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 Nintex Products used for customer: Nintex Form  Nintex Workflow  Power BI reports backed by Nintex Form.   BUSINESS SITUATION: Before using the Nintex Workflow Platform, Customer’s HUMAN RESOURCES uses MANUAL PROCESSES to track EMPLOYEE MANPOWER, DEMOGRAPHY, DIVERSITY and LEARNING & DEVELOPMENT for their regional Human Resources departments. As a result, they were OVERWHELMED WITH EMAILS and the overall human resource department BUSINESS PRODUCTIVITY WAS IMPACTED SIGNIFICANTLY.     SOLUTION:  With the use of Office 365 and Nintex Workflow & Nintex Forms, Nintex Partner helped customer to develop and create a more efficient system to automate their Nintex form and Nintex workflow. C

Nintex Products used for customer: Nintex Form  Nintex Workflow  Nintex Mobile / App Studio  Nintex Hawkeye  BUSINESS SITUATION Client embarked on Office 365 and engaged a service provider to design their Nintex form and Nintex workflows. Nintex form & Nintex workflow started behaving in an under-optimal manner DUE TO PERFORMANCE ISSUES. The system had BECOME UNSTABLE and started throwing cryptic errors. The primary reason was due to POOR APPLICATION ARCHITECTURE and DESIGN. SharePoint lists involved in the design contained more than 200 columns and had 8 workflows which were sequential in nature, not streamlined and simplified.  SOLUTION:NINTEX Partner proceed to PROPOSE A NEW DESIGN with streamlined workflow processes.  The ne

Seems like only yesterday it was February 2017, and I was in New Orleans at InspireX meeting everyone, and giving my very first conference presentation on governance. Now here we are, November already, and I'm eagerly starting the countdown to XChange 2018.  On the fence as to whether or not you should go? Here are my top 3 reasons why it's a valuable trip: 3)  The Experts Lounge Imagine this: a huge, ballroom-esque room, full of round tables, with 10 seats each. Each table has a card, much like at a wedding, denoting who is to sit there -- however, this is denoting the type of expertise available at each table. Document Generation. Advanced Workflows. Hawkeye. Drawloop. Every topic is covered, and there is a group of people there discussing the ins and outs of each. Ever had a question and wanted a Nintex expert to answer it to your face? This is the spot. 2)  Learn About All Nintex Offerings

This is something that threw me for a loop for longer than I care to admit. When you are updating a Word doc to use with content controls that are updated from a Nintex workflow, you cannot just save the document with the "Save" icon in the toolbar depicted in the screenshot below: You must use the File - Save As method and be sure to navigate to the library where the document is stored and overwrite the existing Word doc there.  This may seem elementary to some, but I'd like to document it to save others some trouble.

A three months Tentative Production Plan helps procurement division to plan what material to acquire to support the production of compressor at the production site. There are two types of materials to be shipped to a production plant,Movement of material from one plant to the destination production plant/storage Delivery Order directly from its supplier to the plant/storage Nintex Mobile application is being used at the plant supporting Goods Receipt at the point where materials are being received. This minimized the need for personnel at the plant to receive goods by noting it on paper, and the need to go back to the office desktop to update the good receipts using a desktop computer with SAP console installed. Updates of good movement is now instantly done over at the point of good receipts using Nintex Mobile, and data are being updated immediately to the SAP system powered by Nintex Workflow

In this blog post I'd like to provide a step-by-step guide to build a dynamic repeating section with Nintex Forms that can be used in order forms for example. Furthermore this guide will include a solution to check the total price of an order against a predefined budget. The focus of the whole solution will be on the Calculated Value control, the Lookup function, Runtime functions and Rules. I've created this guide by using Nintex Forms 2016 (On-Premises), but it should also work for Nintex Forms 2013 (On-Premises). In the repeating section the user will be able to choose from a specified list of products, whereby the price of the product, the overall price based on the desired amount and a picture of the product will be shown. At the end of the form the user will see the overall price of all products and furthermore will get an information whether she or he is still in the defined budget or not. At the end the form will look like this (Display mode):

Greetings everyone   You might remember my previous post where I illustrated how you can dynamically build a list of approvers and assign tasks to them in a loop via a Nintex® Workflow. In this post I've included an example  .  Author

Sometimes, you have a need to pull back a date from Active Directory to use in your workflow. Maybe you're querying for Account Expiration dates, or maybe you want to know when that employee last logged in. And maybe you need to store that in a column for some reason. If that's the case, then you'll be met with a bit of grief.   Active Directory has decided, for whatever reason, that 100-nanoseconds is the super cool way to store a date/time.  And SharePoint does not care for that. It would much prefer that you give it a format it understands, if you wish to view it as a date. But, using the action Query Excel Services in our workflow, we can get a readable date.  It's super simple -- the workflow, not the math -- (and I'm a workflow person not a math person) -- so let's dive right in. The formula

In my environment we are using host named site collections for a service that we offer to our clients. Each client has their own site collection and for security and data isolation we use dedicated content databases for both the SP and the Nintex databases. Occasionally a workflow or two will start acting wonky (usually after we upgrade our 3rd party software that we use Nintex to interact with). With over 160 clients you can imagine that it can be more than a couple having trouble and while we do get notified when workflows fail, sometimes a failing workflow is elusive. That's where PowerShell comes in. It may be possible to do this via CSOM but I've not experimented with that much. Using CSOM would let you write a script on your desktop and run it against your farm. It really depends on your permissions. The trick to finding these workflows is looking at the workflows that are running on an item. Workflows in our environment run against SPItems though we also have a

Dear all:It's a simple workaround to assign a temporary "unique" value to an element before create it in the list. When you are creating an new element using Nintex Forms, you don't have the "ID" value until you "save" the element the first time. Imagine you want to link some child list elements before save the parent element the first time. You need the parent element "primary key" to link with the child, commonly the "ID"(Check Forms: Parent / Child structure using List view Control to know how to link a parent element with a child elements in a separate list) I don't know how to generate a "unique value" into Nintex Forms in a easy way , so the workaround could be to generate a temporary "ID" as a "fake unique value" 

Scenario: I want to query items that were modified in the last 7 calendar days. How can I query the list to return record IDs: 208, 209, 210Here with alternatives/tricky solution in creating your workflow.First solution:1. Go to workflow designer, drag Calculate date action:2. Configure the Calculate date as below: 3. Pass the Data and time variable in Query List action: Second solution:1. Before creating your workflow, go to your list setting and

Recently I started playing around with the nintex O365 workflow rest api (http://help.nintex.com/en-us/sdks/sdko365/). Although not everything is possible (as saving new workflows), because web request action does not support passing of binary strings and cuts off null bits (0x00), so the passed file is found by the API as incorrect BUT first thing I faced during my exercise was: HOW TO OBTAIN FedAuth security cookie? I read articles, reviewed stackoverflow forums and similar looking for an answer how to achieve it using JavaScript. I was a bit upset with the results but then I found this precious article: Remote authentication in SharePoint Online | … And All That JS and everything went clear on how to obtain the cookie ins

You can access to the workflow Service Health on this page >>> "/_layouts/15/WorkflowServiceHealth.aspx" , and you will see the current status including the workflow queue length. Then you will see a table with the columns:Workflow name Started Suspended Canceled Terminated Completed Total , showing the number of those status   Also you can click on the information button  and will see Details of this specific workflow, showing the Most recent update and also a link to Terminate all instances of the workflow.

Nintex Forms allows a Forms Designer to set conditional formatting and validation within their task form using the outcome values (Approve, Reject and the other custom outcomes) the form designer may have made in the Flexi-task action. For information on how to configure the Formatting Rule, please read the following post: Using validation rules to ensure a comments box is not left empty However, one question that comes up is, why is the Formatting/Validation rule written around an outcome equaling a number and not the value 'Approve' or 'Reject'? For example, in a Nintex Task Form, you may see a Validation or Formatting Rule that looks like this: Well, what is the '1' that we are talking about?  Why not the term 'Approve'? In the Nintex Workflow Config database,

Electronic Signature can greatly speed up those processes which rely on a signature and where waiting for a wet signature can add days, often weeks to that process such as contract and invoice generation.  Leveraging the data captured from an initial Nintex form passed into Nintex Workflow, no longer do we need to duplicate recipient and initiation information, and thanks to the Nintex Document Generation action, we don't even need to update a standard document each time. We can keep that template secure in a centralised SharePoint location without the risk of end users editing the source of truth.Adobe provides the entire signing platform and handles the whole process securely online. Coming to Nintex Workflow for Office 365 on the June release is the Adobe Sign action:The Adobe Sign action is the perfect partner to the Nintex Document Generation action in Workflow for Office 365, for more information on that, see

Over the last few weeks Nintex has been talking about and showing a new Enterprise service called Nintex Hawkeye. Nintex Hawkeye gives you an unprecedented view into your process portfolio enabling you to monitor your business, get answers quickly and make informed decisions. Businesses can use Nintex Hawkeye to identify which processes yield the best business results and target those that are ripe for improvement. Nintex Hawkeye brings a new generation of analytics for human-centric processes, the people who use them, and the content they create. A key aspect to this capability is the Nintex Hawkeye Process Intelligence lens. The Process could be 1 or more workflows across multiple system, that contribute to a single "Process". With the Process

I have a partner asking how to bring the URL of an attachment from a list item to the task form, allowing the approver to click the url to open the attachment. I recalled something I have done before which I haven't got a chance to blog it for sharing. So, here I am trying to extract part of the previously done workflow that is relevant for the objective of the discussed topic - "Assigning the attachment URL to a column of the same list item". 1. In the solution, I have a list with a column named "PictureUrl" (i.e. Single line of text) as shown in below diagram (i.e. this column is what I will need to store the attachment URL). 2. Upon the form saved, a workflow will be triggered to perform series of actions, I am capturing only the main logic here that are relevant to the objective of updating the list item with the attachment Url. The workflow s

IssueI just discovered that renaming a repeating section on a form is not something that you should do if you already have items submitted into a list. Below is what the repeating section looked like originally.And this is what was displayed after I changed the name of the repeating section and re-published. RecoveryThe fix is to change the repeating section back to its original name. After doing that, the contents displayed correctly once again. So, if you (or someone else on your team) renames a repeating section, please be sure to capture its original name before you publish the change.

In this blog post I'd like to show how you can use the data submitted by Hawkeye beacons to create meaningful Power BI dashboards.  The emphasis being on pivoting the table data to use the beacon properties as columns. Before you create a Nintex Hawkeye Process Lens, you need to add some beacons to the processes you want to analyse.  These process beacons will log additional data and properties about the item based on what business rules were applied by the workflow.  In my example, I transmit the following properties using workflow beacons:Buyer Name City Country Purchase Classification Gender Purchase Amount Requested Discount Percentage Discount Amount Discount Applied Approval Status Once my workflow is running, Nintex records all this process beacon data and allows me to create a process lens in Hawkeye and export the Power BI template to Power BI Deskt

Nintex Forms 2013, Nintex Forms 2010If your SharePoint farm is enabled for Nintex Live access to Nintex Mobile, then users can register with Nintex Live​ for remote access to Nintex Mobile. When a user registers with Nintex Live, a Microsoft account is associated with the user’s SharePoint account. By default, new Microsoft account associations are enabled for access to Nintex Mobile. For information on enabling Nintex Live access to Nintex Mobile, see the installation guide (2013 | 2010). Steps for managing

Question: I would like to have a repeating section in my leave request form that contains 4 fields.  When I put the fields into the repeating section, the fields lose their link to the list columns in SharePoint.  Could you direct me to a video or send me some documentation on setting up repeating sections?  Also, is it possible to have each repeating section create a new entry into the SharePoint List? I’m going to be build 3 separate forms (leave request, compensatory leave earned, and overtime earned) that are attached to 3 separate lists in SharePoint.  Can one workflow be configured to process items from all 3 lists? Answer:  For question 1, they can extract the information from the repeating section using a workflow then use that workflow to push the information in to a separate list.  I’ve included links below for the process to extract the data an

This post intends to show printing correctly filled out Nintex forms without validation error summary messages and highlighted fields. Nintex form validation warnings were still visible when I printed the successfully validated form that pictured below.  I have added the lines of JQuery codes that before the window.print() call listed below.        NWF$('.nf-validation-summary').css('display','none');       NWF$('.nf-error-highlight').removeClass('nf-error-highlight'); Finally, I have printed the correctly submitted form without any validation warning on the printout that shown below. 

Question:  Can I use “Is Edit Mode” to lock a form during editing? For example – someone submits the form and the workflow sends it to a group for review – group is Reviewer A, Reviewer B, Reviewer C. If Reviewer A opens the form can it be locked so Reviewers B and C cannot not edit it simultaneously. Answer:  Because there is no Check In / Check Out functionality on SharePoint lists, this one would need to get a bit creative.  There are a couple of ways you can go about it, but this is the way I would set it up: Cr

This month marks a new milestone for Nintex as we introduce Nintex Document Generation for O365. Personally I am super excited about this. For years I've built workflows and then had to craft something to wrap the outputs up in nice way. Now in office 365 land with the absence of Sharepoint Word Services in O365, crafting that output document has become that much harder. With the rollout of the next version of Nintex Workflow for O365, all Nintex O365 customers will get Document generation action with some trial Doc Gens right out of the box.  Let me introduce this new capability by way of a story............... As a Business Analyst for Crestan, I need to create a solution that allows Safety Inspectors to fill in a form on their mobile. The inspection information not only needs to come back into SharePoint but it also nee

(Community manager's note: If you'd like to learn about the value of Workflow Constants, please see Tomasz's post in the Nintex Product Blog‌: Did You Know: Workflow Constants ) There are a lot of challenges when migrating Nintex from on premise to Office 365, even using Sharegate to help you. The most important one in case of Workflow Constants is… there is no such feature available in Nintex Workflow for Office 365 at all. And that basically means migrating them requires many manual operations. When attempting to do a migration with Sharegate, application will show you all the issues it finds in the process, also telling you, that you do have Workflow Constants used by your workflow that are not supported in migration. Workflow will be migrated, however won’t be published, as it contains references to variables