News and Guidelines

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

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 profile page or update your personal settings. Also find out how to update your notification settings and preferences. Are you looking for specific information? Use the search bar to find what you need. Learn more about how to ask a question on Nintex Community and How to create a great forum post. The Sitemap shows

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 Follow.Access your profileYour profile picture (if one has been selected) always appears at the top, right-hand corner of every page on Nintex Community.You can access your profile page by clicking on your profile picture and selecting My profile. Your browser will refresh and display your profile page, similar to the one show below.Community reputationBelow your username, you'll see a progress bar representing your Community reputation. The more likes your content receives, the higher your progress bar will rise. This also helps you gauge the value of another user's reputation and contributions within the Community.  Edit your profileTo update your profile, access your profile page and click Edit profi

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? Question: Select ‘Question’ when you need a solution for your question or problem. You will have the choice to mark a “best answer” which marks the topic as solved and highlights its importance in search results.Conversation: Select Conversation when you want to share something and involve the Community in a discussion. As you start typing the title, similar posts will appear. These are matched by the title and tags, so here you can also see topics posted which may be similar to yours and could potentially answer your question.TitleCreate a topic title that summarizes your issue or question, so others can see what the post is about.A good title should (where applicable):- Include the activity or action- Include a unique part of

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 to a topicBy default, you will receive notifications to any topic you have contributed to. However, you might want to follow a topic without posting in it. In this case, click on the Subscribe option which can be found below all topics and articles. If you no longer want to be subscribed, simply go to the topic or article and click on Subscribe again.  View and manage your topic SubscriptionsClick on your avatar in the top-right corner to access the drop-down menu and s

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 to the Community. You can add a link in your post to the topic you already found. Ask a question or start a conversationYou can create a question or start a conversation in any Community category where you have access. To begin, click on Ask a question in the top right corner. This button will always be available in the top-right corner of the Community. When the form opens, you will have the option of asking a question or starting a conversation.What kind of topic are

Community Overview Forum RPA Process Discovery Process Manager Nintex Workflow DocGen for Salesforce Nintex DocGen eSign Nintex Automation Automation On-Prem Cumulative Updates and Fix Packs Nintex for SharePoint K2 Cloud Nintex for Office 365 RPA LE K2 blackpearl Nintex Apps Nintex Apps for Salesforce Skuid NLX, SFX and EXP Upgrade to Nintex Automation Cloud News and Guidelines News Community Guidelines Content Corner RPA Process Manager Nintex Automation Cloud Nintex Apps DocGen for Salesforce Nintex DocGen Nintex Automation K2 Nintex Solutions Nintex University Nintex Community Content Portal Archive Archive Archive: Insights forum Knowledge Base Overview Technical articles RPA Process Discovery Process Manager Nintex Automation Cloud  DocGen for Salesforce Nintex DocGen eSign Nintex Automation Nintex for SharePoint K2 Cloud Nintex for Office 365 RPA LE Insights K2 blackp

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 strong cloud performance, whatever your document automation need! Please contact Nintex Support with any questions or concerns. * The information in this articl

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 Mobile but with a little spice.. Firstly lets submit a form and navigate to the "Sent" fol

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. We have simplified the structure so it’s easy to find content or ask a question. Everything can be accessed through a simple drop-down menu from the top navigation bar, or via the main overview pages. Key areas will also be

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.com

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-published Nintex How-To Center content will be posted.  If you'd like to request content, visit the Nintex How-To Center main page and click Request Content. From there, you'll be able to suggest a content idea and have other users vote on it. If you have any questions, comments, or feedback on the Nintex How-To Center and its contents, please drop us a line: Email the Content Engine Team

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. Any process in an 'Awaiting/Pending approval' state will return to the 'In Progress' state. Where possible, shared activities will be created if this condition is met: Activity title and tasks must be the same. If this condition is not met, they will be ind

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: https://company.sharepoint.com/siteName/_layouts/download.aspx?SourceUrl=https://gamero365.sharepoint.com/myGames/AttachedDoc.docx In any browser, the file will be downloaded, even in Edge.Please note that the use of the provided workaround does not guarantee that Nintex will support it if anything breaks while using it.  

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 the Form Designer. It requires a Google Maps API key to be entered on the Settings Tab. The information from the Address Control is sent back to workflow as an Object which has the following properties, mo

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 product orders. In-product name changes and th