News and Guidelines

UPDATE: NOW AVAILABLE IN NINTEX FORMS FOR OFFICE 365! To alleviate some of the madness of March, Nintex Forms for On Premises and Office 365 has added two great new features, Save and Continue and the ability to redirect forms. Let's take a look at form redirects first. Redirect URL Nintex Forms had provided the ability to redirect to a different page after forms submission, but now Nintex Forms provides the ability to apply a different redirect per button. If a user selects the "Save" button, they can redirect to a "Thank You" page or to a follow up form. However, if you wish to redirect a user to a different page if they select the "Cancel" button, (as a "Thank You" page would be an odd choice) the form redirect can send the user elsewhere. In the "Button" control setting, expand the 'Advanced' section. There, you will find the "Redirect URL" field. 

We need to have form submissions email a copy (confirmation) of the data submitted to the submitter as well as to the Form (List) manager. How can we do this most easily?

Repeating section as html table in mail describes how to transform a repeating section to html. It was done by template rules. Problem was it outputs all the Text Data that is present in the XML file even if no template rule is defined for a repeating section control since then applies the default rule for text. To avoid that here for-each is used in stylesheet. Only these fields that have to appear in the output must be specified. <?xml version="1.0" encoding="UTF-8"?><xsl:stylesheet xmlns:xsl="http://www.w3.org/1999/XSL/Transform" version="1.0">   <xsl:output method="html" />   <!-- transform repeating section from xml to html -->   <xs

Write to Documents using the Update document actionThis action allows you to write to Content Controls inside a Microsoft Word document.  I am very often asked if it possible to put an approval stamp on the document itself, rather than having the approval in the metadata of the document in the library.  The short answer is yes (although this will not be a signature, it will be the user ID of the approver and the date and time of approval).  Below you will see the steps needed to achieve this. Step 1:  Edit the template for the document in the document libraryThe document that is added to the document library needs to have the content controls in the template for Nintex to work with.  We therefore need to edit the template associated with the document library.  You can do this as follows: Navigate to your document library, and access the Library Settings through the Libr

Hello Everybody, In calculated field have formula "userProfileLookup(Current User,"PreferredName")" is it possible to somehow transfer this information to field Single Line Textbox.I already try to set this same connected field also make this solution  but it doesn't collect any data to this field.Is it some different solution for this ?

As of 25th June, the latest Nintex Mobile release (v3.5) was made available via the Apple App Store. A highly visible feature for this release is the new ‘White Theme’ for iPhone and iPad devices that aims to better align Nintex Mobile with iOS design guidelines and improve readability. We are constantly looking to improve the Nintex Mobile user experience, please be sure to nominate the features you are most looking for at UserVoice. 

Nintex Form access via Nintex Web Part in SharePoint 2013I found through trial and error that a Nintex Web Part embedded in a SharePoint 2013 .apsx page will not work within either a SharePoint 2013 Form Library or Document Library.  The solution is to use a List and to embed the Nintex Web Part on a blank Web Part page.  The associated Nintex form then works perfectly, saving data to the List in which it resides.- Lonny BuinisInstructional DesignerRaritan Valley Community CollegeInstructional Technology Dept.908-648-8423  

Remember those days when you have an automated business process and it sits there waiting for someone to do something or approve a task and they just won't?  Those days are over.  Task Escalation has made it to Nintex Workflow for Office 365. When you open Nintex Workflow from a List, you'll see this cool popup letting you know that you have new functionality.There are few things that have changed, but we'll be focusing on the Task Escalation part in this post. The Task Escalation functionality is available in the Assign a Task action and the Start a Task Process action.  I do want to briefly mention that the user interface for those actions have changed slightly.  The sections have new names.  But it shouldn't be anything too

Part 1 - Overview Part 2 - Accessing Your Tenant Part 3 - Users and Roles Part 4 - Adding Custom Connectors

Part 1 - Overview Part 2 - Accessing Your Tenant Part 3 - Users and Roles Part 4 - Adding Custom Connectors

Part 1 - Overview Part 2 - Accessing Your Tenant Part 3 - Users and Roles Part 4 - Adding Custom Connectors

Part 1 - Overview Part 2 - Accessing Your Tenant Part 3 - Users and Roles Part 4 - Adding Custom Connectors

Part 1 - Overview Part 2 - Accessing Your Tenant Part 3 - Users and Roles Part 4 - Adding Custom Connectors

Part 1 - Overview  Part 2 - Installing the Apps  Part 3 - Building Your First Workflow  Part 4 - Working With Forms  P

Part 1 - Overview  Part 2 - Installing the Apps  Part 3 - Building Your First Workflow  Part 4 - Working With Forms 

Part 1 - Overview  Part 2 - Installing the Apps  Part 3 - Building Your First Workflow  Part 4 - Working With Forms 

Part 1 - Overview  Part 2 - Installing the Apps  Part 3 - Building Your First Workflow  Part 4 - Working With Forms 

Part 1 - Overview- Part 2 - Installing the Apps  Part 3 - Building Your First Workflow  Part 4 - Working With Forms 

I wanted to be able to do a Group Count on a set of items in a library (I actually wanted to save the values and counts to a list so that I could attach a chart control – but that’s another story).There is no way of doing a Group By in the Query List task, so I had to come up with this.Retrieve all my key values into a collection, then create a list of those unique key valuesIterate through the unique values and remove them from the original list – the number of items matching the key value is the number of items removed from the collection – the difference between the counts before and after the deletion.In pseudocode, the process is thisQueryList : get all ‘key values’ in range into collection AllKeysCollection: Remove duplicates from

OFFICE 365 Recently, I had the need to hide/show panels based on a value or values of a choice control. Online I saw multiple posts on how to accomplish this using simple rules; however, they did not explain how this would affect the user when accessing the form in read-only. For this post, I'll be referring to the following setup:A choice control with three options: Panel A, Panel B, and Panel C Three panels, each corresponding to the options listed on the choice controlThe expected behavior is as follows:A user sees only sees the panels the correspond to the options selected in the choice control. When the recipient or user opens the form in read only, he/she should see the panels that were selected in the choice controlSolution 1:

This works with on-prem Nintex Workflow 2013Problem:  Upon archiving a document I use workflow to update the date/time field of when the archive happened.  When user wants to un-archive the document, I need to clear the date field to display as empty (or null). Resolution: Create variable vDateArchivedDate as Date and Time with blank default date Use Convert value action input "1/1/0001" and store in variable vDateArchivedDate Use Set field value to update the date column with workflow data > vDateArchivedDate

Recently I needed to create a schedule of dates, one week apart. I created a loop and added 7 days in each iteration. I noticed it took a very long time, so I added a Log in History task in the loop and saw that each iteration was taking 5 minutes. I realized that this was down to ‘Safe Looping’.This protective feature places some safety measures against the hazards of an infinite loop by adding a hidden delay..I didn’t want to disable this option, mainly because of the maintenance overhead involved, so I looked for another option.I realised that the Collection iteration (For Each) didn’t have any such restriction, so all I needed was to create a collection with the number of entries that I wanted to loop for.The Regular Expression task with the Split operator is the easiest way to create a collection; it simply splits text based on a character. All I had to do was to create a string with the right number

The action Assign Flexi Task is under development for O365.Recently, the Task Outcome for Assign a Task was released.The Delegation of a Task becomes then more intuitive.Here is how I have implemented it. 1. Let's create a new Site column for the Task Outcome.Go to Site Settings of your Site Collection and under Web Designer Galleries, click Site columnsClick Create and name it like you wish. I have name it Task Outcome Approve.For The type of information, tick Task Outcome.For Group, the best practice is to create a New group to store your customized columns. I ha

Applies to: Nintex Workflow and Nintex Forms for SharePoint 2016, 2013, and 2010 Note: The Nintex external platform includes the following external services: Nintex Live (connector actions), external forms (live forms), Document Generation, and External Start. OverviewIf you are running a previous version of Nintex Workflow for SharePoint, and are not yet ready to upgrade your installation to the latest product version, you can install the latest SSL certificates for the Nin

Dear all:I have been very confused about this topic for months:How to navigate from a parent form to child form and come back? How to navigate from a child form to a new one child form keeping the parent link? How to validate child form data before come back in both cases?I think I have now a good approach to do it without javascript.  How buttons workFirst of all, I would like to describe how buttons are working under my understanding, in the case of validation and redirection:Save and submit button / Save button:Both buttons have redirection parameter. You can build the URL dynamically, using a list field value and run-time functions. You can't use calculated fields or control values, this is a very important point.In the case of validation, both buttons can validate data, including list required fields and validation rules in the form.