News and Guidelines

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

The following Nintex How-To Center articles were published the week of 26AUG22: Nintex Promapp mobile app Authentication Feedback Search processes Share processes View processes Sync data User management Nintex Promapp (includes article updates) Save / Remove a Nintex Promapp Process as a Favourite Disable the Automation Tab Create a Process Shortcut in another Process Group Add / Remove Nintex Promapp Process Search Keywords Nintex Upgrade Center (includes article updates) Upgrade Nintex Forms in task actions  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 Nintex Community will be offline on 26 August 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: 26 August 00:01 Friday, Pacific Time (PT).How long: The process will start at 00:01 Pacific Time (PT) and continue for a maximum of 8 hours. If you have any questions or concerns – please email Nintex.community@nintex.com.

This solution allows you to set up workflow error alerts on Nintex Workflow for Office 365. Author Palesa Sikwane‌ Long Description This is a little workaround that can assist you in setting up workflow error notifications on Nintex Workflow for Office 365 whenever a workflow gets Suspended. Dependencies Nintex Workflow 365 SharePoint Online Compatibility Nintex Workflow O365 Nintex Forms O365 Platform Office 365  What's up Ninsters??? Finally back home in the city of Johannesburg, and I've been working on all sorts of interesting things! I've put together a little video below showing you how using List Alerts in conjunction with the Workflow History List on Office 365 to allow you to get Workflow Error Notifications.   Summary: Step 1: Access the history list for the site you would like to set up Workflow Error Notifications:  Append the following to your Site URL: /Lists/Workflow%20History For example, if your site URL is https://example.sha

If you’ve used Nintex forms at some point in your life than you would have come across the mystical repeating section control. Now for those coming from the InfoPath or Lotus Notes worlds, you would remember that you had the ability to do fancy table structures in the form to capture an unknown amount of data but in a structured way. Nintex gives you the same capability and makes it easy to set up. After working with many customers, I realized there are some things that just are as intuitive unless you’re playing around with things and not everyone has that luxury. So to help you out, I built a quick demo which includes a form, and workflow to show how to retrieve the information from that form. The workflow template is built to show a simple workflow that can parse the repeating section data and create child items with it. This form template is built to show a simple responsive form in Nintex for O365. The full demonstration works with the get data from repeating sections workflow tem

The following Nintex How-To Center articles were published the week of 19AUG22: Nintex Promapp (includes article updates) Navigation Basics Nintex Workflow Cloud (includes article updates) Cloudmersive - Convert a CSV to JSON Text Action Cloudmersive - Convert an Excel (XLSX) to JSON Text Action Resubmit Workflow Start Event: Nintex Scheduled Start  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

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 now This blog focuses on migrating your form to NAC and we have a very nice and easy way for you to do that. InfoPath provides the following field types The nice thing is that Nintex Forms provides for all of these except for the Custom (complexType) so most forms can be replicated with a minimum of changes. Where y

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 entitlement you have, reach out to your Nintex Account Manager. Expiration DatesIf you have a K2 environment that was installed and configured pr

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 Change the Promaster email address Upload images to a Nintex Promapp process Add a user as a Process Editor Share a process with someone outside of your organization Nintex Workflow Cloud Nintex Workflow Cloud: Join Items in Collection Action Nintex Workflow Cloud: Merge Collections Action Nintex Workflow Cloud: Cloudmersive - Convert Document to PDF 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

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 looking for, the result looked something like this.  Which is obviously not how we wanted the table of data to look  After a little trial and error, we discovered that what we needed to do

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 Remove Value from Collection Action Split Last Item from Collection 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 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 Upgrade actions using Advanced List Lookup Nintex Workflow Cloud Manual Start - Form Start Event Workflow Tracking - Run Now Events Page Clear Collection Action Google Drive Actions - What's New?  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

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 available in RPA Central. Go to the Settings page (admin access only), and you can download the last 120 days of events from both RPA Central and all registered Bots. You can control the number of days events are stored and analyze those events in your favorite data analysis tool of choice. We've also improved the way each Bot communicates with RPA Central, so if you were still experiencing botflows stuck in a queued state or Bots going offline, please install these releases at your earliest convenience. Lastly, we've included the Originator information on the Instance Details page in RPA Central. One item to note, we were unable to include the Google

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 variables after upgrade Upgrade a component workflow with initiation variables Upgrade Office 365 Query List action Upgrade Start a Task Process action Upgrade Assign a task action Upgrade task assignment forms that use the SharePoint task Comments column Upgrade Nintex Forms in the Assign a task action Upgrade actions that use Dictionary Variables Nintex Workflow Cloud Microsoft Exchange Online start event Workflow Designer - Actions Toolbox Pause Until Date Action Apply a Regular Expression Action Check if Item Exists in Collection Action Add Item to Collection Action Get Item From Collection Action Count Items in Collection Action Sort Items in Collection Action Manual Star

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){"$type":"SourceCode.SmartObjects.Services.Endpoints.Common.HttpHeader[], SourceCode.SmartObjects.Services.Endpoints.Common, Version=4.0.0.0, Culture=neutral, PublicKeyToken=null","$values":[{"$type":"SourceCode.SmartObjects.Services.Endpoints.Common.HttpHeader, SourceCode.SmartObjects.Services.Endpoints.Common, Version=4.0.0.0, Culture=neutral, PublicKeyToken=null","Name":"apiUsername","Value":"INSERTAPIUSERNAME"},{"$type":"SourceCode.SmartObjects.Services.Endpoints.Common.HttpHeader, SourceCode.SmartObjects.Services.Endpoints.Co

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. Error profiles and retrying errors for a K2 administr

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 open, you will need to access that case in the Kryon Customer Portal.   Nintex UniversityAll Kryon training courses, transcripts, and certifications are now available in Nintex University.   First time log in to Nintex University:   Go to https://learn.nintex.com   Select “Sign In” (upper right corner of the home page)  Enter your e-mail addres

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 Tracking on the left-hand side they will see all the workflows they are a Business Owner of.  They can then select the workflow they want to look at and see all the instances of that workflow.  Now we can select the workflow instance we want to look at by clicking on the name and in the flyout window on the right-hand side of the page we will see all the information a

  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 partners, clients and random folks.  I think as the week has progressed, the conversations get better and better.  Now that everyone is comfortable with the exhibit hall and session layout attendees are spending more time connecting with each other.  A lot of the first few days is getting settled in.  I had a lot of conversations today about solutions and connecting business needs to the technology.  That is truly what this

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 Fix Pack once it is available. For K2 Cloud customers, your environment will be updated with the fix automatically.If you use the K2 Integrator Key, you will n

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 Improve workflow portability  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

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 reiterate some basics. As I've mentioned, SharePoi

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 Use the Nintex Form start event Use the Nintex Component workflow start event  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

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 to do so starting today. If you