News and Guidelines

Hello, Today I am going to explain how you can add a simple state machine design to allow a workflow to resume where it left off after a failure or perhaps a re-open request, this can be used with both the restart instance capability with the instance manager and manually restarting the workflow via an external source. The only requirement for this to work is to have a place to store the workflow data, in my example I am using SharePoint but you can just as easily use Salesforce or even SQL. The start event:It is not important what the start event is as you want to build the workflow to be re-usable by design. if you do however want to restart the workflow from a target system then you will only be able to use a start event that can begin based on a connector and configure to start when an item is new/update. Otherwise you will be restricted to only being able to resume the instance using the instance manager. If you want to add this same capability to a workflow started via a Nintex f

This technical bulletin is to notify you of upcoming end of support dates that may impact your K2 environment. These deprecations all occur in 2026, so you will need to make an upgrade plan for your K2 environment to remain supported and functioning with these technologies.Exchange Online EWS SupportIf you use Exchange Online with K2, EWS is reaching its deprecation date on October 1, 2026. Support for the Microsoft Graph API with Exchange Online has been released in K2 since K2 (5.8.1). If you do not upgrade to a supported version prior to the deprecation date and use Exchange Online, your emails may not send properly. For more information, see the product documentation for a migration guide..NET 8 Core End of SupportOn November 10, 2026, .NET 8 Core reaches end of support. K2 uses .NET Core in several services, including the configuration service, OAuth and Claims services, and the JavaScript Service Provider (JSSP). Fix packs will be released for all supported K2 versions to update

Hi,I am unable to log in to the customer portal.I have attached a screenshot of the issue for your reference.Any assistance in resolving this issue would be greatly appreciated.Thank you in advance.Best Regards,Thriveni

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 is part of an object then it must be at the root level of the object.  If it isn’t then you

Hi, I have completed the Nintex Automation for Business Analysts course and quiz, and all requirements are done, but I am unable to click “Continue” to finish the course. How can I fix this? 

 Welcome to the June edition of Community ConnectJune has arrived, bringing renewed momentum, inspiration, and opportunity.We always value your feedback. If there’s something you’d love to see from us in the coming weeks, just reply to this email and share your ideas!  New Customer Content Claude and I Vibe Coded AI Directly to Nintex Automation K2 Using MCP. Here's What We Built. K2 Intelligence - On-premises AI embedded in K2 Nintex Agent Designer & Orchestration office hours Tables: Row History Early Feedback Opportunity - Workflow Graphical View    When AI Meets Compliance eBookThis guide explores how organisations can bring AI into automation safely, strategically and at scale – without compromising control. Inside the guide, you’ll discover how to:Balance AI innovation with governance and compliance Keep control of where sensitive data is processed Avoid AI vendor lock-in and maintain model flexibility Build predictable, scalable automation strategies Create a stronge

Till now, AI has been mostly sitting adjacent to the Process Automation platform, not embedded into it. But with the release of Nintex Automation K2 5.9.1, that changes rather significantly.The standout feature in the 5.9.1 release is K2 Intelligence, Nintex’s move toward embedding AI directly into the workflow and forms layer of the K2 platform itself. Importantly, this is not being positioned as a generic “AI assistant” bolted onto the side of the product. Instead, this is a more pragmatic approach: operational AI embedded directly into process execution.K2 Intelligence ArchitectureK2 Intelligence enables AI-powered tasks to be executed directly from workflows, forms, and views within the K2 environment and may be one of the more important architectural shifts K2 has made in years.The key differentiator is not simply that AI exists inside K2. Plenty of platforms now claim “AI-powered automation.” The real differentiator is where the AI executes.Nintex is clearly leaning heavily into

Nintex Automation K2 (5.9.1) is now available to download on Nintex Customer Central (filter on “K2” in the platform dropdown under Product Releases) or on Nintex Partner Central (under the Products > Product Downloads menu). This release introduces several amazing new features, including:Built-in, locally hosted AI: Organizations can embed AI directly into forms and workflows using out-of-the-box actions such as sentiment analysis and severity scoring. AI-driven decisions, including routing, prioritization, and issue detection, run entirely within the customer environment, with no external dependencies required to operate the platform.  Simplified identity federation: Easier onboarding for OIDC-compatible identity providers, combined with a guided setup experience and built-in synchronization, reduces the complexity of managing users across systems and keeps identity data current without manual intervention.  Enhanced accessibility and usability: WCAG runtime improvements for forms

when trying to log into the customer portal for support I get the following error. nintexOops!, something went wrongTRACKING ID: ccdd75aebc5c33a0d925

Microsoft has retired the SharePoint Add‑In app model on April 2, 2026. After this global rollout, customers will lose access to the Nintex Workflow and Nintex Forms Add‑In apps. What to Expect During the Rollout:Clicking the Nintex Workflow or Nintex Forms Add‑In will show a generic Microsoft message indicating the service is no longer available.  This behaviour is expected and not specific to Nintex.  Customers Who No Longer Have Access:To migrate from a classic/responsive form to SPFx following the deprecation of the Add-In app, first retrieve the XML form definition from the NintexFormXML hidden library and import it into the SPFx designer. The form will automatically be converted to the new format during import. Once completed, publish the form to finalize the migration. Please refer to the steps below: Steps (Manual)  Navigate to https://[tenantname].sharepoint.com/sites/[sitename]/NintexFormXML.  Locate the file whose name ends with the list ID you want to migrate, and download

I am excited to highlight an exciting new feature in RPA LE, the Credentials Vault.  Previously when you had a botflow that needed to login to a system or website you needed to create the credentials directly in the botflow itself.  The disadvantage to this was that if you had another botflow that needed to use those same credentials you would have to recreate them in that botflow and if you needed to update the password or username that was used to login to that system you would need to do that in all the botflows using that credential. With the new credentials vault you have a centralized location to store all the credentials that you will need to use in the various botflows you have. Let’s take a look at how this works, first make sure that you have updated to the latest version of RPA Central and Nintex Bot 3.2.0 and 17.19 respectively.  Once you have upgraded you will now see a menu item for the credentials vault in RPA Central. Click to open the credentials vault, and from here y

The next evolution of Nintex Customer Central is here. Nintex Customer Central (NCC) 2.0 has officially launched, now built on Nintex Apps to deliver a faster, smarter, and more connected customer experience.Designed to make managing your Nintex solutions easier than ever, NCC 2.0 brings everything you need into one powerful, centralized hub.New to NCC or looking for a refresher? NCC is your go-to destination for visibility, control, and self-service across your Nintex environment.With NCC 2.0, you can:Create and track support cases quickly from a single, streamlined dashboard Monitor entitlement usage across subscriptions and licenses with greater clarity Stay informed with easy access to current and past Nintex product releases Manage company profiles, contacts, and partner information in one placeGet started by reviewing this FAQ and video to see how NCC 2.0 can work for you, and by logging in here.Questions? Our support team is ready to help at support@nintex.com.Log in today and e

With Nintex Workflows for O365 deprecating from 2 Apr 2026, the workflow extraction script provides you with an opportunity to mass export your workflow definitions prior to the deprecation and have them archived. Pre-Requisites Download the O365 migration script.  Ensure your machine is running PowerShell version 5.x.   Version 7.x is supported, but you must use the following command prior to running:  Import-Module Microsoft.Online.SharePoint.PowerShell -UseWindowsPowerShell  You are logged in with a SharePoint Online account that has at least Manage Web permissions on sites you wish to export workflows.  Obtain your Nintex API KeyTo get your Nintex API key which is required in the workflow export, complete and submit this request form. Here are the fields required to be completed. Licensed Organization Name – Input your company name  Requestor First and Last Name  Requestor Email Address – Required to receive the API key details  SharePoint Online URL – SPO tenant

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

What’s Changing and How to Prepare Microsoft is retiring the SharePoint Online Add‑In model on April 2, 2026. Because the legacy Nintex Forms for Office 365 app is built on that model, it will stop functioning once Microsoft removes Add‑In support. Every existing Nintex form must be moved to the Nintex SPFx app before that deadline to ensure continuity. This guide outlines what’s changing, how to migrate your forms, and what to do if you’re running out of time.  What This Means for Existing Nintex Forms Once Microsoft disables the Add‑In framework: All forms built in the Nintex Forms for O365 Add‑In will stop working.  Forms must be republished in the Nintex SPFx app to remain functional.  Classic and Old Responsive forms must be upgraded to New responsive.  Where do I get the SPFx App? The SPFx app is titled “Nintex Automation Cloud” in the SharePoint Store.  You can find it there or by appending “/_layouts/15/appStore.aspx/appDetail/WA200004625?entry=NewAppInSiteContents&sorting=

Microsoft is retiring the SharePoint Add‑In app model as part of a global rollout. The official retirement date is April 2, 2026, but tenants will experience the change at different times depending on Microsoft’s deployment schedule.When your tenant is affected, clicking the Nintex Workflow or Nintex Forms Add‑In will show a generic Microsoft message indicating that the service is no longer available. This is expected behavior and is not specific to Nintex. What this means for you Nintex Workflow for Office 365 Add‑InWorkflows created in the Nintex Workflow Add‑In will stop running once Microsoft disables the Add‑In model in your tenant.Guidance:https://community.nintex.com/news-18/important-reminder-nintex-workflow-for-o365-end-of-support-approaching-72864 Nintex Forms for Office 365 Add‑InForms created using the Nintex Forms Add‑In will no longer open. Any forms you need to continue using in SharePoint Online must be migrated or rebuilt using SPFx.Guidance:https://community.nintex.co

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

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 in My Nintex, and select the Auto Task Delegation Tab. On the Auto Task Delegation Tab click the Add Auto Task Delegation button in the top right-hand corner of the pag

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 Must have a Nintex Automation Cloud Tenant Must have a valid active license Steps to Get StartedInstall the SPFx app from the store. Help Link Open the New App and you should see "Customize SharePoint list forms" as an option. Click on that. If it is your first time opening List Forms in SPFx, you will also need to grant consent for the app, so each user doesn’t need t