News and Guidelines

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 i

 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 | Community

🚨 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!

📢 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! 

🎉 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!

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 Salesfo

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:Se

 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.

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 Stud

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 mode

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: 

📢 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 

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

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

This xtension will add additional useful functions/functionality and connectors to NWC.I will continue to update this xtension over time, so feel free to bookmark this blog to keep an eye out for new actions and connectors. Included in this version of the toolkit is: Decode a Base64 File Encode a Base64 File Working Days Calculation Encode a Base64 String Decode a Base64 String Format DateTime Generate GUID Postgresql Insert Postgresql List Table Add Padding to String Convert String to Lowercase Convert String to Proper Convert String to Uppercase This function is hosted on Nintex’s Marketing Azure host and is free for anyone to use. If you want to host the function in your own azure function or have any suggestions for additional actions, please email andy.hayes@nintex.com  NWC Tools

Great News!! I just published a new how-to article on Nintex DocGen. Do you need to let users generate documents like proposals, contracts, or NDAs—right from a form in your app? With Nintex DocGen, this is not only possible, but it's also straightforward and simple. With short videos and a step-by-step guide, we walk you through how to: Add a Generate Document  button to your form using the Page Designer Connect the button to an Action Flow Configure the Generate Document action This guide is perfect for builders who have an app layout ready and a document package already created and are ready to automate document workflows.📄 Read the full article:  Add Generate Document button to an app

  The Customer Enablement team is thrilled to announce the release of a new activity course! This course comprises five scenario-based activities to help you develop your skills using Nintex Apps and Workflow, and to start unlocking a world of possibility when the two platforms are used together! Each activity includes details to guide you through accomplishing the tasks presented in the scenario, but familiarity with both Nintex Apps and Workflow is encouraged. Ready to get started? Check out the new activity course here. Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click 

  The Customer Enablement team is thrilled to announce the release of a new activity course! This course comprises five scenario-based activities to help you develop your skills using Nintex Apps and Workflow, and to start unlocking a world of possibility when the two platforms are used together! Each activity includes details to guide you through accomplishing the tasks presented in the scenario, but familiarity with both Nintex Apps and Workflow is encouraged. Ready to get started? Check out the new activity course here. Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click