News and Guidelines

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?

A subscription allows you to receive notifications and/or emails whenever a new topic is created in a forum, when a new knowledge article is published, or when somebody posts a reply to a specific topic. You can also follow your favorite contributors.Subscribe at Category LevelTo subscribe to a forum category (such as Community guidelines, or Automation On-Prem Cumulative Updates and Fix Packs), browse to that category and click on the Subscribe button.To unsubscribe, go to the category and select Unsubscribe. Subscribe t

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

Community Overview Forum RPA Process Discovery Process Manager Nintex Workflow DocGen for Salesforce Nintex DocGen

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

Unfortunately, currently, there is no Nintex out of the box way to make the Form download locally on MS Edge besides using the following hack, that one of our users brought to us. Create a label on your form and add the following link as a hyperlink:: https://company.sharepoint.com/siteName/_layouts/download.aspx?SourceUrl=  Replace “company” with your own company name and “siteName” with the site path. For example https://gamero365.sharepoint.com/myGames/_layouts/download.aspx?SourceUrl= The source URL should be the direct link to the attachment. The full URL will look this:

Do you find that address information provided by your participants are sub-optimal and causes downstream workflow issues?  Do you find yourself adding multiple fields to capture a single address? The latest Address control on Nintex Workflow Cloud Forms would be able to solve these problems. Address control would make it easier to get accurate addresses. The form filler would only have to fill in one address field thus making the form filling experience quicker. Let’s look at the new Address Control in action! On a form with an Address Control, the Form filler can start typing in the address which then provides them with suggestions matching their data entry. The can then select the address that matches their search.  The Address control setting can be found in the Control toolbox on

We are excited to share important news regarding the evolution of our company’s brand and how this change will benefit you. We are delighted to announce that Nintex will be updating our product names on our website to reflect a more cohesive brand and naming strategy. These name changes are a direct reflection of conversations and feedback we received from all of you. We realized that in a category filled with complex language that can be confusing to users and buyers, our job is to be as clear as possible about what we offer—a full suite of process & automation tools to help you achieve process excellence.  As our brand and product roadmap continues to evolve, our commitment to you remains our highest priority. Don’t worry, these changes will not affect or delay any current or future orders of Nintex products. This letter is intended to make you aware that you may see changes to our product names on our website, related documents, and p

The following Nintex How-To Center articles were published the week of 14OCT22: Nintex Automation Cloud Print Completed Forms Convert a value action Generate a document with a collection of images Call a workflow action Nintex Automation On

Are you ready for some new K2 features? The latest K2 Five release, 5.6, is now available for download on Nintex Customer Central. This version includes some awesome new features, including:Style Profile: Developer Tab. Link your external CSS/JS files to your style profile to allow developers to extend SmartForms more easily, without using data labels. This release also includes a preview form so you can see the impact of your colors and CSS on common controls, without having to apply your Style Profile to a form. Service Type and Service Instance security. The latest addition to the Authorization Framework, new governance features allow you to lock down specific service types (e.g., Salesforce, DocuSign) or specific service instances (e.g., Salesforce Prod) so that app designers can design against systems they should see. These permissions can be set in K2 Management and apply to the K2 Designer as well as the SmartObject Teste

Nintex is committed to bring latest and greatest features in all our offerings. This post describes a latest feature of adding CSS to the forms that is recently shipped out for forms in Automation Cloud which was much awaited by many of you, and we call it – Advanced Styles. I personally am a huge fan of responsive forms, one can very well create neat, simple yet elegant forms using Nintex responsive forms. But at times to match the branding guidelines of an organization or to make it more user friendly there is a need to add colorful attributes and that is what we intend to achieve with our latest feature.CSS will help our customers in Automation Cloud in the following ways:Branding: Corporate customers want to align forms to their brand. With CSS, forms will give a look and feel like any other application in the organization. Accessibility: With CSS one can utilize granular styling options to style spec

The Nintex Community will be offline on 10 October for some essential maintenance.You will still be able to read posts, but you will not be able to ask questions during this time and new registrations won’t be possible.This downtime is required for essential maintenance and updates to our Community. When: 10 October 11:00 Monday, Pacific Time (PT).How long: The process will start at 11:00 Pacific Time (PT) and continue for a maximum of 8 hours. If you have any questions or concerns – please email Nintex.community@nintex.com.

Before we begin please ensure you have followed and understood the basics of enabling CSS for your Nintex automation cloud forms here After you have enabled CSS in the global forms settings, If you want to open a workflow with a form you want to use and navigate to the styles tab, I will be using an example form I use for CSS testing.  You will now see that there is a new section at the bottom of styles named 'Advanced styles' please enable this here also.  There are 2 ways we c