News and Guidelines

As InfoPath nears its end of life, we’re fielding more and more questions about how to migrate from InfoPath to Nintex. It’s not so simple with InfoPath as a solution built on InfoPath can be completely monolithic i.e. it combines data, business rules and presentation/forms into a single package. When you are looking to replace InfoPath, you really need to understand what each of these three components is doing and then replicate on your platform of choice whether that is Automation Cloud (NAC) or K2.  We have some really great on-demand webinars that you can watch at your leisure to help you through this journey:InfoPath migration best-practices InfoPath forms: Why migrate

K2 licensing keys are provided by the Nintex licensing team and are unique to a customer based on a system key and their license type and contract agreement. This includes environment type (e.g., production, nonproduction, and development), and number of users, workflows, and forms. However, the most important part of the license key process is the expiration date. There have been some challenges and some confusion with the types of licenses, which this article will address. NOTE: Older K2 environments (including versions of K2 blackpearl prior to 4.7) may have server-based license keys, or known as perpetual licenses. These keys do not have expiration dates, and are therefore NOT impacted by the expiration date bug. If your K2 environment is running with a perpetual license key, NO ACTION IS NEEDED. If you do not know what type of K2 license entitle

The following Nintex How-To Center articles were published the week of 12AUG22:Nintex Promapp (includes article updates) Set up your profile Replace an expired Nintex Promapp API token in Power BI Enable System Tagging Determine the Last Login / Number of Logins for Nintex Promapp Users

A customer recently reached out with a complex document generation scenario requiring a specific format for their repeating fields. They needed to pass a variety of variables including collections to a component workflow via a webhook and then generate a repeating table from this data. The first thing we needed to do in this situation is to parse the data in the collection out into multiple collections, the amount of collections will depend on how many individual data points you want to pull from the initial collection.  In this case the customer parsed out 2 data points into two separate collections. Now you might think that we could just generate the repeating table with the two collections.  Setting up your template for the repeating table like this. This however did not give us the result we were look

The following Nintex How-To Center articles were published the week of 04AUG22:Nintex Upgrade Center Upgrade workflows containing state machine actions Nintex Workflow Cloud Remove Duplicates from Collection Action Remove Item from Collection Action

The following Nintex How-To Center articles were published the week of 29JUL22:Nintex Promapp Edit shared activities Nintex Upgrade Center (includes article updates) Upgrading actions that include current item attachments Upgrade Start a Task Process action Upgrade Assign a Task action

Hi, Everyone,I wanted to let you know that the latest release of Nintex RPA is now available. Please see the release notes for details and download links, but here are some new/updated Help topics: RPAC API (updated) Audit logs (new!) Instance details (updated) Access denied troubleshooting (updated)   You'll see that audit logging is now

The following Nintex How-To Center articles were published between 01JUL22 and 22JUL22:Nintex Promapp Compare variations using the shared activity model Create a category-specific variation Create a process-specific variation Nintex Upgrade Center (includes article updates) Working with object variabl

View the following video to learn how to use the community based Assuresign Connector for K2. The official connector for Assuresign is in the works. Watch the video here: https://1drv.ms/v/s!ApLP-07ijCOigYAQyH7QjH24zaMGBw?e=0nHV7x   Swagger file is attached to this blog post. 1. How to create API User/Keyhttps://community.nintex.com/t5/Nintex-AssureSign/Setup-Nintex-AssureSign-API-Key-User/ta-p/212520 2. Http Header String (Please update with API User and Key){"$type":"SourceCode.SmartObjects.Services.Endpoints.Common.HttpHeader[], SourceCode.SmartObjects.Services.Endpoints.Common, Version=4.0.0.0, Culture=neutral, PublicKeyToken=null"

I recently was asked for what the top 10 features are in K2, and it got me thinking. We always talk about the new shiny features, the ones that are coming in the near future on the roadmap, but all those new features build upon an already awesome box that is K2. And with my love of top 10 lists, here are my favorites, in somewhat of an order.Fully featured and proven independent workflow engine with 20+ years of enterprise usage. Patented SmartObject framework for business data modeling from disparate systems, which honors security in the LOB system and keeps the data in the source of truth. Visual workflow designer with business logic and rules engine to build even the most complex workflow logic. Robust APIs to extend beyond the borders of K2, to make the impossible, possible. Authorization Framework to allow governance and security around your applications, so only the people who need to access the forms or start a workflow, can.

As a customer of Nintex, you will have access to important information through key programs and tools. Nintex Customer CentralCustomer Central, your self-service portal for performing important activities such as logging a NEW support case, adding, or removing company contacts, access self-help resources and training programs, and much more.  First time log in to Nintex Customer Central:   Go to https://customer.nintex.com.    At login, you will use your corporate email address and reset your password   To initiate the password reset, click on “Don’t remember your password?”     Please note, if you currently have an existing support case op

In this blog I am going to go through the recently released manual delegation feature for the Business Owner role in Nintex Workflow Cloud.  Manual Delegation of a Task by the Business Owner With a recent update in Nintex Workflow Cloud, we now have the ability for a user that is assigned as a Business Owner of a workflow to delegate a task to another user/s.    The first thing we need to do make sure that the user has permissions as a Business Owner to the workflow.    After granting the Business Owner Role permission the user will be able to go to the My Nintex section of Nintex Workflow Cloud, and by selecting Workflow

  More about Teams ConnectorThe connectors for Teams inside of Nintex Workflow Cloud (NWC) were made live this week.  It was fun to show off these connectors today now that they are officially live.  Today we discussed a lot of different use cases around the use of the Teams connectors.  Enhance the process around creating Teams Governance around closing down teams or even archiving them Integrate forms or Promapp Maps into Teams Control the creation of Teams Clone Teams The ideas keep coming.............. Making ConnectionsOn day 4 I spent a lot of time talking to pa

DocuSign has announced a change for authentication techniques by deprecating legacy authentication and OAuth 1.0 protocols. Since August 2021, any new API applications integrating with DocuSign must use the OAuth 2.0 authentication flow. By October 4, 2022, all existing DocuSign customers and partners integrating with DocuSign must be updated to use OAuth 2.0, including applications already in production. For more information on the changes, see DocuSign’s blog at https://www.docusign.com/blog/developers/october-2022-oauth2-required.How will this change affect me?We are currently working on Fix Packs for supported K2 Five, K2 Cloud, and K2 blackpearl versions to update our integration to the OAuth 2.0 standard. If you use the DocuSign feature or Service Broker to integrate with DocuSign’s APIs, you will need to apply the related

Join Kryon’s Wizard of Wizards, Marlon as he shares troubleshooting techniques for automation wizards including:• Handling issues that can occur before runtime• Navigating runtime issues• Advanced commands to use to simplify development Click here to view the recording. (You will need to register.)

The following Nintex How-To Center articles were published the week of 24JUN22:Nintex Promapp Share a minimode link Remove a Global Process Variant from a process Nintex Upgrade Center Upgrade a component workflow with initiation variables Nintex Workflow Cloud Improv

There are many ways to start a workflow in Nintex Workflow Cloud (NWC)...such as, submitting an NWC form, on a schedule or even by updating a record in Salesforce. One common way in which NWC workflow starts is based on items being created or updated in SharePoint Online. Many Nintex customers have SharePoint Online in their landscape and many also have used, or still use Nintex Workflow for O365. Nintex strongly recommends that those using Nintex Workflow for O365 consider migrating their workflow to NWC to take advantage of the many additional features that NWC provides, such as, the myriad of prebuilt connectors to third party systems and the My Nintex and Workflow Tracking consolidated views of processes. For those customers that are already running their SharePoint workflows in NWC, or for those considering migrating, Nintex has added additional support for the testing of workflows based on the SharePoint Online start event. Let's reite

The following Nintex How-To Center articles were published the week of 17JUN22:Nintex Promapp Embed a process Onboarding and Training Introduction Nintex Workflow Cloud Azure SQL - Execute a SQL Stored Procedure action Azure SQL - Update SQL Records action

Nintex is currently making investments to expand our cloud-based products into more regions around the world to better serve our customers’ needs. As part of this work, we are excited to announced that DocGen for Salesforce (Drawloop) is now available in our regional data centers in Europe (Germany) and Asia Pacific (Australia). Providing regional access provides the best possible service for our Drawloop customers and we are excited to offer this expanded regional support. Starting today, all new Drawloop customers will automatically be set up with tenants in the data center located in closest geographic proximity to their main location. Customers who wish to utilize a different data center will be able to request a different data center as necessary. For existing customers, we are offering the option to move to a new data center. Customers who are interested in moving their existing tenants to either the European or Australian data center will be able t

The following Nintex How-To Center articles were published the week of 10JUN22: Nintex AssureSign Navigating the My Profile page Import and export classic templates Nintex Promapp Process Group Overview Nintex Workflow Cloud Start Event: Nintex Scheduled start.

The following Nintex How-To Center articles were published the week of 03JUN22:Nintex Promapp Search for processes Create a Reporting API key Create an onboarding plan for specific roles Nintex Workflow Cloud Format Date to String Action

The following Nintex How-To Center articles were published the week of 20MAY22:Nintex AssureSign: Getting started with DocumentTRAK web hooks Getting started with JotBlocks Nintex Promapp: Use @TODO tags Nintex Upgrade Center: Workflow upgrade with Nintex Form repeating section data and Generate

Hi, Everyone, I wanted to let you know that changes are coming soon to how you can authenticate for sending and receiving email using a Gmail or Exchange Online account. Google is turning off Basic authentication at the end of this month (May 2022) and Microsoft is doing it on October 1st, 2022. This means that after this time you cannot use a username and password in your email connection in RPA to send, receive, and work with emails from these systems in your botflows. For Google you can setup what's known as an App Password and use that in your RPA connection. Many of you are doing this today. However, the plan is to release an updated version of RPA in the coming weeks that allows you to use OAuth for Gmail. Google is not going to remove support for App Passwords so if you're using that today you won't have to do anything come June 1st, 2022. At some time before October 1st, 2022, we'll release an updated version of RPA to handle OAuth f

Excel as Middleware is one of my favorite functionality with Drawloop, however it's hard to wrap your head around it at first or what kind of use cases are best for using this functionality. As there's millions of ways to use this functionality, here's an example of one that I see often that gets asked which is to separate the value from multi-picklist fields.  Here's a quick recap on how iExcel as Middleware works: You can push Salesforce data from Excel and manipulate the data on how you would like it to look like. From there you can push the manipulated data from Excel to your Word or PowerPoint template (or even use the data for Insert-Updates).I recommend having the Excel file as the first template on your package as Drawloop will process documents in the sort order of the template. You can also have the Ex

As a follow up to the previous blog post I created about using AssureSign with Nintex Workflow Cloud to capture data and get electronic signatures,  this post is will show if you are using Document Generation in your Nintex workflows how you can send that generated document to AssureSign for signature.  You may want to use document generation to create the document to send to AssureSign in cases where the documents may be more complex, you need to combine multiple documents into on document, you have a repeating section that you want to include in the document.   Creating Your Template in Nintex AssureSign When using document generation in Nintex Workflow Cloud you will still need to have a template within AssureSign but instead of having to create all the jotblocks and sender i