News and Guidelines

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

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 G

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

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 n

 “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 aki

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

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

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

 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

 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

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 n

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 view

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 c

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 wor

Low Code Automation & Nintex K2 Five Journey By Nintex MVP - A Deep Dive into K2 Designer - Part 1 - Smart Objects Following my last post which introduced the 3 K2 modules, K2 Workspace, K2 Designer & K2 Management. This article provides deeper insight into K2 Designer and its first building block "Smart Objects". This is part 1 of "A Deep Dive into K2 Designer" and will be followed with articles that drill deeper into the other K2 Designer building blocks "Smart Views", "Smart Forms" and "Workflow". Smart Objects: Being a middle layer between the external data source and the user interface via a service object, there are 3 types of smart objects in K2. The "Smart Box", "Advanced Smart Object" & the "Composite Smart Object". Smart Box:The Smart box is a smart object that automatically creates a storage location with a local system DB. It is not recommended to use a smart b

There comes a point in every organization where we need to keep growing and the end result is hiring more staff and larger operating budgets.Our teams are telling us that they are simply too busy and do not have capacity to take on new initiatives.Having used K2 extensively for the past 7 years as both a customer and a consultant for customers, I have gained extensive knowledge and insights that I would like to share with you.Most organizations evolve into a workforce suffering from administration overload and fatigue. I bet you have heard about the story of the frog and the boiling water. We go through our daily routines without noticing the gradual changes, which causes all sorts of problems when it is simply too late to remedy them. By our very nature, humans like routines — they make us feel comfortable and we prefer to operate in our comfort zone for a reason. Never let the “slow boiling water” kill you. Business Process Automation has ma

I must have one of the best jobs ever! Could this be due to the fact that:·        I am daily changing the lives of others?·        I am able to build whatever solution I can think of?·        I have absolute confidence in what I promise and will deliver?·        I facilitate change?·        I can do all this in the comfort of my home?How?I am armed with one of the best development tools I have ever came across.K2 is a game changer, every time. I often get asked the question – what is K2 and what can we do with it? I find it difficult to put K2 in a box, since great things are not easily boxed. My response to this question is often, whatever you want - I can create with K2.It is not an HR Tool or a Purchasing Toolset etc., but could be all of that and hence my personal motto:If you can think it, you can build it with K2. After walking the change journey with a few corporates n

Having been actively developing solutions using K2/SQL as the main vehicle for the last 7 years, I have certainly been able to considerably change the modus operandi of various corporates.I am now completing my latest customer engagement after 12 months of committing 50% of my available time.The times that we find ourselves in, has drastically shifted the mindsets and the trust required to allow remote working and this allowed me to complete the entire outsourcing project whilst only requiring 2 customer visits – ideal when 1700 kms apart.K2 has allowed me to introduce the following benefits into these corporates with relative ease:Visibility, Performance Improvements, Reduced Paper and Easy retrieval of filed documents, Cost Saving, Reduction in Administrative Tasks and so much more.Not only is the turnaround time of solutions lightning fast compared to traditional technologies, but what is attractive, is the reduce resourc

Having reached the first milestone of my Outsourcing Contract with my new Customer - 45 days, I now have the time to reflect on my experience. What Covid has taught me is that Corporates are a lot more reluctant to spend money without being assured of their investments.I got asked the question this week on what the actual timeframe is for a return on investment when implementing K2. Often the questions are accompanied by comments like: "it is all just promises from Sales" and "how big is your development team?".My first response is always: I am not in Sales and do not have the luxury of a Team to work in and therefore my experiences are real and therefore I am able to reflect as such.As a One-Man Team, I do the Analysis, Database Design, Development, Training, and Support, and obviously, this needs to be factored into what is possible and the answer to this question.I am very fortunate to have had the opportunity to implement automation

As promised at the end of last week, I would give some details pertaining to the Vendor Reconciliation solution that I was asked to design using K2. This again demonstrated the value of a great enabling tool like K2. It also clearly underlines my views on how K2 becomes the glue that connects solutions (referred to as dots). Solutions becomes more complex when connecting 2 or more dots, but it also increases the benefits exponentially.Therefore, single dots add value, but more than one dot is a certain game changer.From a timing point-of-view, I was asked on Friday, a specification approved on Tuesday and the solution ready for implementation on Friday. This demonstrates the agility of K2 and more importantly the value of the journey and the availability of dots to connect.An overview of the Existing ProcessA Creditor clerk receives a Vendor Statement, prints it out as well as the associated invoices. An XL recon gets prepared an

Learn the true definition of process excellence and uncover the power of a center of excellence What is it? Process excellence is an orientation and a culture within an organization that aspires to be more effective, efficient and engaged in achieving consistently higher outcomes for everyone involved. That kind of focus needs to be cultivated. It is not the result of a one-off project or a lucky break with a few good hires. It is designed, maintained, and it is driven with those outcomes in mind.What is involved in Operational Excellence? It does not just happen by itself! 

Low Code Automation & Nintex K2 Five Journey By Nintex MVP - Introduction to Nintex K2 Five and its 3 Core Modules - K2 Workspace, K2 Designer, K2 Management Nintex K2 Five is a leading low code platform that enables process automation and application building via low code and citizen development. K2 consists of 3 main consoles. The K2 Workspace, K2 Designer and K2 Management. K2 Workspace is the landing hub of the platform. It is the transit area which a user may use to navigate to the other 2 modules of K2 mentioned above. It also acts as a user’s dashboard, where users may view their inbox for tasks pending their action, links to forms they had created, reports of their process usage and a link to the App store which they may use for downloading apps built by other members of the community to incorporate them within their development process. The workspace may also be customized to specific corporate requirements.

Low Code Automation & Nintex K2 Five Journey By Nintex MVP - Starting your automation journey using low code in 10 steps To kick start your automation, your starting point would be a. An analysis to your corporate processes to identify the number of processes that require automation (Define scope) b. Their current state (fully unautomated or semi automated). To get a glimpse of what is required. To identify how well the processes are defined and whether they are robust or if they require optimization and improvement Identify common sets of data that are redundant across multiple forms e.g. Employee Data which is used on most corporate request forms. This will be helpful in planning for the creation of common objects for reusability which is one of the most beneficial features of low code platforms that eliminate redundant effort