News and Guidelines

 Hello Process Manager users! The Customer Enablement team is thrilled to announce the release of brand-new How-To content that now features our latest AI-powered capability! These updates are designed to enhance your learning journey and help you get the most out of Process Manager. Whether you’re exploring features for the first time or brushing up on best practices, we’ve got you covered. Check out what’s new and stay ahead with content that’s always evolving, just like our platform. Nintex How-To Center New How-To Video AI Model to Map Converter Overview (Beta): We’re excited to introduce the AI Model to Map Converter, a feature that enables Process Manager users to quickly transform BPMN models into a first process draft using generative AI. Instead of starting from scratch, you can leverage this feature to create a new procedure synthesized from the Process Models you already have access to. This gives you a strong starting point, making complex processes easier to understand,

Are you ready for the 2025 release for your K2 Cloud environments? Starting to roll out in mid-September, this version has a TON of features, getting our K2 Cloud customers to feature parity with our on-premises released features. Exciting features like:Localization. Nintex K2 Cloud is now also available in Arabic, French, German, and Spanish languages delivering a fully localized automation experience. You can set the design time and runtime translation language allowing you to use the product in your preferred supported language. Multilingual Forms. Building one form in multiple languages is now possible OOB, for scenarios where you need to display a form in more than one language.  Styling. Building on the Style Profile foundations, the updated default theme is inspired by Material design and improves the overall aesthetic and user experience across all devices. New forms will use the modern style by default, for a faster build experience to delightful forms. Integrations.  With new

For the third year in a row, Nintex Connect is back, with a series of dates across Western Europe. At its core, this event is all about our community — featuring presentations by our customers, for our customers — showcasing a wide range of products and use cases. Our partners will also be joining us, playing a key role in the value chain that helps everyone get the most out of our platforms.Whether you're more focused on cloud or on-premises, process automation or mapping, curious about cutting-edge AI technologies or keen to hear real-world stories about digital transformation, there’s something for you — close to home, presented by people who understand your challenges. That’s the strength of Nintex Connect.Seats are limited, so feel free to reach out to your Account Manager or system integrator as soon as possible to get more information and request an invitation. And if you have a great story to share that could benefit the community, we’d love to welcome you as a speaker — this y

📢 Announcement: Retirement of K2 Cloud Learning Paths Hi K2 folks,To help simplify the learning experience and avoid confusion, we’re retiring the following K2 Cloud learning paths, effective November 2025:K2 Cloud Power User K2 Cloud Citizen Developer K2 Cloud IT Developer K2 Cloud Server Administrator K2 Cloud Business Analyst There will no longer be separate learning paths for K2 Cloud and K2 On-Premises. Each persona will now have one unified learning path. For example, instead of having both a “Power User” and a “K2 Cloud Power User” learning path, there will be a single Power User learning path. The only content that differs between platforms is the Packaging and Deployment course, which appears in the IT Developer and System Administrator learning paths. To address this, we're updating the Package and Deploy course to bring together everything relevant to both on-premises and cloud environments. Instead of having separate modules, all the content will be included in one place,

Hello, I have a problem on the training (Nintex Automation for IT Developers) I’ve finished 100% on Show me the data with reporting coursebut i don’t know why its still 50% completed, and i can’t continue the other courses within the path

Nintex unveils new AI document processing, document generation, and forms data to power workflowsNintex is thrilled to announce new document automation and forms capabilities that help organizations streamline document and form-centric workflows.Newly available capabilities include:Instantly understand and extract documents with AI: Power your workflows with native AI actions that translate, extract, summarize, and gauge sentiment for inbound documents and images Generate personalized documents from Nintex workflows faster than ever: Easily create and deliver personalized documents, pulling data from any source — now with document packages available in Nintex Workflow.Store, manage, and use forms data natively: Build forms from tables, store and manage forms data natively, and trigger workflows with the new table forms capability.And much more! Attend the upcoming New at Nintex webinar to see these exciting new features in action. You’ll also get an exclusive look at the near-term Nint

We are writing to remind you about the upcoming end of support of Nintex Workflow for O365 on December 31st, 2025. As previously announced on December 6th, 2023, this product is reaching its end of life. As part of this transition, we have now entered the limited support phase of our support policy (Section III.C.End of Life).Going forward, support for Nintex Workflow for O365 will be limited to:Troubleshooting issues Identifying workarounds Resolving critical security issuesTo keep your workflows running and continue benefiting from advanced automation capabilities, we’ve introduced the Nintex Modernization Program and Workflow Upgrade tooling. This program provides:Partner & Professional Service Offerings to help you transition to Nintex Workflow Tools & on-demand courses if you want to tackle the transition to Nintex Workflow yourselfYour Nintex account manager is always available to answer any questions you may have about the upgrade process. Important Update (June 1st, 202

Hi, I’m interested to know if anyone - particularly councils - have developed a management plan around the use of Process Capture when capturing customer information on screens? Have you developed a best practice for staff to use or a business rule around the deletion or redaction of information?Thanks

Great news! 📣🗞 I just published a new how-to article for Nintex DocGen that shows you how to tag, edit, and update your documents without leaving the platform. It includes step-by-step instructions and a video walkthrough, covering how to:create custom tags  insert tags in a template make quick text edits📑Read the full article:  Edit a document in Nintex DocGen without leaving the platform.  

We’ve just published a new article to help you prepare for an important authentication update coming to Nintex DocGen for Salesforce in early 2026.🔍 What’s in it for you? Understand what’s changing with Connected Apps and OAuth Learn how to check your current configuration Step-by-step actions to avoid service disruptions Tips for managing user authorization 👉 Read the full article here to stay ahead of the change and ensure a smooth upgrade path.

🔸 Are you trying to take a new update and coming up with errors? No problem. This article has you covered.  🔸 Want to take an update and not sure where to start?We have you covered. All of the links are in one tidy location.  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.

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

I am excited to highlight an exciting new feature in RPA LE, the Credentials Vault.  Previously when you had a botflow that needed to login to a system or website you needed to create the credentials directly in the botflow itself.  The disadvantage to this was that if you had another botflow that needed to use those same credentials you would have to recreate them in that botflow and if you needed to update the password or username that was used to login to that system you would need to do that in all the botflows using that credential. With the new credentials vault you have a centralized location to store all the credentials that you will need to use in the various botflows you have. Let’s take a look at how this works, first make sure that you have updated to the latest version of RPA Central and Nintex Bot 3.2.0 and 17.19 respectively.  Once you have upgraded you will now see a menu item for the credentials vault in RPA Central. Click to open the credentials vault, and from here y

 Curious about what’s new in Nintex Automation K2 5.8.1? This release brings fresh visual tools and styling enhancements to SmartForms, including the progress control, dynamic chart control, and the all-new dynamic theme. Check out the video below to learn more about these features:   To dive deeper into each of these features, check out the articles below:Video tutorial: Use a dynamic chart control | CommunityVideo tutorial: Create a progress control | CommunityDiscover what’s new in Nintex Automation K2 5.8.1: Dynamic theme enhancements and default behavior updates | CommunityHave 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.

🚨 New tutorial available: Create a progress control! 🚨 We’re excited to announce a brand-new tutorial video that shows you how to use the progress control in Nintex Automation K2! The Progress Control is a visual component designed to display the current status of multi-step processes. Whether you're building a multi-stage form, guiding users through an approval workflow, or simply improving visibility in your applications, this control helps users understand where they are, and what’s next. In the video, you’ll learn how to: Add and configure the Progress Control Connect it to SmartObject or static data Use rules to update the progress dynamically Customize the styling to match your application Ready to make your forms more intuitive and engaging? Watch the tutorial and start using the Progress Control in your SmartForms today! Video tutorial: Create a progress control | Community Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it

📢 New Video Tutorial: Use a dynamic chart! 📢 We’re excited to announce the release of a brand-new video tutorial that shows you how to use a dynamic chart control in Nintex Automation K2. Whether you're building dashboards or creating interactive views, this control makes it easy to display real-time data across various chart types. 🎥 What you’ll learn in the video: How to add a Dynamic Chart Control to a view How to configure a SmartObject as the data source How to change the chart type to suit your scenario If you're looking to take your forms to the next level with live data visualizations, this tutorial is a must-watch.Check it out and start building smarter, more dynamic experiences today! Video tutorial: Use a dynamic chart control | 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 C

🎉 New SPFx Migration Tool Tutorial Now Available! 🎉 We’re excited to share a brand-new video tutorial that walks you through how to migrate your existing Nintex K2 for SharePoint solutions to Nintex Automation for SharePoint using the SPFx Migration Tool. Before you start, be sure to read the Nintex K2 for SharePoint SPFx Migration Tool documentation to familiarize yourself with key topics such as prerequisites, unsupported versions, environment setup, what the tool migrates, and how to validate and troubleshoot your migration. This tutorial is your go-to resource for a smooth and successful migration. Check it out here and start your journey to the modern SharePoint Framework experience today!Video tutorial: Nintex K2 for SharePoint SPFx Migration Tool | 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 Nint

Upcoming Authentication Change for Nintex DocGen for Salesforce – Take Action Before 2026  Some customers are still using an older authentication method that future package versions of Nintex DocGen for Salesforce (starting very early 2026) will no longer support.We’re encouraging customers to switch to our supported authentication method, Connected Apps and OAuth, now so they won’t experience service interruptions or last-minute issues during a future app upgrade. What’s Changing?Starting with Nintex DocGen for Salesforce package versions released after January 2026, the app will no longer support running DocGen Packages without Connected Apps and OAuth enabled.What this means:If you stay on your current package version (released before January 2026): DocGen for Salesforce will continue working as it does today, even if you haven’t enabled OAuth yet. If you upgrade to a new package version (released after January 2026) and have NOT enabled OAuth: DocGen automated runs will fail with a

Update (July 2025):After working closely with Microsoft, we have been able to test the upcoming changes related to the SharePoint SendEmail API retirement. Based on our testing, we do not expect this deprecation to impact existing Nintex workflows.We will continue to monitor the situation and provide updates if anything changes. For now, no immediate action is required for workflows using the affected actions. Microsoft has announced the retirement of the SharePoint SendEmail API on October 31, 2025 which is used for internal SharePoint emails. This significant change will directly impact Nintex Workflow for Office 365 customers who utilize the following actions:Send an Email (when Internal Email is selected) Assign a Task (when Lazy Approval is not selected) Start a Task Process (when Lazy Approval is not selected)To mitigate the potential disruption caused by this retirement, we strongly recommend migrating your affected workflows to Nintex Automation Cloud before October 31, 2025.If

 The Process Manager team has listened closely to your feedback about the current filter experience. Many of you shared that the existing pattern involves too many steps, so we’ve made some changes to simplify things. Currently, filtering in Process Manager takes multiple steps:Click to open the filter panel Select your filter Click again to apply  What’s new:We’re rolling out a new filter pattern that uses a dropdown menu. With this change, selecting a filter option will immediately update your dashboard, so no need to click “apply.” It’s faster, cleaner, and gets you to the data you need with fewer clicks.  🔒 Bonus: This update also lays the groundwork for more flexible filtering in the future, like advanced filter types and more flexible selections.  Have you spotted a gap or have an excellent 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 Help, Nintex Community, and th

Nintex is excited to announce a new Nintex connector for the Microsoft Power Platform. Microsoft users can now initiate Nintex AI-powered workflow and document automations within the Microsoft applications they use every day. Streamline design: Whether building in Microsoft Power Automate or training AI agents in Copilot Studio, easily call Nintex AI-powered forms, complex long-running workflows, and document generation.Deliver efficiency: Complete a digital form, automate a workflow, generate a personalized document and route for esignature, all within Microsoft Copilot Studio, Power Automate, and Logic Apps.Get started quickly: Automate the generation and signature of personalized onboarding documents with an example employee onboarding agent for HR teams What’s Now PossibleConnect to your Nintex workflows directly from within Power Automate and Copilot StudioOrganizations that are building with both Nintex and the Microsoft Power Platform, will now find the new ‘Start Workflow’ capa