a user enters a birth date that is less than 21 years old, they will receive an error message: To create a validation rule against the Date Picker control, we need to write a rule around the length of one day. To do that, you can use a calculated value control:  “Birthday” in the Formula field is the DatePicker control, named “Birthday”.When previewing the form you will see that calculations of dates through integers are in milliseconds. Now that we know the value of a date picker control, we can build a form variable to get the value required (NOTE: ensure data type is Integer):  We can then build a Validation rule as follows to ensure that the Form Variable “birthdayCheck” is gre

Good News! With the latest update for Nintex Forms (2.8.1.0) List Lookup Control has been enhanced.In the release notes you find: "Fixed an issue where the List Lookup filter may not work when Source View specified." So with that fixed, you now have the possibility, to filter data with multiple parameters, based on your Source View. For example:I have a SharePoint-List named "Contracts" and I only want to display items of a particular company, where Currency Status equals "Active".Configuration of my List Lookup Control looks like this: And the result is very #2015  (Note: Currently, "CompanyName"-Control has to be a Single Line Text Control. Calculated Value Controls are not supported (yet?))

I have been assigned to do Sharepoint, already set up all the needed things. WF. But have query if Auto-ID can be a link to item. I need to have the ID to be clickable like Context ID Display Name.  Any help is much appreciated. Thank you

For a long time, we have been plagued by times in InfoPath forms jumping forward by an hour during daylight saving time after amending the metadata fields.Investigation shows that the datetime value written back to the form contains a modifier telling SharePoint that the time is recorded as being GMT (and thus an hour needs to be added to make it ‘correct’ again).Date field in InfoPath form<my:StartDate>2018-05-23T00:00:00Z</my:StartDate>The solution was to use Nintex to create a workflow that rewrites the date fields after change to remove the ‘Z’ character.The workflow could either run on any change – or fine tune it to run only when one of the affected fields change valueThe action is toRetrieve the field value from the xml document Test if it contains a ‘Z’ If it does, write it back without the ‘Z’ As it runs immediately after a change, it is worth starting the workflow with a ‘Commit pending changes’The first step is to read the xml document associated with the current

I recently needed a String-Repeat function in a workflow. But it doesn’t exist.Or does it?Looking at the inline function specifications, I saw that the PadLeft function (and PadRight) adds a number of characters to a string, until the string length is the desired number of characters long.If you needed just a specific number of characters (lets say ‘-‘ chars), then the following fn-PadLeft(-,15,-) Will result in a string of 15 ‘-‘ charactersNow, you cannot tell it to pad out with a string of more than 1 character (it actually returns the text of the function definition when you try), so you need to be a little more clever to give a string of 15 repetitions of ‘Graham’ for exampleWe create a string of 15 ‘-‘ characters then replace each ‘-‘ with the longer text that we want to repeat in a RegEx task.

Hola, Finally back in South Africa from Israel!!! Anyway, this solution allows you make use of the Office 365 version of my Timesheet Solution. Yup,I did it, I migrated it across to Office 365/SharePoint Online® using Sharegate ®  and tweaked a couple of things to get a similar experience to the on-premise version.   Just to recap, previously, I did the following posts for the on premise version of the solution: A Simple Time Sheet Solution - Part 1 A Simple Time Sheet Solution - Part 2 A Simple Time Sheet Solution - Part 3 (The Nintex Form)  Author Palesa Sikwane‌ Long Description This solution allows you make use of the Office 365 version of my Timesheet Solution. Yup,I did it, I migrated it across to Office 365/SharePoint Online ® Dependencies Nintex Workflow for Office 365 ® Nintex Forms for Office 365 ® SharePoint Online ® Compatibility Nintex Workflow O365 ® Nintex Forms O365 ® Platform Office 365 ®    In this part I've again included a brea

Building customized/branded forms in an Office 365 with Nintex Forms is a great experience.  It's even better now that there is support for our Nintex Mobile app.  If you haven't seen the great post by my colleague Dan Stoll, take a look here: Taking Office 365 for a Spin with Nintex Mobile. When it comes to browser based forms, sometimes, you don't want to have your user go into a List and then click on New Item just to fill in a form.  Think of a Leave Request or an Expense Claim form.  Wouldn't it be easier for your employees to go to the HR site or the Finance site and simply have a form there to fill in? With Nintex Forms for Office 365, there is a web part that comes with it that will let you do just that. To get the result we want, we first start off with a simple SharePoint List.  As you can see, there's nothing to it but a Title field.  Of course you can make it as complex as you need it.To this list, we need to customize a Nintex Form.  Click on the Nintex Forms button on the

One of our site owners encountered an error when trying to create a Nintex form on a new list.  The error message was as follows:The key part of the error outlined in red was, "The server encountered an error processing the request.  The exception message is 'Index was outside the bounds of the array.'" I could recreate the issue on that list with my admin account, but not on other lists on the same site.  I didn't find any community discussions about this, so I started looking at the list structure and settings.  I quickly noticed an unusual column.  One of the columns was named "#".  I changed the name to "Number" and retried launching the forms builder.  Lucky guess!  It worked!  To test it out, I tried some other special characters and ran into the same error.  Interestingly, if the column name had text and a special character, it seemed to work fine, but when it was just a special character, I received the error.  So, for example, using "#" or "$" as the column name resulted in an

Regular expressions – Nintex Forms – format HH:MM Sometimes we need to allow users to enter information on a Nintex Form with some specific format.In this sample I am showing a control to enter Time. So the user needs to enter information with the format HH:MM and HH could be from 00 to 24, then as a separator and finally the minutes from 00 to 59.You can easily solve it using a regular expression.  You can use a Single Line Textbox, so go to the Control Settings, set Use a regular expression to Yes and finally set the following Regular expression:^([0-9]|0[0-9]|1[0-9]|2[0-3]):[0-5][0-9]$ 

Applies to: Nintex for SharePoint 2016 and 2013 For the farm administrator:Transport Layer Security (TLS) protocol 1.0 and 1.1, which is supported by default in Nintex Workflow for SharePoint 2016 (and 2013), is no longer compatible with the Start workflows with Nintex Workflow Cloud action. TLS1.2 is now required to start workflows with this action. You can opt in for TLS 1.2 even if your application framework doesn't support it.To use TLS 1.2, follow these steps (all servers):Using Sharepoint 2013:  Create a text file with a .reg extension and the following contents: Windows Registry Editor Version 5.00[HKEY_LOCAL_MACHINESOFTWAREMicrosoft.NETFrameworkv4.0.30319]"SchUseStrongCrypto"=dword:00000001[HKEY_LOCAL_MACHINESOFTWAREWow6432NodeMicrosoft.NETFrameworkv4.0.30319]"SchUseStrongCrypto"=dword:00000001 Double-click the .reg file install,. Restart your computer for the change to take effect.Using Sharepoint 2016:  Create a text file with a .reg extension and the following contents: Win

Many people have requested a method of finding the date of the Monday in a week.I have seen several quite complex solutions, but then I read this post https://community.nintex.com/thread/11519 and realised it is a trivial matter.Firstly, create a collection of the 3-letter day abbreviations (this should be done for your current locale, for other locales use the appropriate 3-letter day name abbreviations) and should be in uppercase. The easiest way is to use a Regular Expression and splitMON;TUE;WED;THU;FRI;SAT;SUNaround the ‘;’ character.Then add a collection operation that tests if fn-ToUpper(fn-FormatDate(DoWDate,ddd)) exists in the collection of days, returning the result in a number variable DoWNum.If you now subtract DoWNum from the given ‘DoWDate’, you will have the Monday date.

 Ever wanted to have Nintex Mobile set your location automatically without having to hit the "set my location" button?  Well there is a way but it only works under a set of of specific conditions. First you must be using Nintex Mobile on an Apple device.  Sorry to everyone else (including myself).  Android and Windows devices - you're out of luck. Secondly you cannot name your GPS field.  You can bind it to a list column and give it a title but you can't give it a name.  See the below example for how it should be set up.  See how Name is empty?  If you do that, your device will automatically set your location (assuming you've allowed Nintex mobile to access your location).  The implication of this, is you cannot set any form rules to interact with this field. Apart from those above constraints, it works well.  It works on o365 and SharePoint on-prem.  It works for both responsive and classic forms.   Go ahead and give it a try.  If you want it to work without the workaround, why not jo

We have nintex form/workflow 2013 version 2.9.0.0 now want we want to run the updates but we doesn't seem to have the option to, Attached is the screenshot. Please advise.

During the last quarter of 2017 Beezy and Nintex announced their technology partnership and we couldn’t be more excited about that. Beezy is one of the most successful Digital Workplace solution and Nintex is the leader in Workflow and Content Automation. It’s the perfect equation: Intelligent Process Automation + Digital Workplace = Intelligent Workplace Why does it matter?Nintex Workflow Cloud (NWC) and Beezy are both committed to solve the same problem: On a daily basis an employee needs to deal with different platforms, content and disconnected pieces: Sharepoint, Outlook, Salesforce, Box, SAP, custom databases… you name them! Nintex Workflow can orchestrate and automate the content across all these systems of records. And Beezy, using NWC as the underlying workflow platform can surface the only relevant information for every employee in their custom workplace. How does the integration work? Beezy works on top of Office 365 and SharePoint on prem and was looking for a way to includ

Recently, I was asked to hide the "Cancel" button on a Nintex Form. Using the Internet Explorer Development Tools (F12), I identified the Cancel button element.  It was necessary for me to use the element id (because the class is used multiple times in the form), so I inserted the following to CSS on the form. #Nintex.Forms.SharePoint.Ribbon.Filler.d22208f1_d79c_450b_a0dc_aadff6857888-Large {display:none;} Unfortunately this didn't work. After some research I realized the periods in the element id name are not recognized by CSS and need to be escaped.Adding a slash () in front of each period did the trick. #Nintex.Forms.SharePoint.Ribbon.Filler.d22208f1_d79c_450b_a0dc_aadff6857888-Large {display:none;} 

So I have had this blog post on my "to do list" for some time now and the list is now beginning to get scroll bars so I have to tackle it!  I have seen a lot of questions posted on the community (and asked in my workplace) about workflows incurring an error without much detail as to why this has happened.  The thing that I would always offer to anyone with these problems is to use the inbuilt error handing within Nintex workflow actions wherever possible.  Why?  Well a number of reasons actually:If a workflow errors it notifies the initiator (unless those settings are changed).  Normally the initiator is a user in the business unaware of the design of the workflow, and sometimes unaware of the workflow altogether.  The last thing these users want is a ghastly email that says a workflow, that they may not be aware, has errored with some hideous details that they don't understand:The details given when a Nintex workflow errors are sometimes completely non-descript and offer no help or di

This blog gives a quick over view on Ports/Url's to consider when setting up Nintex Live in your corporate network.  Reference Material:For how to enabled guidance please see the help file here Connect and enable Nintex Live  For complete architecture document please see this Overview of the Nintex Live service Nintex Live - Architecture Overview    The Urls/Ports Url's  https://live.nintex.com https://liveservices.nintex.com https://nintexlive.blob.core.windows.net/serviceicon https://nintexrelay.servicebus.windows.net https://cm.nintex.com (to connect to Connection Manager) https://run.nintex.io (to connect to the Start Workflow API for External Start) https://prdswasbuwus01.servicebus.windows.net (to connect to External Start)  Ports 9351 80 443 5671 (https://nintexrelay.servicebus.windows.net) 5672 There is a chance you will run into an IP address change. So if you look them up please be aware as they are dynamic. 

UPDATE: We have deprecated pre-populating of authentication fields using a deep link. This feature has evolved into a design time configuration which is available in  Nintex Mobile Enterprise.-------------------------------Nintex Mobile is a great way to take your business process with you on the go anywhere; no matter you are online or offline.To use the app you need to download it from the store and sign in to a specific SharePoint URL using your credentials.And if you want to connect to an Office 365 tenancy, you need to first select Office 365 Account and then enter the tenancy URL:While remembering all of the information and instructions for an advanced user is not an issue, most users have to refer to the instructions sent by IT in order to sign in and use the app.Nintex Mobile 3.0 has a new feature which lets users launch the app and pre-populate authentication information through a hyperlink. Using this fantastic feature users don’t have to remember their authentication type, S