News and Guidelines

  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

Filling a large form can be time consuming and it may not be possible to fill out the form in one sitting. By utilizing the new Save and Continue feature available for authenticated Start forms, participants are now able to save the progress and resume it later without the need to start over.   It is super easy to enable Save for a form. All you have to do to is navigate to the Action panel in the forms designer and enable the Save button as shown in the image below.  When the workflow is published, participants will have the option to fill in part of the form and save and come back to continue from where they stopped at a later time.   To return to the saved draft form, n

The workflow and document template I am walking through in this blog and video is available to download from our Nintex Gallery at this link.  Creating Your Template in Nintex AssureSign The first thing we will need to do is create the template in AssureSign that we will be passing data to from Nintex Workflow Cloud.  I am using a word document, which I will upload into AssureSign in order to create the template   To start creating the template click on View Templates in the left hand navigation  Then on the n

We are happy to announce the availability of K2 connect for SAP (5.3). This version is compatible with K2 Five 5.4 and 5.5, and has a new security feature to encrypt destination settings in the K2 connect database, as well as masking sensitive information. For more details on this release, please read the release notes.You can download the latest K2 connect version on Nintex Customer Central.Please contact your account manager with any questions or concerns.  Thank you, Your Nintex Product Team 

For each product you use in the Nintex suite, there's been all manner of research and usability study done behind the scenes. For each new feature launched or an interaction optimised, the Nintex User Experience team was engaged to learn more about collective behaviours and expectations. This often takes us on a journey of discovery and for many of you who've accepted our invites already, the answers can be surprising. User experience designers sketch and explore new features as a way to make sense of how a function should best unfold in the platform so that you the designer can get the biggest bang for your buck - quickly and without a support call. During this process, we need to involve you - the designers and users - of the product through a number of research activities. Activities may take the form of a self-serve varie

The following Nintex How-To Center articles were published the week of 13MAY22:Nintex AssureSign: Create custom e-mail designs Copy and modify e-mail designs Replace and add e-mail design notifications in a template Nintex Promapp Attach Documents and Web Links to a Process

This article will describe how to suspend your instance if any interruption happened or missing any business rules during process designin normal case process will terminate if missing any business rules or unexpected behavior happened that will impacted on your instances and  to fix it again will restart a new instances from scratch but if you did the following solution you will move your instance to right activity till redeploy your process again after fix its designInstructions1- Create new data field named for example IsClose and set its initial value "0"  2- After finish your process design will add a new activity named for example "Recovery" and link it with any activity but in its line rule property make an unlogic condition like 1<> 1 to avoid normal scenarios to go to th

The following Nintex How-To Center articles were published this week:Nintex Upgrade Center: Upgrade forms in the Assign a Task action This article steps you through how to upgrade a Nintex for Office 365 workflow to Nintex Workflow Cloud that has Assign a task action forms. Nintex Workflow Cloud: Calculate a Value action This article with video details how to use the Nintex Workflow Cloud Calculate a Value action.

 I found that in our demo Microsoft 365 tenant, there were Nintex updates for Nintex Form and Nintex Workflow as shown:Nintex Workflow for Office 365 (Version: 1.0.4.0)Nintex Form for Office 365 (Version: 1.2.4.1)  But I got some hiccups while updating Nintex Apps for Office 365. So, let me give a step by step guide to update Nintex Apps.    Step 1 Issue: Nintex Forms for Office 365 within SharePoint Online, there is no option update from SharePoint Online StoreFollow

Hi, Everyone,Today we released the latest versions of both Central and Bot. I encourage you to upgrade Central and Bot today! You will also notice that we have released an updated version of the Chrome extension which should upgrade automatically in your browser.We have added two new actions – Open Chrome and Open Edge – that should make it more reliable to open these browsers.You will see a ParseJSON function in Bot as well, making it easier to work with objects returned from REST calls.If you are using Open Data, there’s a new option to execute one or all records, so check that Help topic out if you are using Open Data actions.If you are in the banking industry and use Fiserv, you are most likely moving from IE-based automations to Google Chrome and perhaps custom applications. We have made some enhancements for you to be more successful wit

The following Nintex How-To Center articles were published this week:Nintex Gallery: Import the Nintex Workflow Cloud Leave Request Template This article with video steps you through importing the Nintex Workflow Cloud Leave Request template from Nintex Gallery. Document transmission using SharePoint Online This article with video details Nintex AssureSign document transmission creation in SharePoint Online.

New workflow inventory widgetsWe've added three new widgets to the Inventory dashboard to give you a more comprehensive view of your workflow usage. The Workflow Inventory widget displays a breakdown of workflows across your Nintex platforms:Production workflows within your subscription Development workflows within your subscription Deactivated workflows in Nintex for Office 365 The Published workflows widget presents a month-on-month consumption trend of your total published workflows and a predictive trend line to predict future usage demand. The DocGen action for workflow widget displays the total execution count of document generation actions across your published workflows. If a DocGen action is used, you can track the number of times it is executed in the Workflow table. 

Customizing Notification Programmatically for Nintex AssureSign One of the most powerful parts of Nintex AssureSign is the fact that you can manage the entire signing process programmatically through our API. In this post I wanted to showcase how you can customize notifications when sending envelopes using the Nintex AssureSign API.  For this example we are going to be using the `submit/prepare` API endpoint to customize the envelope and notification that we wish to send. As with any interaction with the AssureSign API, the first step will be getting your authentication token. You can do this by creating an API user from within Nintex AssureSign (video link), and then using the API username and key to get your authentication token:  Submit/Prepare with custom message for default email designs Authenticate Request POST https: //account.assuresign.net/api/v3.7/authentication/apiUser Content-Type: application/json Accept: