News and Guidelines

I wanted to make a quick post today to highlight a new feature that was released in Nintex Workflow Cloud.  The new feature is called Auto Task Delegation, this will be used for when task assignees are going on PTO, Paternity Leave, Medical Leave, etc where they will be out for a period of time and want to delegate their tasks during that time automatically.The first thing you will need to do is make sure the feature is enabled, to do this go to your tenant settings and select Auto Task Delegation from the left-hand navigation and then make sure the feature is toggled on. There is nothing that needs changed in the Assign a task action in the workflow, it will be setup like a normal task.In order for the task assignees to setup their auto task delegation, they will sign into Nintex Workflow and click on the tasks section in My Nintex, and select the Auto Task Delegation Tab. On the Auto Task Delegation Tab click the Add Auto Task Delegation button in the top right-hand corner of the pag

IntroductionWe're excited to announce that as of today, our Nintex Forms for Office 365 customers can now publish and use forms in either the Nintex Forms add-in or the Nintex Automation Cloud SPFx apps. For those who aren't already aware, Microsoft is moving away from add-in apps, and you'll need to transition to SPFx apps. For more details, check out this link. This important feature follows the completion of the final features for our Form Upgrade tooling, which helps customers upgrade to New Responsive forms. This is the next crucial step in this transition. PrerequisitesForm must be upgraded to New Responsive Format Must have a Nintex Automation Cloud Tenant Must have a valid active license Steps to Get StartedInstall the SPFx app from the store. Help Link Open the New App and you should see "Customize SharePoint list forms" as an option. Click on that. If it is your first time opening List Forms in SPFx, you will also need to grant consent for the app, so each user doesn’t need t

Microsoft has drawn a line in the sand. With the deprecation of the SharePoint 2013 Workflow Engine and end-of-support dates landing between April and July 2026, organizations running Nintex for SharePoint need to act. The question isn't whether to move, but how quickly you can get started.If your organization needs to stay on-premises, the path forward with Nintex is clear:Nintex Automation K2. This Isn't New News Nintex has been shouting from the mountaintop about this for a while now. Through webinars, blog posts, FAQs, and account conversations, we've done everything we can to make sure you know what's coming. We've published detailed resources to help you evaluate your options and build a migration strategy. Here's what's out there:Microsoft End of Support covers the specific deprecation dates, the real risks of inaction, and Nintex's migration options including K2 for on-premises, Nintex Automation Cloud Edition for cloud, and hybrid approaches.Powering the Future of On-Premises

As part of a planned transition, Dor Haim will be stepping out of his role as SVP of Customer Experience at Nintex on March 31. We thank Dor for his leadership and for the meaningful contributions he made in strengthening our global customer organization and advancing our commitment to delivering exceptional customer experiences. We have aligned our customer-facing and partner functions under Chief Revenue Officer Tad Finer — bringing Sales, Customer Success, Professional Services, and Partners together as one Revenue Organization structured to simplify engagement, strengthen coordination, and accelerate outcomes. A more connected experience From initial engagement to onboarding, adoption, and expansion, your Nintex teams operate as one go-to-market organization, reducing silos and delivering a consistent experience. Stronger lifecycle ownership With sales and customer success aligned, we are reinforcing accountability for long-term value realization, not just transactions. Faster coor

Below, you can find a quick reference showing the new and previous product names. Previous Product Name New Product Name - Full New Product Name - Short Nintex Workflow Cloud Nintex Workflow Nintex Workflow K2 Five Nintex Automation K2 Nintex Automation K2 Kryon Process Discovery Nintex Process Discovery Process Discovery Nintex Promapp Nintex Process Manager Process Manager Nintex AssureSign Nintex eSign eSign Nintex Drawloop DocGen for Salesforce Nintex DocGen® for Salesforce Nintex DocGen for Salesforce Nintex DocGen Nintex DocGen® Nintex DocGen Nintex Kryon RPA Nintex RPA RPA Nintex Analytics Nintex Insights Insights Nintex for SharePoint Nintex for SharePoint Nintex for SharePoint Nintex for Office 365 Nintex for Office 365 Nintex for Office 365 K2 Cloud Nintex K2 Cloud Nintex K2 Cloud Nintex RPA (Foxtrot) Nintex RPA Legacy Edition (LE) RPA LE

Hi,I am trying to find an old invoice, can you please let me know where I should be able to find it in your platform?Thanks,Stephan Avila

Edited 26 March 2026 with latest fix packs and FAQsMicrosoft has announced the deprecation of Azure ACS (Access Control Services) for SharePoint Online, effective 2 April 2026. However, we are observing that some SharePoint Online tenants are already experiencing the impact of this deprecation ahead of the official retirement date.In affected tenants:The K2 for SharePoint Registration Wizard fails during registration. Active Site Collections fail when trying to ensure the SharePoint token. SPFx Migration Tool fails on migrating event receivers. The failure presents as an SharePoint Auth Error. This appears to be related to ACS-based authentication no longer being accepted in certain SharePoint Online environments.The recommended solution is to move to the K2 for SharePoint SPFx integration, and migrate existing SharePoint add-in solutions using the released migration tool. (https://help.nintex.com/en-US/K2cloud/userguide/current/Content/K2-for-SharePoint/MigrationTool.htm)For Nintex K2

Nintex Automation K2 (5.9) is now available to download on Nintex Customer Central (filter for "Nintex Automation" in the products drop-down menu) or on Nintex Partner Central (under the Products > Product Downloads menu). This release introduces customization capabilities, accessibility improvements, and platform optimizations, including:Custom Control Framework. Build and manage custom form controls directly within K2. Create purpose-built interface components that match your specific UI requirements, manage them centrally, and deploy consistently across your applications. Accessibility improvements. Runtime SmartForms now include enhanced support for assistive technologies, helping ensure your workflow applications are accessible to all users. Enhanced error codes in the REST broker. Integration troubleshooting gets easier with descriptive error responses that help you identify and resolve issues faster across your RESTful connected systems. Direct file handling. JSSP endpoints n

A new how-to article has been released that covers the process for highlighting a text box in red when a button is clicked and the field is empty in a K2 View. The article outlines the full configuration, starting with the initial setup of the view and continuing through the creation of an IsBlank expression, transferring the expression result through a rule, and applying conditional formatting based on the evaluated outcome.This approach enables validation to occur only after a user action, preventing unwanted highlighting on initial load and providing a cleaner and more purposeful interaction flow. The article is available here:Highlighting an Empty Text Box in a K2 View Using Expressions and Conditional Formatting | Community Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.

Get ready! Changes to Microsoft Exchange online affects DocGen packages Published: January 15, 2026 Do you use Microsoft Exchange online with our SMTP (email) delivery option in your DocGen packages? Beginning March 1, 2026, Microsoft has announced that it will start rejecting calls to exchange online in this way. This means these emails will no longer be sent. The Nintex team is here to help.  Actions requiredThe following should be done by a Salesforce administrator/ DocGen package designer in your organization:Identify DocGen packages using the SMTP (email) delivery option. Choose a different email delivery approach: Option A: Change the SMTP server you are using in the Delivery option to another service. For example, sendGrid and SMTPtogo have been popular alternatives Option B: Use Salesforce’s email delivery. To do this, you will need to add an Email delivery option to the DocGen packages affected and copy over the values from the SMTP delivery option before deleting them.

Starting in Nintex Automation K2 version 5.8.1, newly created forms will now default to the Dynamic theme. This change helps ensure a more modern, consistent styling experience right from the start—no extra configuration required. What’s changing?In previous versions, new forms defaulted to the legacy theme unless manually changed. With this update, the “Use Legacy Theme” setting is now unchecked by default. New forms will automatically use the Dynamic theme, aligning with a modern design standard and streamlined styling.This change only affects newly created forms. All existing forms, previously upgraded collateral, and SharePoint-generated forms will retain their original theme settings. Why this mattersThe Dynamic theme offers a more contemporary design and consistent color styling. With its default style profile, forms automatically apply a unified set of colors, such as main accents, page backgrounds, and content areas, ensuring a cohesive look across your applications. What if I

Hi “I’m looking for 1‑to‑1 K2 SmartForms/Workflow ,  customer developer training. could u help on that. Regards 

Prepare now: Salesforce OAuth updates may affect DocGen package generation Do you have Connected Apps and OAuth enabled in Salesforce? In January 2026, all new Nintex DocGen for Salesforce releases will require OAuth authentication. Older authentication methods will no longer be supported.Switch now to our supported authentication method, Connected Apps and OAuth, so you won’t experience service interruptions or last-minute issues during a future app upgrades. What Customers Should Do Now Go to Nintex Admin → Settings in Salesforce Check the status of the Connected Apps and OAuth setting If the setting is already ON, no further action is needed. You’re already using Connected Apps and OAuth and are ready for future updates. If the setting is OFF, we recommend turning it ON at your earliest convenience Follow these simple steps to turn it on.  After OAuth Is Enabled: What’s Different?Manual runsUsers will see an Authorize and Run button the first time they generate a document.Automated

Certificates, Re: Automation Specialist for Nintex Automation Cloud - Level I and 11Has anyone got any practice exams for these or any previous attempts documented so I can conduct some self assessments before actually taking the examinations?Would be nice to see, just like actual exam courses, some practice exams (full length - like those from university courses) and or the last couple iterations over the years. If anyone could assist me here, that would be great. I did reach out to my local Senior Customer Success Manager, however he advised he was not able to locate any such thing.

Hi,I am a student studying the NINTEX WORKFLOW course and I would be happy to hear about a recommended learning order.Thank You

Automation just got smarter! Upgrade to RPA version 25.11 and unlock powerful new features and enhancements that save you time, so you can focus on mission-critical work. New RPA features: 🚀System Manager 2.0🚀Admin Tool user search🚀Console Plus multitask deletion🚀Update recorded steps in StudioExplore everything you need in our help documentation and release notes – your complete guide to getting the most out of your RPA 25.11 system.    

If you’ve seen any of my articles before, you may have seen that I speak about the Connected Data feature where you can use Excel to push data into your Word/Powerpoint/PDF template. The possibility is endless when it comes to Connected Data so it may be difficult to figure out what you can do with it.One use case that I encountered was removing the country code from the phone number if the country code is filled out. If it is not, then we want the use the phone number as is. One option that admins could do is to create a Salesforce field to determine this but I have encountered many that do not want to create a new field either because of having too many already to maintain or not wanting to create a field with the only use of it is to be used for DocGen.In my specific example, I will have a field where the user may or may not enter the country code on the contact record. In the scenario where the user have entered a value in the country code, then we want to remove that many numbers

Hi. I am searching for conferences coming up between Oct 2026-Oct 2027. I didn’t see any released to the events tab yet. Can you please let me know if there are spoilers you wouldn’t mind giving me a heads up on? My employer needs to plan in advance for funding, approvals, etc. Thanks. 

New How-to video: Apply conditional logic to Word tables in DocGen for Salesforce Tired of blank tables showing up in your generated documents? With Nintex DocGen for Salesforce, you can make your templates even smarter by applying conditional Word formulas to control when a table appears—based on your data.In this video, we’ll show you how to use Word’s built-in IF field formulas with Nintex field tags to show one table when another is blank. No extra templates. No unnecessary clutter. Just clean, data-driven output.🧩 Ready to bring smarter logic to your documents? Let’s get started.