News and Guidelines

Whether you are a customer that is building solutions for your organization, or you are a partner that is delivering solutions for your customers – Nintex is committed to your success. Today we are excited to bring you even more innovative and intelligent process automation (IPA) software solutions by acquiring Kryon, a process discovery innovator and robotic process automation (RPA) leader, to further extend the IPA capabilities of the Nintex Process Platform. Kryon is Nintex’s first acquisition under its new 

This document demonstrates and explains how to optimally design a more complex, data-set-driven workflow in Kryon RPA. Please note: This will be presented and explained using an example (and Excel), not an actual productive workflow. The design approach and methodology still apply and can be easily adapted for data in Flat-files, databases, etc.

Our Nintex Ideas site allows you to submit new enhancement requests or vote on existing requests that add value to the Nintex Process Platform. Our Product Management regularly visits the site to check the feedback left. When creating a new enhancement request, please:Check if there is an existing enhancement request already for the feature. Votes significantly increase the weight of the enhancement request. Adding a vote and commenting on an existing feature request is the best way to raise its priority. If there are no existing feature requests for the idea: Create a brief title describing what the idea is about. Write a summary of the enhancement, the problem it solves, and what the current product does instead. Include a use case for the new feature. (i.e., when doing XYZ, this would allow the Nintex product to do ABC). D

Process lies at the heart of how a business operates. It’s a determining factor in a wide range of business outcomes. It affects how agile, productive and competitive your organization is. Ultimately, broken processes hit businesses' bottom lines. For organizations of all sizes, automating processes is essential to digital transformation success. How should an organization prepare for the journey to automation maturity? Learn more in Nintex’s Process Automation Maturity Model: https://resources.nintex.com/process-automation-platform/process-auto-maturity-model?utm_source=direct

! This article is out of date! Please reach out to your account manager or CSM if you are interested in running the script in your environment. The Know Your Workflow ScriptThe Nintex Know Your Workflow (KYWF) script is a handy tool provided by Nintex that allows you to get a better understanding of the workflows that are running within your SharePoint On-Prem environment. In this post we're going to review how this script can be used to not only audit where your workflow are, but also help build a Master Workflow List to help you prepare for your migration to cloud. This download will include the script itself and instructions on how the script can be run. You will run the script on one of your Web Front End SharePoint Servers that are licensed

 In order to update the k2 application certificate you need to do the following steps on the IIS and the k2 application, this is one way of updating the certificate as I'm sure there's others. In this approach you will be able to access both the old url "localhost" and the new one.   Prerequisite:SSL Certificate for your new DomainURL, and its added to the K2 server certificates. Login in into the K2 server as administrator or as the setup account.   Configuring the IIS:  Step 1: Open the IIS by typing IIS on the Windows search. Step 2: Expand the Sites to reach to the

Our biggest event of the year, Nintex ProcessFest® 2022, is just weeks away. Registration is free and open to all Nintex customers and partners, and anyone interested in automating, digitizing and transforming work. Save the date and register now. Nintex ProcessFest® 2022 is taking place virtually over 24-hours, kicking off with a global broadcast of the keynote on Tuesday, March 1, 2022 at 12 p.m. Eastern. The agenda includes global and local sessions scheduled for various time zones to ensure participants from every region of the world may network with their peers in real-time.And we want to YOU to have a role in the event. Send your questions for Nintex CEO Eric JohnsonIf you could ask Nintex CEO Eric Johnson anything about Nintex and our technology, what would you ask? Eric wants to answer your questions and share his insights.

Very often we have a scenario where it is difficult to upfront decide on the number of level of approvals or eye checks needed in a workflow. Have got the same request twice this week so thought of putting it down in a blog. Today I will show you on how we can achieve dynamic level of approvals straight out of the box from NWC itself without having to do any major customization. Do note, though the screenshot and references are of NWC, the same can be achieved in Nintex for SharePoint on-premise as well as Nintex for office 365. To achieve this, I have used the best friend of a workflow designer, Branch by Stage Action.In my example I have 3 parties who will evaluate the requestLegal Procurement ManagementIn the screenshot above you will see an extra st

To date in Nintex Workflow Cloud (NWC), designers and developers have had the capability to publish changes to any type of workflow. If this works for you, you can leave this setting in place...however, if your organisation insists on additional governance or demands greater visibility of when changes are being made, NWC now offers configuration options to specify who should have the ability to publish changes to workflow. Let's find out more! Your admins will find new options available on the Workflow settings page under Settings. The Workflow publishing section is where to look to begin configuring the new feature.  When you first visit this page, the Designer and Developer option will be selected under Workflow publishing. This is the status quo...how NWC has wo

Update - August 20th (17.4.1 now available)Hello, RPA Community,Thanks again for your patience while we got the Google Chrome issues fixed in the latest release. Nintex Bot 17.4.1 is now available -- I strongly encourage you to install this version as soon as possible, and not only if you're targeting Chrome in your botflows.  You do NOT need to update RPA Central as long as you updated it last week. Note that we released a new Chrome Extension today as well -- 1.2.0.0. The combination of 17.4.1 and the new Chrome extension should greatly improve the speed and reliability when designing or running botflows that target Chrome. Thanks again,Mike

Periodically users will generate a document inside of Nintex Workflow Cloud or SharePoint Online Nintex and place a signature in that document.  When you tag the document, that signature will be very large.  Here is how you resize that signature image.  The key is in the Word document under "Picture Format" to select "Selection Pane" and put your tag in that pane.   Video below to see it in action.

Great news Nintex K2 five users !  You no longer need to keep visiting Error management page just to keep checking on any K2 workflow errors. Old timers with K2 platform wanted a feature where notifications are sent to IT or Business team for any erroring instances on K2 Five platform. Now you can do exactly that by configuring a new workflow to start on any error, see the start pane below   A simple example scenario would be to send your IT Administrator notifications so they can action the error. You can also setup an advanced scenario where K2 automatically retries ay any error instance automatically so you don't have to. More details are available at below Nintex link-

Automate your first K2 process"Request/Renewal of Company ID" #Nintex MVP#K2 Five https://www.youtube.com/watch?v=Me0zdvn8RSU 

 Why can’t I see my AssureSign template in Nintex Workflow Cloud?Currently only “non-partial” templates are available within the integration with Nintex Workflow Cloud. If you have a template configured in AssureSign and do not see it in the Nintex Workflow Cloud ‘Get a signature’ action, it is most likely because the template in AssureSign is in a partial state.  What is a partial template?A partial template is any template in AssureSign that is missing a component that could put it into an “incompletable” state. For example, if you have Signer 1 and the sender input of [Signer 1 Email], no SMS support, and then make the [Signer 1 Email] input optional, the templa

Hello.The learning team at Nintex is pleased to announce that we have released brand new On-demand courses for Nintex Workflow Cloud Expert Series. We now have a full array of courses for Nintex Workflow Cloud on demand if you need. Please take full advantage of these courses to learn all about this powerful platform. The expert courses are now available on learn site as below: Please note:We have released 3 new expert courses and we recommend, that the users should navigate these courses in sequence as shown in the picture. However, if not sequentially, we strongly recommend that you start your learning journey by first visiting the Advanced Form Features course. This is the first recommended course since it is based on several foundational courses form the Practitioner cou

[Update: 14 April 2023]Nintex for O365 does not support the changing of the domain name for SharePoint Online. Note the list (not exhaustive) of issues that will be encountered: The Nintex Workflow app will not be accessible Runtime issues with workflows that contain Copy an item action Workflows with conditional start can’t be republished Runtime issues with child workflows Issues with Nintex list forms that will require republishing Existing Nintex task forms are brokenAbove are some of the issues discovered and is not an exhaustive list. Note that the changing of domain name feature was released recently after SharePoint Online has been in market for a while, there has been no provision built into the Nintex for O365 products to support this change. Therefore, extensive product updates will need to be made to fully support the changing of domain name for SharePoint Online which Nintex will not be

Nintex has evaluated both its on-premises products and cloud-based capabilities with respect to the Zero Day Remote Code Execution (RCE) Vulnerability in Java Logging Package Log4j and Log4Shell. NVD - CVE-2021-44228 (nist.gov).   Nintex can confirm that we have found no areas of concern and can state that Nintex on-premises products are not affected. Nintex can also confirm that we have found no areas of concern and can state that Nintex cloud-based capabilities are not directly affected. We continue to work with our supply chain vendors to establish any potential issues.1. Has Nintex organization investigated the Zero Day Remote Code Execution (RCE) Vulnerability in Java Logging

Please refer to: https://help.nintex.com/en-US/platform/AllowlistIPAddresses.htm

 Using Dynamic Data Dynamically Populating Documents eSignatures customers can often encounter times where they want to dynamically position signing fields inside their documents, but either do not want to, or are not able to, manage their document templates directly within the eSignature tool itself. One example of this is when combining the capabilities of Nintex Document Generation and eSignature to dynamically pull information from a given system of record and populate it into a document (DocGen) before sending it out for approval and signature. Historically, customers that leveraged Adobe Sign as part of their Nintex Workflows or Drawloop Delivery Options could use Adobe Sign Tags to indicate where signature fields should be populated in the document when it was sent to the Adobe eSign servi

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.

 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

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 appro

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 av

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 mor

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