News and Guidelines

A community member recently had a question on how they could select data from Office365, and after a selection is made, show an additional property as a read-only field.I've made a video on two ways to solve this.  Hope this helps. Cheers,Euan

TopicHow to add and edit contacts in Nintex Customer Central.  InstructionsComplete the following steps when a Customer Central Admin needs to add or edit a contact within Nintex Customer Central: Log-in to your Nintex Customer Central at https://customer.nintex.com/ Navigate to the 'Contacts' tab on the left hand navigation bar.  To add a new contact, select the blue button 'Add Contact'.  To edit an existing contact, select the three dots "..." to the far right of a contact's name.  If a Nintex University Training Seat needs to be allocated to a contact, and the option is grayed out, please see the 'Managing Training Seats for Nintex University' Community Knowledge Based Article. Additional Information  Related LinksManaging Training Seats for Nintex Universityhttps://community.nintex.com/t5/How-To/Managing-Training-Seats-for-Nintex-University/ta-p/122363  

Preview from: Process as a work resource for employees Can you help me succeed? I am not the biggest sports fan in the world, but I live in Georgia which means football, specifically college football, is always a topic of conversation. The competitive nature of football is not limited to gameday. Even during the off-season there is still competition, namely for recruits. Each program has dedicated staff who work tirelessly to recruit the best high school players to their team. It is common for coaches to meet with the recruits and their family members in their home. These get-to-know-you sessions are intended to build trust and intimacy between the coach and the player in hopes that he will choose to play football for the coach’s program. During the recruiting process, there is also great emphasis placed on the recruit’s visit to the school. Usually, this visit is scheduled when the team will play an important game and is intended to highlight how dedicated the school and its fanbase a

The healthcare industry needed digital transformation yesterday. Check out all the ways RPA can help:  A) RPA can help healthcare staff manage the surge in time-consuming tasks  Some healthcare organizations used RPA to help them navigate through the pandemic and found a fast solution to process, verify, and upload COVID-19 testing data. They realized that it was a way to save time without sacrificing the accuracy of their results.  Among these healthcare organizations were Israel's Clalit Health Services and Brazil's Ministry of Health.  B) RPA can help healthcare organizations take charge of their digital transformation before it transforms into crisis management  Although vaccinations and preventative measures have helped to manage the pandemic, there is no guarantee that we won't be facing another unexpected healthcare crisis in the future. Preparation is the first step to keeping a crisis at bay.  C) Intelligent automation leads to happier, healthier business  It's no secret that

We are excited to announce new improvements made to Assign a Task and Start a Task Process actions. You are now able to add attachments to your Initial task emails and have the ability to add CC/BCC.  These features will roll out across all the regions between 20-21 May 2020. This blog outlines how to enable these new features in your workflows. Initial task email attachments Task email attachments, a highly requested feature on Nintex UserVoice, we understand the importance of providing participants the ability to quickly review documents and then respond to the task - without having to log into SharePoint, speeding up the task approval process. To use task email attachments in your workflow, you first must enable 'Lazy Approval' in Assign a Task or Start a Task Process action.   Email attachments will then be available under the Initial email section. To add attachments, enter in the relative URL and click the ‘Include attachment’ button. You can add multiple attachments and we’ve al

I was asked by a partner recently on the availability of Signature pad in Nintex Form, and I am sharing how I did it using the jSignature library from jSignature. This is to demonstrate how to embed a Signature Pad in Nintex Form for Signature capture, store, and display using the said jSignature.min.js javascript library. The data of the signature is stored in a text field for redisplaying when the form is opened. What you will need is just the jSignature.min.js file to be uploaded to your site for later inclusion into your "Custom JavaScript Includes" of the Form, also don't forget you will need the jQuery liabrary to be included as well if it is not already done for the site or site collection level. The result of the steps here is shown in below screen captured - Nintex Form with Signature Pad for signature drawing capture,For the purpose, i have created a simple Custom List on my Office 365 Sharepoint site environment, with only two columns - Title, and Signature (i.e. both are si

Our on-demand webinar will dive into scalability as a barrier to RPA in enterprise organizations. You'll learn about innovative solutions to insure against business interruptions of the future.  When it comes to New Full-Cycle Automation-as-a-Service, your business will be able to stay grounded while offering the unprecedented flexibility of the cloud.  We'll also break down:  -Why only 13% of enterprise RPA solutions utilize more than 50 robots and how that number can reach 500+ -How automated process discovery eliminates the cost of expensive consultants and delivers a three-year ROI rate of 352% -Solving scalability and TCO issues by moving to the cloud with Full-Cycle Automation as-a-Service, the future of RPA.  Learn more here: https://bit.ly/3y80o4F

If you are looking for tips and tricks on working with Kryon Automation Wizards, who better to show you the magic than the Wizard Wizard himself, Marlon Gobitz? Together, you’ll walk through the simple ways you can enrich your automation development skills, including:  1) An introduction to JavaScript 2) How to add JavaScript to your automation wizards3) A live demonstration of the wizard in action with JavaScript 4) A deep dive into ASCII characters5) How you can use ASCII characters to make your automation more robust6) A quick demonstration of ASCII with the wizard himself  Go get some popcorn, and check out the on-demand webinar here.

I am delighted to welcome you to the brand-new Nintex Connect Community. The community is here for you to ask questions, find solutions, share knowledge and stay up-to-date with everything Nintex!And what is a renewed community, without a brand-new Community Manager! My name is Milla Zinsser and I am here to help you make the most of your Nintex Community experience. I have created some guidelines to help you get started. You will also find guides to help you manage your profile, settings and subscriptions; as well as how to get the most out of each community post. Find out how you can stay up to date by using bookmarks or the RSS feed. Go check out the all-encompassing post: “How to use the community.” Easy to use new structureThe new community structure allows you to quickly access the relevant product information you need. Select your product from the left-hand menu to go to a one-page overview. Here you will find links to extra resources such as training, help documentation, releas

Business user-focused timeline for K2 While the K2 Viewflow serves the purpose of providing end-users with a live bird's eye view of the actual workflow/process itself along with each action that has been completed, but depending on the audience, the Viewflow can be too technical and complex to fully grasp what is going on. By using K2 out of the box features (Smartbox and a list view) and a bit of CSS, you can provide your users with a beautiful and useful graphical timeline. The idea around the timeline is that you populate a Smartbox with event information of your choice and use a K2 list view with CSS to provide a graphical outlay. Since you are in control of what is going into the Smartbox, you can add any information you like from the workflow or a form and with the CSS you can change the look and feel to be aligned with your organization's profile.    You can download the KSPX from this blog post, which will give you an example to get you going. As it’s K2, all you need to do is

Hello again -  I posted this question a while back and abandoned it as I was pulled in a different direction Alas, I have returned and wanted to post my finding about it in the hope that I can save some people hours of banging their heads against their desk! The ScenarioSimply put, I want to create a User Story in a project within Visual Studio Online. I want a user to fill out a form and then pass that information over into VSO. This is to be used for a web support team as a request form and queue for updates/changes to internal websites. The SetupBefore we dive in, as always, lets take a minute to understand what we want to do and what we need to do.Build a form to collect data Build a workflow to pass data  Simple, right?  I do recommend that you take a look at the following sites as reference if you are unfamiliar with Visual Sudio APIs:Getting Started: Auth OverviewCreating Personal Access TokensCreating Work Items I am going to assume you have a basic understanding of Nintex Work

So I came across a problem with updating repeating section XML and was not able to find any conclusive answer on previous posts or answered questions so decided to share it in the hope that it would help someone else.  Scenario:We are building a Purchase order system to be the middleman between the user/requestor, approver and SAP. in this process we are calling budget data from SAP by Line item, which works great but the moment you update XML it replaces values in all entries for the specified Xpath item, i.e. the budget value is overwritten for all lines in your repeating section everytime you loop through the next line item and check budget.  In one question I saw a reply where the user was advised to use the Index value used in the For Each loop to find which line item to call, this however failed. Why? because my index default value is 0 and not 1... this means the first update is trying to update line 0 which does not exist. Solution:I then created a simple number variable with D

Check out these four essential questions to ensure smooth sailing!  1) Where are we? Since RPA will fundamentally change the way companies operate, it is important to have a clear picture of the capabilities and skillsets you’ll need to manage and scale your RPA delivery.  2) How ready are we to start? Your robotics council will be responsible for ensuring that the scope, direction, and outcomes are in line with needs and expectations. Be sure to nominate a fully dedicated and well-rounded team of champions that can understand the challenges, opportunities, and benefits for the entire organization. 3) Where do we want to go? At this point, it is important to set the direction of your RPA journey and communicate the key objectives for successful implementation. Don’t just base your business case on the initial project(s), but create a comprehensive roadmap that highlights broader opportunities and long term results.  4) What practical steps should we take? The CoE is vulnerable to encou

 What will you need? Any version of Kryon RPA with the REST API advanced command feature (v19.1 and above). You’ll also need a SMTP server to send outbound emails from Kryon Console, if one is not already available.  Here’s how you can get started:  1) Make sure you create a Pushover account before getting started.  After creating an account, you’ll be provided with a “user key”. In addition to the user key, you’ll also receive an “API Token/Key” that can be found at the bottom of your dashboard. By using both the “user key” and the API Token/Key”, you’ll be able to authenticate the Pushover API and send push notifications.  2) Download the Pushover app.  You’ll need a host app on your mobile device. You can do this by downloading the Pushover app from the App Store/Google Play and permit the app to send push notifications to your mobile device.  3) Send a test push notification.  The Pushover dashboard has a simple web form that you can use to send a test push notification to your dev

Following my previous post on Displaying a Process Flow Diagram in Nintex Form​ that I've shared how to include a JavaScript based Process Flow Diagram in Nintex Form. In this post, I am going to show how to include a "Timeline" diagram in Nintex Form using just pure CSS technique. As it uses just CSS, the Timeline will be viewable even in Nintex Mobile App. The outcome of this exercise, you will get to see the below form when form is being filled (i.e. New), and middle of the process timeline to show steps that were completed and yet to be completed. The "Timeline" is presented by simply a CSS formatted HTML list as shown in the HTML code below, which in my example I have a total of 4 list items (i.e. <li>) to display a 4 process stages timeline.  <ul class="timeline" id="timeline">  <li class="li" id=""Request Submitted">    <div class="process">      <span class="name">Request Submitted</span>    </div>    <div class="status">      &lt

 Wednesday, June 2nd at 11:00 a.m. IDT: UK-RAS Conference on “Robotics at Home”:https://bit.ly/3aWz13z Thursday, June 10th at 12:00 p.m. IDT: Automation & Robotics Online Conference & Exhibition:https://bit.ly/2So0tB1 Friday, June 11th at 5:00 p.m. IDT: Perceiving, Planning, Moving: How Robots Understand the World:https://bit.ly/3nIwn72 Tuesday, June 15th at 1:00 p.m. IDT: Humans in the Loop and Human-Robot Teaming for Remote Inspection:https://bit.ly/2RegFnQ Wednesday, June 16th at 5:00 p.m. IDT: Towards Robotic Autonomy in Surgery:https://bit.ly/3eMYyxn

 1) Design your wizards for optimal performance. This means avoiding static pause times. Instead, use variable waiting mechanisms, such as programmatic loops, the “Wait for object to appear” action for visual elements, or the “Wait for window to appear” action for windows.  2) Record you wizards for optimal performance. When you record your wizards, you can visually optimize them to improve robot performance. One way to do this is by optimizing the click area settings. This way, the object can be found within the smallest click area, rather than falling back to searching the entire screen.  3) Prepare for all eventualities with wizard error handling and fallback. Ensure that all possible outcomes of a given wizard are handled, so that the wizard can always end in a timely and clean manner, even if things go awry. Doing so can potentially get a robot back to work quicker, even if a wizard cannot perform successfully.  Download our community guide that breaks down more robot utilization

You’ll need to have MS Office and a PDF viewer tool set up to verify input and output. (Kryon Studio Access). Afterward, you can break the process down into two steps.  The first step: Using Powershell code. Powershell is already available on each Windows OS. This saves you time, as you don’t need to make any changes to get your results.  The second step: You’ll need to utilize the code in Kryon. There are a few pointers to keep in mind. Powershell uses the “$” sign to denote a variable. However, in Kryon, we use it to utilize declared $Variable_Names$. As a result, you’ll have to take care of this during your wizard creation process. This can be broken down into the few steps listed in our community guide (with screenshots) here: https://bit.ly/3vDeWYw 

What is the Form Recognizer service in Azure? It’s an AI-based service that enables the extraction of field data from structured and semi-structured documents for use in your wizards. (Ex: Invoice data or form data).  Once you’ve set up Form Recognizer, you’ll have everything you need to use the Form Recognizer with Kryon, including:  -An API key-An endpoint-A model ID With the above, you’ll be able to use the model to Analyze a Form (i.e. extract field data from a scanned document).  You’re now ready for your next step: analyzing a form using Kryon. You’ll need to use the cURL advanced command in Kryon Studio. (Keep in mind that Studio already prefixes the command with “curl”).  Things to keep in mind:  1) $fr endpoint$ is the endpoint you configured in the MS Azure portal2) $model id$ is the model ID which was created when you trained your model with the sample training documents3) $content type$ is typically the “application/pdf” as you are submitting PDF documents to the service4)

What’s around the corner for RPA, process discovery, and automation? Check out these exciting upcoming events below and save your seat!  Tuesday, May 25th at 7:00 p.m. IDT: Robotics Business Spotlight - Featuring Jim Rock, CEO of Seegrid:https://bit.ly/3vzurAi Wednesday, May 26th at 4:00 a.m. IDT: Society, Robots, and Us: Hiring for Inclusive Robotics:https://bit.ly/3aX9A1Y

 What is one application that is used across all business units, departments, and industries? If you thought Excel, then you are correct! When it comes to automating business processes, wizards often interact with Excel. An automation can run in the background on its own (unattended) but sometimes it requires user inputs (attended). The juggling of these bots is enabled via hybrid automation. Join the Wizard of Wizards Marlon as he demonstrates working with Excel variables and hybrid automation, including:• How to leverage variables to increase efficiency• Boosting your automation with Excel variables• How the Kryon Assistant (attended) can launch an automation and then pass it to an unattended robot to complete The recorded session is here.

Where are you on your automation journey?  Take your process discovery and automation skills to the next level with these courses below:  1) Process Discovery - Overview Kick your process discovery skills up a notch with this course. You’ll learn the ins and outs of Kryon Process Discovery technology, installation, and configuration.  2) Full-Cycle Automation Journey  Get a deeper understanding of Kryon’s full-cycle automation suite - starting from Process Discovery, going over Kryon Studio, Attended and Unattended Robots and Kryon Console.  3) Process Discovery Business Analyst Check out this course which will take you hand-in-hand through the full discovery using Kryon Process Discovery. It will guide you on how to prepare for discovery, how to measure your discovered processes and evaluate them, and how to analyze them and choose the processes you want to automate. 4) Full-Cycle Automation Workshop  Become an experienced Full-Cycle Automation developer with this hands-on workshop an

The Workflow History List is a particular type of list in SharePoint. In terms of structure and functionalities, it is a normal list in SharePoint, nothing special, but it has the following particularities:It's used only by the workflow engine to log all the activities of the running workflow instances. By default, the logs are only kept for 60 days to avoid problems with the number of items limit in the list and also for performance reasons Every site has, out of the box, a Workflow History List. It's a hidden list, so don't worry if you don't find it in under Site Contents. You can manually navigate to it via https://[YOURSITE]/lists/Workflow&20History Cannot be created manually in O365, you will not find it as a template in your site. If you've worked with SharePoint workflows or Nintex for a little while, you'll probably have seen or read in some article of this community that, as a best practice, we recommend use more than one Workflow History List in your site. Reasons being

Our Nintex Learning team is excited to bring you new Nintex RPA training courses! The new Nintex RPA training on-demand training courses include all the latest updates included in Nintex RPA and showcases two new valuable features you need to learn about which impacts both Nintex RPA Central and Nintex Bot. Learn more here: New Nintex RPA Training courses available 

The Kryon RPA Academy offers a range of training courses from the comfort of your own home. Check out how these RPA courses can help you level up your skills in process discovery + more!  1) RPA Developer - General If you're new to RPA, then this is the course for you!  2) RPA Developer - Attended Automation  With this course, you'll be able to become your organization's attended automation expert. This course is especially perfect if you're working with remote teams!  3) RPA Admin  It's time for you to learn how to install and manage your different RPA components, including users. This course teaches you how to do just that with Kryon Admin.  4) RPA Manager  Learn how you can manage your virtual workforce of unattended robots with the Kryon Console Visit our course descriptions to learn more!https://learn.nintex.com/