Nintex Automation K2: Back to basics
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The post is motivated by the case Rhia Wieclawek wrote about on her Twitter. Her case is possibly more complex, but the general question was: how can I use the signature from the Nintex Mobile inside a document being generated by the nintex document generation action? Unfortunately this is not yet feasible only using Nintex products. This is because Nintex Workflow for Office 365 is not handling correctly the binary data (it loses null bits) so what I proposed was to use microsoft flow. The process User sings a form in Nintex Mobile. The signature along with the form is saved in a SharePoint list. Then the Nintex workflow on item's creation is triggered. It builds a JSON, that is a request body, then calls Microsoft Flow, passing: form's title and base64 encoded signature from a multi-line text field. Flow receives the call, starts and uploads signature to the images library, converting it from base64 to binary. In resposne Flow sends the URL to the created file. Nintex receives th
Automating business processes on a cloud environment such as Nintex Workflow Cloud (a.k.a NWC) rely heavily on its "connectors" the workflow platform is offering. This could be a connection for an event trigger, reading or writing to an environment that is external to the NWC. In the event if the connector has not yet made available, one could still connect to external environment such as Google, Facebook, Microsoft, etc. via the "call a web service" workflow action. For any platform on a cloud environment to connect to other cloud services, gaining authentication and access to other cloud services becoming critical before one service could communicate to the others. This is where the OAuth becoming common open standard for authorization among the cloud services. This post provides a step by step sample configuration on how to get the NWC access the REST API of google drive using the OAuth 2.0 authentication. Before we get into the required setup, let us take a look at a sample endpoin
( developed for SP2013 on-prem, Nintex forms 2.10 )This code was inspired by nmarples whose amazing blog post can be found here. He lifts the curtain on the Nintex rules engine and shows the power of combining Javascript with rules, providing clues to this realtime validation concept.You can implement this solution right away on any form control without any additional configuration, cut and paste as shown below using these 4 simple steps; 1) make sure each form field control is named and the label is associated with the control: 2) paste this CSS in the form's Custom CSS setting: .lp-border-red { background-color : rgba( 255,0,0,.2 ); } .lp-border-yell { background-color : rgba(255,255,0,0.3); } .lp-border-grn { background-color:rgba(0,255,0,0.3); } 3) paste this Javascript in the form's Custom JavaScript setting:lpForm = { Validate: function( formControlCall, sourceContext, required, isValid ) { // Obtain the internal element input n
The "Document Generation" action offers the opportunity to create documents based on a definable template with all the information that is gathered while the workflow is running.After the release I’ve asked myself whether it is the possible to get the information of a repeating section (created with Nintex Forms for Office 365) into a document via the “Document generation” action. The answer is yes and in this blog post I’m going to show you how this can be achieved.The focus of this blog post will be the workflow including the „Document Generation“ action, but for a better understanding I will also describe the other aspects of my scenario. There’s a custom SharePoint list with a Nintex form which offers the opportunity to order products in the desired quantity. Afterwards a workflow will automatically create a PDF document with all relevant information concerning the specific order. The PDF document is created based on a predefined Word template.SharePoint List and Nintex FormFirst,
Yes... it is takes me 10 more days time to resolve this issue. What is this issue? i could not open the Nintex workflow designer in the site ,when i try to open Nintex to edit the Workflow,Page will get crashed. is it related to Nintex ?yes.this Problem Related to Nintex, What is the solution for this issue?Finally i have found the Issue,it is related to Nintex threshold limit .if you have more then 100 list/Library in the Particular site,you will get this kind of Error, Note:- this 100 list/Library Issue(AW,Snap),won't create any problem in Nintex performance, it will occur issue only on open the Workflow designer
By default, all sites, lists, and libraries in a site collection inherit permissions settings from the site that is directly above them in the site hierarchy.This means a site inherits permissions from the root site of the site collection, and a sub site inherits permissions from its parent site. Folders,lists and documents inherit permissions from the site that contains them, and so on.To assign unique permissions to a list, library, or survey, you have to first break permissions inheritance, then assign unique permissions. 1)Break Inheritance2)Delete Existing Permissions(optional, based on your Project Recruitment you can decide this step)3)Add New Permission 1) Break Inheritance {Workflow Context:Current site URL}_api/web/lists/getByTitle('{Variable:ListName}')/breakroleinheritance(copyRoleAssignments=true, clearSubscopes=true) 2)Delete Exiting Permissions To delete Permission {Workflow Context:Current site URL}_api/web/lists/getbytitle('LISTNAME')/roleassignments({
Go to List/Workflow SettingsGo to Remove Select the workflow to remove
My requirement is to get all o365 users.I tried two approches:1) I followed the approach calling service through 'call http service' action but i got an empty results.(Reference : https://community.nintex.com/message/25149)2) I used 'o365 search query' action to get all users.But couldnot get all the users in the response and not able to parse the XML response.can you please help me out getting all the Users...?
Hello! Thought I'd share this simple idea with you guys. I had a request in to create a form with about 15 questions and gather responses. Rather than create a bespoke list and form I looked into creating a solution that would allow anyone to create a questionnaire and send it out to anyone in the company. My solution uses two lists. One to Create the Questionnaire Group and one to hold the tasks for each user generated by a workflow. The task list can easily be connected to excel allowing simple pivots to show the status of each questionnaire. IE who has yet to fill in the form! Questionnaire Form example...It allows you to configure various items. The email text that goes out with the task, who it's from and so on. A form can have up to 25 questions, each with it's own set of answers in the drop down. Finally who you want to target. Using a list of users, I use SQL within my workflow to lookup logons based on your choices of Office. department etc. Once the questionnaire group has be
Based on a Euan Gamble Tweet.As mentioned at Xchange, Form Variables are coming to Nintex Forms for Office 365 very soon! Set column data with hidden calculations!
Nintex Forms for NWC was just released yesterday, and just in time for me to add a contact form to my new website (https://www.docfluix.com). Matt Jennings already posted an awesome intro for Nintex Forms for NWC so check this out to understand what this awesome new product is all about. Background InfoMy goal for my first Nintex Forms for NWC project was to create a simple web contact form (Name, Company, Phone, Email) and save the data to a SharePoint list. I also decided to add a multi-choice control named CustomerInterest to my form with the following options:Workflow / Business Process Automation Document Management (ECM / Records Management) Collaboration Intranet / Portals Migration to SharePoint SharePoint Governance SharePoint Adoption In my SharePoint site, I added an out of the box Contacts list, and customized it with a choice field (also named "CustomerInterest") that allows multiple choices and includes the identical options above. After the Start Event, I added the Sha
Please be advised that Nintex intends to fully comply with the GDPR, to the extent it is applicable to Nintex, and to provide GDPR related assurances in our contractual commitments, once the GDPR becomes effective on May 25, 2018. Until then, our Privacy Policy, https://www.nintex.com/company/legal/privacy-policy, and security disclosure, https://www.nintex.com/security, remain in full force and effect. We have not yet published a GDPR Compliance Statement as the ICO has indicated there may be additional guidance on GDPR compliance issued prior to May 2018. While we do not process or store any customer personal data, we acknowledge there may be situations in which we fall within the definition of a data processor. Like most all companies, we are implementing processes and procedures to respond to subject access and portability requests under the GDPR. Reference: Home Page of EU GDPR
We are yet to purchase Document Generation and forever finding ways to produce documents from list items. We also don't have Print to PDF for Nintex Forms as we are on standard license, so it all requires rather a lot of work. Some of the options we have considered in the past are, but not limited to:Document library with columns and quick parts - passing the information from the list into the document library columns and using quick parts inside the document library to populate the document. The workflow simply uses "create item" and adds the associated columns Document library with content controls - use create item from the list to create a document in a library, and then use "update document" action in the workflow to update the content controls SSRS reports - use reports to look at the list item data that can then be exported to word, pdf as required I recently tried both document library approaches to create a document using a template from workflow and both kept giving me thi
This blog is dedicated to SharePoint on premise installations of the Hawkeye Data Collector in regards to Firewalls. The Hawkeye SharePoint data collector communicates to the cloud in a couple of ways.It talks to what we call the discovery API for commands, to register itself and request upstream endpoints to live events and workflow definitions. In production these urls are: 1. https://discovery.hawkeyecloud.com (port 443)2. https://wus-discovery.hawkeyecloud.com (port 443)3. https://neu-discovery.hawkeyecloud.com (port 443) For upstream communication Nintex talks directly to azure storage and event hubs directly. Azure storage will again use port 443 on urls similar to this one https://<storage<https://%3cstorage> account name>.blob.core.windows.net/. Event hubs can use a couple of different methods. The urls will look something like this sb://<event hub name>.servicebus.windows.net/. It will initially try to connect using AMQP over ports 5671 and 5672. If these are
Retrieve User Profile Details on Nintex Form for Office 365Unlike the Nintex on-premise version , the User Profile Lookup function isn’t available yet in the Office 365 Nintex forms [Hopefully Nintex will add it in the future versions]. So here is a solution on how you can fetch the user profile properties using a custom JavaScript code. Please refer my blog-post Retrieve User Profile Details on Nintex Form for Office 365 [Step – By – Step] to view the step-by-step process. Common Code (Add this code inside the Site Assets folder and name it “sp.userprofile.js“)—————————————————————————————————————————————–function SPUserProfile(strAccountName, OnComplete, OnError) {var currentObject = this;var userprofile = null;this.getProperty = function (propertyName) {if (this.userprofile == null) {propertyValue = “Userprofile not initialized or error fetching user profile”;} else {var propertyValue = NWF$.grep(this.userprofile.d.UserProfileProperties.results, function (k) {return k.Key == proper
Recently I was working on a project, where a workflow was running through a list of reviewers and was assigning them tasks, but because there it was possible to have multiple tasks assigned to multiple users at the same time, it just wasn't possible to simply use the "Wait for task completion" configuration option. I decided not to use it and instead to use a "pause" action, so that after tasks are assigned workflow just loops and checks if all or any from the created are completed. And everything seemed ok, from the architecture point of view, however I realized, that my workflow is actually not... pausing! I tried recreating the pause action, moving it to a different location in the workflow - nothing seemed to help. Finally I started to analyze how the workflow works, trying to understand why it doesn't pause, as in other workflows this action works fine, so that it cannot be related to any Nintex or SharePoint issues. What I realized a little surprised me. Workflow configurationWor
Summary When Hide formatting rules execute on a form, controls lose their placement. Symptom The below form contains a Choice control titled Colors. When ‘Colors’ is selected, either Red or Green will determine what controls show and what controls are hidden. Here is the Nintex Form in Design Mode: When Green is selected, the Multi Line textbox and two Single Line textboxes will be hidden:The second rule, "Hide Red", will hide the Single Line textbox 1 and the Single Line textbox 3: In Runtime, when the ‘Hide Red’ rule is selected, you will see how the bottom ‘Hide When Green’ single line text boxes ‘jump’ on the Multi Line textbox and do not align correctly after the above controls are hidden: Resolution Add a Panel control and nest the two bottom Hide When Green controls within the panel. Remove the ‘Hide’ rule from the controls (Select the Hide Green Rule drop down and select ‘Remove from selected controls’). After you have nested the Hide When Green controls, select the Panel contr
So, you want to save more than one field from a database query but you don't want to have multiple SQL Request controls in your form? You can achieve this with a customized SQL query and JavaScript. In the query, concatenate the fields you want to use. In this example, a pipe character ( | ) is used as a delimiter. Set the Value field to your concatenated fields ("Details") and the Display field to a reader-friendly field for your users to select.Set the JavaScript variable name for your SQL Request control as well as the other fields you want to populate:Use the Custom JavaScript area in the Form Settings to retrieve the fields. In this example, the SQL Request control is displayed as a Drop Down List, so the JavaScript uses the Change event to get the values and then populates the textboxes with the fields from the database query.
Current Nintex Projects on Codeplex OverviewAlthough we have tons of features on Nintex workflows, there are also some public projects published on Codeplex that could help us adding functionalitites not available on the current actions.Here is the current list of projects on Codeplex. POWERSHELL NINTEX WORKLOW ACTIONThe “Execute PowerShell Script” action allows you to execute PowerShell scripts from within Nintex Workflow 2010 workflows. You MUST have Nintex Workflow. INFOPATH AND NINTEX WORKFLOW INSTALLER FOR SHAREPOINTThis project is a command prompt application allowing administrator to write and run custom scripts to deploy automatically InfoPath form (with or without code) andNintex Workflow to a SharePoint server. NINTEX WORKFLOW ANALYZERNintex Workflow Analyzer is a low level workflow editor and best practices analyzer for Nintex Workflow exported files. NINTEXXIn many situations where we have to invoke existing .Net code. We can achieve this by using this custom Nintex action.
Let's be honest, people like to print things out. You know you do! Allow me to paint a picture... You just filled out that leave request form on your company's intranet and you simply can't resist clicking on print after you submitted it. Why? Well proof, of course! We want to be able to have a tangible snapshot of that form, perhaps to print out, on that fancy multi-function copier down the hall, to pin on the wall of our cubicle to help count down the days until our vacation or maybe to stick a copy as a PDF into your OneDrive for Business folder labeled Personal for posterity. But, even though that leave request form was created with Nintex Forms, your web browser made it look like a complete mess thanks to things like background graphics and navigation/menus from SharePoint showing up and even things like certain sections running over onto subsequent pages. Not ideal. But, it's okay... Thanks to all of those crafty software developers here at Nintex, we are introducing Print to P
This post intends to demonstrate how a JavaScript/JQuery function can populate a calculated value control dynamically within a Nintex Form. Accessing data by using REST API Service makes dynamic content compulsory. Here is the form view that shows unpopulated calculated value controls as following. In order to resolve this issue, I have decided to force calculated values to be recalculated by JavaScript code.To accomplish this, we need to setup following steps.Define a textbox with the name of 'hiddenField' and set « Store Client ID in Javascript variable » to Yes and give the value of « Client ID Javascript variable name » as 'hiddenFieldPageID'. Then all our calculated values formula should be included with a reference to the textbox. In our calculated values, add a reference as a parameter that does not be used in our Javascript method. Ensure the formula is set to getLabel("lblSecondLang1",hiddenField). You will be able to force a calculated value to recalculate by calling these f
So I made a rooky mistake and thought I would share so that you can all see that I am only human too, and sometimes, no matter what experience you have working with certain technologies, oversights can be made...I had a very old solution (not mine) that used an InfoPath form and a workflow that run on all updates with a Run if action at the very beginning checking if the email flag was checked. This had been working fine for a long time but the customer reported that they wanted the form slightly changed.In good old fashioned InfoPath style, it informed me changes had been made in the list that needed to be reflected in the form (and rather unhelpfully didn't elaborate on the changes). I needed to add this change for the customer so I accepted and published. User was happy for a day or so until they realised that one of the dropdown controls had become unbound...!I won't bore you with the details, but here is what I did.the column was missing for whatever reason in InfoPath time was
Products: Nintex Forms 2010, Nintex Forms 2013SummaryDesigner wishes to hide the Form Footer when Nintex Form is in View or Edit Mode. ResolutionNintex Forms uses the 'nf-form-footer' class:The following CSS Class will need to be placed in the Nintex Form Settings > Custom CSS section of the Forms Designer: .nf-form-footer{ visibility: hidden !important; }
Sometimes as a developer usual channels don't work. My colleague and I tried for several hours to extract a base64 file from a document library using "/_vti_bin/Lists.asmx" in a Nintex Web Service component. We could see the correct SOAP output after using the internal run command. But alas, after compiling, the workflow, the web service returned nothing. Being a SharePoint Developer for over eight years, it was time to write a web service to talk to Nintex. Since it had been awhile since I had written one, I turned to Google for help. To the rescue came Rob Windsor's Video and Blog on the Subject of creating a SharePoint Web Service: Creating a Custom ASP NET (ASMX) Web Service in SharePoint - YouTube Walkthrough: Creating a Custom ASP.NET (ASMX) Web Service in SharePoint 2010 – Rob Windsor's Weblog The Weblog is for SharePoint 2010 in the video, Rob explains the changes needed for 2013. For those unfamiliar with Rob, he is a gifted instructor with some heavy-duty SharePoint course
Many times we might have noticed an email notification saying, "A scheduled workflow failed to run. Check the workflow is not already running or in an error state". I recently faced this issue and my mail box was flooded with emails notifications.And there is no much information in the email except it is pointing to the workflow's schedule page and to workflow's status page.When checked ULS logs and found an exception, "Microsoft.SharePoint.SPException: The sepcified user or domain group was not found". Then I check for the user who scheduled the workflow and that user was no more working and his id got removed.Fix: Open all schedule workflows's schedule and click "Save" with different user. Best practice: It is best practice to publish or schedule the workflows with a service account on PROD environment.Other details: There could be other reasons to fail the scheduled workflows, below are the some helpful links to troubleshoot.1. Link12. Link2
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