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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

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 that 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

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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 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