News and Guidelines

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

The content team is hard at work publishing new how-to guides for all Nintex products. There's a new video released with a walk through of using the Style Profile Designer to edit your colors used in SmartForms (https://community.nintex.com/t5/Nintex-K2-Five/Work-with-the-Style-Profile-Designer-Colors-Editor-Part-1/ta-p/227356). The team is also working on adding new videos and walk throughs for the features that have been recently released, in K2 Five (5.6) or coming soon to K2 Cloud in the late 2022 release. One way to stay in the loop when new content is published is to go to the home page of the How-To Center for your product (K2 Five or

👋 Welcome to Nintex IdeasAs a Nintex customer, your feedback is essential to us and is a critical aspect of our planning process. Nintex Ideas is where Nintex customers can submit and vote on ideas across the Nintex product suite.When you submit a new idea, you can expect the product team to review it and follow up with you if needed. Please add new ideas, comment on ideas to share your use case, and vote for the ideas that you would like to see happen! 💡 Idea statusesThe Nintex product team will update you on the status of each idea to let you know where it is in our product development cycle.No Status This idea has been submitted and is awaiting review by our product management team. Open for Voting This idea is not currently on our roadmap, and we are awaiting feedback from customers. Unde

The following Nintex How-To Center articles were published the week of 30SEP22: Nintex Automation Cloud Start a Loop Branch by Stage & Change State Actions Nintex Automation On-Prem Work with the Style Profile Colors Designer Nintex K2 Cloud

The following Nintex How-To Center articles were published the week of 23SEP22: Nintex Automation Cloud Nintex Automation Cloud App Installation Loop for Each Loop N Times  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 cont

Our Journey to Nintex IdeasWe’re excited to share that Nintex Ideas is the new home for ideas and feedback for every product within the Nintex portfolio – we have been working hard to make this change as easy for you as possible and want to quickly outline what steps you can take to access previous ideas or share new ones so let’s outline the steps to get started: RegistrationIn order to access your migrated account, suggestions, votes and more your first step will be to sign up for the Nintex Ideas portal at ideas.nintex.com – we have brought over your previous account information and you will need to complete the account registration process in Nintex Ideas portal before you can see your previous ideas or submit new ones. When you access Nintex Ideas for the first time you will be presented with this regist

Microsoft has previously announced a change to the ‘basic authentication’ option that some of our Nintex Kryon RPA customers may have utilized to connect to Exchange Online within automations initiated by Email Triggers and/or send emails via Email Advanced Commands.  Specific information on this change is available via the Exchange Online blog here https://docs.microsoft.com/en-us/exchange/clients-and-mobile-in-exchange-online/deprecation-of-basic-authentication-exchange-online Starting with the 21.4 release of Nintex Kryon RPA, we introduced capabilities to utilize the new ‘modern authentication’ options favored by Exchange Online to ensure cust

The following Nintex How-To Center articles were published the week of 16SEP22: Nintex Automation Cloud Customize Nintex Forms with CSS Branch by Condition Express Approval Comments Branch by Value

Hello, RPA Community,I am happy to announce that the latest versions of RPA Central and Nintex Bot are available. The main enhancement and reason for this release is the support of secure, OAuth-based connections in Bot for working with email in Google Gmail and Microsoft Exchange Online. As you may be aware, these services have either turned off Basic authentication or are about to soon. So please create new email connections and switch your email actions over to those new connections.We have also worked on better targeting for browser actions and UIA, so you should see increased speed, accuracy, and reliability there, especially with custom applications or web pages that have a lot of nested tables.In RPA Central you will receive better messages if and when Bots go offline, and of course, we have made further improvements to the communication channel between Central and Bot to make sure Bots come online and stay online.Please reach out here if you have

The following Nintex How-To Center articles were published the week of 09SEP22: Nintex Workflow Cloud Run Parallel Paths Action Nintex Upgrade Center (includes article updates) Start Workflow Manually with a Nintex Form Start Event Upgrade the Start a Task Process action Ass

Sequential approvals - more flexibility with approval flows and notifications With sequential approvals you will be able to control the workflow of approval notifications. This brings the functionality to only send notifications to a stakeholder once preceding stakeholders have already approved. Why are we making these changes?Clients with larger and more extensive center of excellence teams may not want to include certain stakeholders in process approvals until other stakeholders have already approved e.g. an approval flow may go through a quality check with BA roles before going on to the process owner. The current approval functionality lacks this flexibility, and all approval notifications are sent to all stakeholders simultaneously. If this approval flow is required today, it requires communications and organization outside of the Promapp environment. What will improve with this release

 Nintex Promapp mobile app – Official Launch (6th September)Let’s re-introduce you to the new mobile app that enables 360-degree visibility of all your business processes at any time, on any device.  Many of you wanted to get your hands on the basic capability available as soon as possible, so we soft launched this app back in early December 2021.  Since then, we have continuously released additional user experience improvements so even the largest enterprise-sized client will get a great experience, and more recently we have released French bilingual support too. What’s great about the mobile app?On-the-go process access:  Empower your mobile workforce with easy anywhere anytime access. Process in your pocket: The app provides a co

The following Nintex How-To Center articles were published the week of 02SEP22: Nintex Promapp Sequential Approvals Nintex Workflow Cloud Run if True 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: