News and Guidelines

Note: I found an issue where setting up the inactive filtering on the form in the List Lookup control caused the control to break in Nintex Mobile. I've updated the steps so the filtering is now done on the list instead of on the form. I've been working on a form that contains a dropdown list populated by a lookup list and requires the ability to inactivate items in the lookup list. When an item in the lookup list is inactivated it should no longer be available to select on a new form but still needs to be displayed on previous forms where that value was selected so that historical data is preserved. I looked through the Nintex Community to find a way of doing this but didn't come across anything. Now that I've completed my solution I thought I would share it in case others are looking for ideas on how to accomplish this. In my example I will use the scenario of a mobile device request form. The l

Hello again!I wanted to take some time and go over the Query List action as there has been a rise in questions from the community on how to leverage it. Not only the query, but what to do with the data after we query it. Let's dive right in.  Query List ActionThe action is straightforward enough; query a list for specific results. An example could be all items where [Created] = {varDate} or [ID] = {varLookupID} or even just return all items (I would advise against this if possible). But how do we store the resulting data? What about if we get multiple results? If you know that the query is going to return only one item every time, then a normal variable (based on the data type it will be storing) will suffice. Otherwise, you are going to want to store your results in a

To get the best experience in Nintex Community and participate in forum discussions, you’ll need to create an account and stay logged in. Use the instructions below to create your Nintex Community account:In the top-right corner of the Nintex Community home page, click Login.   Your browser will refresh, taking you to the Nintex Community login and account creation page. Click the Sign Up tab.   Enter the following: Email We do not approve accounts registered with generic or disposable email services (e.g., Gmail, Hotmail, Live, Outlook, iCloud, Yahoo, Mailinator, TempMail, 10MinuteMail, Guerrilla Mail).

In a continued effort to invest in feature parity between our DocGen for Salesforce Classic and Lightning designers, Nintex is pleased to announce that DocuSign eSignature capabilities are now available as a delivery option within the Nintex DocGen for Salesforce Lightning designer experience. This is now available in addition to our legacy DocuSign integration for the Salesforce Classic interface.With DocuSign now available within DocGen for Salesforce Lightning, DocGen customers using the Salesforce Lightning environment can now seamlessly use DocuSign for e-signing of the documents they generate with Nintex, providing an easy, efficient document execution experience for everyone involved in a document-centric transaction.This new integra

By now, you’ve heard that we’re changing the names of several Nintex products, including Nintex Automation (formerly known as K2 Five). The name and colors may change, but the features you know and love are still there, and some new things are now available! Available now to download on Nintex Customer Central (be sure to filter for “Nintex Automation” in the products drop-down menu), the latest version includes some great new features, including:Style Profile: preview form. Select your own form to use as the preview form in the Style Profile Designer, and now you can see the impact of your chosen colors and linked CSS/JS files on your own form, without having to have multiple tabs

 Hello Nintex Community!The Customer Enablement team is proud to announce the official launch of the updated Nintex University! Over the past several months, we've listened to your feedback, noted your needs, and worked hard behind the scenes to bring you an even richer and more engaging learning experience.  🔗 Click here to explore the newly revamped Nintex University 🌟 What's New in Nintex University? 🌟 User-friendly interface: We've made the platform more intuitive and easy to navigate, ensuring you spend less time searching and more time learning! Inter

IntroductionThis is a follow-up to the post where I describe how we configure and complete asynchronous server events. I showed you how one can complete the server event using a REST call, but sometimes a REST call is not needed or possible. In this post I will extend the mechanism to make use of SmartObjects on a SmartForm. Use CaseFor this scenario, I am a technician, repairing customer machines on-site and I may not always have all the replacement parts on hand. When that happens, I can submit an order to the supplier which will deliver the part directly at the installation site. But, as we all know, deliveries are unpredictable and I won’t always be able to determine the actual delivery date and time.To handle the variability, K2 will start a process when I submit the order, generat

We are announcing the end of life for Nintex for SharePoint 2007 and 2010, which will take effect on September 1, 2023. In line with the Nintex Subscription Support Policy, we will offer support for these versions for a period of 24 months beyond this date. This support will consist of troubleshooting issues, identifying workarounds, and resolving critical security concerns. We are aware that most customers have already moved away from these products as they are no longer supported by Microsoft. However, if you haven't made the transition yet, Nintex provides various migration paths to simplify the process as much as possible.  Many Nintex customers are taking this opportunity to modernize and transition to the cloud, utilizing our upgrade tools, services, and support to migrate to Nintex Automation Cloud. For additional information or to begin the process, please refer to our Modernization 

Note: Nintex Workflow Cloud (NWC) is now called Nintex Automation Cloud (NAC) With the latest release of NAC, we now can modify and add custom CSS to any NAC form. Which not only enables granular control with the look and feel, but now you also have the ability to display information in a more graphical way…..like using workflow data in a bar or pie chart.   In the above screenshot, I have added custom CSS to each of the inputs, a background image (a great way to make your forms pop) and I’ve converted some html in a label to a CSS based chart. Lets look at how I put together the bar chart. First thing we need to do, is drag and drop a label control on the form and add some HTML to a label (using the HTML option). Example below: 

It’s easy in Nintex University to locate, copy, and paste course links! Log into Nintex University. Navigate to the Catalog. Select a course. Hover over the selected course until pops out. Click the course image (not Start Now or Enroll). The course loads to its description page. Navigate to your browser’s address bar. Select and copy the course link. Paste the course link as needed. You can copy and paste learning path links similarly. 

Purge items in a large Nintex Workflow History listIMPORTANT: This article applies to Nintex Workflow 2010,2013,2016, and 2019.If you have more than 5,000+ records in your Nintex workflow history list, you may need to review other options to purge these items as the GUI may fail its purge operation.History List Purge—Method 1: Use NWAdmin.exe -o PurgeHistoryListDataNWAdmin.exe is included as a part of your Nintex install. Here is an example using the PurgeHistoryListData:SharePoint 2013 Management ShellNWAdmin.exe –o PurgeHistoryListData -siteUrl http://yoursite.com/ -lastActivityBefore 2014-07-01 00:00 -state SELECT STATE‍‍‍‍‍‍‍‍‍‍‍‍‍‍Specify

In this month’s user spotlight blog, we’re talking to Jake Dennison (Jake), a Senior Solutions Engineer at Nintex. What is your current role, how long have you worked at Nintex, and your career background?I am a Senior Solutions Engineer. I have been at Nintex for over 4 years, but I have used Nintex for nearly 13 years through various partners and customers. I started my career as a Microsoft apprentice learning Windows Server and Operating systems but also early versions of SharePoint 2007. I worked in IT at first as a project support specialist. Still, I quickly moved into consulting on IT Service desk improvements for mostly Banks and Financial organizations focusing on IT, Cyber-crime and Financial crime. I found myself using Nintex for quite a lot of that, and over the years, I built up my Nintex and SharePoint knowledge until finally deciding to join the company I invested so

​Nintex Forms, a part of Nintex Automation Cloud, has long been a go-to solution for enterprises seeking to create and manage electronic forms, streamline workflows, and collect data efficiently. However, until now, the software's functionality was limited to its core features and was not expandable. Enter the Nintex Forms plugin feature, which will revolutionize how users create interactive forms interfaces. So, what are plugins in

Workflows can fail for a variety of reasons, anything from communication issues with external systems, incorrect data, workflow logic, all the way through to unexpected workflow engine failures. However, regardless of the reason for the failure, the most critical factor is that when it happens, someone is notified, and the cause is identified. In Nintex for Office 365, we fully understand that identifying when a workflow terminates or suspends has been extremely challenging due to the lack of any kind of notification or indication that something went wrong. There are numerous factors as to why we’ve not been able to provide this capability; however, let’s not dwell on the past. The Nintex team is extremely excited to announce the introduction of Workflow failure notifications, which, as the name suggests, is the ability to configure workflows to send email notifications when it fails! I’m sure after reading tha

ATTENTION: The go-live for the new system has been pushed to 23AUG23. Good day!We’re thrilled to announce a new training experience coming to Nintex University. We're transitioning to a new learning management system to provide the best training experience for our customers and partners.This transition requires significant data migration, resulting in a week-long blackout beginning on August 14th, 2023. During the blackout week, access to Nintex University will be restricted – no new courses or certifications can be initiated or completed to ensure data integrity during the migration. If you need assistance during the blackout period, please ask questions and get answers through Nintex Community. All complete course and certification records will be migrated to the new system. Incomplete course or certif

Applies to: Nintex Forms for Office 365, Nintex Forms for SharePoint 2010, 2013, and 2016 As a forms designer, you can add a signature control into a form for a signature capture that is delivered to Nintex Mobile app using the Multi Line Text Box control and custom JavaScript. The person filling out the form can write their signature as proof of a transaction when the signature capture is active in the app. Note: The signature control is available for Nintex Mobile only. To add a signature capturePrepare the signature catpure layout as follows: From the Forms Controls toolbox, drag and drop the Multi Line Textbox control onto the layout. Double-click the control. The control settings dialog box appears. For Name, enter Signature. Save your changes. Copy the script in the attached file to the clipboard. F

You’re missing out! Get Salesforce Lightning experience, integrated eSign and workflow, scheduled doc gen, mass send, and much moreAre you running an older version of Nintex DocGen (formerly Drawloop)? If so, you’re missing out on these exciting new features:Salesforce Lightning Experience for DocGen Designer including managing DocGen Package templates Integration with Nintex eSign, Nintex Automation Cloud (formerly Nintex Workflow Cloud) and Salesforce Flow Schedule your document generation Mass/Batch Document Generation available in Lightning Simplified Button creation without Javascript (for mass/scheduled packages) SharePoint Online/Office 365 Support - Ability to view, edit, delete, and add New DocGen Package templates from SharePoint Online/Office 365

In early 2020 Nintex Promapp is introducing Checklists, a new feature to tie the activities of a process together by connecting the people responsible at every step, and providing greater visibility and accountability for the handovers between activities. With checklists, each activity relates to an individual responsible to give full accountability, and they’re notified when their role comes into play. They also have all the process information at their fingertips to ensure easy compliance. As they complete the work required, their signoff is recorded in the checklist for tracking purposes and the records of completed checklists provide a picture of the process execution for ongoing improvement. From any process, users simply select the ‘Checklists’ tab and click the button to create a checklist that follows the process steps. The checklist is automatically named with the process name and time and date of creation but can be customised to suit. The user then assigns e

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 t

We’re excited to announce the release of a new forms designer within the Nintex Process Platform. Now users across Office 365 and Nintex Workflow Cloud can design forms using the same easy-to-use yet powerful and flexible designer to create forms. This is a completely new forms designer – built from the ground up and focused on performance, usability, and flexibility. This will be our new engine going forward for Nintex Workflow Cloud, Office365, and SharePoint. So, what’s new: Clean modern UI  Improved geolocation control that supports Google Maps API on the web Native signature control that works across web and mobile and stores an image of the signature  Barcode scanner is now available in the toolbox for use in Nintex Mobile  Rules improvements Set the property of any control on the form (Including value)  Set the properties of multiple controls in one rule Easily

In order to reduce vulnerabilities and ensure your K2 solutions are secure, we have been working on updating all jQuery libraries used in the K2 platform, both runtime and design time. The jQuery version used in Nintex Automation (formerly known as K2 Five) and Nintex K2 Cloud has been upgraded to jQuery 3.7 and all jQuery libraries updated to reduce vulnerabilities and ensure your solutions are secure. All out of the box usage has been updated to mitigate security vulnerabilities and refactored to remove deprecated components and maximize compatibility with this jQuery version.    To minimize upgrade and backwards compatibility concerns with any custom controls or extensions created by customers or partners, we are releasing this work in stages.  In this first phase, we will release our updates alongside the jQuery migrate plugin. This will allow you to test your solutions and see any warnings in the browser console to help you see where you will need to replace your

Business Owner Role Ever have users in your organization that need to have oversight into a workflow or workflows?  With the addition of the Business Owner role you can assign those users to a workflow/s that they need to be able to monitor, track and have insight into.  This will allow them to see the My Nintex Activity feed, start and task forms submissions and all active and completed tasks for those workflows.  Granting Users the Business Owner Role Here is how we to assign those users to the Business Owner role for the workflow/s they need to have oversight of. From the automate section of Nintex Workflow Cloud find the workflow you want to add the user to, click on the ellipses to the right of the workflow and select permissions.  

We're well aware that many of you have been looking for workflow restart / resubmit functionality in NWC...and I'm pleased to introduce you to the new workflow resubmit feature that has just gone live! There are two primary use cases for this function: Restarting a workflow that has previously failed - perhaps there was an issue with a connection or the logic in a version of the workflow Restarting the workflow for an item that previously completed normally.In this post we'll take a look at how different roles will be able to access this function, and what they'll see once it has been used. Let's first consider the experience that a workflow designer might have - the scenario might be that we had a problem with actions using a connection in the workflow and many workflows have Failed status as a result. While users can resubmit their own workflows, we're going to do it on their behalf. 

Nintex eSign version 7.11 is now available, providing customers with these exciting enhancements, updates and resolved issues:Bulk Send EnhancementsNow includes error message for duplicate headers in CSV files. Added export function for failed envelopes.Usability UpdatesNow includes improved default signature and initials instructions. Added download document option to Action menu.Resolved Issues and Other UpdatesFixed white spacing on iPhone 14. Restored Settings tab visibility. Resolved duplicate signing instructions issue. SMS Compliance: Updated SMS copy for compliance, including Terms and Conditions and Privacy Policy and resolved responsiveness issue with HELP and STOP SMS replies.For more details about this release,

We are pleased to announce the latest release of our RPA LE product, featuring enhanced browser actions in IE mode for seamless compatibility with Edge for Nintex Bot, ensuring reliable task automations involving the Edge browser. This release includes updates to RPA Central 2.13.0, RPA Bot 17.13.0, and RPA Chrome Extension 3.1.0.0. Key release highlights:  Improved detection and handling for IE legacy web apps in Edge.  New Chrome Extension version for newly created actions, maintaining compatibility with existing actions.  Target rule enhancements for reliable action execution across instances of target elements.  Various fixes including support for Bridged Tables in Chrome, diagnostic tool improvements, and email action compatibility enhancements.  For more details on these enhancements, please refer to the