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A Common use case for an automated process containing a document being generated is needing a proofreading step where a user can verify the dynamic data going into the document before delivery. Pause to Edit and Forms are just two great examples & features to accomplish this. Let's talk about using forms first. I typically always bring up this path first on any discussion I have. The Reason? Most of the time this ‘proofreading’ step doesn’t need to give the user access to the entire document. Typically they are just checking the dynamic text coming in or maybe just changing a single paragraph. In this case a form is much faster for the end user.  A user can simply check the data here and make any adjustments instead of downloading the entire document. The other plus here is that you can map the data back to a system of record because all the values in the form can be variables. This way of thinking is also great when you incorporate NintexSign into the use case. Using secure fields

In many industries, paper-based processes can hinder operational efficiencies and increase risk of lost or inaccurate data. Equipment inspections in the Oil & Gas industry are no exception. One company used hyperautomation—the use of multiple automation tools across a business process to achieve end-to-end efficiencies—to digitize their equipment inspection process, and do so with systems located both inside and outside the firewall.  The Challenge Many companies have data warehouses where digital assets such as documents, reports, and imagery are stored.  For security measures, some companies deploy such data warehouses behind strict firewalls with no connection to any other application beyond their firewall.  This creates a challenge for companies that are trying to automate manual processes involving people and systems both inside and outside the firewall, yet are obligated to comply with strict security policies.   An Oil & Gas industry provider had a manual process in plac

In this month’s user spotlight blog, we’re talking to Tim Byrne (tbyrne777) , owner of the software consulting business Simplogical Consulting. Tim ByrneWhat is your current role and career background?I currently own a small software consulting business I started after 15+ years as a software consultant in the Chicagoland area. Which Nintex Product are you most passionate about and why?I am most passionate about the Nintex Automation product (formerly K2 Five, formerly K2 blackpearl). I’ve been working with this platform since it was in beta, and I don’t think there are many other developers with as much experience in it as myself. What do you enjoy most about answering Community questions? I enjoy opportunities to share my knowledge by solving other users' issues in the Nintex Community. Everyone in the community is respectful and appreciative when I can help, and I am not hesitant to share other solutions that I hadn’t thought of, which adds to my own tool belt. Is there any advice y

Workflow Export Key:Q54w8FBLY7qpShZLdbiHok9thBhoq7VYMLyACf4mYJtLcAest Hello, In this blog I am going to show you how you can add buttons to express approval emails to speed up the time it takes to respond, currently when you receive an express approval email you are asked to hit reply and type out your response, this can sometimes lead to mistakes in spelling, although already quite fast in relative terms, we can always improve and make them look like this:  I will be adding an export of this solution to the gallery if you prefer to skip some steps below but I recommend you keep reading to understand how it is configured. Before we begin there is a couple things we need to do for this workflow. First we need to generate an App token for Nintex Automation Cloud, If you haven't already got one.  Once you have created your app token you'll need to copy and keep safe the client ID and Secret by clicking on the ellipsis and then View.   After that we need to create a new workflow cloud conn

Nintex is thrilled to announce the beta availability of Nintex Automation Cloud in French, German, Spanish, as well as English. This localization applies to Nintex Automation Cloud participant, designer, and administrator interfaces.This beta release announcement comes shortly after the general availability of real-time language translation capability for Nintex Forms, which delivers a fully localized automation experience, enabling broader automation reach to employees, customers, and partners in non-English markets.How language is setWhen a user logs into Nintex Automation Cloud, the displayed language can be set manually by clicking on the user’s name on the top right of the screen (see screenshot below) or automatically determined from the browser language setting (language code). If the browser is set to an unsupported language, English is displayed.The displayed language is automatically determined from the user's browser language setting. Users can update their preferred languag

In the dynamic landscape of the insurance industry, automation separates the leaders from the rest of the pack. This blog delves into a real-life use case where automation digitally transforms the insurance policy management process, leading to increased efficiencies and elevated customer satisfaction. The Challenge:  Traditional insurance policy processes often involve manual tasks, lengthy paperwork, and a high probability of errors. These challenges impede operational efficiency and hinder the overall customer experience. The Solution: Policy AutomationEnter policy automation, which can help insurance companies streamline operations and enhance customer service. This blog tells the story of an insurance broker who successfully embraced automation to ensure accurate, efficient, and compliant data entry into third party carrier websites when customers request updates to their policies. How One Insurance Broker Optimized Policy Modification with Automation:  A Nintex partner, BankRPA,

A common question with K2’s integration with SharePoint is how can we reduce the scope of permissions? By default, the permissions required in SharePoint allow K2 workflows and forms to do all the things: create sites, update permissions, create lists/libraries/items, and help you automate your SharePoint administration.While we believe that every site could benefit from K2’s integration, we know that some organizations want to control access to K2 and limit scope. Newly added to the documentation by our amazing Technical Content team, this article helps you do just that. https://help.nintex.com/en-US/nintexautomation/icg/5.7/Content/Configure/SelectedScopeSetup.htm. By creating your own application, you can reduce the site scopes to only those site collections you want to use with K2. Give it a whirl if you need more granular control over which site collections integrate with K2!   

IntroductionIn this blog I am going to show you how to take data submitted from a form in Nintex Workflow Cloud and save it into a table in Excel. Inserting Form Data into an Excel TableWith a recent update in Nintex Workflow Cloud, we now have an out of the box action for Microsoft Excel to Insert Table Data.   Creating the Excel Table to store the data inThe first thing we will need it to create an excel workbook with the table where we want to store the data, we collect in the Nintex form. In this case I just created a simple table called NWCTest and 7 columns for the data we are going to be collecting from the form.  You will want to make sure you have your excel sheet and table created before you begin setup in Nintex Workflow Cloud.  The excel sheet will also have to be stored in Microsoft OneDrive as well, as this is where the workflow action will connect and look for the file.  Creating the form and connection in Nintex Workflow CloudNow we need to create our form and workflow,

Earlier this month, Google started tracking a new issue in which source URLs for files in Google Drive aren’t working when they’re embedded, such as in Nintex Forms, emails, and web pages. This issue can impact any Nintex product expected to host an image, and seems to affect many (possibly all) file types. This issue has been acknowledged by Google on their Issue Tracker This conversation in GitHub demonstrates a workaround with a new URL format. However, this workaround ultimately requires the URL to be updated anywhere it’s been used. I’ve written a Knowledge Base article about it here regarding Nintex Automation Cloud.

You may start to see a notice when accessing your K2 for SharePoint integration in a SharePoint Online list or library. This notice states that SharePoint add-ins will be retired for SharePoint in Microsoft 365 in April 2026. Rest assured, our developers are hard at work and have already made strides in keeping your SharePoint Online integration working with your Nintex Automation (fka K2 Five) and K2 Cloud environments.With the 5.7 release earlier this year, new installs that integrate with SharePoint Online will use the new SharePoint Framework (SPFx) integration path. This includes a new way to manage your SharePoint Online integration in the Management site, and has updated the integration points per Microsoft’s guidance. What about all our existing SharePoint integrations that use the add-in?The team is currently working on a migration tool, to help you move your existing add-in based integrations for forms and workflows to the new SPFx model. This will allow customers who have pr

Several questions have come in recently from customers asking about plans to remove the dependency on Microsoft’s .NET Framework 3.5 version, which will reach end of life in 2029.We are aware of the upcoming deprecation, and keep a close eye on all of our technology dependencies to ensure we stay on current, supported versions to help our customers remain secure and stable.  We are working to address this dependency, and it’s not a simple upgrade for the K2 server and sites. Where we can, in some of the supporting micro services, we’ve already updated our code to depend on .Net Core versions. I don’t have a firm release date for completely removing our dependency on .NET Framework 3.5, but when past APIs have reached EOL (for example, the Microsoft AAD API to the new Microsoft Graph API), we addressed it in all supported versions with plenty of time for customers to upgrade. And we are committed to doing that for .NET Framework 3.5’s end of life in 2029. As we have more information, I

In this month’s user spotlight blog, we’re talking to Sam Scheer (Nintex_Sam), Customer Enablement Manager at Nintex.Sam ScheerWhat is your current role, how long have you worked at Nintex, and what is your career background?Hello! I’m Sam, the Manager of Customer Enablement and responsible for Nintex Community, the Nintex How-to Center, and Nintex University. I’ve been with Nintex for two and a half years and love every minute. As a life-long technical communicator, I've worked in many industries, from aviation, utilities, consumer electronics, unmanned aircraft, satellites, and software. I’m also a United States Navy veteran, where I worked on the radar systems for the F/A-18 fighter. My top priority is enabling our customers to succeed with the Nintex Process Platform. Which Nintex Product are you most passionate about and why?It’s a tie between Nintex Automation Cloud and Nintex Process Manager. I love Nintex Automation Cloud because it’s easy to create forms and workflows without

Earlier this year, Microsoft announced that SharePoint 2013 workflows will be deprecated in Microsoft Office 365 as of April 2026. As we communicated then, this deprecation affects our Nintex Workflow for Office 365 product, which utilizes the SharePoint 2013 workflow engine.We are now announcing End of Life for our Nintex Workflow for Office 365 product. Per our standard support policies found at www.nintex.com/legal, we will make support available to active customers for two years, with our anticipated End of Support date in December 2025.Our Nintex Workflow for O365 customers can upgrade to Nintex Automation Cloud to continue utilizing their Nintex-based workflows. To help our customers with this transition, we introduced the Nintex Upgrade Program to provide no-cost migration tools, services, and dedicated support from Nintex process experts. Many of our customers have already engaged with our Upgrade experts, but if you have not, and would like to learn more, please visit the Prog

In this month’s user spotlight blog, we’re talking to Simon Muntz (SimonMuntz), a Senior Instructional Designer at Nintex.Simon MuntzWhat is your current role, and how long have you been with Nintex?I have been with Nintex for nine years and seven months.  My current position is a Senior Instructional Designer on the Customer Enablement team, which I have been doing for around a year and four months.  Before that, I was a Senior Engineer in Nintex Support. I have been in IT for about 16 years but have always been interested in computers. Which Nintex Product are you most passionate about and why? I have always liked Nintex’s workflow products, so I like the newest offering of Nintex Automation Cloud the most. Its ability to interact with many applications makes it the Swiss Army knife of the automation world.  What do you enjoy most about answering Community questions?I enjoyed helping Nintex customers while in support, so the community is just an extension of that help. Nintex Communi

In this month’s user spotlight blog, we’re talking to Brandi Woodson, an IT Systems SharePoint Administrator at Kellogg Brown and Root.What is your current role, and your career background?I’m an IT Systems SharePoint Administrator who specializes in Business Process Automation. My career background is actually in pricing and contracts – but my IT career has just begun! I have always found myself learning more and more about how applications communicate with one another throughout my journey. I have had great mentors and trainers along my journey who were always willing to share and teach me functions that were not necessarily in my job description. Through the years I found myself always pushing my leadership to consider new ideas or processes that would make our team more sufficient and productive. I guess you can say I have always been the “innovator” in my former positions and always wanted to find a solution to any problem that presented itself!  Which Nintex Product are you most

Have you ever found yourself in a situation where you needed to reset a Nintex Forms Repeating Section? I'm sure you've tried to reset different columns from within your Nintex Workflows and It's actually easy to reset any type of fields like Yes/No, Single Line of Text, etc.. But what about the Repeating Sections? First of all, why would you need to do so?In my case, I had two lists; one for the orders and the other is for the order details. I've created a 1:Many relationship between both lists.  In my case, I wanted to use a Repeating Section only as a way for inputting data into another list (a Nintex Workflow on the parent list is being used here to parse the repeating section and create the child items in the second list.). I wanted this Repeating Section to always be empty and ready for data input. Unfortunately, this was not straightforward due to the fact that the Repeating Section data is always stored as XML either in a list column if the repeating section is connected or in

When you read release notes of any product or app update, you’ll usually see the generic category of “performance enhancements” - More speed. Like Ricky Bobby, “I wanna go fast,” right? But that phrase has gotten a bad reputation as just buzzwords. For a while now, you’ve heard from me about some tech debt projects that are updating some pretty core frameworks that are used in the Nintex K2 designers. And with those projects, I always promise that we’ll have increased stability and performance. But words are words, right? Seeing is believing. On the left, the updated framework. On the right, what you have today in Nintex K2 Five/Nintex Automation and Nintex K2 Cloud. On your mark, get set, go!Coming to a release next year. Get ready to go faster.

This is a short workaround i've put together on how you can use a component workflow within Office 365 to capture workflow information and append it to a history list on the item that your workflow is running on. Check out the video below on how it works:   How to use this: 1. Download the component workflow i've built2. Create a column called "Workflow History" on the document or list you'd like to log3. Import the workflow as a site workflow4. Update it to connect to your list and update the "Workflow History" column you created.5. Update your list/library workflow to call this component workflow.  Enjoy!!  

Nintex is thrilled to announce the AI Form Translator, part of the Nintex Forms capabilities of Nintex Automation Cloud. This new capability helps forms designers leverage Generative AI to automatically translate forms into multiple languages on the fly.This capability follows on the heels of the recently released AI Form Generator feature, adding real-time translation capability to this automatic form generator.Once forms designers enter plain language text to specify the form they want, the AI Form Generator goes to work to create the form automatically. The new AI Form Translator then translates the form in real time in 10+ languages (111 total languages including RTL are supported), with language determined based on browser settings, presets, or user selection.You can use the AI Form Translator with AI-generated forms, forms generated by the Nintex PDF Converter, or forms created manually in the designer. The choice is yours.Translating forms into the different languages of your us

Sometimes we remember about inline functions and runtime and use them on different parts of the design of our Nintex Forms, but we don't get the expected result by us, and sometimes it's simply because we haven't considered when they are executed. The difference is that Inline functions are run when the form is loaded., although the Runtime Functions will run while you have the form open, changing a control 's value, so filling a text field will cause the Runtime function to evaluate again. This is a simple reminder for me and you.

In this month’s user spotlight blog, we’re talking to Eric Rhodes (bamaeric), a Senior Developer for Fulton County Schools in Atlanta, Georgia.Eric RhodesWhat is your current role, and your career background?I am currently a Senior Developer for Fulton County Schools in Atlanta, Georgia. It’s hard to believe, but I have been in the Information Technology field for 30 years as of October 2023. My first job out of college was COBOL programming. During the course of my career, I have been a support technician, network administrator, webmaster, developer, consultant, and trainer. I have been building applications using the Nintex Process Platform since 2009, when I started using Nintex Workflow 2007. I have been fortunate in my career to work for Nintex customers, partners, and Nintex directly, which has given me a unique perspective and many opportunities to help others with my Nintex experience.Which Nintex Product are you most passionate about and why?I have used Nintex Automation Cloud

Nintex is thrilled to announce the AI Form Generator, part of the Nintex Forms capabilities of Nintex Automation Cloud. This new capability helps forms designers leverage Generative AI to automatically generate forms from plain language written input. Simply type what you want in your form, and the Nintex Forms Designer does the rest! Create user-friendly forms more efficiently and with less manual effort.  Avoid time-consuming efforts to build complex forms structures and logic.  Accelerate your project’s time to value for customer- and employee-facing forms used in automated workflows.  This exciting new capability provides AI-powered suggestions and guidance for form structure, fields, and conditional logic. It supports all form field types including text inputs, dropdowns, checkboxes, etc. Forms designers can create forms in just minutes for any use case, such as: Event Registration Form: Seamlessly craft a comprehensive event registration form with fields for attendee informat

I’m a big fan of applying technology where it makes sense.  There’s massive interest in Chat GPT since it was released and people (myself included) have had a great time asking it questions.  I have also seen some early adopters try to shoehorn it into their products but all they’re doing is putting their product UI over the Generative AI (GAI) engines.  That’s not a very useful application of the technology. Nintex takes a balanced approach to AI.  We need to apply it where it makes sense and we also need to apply it responsibly.  One example where GAI makes a significant difference to building applications on the Nintex platform is the newly released AI forms builder. Prior to the AI forms builder, our options to build forms were to think about the fields that need to be on a form and then use the drag and drop interface to add and configure them.  It’s fast and efficient.  If you have existing forms, you can use our PDF import function.  You save a picture of your existing forms in

New Singapore data center now available for flagship Nintex Automation Cloud offering.Nintex continues to invest in additional data centers around the world to ensure customers have secure, compliant, and performant access to all our cloud-based offerings. In response to continued customer demand for cloud-based workflows in the Asia Pacific region, today Nintex is proud to announce it has activated a new data center in Singapore for the company’s flagship Nintex Automation Cloud product. New customers will now have immediate access to this new data center, powered by Microsoft Azure, in addition to existing data centers in Australia, Canada, Ireland, the UK, and the U.S.Customers in Singapore or neighboring countries can now adopt Nintex’s market-leading automation capabilities with complete confidence that data privacy, sovereignty, and regional residency concerns and requirements are met, along with high availability and resiliency.A Singaporean data center makes it even easier for

Get product strategy and roadmap insights, learn what's new, and see in-depth demos.Nintex customers and partners, I’m thrilled to announce our on-demand Process Platform update webinar!Nintex has embarked on a new path forward to help organizations quickly and easily define, manage and automate business processes with AI-based, low-code/no-code tools.In this webinar, you’ll get a behind-the-scenes look at our product vision and plans to deliver the most complete, connected and convenient process platform in the industry.Watch this webinar and:Get executive insight into Nintex’s new ‘complete, connected, convenient’ product vision and strategy. Learn more about recently released product capabilities including process modelling; customized, AI-powered digital forms; and further simplified installation, upgrades, authentication, configuration, and usage. See in-depth product demonstrations of exciting capabilities coming soon, including BPMN process modelling and Gen-AI forms generation.