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1320 Topics
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cassymfreeman
posted in News
Getting disconnected data from your Nintex Form into your Nintex Workflow

Sometimes we have disconnected data in our form that we do not require in the underlying list, but may need as part of our workflow process.In this example I show you how to utilise the very helpful Form Data available in Nintex Workflow to pull information from the form that submitted the data in the first place. List SettingsCustom list with title field as standard called "FormDataDemo" Form SettingsCustomise the "FormDataDemo" list using Nintex Forms Add Single Line Textbox control to the form with the following settings: Name:  UnconnectedTextBox Connected to:  Not connected Data type:  String Publish the form Workflow SettingsNew nintex workflow on list "FormDataDemo" Start when items are created Query XML action: XML source:  XML XML:  {ItemProperty:FormData} Output 1 - XPath:  /FormVariables/UnconnectedTextBox Store result in: New variable "vTextUnconnectedTextBox" Log in history list:  vTextUnconnectedTextBox  Of course you are likely wanting to work with that value, not

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3 years ago
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greenawayrNovice
posted in News
Turning Attachments into working documents - Part Deux

A while back I wrote this blog about copying attachments from a list item to a document library. Well times have moved on and technologies change. I'm currently learning my way around O365 and of course Nintex Workflow and Forms for the platform. My requirement this time was similar, but with a twist. I'm creating a Mobile App that will allow frontline users to go out to sites and fill in inspection forms. The customer is keen for these inspections to be visually orientated so therefore they're going to be taking pictures on tablets to provide evidence that a section has met standards. At least 1 photo needs to be taken for each section. A section is going to be a particular area of the store (Front of House, store room etc). We then need to be able to easily identify section the photo was taken via metadata.To achieve this we created our form with an attachment control for each section. This gives the user a nice easy way to associate the pictures with a certain section, and crucially

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3 years ago
stephencoxy
stephencoxyNintex Employee
posted in News
Nintex Hawkeye Support Status Notice

Due to the launch of and upgrade to Nintex Analytics, support for and access to Nintex Hawkeye will end on May 3, 2021. If you have not yet upgraded to Nintex Analytics, you will need to do this before May 3, 2021. See the Nintex Analytics quick start guide for information on how to upgrade to Nintex Analytics in 5 easy steps. If you have already upgraded to Nintex Analytics, you don’t need to take any action. Why has Nintex Analytics replaced Nintex Hawkeye?Nintex Analytics provides the same great functionality you had in Nintex Hawkeye, plus much more. Based on feedback from customers like you, Nintex Analytics was built to ensure data accuracy and scalability while continuing to provide easy-to-use reporting capabilities. With Nintex Analytics, you’ll have a robust infrastructure, pre-built dashboards and a wide variety of widgets to give you visibility into workflows across your entire Nintex deployment.The construct of lenses in Nintex Hawkeye will no longer exist in Nintex Analyt

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stephencoxy
3 years ago
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cassymfreeman
posted in News
All things Delegation

A question was posted about delegation the other day and it made me realise that there is quite a lot to know about delegation that can be picked up along the way, so thought I would blog about everything I have learnt to date!Tasks that allow delegation:Assign flexi taskIn the configuration of this action the workflow developer has a few of options for delegation:Action tab – Allow delegationThe help for this option states:When this option is selected, the assignee at runtime can delegate the task to another user. Changing the 'Allow delegation' option on the 'Action' screen is the same as changing the 'Allow delegation' option for all assignees on the 'Task Notification' ribbon option.This means that when the task assignee opens the task to respond, they will see a link to delegate the task to someone else.  They can choose this person on a task by task basis.  The link will look something like this:Task Notification tab – Allow delegationThe help for this option states:When this opt

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Sylvain
3 years ago
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burkedNintex Employee
posted in News
Google Workspace + Nintex DocGen Part 2: Adding Rows to a Static Google Sheet

In part one of this series we reviewed using a Google Doc as a template with the Generate Document action in Nintex Workflow Cloud. In this example we'll go into some more detail around adding Document Generation tags into a Google Sheet and appending rows using the new Google Sheets actions before generating the document. As was the case with the Google Doc setup from the previous post, we will be using the Google Workspace Export Xtension from the Nintex Process Accelerator gallery.   If you'd prefer to watch a walkthrough rather than read about it, please check out the video below.  To start, you will want a Google Sheet to work with. In my example I've created a new Google Sheet titled 'New Spreadsheet'.  Within this sheet you can put some header information where you might be including repeating data. Additionally you may want to configure some labels for static data. In my example, I included a 'Name' label in the cell next to where I plan to bring in data.   Once the Google shee

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3 years ago
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aclokeNintex Employee
posted in News
7 Years of growth in the Nintex Community

When the Nintex Community was first launched in 2014, its main purpose was to provide an online forum where Nintex customers and partners could ask questions, find solutions, and share knowledge.  If you were one of the early participants in the Nintex Community, you may recall that this is what it looked like!How far we’ve come!Obviously, the Nintex Community site that we all know and love now no longer looks like that, but it’s always nice to remember where we started. Seven years and 20,000+ registered members later, the purpose of the Nintex Community hasn’t changed. Rather, the Nintex Process Platform has evolved. From product redesigns and new capabilities, to an increasing number of resources available, Nintex has continued to grow and support our customers. And since 2014, we’ve acquired four companies:Drawloop, which is now Nintex Drawloop DocGen®, providing document generation capabilities. Promapp, which is our product Nintex Promapp®, adding process mapping capabilities. En

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3 years ago
DocFather_Ray
DocFather_RayNintex Employee
posted in News
Automate Chrome or IE tasks with Nintex RPA

If you have a requirement to automate tasks with Chrome or Internet Explorer, Nintex RPA can help you out. Nintex RPA allows you to configure actions that will replicate clicks, keystrokes and copy methods to push and pull data from the web. Some of the most common actions used are 'Send Value', 'Select Item', 'Click' and 'Get Value'. And we will cover these popular actions below as we navigate an FDIC page: Targeting       When using Nintex RPA to interact with either Chrome or IE, you will need to use the targeting tool.The targeting tool looks like a crosshair and it’s located at the upper left corner of the Nintex RPA app. You must click-and-hold the crosshair icon and hover over the portion of the web page you’d like to interact with. Once you are highlighting the part of the page you’d like to select, you can then release the crosshair. After releasing, you will be re-routed to Nintex RPA and see a list of tailored actions that you can use to interact with the highlighted portion

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3 years ago
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theroselavelle
posted in News
Need help choosing the best method for UI automation?

I'm a fan of Kryon's “decision helper”! You can check out the guide to see how you can find the right automation method to employ for your workflows and wizards during development here. Have any questions about the process? Let me know in the comments below!

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3 years ago
dchersels
dcherselsNintex Employee
posted in News
Using Azure Data Factory to Replicate On-Premises Data

What is Azure Data Factory?In essence, it is a service that lets you transfer data between systems, bi-directionally if you require it to. Azure Data factory has a vast number of connectors available, making it really easy to import (and export) data from pretty much any standard data source out there. Some examples include: Azure SQL Excel (why is this not in a DB?) Microsoft Access MySQL OData Oracle REST services SAP ECC ServiceNow  Why should I care?Most companies understand the benefits of moving to the cloud and have a roadmap in place to get there. The challenge is that not all systems move over to the cloud at the same time. And as we all know, most applications make use of more than one data source. This creates a chicken and egg type of dilemma, what system moves to the cloud first and how do we keep the dependent systems still stuck on premises functional? We can pay for a VPN or a similar solution that creates a tunnel between our on-premises network and the

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dchersels
3 years ago
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burkedNintex Employee
posted in News
Google Workspace + Nintex DocGen Part 1: Google Docs as templates

**Update 4/8/2021** Mimetypes for Google Slides and PowerPoint have been added to the Xtension and the table reference inline.With the recent rollout of a wide-variety of Google Workspace actions (Five New Connectors with over 30 actions total!), I wanted to build on the work the team did, and provide an additional action that will allow for incorporating Google Sheets and Google Docs into our native Document Generation functionality. The goal of this blog series will be to address two questions: 1) How do we use Google Sheets / Google Docs as templates for generating documents within a Nintex Workflow; and 2) How do we insert multiple rows of data into a table for document generation. For this first blog we'll cover using Google Docs as a template.  To start, I created an Xtension for Google Workspace that will export Google Sheets / Docs into a variety of file types.  It's fairly straightforward to add into your environment and the setup instructions are included at the link above. O

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3 years ago
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pesikwaneNovice
posted in News
A Simple Time Sheet Solution - Part 1

Greetings Most of the discussions I have with customers who are introduced to our Nintex Platform are ideas of processes they would like to automate within their environment. Some examples typically include; Employee onboarding/offboarding, Problem Identification/Safety Inspections, Travel Requests etc. I decided to do something a bit different, namely a Time Sheet Solution; just to show you guys how to approach a process you'd like to automate using Nintex, once you've taken time to understand and disect it using Promapp like I have below: In part 1 of this blog, I've done a +/- 12 minute introduction to how I broke down the Solution using some of the tips and tricks we've covered in our recent Workflow Pro's EMEA webinar. In this first part I give a short description on how the solution works, and as I continue with this blog series I will dive deeper into the solution.   I hope you guys enjoy this! Continue to part 2

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ajcrow
3 years ago
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AndyHayesNintex Employee
posted in News
Start NWC/K2 workflows with Twilio SMS

Enabling your users or customers to be involved in your business processes via SMS, is a function that is somewhat a necessity in this digital transformation world. Allowing your users to start a workflow via SMS is a great fit for processes such as Customer Feedback, GDPR verification/consent, etc. Or you might even want to create an SMS mailroom, that will allow your users to reply to SMS messages to make those “lazy” decisions on existing user tasks. In this blog post, we are going to have some fun and go step by step with putting together an SMS Workflow solution with NWC and/or K2. No developer/coding skills are required since we will be using the Pre-Sales team’s webhook configuration app, which we can use for prototyping and Proof of concepts just like this. The app will take care of the code that we usually need to put in place for the Twilio Webhook. There are 4 steps to putting together this solution. Create NWC or K2 Workflow– 10 mins Set up a Twilio webhook via the configur

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3 years ago
MattHSpears
MattHSpearsNintex Employee
posted in News
Prioritizing with a decision matrix

Preview from: Prioritizing with a decision matrix For most of us, implementing a process management program across the entire business in one fell swoop is just not possible. There are too many processes to document and too few resources to plan and execute properly. Facing this reality means planning on multiple phases of implementation – which begs the question: What processes do you start with? See full post here: Prioritizing with a decision matrix

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MattHSpears
3 years ago
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Ayelet___Ly8v__
posted in News
What opportunities are there for automation in the healthcare industry?

The sky's the limit - especially right now!  Meet us for a webinar on March 9th, at 5:00 IST to learn more.  Our wizards, Vita Zlotva and Dor Haim, will deep dive into: - RPA and the world’s fastest COVID-19 vaccination drive- Other automation use cases in the healthcare domain- How to successfully kickstart your automation journey  and more! Save your spot here:https://www.kryonsystems.com/webinars-events/

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3 years ago
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Ayelet___Ly8v__
posted in News
Know what the best processes for RPA are?

Tell us what you know in the comments below!  In the meantime, learn more in this quick eBook we created just for you.  We’ve broken down the top three criteria you should keep in mind when choosing which processes will offer you the most value from RPA.  Let's get started - check out the document below!   

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3 years ago
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DavidStephenNintex Employee
posted in News
Stop copying and pasting data out of Salesforce

Control C Control V Control C Control V Control C Control V Control C Control V… When there is more than 4 fields to copy data out of any system and paste somewhere else the fun meter goes way down. Let's talk about ways to enhance the fun with Nintex… or at least save you some time. There are always many ways to the finish line but I am going to focus on one way to tackle this. There are two Nintex solutions being used. Nintex’s RPA solution and Nintex Workflow Cloud (NWC). PROBLEM I have data in Salesforce.   Every time this data is saved I have to copy and paste into a 3rd party form.  I do this 30 times a day and it eats up a bunch of time where I could be focused on something else. HAZZAH! SOLUTION Lets start with NWC. We need to grab this data and start this process when the stage of the opportunity is “Needs Analysis”.  Make sure to set the fields you need to queue from the record you are running from. In this case the Opportunity.  In my case I had a field called ISV partners t

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3 years ago
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Ayelet___Ly8v__
posted in News
How is your team communicating during WFH? Kryon's Bold Directionz decided to take a more musical approach...

Unable to meet f2f for months, Bold Directionz (aka the Kryon Marketing Team) found a unique way of communicating with each other. We think you'll be surprised. Does your anaconda?https://www.youtube.com/watch?v=7vTRozN6KTA Let us know what you think in the comments below!

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3 years ago
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Ayelet___Ly8v__
posted in News
How has RPA helped you? We'd love to hear your stories!

For GiGadgets, successful RPA means helping others in need.  Check out how they use RPA to create a transforming staircase for wheelchair convenience: https://twitter.com/Ronald_vanLoon/status/1361448007091290117  

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3 years ago
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sean_fieneNintex Employee
posted in News
Solution Accelerator Gallery February 2021 In Review

Get up to date with the latest templates from the month of February, including a new Nintex Workflow Cloud workflows, including an example of how to use the new Repeating Sections feature, and new K2 Cloud Back to Work templates! PromappProperty Tax Rebate - Provide citizens with rebate for unused property taxes after selling a property.Nintex Workflow CloudMenu Order Form - Learn how repeating sections work with a Menu Order Form example SAP Vendor Onboarding (with RPA) - Streamline your SAP vendor onboarding process using Nintex Workflow Cloud, Nintex Forms and Nintex RPA. SAP Vendor Onboarding (with ECS Core) - Streamline your SAP vendor onboarding process using Nintex Workflow Cloud, Nintex Forms and Theobald Software's ECS Core.K2 CloudBackToWork - Access App – Provides Easy Access management of check-in/check-out of staff or visitors to a business location. BackToWork - Resource Management - Provide easy resource deployment and tracking across departments and organizations.

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3 years ago
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john_armstrongNintex Employee
posted in News
The Key to Unattended RPA: Nintex RPA Unlocker

Note: All of this information is now available in the Nintex Help article found here: https://help.nintex.com/en-US/rpa/Actions/Unlock.htm IntroSo you have a routine botflow that you want to run completely in the background, with no human touch to get it started? Sounds like a perfect candidate to run on a schedule, or in an “unattended” manner. Before we get into the weeds, let’s talk some basics. The Basics of Attended vs UnattendedTypically, an initial deployment of a Nintex RPA botflow will involve a user opening Nintex Bot, maybe loading some data and logging into various systems and then finally clicking play to run the botflow. This might happen on an actual workstation/desktop/laptop but it could also happen in a virtual environment as well. This is what would be classified as an attended botflow, requiring a human touch to get it up and running. A lot of people stop here. They’re perfectly OK with the amount of effort it takes to get this all setup and running. This is 100% fi

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3 years ago
MattHSpears
MattHSpearsNintex Employee
posted in News
Decision diamonds?

Life is full of give and take situations. Mapping and managing business processes in Promapp is no exception (pun intended) to this rule. With Promapp, you can easily capture and present a process in a simple to read format that engages the end users. This is obviously a good thing. One of the ways we maintain simplicity in our process format is with scrupulous discrimination when it comes to the use of decision diamonds to communicate process exceptions. In fact, when dealing with a single-step exception decision diamonds are to be avoided altogether in lieu of Notes. In terms of the process story being told, using Notes instead of a traditional decision diamond compromises nothing. It allows the process writer to be true to the actual process flow while presenting it in a way that emphasizes the main path of the process. All details for the exception path are stored within the Note. So far, so good. However, one of the drawbacks to this method is the loss of a visual exception cue. W

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MattHSpears
3 years ago
marcusplatt
marcusplattNintex Employee
posted in News
3 reasons you should automate documents in your Salesforce processes

Our product team have been hard at work, and what a release Nintex Workflow Cloud 120 was! Amongst the new capabilities as part of this epic release; a new action called Run DocGen Package has been added to the toolkit. This action is an incredible addition to provide greater value to you if you are using Salesforce along with Nintex Workflow Cloud and Nintex Drawloop DocGen. So what exactly is Nintex Drawloop DocGen for Salesforce? It's essentially what the name says; generating a document in Salesforce. I'll take that one step further; generating a dynamic document in Salesforce using your data. Think of all the times you have spent hours collating your data from Salesforce and putting together a document when you'd rather be doing something else. I'll throw some examples at you, in case you'd rather forget those hours lost; Sending a prospect a quote. Analysing the health of a customer account using Salesforce reports. Putting together legal terms and conditions for negotiation

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marcusplatt
3 years ago
MillaZ
MillaZCommunity Manager
posted in News
Nintex Community: Essential maintenance 4 March

The Nintex Community will be offline on 4 March for some essential maintenance.You will still be able to read posts, but you will not be able to ask questions during this time and new registrations won’t be possible.This downtime is required to prepare for upcoming changes to our new-look Nintex Community.When: 4 March 00:01 Thursday, Pacific Time (PT).How long: The process will start at 00:01 (PT) and continue for a maximum of 8 hours. If you have any questions or concerns – please email Nintex.community@nintex.com.

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MillaZ
3 years ago
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Ayelet___Ly8v__
posted in News
Truth or Myth? You can optimize your RPA to dramatically increase your organization's productivity.

Truth! But it's important to know how.  Your success depends on your automation decisions, and we're here to help.  Check out our guide, where we share:  -The ins and outs of Process Discovery-The key benefits of using Process Discovery-Helpful tips on how you can fully realize each of these benefits  +more!  Deep dive into our guide Scale Your RPA Success Kryon Process Discovery below! Which tips surprised you the most? Let us know in the comments below! 

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3 years ago
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Ayelet___Ly8v__
posted in News
Are you stuck on which processes you'd like to use RPA for?

Check out how Kryon's off-the-shelf V-Bot enables quick and efficient mass scheduling of COVID-19 vaccination appointments:https://www.youtube.com/watch?v=3vcRwj6CG5U Let us know what ideas you'd like to use RPA for in the comments below! 

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A
3 years ago

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