News and Guidelines

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-Prem Extend SmartForms with the Style Profile Designer Nintex Process Manager SharePoint Online search integration  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

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 Tester Tool. AssureSign Integration. A new service type to inte

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 specific controls to differentiate them, make them more accessible and readable. It al

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 can add the css for RTL support, either by an external link and embed CSS. If you wish to maintain your own CSS code please feel free to branch off or copy mine, you can then choose to host it or use the embed CSS. For this demonstration I will be using my GitHub page for CSS. https://jsdenintex.github.io/src/css/nwcRTL.css Entering the above link into the external CSS will enable right to left visuals on the Nintex forms.  See below a before and after comparison. Before: After:  Please noteThis is not official s

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 K2 Cloud), and under the options menu, select Subscribe (or Subscribe to RSS Feed). This will notify you when new content is published. The team is also tagging content as beginner, intermediate, or advanced so you can explore content relevant to your K2 experience.Don't see what you're looking for? You can also Request Content using the community

👋 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. Under Review Our product management team is reviewing the idea to decide if we want to explore the details more. Planned These ideas are planned to be implemented and are on our roadmap. If you would

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 Work with the Style Profile Colors Designer Nintex Process Manager Process Variation Management (PVM) Overview  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 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 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 

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 registration screen – as we already have your email account information all we need to do is create a new password to complete the registration process. Step 1: Enter your email address

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 customer solutions would work long after basic authentication was disabled by Microsoft starting October 1, 2022.  In most scenarios, if you upgraded to Nintex Kryon RPA release 21.4 (or later) to utilize modern authentication with Exchange Online you likely will not be impacted by this change. How will this change affect me?If you are a Nintex Kr

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 Start Manually Workflow Upgrade Workaround - Item Modified Restart a Failed Workflow with the Original Data Nintex DocGen for Salesforce Set up row replication Nintex Process Manager Risk and Compliance Add-on: Navigation Basics  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

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 any questions about this releas

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 Assign a Task Action Upgrade 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

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?Each top level process group will have the ability to choose a process approval type - simultan

 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 consistent experience across desktop and mobile, no need to head back to your desk to get your work done. Increased employee engagement: Increase access, visibility, and collaboration for all your frontline employees or contractors.  Improve onboarding: Faster

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: Email the Content Engine Team

Please join me in welcoming our new Kryon Community members! Please use this guide to find links to Kryon content and information.Community forum posts and articlesThe Kryon Community has been migrated and incorporated into the Nintex Community. Please refer to the sitemap if you need help finding any Community content, or use the Search functionality.You can access the Kryon content on the left-side navigation. Here you will find:Nintex Process Discovery- General Kryon Forum- Process Discovery Forum- How To Articles- Kryon Process Discovery Technical Articles- Process Discovery Blog Kryon RPA- General Kryon Forum- Kryon RPA Forum- How To Articles- Kryon RPA Technical Articles- Kryon RPA Blog Help documentationProduct documentation has been incorporated into the Nintex Help site. Release NotesRelease Notes has been moved to the Help site:- Kryon RPA release notes- Nintex Process Discovery release notesCustomer PortalYour customer portal information can be found in Nintex Customer Centr

What is a Site Workflow?A Site workflow is attached to the site rather than a list or library. Since it is attached to the site it will have access to all the lists and document libraries present in the site. You can run these workflows in either of the below waysManually Triggered from other workflows within the site  Scheduled to run on specific timelineThe creation and management of site workflows is the same as for workflows that are attached to a list or library. Actions specific to lists and libraries are not available for site workflows, you can have a look at the Nintex available actions in the Nintex workflow designer.When to Use it ?Site Workflows are generally used forSite maintenance, such as deleting completed tasks and copying files to archives Reports on list items and other items on the site Validation of data in the site against external sources, such as price lists stored outside SharePoint Reminders Other workflows that operate independently of specific documents or

What’s new? Meet Our new Console - ConsoleX ConsoleX is Kryon's next generation web-based orchestration and analysis tool for managing and controlling robots, tasks and triggers. ConsoleX has a fresh user experience and provides optimal performance based on upgraded technology. Customizable advanced analytics provide immediate, actionable insights for rapid troubleshooting. The new dashboard offers exceptional visibility into your RPA performance and new screens enable you to drill down into issues that need attention.   New Branding – We are happy to introduce an attractive new set of application logos. Enhanced Java Support - We reconstructed our Java Engine to provide compatibility with Java v1.4 and later. The enhanced Java Engine now supports Swing, JavaFx, and Applet (AWT). In addition, we've added new Java Advanced Commands with new UI and new Advanced Selector. Robot you can Trust - We’ve enhanced the platform robustness by introducing Timeout Monitoring support for selected Ad

Ever used regular expressions?Problem: you need to get a special Id from a webpage but it's created in Angular and you can't grab the ID form the page. There are 2 ways to get this ID.(1) You can use the split command:first do a mouse-click in the page and Grab the complete page (Ctrl-C /Ctrl-V) an place it in a variable.than investigate the screengrab and find the splitting parts and start splitting an d Isolate the ID.This can work but is not always reliable an if page changes in text the splitting can fail. (2) But the find regular expression is perfect.the first part is the same do a screengrab of the webpage and place it in an variable.Than find out what the structure is of the ID you need Kryon to find:example: if the ID looks like ASD2020345 you create a regular expression of this pattern, the regular expression of this would look like this: wwwdddddddSo Kryon will search the variable and register only this pattern.If the pattern is like above but sometimes there are eight numbe

Well, the answer lies in creating an effective automation testing plan. Join us online on March 16th at 3:00 Israel time, and we’ll show you how to create an efficient plan to prepare your wizards for production. Our wizards will break down important scenarios like: - How to create a functional and integrated testing plan- How to carry out performance and load testing- How to design and run a UAT (user acceptance test) to push your automation to production Grab a seat here: https://bit.ly/3bvCyXC

Save your seat for February 23rd at 2:00 p.m. GMT/9:00 a.m. EST, and we'll show you the ins and outs of:  -Building your process discovery journey to create the most impact on your organization-What business insights can be drawn from process discovery-Best practices on using Kyon Process Discovery to scale your RPA  +more!  Our Kryon experts will be there to help you every step of the way!  What are you waiting for? Grab a spot nowhttps://bit.ly/3b88YWA 

Get a chance to see @Kryon's new #RPA Best Practices webinar series first session on "Automation Wizard Development." Learn how to set the groundwork for high quality, maintainable, and robust #automation workflows. Recording link HERE.

Do you need to rapidly adopt your Nintex products? Do you want to advance your organization’s proficiency so you can maximize the value of your Nintex capabilities? Do you want to learn how to integrate different Nintex capabilities to leverage the full value of the Nintex product portfolio?  We have content for that.  Nintex customer content channels provide instructional materials based on what you want to do – goals we call learn, know, do, grow, and build. Our content sets you up for success whether you are just learning, acquiring foundational knowledge and building your first solutions, growing ever more advanced solutions, or looking for pre-built templates that save time.   No matter what stage you are at in your digital transformation, the following resources can help. Learn – Nintex UniversityAccess on-demand training courses and certifications that teach foundational concepts and skills. Nintex University courses provide an overall understanding of products including concept