News and Guidelines

PLEASE NOTE: This advice is for those of you who are using On-Prem SharePoint 2013 prior to release 3.2.4.0. It's way easier in 3.2.4.0 as you have the image URL variable! ~~~ Only recently have I started using the "Document Generation" action instead of "Update Word Document" action.    I didn't realize what I had been missing out on. Suddenly, we can insert tables and images easily, as long as we have our populated variables and templates set-up correctly. And the photos can be auto-resized! AND CAPTIONED! Craziness. This is going to save coworkers a LOT of time! I've taken care of the latter part (the template) for you, and it's attached to this post. The rest of this blog will teach you how to put it into use! Let's focus on the idea of having an inspector

"Stop doing the things you know are wrong, that you could stop doing!" ~ Jordan B. Peterson Are there things that you do (or tolerate) that you know - on some level - are wrong (or just not optimal)? Meaning: Things that are not moving you towards your goal(s), but instead moving you further away? Perhaps in your professional career? Specific processes? In your projects? Your hobbies? Or even your relationships? What might those areas of your life look like - in 1 week/month/year - if you stopped doing those things? It's an important question worth contemplating. At least on an RPA-level, we can provide some guidance on how to to do the right things while minimizing the wrong ones. The following resources will help: Automation

Hi Nintex Community!As community managers, it is always fantastic to receive feedback from the community and to know where we can improve.We’ve created this quick online survey to collect your feedback and suggestions. Please click here to complete it and thank you for participating!

As some of you might know, we've recently deprecated the Nintex Workflow for Salesforce app, and that took away the ability to embed an NWC form directly into your Salesforce Lightning page layouts. To address this, we put together a new tool that will allow you to embed your forms as before, and submit them with the context (in this case, Record Id), of the record the form was submitted on.  Here's how to use it:First, download the package from gallery.nintex.com, under the "Tools" section.Once you have the zip file, unzip, and you'll discover 2 different files. One is a component, and one is a design file. Next, you'll want to open up the developer console in your Salesforce Organization. Hit "New", and select "Lightning Component". You're going to then get a prompt that asks you to name the component. Give the compone

I was working on a Nintex Form for a client recently where there were several disabled fields. Actually, based on the type of request they were submitting, anywhere from 2 to 20ish fields could be disabled. The problem was that the default styling of disabled fields is not much different than enabled fields and our client wanted to make it more obvious which fields the user should be focusing on for certain scenarios. Allow me to explain... The Default StylingThe following screenshots show the default Nintex Forms styling. Initially, when the form for this scenario loads, all fields are disabled until a Type of Request is selected. You'll also notice that the Person or Group controls do not have the same white background as all other controls. So, we will address that with this solution as

#RPA #RPASolutions #Robotics #ProcessAutomation #ProcessDiscovery #DigitalTransformation  If you're worried about RPA and what the future holds, you're not alone! While no one can predict the future with 100 percent accuracy, we're here to debunk some of the most common RPA-related myths:  1) Will RPA replace humans?  People will always have an invaluable role in the workplace, especially when it comes to performing creative, collaborative, and interactive work. You can have people spend their valuable time executing mundane, repetitive tasks, or you can offload these processes to your virtual workforce so your teams can focus on the value-added work that only they can perform at a top-notch level.  2) Will RPA replace 100% of my processes?  Typically, 70-80% of rules-based processes can be automated as long as some human resources will always be necessary to resolve issues, develop and maintain the technology. Th

#RPA #Automation #DigitalTransformation #RPASolution #Robotics  The fear of robots taking our jobs is thankfully becoming old hat. Instead, the real question is: how can I utilize technology to get better (and more accurate) outcomes?  That's why we commissioned the Kryon Automation and the Future of Work survey, a global study of employees spanning a range of industries and job titles, to find out.  Check out our key takeaways below:  Takeaway 1: Employees are Eager for Automation  Employees no longer fear automation. In fact, they embrace it. 100% of our respondents shared that they understood the value of automation, with 46% weighing in that it can help save time on repetitive administrative tasks and allow them to tackle the more challenging aspects of their positions. While many companies have only scratched the surface when it comes to implementing automation, the desire for RPA solutions opens up a vast ar

Managing Training Seats for Nintex UniversityBodyTopicManaging Nintex University Seats for https://learn.nintex.com Instructions Training Seats are no longer a requirement for https://learn.nintex.com  If you have any questions regarding this topic please reach out to your Account Management TeamRelated Linkshttps://learn.nintex.com 

#RPA #Automation #DigitalTransformation #ProcessDiscovery #ProcessAutomation  To stay competitive in today's new world of work, organizations need a strategy in place to select, implement, and successfully scale various automation technologies. But how can they make it less daunting?  Join Hyperscience's VP of Corporate Development and Kryon CMO, Julie Shafiki, to learn how leading organizations across banking & financial services, insurance, healthcare, and public sectors are leveraging AI/ML to unlock efficiencies, elevate the customer experience, and fuel business growth.  We'll break down how state-of-the-art Machine Learning and human-in-the-loop functionality are redefining human and machine collaboration as well as shaping workplace and business models now and into the future.  Save your seat here: https://bit.ly/3E1dT9l 

#RPA #ProcessDiscovery #ProcessAutomation #Automation #DigitalTransformation  Together, we'll explore how Process Discovery and RPA can help you exceed your automation goals and find your way to the path of digital excellence.  Save your seat now to learn how businesses around the world ar exploring the possibilities of automation, productivity, customer experience, and much more - we'll even share how you can help your organization gain a competitive edge.  Learn more here: https://bit.ly/3mTkrRm

 We're excited to be answering some of the most frequently asked RPA questions across the web! Check out what these RPA specialists had to say about making a splash in the RPA industry with a C# background:  1) "The shorter answer: 'yes'! The longer answer: Expanding your skills is something that we should always be doing. The more you can get into the habit of perpetually learning, the more you’ll survive and thrive in the exciting (and scary) years ahead. What is more important than having C# programming skills is the mindset and mentality that you have. That fits very well with any RPA platform. In reality, you’re not going to be doing too much programming - which is why we've had career changers like audit managers and tax consultants join our organization as RPA developers. However, knowing how to program is going to make you stand out and be confident that you can tackle any project.  Most importantly - if you are

SharePoint web services can be used to manage content, as well as site settings and some configuration. You can read more about the SharePoint REST service here. Nintex Workflow Cloud provides many out of the box actions for provisioning of objects in SharePoint Online; however sometimes we might want to apply further settings to newly provisioned sites and site collections than those actions allow.  Enter the new Call a SharePoint web service action!  In this example we'll see how site provisioning form has been created in NWC, with options to allow the requester to specify particular commonly used features they would like to have activated on their new site. Our simple form below offers the requester the ability to switch on the following features

#RPA #Scalability #Robotics #Robots #Automation #ProcessAutomation #ProcessDiscovery  What can you do to prepare your business for the next disaster?  Join us in our on-demand webinar, where we cover scalability as a barrier of RPA in enterprise organizations. We'll share innovative solutions that will keep you prepared for the business interruptions of the future.  Meet us online, and we'll share:  -Why only 13% of enterprise RPA solutions utilize more than 50 robots and how to get that number to 500+-How automated process discovery eliminates the cost of expensive consultants and delivers a three-year ROI rate of 352%-How to solve scalability and TCO issues by moving to the cloud with Full-Cycle Automation as-a-Service, the future of RPA.  Catch up with us here: https://bit.ly/3tobG32 

Hello RPA Community, It’s been about two weeks since we released Nintex Bot 17.4.1. Thanks again for your patience while we worked through the issues with 17.4.0. Like I mentioned in my previous posts, we introduced changes that were meant to increase the reliability and stability of Bot and its communication with RPA Central over the course of the last few releases, starting with 17.2.0, and had completed those changes with 17.4.0. We also introduced support for Shadow DOM in that release. However, we found that some new issues cropped up with some of your botflows and some old issues came back after our releases. To make sure 17.4.1 had what we had intended for in 17.4.0, we redoubled our efforts to make the communications across the RPA platform even more robust and reliable. DetailsIn 17.2.0, w

IntroductionThere will be certain circumstances where one would start an NWC process, have some records written to a third-party system and then pause processing of the NWC process while waiting for the external system to process these records. Once these records have been processed, NWC should then continue the process as these processed records can then be used by the process. For example, if we have received some shipping containers, the contents will need to be inspected and the results entered into a separate system that cannot be called directly from NWC. There is a batch job that runs once every 30 minutes, which will process these items and mark them as inspected and received. Once that is completed, we need to tell the NWC process to continue down the payment process.As a side note, this particular example could be a good fit for RPA, which can be initiated from NWC as well. The SolutionA simple way to implement this is t

Hi All How to Update Multiple Values Select Lookup ?    We can Update Multiple Values Select Lookup column using REST API in Nintex WorkflowWhy Rest ?   When you are using SharePoint Default Update  Action to update, you will get below error, to avoid this we have use REST API  Error Detail  When use Update List Item Action {"error":{"code":"-1, Microsoft.SharePoint.Client.InvalidClientQueryException","message":{"lang":"en-US","value":"A 'PrimitiveValue' node with non-null value was found when trying to read the value of a navigation property; however, a 'StartArray' node, a 'StartObject' node, or a 'PrimitiveValue' node with null value was expected."}}} Bad Request about  this error you may heard, like Micros

IntroductionWith Salesforce making the transition from classic to lightning, I wanted create this blog post to demonstrate how Nintex RPA can work within Salesforce lightning and can easily create new accounts using data from an excel spreadsheet.   Walking through the BotflowThe Botflow I am walking through in this blog is available to download from our Nintex Gallery at this link. Place the folder with the spreadsheet on the desktop and you will need to update the credentials variable for Salesforce, and the variable for the Salesforce URL to point to your Salesforce tenant.  Let’s say you have a spreadsheet full of new account data, maybe from attending a conference or migrating to Salesforce from another line of business system.  Instead of having an employee enter 10

We are happy to announce that in the last quarter, we released new on-demand training for Nintex Workflow Cloud. This is a popular product and to cater to our ever-growing customers’ need, we have created and released a brand-new series of courses that covers all the foundational concepts for this platform. Wondering what’s new? Why should I take this training? How will it benefit me? We have answers to these commonly asked questions. See below: What’s New:The on-demand training is divided into 4 recommended courses: Each of these courses is carefully designed keeping in mind the concepts, and topics, along with hands-on experiences to practice those skills. The courses are

#RPA #CustomerSatisfaction #CustomerService #RPAUseCase #Robotics #ProcessDiscovery #ProcessAutomation  Call centers are on the frontlines of customer service and can also make or break a customer's experience with a company. How can RPA help to maximize sales and customer satisfaction through fast, reliable, and personal service? By:  A) Getting your customer service reps up-to-speed With the right RPA solution, it's easy to make your customer service reps have the training they need to thrive with a minimal investment in time and resources. The way it works is simple: robots efficiently guide your new hires through the procedures they need to know via on-screen balloon tips. This can work for directing employees in what they should say, things they should keep in mind, and processes they should utilize for fast, personal, and reliable service. Kryon’s attended automation can do exactly that. B) Improving cust

We’d like to offer our members a new area where you can discuss anything about the community: the Community Hub! If you would like to give us feedback, need help or would like to know how any of the community features work, we can show you or create any new community guidelines you may need. We will also share any exciting community related news with you here! This area is for you.  For all Product Feedback and ideas, you should still use Nintex User Voice. Be s

 Especially in the domain of contact centers, today's consumers demand quality service. Here are a few examples of what we mean and how RPA can help:  -88% of customers won't wait more than 5 minutes for service-72% expect customer service reps to already know what they have purchased-67% admit to having higher standards for customer experience than ever before.  So what can RPA do to help ensure a better customer experience while saving businesses the time and stress involved? It can empower contact centers to offer superior service, boost sales, and minimize costs - often at the same time. Here's a recent example of just how much time can be saved:  -60% of customer service reps shared that their company doesn't always give employees the technology needed to address customer service challenges.  Recently, a contact center for a subsidiary of a large insurance company  began using Kryon Unatt

Objective of this project is to ask vendors and partners fill out a form with their company details. This information needs to be saved in SharePoint for internal team to look over and process further. The supplementary documents uploaded with this form also needs to be available internally. The attachment control in NWC form uploads all the files to Default file storage. The available locations for default storage is Dropbox for Business, Box, Citrix ShareFile, Google Drive and MS OneDrive for Business. Files cannot be saved directly into SharePoint (as of now). For this example, I am utilizing MS OneDrive for business to store the files. Here is what my workflow looks like:The first step in the workflow is to create the item in the SharePoint list using the inform

Today, we are excited to announce the Nintex Intelligent PDF Forms Converter for Nintex Workflow Cloud is now available for purchase!If you are not familiar the Intelligent PDF Forms Converter (IPFC), the IPFC is an AI-based capability within Nintex Workflow Cloud Forms that allows you to instantly convert static PDFs into interactive digital forms with just a few clicks. To see the new capability in action, check out the video below.

We've consulted a few RPA specialists to learn more about the future of RPA and the role itwill play in the IT industry. Check out what these experts had to say:  1) "The future scope of RPA is very high. According to a recent report by McKinsey and Company on emerging and disruptive technologies, it is predicted that automation technologies, such as robotic process automation (RPA), will have a potential economic impact of nearly $6.7 trillion by 2025. Given these statistics, it’s obvious the growth of RPA is happening quickly, and RPA is poised to grow into one of the leading technological platforms and is expected to become a standard for positive business outcomes and performance."  2) "RPA will be one of the biggest game-changers in the IT industry.  Every company wants accuracy, increased productivity, decreased costs, etc. Automation is the answer for these goals. They will augment humans and will help them in various ta

This blog describes how to enable "Document Generation" feature on SharePoint 2013 on-premise server.Prerequisites: Nintex Live is installed and running on your farm.Go to Central Administration > Nintex Workflow Management > Nintex Live and external Settings Click on "Enable" next to "Enable prerequisite service" on top. Under Nintex Live heading, click on "Activate" next to "Document Generation capability" feature.The above steps makes the "Document Generation" feature start and running.Now, you have to add "Document Generation" workflow action to allowed workflow actions on your farm.Go to Nintex Workflow Management > Manage allowed actions Check/Select "Document Generation" workflow action. Click on "OK".Now, make sure you see "Document Generation" workflow action available for use. For that, create a wo