News and Guidelines

Those with workflow enterprise subscriptions also have access to Nintex Analytics. With Nintex Analytics, you’re provided with a robust data infrastructure to support reporting on workflows across your entire Nintex deployment. Nintex Analytics gives you visibility into vital data like the total number of published workflows, most commonly used workflows, top workflow developers, and more. Built using state- of-the-art data technology Azure Data Bricks and Data Lake technology ensures the highest possible performance allowing you to gain key insights into how your workflows are being used. Data accuracy Make critical decisions based on detailed data to drive optimization and return on your Nintex investment. Simple and easy to use Pre-built dashboards (see examples below) allow you to visualize data across your organization efficiently.    For more information about Nintex Analytics, check out this video from the Nintex Analytics product Manager, Cheyanne Ong.

 Nintex AssureSign + Nintex Workflow Cloud Integration with Nintex AssureSign is now available within Nintex Workflow Cloud and to help make sure that users are able to start using as quickly as possible here are the answers to some frequently asked questions related to working with the two products. As we continue to enhance the integration between Nintex AssureSign and Nintex Workflow Cloud, it will become easier and easier for Nintex users to take advantage of the native eSignature capabilities directly within their automated workflows. Directing a workflow based on signing outcome Setup Nintex AssureSign API Key/User Controlling Sender Input Values from Nintex Workflow Cloud Configuring webhooks for use with Nintex Workflow Cloud Configuring signing notifications with Nintex Workflow Cloud  Photo by Adeolu Eletu on Unsplash

In our latest release of Nintex K2 Cloud, we’ve added a new feature to make styling your Nintex K2 SmartForms easier than before and made further enhancements to unify the powerful low-code process automation capabilities of Nintex K2 Software with the Nintex Process Platform.  New Style ProfilesBrand new to the design experience, we are excited to release the Style Profile Designer. In the familiar Nintex K2 Software designer experience, you can now create a new artifact type called the Style Profile. Treated as a first-class citizen, a Style Profile can be created once and used across one or more forms. By studying and evaluating how our customers style Nintex K2 SmartForms, we discovered several trends: Styling each control is painful and takes too much time to make each form look consistent. Creating custom themes, while possible, required a lot of CSS code and wasn’t consistent with modern CSS approaches. Branding SmartForms is critical for using automation applications widely at

Nintex has released Version 2 of the Nintex Workflow Cloud workflow engine. As of December 1, 2021, new instances of workflows published to the v1 workflow engine will no longer be operational. If your current Nintex Workflow Cloud tenant has workflows published to our v1 workflow engine, you will need to migrate those to the v2 workflow engine by November 30, 2021.  Benefits of upgradingIn addition to improved scalability and runtime performance, the new v2 workflow engine includes:Higher workflow throughput – workflow start rates from 100s in engine v1 to up to 2,500 in engine v2 Increased loop iterations – workflow loop iteration rates from 250 in engine v1 to up to 1,000 in engine v2 New and improved actions – such as Query and Update XML, Loop N times, modify string and much more The new workflow engine is available in your tenant today, but to take advantage of the new capabilities you will need to republish your current v1 Nintex Workflow Cloud workflows by November 30, 2021. Up

2022 is just around the corner, and as we continue through uncertain times, we’ve learnt to adapt quicker than ever in changing times. As a leader of change ask yourself these top 5 questions and ensure you’re set up for success next year. Did I support my people and ensure they were heard?Digital transformation is more effective when we consider how it impacts our people, whether it is your internal staff or customers. What is your feedback process?  Is it managed effectively?  Understanding where the pain points are will have the best impact on your customers and outcomes. While ensuring you put your efforts into the right areas investing where it is needed most. Do I have a core understanding of how my business runs today?Automation and digital change is exciting!  There are so many opportunities and ways to improve your business to gather and analyse information in more effective ways.  I'm a BIG believer in understanding current flows of work to pinpoint and make impactful change.

With the latest Nintex Promapp release v.6.0.11 we’ve introduced an exciting new feature that allows you to identify and nominate processes you think is good for automating which connects both Promapp functionality with Nintex Workflow Cloud (NWC) functionality in a smooth process.  Watch the video below to view how to use this new feature. Creating a workflow framework with just a few clicksAs a Promapp Automation Specialist, you can review the process from the process overview page and confirm whether or not you want to see a workflow framework designed for it. If so you can click on the ‘Request Automation’ button. Promapp uses natural language processing to review the process and suggest workflow steps that could be handled by a workflow. As the automation specialist, you can confirm or change the workflow steps so that they map correctly to the activities and tasks you have in your process. Once you're comfortable with the process to workflow mapping, simply click the submit butto

Ease and Advantage of NintexNintex makes it easy to automate processes to keep everything moving while staying focused on your core business deliverables..Nintex is an easy, point and click workflow and content automation application that makes collaboration easier by connecting every person, department and system inside or outside your business. Nintex takes business efficiency to the next level, no matter where you are or what device you are using.What is Nintex Connector in NWC?Nintex Connectors integrate your business apps within your automated workflows. Integration is as simple as dragging a built-in connector into the Nintex designer canvas. Nintex Connectors cover the popular apps you use every day.Few Examples of connectors that can be easily added and utilized  in your workflows.Google Drive Salesforce ServiceNow Trello Slack Azure componentsSteps To Add Nintex Connectors1.Select the connector from the list of default connectors available.2.Select the action required and drag

Hi, Everyone,I wanted to let you know that our latest releases are now available for RPA Central and Bot. The biggest feature to ship for Central is the support for a licensed SQL server. Fresh installations are given a choice to use SQL Express (default) or to specify a SQL username and password. Upgrade installations are given instructions and a downloadable tool to configure the connection to the RPA Central databases (RPACentralKeys and RPACentralWeb). Please see the following topics for more information:Select your SQL database setup (fresh installation) Migrate SQL Server database (upgrade installation) Edit the SQL Server connection (updating simple/advanced connections)For Bot, we’ve improved targeting and performance as well as fixed a few issues when using the Unlock action (the topic is updated with some best practices too around using it on remote desktop/VMs). HTML-formatted emails with attachments are now working as well, @cristopxer.Please see the release notes for detai

Products: Nintex Workflow 2013, Nintex Workflow 2010 We have often seen the requirement to be able to report on how many Nintex Workflows are in an environment and where they are. Using this PowerShell script you can generate a report of how many workflows are found on each site/subsite/list in a SharePoint environment. Note: This script only targets the Nintex Configuration Database. Update: Script now targets all Nintex databases. Run the below (attached as well as a *.txt file for your convenience) PowerShell script (PowerShell ISE works well) from a SharePoint Server:PowerShell Script Add-PSSnapin Microsoft.SharePoint.PowerShell   [void][System.Reflection.Assembly]::LoadWithPartialName("Microsoft.SharePoint") [void][System.Reflection.Assembly]::LoadWithPartialName("Nintex.Workflow") #[void][System.Reflection.Assembly]::LoadWithPartialName("Nintex.Workflow.SupportConsole") [void][System.Reflection.Assembly]::LoadWithPartialName("Nintex.Workflow.Administration")

AssureSign sites will be updated to our latest tested release:Account/CA1/NA1/WWW/SB: Tuesday, November 30, 2021 at 5:00 AM EDT (November 30, 2021 10:00 AM UTC) EU1: Tuesday, November 30, 2021 at 11:00 PM EDT (December 1, 2021 4:00 AM UTC)Please monitor release notes for a list of included changes.

Repeating sections are a critical and heavily used piece of functionality in Nintex O365 forms which allow users to solve a wide range of problems. These problems involve building up lists of data for use cases ranging from inventory lists, incident reports right through to expense forms. Repeating sections are the most heavily requested feature for Nintex Workflow Cloud on UserVoice, and I'm happy to announce you can now use them in NWC. Not only that, but they come with some awesome new functionality - row calculation. It's clear from customer feedback that users need a reliable way of performing row based calculation relating to items, e.g. line total​, to help inform form participants and capture relevant data. By adding the "current row" concept to our repeating sections object - we have allowed to do this quickly, as well as still provide the existing collections of controls for other use cases. e.g. adding up the items in a column. See the example below where "Line Items" is a r

Watch a recording here for an overview of these changes. View our updated help content here. Why are we doing this?The existing user interface in the Viewing Permission page can be confusing. For some of our clients, the process group tree can be very large, and it can be difficult to identify the parent group when deciding to apply a permission.  There is additional complexity considering process groups can have multiple permission groups applied.Clients with large data sets could also have performance impacts with the current Viewing Permission page.What is changing?We will be removing the concept of Viewing Permission groups. Users’ visibility of processes can be applied directly to process groups on the Manage Groups page. We’ll also be adding role support for permissions, so Promasters can quickly apply viewing access by applying a role to a group - every user in a role will be given viewing access. Moving groups and sorting will remain the same on the Manage Groups page, with the

Hi Nintexers, I just wanted to share a simple workaround for the missing support of the "Append Changes to Existing Text" option for Multiline text fields in Nintex Forms for Office 365. Apparently on 26th September Nintex announced that this feature is planned for development, but I can't wait that long...  Support lists with versioning turned on and where "Append Changes to Existing Text" is set to "Yes." – Customer Feedback…  For my solution I was using the new responsive forms but it should work also in the classic ones. What you needRepeating section Multiline text field: Comment/Notes People field: Created by One Rule How to How toMove Note and Created by field into the Repeating Section which is connected to a SharePoint Multiline text column Set the default value of the Created by field to "Current User (Display Name)" Disable the People field Create a rule for the Multiline text field: When not(Note_Created_By==Current User (Login ID)) Then Disable  Advantages• Every comment f

The workflow engine of K2 is by far its most powerful and distinguishing feature compared to other similar tools and platforms in the market. The user friendly interface, rich out of the box (OOB) tools, built in functions all contribute to a quick build and amend capability, making K2 workflow stand out both functionally and technically. The workflow designer canvas is composed of different workflow web parts that can be easily dragged and dropped into the canvas area where they can be connected together to achieve hyper automation.  The main webparts available include: Tasks Decisions Messages/Notification Emails Splits Merges Timers End Block Tasks: Process actioners are defined using tasks. Mandatory properties of tasks that need to be defined for a successful deploy of the workflow include: Name of the task (By default, its set to Task) Recipient of the task (By default set to the originator)  The Smart Form that the task owner will need to action (By default set to a Basic Task f

 “Document Automation” is a term that has traditionally been one directional. It has meant the automation of document outputs from data within a database. However, with the emergence of OCR technologies the phrase “Document Automation” has become bi-directional since it can now also refer to the automation of documents having their data extracted from paper files and pushed to digital form within a database. The market is now beginning to conflate the term. Such is the case for Saleforce’s Intelligent Document Automation and Drawloop’s Document Automation. Since 2006, Drawloop has offered it’s Document Automation tool. Drawloop document generation is a Salesforce add-on accessible from the Salesforce App Exchange. It’s purpose is to provide a low-code solution for merging data from objects in Salesforce to “paper” documents via templates built in MS Word, Excel, PowerPoint or PDF. It’s akin to a powerful mail merge tool, but also offers capabilities that allow for dynamic clauses, dash

Several changes are coming to eSignature across Nintex, and we wanted to provide some answers to a few frequently asked questions to ensure that customers understand what's coming. If you still have questions, please reach out to our support team via your Customer Central Portal, or your account representative through sales@nintex.com.  Q: What is happening to Nintex Sign powered by Adobe Sign? Beginning on December 1, 2021, you will not be able to renew or purchase Nintex Sign powered by Adobe Sign. We value your business and are committed to making it easy to switch your service to Nintex AssureSign when the time is right for you. As you will recall, in June 2021 Nintex announced that we had acquired eSignature pioneer AssureSign and over the past few months has been working diligently to provide our valuable customers with a native eSignature offering that seamlessly integrates with our next generation Nintex Workflow Cloud® platform and our industry-leading Nintex Drawloop DocGen®

On 22nd July 2015 we released Nintex Forms Enterprise edition. Nintex Forms Enterprise includes the ability to bring external database connectivity and web services to forms. In this post I will demonstrate how to use the Web Request Control to create live weather data feed for a Sailboat booking form. The Web Request control allows you to call REST APIs using either GET or POST requests by simply entering basic information such as Service URL, Request Method (GET or POST) and Authentication Type (supported types: Anonymous, Basic Authentication or Windows Authentication) . This control leverages the SharePoint Secure Store Service in order to protect the Credentials . Simply enter the target application id stored in Secure Store Service containing the credentials. For more information about Secure Store Service on SharePoint, see the Microsoft article Configure the Secure Store Service in SharePoint 2013.  This Control also supports multiple display formats similar to Nintex Choice Co

This month, we’re highlighting a feature that, will save you a staggering amount of time and project hours. The document replacement feature is essential for anyone creating eSignature templates for their documents prior to being sent for signature. If you have business processes involving lengthy form packets and multiple forms—or, perhaps, shorter documents prone to minor changes periodically—you will see the greatest level of benefit. What is the new document replacement feature?If you’ve ever used eSignature to digitally transform your business’s forms or documents, you may be familiar with where our inspiration for the document replacement tool originated from. Replacing a template’s document can potentially save weeks (or months) of otherwise wasted time or effort, you must understand the role that layers play when digitizing documents for eSignature… “When users begin ‘creating’ a document for eSignature, they’re actually creating a separate layer on top of the document(s) they’

 When enabled, AssureSign Professional and Enterprise customers can generate a Static Link (URL/link) within the Simple Setup > Template environment. You can then embed that URL/link onto your organization’s intranet or website or send the link to signers by email or by leveraging AssureSign’s Bulk Send function.Signers can click the link to complete/sign your forms and documents. Once submitted, the completed forms are sent back to you (or the document originator) and individually stored with the rest of your “Completed Documents” in the AssureSign Portal.  

Getting started with process documentation and management can be intimidating. Amongst other things, many businesses struggle with how to organize their processes. Thankfully, there are many helpful resources just a mouse-click away that can help us in this endeavor. Regarding process organization specifically, there are many free process reference models available. Perhaps the most popular process reference model is the Cross-Industry Process Classification Framework (PCF) published and managed by the American Productivity & Quality Center (APQC). This reference model is “a list of universal business processes performed by every business, giving you a common language to communicate and define work processes across your organization.” In addition to the Cross-Industry PCF, APQC also offers many industry-specific PCFs. To help our clients develop a useful process framework in Promapp, we have created template of the Cross-Industry PCF for download on our Solution Accelerator Gallery

 Support frontline workers with NWC and Microsoft ShiftsIn the current climate, it is more important than ever to automate internal processes in order to free up employees to focus on mission critical tasks. Using Nintex Workflow Cloud and Microsoft Shifts, we can automate your frontline's shift scheduling and leave request process to support key workers to spend less time on admin and more time doing what they do best.  What is Microsoft Shifts?Microsoft Shifts is a Microsoft Teams add-on that can be used to create schedules for shift workers. In this example MS Shifts will be the scheduling front-end tool. How will we connect NWC with MS Shifts?In order to automate our scheduling process, we will use a custom Extender (which can be downloaded from the Connector Gallery). It utilises the Microsoft Graph API, so you will need to register an app in Azure Active Directory to grant the necessary permissions for interaction with Microsoft Shifts. The next section describes how you create t

Low Code Automation & Nintex K2 Five Journey By Nintex MVP - A Deep Dive into K2 Designer - Part 2 - Smart Views Smart Views are the core user interface, and medium of capturing user input to be sent to the DB via smart object, and is also where data retrieved from a DB can be visualized by the user. Smart Views are often referred to as sections of a form as 1 or multiple views make up a Smart Form. Smart Views can be generated from smart objects, which generates fields representing each column within the smart object. In a Smart View, a field is referred to as a "Control".The controls within a smart view maybe changed to suit the nature of a process, however, the compatibility of your control and its connected data source column data types are vital, as conversion errors may occur if values are passed between non compatible types e.g. Text to Number's or Boolean to Number etc.. There are 2 types of Smart Views. The "Item view" & the "List view". Item View: The item view allows

Low Code Automation & Nintex K2 Five Journey By Nintex MVP - A Deep Dive into K2 Designer - Part 3 - Smart Forms Smart Forms are K2 building blocks that are composed of one or more Smart Views that work together to achieve a specific objective. They are the backbone of a request process. Similarities of Smart Forms and Smart Views: Both are user interfaces that connect to external data sources via smart objects for both reading & writing data. They both are made up of a control designer canvas which developers can use to create new and amend existing controls. They both have a capability for creating Rules consisting of Events, Conditions & Actions for creating functionality in common. Differences between Smart Forms and Smart Views: Smart views enable controls within the view to interact where as a Smart Form also enables view controls to communicate with controls of different views within the form to achieve a specific goal. Smart Views maybe reused in multiple forms to r

Many simple workflow solutions are linear in nature. Using a document review as an example, the simple workflows allow a reviewer to make a decision that is either to approve or reject the document. If they reject, the original author gets informed and the workflow stops. In reality people do not work this way and a document review often involves multiple iterations and reviews until everyone is happy with the document. What the workflow needs is a command to send the document back to the original author for rework but with the simple solutions this concept does not exist so workflow developers end up building complicated loops. I’ve provided an example below using Nintex of how to do this. NB do not copy this example – it is horrible and there is a much better way if you continue reading! In the example you can see that the workflow designer has to set an approval status. If the status = work in progress (WIP), the workflow will loop as many times as is necessary for the reviewer and

Preview from: Is it a process? Many of the clients I work with are just starting their process improvement journey. For the first time in years – perhaps ever – they are working intentionally to get control of their processes, instead of letting their processes have control over them. Part of this initial effort includes identifying and documenting the processes within their team, department, and/or enterprise. Despite their best intentions, many of these process newcomers tend to struggle when it comes to identifying the processes that need to be documented for management and improvement. More specifically, they are sometimes inclined to identify processes that are not really processes at all. In other words – the scope of the “process” is too small and does not need to be managed or improved in isolation. My aim in the content that follows is to provide some helpful and simple guidelines that will aid process champions as they identify, map, manage, and improve processes at the appro