News and Guidelines

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 Azure SQL - Query a SQL View Action Azure SQL - Query a SQL Table Action SharePoint Online start workflow event Salesforce start workflow event Microsoft OneDrive for Business 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

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 Document action Upgrade Document Generation action Upgrade task assignment forms that use the SharePoint task Comments column Nintex Workflow Cloud: Add Time to Date Action Find Interval between Dates Part 1: Work with repeating section data from SharePoint based Nintex Forms Part 2: Work with repeating section data from SharePoint based Nintex Forms  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 H

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 for Exchange Online. Both of these options wil

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 Excel file start to end page set to 0 to 0 which will have the Excel do the caluclation it needs to do and the end user generating the document does not see the Excel file as part

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 inputs all we will need to do in this case is create a blank template and add the jotblocks to it for the initials and signatures we need to capture.  To start click on View Templates in the left hand navigation 

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, navigate to the Forms section under My Nintex where all the draft forms will be listed, open the draft form and continue.  A couple of important notes:Any published changes made to the form will automatically update all draft forms. The data that has been entered and saved in the draft form will be retained if the cont

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 next screen you will need to click on create template, give your template a name and click continue  Then you need to drag and drop your word document into AssureSign  Now we can start to build out our template, we need to add a signer and then we will have the ability to create our JotBlocks on the template which is where the information we collect in Nintex Workflow Cloud will be passed into. In order to do this, drag a JotBlock from the right hand menu onto the template where yo

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 variety, such as:a survey or questionnaire a card sort, or a diary study. ... or a remote, facilitated (or face to face where allowed) session like:an informal discussi

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 Promaster has left the Company Nintex Workflow Cloud Create a Text String Action Box start workflow event Set Instance Name Action Format Number to String 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

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 this sate. 3- activate finish rule on your process 4- then write the following code to check if process didn't close correctly go to to recovery activity if (K2.ProcessInstance.DataFields["IsClose"].Value.T

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. Nintex Workflow Cloud: Set a Variable Value action This article with video details how to use the Nintex Workflow Cloud Set a Variable Value action. Nintex Workflow Cloud: Log to Instance Details action This article with video details how to use the Nintex Workflow Cloud Log to Instance Details 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. I

 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 this URL (Dated: Aug 8, 2017)Step 2: Sign in your Office 365 credentials and Nintex Form will be updated.  Step 3:Even after Nintex Form App update, it will still show, “An update for this app is available”.Next, click on Nintex Form App. Step 4:This time around you will able to get the button, GET IT as shown:Follow this URL  (Dated:  29, Feb 2016)https://community.nintex.com/docs/DOC-3493    Step 5:In few minutes, Nintex Forms and Nintex Workflow Apps will be updated. The steps may wary for different Office 365 tenants

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 with both, particularly Fiserv Navigator. We have also made it easy to create copies of your IE actions so that they target Chrome or Edge. Right-cl

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. Capture Process and Procedure Details This article with video shows how to capture process and procedure details in Nintex Promapp. Nintex Workflow Cloud: Upgrade Workflows from O365 This article with video is a great overview demonstration of upgrading Nintex for Office 365 workflows to Nintex Workflow Cloud.  Each week, a summary of new 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 a

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.  Nintex Workflow Cloud Instance activity reportThis new report displays all activity details for a specific Nintex Workflow Cloud instance. It is useful for auditing and tracking purposes. You can download a copy

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: application/json { "request": { "apiUsername": "ApiUserName", "key"

What is the Process Reporting API?The Nintex Promapp® Process Reporting API exposes process health and usage data through an OData feed to enable people to build their own custom queries, making it a lot easier to see trends and report on process excellence, without having to run manual csv reports.What data is available?Process health data - refers to the publish status (in progress, published, awaiting approval, etc.) and review status of your processes. Process usage data - refers to process views. Read the API reference here: Reporting API reference. We plan to make more data available in future releases. What tools can I use to access data in the Reporting API?The Nintex Promapp® Process Reporting API uses the OData 4.0 protocol. You can use any tool that supports token-based authentication, such as Microsoft Excel and PowerBI. For more information, seeOData.org andOasis: OData Version 4.0 Protocol.Note: Tools that use forms-based authentication such as Tableau are not supported a

The Nintex Gallery provides the Nintex Workflow Cloud Leave request template, to help you quickly implement a basic request form and approval workflow combination for your organization to capture leave requests. In this video lesson, you will learn how to import this template to your Nintex Workflow Cloud environment and then make a customization that might be helpful to your process.   ResourcesNintex Gallery - Nintex Workflow Cloud Leave Request Tour the Nintex Gallery 

I recently had a requirement come up while implementing an On-Boarding Workflow. The requirement from my client was: "we want to have multiple list item attachments for the new employee process but when the workflow starts I need to have different attachments emailed to different employees". I started to think about this because there is not an action within Office 365 to get list item attachments, although there is a web service we can call to get them. I wanted to document the steps I needed to take just in case others needed to do something similar. Step 1) Build Dictionary to set the Request Headers.Drag and drop Build Dictionary action on to the canvas and Add the following Items: Below is what the action will look like when you are done.Key: Content-type Type: Text Value: application/json;odata=verbose Key: Accept Type Text Value: application/json;odata=verbose Output: RequestHeader of type DictionaryStep 2) Build URL StringUse the Build String Action to build out your Web Se

Hi, Everyone,As you may have heard, Nintex recently acquired a process discovery and RPA tool called Kryon on February 15th. You can read more about that in our press release and community post.While Kryon will be our preferred RPA platform moving forward, we will continue to support Nintex RPA long-term. The combined team is structured to maintain RPA and add features and functionality over time as needed, so I want to assure you that Nintex RPA is fully supported, and you will not need to move your scripts or botflows to Kryon. However, if you are interested in the features and more expansive scope of Nintex Kryon RPA, please reach out to your Nintex account manager. There will be more information to come but I want to assure you that all our RPA customers are very important to us, and we will continue to be here to support you.Thanks,MikeNintex RPA Product Manager

At Nintex, our goal is to provide you with the tools and knowledge you need to start automating your business processes as quickly as possible. This begins with our robust process platform suite of products that help you in the areas of process mapping, advanced workflow design, robotic process automation, document generation, electronic signature capture, forms creation, and more.  We recognize that many of your processes are unique to your organization, and require collaboration and design, specific to your requirements. However, there are many organizations that share similar process automation needs for things like new employee onboarding, invoice processing, and purchase request processing. This walk-through video will take you on a tour of the Nintex Gallery where we host various pre-built workflows and templates like these that can help you jump start your automation processes.   ResourcesNintex Workflow Cloud Leave Request Template

We have released March 2022 Cumulative Updates for K2 Five versions 5.5 and 5.4, a new April 2022 Cumulative Update for K2 blackpearl 4.7, as well as new versions of the main installers. These are all available for download on Nintex Customer Central.If you are planning to upgrade to one of these versions, please make sure you download the latest installer version as well as the applicable cumulative update.If you have K2 blackpearl 4.7, or K2 Five 5.4 or 5.5 installed, make sure you download and install the March 2022 Cumulative Update to ensure that the Microsoft Azure AD Graph API changes are up to date in your environment.As previously communicated, Microsoft has deprecated the Azure AD Graph API and is replacing it with Microsoft Graph functionality. K2 relies upon the Graph APIs to integrate with Azure Active Directory (AAD) resources, which can be used for an Identity Provider within K2 natively, or to integrate with SharePoint Online. The March/April 2022 Cumulative Updates inc

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I came across a situation the other week where we needed to set up a document for signature by two people and we don't mind the order they sign.  The default setup with Nintex AssureSign is that person #1 signs and person #2 only gets a request to sign after that is complete. In some instances that isn't the most efficient method of communication when we don't mind what order the two people sign in.  Additionally, what happens if we have a third signer who should only be notified when the first two people have signed?  If either of the first two people decline to sign, the third person should not be notified.  We can achieve all of this by modifying the default workflow. Using a concrete example, we have someone who wants to join a club.  We'll refer to them as the Candidate.  We also have someone who is going to sponsor their membership (the Sponsor).  When the application is made, we want to send notifications to the candidate and the sponsor at the same time and when both of them ha