News and Guidelines

Good News! With the latest update for Nintex Forms (2.8.1.0) List Lookup Control has been enhanced.In the release notes you find: "Fixed an issue where the List Lookup filter may not work when Source View specified." So with that fixed, you now have the possibility, to filter data with multiple parameters, based on your Source View. For example:I have a SharePoint-List named "Contracts" and I only want to display items of a particular company, where Currency Status equals "Active".Configuration of my List Lookup Control looks like this: And the result is very #2015  (Note: Currently, "CompanyName"-Control has to be a Single Line Text Control. Calculated Value Controls are not supported (yet?))

I have been assigned to do Sharepoint, already set up all the needed things. WF. But have query if Auto-ID can be a link to item. I need to have the ID to be clickable like Context ID Display Name.  Any help is much appreciated. Thank you

For a long time, we have been plagued by times in InfoPath forms jumping forward by an hour during daylight saving time after amending the metadata fields.Investigation shows that the datetime value written back to the form contains a modifier telling SharePoint that the time is recorded as being GMT (and thus an hour needs to be added to make it ‘correct’ again).Date field in InfoPath form<my:StartDate>2018-05-23T00:00:00Z</my:StartDate>The solution was to use Nintex to create a workflow that rewrites the date fields after change to remove the ‘Z’ character.The workflow could either run on any change – or fine tune it to run only when one of the affected fields change valueThe action is toRetrieve the field value from the xml document Test if it contains a ‘Z’ If it does, write it back without the ‘Z’ As it runs immediately after a change, it is worth starting the workflow with a ‘Commit pending changes’The first step is to read the xml document associated with the current

I recently needed a String-Repeat function in a workflow. But it doesn’t exist.Or does it?Looking at the inline function specifications, I saw that the PadLeft function (and PadRight) adds a number of characters to a string, until the string length is the desired number of characters long.If you needed just a specific number of characters (lets say ‘-‘ chars), then the following fn-PadLeft(-,15,-) Will result in a string of 15 ‘-‘ charactersNow, you cannot tell it to pad out with a string of more than 1 character (it actually returns the text of the function definition when you try), so you need to be a little more clever to give a string of 15 repetitions of ‘Graham’ for exampleWe create a string of 15 ‘-‘ characters then replace each ‘-‘ with the longer text that we want to repeat in a RegEx task.

Hola, Finally back in South Africa from Israel!!! Anyway, this solution allows you make use of the Office 365 version of my Timesheet Solution. Yup,I did it, I migrated it across to Office 365/SharePoint Online® using Sharegate ®  and tweaked a couple of things to get a similar experience to the on-premise version.   Just to recap, previously, I did the following posts for the on premise version of the solution: A Simple Time Sheet Solution - Part 1 A Simple Time Sheet Solution - Part 2 A Simple Time Sheet Solution - Part 3 (The Nintex Form)  Author Palesa Sikwane‌ Long Description This solution allows you make use of the Office 365 version of my Timesheet Solution. Yup,I did it, I migrated it across to Office 365/SharePoint Online ® Dependencies Nintex Workflow for Office 365 ® Nintex Forms for Office 365 ® SharePoint Online ® Compatibility Nintex Workflow O365 ® Nintex Forms O365 ® Platform Office 365 ®    In this part I've again included a brea

Building customized/branded forms in an Office 365 with Nintex Forms is a great experience.  It's even better now that there is support for our Nintex Mobile app.  If you haven't seen the great post by my colleague Dan Stoll, take a look here: Taking Office 365 for a Spin with Nintex Mobile. When it comes to browser based forms, sometimes, you don't want to have your user go into a List and then click on New Item just to fill in a form.  Think of a Leave Request or an Expense Claim form.  Wouldn't it be easier for your employees to go to the HR site or the Finance site and simply have a form there to fill in? With Nintex Forms for Office 365, there is a web part that comes with it that will let you do just that. To get the result we want, we first start off with a simple SharePoint List.  As you can see, there's nothing to it but a Title field.  Of course you can make it as complex as you need it.To this list, we need to customize a Nintex Form.  Click on the Nintex Forms button on the

One of our site owners encountered an error when trying to create a Nintex form on a new list.  The error message was as follows:The key part of the error outlined in red was, "The server encountered an error processing the request.  The exception message is 'Index was outside the bounds of the array.'" I could recreate the issue on that list with my admin account, but not on other lists on the same site.  I didn't find any community discussions about this, so I started looking at the list structure and settings.  I quickly noticed an unusual column.  One of the columns was named "#".  I changed the name to "Number" and retried launching the forms builder.  Lucky guess!  It worked!  To test it out, I tried some other special characters and ran into the same error.  Interestingly, if the column name had text and a special character, it seemed to work fine, but when it was just a special character, I received the error.  So, for example, using "#" or "$" as the column name resulted in an

Regular expressions – Nintex Forms – format HH:MM Sometimes we need to allow users to enter information on a Nintex Form with some specific format.In this sample I am showing a control to enter Time. So the user needs to enter information with the format HH:MM and HH could be from 00 to 24, then as a separator and finally the minutes from 00 to 59.You can easily solve it using a regular expression.  You can use a Single Line Textbox, so go to the Control Settings, set Use a regular expression to Yes and finally set the following Regular expression:^([0-9]|0[0-9]|1[0-9]|2[0-3]):[0-5][0-9]$ 

Applies to: Nintex for SharePoint 2016 and 2013 For the farm administrator:Transport Layer Security (TLS) protocol 1.0 and 1.1, which is supported by default in Nintex Workflow for SharePoint 2016 (and 2013), is no longer compatible with the Start workflows with Nintex Workflow Cloud action. TLS1.2 is now required to start workflows with this action. You can opt in for TLS 1.2 even if your application framework doesn't support it.To use TLS 1.2, follow these steps (all servers):Using Sharepoint 2013:  Create a text file with a .reg extension and the following contents: Windows Registry Editor Version 5.00[HKEY_LOCAL_MACHINESOFTWAREMicrosoft.NETFrameworkv4.0.30319]"SchUseStrongCrypto"=dword:00000001[HKEY_LOCAL_MACHINESOFTWAREWow6432NodeMicrosoft.NETFrameworkv4.0.30319]"SchUseStrongCrypto"=dword:00000001 Double-click the .reg file install,. Restart your computer for the change to take effect.Using Sharepoint 2016:  Create a text file with a .reg extension and the following contents: Win

Many people have requested a method of finding the date of the Monday in a week.I have seen several quite complex solutions, but then I read this post https://community.nintex.com/thread/11519 and realised it is a trivial matter.Firstly, create a collection of the 3-letter day abbreviations (this should be done for your current locale, for other locales use the appropriate 3-letter day name abbreviations) and should be in uppercase. The easiest way is to use a Regular Expression and splitMON;TUE;WED;THU;FRI;SAT;SUNaround the ‘;’ character.Then add a collection operation that tests if fn-ToUpper(fn-FormatDate(DoWDate,ddd)) exists in the collection of days, returning the result in a number variable DoWNum.If you now subtract DoWNum from the given ‘DoWDate’, you will have the Monday date.

 Ever wanted to have Nintex Mobile set your location automatically without having to hit the "set my location" button?  Well there is a way but it only works under a set of of specific conditions. First you must be using Nintex Mobile on an Apple device.  Sorry to everyone else (including myself).  Android and Windows devices - you're out of luck. Secondly you cannot name your GPS field.  You can bind it to a list column and give it a title but you can't give it a name.  See the below example for how it should be set up.  See how Name is empty?  If you do that, your device will automatically set your location (assuming you've allowed Nintex mobile to access your location).  The implication of this, is you cannot set any form rules to interact with this field. Apart from those above constraints, it works well.  It works on o365 and SharePoint on-prem.  It works for both responsive and classic forms.   Go ahead and give it a try.  If you want it to work without the workaround, why not jo

We have nintex form/workflow 2013 version 2.9.0.0 now want we want to run the updates but we doesn't seem to have the option to, Attached is the screenshot. Please advise.

During the last quarter of 2017 Beezy and Nintex announced their technology partnership and we couldn’t be more excited about that. Beezy is one of the most successful Digital Workplace solution and Nintex is the leader in Workflow and Content Automation. It’s the perfect equation: Intelligent Process Automation + Digital Workplace = Intelligent Workplace Why does it matter?Nintex Workflow Cloud (NWC) and Beezy are both committed to solve the same problem: On a daily basis an employee needs to deal with different platforms, content and disconnected pieces: Sharepoint, Outlook, Salesforce, Box, SAP, custom databases… you name them! Nintex Workflow can orchestrate and automate the content across all these systems of records. And Beezy, using NWC as the underlying workflow platform can surface the only relevant information for every employee in their custom workplace. How does the integration work? Beezy works on top of Office 365 and SharePoint on prem and was looking for a way to includ

Recently, I was asked to hide the "Cancel" button on a Nintex Form. Using the Internet Explorer Development Tools (F12), I identified the Cancel button element.  It was necessary for me to use the element id (because the class is used multiple times in the form), so I inserted the following to CSS on the form. #Nintex.Forms.SharePoint.Ribbon.Filler.d22208f1_d79c_450b_a0dc_aadff6857888-Large {display:none;} Unfortunately this didn't work. After some research I realized the periods in the element id name are not recognized by CSS and need to be escaped.Adding a slash () in front of each period did the trick. #Nintex.Forms.SharePoint.Ribbon.Filler.d22208f1_d79c_450b_a0dc_aadff6857888-Large {display:none;} 

So I have had this blog post on my "to do list" for some time now and the list is now beginning to get scroll bars so I have to tackle it!  I have seen a lot of questions posted on the community (and asked in my workplace) about workflows incurring an error without much detail as to why this has happened.  The thing that I would always offer to anyone with these problems is to use the inbuilt error handing within Nintex workflow actions wherever possible.  Why?  Well a number of reasons actually:If a workflow errors it notifies the initiator (unless those settings are changed).  Normally the initiator is a user in the business unaware of the design of the workflow, and sometimes unaware of the workflow altogether.  The last thing these users want is a ghastly email that says a workflow, that they may not be aware, has errored with some hideous details that they don't understand:The details given when a Nintex workflow errors are sometimes completely non-descript and offer no help or di

This blog gives a quick over view on Ports/Url's to consider when setting up Nintex Live in your corporate network.  Reference Material:For how to enabled guidance please see the help file here Connect and enable Nintex Live  For complete architecture document please see this Overview of the Nintex Live service Nintex Live - Architecture Overview    The Urls/Ports Url's  https://live.nintex.com https://liveservices.nintex.com https://nintexlive.blob.core.windows.net/serviceicon https://nintexrelay.servicebus.windows.net https://cm.nintex.com (to connect to Connection Manager) https://run.nintex.io (to connect to the Start Workflow API for External Start) https://prdswasbuwus01.servicebus.windows.net (to connect to External Start)  Ports 9351 80 443 5671 (https://nintexrelay.servicebus.windows.net) 5672 There is a chance you will run into an IP address change. So if you look them up please be aware as they are dynamic. 

UPDATE: We have deprecated pre-populating of authentication fields using a deep link. This feature has evolved into a design time configuration which is available in  Nintex Mobile Enterprise.-------------------------------Nintex Mobile is a great way to take your business process with you on the go anywhere; no matter you are online or offline.To use the app you need to download it from the store and sign in to a specific SharePoint URL using your credentials.And if you want to connect to an Office 365 tenancy, you need to first select Office 365 Account and then enter the tenancy URL:While remembering all of the information and instructions for an advanced user is not an issue, most users have to refer to the instructions sent by IT in order to sign in and use the app.Nintex Mobile 3.0 has a new feature which lets users launch the app and pre-populate authentication information through a hyperlink. Using this fantastic feature users don’t have to remember their authentication type, S

This is open for everyone, and anyone to answer. I want to search for a specific item, and that should bring all possible matching items as dropdown list that a user can select. Based on item, the item name, customer name, customer number all should automatically be displayed.  Answer for Questions 1 & 2For question one / two, you will need to use jQuery to modify the control to incorporate the type-ahead functionality. From there you can use the calculated value controls, using the list lookup runtime function to populate the rest of the data. The links below will provide some context around potential ways to incorporate this functionality. https://community.nintex.com/thread/11807 https://community.nintex.com/thread/2546  The same needs to work for the requestor's name. Based on requestor's search selection, it should show their title, phone etc.  Answer to Question 3The userprofile runtime function can be used (currently only available in on-prem) to populate the data using calc

Hi there, folks! You may recall this blog post from a while back by Sean Fiene‌ -- it's a great write-up on how to approach cascading look-ups in Nintex Forms using lookup columns in SharePoint. A summary is: for each set of data you want to create - you need to make a new SharePoint list. It makes sense! But, I, personally, don't like having so many lists. I'd rather just have one place for myself and my clients to update. I wanted to find a new way - and, I have. I'd like to share that with you today so you can poke holes in it, or try it for yourselves.  Let's look at a 1-list set-up for 4 different cascaded sets of metadata. AnimalVegetableTier 1 Unique 1 Tier 2 Unique 2 Tier 3 Unique 3 Tier 4 Animal Y Mammal Y Cat Y Calico Animal   Mammal   Cat   Manx Animal   Mammal   Dog Y Pug Animal   Mammal   Dog   Beagle Animal   Amphibian Y Tree Frog     Animal   Ambhibian   Salamander     Vegetable

 UPDATE: with the roll out of version 3.9 Nintex Mobile Enterprise can now utilise deep linking features within their multiple apps. Rather than using nintexmobile:// to reference the app simply use ntx-appnamenospaces:// (App Name No Spaces) For example. If I had 2 Nintex apps installed one called 'Crestan Human Resources' and the other 'Crestan Info Tech' the urls would be;ntx-crestanhumanresources:// ntx-crestaninfotech://With this month's release of the 3.8 version of Nintex Mobile, my friends at ALS Trucking have asked me back to do a little more work on site. You can read about what I did there here Dude you're so deep, Nintex Mobile deep linking that is.. At their main facility they have had a number of break-ins. These break-ins have been enabled by doors being left unlocked and due to tough economic times, ALS Trucking cannot justify the services of 24hr security guard. So they implement a roster for all the office staff to conduct a lock up protocol every night. For it to wor

I had a customer who was creating a multiple signature workflow using Workflow Cloud, but had an issue when trying to capture the certificate of completion, and thought I'd shine some light on the issue, in case others had a similar question.  What you need to do:  In the Get Signature action you’d need to select the Envelope ID (output). In the Store Signed files action, reference the envelope ID and select storage location of choice. Upon completion, there should be 2 files in the location. The Signed Document and the Summary.pdf – the summary is the certification of completion. 

The post is motivated by the case Rhia Wieclawek wrote about on her Twitter. Her case is possibly more complex, but the general question was: how can I use the signature from the Nintex Mobile inside a document being generated by  the nintex document generation action? Unfortunately this is not yet feasible only using Nintex products. This is because Nintex Workflow for Office 365 is not handling correctly the binary data (it loses null bits) so what I proposed was to use  microsoft flow. The process User sings a form in Nintex Mobile. The signature along with the form is saved in a SharePoint list. Then the Nintex workflow on item's creation is triggered. It builds a JSON, that is a request body, then calls Microsoft Flow, passing: form's title and base64 encoded signature from a multi-line text field. Flow receives the call, starts and uploads signature to the images library, converting it from base64 to binary. In resposne Flow sends the URL to the created file. Nintex receives th

Automating business processes on a cloud environment such as Nintex Workflow Cloud (a.k.a NWC) rely heavily on its "connectors" the workflow platform is offering. This could be a connection for an event trigger, reading or writing to an environment that is external to the NWC. In the event if the connector has not yet made available, one could still connect to external environment such as Google, Facebook, Microsoft, etc. via the "call a web service" workflow action. For any platform on a cloud environment to connect to other cloud services, gaining authentication and access to other cloud services becoming critical before one service could communicate to the others. This is where the OAuth becoming common open standard for authorization among the cloud services. This post provides a step by step sample configuration on how to get the NWC access the REST API of google drive using the OAuth 2.0 authentication. Before we get into the required setup, let us take a look at a sample endpoin

( developed for SP2013 on-prem, Nintex forms 2.10 )This code was inspired by nmarples whose amazing blog post can be found here. He lifts the curtain on the Nintex rules engine and shows the power of combining Javascript with rules, providing clues to this realtime validation concept.You can implement this solution right away on any form control without any additional configuration, cut and paste as shown below using these 4 simple steps; 1) make sure each form field control is named and the label is associated with the control:  2) paste this CSS in the form's Custom CSS setting:   .lp-border-red {   background-color : rgba( 255,0,0,.2 ); } .lp-border-yell {   background-color : rgba(255,255,0,0.3); } .lp-border-grn {   background-color:rgba(0,255,0,0.3); }    3) paste this Javascript in the form's Custom JavaScript setting:lpForm = { Validate: function( formControlCall, sourceContext, required, isValid ) {  // Obtain the internal element input n

The "Document Generation" action offers the opportunity to create documents based on a definable template with all the information that is gathered while the workflow is running.After the release I’ve asked myself whether it is the possible to get the information of a repeating section (created with Nintex Forms for Office 365) into a document via the “Document generation” action. The answer is yes and in this blog post I’m going to show you how this can be achieved.The focus of this blog post will be the workflow including the „Document Generation“ action, but for a better understanding I will also describe the other aspects of my scenario. There’s a custom SharePoint list with a Nintex form which offers the opportunity to order products in the desired quantity. Afterwards a workflow will automatically create a PDF document with all relevant information concerning the specific order. The PDF document is created based on a predefined Word template.SharePoint List and Nintex FormFirst,