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This is open for everyone, and anyone to answer. I want to search for a specific item, and that should bring all possible matching items as dropdown list that a user can select. Based on item, the item name, customer name, customer number all should automatically be displayed.  Answer for Questions 1 & 2For question one / two, you will need to use jQuery to modify the control to incorporate the type-ahead functionality. From there you can use the calculated value controls, using the list lookup runtime function to populate the rest of the data. The links below will provide some context around potential ways to incorporate this functionality. https://community.nintex.com/thread/11807 https://community.nintex.com/thread/2546  The same needs to work for the requestor's name. Based on requestor's search selection, it should show their title, phone etc.  Answer to Question 3The userprofile runtime function can be used (currently only available in on-prem) to populate the data using calc

Hi there, folks! You may recall this blog post from a while back by Sean Fiene‌ -- it's a great write-up on how to approach cascading look-ups in Nintex Forms using lookup columns in SharePoint. A summary is: for each set of data you want to create - you need to make a new SharePoint list. It makes sense! But, I, personally, don't like having so many lists. I'd rather just have one place for myself and my clients to update. I wanted to find a new way - and, I have. I'd like to share that with you today so you can poke holes in it, or try it for yourselves.  Let's look at a 1-list set-up for 4 different cascaded sets of metadata. AnimalVegetableTier 1 Unique 1 Tier 2 Unique 2 Tier 3 Unique 3 Tier 4 Animal Y Mammal Y Cat Y Calico Animal   Mammal   Cat   Manx Animal   Mammal   Dog Y Pug Animal   Mammal   Dog   Beagle Animal   Amphibian Y Tree Frog     Animal   Ambhibian   Salamander     Vegetable

 UPDATE: with the roll out of version 3.9 Nintex Mobile Enterprise can now utilise deep linking features within their multiple apps. Rather than using nintexmobile:// to reference the app simply use ntx-appnamenospaces:// (App Name No Spaces) For example. If I had 2 Nintex apps installed one called 'Crestan Human Resources' and the other 'Crestan Info Tech' the urls would be;ntx-crestanhumanresources:// ntx-crestaninfotech://With this month's release of the 3.8 version of Nintex Mobile, my friends at ALS Trucking have asked me back to do a little more work on site. You can read about what I did there here Dude you're so deep, Nintex Mobile deep linking that is.. At their main facility they have had a number of break-ins. These break-ins have been enabled by doors being left unlocked and due to tough economic times, ALS Trucking cannot justify the services of 24hr security guard. So they implement a roster for all the office staff to conduct a lock up protocol every night. For it to wor

I had a customer who was creating a multiple signature workflow using Workflow Cloud, but had an issue when trying to capture the certificate of completion, and thought I'd shine some light on the issue, in case others had a similar question.  What you need to do:  In the Get Signature action you’d need to select the Envelope ID (output). In the Store Signed files action, reference the envelope ID and select storage location of choice. Upon completion, there should be 2 files in the location. The Signed Document and the Summary.pdf – the summary is the certification of completion. 

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