News and Guidelines

Join our webinar on Tuesday, April 6th to find out!  Kryon’s Wizard of Wizards, Marlon will share troubleshooting techniques for automation wizards including how to: • Handle issues that can occur before runtime• Navigate runtime issues• Use advanced commands to simplify development Watch it here: https://www.brighttalk.com/service/player/en-US/theme/default/channel/17630/webcast/470632/play?showChannelList=true 

There are several interesting use cases for RPA! This is especially true when it comes to COVID-19 and the new world of work. For example, 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 

After conducting months of research and collecting valuable feedback from our Nintex customers, we are extremely excited to announce that from early November, we're releasing a new Nintex Analytics portal! Here are some key improvements we're delivering with the new Nintex Analytics portal:Scalable infrastructure: the new portal has been built from the ground up using Azure Data Lakes,  which ensures a performing experience and enables deeper insights across your Nintex process platform. Data Accuracy: by rebuilding our data infrastructure from scratch, we were able to ensure data accuracy as a first and most important goal. We know how critical data is for key decision-making and that had the highest focus from our Engineering and Product teams. Ease of Use: Smooth migration from Nintex Hawkeye, little time to get started Single sign-on: users can now leverage their Nintex Customer Central credentials to sign in, reducing friction and time wasted to remember separate credentials. As a

Recently, I created my first connection to Microsoft SQL Server from Nintex Workflow Cloud. My target database was hosted in SQL Azure. Because I was using SQL Azure, I encountered a few minor snags that I thought I would share to save others some time. As you might expect, setting up a new SQL connection requires 6 values to be specified:Connector - Select Microsoft SQL Server from list of available connectors Connection - Give the connection a friendly name Database Host - Server hosting the database Database Name Username Password My first attempt to create the connection returned a generic error message:Connection ErrorAn error has occurred with creating your connection. Please try again later.To troubleshoot this the first thing I looked at was the format of the value of the Database Host value. This value corresponds to the "Server" attribute of the SQL connection string. For SQL Azure, the standard format of the server attribute is: tcp:[serverName].database.windows.net,1433 So

Alistair Cloke, our VP of Customer Success Programs, revealed in his blog article “7 Years of growth in the Nintex Community”, that the Nintex Community is about to be relaunched with a brand new design and structure. I am happy to let you know that these changes will be coming next week! WhenOn 30 March at 00:01 (PT) | 09:00 (CET) the Nintex Community will be placed into read-only mode. You will be able to view content but will not be able to post during this time. This downtime is expected to take between 5 – 10 hours.The new structure will allow you to quickly access content based on product/capability, with quick links to relevant information. The refreshing clean design is just the first phase in creating a community that works for you! If you need any assistance during this time, our normal support channels will be fully operational. If you have any questions or concerns, please contact us at Nintex.community@nintex.com  

Nine new Nintex Workflow Cloud connectors!  We're continuing with our connector acceleration rollout! I'm excited to announce nine more connectors are now available: K2 Workflow and Task  Postmark  SendGrid GoToMeeting  Bitly  Recruitee  Cloudmersive – Convert Documents  GitHub TinyPNG  K2 Workflow and Task: Nintex K2 Cloud is a powerful low-code process automation platform. K2 Workflow and Task is a workflow service developed by K2. You can start a workflow, retrieve the details of a workflow, retrieve all workflows, perform task actions, get the details of an asynchronous server event, and complete an asynchronous server event. See the K2 Workflow and Task connector topic to find out about the available actions and data source.  Postmark: Postmark is a platform that allows you to send and manage transactional emails, usually related to account activity or a commercial transaction, quickly and reliably. See the Postmark connector topic to find out about the available action.  SendGrid

I jumped right in to building a form... I got this! I plugged away adding items as fast as I could and before I knew it I had a decent size form put together. Time to run it! Well. yeah my layout in the forms designer looked a whole lot better than in runtime. Controls were overlapping, pushed to the left, pushed to the right........ When applying rules especially hiding and showing items would totally shift items at will. I got some great support from Nintex after many hours of struggling to get the form to behave the way I wanted it to.Bottom line: Panels Avoid just dropping items on a form. Use panels to group your form elements into logical sections.Here's an example of how Panels helped solve a problem: I applied a rule that would hide the text seen below after a date was entered into the form. Just laying the controls on the form, when the rule executed, the remaining controls would shift and end up on top of each other. By adding a Panel to my form and I placed all of the contro

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

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

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

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

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

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

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

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!

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

**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

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

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

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

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/

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!   

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

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!

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