News and Guidelines

📢 Announcement: Retirement of K2 Cloud Learning Paths Hi K2 folks,To help simplify the learning experience and avoid confusion, we’re retiring the following K2 Cloud learning paths, effective November 2025:K2 Cloud Power User K2 Cloud Citizen Developer K2 Cloud IT Developer K2 Cloud Server Administrator K2 Cloud Business Analyst There will no longer be separate learning paths for K2 Cloud and K2 On-Premises. Each persona will now have one unified learning path. For example, instead of having both a “Power User” and a “K2 Cloud Power User” learning path, there will be a single Power User learning path. The only content that differs between platforms is the Packaging and Deployment course, which appears in the IT Developer and System Administrator learning paths. To address this, we're updating the Package and Deploy course to bring together everything relevant to both on-premises and cloud environments. Instead of having separate modules, all the content will be included in one place,

Hello, I have a problem on the training (Nintex Automation for IT Developers) I’ve finished 100% on Show me the data with reporting coursebut i don’t know why its still 50% completed, and i can’t continue the other courses within the path

Nintex unveils new AI document processing, document generation, and forms data to power workflowsNintex is thrilled to announce new document automation and forms capabilities that help organizations streamline document and form-centric workflows.Newly available capabilities include:Instantly understand and extract documents with AI: Power your workflows with native AI actions that translate, extract, summarize, and gauge sentiment for inbound documents and images Generate personalized documents from Nintex workflows faster than ever: Easily create and deliver personalized documents, pulling data from any source — now with document packages available in Nintex Workflow.Store, manage, and use forms data natively: Build forms from tables, store and manage forms data natively, and trigger workflows with the new table forms capability.And much more! Attend the upcoming New at Nintex webinar to see these exciting new features in action. You’ll also get an exclusive look at the near-term Nint

We are writing to remind you about the upcoming end of support of Nintex Workflow for O365 on December 31st, 2025. As previously announced on December 6th, 2023, this product is reaching its end of life. As part of this transition, we have now entered the limited support phase of our support policy (Section III.C.End of Life).Going forward, support for Nintex Workflow for O365 will be limited to:Troubleshooting issues Identifying workarounds Resolving critical security issuesTo keep your workflows running and continue benefiting from advanced automation capabilities, we’ve introduced the Nintex Modernization Program and Workflow Upgrade tooling. This program provides:Partner & Professional Service Offerings to help you transition to Nintex Workflow Tools & on-demand courses if you want to tackle the transition to Nintex Workflow yourselfYour Nintex account manager is always available to answer any questions you may have about the upgrade process. Important Update (June 1st, 202

Great news! 📣🗞 I just published a new how-to article for Nintex DocGen that shows you how to tag, edit, and update your documents without leaving the platform. It includes step-by-step instructions and a video walkthrough, covering how to:create custom tags  insert tags in a template make quick text edits📑Read the full article:  Edit a document in Nintex DocGen without leaving the platform.  

We’ve just published a new article to help you prepare for an important authentication update coming to Nintex DocGen for Salesforce in early 2026.🔍 What’s in it for you? Understand what’s changing with Connected Apps and OAuth Learn how to check your current configuration Step-by-step actions to avoid service disruptions Tips for managing user authorization 👉 Read the full article here to stay ahead of the change and ensure a smooth upgrade path.

🔸 Are you trying to take a new update and coming up with errors? No problem. This article has you covered.  🔸 Want to take an update and not sure where to start?We have you covered. All of the links are in one tidy location.  Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.

AI-Powered Capability Accelerates Forms Creation and Forms-Based Workflows We're thrilled to share that Nintex PDF Converter is now included in the Nintex Automation Cloud license, giving all existing customers automatic forms creation capability. This AI-powered feature provides a simple and efficient way to create forms for data collection and minimize errors. What is Nintex PDF Convertor? With Nintex PDF Converter, form designers can convert PDF documents into interactive digital forms that can be easily modified and customized to capture data. What are the benefits of using Nintex PDF Convertor? Imagine a medical institution that relies on paper-based forms to gather patient information, including medical history and insurance details. These forms also typically include fields for obtaining consent and medical prescriptions. Patients are usually requested to manually fill out these forms and return them via email as PDFs. However, this manual process is prone to errors and is often

 Curious about what’s new in Nintex Automation K2 5.8.1? This release brings fresh visual tools and styling enhancements to SmartForms, including the progress control, dynamic chart control, and the all-new dynamic theme. Check out the video below to learn more about these features:   To dive deeper into each of these features, check out the articles below:Video tutorial: Use a dynamic chart control | CommunityVideo tutorial: Create a progress control | CommunityDiscover what’s new in Nintex Automation K2 5.8.1: Dynamic theme enhancements and default behavior updates | CommunityHave you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.

🚨 New tutorial available: Create a progress control! 🚨 We’re excited to announce a brand-new tutorial video that shows you how to use the progress control in Nintex Automation K2! The Progress Control is a visual component designed to display the current status of multi-step processes. Whether you're building a multi-stage form, guiding users through an approval workflow, or simply improving visibility in your applications, this control helps users understand where they are, and what’s next. In the video, you’ll learn how to: Add and configure the Progress Control Connect it to SmartObject or static data Use rules to update the progress dynamically Customize the styling to match your application Ready to make your forms more intuitive and engaging? Watch the tutorial and start using the Progress Control in your SmartForms today! Video tutorial: Create a progress control | Community Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it

📢 New Video Tutorial: Use a dynamic chart! 📢 We’re excited to announce the release of a brand-new video tutorial that shows you how to use a dynamic chart control in Nintex Automation K2. Whether you're building dashboards or creating interactive views, this control makes it easy to display real-time data across various chart types. 🎥 What you’ll learn in the video: How to add a Dynamic Chart Control to a view How to configure a SmartObject as the data source How to change the chart type to suit your scenario If you're looking to take your forms to the next level with live data visualizations, this tutorial is a must-watch.Check it out and start building smarter, more dynamic experiences today! Video tutorial: Use a dynamic chart control | Community Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To C

🎉 New SPFx Migration Tool Tutorial Now Available! 🎉 We’re excited to share a brand-new video tutorial that walks you through how to migrate your existing Nintex K2 for SharePoint solutions to Nintex Automation for SharePoint using the SPFx Migration Tool. Before you start, be sure to read the Nintex K2 for SharePoint SPFx Migration Tool documentation to familiarize yourself with key topics such as prerequisites, unsupported versions, environment setup, what the tool migrates, and how to validate and troubleshoot your migration. This tutorial is your go-to resource for a smooth and successful migration. Check it out here and start your journey to the modern SharePoint Framework experience today!Video tutorial: Nintex K2 for SharePoint SPFx Migration Tool | Community Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nint

Upcoming Authentication Change for Nintex DocGen for Salesforce – Take Action Before 2026  Some customers are still using an older authentication method that future package versions of Nintex DocGen for Salesforce (starting very early 2026) will no longer support.We’re encouraging customers to switch to our supported authentication method, Connected Apps and OAuth, now so they won’t experience service interruptions or last-minute issues during a future app upgrade. What’s Changing?Starting with Nintex DocGen for Salesforce package versions released after January 2026, the app will no longer support running DocGen Packages without Connected Apps and OAuth enabled.What this means:If you stay on your current package version (released before January 2026): DocGen for Salesforce will continue working as it does today, even if you haven’t enabled OAuth yet. If you upgrade to a new package version (released after January 2026) and have NOT enabled OAuth: DocGen automated runs will fail with a

Update (July 2025):After working closely with Microsoft, we have been able to test the upcoming changes related to the SharePoint SendEmail API retirement. Based on our testing, we do not expect this deprecation to impact existing Nintex workflows.We will continue to monitor the situation and provide updates if anything changes. For now, no immediate action is required for workflows using the affected actions. Microsoft has announced the retirement of the SharePoint SendEmail API on October 31, 2025 which is used for internal SharePoint emails. This significant change will directly impact Nintex Workflow for Office 365 customers who utilize the following actions:Send an Email (when Internal Email is selected) Assign a Task (when Lazy Approval is not selected) Start a Task Process (when Lazy Approval is not selected)To mitigate the potential disruption caused by this retirement, we strongly recommend migrating your affected workflows to Nintex Automation Cloud before October 31, 2025.If

 The Process Manager team has listened closely to your feedback about the current filter experience. Many of you shared that the existing pattern involves too many steps, so we’ve made some changes to simplify things. Currently, filtering in Process Manager takes multiple steps:Click to open the filter panel Select your filter Click again to apply  What’s new:We’re rolling out a new filter pattern that uses a dropdown menu. With this change, selecting a filter option will immediately update your dashboard, so no need to click “apply.” It’s faster, cleaner, and gets you to the data you need with fewer clicks.  🔒 Bonus: This update also lays the groundwork for more flexible filtering in the future, like advanced filter types and more flexible selections.  Have you spotted a gap or have an excellent idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Help, Nintex Community, and th

Nintex is excited to announce a new Nintex connector for the Microsoft Power Platform. Microsoft users can now initiate Nintex AI-powered workflow and document automations within the Microsoft applications they use every day. Streamline design: Whether building in Microsoft Power Automate or training AI agents in Copilot Studio, easily call Nintex AI-powered forms, complex long-running workflows, and document generation.Deliver efficiency: Complete a digital form, automate a workflow, generate a personalized document and route for esignature, all within Microsoft Copilot Studio, Power Automate, and Logic Apps.Get started quickly: Automate the generation and signature of personalized onboarding documents with an example employee onboarding agent for HR teams What’s Now PossibleConnect to your Nintex workflows directly from within Power Automate and Copilot StudioOrganizations that are building with both Nintex and the Microsoft Power Platform, will now find the new ‘Start Workflow’ capa

Have you ever wanted to create some great looking SmartForms but are struggling deciding on a color palette? Never fear, the latest template added to the Nintex Gallery is here to help!We’ve compiled a K2 solution package with a bunch of style profiles you can deploy in your K2 environment, including some old favorites:Amethyst, Emerald, Opal, Ruby, Sapphire and Topaz - the gemstone styles update the original legacy themes to bring them into the new styling capabilities Lithium and Platinum - the old standby themes have been updated but keep the K2 nostalgia alive Appit and Nintex - for some more colorful examples of what’s possible with style profilesCheck out the Style Profile examples on the Nintex Gallery, along with instructions on how to download and deploy to your K2 environment. And, stay tuned for the next release for more modern styling of your SmartForms. 

Struggling to add images to your snippets? If you’re new to Nintex DocGen or you help others who use it, you might run into issues when you try to add an image to a snippet. But don’t worry—we’ve got you covered!This quick article, with a short video, walks you through exactly how to add images to your snippets, step by step. It's easier than you think! Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center. 

  Nintex is thrilled to introduce Solution Studio, a powerful new workbench that enables IT and business teams to quickly build custom solutions that automate unique business processes, without coordinating individual platform components. With Solution Studio, Nintex partners and internal teams can design solutions using low-code tools, reuse configurable modules like approvals and document generation, and manage development with enhanced governance and control—all from one centralized environment.As part of this launch, we’re also announcing our latest pre-built solution: Nintex Employee Onboarding. This customizable solution streamlines onboarding tasks across HR, Finance, IT, and hiring managers, reducing time-to-productivity for new hires and removing the administrative burden from teams.Employee Onboarding joins our Licensing and Permitting solution, introduced last September, which helps public sector agencies digitize and simplify complex permitting processes, improving citizen

📢 New in How-to: All Your DocGen for Salesforce Deployment Options in One Place! 🎯Hey Nintex Community!We just dropped a comprehensive guide that walks you through EVERY way you can deploy DocGen for Salesforce — all in one article.🆕 Article: Deployment Options for  DocGen for Salesforce Overviews and videos.🔄 All deployment paths explained📸 Step-by-step visuals🎞️ Gifs to walk you through key momentsThis is the ultimate resource for anyone that wants to see all of their options in one spot. 👉 Check it out here:  💬 Have a go-to method or a deployment tip to share? Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.  

Nintex is thrilled to announce new AI-powered features and solutions that help organizations cut time, costs, and inefficiency and transform employee and customer experiences.Newly available capabilities include:Leverage generative AI to achieve better processes, faster: Rapidly generate process documentation and workflow automations from simple text Easily connect workflows to any system without coding or APIs Find solutions to your specific business challenges: Simplify and accelerate onboarding time for new hires with the new Nintex Employee Onboarding solution Accelerate development of Nintex solutions that run on the Nintex Automation platform with the new Nintex Solutions Studio Improve interoperability with Microsoft Power Platform: Automate workflows and documents directly from Microsoft Power Automate and Copilot Studio And much more.Attend the upcoming New at Nintex webinar to see these exciting new features in action. You’ll also get an exclusive look at the Nintex road

The Regular Expression action is an extremely powerful action for splitting text, replacing text or getting data out of text.  Don't be worried about not knowing how to put Regular Expressions together.  There are a number of sites online that give you the basics of it.  In this post, I'll give you some quick tips on how to get data that you may need.Splitting TextThere are times where you will be getting data from lists, from web services, databases or elsewhere, where the data comes to you in a delimited form.  Either comma delimited, as in CSV files, or semi-colon delimited, as from some accounting systems or some other delimiter.  If you need to get the data into a Nintex Workflow collection variable, you can use the Regular Expression action to split the data based on that delimiter. Notice that the first data entry field to fill is in the pattern.  When doing a split, this is the delimiter.  The character or characters that will be used to split a piece of text.  The operation is