News and Guidelines

With the release of the Nintex Workflow for Office 365 Web Request action, it opens a whole new world of functionality to your Nintex Workflows.  SharePoint online still exposes a number of ASMX web web services.  You can now call those web services and get the data or update data as you need it. Not only can you call ASMX web services, but you can also perform HTTP GETs, POSTs, PUTs and you can also build your own HTTP packets for your requests. In this post, you'll see how to make a call to an ASMX web service.  Specifically, the SharePoint Lists.asmx web service, in order to call the GetList web method. This is what the Web Request action looks like :

Credit where credit is due, this was inspired in part by Michael's post of similar nature using Nintex for Salesforce and Drawloop, find it here.  IntroductionSometimes when creating a botflow in Nintex RPA, you might be required to interact with a website or application that isn’t ‘behaving’ as you might expect it to. Maybe the bullseye is pulling out too much when you drop it, or maybe it isn’t pulling out enough, or there is a list you need to iterate through but it isn’t contained in a table. There are all examples where using Excel as the middle-man can help out. You might be questioning “Why use Excel? Why not Notepad or internal variables?”. The simple answer is that this is just the method I prefer. Nintex RPA has some really great interactions baked in

You have a bunch of manual processes and the road may be long to complete and automate everything the way you want. So, do you add a temporary fix in the short term? Is the calorie burn even worth it? Maybe it’s better to just focus on the greater goal and leave everything manual. A family pet makes a mistake on the carpet. You know you need to clean it up. In some cases, you need to rip and replace the carpet. Instead you cover it up until you decide on the path best taken. This is what I call "Newspaper Automation". By covering the stain with newspaper, I fixed it right? My wife would not agree but she isn't writing this article. In regards to automation sometimes adding a small fix can be a big change. For example, I had a customer that wanted to generate contracts out of their Salesforce environment and get them eSigned. They were not aware of Nintex Workflow Cloud. SIDE NOTE: Nintex Workflow Cloud or NWC can handle many

Is your organization looking to move your content and processes to the Microsoft Cloud? As more and more companies start the planning and migration process, they struggle with the numerous choices and decisions that need to be made on getting there as well as realizing all the benefits moving to the cloud can bring.Gig Werks a Premier Nintex Partner and Microsoft Gold Partner, will be hosting an upcoming webcast to help guide you on that journey and deliver the information you need to make the right choices and setup your organization for a successful migration, end-user adoption and realizing the full potential the cloud and Nintex has to offer.During the webcast, we will discuss best practices to move to the Microsoft Cloud and how to apply process using Nintex Workf

A very common ask amongst the Nintex Workflow Cloud community has been a landing page for users to be able to review and complete tasks without being granted full rights to access the workflow designer. Up until our most recent release, the best way to accomplish this was building a custom landing page using our extensive Task API's. While this was a workable solution for many customers, feedback skewed towards keeping this page within a customer's Nintex Workflow Cloud tenant on a Nintex Hosted landing page. With that feedback in mind, we have rolled out the Participant Task Experience in Nintex Workflow Cloud! Before we go through what this looks like, there are a few considerations that we need to cover. The user will need to be added to the Nintex Workflow Cloud Tenant as a participant** The user will need to be part of your domain

Nintex Highlights for 2019 For all of the amazing customers and partners of Nintex, this blog is dedicated to you! It's hard to believe that the last few days of 2019 is upon us. If you're like me you are probably scratching your head like where did the year go? Even though the year is coming to an end, I figured it would only be appropriate to recap some of the amazing accomplishments on the Nintex platform during 2019: Before I begin this blog, I would like to pay homage to our Nintex family member Tom Castiglia. Tom was a man of faith, compassion, and excitement for Nintex. You are missed my friend, and will always be remembered! January: Nintex hit the ground running, with our HUGE announcement on a strategic partnership with Adobe to bring new native electronic signature capabilities, called  Nintex Sign Powered by Adobe Sign. For more information on this blockbuster release, please visit:

I was asked to create a workflow to send a reminder email to all the manager's that have time cards yet to be reviewed by them. I want to send only one email, even if they had more than one time card to review. This is a SITE workflow. This way I can schedule it to run when I want. You can schedule it to run at what ever interval you desire. List or Library workflows work best when set up to run when something is created or modified. First set up your variables.  This is what my workflow looks like.  Configure your first query: I filtered by the status of Submitted as they are ready for review but not yet reviewed.Select your "Collection" variable.

What is Nintex Workflow Cloud (NWC)?It’s a state-of-the-art cloud workflow capability that lets you easily extend and connect your forms, applications, content, and systems of record, with the people who make the decisions your business relies upon to succeedNintex Workflow Cloud empowers anyone in your organization to unlock the transformational business benefits of humancentric workflow automation. Why Nintex Workflow Cloud?Four main key factors that determine why should be used NWC:EASY Hit the ground running fast with a cloud-based solution that removes 

It was a busy conference for Nintex in Chicago. Technical Evangelist, Terry Simpson had to juggle a lot of things.  He started off with a 2 hour workshop that focused on Process Mapping with the Nintex Promapp tool.  If you haven't seen it, it's definitely time to take a look.   Wednesday, Terry had a session named Art of the Possible: Automation Demystified.  This was a technical deep dive into the tools that businesses can use to help their automation needs, with specific focus on time saving and increasing productivity. Thursday, a session on Clicks not Code.  He

See post on SimplifyingProcesses.com Execute your BPM plan and establish continuous improvementAs a quick recap – in Part One of this blog series, I suggested that digital transformation efforts can often be derailed by an organization’s lack of process knowledge. I followed by positioning business process management (BPM) to better understand, capture, and manage process knowledge. Then, in Pa

I recently attended the Dreamforce event in San Francisco. While there and speaking with new/current customers... something became clear. There is an AMAZING feature that is not commonly used by our current customers. I was completely shocked when folks were so excited to hear about a feature they already have (not an add-on) they are not using that could completely remove manual tasks for their users while also keeping your Salesforce data live and accurate. This feature is called INSERT-UPDATE. I have added a link to the setup of this feature at the bottom of this article. "What is this feature? Why do I care?" Great Question! Insert-Update will allow a Document Generation Package (at the beginning of creation or the end) to update your Salesforce data model. Why you care is really a creative answer. You can update ANYTHING. You can create Tasks. So, if you have a use-case where

The initial release of the online version of the Nintex RPA and Nintex RPA Central documentation is now available. This release represents the beginning of 100% online documentation availability and the ability to continuously update the documentation with the latest information. This release of the Nintex RPA online help documentation features:Information for using Nintex RPA Quick start information for the new Nintex RPA Central  Installation information for Nintex RPA 

I was trying to find a simple way to get an Employee's Manager in a People field on a form.  You can use a Calculated Field to display the Manager but I couldn't connect that directly to a People column.  Also, in some cases, the Manager a person reports to is not always the Manager in their User Profile, so I wanted to give users the ability to select the appropriate manager as an alternative option. I found a few posts that used JavaScript to do this, but they seemed needlessly complicated.  I used People Picker Extensions and JavaScript events in Nintex Forms as references and came up with a simpler solution (also, I'm using Nintex Forms Enterprise version 1.12.2.20).  First, I added a People Field for the Employee:Formula: Current User Store Client ID in JavaScript variable: Yes Client ID JavaScript variable name: E

Have You ever had the situation in Forms Designer that the minimal width of a list lookup control is too big for your form? In this example I wanted to insert a list lookup for 'unit of measure' to the right of the 'quantity' field.But the width of the inserted control is too big and I could not shrink it in Forms Designer. What to do?CSS is your friend. Assign a class name to the control, e.g. 'measure' and enter a little piece of CSS in the form settings:Now the form looks as exspected:You have to play with the number of pixels for width und position. For the width its important to use '!important'

Mistakes happen, change is needed, so you need to make sure you’re supported when it is. We hope the Nintex Workflow Generator reduces these incidents of change by adding better compliance pre build but when you need to rollback or simply track the history, introducing Nintex Workflow Cloud Version History.For the most part, version history is fairly self-explanatory. It’s a history of all your workflow version events, Saved (minor) or Published (major). What it does give you is control over storing, tracking and restoring your Nintex workflow cloud workflows, as well as enforce auditing of changes using comments.Workflow SettingsBut first let’s tackle the small configuration setting required. Under Settings – Workflow Settings there are two simple on/off options regarding whether to make comments compulsory fo

This is a brief blog to overview the migration tools that work for Nintex. For more information about migrations, please visit the Nintex Migration Center. How to Approach a Migration with Nintex?Before a migration, perform an inventory of what processes you have that should be migrated. Run the Know Your Workflow script to gather as much information as possible to help make smart transition decisions. Once you’ve decided which workflows to move, prepare them by either replacing actions that are more compatible for Office 365 or assessing the benefits of rebuilding the process from scratch in order to take maximum advantage of Office 365’s platform functions. Remember, there’s no wrong way to build a workflow, but there are more efficient ways for that workflow to run depending on the platform and functionality available. Ch

SummaryNintex Form Rule will not execute as expected when using the List Lookup Control output for the value used in Nintex Rule due to ID-prefix. ResolutionWhile in the Nintex Form Designer, do the following:Alter the Rule to remove the ID-Prefix by using the replace() runtime function and adding the following RegEx:"^[0-9]+;#" For Example:If 'test' is the first value in the list, the value would appear as: "1;#test". A formatting rule will be created to hide a different control, if the List Lookup Control, "LLUP" has a value of 'test'. The following Rule will be used: replace(LLUP, "^[0-9]+;#", "" ) == "test"

As you would recall in our last blog post - A day in the life of the Automation Jedi (Part 1) we were able to design a process map for Mr Happy's automation feedback requirements, if you haven't had a look at it, never fear its located here ...I assume you're all caught up now, and well across our little ballad between Mr Happy and Mr Grumpy. To start automating Mr Happy's automation requirements, we're going to use Nintex Workflow Cloud (NWC) - What is Nintex Workflow Cloud you ask? NWC allows Mr Grumpy to automate his business and transform any business process, no matter how sophisticated– using clicks, not code.To do this he'll need an NWC account, for those tuning in at home, if you don't have one you can sign up for one 

If you have occasion to hide the Save button along the top of a Nintex Form in Office 365, below you will find some simple CSS that you can copy and paste into your Form Settings -> Custom CSS section to do so. Before:   The below CSS will remove the button labels and the Save icon:#RibbonSaveButton{display: none;}‍‍‍‍‍‍‍‍ After:

OverviewPromapp presently has two ways to publish a process.  The first is a basic toggle of the process state available in the editor; this is commonly referred to as Normal mode.  The second requires the editor to specifically click a ‘Publish’ button when saving changes; this is referred to as Publish Only mode as it was previously coupled with the process approvals functionality.NOTE: The publish only mode mechanisms are used when approvals have been enabled. Key DifferencesThe follow describes the key differences between the different mechanisms for publishing are as follows: How to publish a processNormal Mode Edit the process Change the state in the summary section Save the change

Click HERE to see the recorded webinar from November 7th, 2019, hosted by Ayelet Gazit, Training Manager, and Marlon Gobitz, Product Trainer. This webinar covered the following:Release Highlights AI Booster The Enhancements in Advanced Commands HTML Engine- Kryon Now Supports Firefox Web Browser HTML Engine- Support Cross-Domain Frame Localization Support OCR Improvements Improved Authentication Changes in Architecture Improved Security and Compliance Q & A Session:Data security azure Q: when OCR’ing documents through the cloud, e.g., handwriting, how is the security guaranteed? A: “Microsoft is governed by strict standards regardin

 Demonstrations and LearningDay 3 was full of demonstrations and sharing of knowledge.  The traffic at the Nintex booth had a busy tempo all day.  I did notice a lot more in-depth conversations and repeat visitors who wanted to learn more.  It is a lot of fun when 3 or 4 different attendees who are all passionate about the same technology get together.  Several times today this happened where they all started to socialize ideas and visions about how to implement solutions.  Once they get on a role, the idea sharing and learning truly begins.  To me, this is what the Ignite conference is all about.     Microsoft Teams Connector!!

Settled InDay 2 of Microsoft Ignite seemed to have a bit of focus and organized chaos to it.  Today was the day everyone started to settle in.  By now everyone has quickly adapted to the environment and knows where the sessions, food, exhibits, bathroom and most importantly the wifi is located.  I personally experienced great wifi service on Monday and you could tell today everyone figured out the password and was diligently downloading all the new stuff they were learning about. Knowledge SharingAs attendees settled in, the knowledge sharing seemed to pick up steam.  I personally spent the majority of my time at the Nintex Booth.  We had a ton of conversations ranging from what does Nintex do, to best practices, how to's and much more.      

KeynoteDay 1 of the Microsoft Ignite Conference was a very busy day.  The morning started out first thing with the Keynote.  I chose to view it from The Hub and see it broadcast on one of the theatre areas.  Tons of great content and several announcements.  Below are a few that I took note of.Project Cortex - Classifying content in Office 365 Updated Microsoft Edge Power Automate - re-branded Flow + RPA capabilities Azure Arc - Azure management on other clouds Azure Synapse AnalyticsI'll be interested to learn more throughout the week. The HUBFollowing the keynote, I am always interested in the pace and tempo that carries over into the day.  Today did not disappoint.  I spent the majority of the day at the Nintex Booth, #2449.  One of

As it has been asked and instead of sharing the slides of my session "Managing permissions when a workflow is executing" from Nintex InspireX 2017, I think that it's more useful to create a blog post  Minimum permissions to design a workflow (save and publish)Site workflows (On Premises) Site workflows (Office 365) Minimum permissions on the SharePoint site: Design (Workflow Gallery not accessible ; shortcut to create a site workflow not displayed) Full Control (Workflow Gallery accessible ; shortcut to create a site workflow displayed) Minimum permissions on the SharePoint site: Design