News and Guidelines

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 Let us know what ideas you'd like to use RPA for in the comments below! 

We're here to help! Check out our on-demand webinar, where our Wizard, Marlon, shares everything you need to know about working with embedded wizards and global commands. He'll deep dive into:  -What embedded wizards are and why they are so useful-The new feature global functions (since v20.9) -How to leverage global functions like a pro Grab a snack, and catch up with us online here:https://bit.ly/3u8J9hV 

TopicPartner accessing their customer's Nintex Customer Central.InstructionsPartners are not able to access a customer's Nintex Customer Central directly unless provided a specific email with the company domain. The prefered method is as follows: For your Partner to be granted access to Customer Central, please have the Customer Central Admin take the following steps:1. Sign into https://customer.nintex.com2. Select Contacts from the left-hand navigation menu.3. Select the Add Contact button on the right-hand side of the page.4. Select Delegated User from the Role menu. 

Meet us online March 2nd, and we'll be happy to show you!  Save your spot for our webinar at 2:00 p.m. GMT/9:00 a.m. EST, and our Wizard of Wizards, Marlon, will break down:  -Ways to leverage variables to increase efficiency-What you should know about 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 We hope to see you there! Sign up here:https://bit.ly/3jX9pa3 

We know that form designers are always looking for ways to improve the experience of form participants. Form designers want to increase the likelihood that their forms get filled out, both quickly and accurately, and that their workflows get adopted by the business. To help in this regard, we have taken your feedback and added functionality to be able to bind third-party data to a new control in NWC forms, the Data Lookup Control. This control will help form designers by: Reducing required manual data entry into a form​ Improving data accuracy and reduce the risk of bad data​ Reducing time to complete forms​ Improving participant experience and increase the number of forms filled out Now creating a data-bound drop down is as simple as configuring a data source in the dashboard and selecting that data source it in the options available of the Data Lookup Control.  We currently have

As part of our accelerated connector rollout, I'm excited to say we have six new connectors for our customers. Yup, you heard right! Six 🙂 As of today, the new connectors available are: Google Sheets Google Calendar Google Tasks Google Docs Asana Mailchimp  Google Sheets Google Sheets is a spreadsheet file service developed by Google. Users can create, edit, and share spreadsheet files on their Google Drive accounts and invite others to view and edit them. Google Sheets is light-weight and easy to use tool for powerful data collection, storage, retrieval and visualisation of data. It leverages many of the same patterns as Excel and is largely considered a light-weight version of Excel, built from the ground up in the cloud. The actio

So… You have a complicated process to automate. You are going to start building it. Oh… You already built the whole thing? Did you test it? It got an error? Why is it broken? You don’t know why? Did you use a log action? You don’t know what a log action is? YOU came to the right place… Before we get too far lets talk about best practice. If possible with any sized project you want to test as you build. This way you know when something works and upon adding something it breaks… you know what caused it. The below information will still apply to this scenario but its always good to test more often then not at all. Where testing often doesn’t work is when the project is already built and now you are trying to reverse engineer where its stuck or why its stuck. Pop in a Log action…  The “Lo

We're excited to announce the launch of our new Nintex Process Platform documentation site, which will host the Release Notes for all Nintex Process Platform capabilities from today. We speak with our customers about documentation, and you've told us you want easily-accessible release notes and platform-wide information. The Nintex Process Platform site is launching with web browser support information and release notes for the whole Nintex Process Platform; we'll be adding information on Nintex Process Platform limits, Nintex Process Platform interoperability, licensing management content and much more, all in one consolidated place! We're aware as we launch this new site that some users of the Nintex Community site subscribe

 Hello everyone,  Thanks to Palesa Sikwane‌'s endless nagging but most importantly his ability to always help me, I finally decided to get to it, this is my first time writing a blog post.  Thanks Palesa Sikwane‌  Did you ever have a request where by a user can't submit duplicate entries to a SharePoint list? Well I did, given that the out of the box survey solution on SharePoint wasn’t going to help me much.Users have to complete a survey and attach a document if necessary. The requirement was that we restrict the user to submitting one appl

This question has been raised many times in the forum and I was eager to find a solution with NF.How can you allow the users to submit only once. I had this working in the InfoPath but did not get any success on Nintex Form (probably messing up a very basic lookup).Here are the steps to create a form which can be submitted only once by the users.1. Create a list and add an additional column:     a. UserName - single line text.2. Edit the form with Nintex.3. Add 2 panels on the form. In the first panel add the form fields that you want the user to enter. In the second Panel add the text - "You have already submitted the form once" - bold.4. Change the configuration of UserName field as below:     This way you are saving the value of the current user in the uppercase. You can hide this field in the form is you want.

At Nintex, one of the most common questions from prospective and existing customers is, "Can you integrate with [insert name of] application?" We understand that our customers rely on a vast amount of additional third-party applications every day, which makes connectivity even more integral to expanding and consolidating your process automation solution.  Nintex is accelerating a connector rollout over this next year and beyond. I'm excited to say we have two new connectors for our customers and will be delivering a number more in the coming months. The new connectors available are: Trello Google Directory Trello: Trello is a web-based Kanban-style list-making application which is hugely popular, even in large organizations. Trello is a powerful, free and versatile tool perfect for simple integration to accompany Nintex Workflow Cloud. Trello's flexibility mean

                  Preview from: About process standards Standardization – especially amongst knowledge workers – is a word that rarely elicits excitement from those who hear it. On the contrary, it tends to lead to furrowed brows or, if you are lucky, shrugged shoulders. Many people – and I have been there myself – feel like any talk of “standards” or “standardization” is an attack on their personal liberty. After all, “what business does that process have telling me how to do my job!?!” For those who understand the benefits of standard processes and want to make th

Have you ever had a problem that you knew was possible, you've seen it before, or you just know that the fundamentals of the problem should be solvable.  We I will admit that I had one that stumped me for over two weeks. I was talking to a friend of mine about using Parent/Child List items and how to automatically tie them together and create them within one form.  Without hesitation, I was like, "Sure that should be simple, just input information into one form, then use a workflow to sift through (loop) and create child items from the one list."  Note to self: Do not commit to a solution before writing it out! Honestly that sounded really simple in theory and should have been, but when I started down the reality path of developing the solution, it became a real brainteaser.  I thought about using InfoPath, SharePoint, and Nintex Forms, but each time I got stumped at how to exactly get the child items into the list in the first place.   After spe

Everyone has a different data model in Salesforce. But there are common elements to every use case no matter how complicated. You have Objects, Fields & Reports. This means when you want to create dynamic documents out of Salesforce data you need to dynamically replicate it on the page. Sometimes there are 3 records sometimes there are 40 Related. Either way the methods are the same to reach the data.  There are five main ways to replicate data with Drawloop Dynamic Document Generation… Row Table Grouped Section Hierarchy Documentation for reference: https://help.nintex.com/en-US/docgensf/Templates/Replication.htm

Introduction Repeating sections are very powerful if you want to create 1 to many relationships within your Nintex Forms. However, they come with some caveats when you need to parse, use and display the data stored within them. This blog post introduces you to the Repeating Section Control, explains the parsing issue in depth and explains some existing solutions that was created earlier by the Nintex community. At the end of the post, I will introduce you to a Custom Field Type that I created to help non-technical users quickly display the Repeating Sections Data in List Views without creating Workflows or getting their hands dirty with XML, XSLT or Java script. So, what is the repeating section control?The repeating section control is basically a container, which means that any controls added in the repeating section in the des

A customer recently asked if they can use the new Data Lookup control and Data Sources in Nintex Workflow Cloud with an anonymous form. The answer is Yes, if it is not an embedded form. This video will show you how its done.  Cheers,Euan

The “User Interaction” category of workflow actions in Nintex Workflow provides extremely useful functionality for human interaction with workflows.  These actions handle assigning tasks, prompting for information, and sending alerts to users. The “Assign To-Do task” workflow action assigns a workflow task and sends a notification to one or more users to complete.  The task assignee must perform the task and mark it as complete via a workflow task form before the workflow can continue.  The action configuration allows workflow designers to use an existing or create a new content type that inherits from the “Workflow Task” parent content type. The workflow task form that is generated for the “Assign To-Do Task” action uses the default SharePoint workflow task form, even if you create a new content type via the Nintex user interface. In order to complete the task, a user must change the Status field to “Completed” (see the images below).  My experience so f

By @paul_hsu If you ask an executive in any company this question: Would you like to become operationally excellent? Without a doubt the answer would be a resounding yes, even if the executives didn’t know what operational excellence means. It just sounds….right. Conversely, no companies would ever agree to be just operationally mediocre when they know that they have the ability to take it to the next level.So, assuming we are aligned on the above, then the question becomes: What is operational excellence and how does one achieve it? Achieving operational excellenceA search on the internet yields many definitions, such as “the ability to see the flow of value to customer and fix the flow when it breaks down” and a “philoso

 Ready to kick of the new year with some great new RPA knowledge? Then join our technical trainer, Wizard of Wizards, Marlon for tips and tricks on how to get the most out of your Kryon Automation Wizards. The recorded session is available here. You can also find the presentation and demonstrated wizards attached here below. In this 30-minute session Wizard Marlon will walk you through ways to enrich your automation development skills, including: What is JavaScript How to add JavaScript to your automation wizards? Introduction to ASCII Characters How to use ASCII Characters to make your automation more robust And a

The first time I worked with attachments in a workflow, I ask where are the attachments stored and how can I show all attachments in the following workflow tasks to give an approver the possibility to read the attachments. I have attached an NINTEX 2013 example site workflow using NINTEX Forms 2013. A prerequisite is the installation of the Get List Item Attachment in Base64 Custom Action from Vadim Tabakman‌ (see http://www.vadimtabakman.com/nintex-workflow-get-list-item-attachment-in-base64-custom-action-happy-thanksgiving.aspx). In the first Flexi Task you can add multiple attachments. The task IDs are stored in the workflow variable

December saw a collection of new PMBOK templates for Promapp and a great new tool to leverage Nintex Workflow Cloud forms in your Salesforce environment! If you have not yet had a chance to check out the Discover Nintex Workflow Cloud playlist on the Nintex YouTube channel be sure to review it to see how you can build workflow solutions from scratch with Nintex! Alright, now let's take a look at what was built in December. ToolsSalesforce NWC Forms Component - The Salesforce Lightning Component for NWC will allow you to embed NWC forms directly onto your Lightning page layoutsPromapp

Microsoft Teams is now the company’s fastest growing application ever, with over 13 million daily active users and 91 of the Fortune 100 companies using the communication and collaboration platform. Such phenomenal growth leads to some more familiar challenges beyond simply automating the publishing of content and that’s how organisations administer and govern their Microsoft Teams deployments efficiently, effectively and reliably. Let me introduce you to the new Microsoft Teams capabilities in Nintex Workflow.Launched this week, the comprehensive set of actions within Nintex Workflow Cloud for Microsoft Teams allows organisations to go beyond simply automating the publishing of content, but significant administration and governance of Microsoft Teams.We’ll take a look at the range of capabilities launched, show you how to leverage those in a workflow,  and dive into a specific use. Lastly, I’ll outline all the different options available to you with Nintex Workflow Cl

                  Preview from: Some thoughts on process management in 2020 As 2020 was coming to a close, I thought it might be interesting to hear from some process management professionals about how the year went. I solicited the help of two of my peers in the industry - Jean Suh at Capital Group and Jerome Deveix at Salesforce. Check out the stories below to see their thoughts on 2020, goa

This post is now out of date and updated information can be found here.  Many customers and organizations have workflows with a small number of actions to automate different business processes and help bring efficiency into the organization. Recognizing that this is a common scenario, Nintex has introduced a concept called Limited Action Workflows to help customers understand what will or will not be counted against the their workflow allowance. What is a Limited Action Workflow? Workflows that have less than or equal to five actions and don’t start another workflow will be considered as Limited Action Workflows. These workflows will not be counted towards the workflow allocation. This will allow customers to automate simple common business scenarios

Are you about to upgrade?Want to know more about the new features you will be getting? First, you should read the release notes - this is where we write all about the new features.Then, you can check out these release overview webinars: 19.1 Webinar20.3 Webinar20.9 Webinar If you are more of a reader, you can find the webinar's pr