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Hi everyone, I am back again, with a Part 2 continuation from my previous blog post: Promapp is your BEST Friend: https://community.nintex.com/t5/Community-Blogs/Promapp-is-your-BEST-friend/ba-p/91497 Today will start to move beyond the Process Management phase, and into Process Automation. What is Nintex Process Automation: Being able to utilize advanced workflow, document generation, e-signature, and digital forms to quickly streamline and automate processes across teams and systems of record. History:In my previous post, we covered Process Management, by mapping out the Employee Onboarding process in Promapp. The Employee On-boarding process, still ranks as one of the most manual business processes. Some people would like to think that the Employee On-boarding process starts when the new employee begins on the first day. That is partially correct; however, a huge part of the process that begins way before this stage. This is known as "Recruiting", and it all starts with a person in

I recently had a customer who wanted status indicators in his list.  While this can be done using JavaScript, one of my co-workers had come across a simpler approach by using a calculated column that points to the images that already exist in SharePoint.   That worked well and his list views now had a nice indicator related to the status of each item.  Here is a sample of the list view:Instructions for this approach will be in at the bottom of this post.  It's really easy, I promise! I thought it might be a nice touch to include those icons in the form as well.  Here is a sample:I was surprised that the image controls lined up so well when switching between statuses. Here are the steps that I used:Set up your list with choice column that will be used for the status. From the list, click on the List tab.  Click on Nintex Forms, and then click on Customize the item form. For this example, a panel control is placed on top of the label control for the "Status Indicator".  This panel will c

I Recently had a request to get a Project Manager name that is linked to a project when the user selects a project number from a drop-down control. I managed to get the Project managers name using this formula : lookup("Project List", "Project_x0020_Number", parseLookup(Project), "Project_x0020_Manager"). The only issue was I was also getting the ID along with the name. e.g.  234;#Joe Soap. So, to fix this I used a regular expression to remove the ID from the front of the Project Managers name. Steps I took:1. I created a Form Variable. The formula I used to get the project managers name is : lookup("Project List", "Project_x0020_Number", parseLookup(Project), "Project_x0020_Manager") "Project List" - is the name of the list that has the project number and project managers name in it."Project_x0020_Number"  - is the Project number for the Project. "Project" is the name of my drop down control that displays the list of Project numbers in it."Project_x0020_Manager" - is the name of the c

DownloadNintex Workflow Analyzer - Download: Workflow Analyzer Change Set 29292 ChangesNot Applicable Bug FixesAdded null check to ActionCount() in NWFContext class. Change Set 2929 Source CodeGitHub - modembug/WorkflowAnalyzer 

Section Replication Can be usuful when you are trying to gather data that is 3 levels deep! The way this works is you have to create Relationships in the Document Package. You have to set the relationships Copy Type for the child as Section, the grandchild to Table, and the great grandchid to Row.  Below is a Sample of the Relationships setup (Account/Section, Opportunity/Table, OpportunityLineItem/Row)Once you have the relationship setup you will need to get your Word Template Setup. Most customers have the developer tab hidden from their ribbon. This must be added in order for this to work.  Adding the Developer Tab to Microsoft Word RibbonFile > Customize Ribbon > (Ensure Developer is checked).  Adding the Section Tag to your DocumentIn Microsoft Word Naviage to the Devloper Tab. Click on the Aa - Rich Text Content ControlNow you will need to add the Section Tag. You can get the Field Tag from the field Tagger. It will be located at the bottom of the Field Tagger labeled Replc

To show a guide to fill in complex forms, a tool tip is often not enough. Formatted instructions may be displayed in a separate dialog by clicking on an info button: It's a floating window that contains a title bar and a content area. The dialog window can be moved, resized and closed with the 'x' icon by default or by pressing escape key. How can that be done in Nintex Forms? First of all create an info button:I used File:Information green.svg - Wikimedia Commons as button image. Here is the client click coding: NWF$("#Topic_1_help").dialog({    title: "Topic 1",    hide: {        effect: "fade",        duration: 1000    },    maxHeight: 400,    minWidth: 500,    modal: false}); Here the jquery-ui dialog widget is used to display help text. Modal behavior here is non modal, but can be changed to modal setting option modal to true. Now create a Rich Text Control in your form and enter help text: In control settings Visible has to be set to Yes. To hide the Control use css class, e.g. i

What would be the best ways to return to current form when you press Cancel button? I was looking for the confirmation message on cancel button as well. After struggling to get perfect solution on this forum, I managed to find workaround below on this issue. 1. Disable existing/default Cancel button by adding below rule on the button.2. Create a JavaScript button called "Cancel" and add JavaScript function name, "DoRedirect()" under Advanced -> Client click field    2. Place your new JavaScript button on existing Cancel button. 3. Select Form Settings -> Custom JavaScript -> add below code  function  DoRedirect() {     if (confirm("Are you sure you want to cancel? if you cancel now, you will lose any data entered! Press OK to continue, or Cancel to stay on the current page.") == true) {          window.top.location.href= "http://<YourSiteURL>/Lists/<ListName>" ; return true;     } else {         return false;   

We can simply extend the recent release of Nintex Mobile Signature Control to work with desktop/browser. This exercise I will show how I did it combining the blog post Sign your name across my heart from Dan Stoll​ and my previous post on Embedding Signature Pad in Nintex Form. The outcome will be a form supporting the capturing and displaying of Signature on both Nintex Mobile or Desktop form. The Signature data is save as base64 image data in a multi-line of text list column (i.e. "Signature" in this case). Here are the steps I followed: 1. Create a custom list for the purpose. We are going to have only two columns defined, one for the Title (i.e. Single line of text), and the second for Signature (i.e. Multiple line of text - Plain Text), as shown here2. Customize the List Form with Nintex Form, as shown below. And don't forget to also create a layout for Nintex Mobile Phone if you going enable the Signature capture on Nintex Mobile Application.3. We going to set the Signature contr

This is a generic title to solve a specific issue in a Workflow Task list on SharePoint online.Apparently, there is still a open issue in a Workflow Task list with people whom can edit and save Task even they are not the assignee.On February 2015, I posted this question:"Is it possible to let people who needs to Approve/Reject to give only editable access to their Workflow Tasks in O365 (Assign Item Permissions in Assign a Task is not available ... yet). It seems from what I have read from different sources, that they need to have at least Contributor access.But I cannot find a way to avoid them to be able to edit/read the other Workflow Task in the list.I have tried also to update permissions after/while task is created but if I try after, this is not possible a the workflow is blocked until Task is completed. I have also tried parallel but it seems that I cannot get the stored Task ID in the parellel branch as it is empty and I suppose out of context."This question was never answered

How would you like it, if I told you there is an incredible BPM tool that could, do the following and so much more?Enable consistency Improve staff efficiency Enable compliance with industry standards and regulations Reduce the risk of critical failures Improves customer satisfactionWell, if you are like me, then you should be saying sign me up please (www.promapp.com)With the rigorous demands placed on organizations, to standardize and manage their business processes, there is critical need for a BPM tool that is easy to use and adaptable as well, hence Promapp :) Now, before we get started, I have a question for you: Have you downloaded a trial of Promapp yet…? No worries if you have not yet, I am sure you will once you have finished reading this blog  Welcome to PromappWhen you first log into Promapp, the following home screen will appear: Navigation within Promapp:Processes:  This tab will highlight all of the Process that you are Involved in (Process Owner or Process Expert), Own

We all need to start somewhere... Figuring out where that is can sometimes be a challenge, luckily I'm here to help. My name is Ryan O'Leary, I'm a Technical Evangelist, and DocFather at Nintex. All of my upcoming blogs will be on the topic of "Thinking Like a DocFather" how do I and the other DocFathers, I'm looking at you @DocFather_Ray and @DavidStephen think about and solve problems using Nintex products. Having worked at Drawloop for over 7 years, working with hundreds if not thousands of customers and partners. I think we're uniquely positioned to help set you down a path of success. So where do we start? From the beginning. Get the Document It seems so obvious but the very first step to starting any document generation project should be getting the document that your business or your customers business wants to make dynamic. I’m talking about mission critical documents that you want to connect to your Salesforce data model for example: quotes, contracts, proposal, invoices, serv

Welcome to Nintex Connect March Update. To find out more you can either view the video or read the text.  New Connect NotificationsWe just added a new notifications area to the community. To interact with it, locate the icon and bell at the lower right-hand corner of the screen.  Community BlogsStay in the technical know-how with relevant How To's and Tips from the community. Click here to visit that section. Nintex Connect Community GroupsWe are starting up groups in the community to help us engage and collaborate around specific topics. This is one area you don't want to miss out on, and the first group we are starting is for Feedback. Click "join" on the group to join in and let's get connected. Nintex Connect Events CalendarWe have added an events calendar to the community to help you track events that you may be interested in seeing. Visit the User Groups and Events area for more details.

Attachments are things that your company probably can't function without. Users are bound to make mistakes when selecting attachments. Some examples could be when it comes to manually selecting required attachments to a contract you're sending for e-signature, attaching any kind of Salesforce Document file, or including attachments in excess of 15. Save time and effort with the Nintex Drawloop DocGen Package capability, the AdHoc Apex class. This will come in handy especially for those who are code savvy. How is this used?It comes in two parts. FIrst you'd have to create an Apex class that determines which documents you want to have automatically included in the output. The great thing about this class is that you're not limited by any of the file storage locations within Salesforce. You can add attachments for Content, Salesforce Files, Attachments, and even Documents. The second piece you'll need to do is add the name of the class you've just made to the DDP. The field you'll want to

Without having Nintex Forms Enterprise and the handy "Print to PDF" functionality, we often spend a lot of time on workarounds for this.  My good friend and colleague Gary Powell-Jones‌ came up with this solution that he has allowed me to share with you all:Print friendly Nintex FormsDesigning the formThe form can be designed to allow items to not be printed (e.g. appear only on screen) or appear only when printed (such as a disclaimer).For print only items, add a css class of printonly to the control or elementFor no print items, add a css class of noprint to the control or elementNote that the JavaScript below will work even if there are no controls or elements with these css classesForm custom JavaScriptInclude the following snippet in the form custom Javascript. It adds a function called ‘PrintFormHtml’ to print the form, a function to hide print only elements when the form is initially loaded. function PrintFormHtml(){ NWF$('#suiteBar').hide(); NWF$('.noprint').hide(); NWF$('print

**The Xtension referenced in this article is now available in the Nintex Process Accelerator Gallery!!** For those who are confused by the title; "The Final Countdown for Part 1 of a series?!? what's that all about?", I wanted to avoid the Recipe Blogger hate that seems to be rampant on the interwebs these days. If you want to get the finished Xtension and go, and you're not interested in how the sun shining off the snow capped mountains in the Olympic Peninsula inspired me to craft a specific line of swagger, then you can stop after this post! If you are interested in the build out, how we got to this point, and how the Oxford Comma affected my childhood development and love of Swagger, follow me in the community and check for new updates on the series (I'm planning on rolling out an entry every 1-2 weeks). Enough preface, lets get to it. What We're BuildingIn this series I'll be walking through the build out of some additional functionality in the popular Messaging App Slack. The Swa

See post on SimplifyingProcesses.com  Technology wagging the dog? Working in the world of technology has often tested the limits of my ability to uncover inferred meaning from some of the industry’s most overused buzzwords. If “digital transformation” is not at the top of that list, it is certainly close. Regardless of how you find digital transformation being defined (good luck), it is undeniable that more and more companies are allocating resources in pursuit of it. At the risk of being radically redundant, lets borrow the definition from the article linked above: “Digital transformation marks a radical rethinking of how an organization uses technology, people and processes to radically change business performance.”[1] So, assuming we have pinned down this unicorn, it appears that digital transformation is all about improving business performance by appropriately leveraging people, processes, and technology. Notice I did take some liberty to rearrange the components of our given defi

Using the Scheduler in Drawloop can be complex so why not use a workflow to scheulde your documents to be sent out every (Day,Week,Month) at a specific time. This process is easy and can be custimed to fit your needs.  You will need a NWC Tenant and Nintex Drawloop Document Package.  If you have the required items you will need to setup the workflow.Start Event:Once you have set up the start event you will need to query your Salesforce Org. There are a few items that will be required to make this work correctly. Store Record Id -- Create a variable that is a collectionAlso, don't forget to add conditions. This is a filter to generate a document pacakage that meets the criteria.  Now that you have set up the query. Its now time to create a Loop for each. This step has 2 required fields.1.Target Collection: (Choose the variable collection you created in the last step)2. Store Item: (Create another variable that is text. This will be the ID of the record that is being used). The last step

For users of Salesforce utilizing Drawloop there are many delievery options that already exist out of the box such as storage, email and eSign options to name a few. There are times when more steps then one are needed to reach the finish line. For example... Adding an approval process after the Drawloop document has been created but before the eSign process begins. Storing a document in a legacy system Updating an internal system when a specific document is generated Email a document out for a back and forth redline process storing each version Deliever an online form in addition to the document to handle additional inputs to pass either back to Salesforce or into the workflow for additional opporations For these situations Nintex has added a new delivery option to the Drawloop product called "Start Nintex Workflow". This will allow you to pass a Drawloop generated document and optionally some Salesforce variables to an existing workflow in Nintex Workflow Cloud or NWC. Connecting this

For many of us, when we hear workflow, we start to think workflow inside of SharePoint. Whether it is in SharePoint 2013, 2016, O365, or even looking towards 2019, but what about Nintex Workflow Cloud? Perhaps it is because we are comfortable with SharePoint, or perhaps NWC is still new to a lot of us. While NWC is still relatively new, it is very powerful and getting better every day. Also, just like everything else Nintex has to offer, it is easy to use! Here are a few areas highlighting that power and ease of use within Nintex Workflow Cloud. Let's start with…start actions.Simply put, your workflows do not have to start with the creation or modification of a SharePoint item. You could kick off a workflow when a document is dropped into Box, or perhaps when a new record is created inside of Salesforce. This becomes very powerful as your processes are not always embedded within SharePoint and start from various systems. You can even have your custom HTTP-capable applications kick off

Salesforce Lightning - love it or hate it, it's the future of Salesforce. One common problem DocGen users are facing is being able to create custom buttons that are available in both Classic and Lightning. While you might need to do some tricky work to get a custom Javascript button working, there is one thing that anyone can easily do, and that is to create custom object Mass DocGen buttons.  Here are the steps you'll need to take:Navigate to your Setup >> Develop >> Visualforce Pages Click on New Give your new Visualforce Page a good name. (We recommend the format of "massOBJECT_NAME_HEREDdp" Copy and paste the code below (you can replace all the default text that shows up when you make a new page with this code)  <apex:рage id="massOBJECT_NAME_HEREDdp" standardController="OBJECT_API_NAME_HERE" recordSetVar="records" extensions="Loop.MassRedirectPageExt"> <c:massRedirect redirectInfo="{!redirectParams}"/></apex:рage> Replace everything that says "OBJ

For users of the Salesforce echo system, there are often scenarios where data is required to complete a process within a Salesforce app. Whether it’s Sales Cloud, Service Cloud, CPQ or a third-party application, this need continuously pops-up and can halt a process. The problem is, ideal providers of this data are often non-salesforce users. A manual process often is created to request the data from a non-salesforce user, provide them to a salesforce user and then enter the data manually into Salesforce. The manual process could be in the form of emails back-and-forth, a portal (which is costly), or God forbid…. pen and paper! In the day-and-age of automation, it is assumed that there should be some way of streamlining such a process. Well, there is…… In comes Nintex Workflows. Nintex provides an inherent custom e-form capability within it’s workflow platform that can help with this pain-point in a cost-effective manner. These e-forms are drag-and-drop configurable. They can rest on a

The reason I'm writing this is to start addressing a challenge that Cassy Freeman posted in response to my video stating I'll try and help any Nintex customer do more with the platform.  View those videos here - https://www.linkedin.com/in/eharris04/detail/recent-activity/shares/   While this is a challenge for sure, I think I can tackle it in pieces to help everyone out and make some progress. The first thing I did was take a look at what I thought were the most common actions being used in on-premises. This is 100% my opinion so take it for what its worth, but here is the list of actions I chose starting out and some notes about them. On-Premise Action Name Office 365 Action Name Comments about the actions Assign Flexi tasks Task Action and Start a Task Process Use one of these actions to achieve a similar result which is assigning a task to a user to complete Calculate date  Add Time to Date The basic premise of the action is the same. You can add minutes, seconds, day

With the multitude of updates that have come out of product teams this month, I thought it prudent that Nintex Mobile have a say in there as well.. Now there are a few updates for the Mobile clients this month, but the one I'm going to focus on, is one that I have been a big supporter of for some time, and I'm super excited about it.. For a long time, I've been saying, wouldn't it be great if you could track your assets with Nintex Mobile.. You go to all the trouble of putting barcode's on everything, but then you either have to buy a fit for purpose device to read those barcode but then what ?? so lets put this in the picture.. Your the IT goto person on the floor. You have been called out to a customers / users PC.. Firstly you want to get the info of this PC.. How much RAM, processor, owner, software installed etc.. Each asset has a barcode, which has been registered with the companies Service Catalog (One would hope ).. Using Nintex Mobile, scan the barcode and submit through to S

Products: Nintex Workflow 2013, Nintex Workflow 2010 A common request we see is "How do I cancel/terminate a group of site workflows that are in a state of 'Error Occurred'?" This article provides instructions on how to accomplish this. Run the below (attached as well as a *.txt file for your convenience) PowerShell script (PowerShell ISE works well) from a SharePoint Server: PowerShell Script Add-PSSnapin Microsoft.SharePoint.Powershell -ErrorAction SilentlyContinue function Cancel-SPWorkflow(){ PARAM ( [Parameter(ValueFromPipeline=$true)] [Microsoft.SharePoint.Workflow.SPWorkflow] $SPWorkflow ) BEGIN {   } END { } PROCESS {         [Microsoft.SharePoint.Workflow.SPWorkflowManager]::CancelWorkflow($SPworkflow)     } } $(Get-SPWeb http://contoso.com).Workflows | where {[String]$_.StatusText -match [String]"Error"} | Cancel-SPWorkflow    To use the script, replace http://contoso.com with the URL of the site you wish to execute the script against. For

If you notice a broken link on the community but found it from Google or from a bookmark, please do the following actions:Document the URL that you were expecting to work Visit the community and paste the expected terms in the Search bar to see if it brings up the correct post or blog Click here to complete a form to submit the results: If the page is not found at all, submit that to us as "not found" If the page does work but has a different URL, then submit that to us as "OLD & NEW URLS" Happy Navigating the community and helping us improve it. Thanks,Eric