News and Guidelines

Read from Documents using the Read document actionThis actions allow you to read from Content Controls inside a Microsoft Word document.  When documents in a document library have these controls, Nintex Workflow has the ability to work with these controls.Below you will see the steps needed to achieve reading from the Content Controls in a Word document. 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 Library tab in the ribbon Select Advanced settings under

This week (6th October 2014), Nintex released the Nintex Connector for DocuSign.  What does this mean for the Nintex Workflow user? Put quite simply, you can now build workflows where you can request signatures in documents from users, via DocuSign. In this post, I'll be highlighting some of the actions that are available and how to use them within a workflow.  The scenario that first comes to mind, when requiring a signature, is a Non-Disclosure Agreement (NDA). Firstly, from the DocuSign end.  Although you could just have a simple document you want people to sign, one of the cool features of DocuSign, is that you can have a Document Template that has fields in it.

Requirement where a designer has create a workflow assigning multiple parallel tasks to multiple parallel groups of approvers is complex.  Basically, Nintex offers us two approaches: either assign task to a group and wait for the first response or to wait for all responses. But what when we need to have multiple groups assigned a task in parallel?  Approach  Doing multiple parallel approvals requires either parallel block or... unchecking the option for waiting until task is completed. The first approach require the workflow to be edited every time number of parallel groups is changed - to add or remove branches. It makes it quite fixed. And therefore hard in maintenance.The second approach is better. This way you can build a loop and in the loop assi

There was a blog post made and a major announcement that I haven't seen here in the community yet, so I wanted to post the link to the announcement and allow for any questions here in the community. https://www.nintex.com/blog/announcing-new-admin-and-governance-features-for-nintex-for-office-365/?utm_source=linkedin&…  by Marcus PlattPosted on

Many times we have to validate attachment control inside a form on certain condition. For example, say, there is a checkbox on a form and when you check the checkbox you need to add an attachment (Mandatory) otherwise not. So how you will accomplish this? It's easy and here are the steps to follow: Create a custom function to check the named attachment is whether having a minimum attachment attached to it or not. Create a rule using that custom function where you have to pass the CSS class name of the attachment as a parameter to that custom function. Follow the section below for detailed implementation: The screen looks like as follows: Now if you check the AttachmentFlag, it’s mandatory to attach attachments. For that follow the following steps:   Step 1:Goto NINTEX Forms -> Se

Applies to: Nintex Workflow for SharePoint 2016 and 2013Note: Nintex Live is known as the Nintex external platform in Nintex for SharePoint 2016. If you are not yet ready to upgrade your installation to the latest product version, you can run a script to get the latest updates for the monitoring service that handles service requests for Nintex Live actions (connector actions in 2016). Before you start2013 only: Run this script if you are using Nintex Workflow version 3.1.6.0 or above. To find your product version, see https://community.nintex.com/docs/DOC-1394.  Upgrade the service that monitors service requests for Nintex

State machines are a wonderful thing to easily control, manage and administrate long running business processes. For those of you who don't know what state machines are and why you should use them, I have put together a post on my personal blog which you can access here. The purpose of this post is not to reiterate any content from my blog but to provide you with a template that I regularly use. Hopefully it provides a common standard for everyone and you agree with the approach taken. PrerequisitesThe following items will be required to make this template work:A status column on the list/library to track the process stage as part of each item The sub-processes should exist on the corresponding library or list. A standard error handling process. This could be implemented as a UDA

Hi, sometimes here on the community someone ask how to set through a workflow a lookup field, so I've decided to write here how to do that..it's very simple!  In your workflow you need to know what is the ID of the elements in the list that's connected through the lookup column.. if your list has a lookup on the following list: ID Title 1 Item1 2 Item2 3 Item3 and you want to set on your item a lookup to Item1, then in your workflow you have to set that field to the corresponding ID

Sharing two pieces of JavaScript getting List Item(s) and User Profiles from Nintex Forms for Office 365. The two JavaScript was tested based on Nintex Forms for Office 365, App Version: NFO 1.2.3.0. Please take note that this code is tested only based on the above mentioned version of Nintex Forms, it might not be optimized in term of performance or simplicity.  Calling Sharepoint Online REST API to query host web's custom list from within Nintex Forms for Office 365 (i.e. App web).var pollSP;  NWF.FormFiller.Events.RegisterAfterReady(function (){      pollSP = setInterval(checkSPLoad, 500);  });        function checkSPLoad(){      if (clientContext){          window.clearInterval(pollSP);            var hostweburl = decodeURIComponent(getQueryStringParameter("SPHostUrl"));          var appweburl = decodeURIComponent(getQueryStringParameter("SPAppWebUrl"));            var layoutsPath = "

Customer Question 1:Values – we’re being told by the person building our forms that the only options for number values are US currency or general formatting with commas.  We’re looking to include multiple years in some of our forms (i.e. 2017-2018); however, this is coming up with commas and looks strange when approving.  Would there be an opportunity to load other number formats that can be used?  If we pick the currency option, this always has the $ sign which is not correct for us since we have international operations. Answer: Currency controls if tied to a list will reference the locale of the Site that it is running on, or the settings configured for the list. IE, if the currency is setup Euros on the list, it will be reflected in the form.  If you’re looking to include references that are formatted like the example above (2017-2018) using the string format will be the best route, as it

I thought this would be helpful to share with other Nintex Users, The original question that I was asked was how to remove the Claims token prefix before a username. The solution is pretty simple, you can use the "Regular Expression" action within a Nintex Workflow and look for the pattern: i:0#.w| This will effectively remove the token, leaving you with just the domainusername.

Well, this is just a quick sharing on how you could filter a Sharepoint list view to show only items or rows belong to the current user (i.e. user who login to the Sharepoint site). One of the usage especially in Office 365 Tasks list, anyone who has edit right to the Tasks list will be able to edit (i.e. approve or reject) any tasks in the Tasks list, including one that is not belonging to you. In the screen capture below, we can see by default anyone who has access to the Tasks list sees every task in the Tasks list. We are going to add the following JavaScript to the JS Link (i.e. Client Side Rendering) of the Tasks list to remove the tasks that are not belonging to the current user. Just take the below JavaScript code and save it to a file (i.e. in my case I have named it TaskList.js and uploaded it to the Site Asset library).(function () {

On the back of my previous post about running workflows, I've created a list with a single form and workflow as a basic example behind the premise. You can find them attached. I'm not a fan of running workflows. Where I can, I will look to process a form in a single pass of the workflow. It will set the stage, status, Assigned, content type, permissions and send emails in a single pass. It will only have one list ( No Task List )  When I started using Nintex I quickly found that some of the actions that require the workflow to pause and request data are great until you want to make changes. Ooh I need another stage or another field on the approval form. Oh god I have 3000 of these in flight. I need to adjust the task form and restart all the workflows and somehow get them back to the current stage they were at.  With this approach

I had the problem with a very large form. It was about 6000px long and had too many fields, calculated fields, JavaScript... When a colleague open it, it takes about 30 seconds to load. It is our form to place an internal order. I found a lot about multiple forms with Tabs, but this didn't solve the Problem because all the stuff had to load when the form was opened. So here is my solution and I hope someone can use it too. First of all I exported the old form. You can load it into every step and delete the parts you don't need in the actual step. I don't want to build it from scratch...  What are the problems with multiple forms?- You can built a few workflows and use the startforms.- How can you address these forms form the previous form?- Can I go back to the previous form to do some changes?- If I use Links for the "Save"-Buttons is there a validat

Back in version 3 some months back, we saw the introduction of deep linking to re-load authentication details into Nintex Mobile Launch Nintex Mobile from a hyperlink and pre-populate authentication fields. Well, the team has added more functionality based on feedback from customers and partners.This month with the release of Nintex Mobile version 3.6,Nintex Mobile Apps - Release Notes you can not only pre-load the authentication details, but now navigate directly to a form within the mobile client. So lets check it out:The following PARAMETERS can be used along with “form” as ACTION to navigate user to particular form   Parameter Description

In this example, I will retrieve a Nintex Form from a SharePoint Server and save to a folder on my machine. Nintex Forms provides a set of REST methods in the NfRestService service, which I can retrieve, publish, and delete Nintex forms from SharePoint lists and document libraries. This sample will demonstrate using the Nintex Forms Publish Example in the SDK. Table of ContentsGet the SharePoint List ID for the SourceI will need the listID of the SharePoint list that contains the form I can f

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