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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

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 w

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

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 ‘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 Building

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 bo

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 c

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 S

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 c

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="{!redi

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 configu

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

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

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)

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

I wanted to post this up here to help you figure out what the best way to create a post, ask a question or just reply to a post on the community. The process is quite simple, but instructions are always helpful: Choose the forum you want to post in (i.e. Nintex for SharePoint Server) Click on "Create a Post" and type in the subject and check if something similar already exist. This is important so please check if something does exist and help keep the content clean. If it truly does not exist, scroll to the bottom, select "my topic hasn't been posted before" > Continue and Post Type your question or statement and provide any links, images or videos as needed Choose the correct label and add any custom tags as needed Ensure the email option is selected so you get notified if someone replies to your post Some things to note:You c

The Dictionary variable type, although the concept is not new, is new in Nintex Workflow for Office 365 for those who are more experienced with the on-premise version of Nintex Workflow, which instead of a Dictionary, there was a Collection variable.  To move your mind into the concept of the Dictionary, takes a little getting used to when you've being working with the collection (or an array of data).  But hopefully this serious of posts will shed some light on the subject and make it a little easier to grasp and utilize in your business processes. What is a Dictionary? I'm sure most of your have opened a dictionary book before.  Remember those things called books?  Oh wait, ok... http://www.dictionary.com .  You probably know that. The concept of the dictionary is that in effect it's based on Name/Value pairs.  Based on the name, you can pull out the value

When building a Nintex Form, you will inevitably be presented with a need for certain fields to have validation rules on them.  It could be a simple rule like the field needs to have data in it.  Or it could be that the field must be between 0 and 10. In this post, we'll be talking about taking the validation to a next level, and we'll be using Regular Expressions to validation fields.  Specifically, the need to have some fields that have numbers and numbers only and others that have alpha characters and no numbers. The example provided in this post will show you on-prem Nintex Forms, but the same functionality will work for Nintex Forms for Office 365. Numbers OnlyFirstly, since you probably already have a control on your form for this, I want to point out that we won't be using the Rules engine in Nintex Forms.  Although that is very powerful, there's no way in those rules to do this type of validation. Instead, doub

We have worked in a solution for the annually employee’s performance review process. The whole solution is powered by Nintex Technologies for SharePoint 2010 (I know, caveman here, sorry!), but that was not even the worst part. We faced few problems related to the fact that the form was pretty large and some users will need to have the form opened for a long period of time - typically during a manager/employee meeting that can last one or two hours. The issue is that SharePoint, by default, has the form digest value set to 30 minutes. This means that after this period, when one attempts to submit the form, the user will receive a nasty error message and will lose of all the data entered. This is a terrible situation and in this article, I will try to suggest two functionalities that combined can offer a way better user experience: “Save”, “Save and Submit” and validation rules: Apparently with NF 2013 version and higher, the “Save and Continue” wou

I have been creating several forms in Nintex Mobile in my O365 tenant for some time now and wanted to add some flare by adding icons the forms. My initial attempts prove somewhat difficult so I wanted to post my results and steps taken to add icons more quickly the next time I need to.  As of this writing, (So yes, I expect this behavior to change in future updates to Nintex Mobile App), the issue I ran into was not being able to upload images to my Site Assets library on my SharePoint site and use those icons within the app. What I found was the app does not use the account that is used to log into the tenant to access the image. So this required me to upload my images to public facing locations so the app could essentially anonymously download.  So this was the next hurdle, I don't have a public facing website I can randomly upload images to. But I thought, I do have OneDrive, DropBox, and a Google account, can't I use those? What I found out was Yes, a

It's here! No longer will you need to mess around with Word Automation Services or Office Quick Parts. Dynamic Document Generation for Nintex Workflow On Premises is here, and it's PACKED with awesome new features.  If you've seen this action in eh action for Nintex Office 365, you'll be aware of the HUGE time savings and efficiency it brings to your business processes whether they be creating a purchase order from a template to send to an external party for electronic signatory; collating new starter data in a security trimmed version controlled ppt file residing on SharePoint for induction material; sending an employee offer letter to a new employee; adding sales proposal details to a template or producing a PDF version of a safety incident report;..... the list goes on and on and on! With these actions combined with electronic signatory we've revolutionised the way you work with hard copy documents which get sent in internal mail for review or worse still, to extern

As one of the community leaders, I wanted to take the opportunity to share an update about a friend and member of the community that made such a large impact on many of us.   Tom Castiglia was one of those guys that just got stuff done, helped where he could and was fun to hang around. While he wasn't the loudest person in the room, if you ever wanted to get super technical and geek out about documents, converting PDFs and OCR technology along with different solutions; he was the guy who offered a unique way to look at it. On January 26, 2019 Tom Castiglia of Scripps Ranch was hiking with friends in Lakeside in San Diego County. He told friends he was experiencing shortness of breath. Members of the hiking group navigated their way into an area with cell phone coverage and c

Recently, I came across an error using Nintex Forms for Office 365. Fortunately the error was isolated to a specific scenario and turned out to have a pretty simple solution as well. The Scenario...Using Nintex Forms on Office 365 to customize the form on a document library (not a regular list) Using the library's Upload link to select a local file that you wish to upload into SharePoint (problem did not occur when clicking Edit Properties or View Properties on an existing document) Using Internet Explorer v11 (problem did not occur with IE10 or Chrome in my testing) The Problem...In the scenario above, I was expecting to have my Nintex Form displayed in a dialog just as SharePoint normally displays the standard Edit Form.  Instead, I was greeted with this erro

Recently I've been involved in that project, where data and information that was being created for years in on premise SharePoints had to be migrated to the sharepoint online environment in office 365‌. All migration was said to be a simple, straightforward and easy due to the usage of sharegate, but... the real truth turned out to be way more dark.Before the real migration started I sat down and started reading about the process and possible obstacles. I can now divide them into 3 groups:Limitations of Sharegate Limitations of SharePoint Online Limitations of Nintex for Office 365.First things first. I will guide you through all and each from them.Limitations of SharegateSharegate is a really great tool. Honestly. It saved me dozens of hours but as well made me frustrated. But still it is great. It really allows not straightforward migrations to be possible (like from SP2007 directly to SP2013 and so on), is th

Related products: Nintex Workflow 2016, Nintex Forms 2016, Nintex Workflow 2013, Nintex Forms 2013, Nintex Workflow 2010, Nintex Forms 2010, Nintex Live Typically when an error comes up around a missing Feature or a duplicate Content Type or Field within SharePoint, it can be difficult to diagnose what exactly is being referenced.  In order to assist with troubleshooting the issues specifically related to Nintex Products, below are Nintex Features, Content Types, and Fields along with their associated IDs. **Please note that some of the Features, Content Types, and Fields are hidden.  Hidden items are not going to be visible within the SharePoint UI. Nintex Features**Note: The feature NintexWorkflowClaimsMigration is only included in SharePoint 2013 environments Feature Feature ID