News and Guidelines

Great News!! I just published a new how-to article on Nintex DocGen. Do you need to let users generate documents like proposals, contracts, or NDAs—right from a form in your app? With Nintex DocGen, this is not only possible, but it's also straightforward and simple. With short videos and a step-by-step guide, we walk you through how to: Add a Generate Document  button to your form using the Page Designer Connect the button to an Action Flow Configure the Generate Document action This guide is perfect for builders who have an app layout ready and a document package already created and are ready to automate document workflows.📄 Read the full article:  Add Generate Document button to an app Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.  

Starting in Nintex Automation K2 version 5.8.1, newly created forms will now default to the Dynamic theme. This change helps ensure a more modern, consistent styling experience right from the start—no extra configuration required. What’s changing?In previous versions, new forms defaulted to the legacy theme unless manually changed. With this update, the “Use Legacy Theme” setting is now unchecked by default. New forms will automatically use the Dynamic theme, aligning with a modern design standard and streamlined styling.This change only affects newly created forms. All existing forms, previously upgraded collateral, and SharePoint-generated forms will retain their original theme settings. Why this mattersThe Dynamic theme offers a more contemporary design and consistent color styling. With its default style profile, forms automatically apply a unified set of colors, such as main accents, page backgrounds, and content areas, ensuring a cohesive look across your applications. What if I

  The Customer Enablement team is thrilled to announce the release of a new activity course! This course comprises five scenario-based activities to help you develop your skills using Nintex Apps and Workflow, and to start unlocking a world of possibility when the two platforms are used together! Each activity includes details to guide you through accomplishing the tasks presented in the scenario, but familiarity with both Nintex Apps and Workflow is encouraged. Ready to get started? Check out the new activity course here. Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.

  The Customer Enablement team is thrilled to announce the release of a new activity course! This course comprises five scenario-based activities to help you develop your skills using Nintex Apps and Workflow, and to start unlocking a world of possibility when the two platforms are used together! Each activity includes details to guide you through accomplishing the tasks presented in the scenario, but familiarity with both Nintex Apps and Workflow is encouraged. Ready to get started? Check out the new activity course here. Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.

🎉 Welcome to the New Nintex DocGen Space! 📝 We’re excited to introduce a brand-new space in Community dedicated to Nintex DocGen—your go-to spot for tips, updates, and resources around document automation for Nintex Apps customers and builders.To kick things off, check out our first article in the series:🔗 Create tags and tag your document📌 This is just the beginning!We’ve got more how-tos, deep dives, and expert insights headed your way soon. Keep an eye on the Content Corner and make sure to follow the space so you don’t miss a thing.

🎉 Build a "Hello World" Application with Nintex Automation K2 for SharePoint! 🎉 We're thrilled to announce our latest beginner-friendly video tutorial, designed to help you kick-start your automation journey with Nintex Automation K2 for SharePoint. This comprehensive, step-by-step guide walks you through creating a fully functional "Hello World" application, showcasing how workflows streamline tasks and seamlessly interact with SharePoint data. What you'll learn:✅ Activate Nintex Automation K2 within your SharePoint environment ✅ Create application elements and manage data sources ✅ Build a basic workflow with tasks and decisions ✅ Deploy and test your workflow by adding and interacting with list items ✅ Generate insightful reports to evaluate workflow performance ✅ Update and enhance your workflow, including automation notifications Whether just beginning or brushing up on your skills, this tutorial provides the perfect foundation for mastering Nintex Automation K2 workflows. Check

Hello,Looks like I have the same problem others have reported with their Nintex University logins.  Can you please fix mine as well.Thanks

 Hello Process Manager users! The Customer Enablement team is thrilled to announce the release of brand-new How-To content that now features our latest AI-powered capabilities! These updates are designed to enhance your learning journey and help you get the most out of Process Manager. Whether you’re exploring features for the first time or brushing up on best practices, we’ve got you covered. Check out what’s new and stay ahead with content that’s always evolving—just like our platform. Nintex How-To Center New How-To Video Process Capture Overview: Welcome to this video on how to use Process Capture—the AI-powered feature that revolutionizes process documentation. With Process Capture, you can quickly and accurately record processes directly from real user activities. This innovative tool minimizes manual effort while ensuring objective documentation, all seamlessly integrated into Nintex Process Manager. AI Process Generator Overview: Welcome to this video on how to use AI

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Hello, I am using Nintex Automation, and I noticed that there is no export button available for exporting a workflow. Is this feature unavailable in my version or platform, or is there an alternative way to export workflows? If not, how can I save my workflow locally? Thanks 

I am running into a problem where I cant log into Nintex university. it takes my credentials with no error then goes to a blank screen that just says working and the URL shows https://myauth.nintex.com/samlp/ has anyone else found a solution to this? I have seen some other users get the same error but have not found a solution

Big news for Salesforce and Nintex DocGen users! If you’re looking for a way to seamlessly generate documents using Agentforce, we’ve got you covered. Our latest step-by-step guide walks you through everything you need to know.🔥 What’s Inside?✅ End-User Guide – Learn how to generate contracts, proposals, and more using simple chat commands in Agentforce.✅ Admin Setup – Follow our streamlined instructions to configure Agentforce for DocGen in minutes.✅ Troubleshooting & FAQs – Get quick fixes for common setup issues. 🎥 Watch & LearnWe’ve even included video tutorials to make setup a breeze! 🚀🔗 Check out the full guide here: Use and Configure DocGen for Salesforce with Agentforce Got questions? Join the discussion in the Nintex Community and share your experience! 💬Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and

I’m experiencing an issue similar to previous users who have attempted to access Nintex University. After logging in and then clicking onto a Nintex University link, the tab gets stuck on ‘Working’.By the looks of it, previous issues were fixed through a private message from Nintex, so I’m reaching out for further help on this matter. 

In this month’s user spotlight blog, we’re talking to Mark du Toit, a Solutions Engineer here at Nintex. What is your current role and some career background?Solution Engineer, 3yrs, and I have played various roles within the Enterprise Content Management and Business Process Management fields, including (but not limited to), Principal Consultant, Solution Designer, Solution Engineer, Domain Architect, etc.Which Nintex Product are you most passionate about and why?Process Manager and Nintex Workflow, because I get to define processes and get customer buy-in using Process Manager, and then automate those workflows using Nintex Workflow… to see them come to life!What do you enjoy most about answering Community questions? I like the sense of community and supporting fellow process aficionados, it’s never great struggling on your own, and knowing that you have a community you can lean on for advice is awesome.Is there any advice you would give to users learning Nintex?Just keep trying… bum

The Nintex Workflow workflow designer makes it easy to create workflows. Actions can be dragged and dropped from the toolbox, which also has a search bar for finding the action you need.Commonly used actions have been put at our fingertips to make things easier.Click the plus icon in the designer, and a context menu appears with five frequently used actions, such as Send an email and Set a variable value.If our favorite action does not appear, there is also a search bar to help find it.Click the action to add it to the workflow. 

Use caseNintex Workflow has SharePoint start events for new and updated items, but workflows must be manually triggered in some scenarios. A Nintex Workflow can be created that accepts an item ID so it knows which item to operate on, but wouldn’t it be much easier to pass data and start a workflow on an item with just one click? SolutionWe begin by creating a new workflow with a form start event in Nintex Workflow.To pass the ID of the SharePoint item to the start form, we take advantage of the getQueryStringParameter function.We create a form variable and add a getQueryStringParameter function with a text parameter of “ID”getQueryStringParameter("ID") Alternatively, we can display the item ID on the form by setting the function as a default parameter for a form control. SharePointTo add the link to SharePoint, the modern view must be used.We add a single line of text column to the list. From the column dropdown, we select Column settings > Format this column.A panel opens to the le

I'm encountering an issue where I can't access the welcome screen after successfully logging into Nintex University. The tab keep saying Working….but i am not going to anywhere.Can anybody help with the issue? Thanks

The Customer Enablement team is thrilled to announce the release of a new learning path available on Nintex University, which teaches the basics of Nintex Apps for Salesforce! 😎Whether you already have experience building in Nintex Apps or are just starting your building journey, this learning path will help you gain confidence and develop your skills! Begin today to discover how you can unlock the next level of UX flexibility and design independence using Nintex Apps for Salesforce!Learn the basics of Nintex Apps for Salesforce today! Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.

Have you ever wanted to make the options displayed in a radio button control (single choice control) dynamic?  For example, we have a menu that changes daily across all three meal types (breakfast, lunch and dinner).  Here’s an example shown in a SharePoint list for today’s menu: In the past, if you wanted to present these dynamically, you’d have to create 3 choice controls (one each for breakfast, lunch and dinner) and hide the ones that weren’t needed via a rule.  Then when the user has made their selection, you also have to know to retrieve the value from the meal type that was selected.  All off this is pretty straightforward but at Nintex, we’re not satisfied with straightfoward - we want it to be fast and easy. So you might have seen @SimonMuntz’s recent post on using data source variables with the single choice control.  That’ s exactly what you’d use for this scenario. First, you have to set up your data source variable.  Here’s the help topic on doing this if you need some ass

Hello Guys, I have a little problem, when i want to save my forms as a pdf the pdf is not showing the same result as the runtime, please if anyone can suggest a solution. thank you 

We’re excited to announce a new course on Nintex University that teaches you how to create custom plugins for your Nintex Workflow forms 🎉Whether you're an experienced developer or just starting your development journey, this course will guide you through building, deploying, and securing plugins that enhance your form functionality. Learn best practices, explore a real-world example, and gain the skills to extend Nintex solutions confidently.Get started today and take your automation skills to the next level!Create custom form controls with pluginsWhile you are there, check out our other developer courses that have been recently published.Enhance Nintex workflows with Xtensions Explore advanced features of Xtensions Integrate with Nintex Automation Cloud API Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-