News and Guidelines

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.

Though I have been working with Nintex Forms and Nintex workflows for a long time I didn't happen to realize how versatile and fun to work with repeating sections on the forms in conjunction with Nintex workflows. Long story short, I always had this common requirement from Infopath form days till a new project I implemented purely with Nintex, that is none other than having an ability to report and update the repeating table rows using spreadsheet view in the SharePoint. Until I come across a great post written by Vadim Tabakman parse repeating section data I felt it is not possible help clients with such requirements without code, but Vadim Tabakman's posting changed the way how I looked at NIntex F

Products: Nintex Workflow for SharePoint (2016, 2013, 2010) Avoid “All” and “Item” Content Types To prevent lengthy content type evaluation when saving or publishing reusable workflow templates, avoid selecting “All” or “Item” for the content type. Instead, create a content type based on Item and then select the created content type when defining the reusable workflow template. For instructions on creating content types, refer to the SharePoint documentation. More Information For more information about reusable workflow templates, see “Set Title and Description for Reusable Workflow Template” in the Nintex Workflow Help (2016 |

Thanks to Sean Fiene‌ for assistance. Below is an example of how to perform Validation on specific controls based on their dates. The goal: If start date is less than or equal to 11 days from today andor If start data is more than 7 days before end date than prevent the form from being submitted. Step 1:Create a list with a “Start Date” and “End Date” column of data type “Date and time”. Step 2:Open Nintex Forms and choose “Forms Variables” from the ribbon bar. I named my variable ‘varStartDate” Type: Integer Connected To: Not Connected Recalculate formula on view mode: No Recalculate formula on new mode: Yes Recalculate formula on edit mode: Yes Formula: dateDiffDays(Current Date, StartDate)

There is currently a .Net update that has caused disruption on SharePoint 2007,2010,2013 and 2016 platforms.  After applying .NET Security Only patch to resolve CVE-2018-8421 (Remote Code Execution Vulnerability) , all SharePoint "out of the box" & Nintex Workflows fail to execute and the log will show an error like the below: ULS Log: System.CodeDom.CodeBinaryOperatorExpression is not marked as authorized in the application configuration file Publishing a Nintex workflow   ResolutionMicrosoft link to issue & resolution. Microsoft related u

When i am developing forms for applications, i like to have as much information on the new item form as possible. Workflow can update the item after submission but I think it adds to the user experience to see important information on the form. Whether it is a unique reference number as described here: Ensure Unique Reference On New Item‌ or other information.Another piece of important information, especially in an application that requires line manager approval is, yep, you guessed it, the line manager.With Nintex Forms People Picker API, described in detail here: People Picker Extensions - Nintex Forms‌ we can add the line manager to the people picker control,In my example i have an employee people picker field default to current user and a Client ID JavaScript variable name of varCurrentUser

I had these notes stored from a couple of years ago - they helped me at the time with a problem I had been banging my head with for ages, but I haven't needed to use them since.  Not sure if any use to anyone, but in the process of getting all my blog posts in one place, and what better place than the Community  Believe it or not, this is not straight forward.  For this blog I will paint the picture.  I have a request list which uses Managed Metadata to store Business Units.  I have a list on another site which stores approved and completed items from the original request list.  On this list, the same Business Unit Managed Metadata column is used.  I tried using the "Create item in another site" action in Nintex Workflow but could not just simply map the field from one list to the other.  Instead I had to query the TaxonomyHiddenList of the target site collection to get the ID and GUID for the term.  To

This is just a reminder for me (if I need it in the future) or whoever need it so as to lose time I lost trying to do it. I tryied to customize a task form with Nintex Forms and I received this message.      Please update to the current version of Nintex Forms for Office 365 You are using an older version of Nintex Forms for Office 365 Update to the most recent version to customize task forms   And I asked myself how could I update it. Because I didn't remember a Sharepoint feature to update installed apps. And after some time I solved it with the next steps: In order to add the app to your Office 365 tenancy, you will need to add the app. This tutorial will take you through the process of adding the app.In your Office 365 site, click on the Settings icon and click on