News and Guidelines

When you are desiging a workflow, Allowing a task to be sent out to multiple users/ approvers would be helpful in some situations. In Nintex Workflow Cloud, we are planning to support it in future (https://nintex.uservoice.com/forums/430063-5-nintex-workflow-cloud/suggestions/37195216-assigning-task-to-multiple-approvers). In current version of Nintex Workflow Cloud, we can achieve it by calling a sub workflow. I use the following workflow as an example:  I want to assign a task to three difference email. First of all, create a form to accept three emails.And then, we can put those emails into a collection

Do you know what you are doing? Are you doing what you are supposed to do? Workflows can automate a lot of repetitive tasks. Building them with NWC can be a very quick process. The problem is that sometimes knowing what to build requires multiple departments, communication, approvals etc. Trying to chase all that down can be tough to quarterback. Not with Nintex Promapp. For this article I am going to reference a common use case… Contract Redlining.  Let’s say I have users working in Salesforce to close deals. They are dynamically generating their contracts with Nintex Drawloop and sending them to a workflow as a delivery option. The magic of this use case happens in the Nintex workflow. First, based on the Salesforce data model there is an approval based on the discount given. If there is a discount

ProblemOften I have workflows with approval (assign flexi task) actions in that usually run the same generic course:On approve, change status, send notification On reject, change status, send notification asking for updates Now I love the out of the box “Common” properties that can be utilised in workflow such as Approver Comments, Current Date etc. but what I think is missing from here is a link to the item in edit mode (if someone knows how to solve this problem more easily please let me know). Often in the reject email the text will say something along the lines of: Your request has been rejected for the following reasons: {Common:LastApproverComments}Please address the issues and resubmit using the link below: Edit item URL SolutionI was pointed to this awesome article by a colleague that describes the different page types

IntroContinuing from my previous blog post, found here, in this post I am going to outline how I took that list and used it within my botflow to click on each link one at a time. If you did not read that previous blog I published, the goal for my botflow is to go into each city detail page and gather some information before making a decision. Working on this particular website there were a couple of hurdles to overcome, which have been the inspiration for these blog posts.   The problem with this website is that nothing is in a proper web table, using <table> tags. Instead, everything is in a <div> format, which s

I have come across this issue a number of times in the past and more recently forgot this could be a root cause - so want to share the knowledge and also link my uservoice suggestion to this post... ScenarioSomeone in the company wants to add a suggestion to the suggestion scheme.  This could be sensitive or not, so the permissions are determined for each suggestion in the workflow.  For those that are not sensitive, the suggestion is open to all.  For those that are sensitive, the suggestion is open only to the investigating team. IssueThe suggestion goes through an approval route.  It is first assigned to a team of reviewers (SharePoint group) who can approve and choose an "Investigator" using a people picker on the approval task.  This updates the underlying list item, completes the review task and assigns an investigation task to the selected investigator.Note - this workflow was dev

One of the most exciting announcements with the latest drop from the product teams this month would have to be "Execute SQL" from O365 no less..http://help.nintex.com/en-US/O365/Default.htm#O365WorkFlow/Workflow%20Actions/Execute%20SQL.htmYES, this means you can execute SQL from the SharePoint Online platform to your internally hosted SQL servers. This does have some caveats though. Note: The database must be internet-accessible.For this post I'm going to connect to my Azure SQL server.. Ok so first of all get your DB setup with some tables.. I used this to get me started.

Hello world and welcome to my first blog of 2020! My oh my, this year I am so thrilled to share some great technical content that will showcase features, updates and new releases to the Nintex platform. Now before I dive in, I wanted to take moment to give a BIG shout out to my fellow colleagues that make up the Presales team here at Nintex: burked, DocFather_Ray, MMachado, DavidStephen,  JohnHernandez,

Hello, In this blog I'll walk through taking an existing Nintex Form for Office365 that publishes to a list and extract that data from the Sharepoint list into a document using Nintex DocGen.  Hopefully you found that video helpful! Please leave me your thoughts below or reach out on twitter! @sayhellotoryan  Cheers,Ryan

Hello, In this blog I'll walk through taking an existing Nintex Form for Office365 that publishes to a list and extract that data from the Sharepoint list into a document using Nintex DocGen.  Hopefully you found that video helpful! Please leave me your thoughts below or reach out on twitter! @sayhellotoryan  Cheers,Ryan

 Moving to the cloud can be a daunting task for even the most seasoned SharePoint users and administrators, however now more than ever the benefits now far outweighs the effort required. Cloud services have seen a huge uptick in recent years as more and more organizations move workflows from costly on-premises solutions to managed cloud services. This session on moving to Office 365 and SharePoint Online with Nintex will provide an overview of the migration process broken down into three main parts: Planning your SharePoint migration with Nintex Understanding some of the technical considerations you should know before moving to the cloud Reviewing the capability differences between Nintex for SharePoint On-Prem and Nintex for Office 365 Make sure to check out the resource

What steps can be taken to improve accessible experience on Nintex Forms?Tab Based Forms Create Tab like functionality on your Nintex Forms Tab-based Layout Solution Creating Tabs in Nintex Forms  An example of making Nintex Forms elements focus-able with tab-index and JavaScript?InFORMed: Customize Your Nintex Forms JavaScript Events in Nintex Forms Manage focus on a form using keyboard comman

With the encroaching end of a major effort I have been a part of for the better part of this year, the time has come to look back and review all the things that were encountered and see if they could have been done better. I wanted to take a moment and share something that was asked of me mid-way through this project and changed how I approached the workflow. A Bit of BackgroundAt the core, this is nothing more than an approval process. That said, it goes through 9 different approvals ranging from service reps, to field reps, to engineers looking at installed equipment. In total, there are 5 different groups that have to touch this and within each of those groups, it may be assigned to a different user depending on geo-location. So you may already see where I am taking this, but the issue that arose is how can we assign a task to someone but allow for someone else to jump in and take over? Delegation right? Well delegation requires

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