News and Guidelines

Get up to date with the latest templates from the month of February, including a new Nintex Workflow Cloud workflows, including an example of how to use the new Repeating Sections feature, and new K2 Cloud Back to Work templates! PromappProperty Tax Rebate - Provide citizens with rebate for unused property taxes after selling a property.Nintex Workflow CloudMenu Order Form - Learn how repeating sections work with a Menu Order Form example SAP Vendor Onboarding (with RPA) - Streamline your SAP vendor onboarding process using Nintex Workflow Cloud, Nintex Forms and Nintex RPA. SAP Vendor Onboarding (with ECS Core) - Streamline your SAP vendor onboarding process using Nintex Workflow Cloud, Nintex Forms and Theobald Software's ECS Core.K2 CloudBackToWork - Access App – Provides Easy Access management of check-in/check-out of staff or visitors to a business location. BackToWork - Resource Management - Provide easy resource deployment and tracking across departments and organizations.

Note: All of this information is now available in the Nintex Help article found here: https://help.nintex.com/en-US/rpa/Actions/Unlock.htm IntroSo you have a routine botflow that you want to run completely in the background, with no human touch to get it started? Sounds like a perfect candidate to run on a schedule, or in an “unattended” manner. Before we get into the weeds, let’s talk some basics. The Basics of Attended vs UnattendedTypically, an initial deployment of a Nintex RPA botflow will involve a user opening Nintex Bot, maybe loading some data and logging into various systems and then finally clicking play to run the botflow. This might happen on an actual workstation/desktop/laptop but it could also happen in a virtual environment as well. This is what would be classified as an attended botflow, requiring a human touch to get it up and running. A lot of people stop here. They’re perfectly OK with the amount of effort it takes to get this all setup and running. This is 100% fi

Life is full of give and take situations. Mapping and managing business processes in Promapp is no exception (pun intended) to this rule. With Promapp, you can easily capture and present a process in a simple to read format that engages the end users. This is obviously a good thing. One of the ways we maintain simplicity in our process format is with scrupulous discrimination when it comes to the use of decision diamonds to communicate process exceptions. In fact, when dealing with a single-step exception decision diamonds are to be avoided altogether in lieu of Notes. In terms of the process story being told, using Notes instead of a traditional decision diamond compromises nothing. It allows the process writer to be true to the actual process flow while presenting it in a way that emphasizes the main path of the process. All details for the exception path are stored within the Note. So far, so good. However, one of the drawbacks to this method is the loss of a visual exception cue. W

Our product team have been hard at work, and what a release Nintex Workflow Cloud 120 was! Amongst the new capabilities as part of this epic release; a new action called Run DocGen Package has been added to the toolkit. This action is an incredible addition to provide greater value to you if you are using Salesforce along with Nintex Workflow Cloud and Nintex Drawloop DocGen. So what exactly is Nintex Drawloop DocGen for Salesforce? It's essentially what the name says; generating a document in Salesforce. I'll take that one step further; generating a dynamic document in Salesforce using your data. Think of all the times you have spent hours collating your data from Salesforce and putting together a document when you'd rather be doing something else. I'll throw some examples at you, in case you'd rather forget those hours lost; Sending a prospect a quote. Analysing the health of a customer account using Salesforce reports. Putting together legal terms and conditions for negotiation

The Nintex Community will be offline on 4 March for some essential maintenance.You will still be able to read posts, but you will not be able to ask questions during this time and new registrations won’t be possible.This downtime is required to prepare for upcoming changes to our new-look Nintex Community.When: 4 March 00:01 Thursday, Pacific Time (PT).How long: The process will start at 00:01 (PT) and continue for a maximum of 8 hours. If you have any questions or concerns – please email Nintex.community@nintex.com.

Truth! But it's important to know how.  Your success depends on your automation decisions, and we're here to help.  Check out our guide, where we share:  -The ins and outs of Process Discovery-The key benefits of using Process Discovery-Helpful tips on how you can fully realize each of these benefits  +more!  Deep dive into our guide Scale Your RPA Success Kryon Process Discovery below! Which tips surprised you the most? Let us know in the comments below! 

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. Delegated Contact icon: Note: If your Partner is not listed in the step below (5), please reach out to your Account Manager to get them associated as an active partner.5. Select the Partner account and desired contact for delegated access.6. Select Submit.Once submitted, the chosen Partner Contact will be able to access Customer Central via the Partner Portal. The Partner will need to choose the My Customers Tab > Se

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 support to be able to create data sources from SharePoint, Azure Active Directory, and any custom connecto

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 actions currently available with Google Sheets are:   The operations available for data sources in forms are:Get spreadsheets  Google Calendar Google Calendar is a powerful scheduling and time management service developed by Google that allows users to spend le

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 “Log to instance details” action will allow you to see during and after a test run what values ‘variable-wise’ are going into your workflow. In the picture above I am adding a log action to my workflow. I set

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 to the RSS feed for the Release notes. You can still subscribe to the RSS feed updates here.The changeover will occur from Friday (2/5/2021) through the next week.If you have any queries, please email the Technical Content team.

 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 application ONLY. After a long time of using google, i finally found a work around. User submits and tries to submit at a later stage. The end result is:  How did I achieve this? Resources:SharePoint 2016 on-premiseList libraryNintex Responsive Forms 2016Nintex Workflow 2016 I created the list and customised the item form using Nintex's responsive form designer.Fields: Staff Name Id Number Employee Number Position Department Highest Standard Completed

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.5. Add a calculated value control (I called it GetName). Enter the formula as shown below:     lookup("<ListName>","UserName",toUpper(Current User),"UserName")         

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 means customers can use it in a wide range of use cases, making it perfect for integration into NWC. The connector we have develope

                  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 those benefits available to workers throughout an organization, it is vital that we understand and properly address all valid concerns while clearing up common misunderstandings associated with the concept of standardization. See full post here: About process standards

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 spending several hours looking through this

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 *In this article I am going to focus on the two most common ways… Row & Table. Row Replication “I have an Opportunity and want to display the related products in a table.” This is a common quote to cash use case. Swap out the objects for custom ones and the use case changes. What doesn’t change is the calorie burn to set this up. "I have data related with a one to man

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 design time will be replicated in the runtime when the end-user clicks to add a new row. The end-user can also click the “x” icon to remove rows. Using Repeating S

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 far is this process is not very

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 “philosophy of the workplace where problem-solving, teamwork, and leadership results in the ongoing improvement in an organization.” These are right in their own terms, but at Nintex we put it simply as the execution of the business strategy more consistently and reliably tha

 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 live demonstration!