News and Guidelines

Hi, I’m interested to know if anyone - particularly councils - have developed a management plan around the use of Process Capture when capturing customer information on screens? Have you developed a best practice for staff to use or a business rule around the deletion or redaction of information?Thanks

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

I wanted to make a quick post today to highlight a new feature that was released in Nintex Workflow Cloud.  The new feature is called Auto Task Delegation, this will be used for when task assignees are going on PTO, Paternity Leave, Medical Leave, etc where they will be out for a period of time and want to delegate their tasks during that time automatically.The first thing you will need to do is make sure the feature is enabled, to do this go to your tenant settings and select Auto Task Delegation from the left-hand navigation and then make sure the feature is toggled on. There is nothing that needs changed in the Assign a task action in the workflow, it will be setup like a normal task.In order for the task assignees to setup their auto task delegation, they will sign into Nintex Workflow and click on the tasks section

IntroductionWe're excited to announce that as of today, our Nintex Forms for Office 365 customers can now publish and use forms in either the Nintex Forms add-in or the Nintex Automation Cloud SPFx apps. For those who aren't already aware, Microsoft is moving away from add-in apps, and you'll need to transition to SPFx apps. For more details, check out this link. This important feature follows the completion of the final features for our Form Upgrade tooling, which helps customers upgrade to New Responsive forms. This is the next crucial step in this transition. PrerequisitesForm must be upgraded to New Responsive Format

Microsoft has drawn a line in the sand. With the deprecation of the SharePoint 2013 Workflow Engine and end-of-support dates landing between April and July 2026, organizations running Nintex for SharePoint need to act. The question isn't whether to move, but how quickly you can get started.If your organization needs to stay on-premises, the path forward with Nintex is clear:Nintex Automation K2. This Isn't New News 

As part of a planned transition, Dor Haim will be stepping out of his role as SVP of Customer Experience at Nintex on March 31. We thank Dor for his leadership and for the meaningful contributions he made in strengthening our global customer organization and advancing our commitment to delivering exceptional customer experiences. We have aligned our customer-facing and partner functions under Chief Revenue Officer Tad Finer — bringing Sales, Customer Success, Professional Services, and Partners together as one Revenue Organization structured to simplify engagement, strengthen coordination, and accelerate outcomes. A more connected experience From initial engagement to onboarding, adoption, and expansion, your Nintex teams operate as one go-to-market organization, reducing silos and delivering a consistent experience. Stronger lifecycle ownership With sales and customer success aligned, we are reinforcing accountabili

Below, you can find a quick reference showing the new and previous product names. Previous Product Name New Product Name - Full New Product Name - Short Nintex Workflow Cloud Nintex Workflow Nintex Workflow K2 Five Nintex Automation K2 Nintex Automation K2 Kryon Process Discovery Nintex Process Discovery Process Discovery Nintex Promapp Nintex Process Manager Process Manager Nintex AssureSign

Hi,I am trying to find an old invoice, can you please let me know where I should be able to find it in your platform?Thanks,Stephan Avila

Nintex Automation K2 (5.9) is now available to download on Nintex Customer Central (filter for "Nintex Automation" in the products drop-down menu) or on Nintex Partner Central (under the Products > Product Downloads menu). This release introduces customization capabilities, accessibility improvements, and platform optimizations, including:Custom Control Framework. Build and manage custom form controls directly within K2. Create purpose-built interface components that match your specific UI requirements, manage them centrally, and deploy consistently across your applications. Accessibility improvements. Runtime SmartForms now include enhanced support for assistive technologies, helping ensure your workflow applications are accessible to all users. Enhanced error codes in the REST broker. Integration troubleshooting gets easier with descriptive error responses that help you identify and resolve issues

A new how-to article has been released that covers the process for highlighting a text box in red when a button is clicked and the field is empty in a K2 View. The article outlines the full configuration, starting with the initial setup of the view and continuing through the creation of an IsBlank expression, transferring the expression result through a rule, and applying conditional formatting based on the evaluated outcome.This approach enables validation to occur only after a user action, preventing unwanted highlighting on initial load and providing a cleaner and more purposeful interaction flow. The article is available here:Highlighting an Empty Text Box in a K2 View Using Expressions and Conditional Formatting | Community Ha

Get ready! Changes to Microsoft Exchange online affects DocGen packages Published: January 15, 2026 Do you use Microsoft Exchange online with our SMTP (email) delivery option in your DocGen packages? Beginning March 1, 2026, Microsoft has announced that it will start rejecting calls to exchange online in this way. This means these emails will no longer be sent. The Nintex team is here to help.  Actions requiredThe following should be done by a Salesforce administrator/ DocGen package designer in your organization:Identify DocGen packages using the SMTP (email) delivery option. Choose a different email delivery approach: Option A: Change the SMTP se

Starting in Nintex Automation K2 version 5.8.1, newly created forms will now default to the Dynamic theme. This change helps ensure a more modern, consistent styling experience right from the start—no extra configuration required. What’s changing?In previous versions, new forms defaulted to the legacy theme unless manually changed. With this update, the “Use Legacy Theme” setting is now unchecked by default. New forms will automatically use the Dynamic theme, aligning with a modern design standard and streamlined styling.This change only affects newly created forms. All existing forms, previously upgraded collateral, and SharePoint-generated forms will retain their original theme settings. Why this mattersThe Dynamic theme offers a more contemporary design and consistent color styling. With its default style profile, forms automatically apply a unified set of colors, such as main accents, page backgrounds, and content areas, e

Hi “I’m looking for 1‑to‑1 K2 SmartForms/Workflow ,  customer developer training. could u help on that. Regards 

Do you want to show master-detail information in a form and have it render automatically each time you change the master?  Repeating sections are your friend for this. The secret sauce is to set the default value of the repeating section to the data containing the detail line. “Default value?” I hear you ask.  “Surely that is only set when the form loads?” Well yes – every other control operates this way but we’ve tweaked repeating sections to re-render if the default value field changes.  This way you could use it to set up a repeating section with default values when the form loads but you can also re-render the repeating section if you change the default value. Read on for some examples of how to get this going. Example 1 – using a collection as a data sourceThe first example we’re going to use is by using a collection variable.  One thing you need to be aware of is if the collection variable

Certificates, Re: Automation Specialist for Nintex Automation Cloud - Level I and 11Has anyone got any practice exams for these or any previous attempts documented so I can conduct some self assessments before actually taking the examinations?Would be nice to see, just like actual exam courses, some practice exams (full length - like those from university courses) and or the last couple iterations over the years. If anyone could assist me here, that would be great. I did reach out to my local Senior Customer Success Manager, however he advised he was not able to locate any such thing.