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AI-Powered Capability Accelerates Forms Creation and Forms-Based Workflows We're thrilled to share that Nintex PDF Converter is now included in the Nintex Automation Cloud license, giving all existing customers automatic forms creation capability. This AI-powered feature provides a simple and efficient way to create forms for data collection and minimize errors. What is Nintex PDF Convertor? With Nintex PDF Converter, form designers can convert PDF documents into interactive digital forms that can be easily modified and customized to capture data. What are the benefits of using Nintex PDF Convertor? Imagine a medical institution that relies on paper-based forms to gather patient information, including medical history and insurance details. These forms also typically include fields for obtaining consent and medical prescriptions. Patients are usually requested to manually fill out these forms and return them via email as PDFs. However, this manual process is prone to errors and is often
Add Save as Draft button to the list and Allow users to add items to a list and edit ONLY their own items.
How to add Save as Draft button functionality and users can modify their own items? Please follow this post for Save as Draft button functionality, thanks Dan Stoll for wonderful post. Under Version settings, set "Content Approval" to Yes and set "Draft Item Security" to "Only users who can approve items (and the author of the item) ". This would help us to hide own draft item from others. Under Advanced Settings Set Item Level permissions to "Create items and edit items that were created by the user". Now Build you Nintex Form by adding two Calculated fields and Save as Draft button. Set 1st Calculated field Value Set 2nd Calculated field Value to [if IE 9] [endif] userProfileLookup(Current User, "PreferredName") You many hide both these fields under banner by using "bring to front" functionality. Add Set as Draft button Add rule and set on 'Save as Draft' and 'Save and Submit' buttons and set following condit
🎓📣Nintex University Updates📣🎓The Customer Enablement team is happy to announce the release of the following Nintex University courses:New content:Automation Cloud Courses Create a press release using a state machine Automation Courses Enhance your workflow design
We're well aware that many of you have been looking for workflow restart / resubmit functionality in NWC...and I'm pleased to introduce you to the new workflow resubmit feature that has just gone live! There are two primary use cases for this function: Restarting a workflow that has previously failed - perhaps there was an issue with a connection or the logic in a version of the workflow Restarting the workflow for an item that previously completed normally.In this post we'll take a look at how different roles will be able to access this function, and what they'll see once it has been used. Let's first consider the experience that a workflow designer might have - the scenario might be that we had a problem with actions using a connection in the workflow and many workflows have Failed status as a result. While users can resubmit their own workflows, we're going to do it on their behalf. We'll navigate to the NWC Automate section and the Instances page...so what's new? First...at the top
🎓📣Nintex University Updates📣🎓The Customer Enablement team is happy to announce the release of the following Nintex University courses:New content:Automation Cloud Courses Create a leave request using a SharePoint Online list This is the first in our new Solution Path series. Great work, @SimonMuntz! Automation Courses Use Advanced SmartObjects
I was recently approached by a customer asking if there was a way to add an image into the email body of an NWC email. While the rich text controls let you do a certain amount of formatting (like lists and bullet points, or heading fonts), sometimes you just want to have more control over what goes into the email body. The solution here does require a little bit of light HTML, but it's honestly so simple, you can definitely get it set up even without any HTML or programming experience. The trick is, to set a text variable with the HTML tag for an image. Here's the code I used in my sample: <img src="https://gallery.nintex.com/assets/images/Community_Logo.png"/> You are going to need to find a place to host the image. If it's a company logo, you might not have to look any further than your own company's website. Just be sure to copy the image URL. The action you're going to need to use is "Set a Variable Value". You'll then copy and paste the HTML code above, and update the URL wi
🎓📣Nintex University Updates📣🎓The Customer Enablement team is happy to announce the release and retirement of the following Nintex University courses:New content:Automation Cloud Courses Workflow building methodology Build your workflow framework Deploy workflows Learning Path Automation Cloud for Designers and Developers - Beginner Process Discovery Recorded Sessions Retired content:Getting Started with Nintex Workflow Cloud - Part One Building on the Basics in Nintex Workflow Cloud - Part Two Testing Troubleshooting and Deploying Workflows - Part Three Workflow Optimization - Part Four All replaced by Learning Path: Automation Cloud for Designers and Developers - Beginner
New Nintex RPA LE release introduces enhanced browser actions in IE mode for seamless Edge compatibility
We are pleased to announce the latest release of our RPA LE product, featuring enhanced browser actions in IE mode for seamless compatibility with Edge for Nintex Bot, ensuring reliable task automations involving the Edge browser. This release includes updates to RPA Central 2.13.0, RPA Bot 17.13.0, and RPA Chrome Extension 126.96.36.199. Key release highlights: Improved detection and handling for IE legacy web apps in Edge. New Chrome Extension version for newly created actions, maintaining compatibility with existing actions. Target rule enhancements for reliable action execution across instances of target elements. Various fixes including support for Bridged Tables in Chrome, diagnostic tool improvements, and email action compatibility enhancements. For more details on these enhancements, please refer to the release notes. Nintex is committed to ongoing support of these new versions along with Nintex RPA Foxtrot 15.1.13, and we remain dedicated to providing a robust and reliabl
🎓📣Nintex University Updates📣🎓The Customer Enablement team is happy to announce the release and retirement of the following Nintex University courses:New content:Automation Cloud Courses Build a form Certification Update Nintex Process Automation Practitioner - Nintex Automation Cloud Automation On-Prem Courses Show me the data with reporting Learning Path Nintex Automation for Citizen Developers Process Discovery Discovery results page Process library and snipping Retired content:Automation - Citizen Developer Replaced by Nintex Automation for Citizen Developers
Back in the olden days when I used Nintex for SharePoint, one of my go-to functions was the UserProfileLookup. It was so handy to look up details of the person. Now with my main tool of choice, Nintex Automation Cloud, I don't need to use it because I've got features like Azure Active Directory lookups. However there are properties that are only stored in SharePoint - most of these revolve around the social aspect of SharePoint such as "About me", "Ask me about" and "Interests". Those who are used to this query, you had to go and find the internal name and then query that. If you're interested, here's the list of the default properties and internal names however before you get ahead of yourself, you don't need that list any more in Nintex Automation Cloud because we do it for you. In my example form, I've put a people picker in place so I can easily select a person's name.Of course you don't have to use this - all we need to look up someone's profile details is their email address
A common request over the years has been the ability to translate text into multiple different languages using a Nintex Worklfow. In this example, I've created a new Xtension that will interface with the Google Cloud Translate API, providing native translation services within your workflow. If you'd like to see a video walkthrough of this Xtension in action, please check out the embedded video below: To download this Xtension or to get more details on how your Google Cloud account needs to be configured to use this Xtension, please check out the page for this Xtension on the Nintex Process Accelerator Gallery. For this example, I'll be running through a baseline request where we're translating some text and sending it via email. To start, I have configured my start event to be a form with two fields. 1) Translate Text (where the text I want to translate will be provided) and 2) an email (to send the recipient the translated text via email). Next I'll configure the Translate Text ac
Are you ready for the early 2023 release for your K2 Cloud environments? Starting to roll out in May, this version includes a lot of stability and performance improvements, including:The Workflow Designer previously used SignalR to autosave changes at every click. SignalR has been removed in this version to enhance performance in the Workflow Designer. The autosave that triggers every two minutes still remains. If a workflow closes unexpectedly, it now remains locked and reverts to the last saved version. When you edit the workflow, a pop-up allows you to unlock it and retrieve the last saved version. The owner of the workflow can also unlock it from the workflow menu in the category tree of the Designer. Each release includes all bug fixes from preceding releases; see the release notes for more details.And a feature enhancement too:In the Style Profile Designer, you can now browse for your own preview form to see how your colors and linked CSS files will impact your existing SmartForm
🎓📣Nintex University Updates📣🎓The Customer Enablement team is happy to announce the release and retirement of the following Nintex University courses:New content:Automation Cloud Courses Complex forms Form CSS and Plugins Learning Path Automation Cloud for Designers and Developers - Advanced Automation On-Prem Create workflows Building forms with SmartForms Retired content:SELF: Workflow Complex Logic - Nintex Workflow Cloud Replaced by Branching actions Looping and flow actions SELF: Nintex Workflow Cloud - Advanced Form Features Replaced by Advanced form features SELF: Workflow Complex Forms - Nintex Workflow Cloud Replaced by Complex forms Any questions? Please send me a private message here or submit a Customer Content Feedback form.
To help with navigating the changes we’ve made to the Process Manager training content on Nintex University, here’s a helpful map of old courses to new courses. Please remember that we have broken up much of the previous content into smaller courses and eliminated several duplicated courses, so there is no direct one-for-one mapping. You can also eliminate the hassle of signing up for these individual courses by signing up for our new learning path: Process Manager Essentials for Beginners. Enrolling in a learning path enrolls you in all courses contained within, so you won’t have to worry about which course you need to take next. However, if you are in a hurry or need to take a single course, all courses are available for you to take individually. Old course - Introduction to Promapp for Frontline Workers - Part OneReplaced by:Why map processes? Log into Process Manager Set up your profile Manage My Dashboard Use the Process Manager Mobile app Old course - Introduction to Promapp for
Get ready to revolutionize your learning experience with our brand-new learning paths, designed to fuel your curiosity and ignite your passion for knowledge on the Nintex Process Platform! This innovative addition to Nintex University offers carefully crafted learning paths to match your unique goals, interests, and skill levels with Nintex products.Our learning paths combine a perfect blend of short but impactful courses, interactive quizzes, and hands-on projects, providing a seamless and engaging journey toward mastery. As you navigate this dynamic, user-centric approach, you'll experience learning like never before—enjoyable, efficient, and deeply rewarding. Embrace the power of Nintex University learning paths, and unlock a world of possibilities as you take the reins of your personal and professional growth!Currently, available paths include:Process Manager Essentials for Beginners Automation Cloud for Participants Automation Cloud for Designers and Developers - Beginner Automati
🎓📣Nintex University Updates📣🎓The Customer Enablement team is happy to announce the release and retirement of the following Nintex University courses:New content:Automation Cloud Advanced Form Features Automation On-Prem Building views with SmartForms Process Discovery Roles in Process Discovery Prepare for recording Discover processes Process Manager Courses Share processes Work with documents Use the Process Manager Mobile app Work with Processes Learning Path Process Manager Essentials for Users Retired content:Introduction to Process Documentation - Part One Introduction to Process Documentation - Part Two Nintex Promapp Mobile AppAny questions? Please send me a private message here or submit a Customer Content Feedback form.
🎓📣Nintex University Updates📣🎓The Customer Enablement team is happy to announce the release and retirement of the following Nintex University courses:New content:Automation Cloud Testing workflows Automation On-Prem Learning Path: Nintex Automation for Power Users Explore the Application Elements Interacting with Data Introduction to SmartForms Process Discovery Introduction to Nintex Process Discovery Process Manager Certification Exam: Nintex Process Mapping Expert - Author Retired content:Automation On-Prem Power User Replaced by Learning Path: Nintex Automation for Power Users Any questions? Please send me a private message here or submit a Customer Content Feedback form.
Nintex DocGen customers can now write signer data back to Salesforce with our new write-back feature. With this powerful feature it is now possible to capture information a signer gives when signing a Nintex eSign document, and write that data back into Salesforce records related to your DocGen Package. Take advantage of this new capability to keep your Salesforce records accurate, and leverage signing activity to automatically progress your salesforce opportunities, cases, claims and more. How it WorksSimply create a Nintex DocGen package and add a Nintex eSign delivery as you normally would. Then update your Signer inputs (Jotblocks) in your Nintex eSign template with the Salesforce records those inputs should write back to. When your Document package is executed, the generated document(s) will be sent out for signing as usual, but now the data filled in by your signers appears back in Salesforce. For even more power, combine this new capability with Salesforce Flow to trigger fu
Nintex continues to build upon the range of data sources that can be managed as data source variables (DSVs) on the forms designer External Data tab. The latest data source to be added is Azure Active Directory (AAD) permitting functionality that has been regularly noted in feature requests. Let's look at an example. In this instance, I've already created a connection to AAD on the connections page. Now let's create a data source. For the most part, this screen hasn't changed, it still contains the same configuration options seen below: However, there is a new option at the bottom of this screen to specify the columns to be made available in the data source - as with other data sources, you can leave this empty to retrieve all columns. Now, I'm going to build a simple form that allows selection of a user from AAD, and then populates other form controls with data related to that user i.e. Department, Job Title, Office and Mobile Phone - here's my form. You'll note that the related fiel
Ever wondered how to display SQL table inside your Nintex Form? Indeed, there is the “SQL Request” action, but it only allows you to show data from database as a dropdown, list of options, etc… and always – just a single column.However there is an easy solution for that. The approach I am using includes usage of the “FOR XML” command in a SELECT statement (source). It is available in SQL Server starting from version 2008. It returns data from a query using an XML format, concatenated in a single row, in a single column. Perfect format to parse it!Step by step1. First prepare your SELECT query. Mine is for example:SELECT TOP(1) (SELECT name, lastname, email, role FROM users RIGHT JOIN roles ON roles.Id = users.roleId ORDER BY lastname ASC FOR XML) as datatable FROM usersWith such statement I am sure, that I will receive just a single row and column, that will return the data in a proper XML format. Each row will be built using the following structure:<name>value</name><la
Nintex eSign customers can now benefit from our new bulk send feature. Increase your team’s efficiency by sending your envelopes for esignature to multiple recipients at once with ease, rather than one by one.This time saving feature helps you bulk-send your envelopes to up to 1,500 recipients at a time—up to five times more than other competing offerings.*With the new bulk send feature, you can eliminate hours of time and effort spent sending these individually and ensure important documents can be signed in a timely manner.How it WorksUsing your simple setup templates, upload your list of signers to a CSV file to specify the recipients for signature. Users can preview their signer list, schedule release, search bulk send instances and track the status of each document. In minutes, all bulk send envelopes are sent for signature, and signers will receive notifications when a document has been signed.This feature is for our Nintex eSign customers only, and is not yet available in our Do
Nintex Promapp® process variation shared activities are here. An improved way to manage process variations is now available. This new shared activity model for managing process variations means you'll have increased visibility over how changes are propagated, in addition to some other great improvements: Conduct side-by-side comparisons between variations. Drag and drop activities from one variation to another. Better highlighting for shared content. Accept/Reject model for changes coming from other variations. Use parallel activity functionality. Why have we made these changes? Client feedback suggested that with the current variation capability they lacked visibility when making changes to standard processes and clarity in understanding the flow-on impacts to other linked processes. Other enhancements requested were: Making standard processes visible to everyone. Increasing editor visibility so they can see linked content. Enabling parallel activity. Enabling archiving for indi
In this blog I am going to go through the recently released data source variables for Salesforce. For information on the data source variables please check our help article Data Source Variables. Salesforce Data Source Variable’s With a recent update in Nintex Workflow Cloud, we now can pull data from Salesforce Objects into the workflow start form. For example, in the image below we are loading some data related to the Account and Case Number selected in the form. Let's take a look at how this was setup, first thing we need to do is setup two data lookups for the Account Name and the Case Number, the Case Number drop down is filtered on the Account selected in the Account Name dropdown. Account Name data source example: We will then filter the Case number data source based on the selection in the account name. Now let's setup the data source variables for the case data we want to pull back and display in the form. We are going to need two data sources to populate the data due to
🎓📣Nintex University Updates📣🎓The Customer Enablement team is happy to announce the release and retirement of the following Nintex University courses:New content:Automation Cloud Explore My Nintex (updated content) Use My Nintex to manage workflows Use workflow variables Automation On-Prem Managing Nintex Automation Apps Nintex Automation Designer Process Manager What is a process map? Why map processes? Retired content:Automation Cloud Intro to process automation Replaced by Introduction to process automationNote: The older version remains within the Nintex for Office 365 and Nintex for SharePoint training areas. SELF: Nintex Workflow Cloud - Connections Replaced by Work with Connections SELF: Workflow Collection Operations - Nintex Workflow Cloud Replaced by Collection Operations SELF: Automating Complex Processes - Nintex Workflow Cloud Replaced by Branching actions SELF: Nintex Workflow Cloud - Advanced Document Features Replaced by Generate documents
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