News and Guidelines

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 th

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".

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 ou

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

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

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 he

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. 

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 th

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.

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

Welcome to the Nintex Community! To get you up and running, We've compiled some handy tips and tricks below. Nintex Community is here to help you connect with other Nintex users, provide you with a forum to ask your questions, create discussions and help other users. Be sure to check out our extensive Knowledge Base to check if any of the technical articles can assist you. To register, please click Sign Up and enter your email address, a username, your name and surname. Please note we no longer accept GMAIL, HOTMAIL or YAHOO email accounts. For help registering, please read this article. The first thing to do after registering, is to update your profile. Have a look at your

Here are some quick tips to help you configure your Nintex Community profile page.nFrom your profile page, you can find:Your personal details A summary of your contributions Your community reputation The badges you have earned Your latest posts Your Activity, Followers and the users you Fo

You can create a question or start a conversation in any Community forum.To begin, click on Ask a question in the top-right corner. When the form opens, you will have the option of asking a question or starting a conversation.What kind of topic are you creating?

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Did you search?Before starting a new topic, use search to check if a similar question has not already been asked. As you start typing your query into the search box, similar topics will appear. To view any of these articles, simply click on the title. You can view all the results or select to ask a new question.  I found a similar topic, but the solution did not fix my problemIf you found a topic similar to the question you have, but the best answer did not solve your problem, create a new topic by Asking a new question t

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To accommodate rapid Nintex customer growth, we are scaling out our data centers around the world to ensure maximum performance. Earlier this year, we launched new data centers in Germany and Australia, and are now expanding to add additional North American data centers in the U.S. This expansion gives Nintex more options to load balance within regions or across regions to accommodate always-changing customer demand. 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 the month of December 2022. If you are a customer intending to use Nintex DocGen’s FTP or SMTP delivery options in the future, check out this firewall IP allow list to ensure proper functionality of this capability. The Nintex team looks forward to delivering continued stro

Nintex Mobile 4.3 was released to platform stores a couple of days ago, and of about 5 minutes ago was live in the Android Play store and Windows store, so Apple store shouldn't to far behind.So what does the 4.3 release have for us ?Added support to keep a history of your sent forms and task through the new Sent area. You can easily customize the how long your sent items are retained via settings. Added support to quickly and easily re-send a form. Simply open the form from the new Sent area, tap the copy button, make any required changes then submit the form. Added support to display colored tags to your forms and tasks to easily identify the account they belong to. General improvements and bug fixes. In this post I'm going to focus on the first 2 dot points. The "Sent" box concept is nothing new, most email clients have been doing it for years, so by popular demand we have brought it to Nintex Mobi

The Nintex Community will be moving to a new platform on 8 December. Please review the information below and leave a comment if you have any questions.Will my information be migrated?All your posts, comments, and profile information will be migrated to the new platform and the content will be available through search or by browsing through the new menu structure.Private messages will not be migrated, so please save anything you would like to keep, asap.You will be able to access the Community on the same URL and will automatically be logged in by Single Sign-On. What will it look like?In the new Community we will be using the new Nintex product names. But don’t worry, we have created an extensive sitemap with explanations and referral pages to the content you need

If you are about to switch to daylight saving time (DST), we recommend that you perform these four simple actions to ensure that the Nintex Console initiates time-based triggers appropriately. If you have time-based triggers, follow these steps:Before switching to DST, disable time-based triggers. After switching to DST, restart the environment on which the robot is set to run. When the restart process is complete, check that the time is set correctly. Save and activate the trigger.  Thank you,Your Nintex Product Team

We are moving to a more streamlined site that will make it easier for you to ask questions, get answers, and share your Nintex knowledge. All your posts, comments, and profile information will be migrated to the new platform and the content will be available through search or by browsing through the new menu structure.  Private messages will not be migrated, so please save anything you would like to keep.  You will be able to access the Community on the same URL and will automatically be logged in by Single Sign-On. Keep an eye on the Community blogs, I will share a sneak preview of the new structure and additional information on the 14th of November! If you have any questions or concerns, please contact us at nintex.community@nintex.c

The following Nintex How-To Center articles were published the week of 28OCT22: Nintex Automation Cloud Action Set Action End This Workflow Workflow Designer Overview Nintex for Office 365 For Each Action  Each Friday, a summary of newly

The final conversion of legacy variations is approaching. On December 1st, 2022, we will start converting all remaining legacy variations to shared activity variations. Prior to this date, you will still be able to convert your variations manually. See our previous post about shared activity variations here.There are several great improvements with the new shared activity functionality, however there are a few changes that you need to be aware of. What happens when a variation is converted? The Standard process will become a 'normal' variation - this means that normal users will be able to view it like any other published process. The version will increase by 0.1. For example, a process with version 5.0 will be 5.1 after conversion

Hi, Everyone,As you know, we recently released our latest versions of RPA Central and Bot. The biggest update includes using OAuth when creating email connections to Gmail and Microsoft Exchange. As you may be aware, both Google and Microsoft have either turned off all Basic auth or are going to by the end of the year.Email connections that use Basic auth today will stop functioning soon. Google allows you to use an App password and I believe Microsoft does in some cases as well, but they both want everyone to use OAuth as it is more secure.This also means that older versions of Bot, basically any version before 17.10.x, will not be updated to allow OAuth for these email connections. If you need this level of functionality, you’ll have to upgrade to the latest version of Bot that requires RPA Central as well. Please reach out to your Nintex Salesperson for details on how to do this.Thanks,Mike