News and Guidelines

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

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

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.

Hi,I am a student studying the NINTEX WORKFLOW course and I would be happy to hear about a recommended learning order.Thank You

Automation just got smarter! Upgrade to RPA version 25.11 and unlock powerful new features and enhancements that save you time, so you can focus on mission-critical work. New RPA features: 🚀System Manager 2.0🚀Admin Tool user search🚀Console Plus multitask deletion🚀Update recorded steps in StudioExplore everything you need in our help documentation and release notes – your complete guide to getting the most out of your RPA 25

If you’ve seen any of my articles before, you may have seen that I speak about the Connected Data feature where you can use Excel to push data into your Word/Powerpoint/PDF template. The possibility is endless when it comes to Connected Data so it may be difficult to figure out what you can do with it.One use case that I encountered was removing the country code from the phone number if the country code is filled out. If it is not, then we want the use the phone number as is. One option that admins could do is to create a Salesforce field to determine this but I have encountered many that do not want to create a new field either because of having too many already to maintain or not wanting to create a field with the only use of it is to be used for DocGen.In my specific example, I will have a field where the user may or may not

Hi. I am searching for conferences coming up between Oct 2026-Oct 2027. I didn’t see any released to the events tab yet. Can you please let me know if there are spoilers you wouldn’t mind giving me a heads up on? My employer needs to plan in advance for funding, approvals, etc. Thanks. 

New How-to video: Apply conditional logic to Word tables in DocGen for Salesforce Tired of blank tables showing up in your generated documents? With Nintex DocGen for Salesforce, you can make your templates even smarter by applying conditional Word formulas to control when a table appears—based on your data.In this video, we’ll show you how to use Word’s built-in IF field formulas with Nintex field tags to show one table when another is blank. No extra templates. No unnecessary clutter. Just clean, data-driven output.🧩 Ready to bring smarter logic to your documents? Let’s get started.

 The wait is over! The Customer Enablement team is excited to announce the launch of the Nintex Apps Certified Builder Exam! This exam is open to both Nintex Apps and Nintex Apps for Salesforce builders. Sign up today for your chance to prove your skills and earn recognition as an exemplary Nintex Apps builder! Nintex Apps Certified Builder exam