News and Guidelines

Assigning a task in Nintex Workflow Cloud or NWC is a great way to speed up the part of a business process where a human interaction is needed to get to the next step. Examples like approvals for quotes or verifying/capturing data are just a couple examples where this action can be a great value.  Once dragged onto the canvas you can select what type of task you want to run.  Express approval will allow you to use a '"lazy approval" process where one can simply respond to an email to interact with the workflow. This is great for approvals (for example a leave request) but can really be used for anything where a free will decision is needed. 

Using Dan Stoll‌'s excellent walkthrough in Nintex App Studio for the win‌ I started looking at the new custom content functionality in Nintex Mobile App Studio.  It was all going absolute great guns; I had a custom home page with links that would open various apps on my phone (to call, text, read documentation etc) but I had this rather odd issue when I clicked on the sms link that was constructed similar to that below:<p><a href="sms:+1-111-222-3333&body=Love%20your%20work." class="button">SMS JOGA HQ</a></p> My android phone (used for testing only - I am an apple girl through and through) kept giving me this error once I returned to the app from sending a message:I did a search on here and on Google for

A while back you may have heard that Nintex aquired Enablesoft and now offers a RPA solution with Foxtrot. If you have not, go read this article, we'll wait. Since then we have been busy getting Foxtrot integrated with all of the other great products that Nintex has to offer and some of them are being released next month! Here is a quick breakdown of all of the new updates coming to Nintex Foxtrot! BrandingBranding may not seem that glamorious, but have you ever used a set of products that did not feel consistent or look like they all belonged together? Well we wanted to make sure that Nintex Foxtrot got the same amazing look and feel that our other products have so we updated them. You can now change the theme of your Nintex Foxtrot tools to the Nintex colors! Also,

LIke all good stories, this one has a beginning, a middle and an end. In this case data capature, data process and data reporting. facilitated by the Nintex platform for Microsoft Dynamics 365.Before we can jump into the data capture, we'll need to set a foundation for the solution. A connection to a Dynamics 365 environment. Pretty quick and easy to do here in Nintex Workflow Cloud. Setup a connection as follows:Give your connection a sensible name; add the CRM tenant URL; login with relevant credentials - remember, the account you use here relates to the levels of information y

So one of the questions I am often asked is from folks that would like to automate a process that is task driven but does not necessarily conform to a simple Approve / Reject set of outcomes. In Nintex Workflow for Office 365 there aren't the same task actions as there are on premises. That being said, you will just need to roll up your sleeves, build a new content type and you'll be all set. Not sure exactly how to go about building that content type and configuring the Assign Task action to create this single outcome effect? Not a problem. Below are the steps necessary to make your dreams a reality!* *Please note that you will need appropriate site owner permissions to accomplish these steps and I cannot guarantee ALL of your dreams will come true. At least the ones that involve tasks assigned with Nintex Workflow.  Navigate to Site settings

Description:  How to add Adobe Sign text tags in the Nintex Document Tagger for electronic documents requesting information and signature to use in a one step process. Scenario: Customer X has an incorrect address on-file with Company Y and needs Customer X to update this information.  Company Y sends Customer X an electronic document requesting for their most current address and signature.  Let's walkthrough the following scenario of how we would set this up within our workflow. HOW TO SETUP TEXT TAGSDocument TemplateOpen your template where you will want to add your Adobe Sign text tags. Once tags have been added, save file to your document library.                                           TEMPLATE

 Looking for the old Product Downloads page? Product Downloads can now be found within your Customer Central site under 'Product Releases' in the left hand navigation. If you are using your corporate email to access Community, you can use the same email to sign into your Customer Central site. If you do not have access to Customer Central, please reach out to your Nintex administrator and they should be able to add your user to Customer Central via the Contacts section of the site. If you have any questions or feedback, please email

I came across this issue on a few environments lately where ALL workflows in a farm on premise stopped working. Or more specifically, all workflows reported "Failed to start" when triggered to run.  It appears that it is being caused by a .Net Update. One of my colleagues Ozell Walcott found this post from Rodney Viana who details the issue and solution at https://blogs.msdn.microsoft.com/rodneyviana/2018/09/13/after-installing-net-security-patches-to-address-cve-2018-8421-s…  I have not run the powershell script linked in the solution.  Recent update by the original posterImportant - Recent update by

See post on SimplifyingProcesses.com Planning for BPM implementation In Part One of this blog series, I attempted to identify a common problem with digital transformation efforts – they are often driven by technological advancements instead of supported by them. This can result in several negative, unintended consequences (monetary losses, increased cultural resistance to change, and processing errors and defects which require human resources to repair). If we are to avoid jumping the gun in implementing a new technology and thus, experi

You asked, and we listened! Another huge improvement to the Nintex Workflow Cloud Forms designer Introducing the ability to divide the designer into six columns. Importance/ Objective:With this new addition to the Nintex Workflow Cloud forms designer, users will no longer be limited to just 4 columns, which has placed a slight constraint on process designs. Live Use Case: In this example, Vadim Tabakman is the incredible owner UnBeadable Fashion Car Services. As part of being in SOC compliance and keeping up with the Excellence of Services to work at UnBeadable Fashion Car Services, he requires that all of his mechanics perform daily inspections on all vehicles serviced at his place of business. His all-star employee Will Knowles will be performing a routine vehicle inspection on a 2015 Mercedes-Benz. Before we fill out the inspection form, lets

How to execute a SP2013 REST API request with Nintex Workflow​With all the Nintex Workflow actions, we can achieve lots of great workflows. Sometimes, we'd like to build more complicated, technical, reusable workflows. For these workflows, we need more actions and possibilities that can be achieved by calling SharePoint ASMX web services or SP2013 REST API requests.As the ASMX web services are deprecated in SharePoint 2013 and SharePoint Online, it is recommended to use SP2013 REST API instead when it is possible (not all functionalities of the ASMX web services are available in SP2013 REST API).I'd like to help you building your SP2013 REST API requests.There are two categories of SP2013 REST API requests :POST : to update, create or remove information in SharePoint, GET : to retrieve information from SharePoint.The process to execute these two types of requests is different. How to execute a GET

You've asked, and we listened! Introducing Mobile Task for Office 365  What’s newTask participants can now view and respond to workflow tasks via the Nintex Mobile app. What's all the big hype about: In this digital transformation era that we are living in, time is of the essence, so why waste another minute of it, if you don’t have to? Workers need access to information, enterprise business applications and process that they heavily lean on to function on a daily basis. From the Manager who has 15 direct reports, to the VP who has 2 departments that they are in charge of overseeing, to the Safety Operations Manager who has to approve 50 safety inspections at a given time, guess what, this new feature was created just for you!Task assignees will now have full accessibility to all their tasks and can action from any device including the newly updated Nintex mobile app. 

Have you ever wondered if you can set a value that can be changed during signature and then update Salesforce once signatures are complete? Here is the use case. Today, I send out a document with your latest infomation from my companies CRM. You have moved since we last interacted and your data is not correct. Your mailing address has changed and you need to update it during the signature process. In this article I will show you how to accomplish this task using NintexSign and Nintex Drawloop.  There are many steps that will need to be done in order for us to accomplish this use case. We will first need to create a few text tags and there is a syntax that has to be used.  Syntax: {{FieldName/Lablel_es_:Signer#:default("Tag From Field Tagger")}}Real Example: {{OpportunityStage_es_:Signer1:default(“<<Opportunity_StageName>>”)}} To accomplish our use case we would have to create a few text tags to capture the address (4 to be

The Field Tagger is the key to using Drawloop effectively. It allows you to reach all the data in your environment and push to your template documents. Once you know the data you are trying to pull you simply select the Object and Field to reach the desired tag. Then simply copy and paste your tag into your document. *Make sure to select the correct "document type" you are adding the template tags to.  As you go through the field tagger you will see a "View All" option in the "Field" picklist towards the top. The majority of the time this is fine to use and also very helpful to grab and tag quickly. There are still reasons (you will see below) where you will still need to manually go into the "Field" picklist and select a tag specifically. Formatting and Lookup fields are good examples of this. 

Major Announcement: Nintex ProcessFest 2019!!!!!!!!!!! After a year hiatus, Nintex conference is back and going to be better than ever. Introducing Nintex ProcessFest 2019! This three-day training conference is for our devoted customers and partners. September 30th-October 4th, there is no greater place to be than right here in beautiful downtown Bellevue, where you will enjoy keynotes, hands-on learning, certifications, networking and so much fun! For more information, please visit: Nintex ProcessFest 2019 Calling All Speakers:Have a great process focused topic you would like to present at the conference, or perhaps you have a great speaker in mind?

Have you tried Nintex Sign Powered by Adobe. It’s a simple tool to use and very convenient if you are using Drawloop to generate your documents and want to capture Signatures. There are a few steps that you need to take to have data written back to the Agreements object when your data is coming from custom objects. Today, I will take you step by step to get that setup so you can capture Signatures for any of your documents.1.Create a Field on the Agreements Object. The Type will be Lookup and the object will be your custom object. 2.Now that the lookup has been created drag the Agreements Related List onto your layout. 3.In your DocGen Package you will need to create an Insert update. The Object Name will be set to Agreement The Field-Value Pairs will be set to the Lookup field you created in step. You will also need to use a dynamic tag for the ID for that custom object. EX. 

Hi all, Document generation is not for free, so putting some restrictions on this Nintex workflow action seems logical. Without proper configuration, everyone who is allowed to create Nintex workflows can add the Nintex workflow action 'Document Generation' leading potentially to unwanted document generation consumption. For on-premise, there is an option to allow who can use a specific Nintex workflow action. Below, the steps voor Nintex Workflow 2016 in Central Administration are given.Go to 'Nintex Administration'. Click on 'Action Settings' (Group 'Workflow environment'). Select the action 'Document Generation' and click in the ribbon on 'Edit permissions'. De-select 'Make this action available to all users' and add the people who are allowed to use this action. Click on the button [OK] Besides configuring who is allowed to use the workflow action 'Document Generation',

Products: Nintex Workflow 2013  A common request we see is "How do I cancel/terminate a group of list item 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] $SPWorkflow ) BEGIN {   } END { } PROCESS {         [Microsoft.SharePoint.Workflow.SPWorkflowManager]::CancelWorkflow($S

After creating this blog post Collection Operation - Get , i thought it would be good to look at the other Collection Operations in some detail too.As stated in the article above, the Collection Operation action allows you to interact with a Collection Variable. This can be useful in many situations. AddThis method allows you to add to a value at a specific index within a collectionOriginal Collection - Audi; BMW; VolkswagenValue to add - MercedesIndex - 2Resulting Collection - Audi; BMW; Mercedes, Volkswagen RemoveThis method allows you to remove a value from a specific index within a collectionOriginal Collection - Audi; BMW; VolkswagenValue to Remove - BMWIndex - 1Resulting Collection - Audi; Volkswagen Count

UpdatedUpdate 25/01/2019 (January 25th)We are in the final stages of preparing for a move to the new community site and there are a few things that will affect our members:We will be placing the community site into maintenance mode on 04/02/2019 (February 4th) DD/MM/YYYY. This means that the site will be inaccessible during this time and should come back up within 24 hours. We will have more information and a page to address any concerns during this window. User registration will be disabled on 30/01/2019 (January 30th) DD/MM/YYYY as we prepare for the relaunch. This means if you don't already have an account, click here to register before that day, otherwise you'll have to wait until after the new launch to sign up. Without an account, you cannot post questions or responses, so we highly encour

This is where Nintex Workflow meets Shakespeare.  Ok maybe not. But seriously, wow what a release the June 2015 is turning out to be.  Are you ready to start building complex workflow? No????  That's ok... the aim of this post is not to be complicated, but to actually reduce the size of your workflows.  That's because with the addition of the AND and OR functionality, where you previously had nested Conditional Branches, Loops or Run Ifs, now you can configure the multiple conditions into the single action. This is what the workflow could have potentially looked like before :Now that's not too bad, but imagine a big workflow and then it gets quite hard to maintainSo with this release, the above workflow design, changes to this:

Whilst there has been a height of activity with Nintex Workflow Cloud and Nintex for O365 over the past month or so.. The App Studio team have been feverishly coding away with the next amazing release that really sets Nintex App Studio apps apart. This release you will see some UI enhancements to the build process within App Studio. Which brings the new modular design framework to the product. But the biggest addition is what you can now do with Custom Content... 

Hi Everyone!  How awesome would it be if I told you that you no longer need to access the Nintex store to add Live packs as the store will no longer be available!?  It's true!  We have just released the Action Availability functionality for O365 that preloads all the available actions within workflow designer for you. Well, if you're like me, then you're probably asking yourself:Who does this feature apply to?    What's the value add? Where can I go navigate to start using this feature? Why is this feature important? There are several reason why this feature is important and adds value, such as:Eliminates users from having to access the Nintex store to add actions. Disable unnecessary actions that do not apply to your workflows. All your workflow actions can be accessed from one location.Now!  Let's walkthrough the following scenario of an Admin user

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

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 wil