News and Guidelines

Nintex eSign customers can now benefit from our new bulk send feature. Increase your team’s efficiency by sending your envelopes for esignature to multiple recipients at once with ease, rather than one by one.This time saving feature helps you bulk-send your envelopes to up to 1,500 recipients at a time—up to five times more than other competing offerings.*With the new bulk send feature, you can eliminate hours of time and effort spent sending these individually and ensure important documents can be signed in a timely manner.How it WorksUsing your simple setup templates, upload your list of signers to a CSV file to specify the recipients for signature. Users can preview their signer list, schedule release, search bulk send instances and track the status of each document. In minutes, all bulk send envelopes are sent for signature, and signers will receive notifications when a document has been signed.This feature is for our Nintex eSign customers only, and is not yet available in our Do

Nintex Promapp® process variation shared activities are here.  An improved way to manage process variations is now available. This new shared activity model for managing process variations means you'll have increased visibility over how changes are propagated, in addition to some other great improvements: Conduct side-by-side comparisons between variations. Drag and drop activities from one variation to another. Better highlighting for shared content. Accept/Reject model for changes coming from other variations. Use parallel activity functionality. Why have we made these changes? Client feedback suggested that with the current variation capability they lacked visibility when making changes to standard processes and clarity in understanding the flow-on impacts to other linked processes.    Other enhancements requested were: Making standard processes visible to everyone.  Increasing editor visibility so they can see linked content.  Enabling parallel activity. Enabling archiving for indi

In this blog I am going to go through the recently released data source variables for Salesforce.  For information on the data source variables please check our help article Data Source Variables. Salesforce Data Source Variable’s With a recent update in Nintex Workflow Cloud, we now can pull data from Salesforce Objects into the workflow start form.  For example, in the image below we are loading some data related to the Account and Case Number selected in the form.  Let's take a look at how this was setup, first thing we need to do is setup two data lookups for the Account Name and the Case Number, the Case Number drop down is filtered on the Account selected in the Account Name dropdown. Account Name data source example: We will then filter the Case number data source based on the selection in the account name.  Now let's setup the data source variables for the case data we want to pull back and display in the form.  We are going to need two data sources to populate the data due to

Nintex Community Update Last December, we launched our new Nintex Community. During the design process, we took feedback from customers and created an open Archive section to store older content that would be accessible, but not a distraction, with the ultimate goal of creating a more effective and valuable experience for our customers. Most of that content has been migrated into the Nintex Community Archive. Once completed, we’ll provide regular updates to the Nintex Community. As always we value your feedback. If you have any questions, we are always happy to help! Please reach out to our Community team at nintex.community@nintex.com.    

Original Publish date: Feb 2, 2017PrefaceAs there is some mystery to where Nintex Forms are stored in O365 I have written a short document explaining how to find the elements that are created when you publish a Nintex Form to your list. In the unfortunate event where your Nintex Form has somehow become orphaned you can use this guide to either delete the form from the list manually or recover the form saved at the content type level. What we store when a form is publishedWhen a Nintex Form is published three things are created on your list/site:1) The content type form linkWhen a form is published links are added to the content type at the list level. This is used to launch the form when you attempt to create a new item or edit/view an item of the same content type. These can be found using SharePoint Designer by navigating to the content type on the list:2) The run time formWhen a Nintex Form is called, the NFForm.xml file is used to render the form. This can be found inside the conte

We are thrilled to announce the release of Nintex for SharePoint Subscription Edition, which integrates all the features and capabilities of Nintex Workflow and Nintex Forms into the latest version of SharePoint. Further details and answers to frequently asked questions can be found at the provided link.In addition to this release, we are also announcing the end of life for Nintex for SharePoint 2013, in line with Microsoft's end of support announcement for SharePoint 2013. The Nintex for SharePoint 2013 product will reach its end of life on April 11, 2023. However, Nintex will continue support for the product after this date as per the Nintex Subscription Support Policy, Section III, C, 3:End of Life: Nintex will provide Support for a Product Release or Release containing new features, modifications, or enhancements up to twelve (12) months after the issuance of the end of life notice. After such time, for an additional twelve (12) months, Nintex will provide limited Support to Custom

We want to give recognition to all our Nintex enthusiasts! You will earn badges for making contributions and participating on the community.There are 3 badge categories: Topic, Reply and Solution.  Every time you reach the next level within a category, you will be awarded a badge. You will earn badges by creating valid topics, posting replies and having your replies to questions marked as the best answer. You might also receive a surprise badge along the way!You can view your earned badges by going to your profile page. You can access your profile page by clicking on your avatar in the top-right corner and selecting My profile. (Your avatar always appears at the top of every page on the Community.)To view a complete list of all the badges and their descriptions you can earn, please view the attachment below this article.Your RankAs you progress further on your journey, you will level-up and be awarded a higher rank as well! Your rank progression is as follows: GrandmasterPhenomenonInno

We love hearing from our users. Let us know what content is helpful to you, by marking it as helpful!What is Content helpfulness?You can indicate if you found community content helpful or not, by clicking on one of the emojis below an article or forum topic.  Very satisfied Neutral Not satisfied After you voted for a topic or article, you will see a thank you message and will no longer be asked to vote. Once 5 votes have been submitted, you will be able to view the helpfulness score (= helpful votes/all votes*100) of that piece of content.Where is it shown?By default it will be shown below the opening post on all knowledge articles and topics that have a marked best answer.  

In a perfect world, we will have anything we need in the way we want it, but the world we living in is not perfect, so we will need to go around to get things done. If we have a local OCR system which could take any format of documents for OCR, we can simply get our scanned PDF/tiff document OCR. In my next blog post (i.e. part 3), I am planning to send our document(s) to be OCR using google Vision API. Google Vision API only takes/supports PDF file that is stored in the cloud drive. When come to store important documents in the cloud, it concerns the banking and finance institutions users. Before we get into Google Vision API, let us examine the built-in Simple OCR of Foxtrot. I am demonstrating the two ways I know on how to use the Simple OCR action: Creating OCR Action with Selector (e.g. OCR an openned PDF file)1. Open the PDF that we wanted to OCR.Before we could use the Selector to create an OCR action, we need to have our PDF file opened. To do that, the first step is to record

Products: Nintex Workflow 2013, Nintex Workflow 2010 We often encounter a situation where the performance of a SharePoint farms workflow infrastructure could be drastically improved if fragmentation on Nintex Workflow databases were minimal. This script will provide a way to review the fragmentation of all table indexes inside of the Nintex Workflow ConfigurationStandalone Content database. Run the below (attached as well as a *.txt file for your convenience) PowerShell script (PowerShell ISE works well) from a SharePoint Server:  PowerShell Script Add-PSSnapin Microsoft.SharePoint.PowerShell   [void][System.Reflection.Assembly]::LoadWithPartialName("Microsoft.SharePoint") [void][System.Reflection.Assembly]::LoadWithPartialName("Nintex.Workflow") [void][System.Reflection.Assembly]::LoadWithPartialName("Nintex.Workflow.Administration")   $cmd = New-Object -TypeName System.Data.SqlClient.SqlCommand   $cmd.CommandType = [System.Data.CommandType]::Text   $

I'm re-surfacing an old blog post I did a few years back over on my personal blog site http://www.sharepointpub.com as it has come up in conversion a bit in the past few weeks.. I'll leave the SP2010 screenshots as the process is the same for 2013.This is a pretty common scenario, and yes in most cases escalation isn’t setup.. By design, SharePoint will not allow anybody other than the task owner or an administrator the rights to approve a task. In Nintex Workflow by selecting the “Allow Delegation” a link will be placed on the task approval page. Allowing the task owner easy access to re-assign the task..Now this is all fine, if it is the task owner, but what if they are away??. There are a couple of ways the admin can approve the tasks.Open the task from the task list and delegate to somebody else Open the workflow History and select the task that is shown and then approve as per aboveOk but what happens if this isn’t the case and you can’t get the admin to approve the task?. Or the

Continuing from my previous post on Latitude and Longitude UDA, the process that I was discussing this week was around a company whose employees would go on business trips and they would stay at a hotel.  What they want, was to automate a process that at a particular time of the day, a notification would be sent out to their employee with information on how much it would cost them to get an Uber ride from the hotel they are at and also the duration of the ride to the airport they need to go to.  Requirements In order to get that information from Uber, you will need to have an Uber account.  You will also need get an Uber Server Token, which is what will be used to send the requests to Uber. To get the API Server Token, go to the Uber API page, and register an app.  This will give your server token that you will use. How does it work? Firstly, there is the URL we will need to build, and we can do that with a Build String action. https://api.uber.com/v1/estimates/price?start_la

We are excited to announce the latest release of Nintex eSign that makes esigning a document faster, easier, and more intuitive than ever before.Watch the video of the new signing experienceUpdates to the signing ceremony kickoff include:First-page preview of the document to sign First-page view of number of fields to complete for the document to sign Default agreement to terms and conditions when initiating the signing processWe’ve also made updates to the signing process itself, including:The Left-Right orientation in a desktop browser is now Top-Bottom, the same experience as signing on a mobile device, making the document being signed even easier to read Improved progress experience as you step through the document fields Cleaner interface with removal of upper progress bar and moving of process actions – Ask a Question, Delegate, and Decline – to the bottom of the page Greater font size throughout, improving accessibilityCapabilities and Customizations Stay IntactThese updates to

The Nintex Community will be undergoing essential maintenance on 22 -23 February.Notification emails will not be sent from the Community during this time. You will still be able to ask questions but new registrations won’t be possible.This downtime is required for essential maintenance and content updates to our Community.  When: 22 February 08:00 Tuesday, Eastern Time (ET).How long: The process will start at 08:00 Eastern Time (ET) and continue for a maximum of 48 hours. If you have any questions or concerns – please email Nintex.community@nintex.com.

Nintex is retiring the Assign a task action, which will no longer be available for new workflows as of 31st December 2022. Instead, use the Assign a task to multiple users task action to take advantage of many new capabilities around assigning tasks.    Details:Although the Assign a task action will not be available for use in new workflows, it will still be available in the following scenarios:Existing workflows that use the Assign a task action will continue to run. If you have an existing workflow using the Assign a task action, you will still be able to update the configuration and publish your workflows. Support cases for the fundamental functionality of Assign a task will still be addressed. Non-critical support cases can be more quickly resolved by moving to the Assign a task to multiple users action. We recommend replacing the Assign a task action in your existing workflows with the Assign a task to multiple users action to take advantage of the following benefits: New and impr

Recently, I was approached with an interesting use case. The ask was to create a unique password, have that sent to a customer, and then provide that customer with a task form that would only enable them to access the data on the form if they have the proper password. For this use case, the data on the task form would be the URL to a Nintex Sign agreement that the customer would then be able to fill out. Luckily enough, we have a really simple solution.  First things first, we needed to create a unique password. This can be anything you want it to be. It can be a combination of the customer's first name, last name, or company name. We can also throw in some random letters and numbers as well. What I ended up doing, was combining the user's last name, and took apart the current time, and added the numbers before and after their last name. For example, if the time was 11:30, and I was the customer, it would look like: "11chu30". I used a combination of the Apply a regular expression acti

If your question has been correctly answered by another user, mark the correct reply as the solution. You can do this by clicking on Best answer.If you resolved the issue yourself, add the solution as a reply to your topic, and mark it as the answer.The answer will be shown at the top directly below the question:It will also be marked with an Answer label on the original reply:This shows that this question has a valid answer. It might help somebody else with a similar issue!

Happy New Year from the Nintex team! Over the last few months, we’ve had the opportunity to meet many of our customers and partners to get feedback on our products and how we can best support you with your automation needs. During our conversations, we received consistent feedback about our K2 products and your desire to hear more about future investment plans for both K2 Five and K2 Cloud.We want to take this opportunity to affirm our commitment to our K2 customers and to share the following updates regarding our K2 products with you:K2 Five remains a core product in the Nintex portfolio, offering best-in-class automation and app development capabilities for customers in hybrid, private cloud, and on-premises environments. New features and capabilities will be added on an annual release cadence. We previously updated our support policy for K2 Cloud to indicate support through 2027. Based on customer feedback we have now updated that policy to remove the 2027 date. K2 Cloud will contin

To accommodate rapid Nintex customer growth, we are scaling out our data centers around the world to ensure maximum performance.The small number of customers who will need to take action as part of this data center expansion will be notified separately and individually during December/January.If you are a customer intending to use Nintex DocGen’s FTP or SMTP delivery options in the future, or have Salesforce IP Restrictions configured in your Salesforce Orgs, check out the new DocGen IP Allow List to update your IP allow lists in your network and Salesforce settings.NOTE: This is an updated IPs list since December 2022.For future maintenance updates, consider subscribing to https://nintex.status.io/. The Nintex team looks forward to delivering continued strong cloud performance, whatever your document automation need!

Today I am going to illustrate practically how to capture LAZY approval comments from inside mail body in NINTEX on-premise. There could be different ways but the way I have implemented in recent project seems to be very easy and useful. Actually from any task component inside in the workflow if you enable LAZY approval recipient will get an email in his mail box.(Configuring lazy approval : Click here)User can then simple reply back to the mail putting his opinion (Like Approved, Reject, Rework etc) in the first line and additionally can put comments in the next line to move the workflow further. Its something looks like as follows:  Here Approved is the action word and the comment is ‘Everything looks good. Approving for the next step.’ (Highlighted in yellow colour)We want to extract this comment i.e. ‘Everything looks good. Approving for the next step.’ from the mail body and log it.Assuming user always will put additional comments from the second line (in first line it's assumed t

Nintex is thrilled to announce the latest major updates to the Nintex Process Platform. With these updates, Nintex continues to unify its Process Platform, while existing customers can now modernize their workflows up to 4x faster than starting from scratch.The Nintex Process Platform transforms the way people work through process intelligence and automation. The next-generation cloud platform provides easy-to-use tools for visually discovering, quickly automating, and continuously optimizing business processes and workflows. The platform consists of intelligent forms, advanced workflow, digital document generation, eSignatures, robotic process automation, process discovery technology, and powerful process management.The most recent updates to the platform include enhancements that integrate multiple automation components and provide migration utilities that help existing customers move from SharePoint on-premise to Nintex Automation Cloud faster than ever before.Enhancements include:W

In this blog I am going to go through the recently released manual delegation feature for Nintex Workflow Cloud.  Please also refer to our how to guide Nintex-Workflow-Cloud-Task-Manual-Delegation-feature  Manual DelegationWith a recent update in Nintex Workflow Cloud, we now have the ability for a user that is assigned a task to delegate that task to another user/s.  This only works for authenticated forms and it uses the assign a task to multiple users action.   In the form settings make sure to have Nintex Mobile and My Nintex checked as the delegation will happen in My Nintex.  Then in the task settings, assign the task to the user/s that you would like to send the initial task and configure the task as you would normally.  Now let's verify that the delegation option is selected in the my Nintex settings for the workflow, by default it is selected.  If you do not wish to have delegation available in a particular workflow you will need to go to the my Nintex settings for that workfl

A customer recently reached out wondering how we could get the manager and manager email from Okta so that it could be used to assign tasks in a Nintex Automation Cloud workflow. We do have a few Okta actions out of the box, but none of them would allow us to retrieve the data we needed.In order to be able to pull back the user profile data a custom Xtension would have to be created to call the Okta users API.  The new Xtension along with instructions for it's setup and configuration can be found at the following link:  Nintex Gallery - Okta User Profile SearchOnce you have the Xtension installed and connected it will show up in the left-hand navigation along the other connectors. Now that we have the connector installed, we can use it in the workflow to first pull back the user's manager and then the manager email.If the person filling out the start form is the person you want to get the manager information for, you can use the email from the Start event > Workflow initiator variab

Nintex DocGen for Salesforce Product Updates We have made some great progress over the last six months with the Nintex DocGen for Salesforce (formerly known as Nintex Drawloop DocGen) offering on two key initiatives: migrating our Salesforce Classic functionality over to the Salesforce Lightning experience and enhancing our new Nintex eSign (formerly known as Nintex AssureSign) integration.   DocGen Functionality now available in Salesforce Lightning We have updated our Lightning Experience DocGen Package Designer (LEDD) to include the follow features previously only available in Classic.Field Tagger (released 18.4: 2 June 2022) An improved field tagger that allows you to access all the data in your environment in the form of dynamic field tags which you can use in your document. PDF Stamps Add important information to your PDF document with the PDF stamps function. Insert and format text or images to share details such as the approval and confidentiality status. Create and Edit (rel

We are delighted to welcome you to the brand-new Nintex Community. The Community is here for you to discuss, collaborate, ask questions, and stay up to date with everything Nintex!  Before you start, familiarize yourself with the Community Guidelines. You will find guides to help you manage your profile page, settings, and subscriptions:Your profile page and settings  How to subscribe to your favorite category, topics and users  How to create a great forum post  How to ask a question or start a conversation. Simplified NavigationYou can access all areas from the top navigation bar. To familiarize yourself with the new layout, view our Community Sitemap. As some product names have changed, we’ve included the previous name in the sitemap.Search is the most efficient way for you to find articles or relevant content. As before, Search will provide you with suggestions related to your topic.   How do I ask a question or start a discussion? On the top-right corner of every Community page, yo