News and Guidelines

You can now assign taxonomy during form submission, in the cloud! Nintex Forms for Office 365 is introducing the new Managed Metadata Control that allows you to do just that. This control allows consistent allocation of metadata, in a form submission context. This results in improved content discoverability and metadata enabled navigation to underlying lists and libraries.SharePoint’s Managed Metadata is information about information. For example, a product’s type identification number and preferred location can be its metadata. You can organize the metadata structure in a way that makes sense to your business context and use metadata when aggregate or searching for the said item. For more information on this concept, read this introductory article on Managed M

We've all been there haven't we? You've got a multi-stage workflow, your director has approved it, your manager has approved it, and then **ERROR** Something goes wrong. Maybe your next approver has left the company since the workflow was started, or there's an erroneous value in your variable that your SharePoint column won't accept. Either way, you've got into a position where you've already had approval from a director (or anyone) once, you don't really want to have to ask them again. On long running workflows this can be a real pain. So we introduced a setup that allowed us to "Pick up where we left off" (or were kicked off as the case might have been). The State Machine is a brilliant action for for these staged workflows that transition through a number of different states and the Switch Action allows us leverage these states. Take the following example:An item is created, to achieve approval it must go through 3 s

So, I recently realized that Nintex Forms caused attachments to download rather than open in Word/Excel Online regardless of the setting you have in the site collection. We had some users for which this wasn't acceptable. We toyed with the idea of giving them a document library and having them upload things there and then just link to them, but I really wanted to make this work more intuitively so I came up with this workaround.I took most of my workflow inspiration from Attachment links in 'Send e-mail'  by Rasmus Nielsen which was based on this SlideShare from Alan Richards. I made a few tweaks and then had to figure out how to nicely display it on the Nintex Form. On my list I created a Hyperlink Column for each Attachment "slot" essentially. I built my workflow to accomodate up

Prompted by Cassy Freeman‌ and this question raised by Chintan Desai‌, 2 workflow instance executes at same time‌, I thought I would share how I got around this very problem.My scenario is slightly different as I wanted the new reference number displayed on the new form for users info even before the record saved. Initially i thought us JavaScript to get the next number from the GenerateID list and then use workflow on save to increment the next number.This actually made Murphy's law (read the rest of the comments on the question!!) more likely to happen which was pointed out to me by Cassy Freeman‌ in a workshop so i had to come up with something else. 

As we know you can not open Nintex Workflow Designer for an UDA at Farm level in all versions of the product. So that begs the question how do we update an UDA at Farm Level if we need to change it? This is a question a Partner had and they shared their workaround with us. So I am sharing it with the community as I see it as being very useful. The official method is using two farms. Editing the UDA in Farm A at site level then publishing at Farm Level in Farm B. This is not particularly convenient for single farm deployments. The reason behind this is that for an UDA to exist in a farm it needs a unique ID. Creating UDA's at site level to import over the farm level ones does not work since they have different ID's.  Details on how UDA's are identified. The UDA has a unique ID and Static GUID      - These can be referenced in the Nintex Config DB under the UserDefinedActions table. 

The much awaited Nintex Lazy Approval action for Office 365 SharePoint online is here making your approval process SUPER FAST! All we have to do now is to simply type 'Ok' or a few other accepted keywords (covers almost all words I could think of for saying yes or no) in the assigned task notification and hit SEND. Right from your inbox without going to your SharePoint environment.Here's something I tried and sharing for you to try in your cloud as well(weather permitting ofcourse - just kidding!)App Requirements:Your organization has purchased a few training resource licenses and your rock-star team of devs/engineers/architects/students/runners/movers/shakers...well you get the idea, want a process in place that will track requests allowing users to avail training for two weeks and then release the hold, so others can book the same.Solution:Create a list, setup a workflow, assign

Good day, It's my first Blog here.  I will show you a Nintex "Feedback" form where I will add a panel to use it as a progress bar. The form contains a set of questions (Choice controls). I will use the following techniques in order to accomplish what I need: 1-CSS2-Bootsrap font (glyphicons-halflings-regular)3-jQuery Step 1: Let's create the form containing the following.   a-A random number of choices with the below settings: b-A panel (Our progress bar) with the below settings:Step 2: Download the glyphicons-halflings-regular font with the (.woff .woff2 .eot .svg .ttf) extensions:

Updated Please refer to this KB article  https://support.nintex.com/Mobile/Other/How_to_expose_Nintex_Mobile_through_your_firewall Last week I was at the Nintex InspireX conference in Las Vegas, and I have to say that it was one of the better conferences I've attended in the last 9 or so years, since jumping ship from being a Lotus Domino guy to a SharePoint Guy. Now I'm not being bias being a Nintex employee, or because I was a speaker. As we were treated no differently than anyone else. It was the experience of everyone being open, and the accessibility of customers and partners for frank discussions. The feedback was constructive, which I truly appreciated, and I thank you all that attended that spoke with me and or any of my colleagues.. There were some golden nuggets of information I took away

Have you ever gained sudden ownership of an abundance of Nintex workflows and forms? I have - over 350 of them - huge, undocumented monoliths, tiny stand-alone notifications - it's a bouquet of Nintex goodness and for the most part I have wrangled the workflows into a state of subservience. Generally, I only interact with these when I need to: maybe there's an error, maybe there's a change request - that's when I swoop into action. But this story isn't about when things go well. This is a story of how on February 21st at 3:28PM, the click of a vague button on an inconspicuous page by a well-meaning end user cost me over 5 hours of work.  

Hi, I am working on a project where we need to identify and inspect underground workplaces in a mine. To do this we need to work through at least five levels of lookups trying to find a specific record out of more than 200 000. Here is an example of the lookup part of the form: I created a list for the lookup data with only three single-line text columns: ViewName, ParentID and ChildID. I then created indices on the ViewName and ParentID columns. The last piece of the puzzle was the views. I created a view for every list control: Every view displayed the three columns, but were filtered on the value of the ViewName column. Back to the form. I used a choice control displayed as a drop down control as I only had two values to choose from. Here is the control settings for the Leve

In my scenario, I have two lists. The first list is called „Car marks and Product locations“, where I store car marks and the locations where they are produced.The second list is called „Car marks“, there I can create entries and choose between different car marks via a lookup column on my first list. The corresponding locations for the chosen car marks should automatically be stored in an additional column called „Product locations“.The workflow that identifies the corr

Sometimes I needed to cancel all workflow on a specific list. The following powershell script will help you to do this. #Site URL $web = Get-SPWeb "http://urlforsite.com"; $web.AllowUnsafeUpdates = $true; #List Name $list

Good day, We have not implemented this yet but I thought I would share it with you so long. SharePoint with Nintex Workflow, Forms and Live allows you the opportunity to create an in-house e-recruitment solution without having to spend money on some of the other companies out there. First Step:Decide on the fields that you would like to capture information about. This list of fields would be the basis for your form.I created all the fields as part of a Custom list on my SharePoint site. Second Step: Build the FormThen I started editing the Nintex Form for this list.  Move the fields according to your preference. and add repeater sec

Good day, We had a request from our Human Resources Development (HRD) department to have the ability to request confirmation from external training providers for booked training sessions. The emails were going everywhere and it was almost impossible to keep track of the training sessions and their confirmations. We suggested a two list solution to address the requirement:First list is where any of the training administrators can add a training intervention with the details of the external training provider.  The workflow starts as soon as the new item is saved.  It then generates a unique code (Item ID  + Company abbreviation) and sends and email to our HRD Training Manager.  After she approved the external course request and email is sent to the External training provider.  In this email there is the unique code generated as well as a link to a Nintex live form (discussed in next step). Second list is the list with a Nintex Live form

I recently decided to take it upon myself to really push Nintex in our company and spread the good word of what it is capable of. I realized that this would require training on Nintex, but also on SharePoint and process in general. Below is what my initial approach has been thus far! SharePoint, and Workflows, and Forms, Oh My!For some, SharePoint is exciting, but for others it is dreadful! Many users have a predisposition to it and use it for specific purposes. My first step is to discuss SharePoint at a high level and give them a broad view of its capabilities. This allows me to segway into workflows, forms, and process; all of which ties in Nintex. This also lets me understand the level of exposure to these areas and what I need to focus a bit more of or glaze over if needed. Understanding SharePoint and ProcessesI like to ask questions and get participation from my audience so it keeps them engaged and thinking. I generally ask the f

#sharingiscaringWe had the opportunity (and pleasure!) to have one of our customers speak at InspireX. As a follow up to the event, they were gracious enough to do a write up on how Salesforce and Drawloop combined together were able to empower their sales team, reduce their sales cycle, and make their lives just a lot easier! Hope you are able to find a few take-away's from this blog.Click on the here to link to the blog by Steve Thompson at Meritage Homes. Happy Reading!T

While the last post showed how to get an overview of all the sites, where the Nintex Workflow for Office365 App has been activated. The next question is: what workflows exist in the give site, and which of these workflows have been created using Nintex? And again PowerShell is going to help out! Add-Type -Path "d:Microsoft.SharePoint.Client.WorkflowServices.dll"$clientId = "client_id=" + [System.Web.HttpUtility]::UrlEncode($appPrincipalId)$wfmgr = New-Object Microsoft.SharePoint.Client.WorkflowServices.WorkflowServicesManager($ctx, $web)$wfdpl = $wfmgr.GetWorkflowDeploymentService()$wfdefs = $wfdpl.EnumerateDefinitions($false)$ctx.Load($wfdefs)$ctx.Load($web)$ctx.ExecuteQuery()$webUrl = $web.Url

If, like me, you don't want to give the users you support the opportunity to mistakenly (or mischievously) delete the list item whilst in the form interface, then this is for you.Just insert the following script into the Custom CSS box of the Form Settings, before the other CSS already in there (so, it's easy to find):On-Premise SharePoint 2013 Nintex Forms:/*hide delete button in ribbon for Display form*/#Ribbon.ListForm.Display.Manage-LargeMedium-1{display:none;}/*hide delete button in ribbon for Edit form*/#Ribbon.ListForm.Edit.Actions.DeleteItem-Large{display:none;

Here at Nintex we like to make life nice and easy for our users and those new to Nintex Workflow (2010 & 2013). This month is a new feature to help you workflow admins see exactly what's going on with all your lovely Nintex Workflows with the introduction of Workflow Inventory. You will need the appropriate administration access to access the different views. What Is It? Workflow Inventory is a Site Setting area which will lay out in detail all the List and Site Workflows published to that Site, all sites in a Site Collection or all Sites in the Farm;  providing in an easy to understand list of the following information -Site Collection (Farm view - Workflow Enterprise) Site Name (Site Collection inventory view - Workflow Enterprise )

Since the end of last year Nintex for Office365 is also available in various data-centers around the globe (Europe, Australia, Japan). If you're a new customer you can choose the data-center where your tenant will be hosted. I makes sense to choose a data-center that is close to your location - and that is close to the region where your Office365 tenant is being hosted. If you already previously created a Nintex for Office365 tenant, this tenant is hosted in the US. But the good news: you can migrate that tenant to another data-center! So in my case I'm located in Germany and my Office365 tenant is hosted in Europe. So each time I access the Workflow-Designer in Office365 I have to make round-trips to the US - a round-trip within Europe would be faster. The actual migration of the tenant was a no-brainer. Just contact either Nintex or your trusted Nintex Partner of choice and the migration will be prepared and executed in the background. After a couple of

Accelerate Sales and Business Results with Nintex DrawloopJoin Andrew Swanson and David Stephen from the Drawloop team and learn how Sales Cloud customers have transformed document generation into a data-driven process that accelerates sales and business results, and empowers employees to do more of what they do best.Generate any documents from Sales Cloud at the click of a button, by batch, or workflow Use your data-model to drive document processes from marketing content, sales quotes, contracts, order forms, new customer onboarding and account management Use complex Excel calculations to drive real-time metrics and profitability summaries back into Salesforce dashboards and Wave Ensure compliance while streamlining new sales rep training Run in Lightning, Salesforce Classic, and on your mobile device with Salesforce1

BackgroundIn our organisation we have the nintex workflow actions tightly controlled as follows:Untrained users:  no access to any actions Trained users:  access to subset of actions SharePoint support users:  full access to all actionsThe reason for this is governance (which I will get round to blogging about one day I am sure).  We do not allow the trained users any actions that can loop that with poor configuration could maybe bring down the environment or affect the performance in some way. ProblemThese trained users almost always have a requirement for a "reminder" workflow of sorts, to notify people when a document is due for review, or if a task is outstanding and x days overdue (like many users on the community).  Anyone on the community with this requirement will have been sent by me to my blog post

The idea of a "dashboard" comes up a lot and for me, I generally cringe at the thought. Not because it is difficult to implement, but because it is difficult to implement well enough so that the customer uses it frequently enough to get value out of it. Scenario:I recently had to deal with such a case with an internal customer where they wanted a form to be submitted on a child site and then certain pieces be promoted up to a parent site list upon submission. So how do we accomplish this? I used Web Services within a Site Collection workflow that is triggered by a content type. Simple enough, but requires a bit of knowledge in regards to what is expected and what to look for (a lot of trial and error ) Setup:I am not going to go into too much detail about Content Types, but I recommend k

Following my previous post on Using OAuth 2.0 to access other cloud services from NWC, we are going to use the same principal but apply to Microsoft Graph API. Microsoft Graph exposes multiple APIs from Office 365 and other Microsoft cloud services through a single endpoint: https://graph.microsoft.com. That means we will be able to integrate to Office 365 Sharepoint, OneDrive, and other Azure and Office 365 related services from NWC with single Microsoft Graph API. As you may be aware for now, the key challenge to connect to other cloud services will be more on the setup and getting the Access Token, which I

Nintex form - Incorrect validation rule making Attachments disappear (or overwritten).I had an interesting issue raised today by one of the customers I deal with regularly and thought I would share here. Why is the attachments added to the list via the nintex form being removed or over written?After wracking my brain (and google) I did not find an answer.Taking a step I went through the form validation rules I found two of them had been incorrectly configured (using the isNullOrEmpty Runtime Function).Once correcting the validation rule, the attachments stayed in the form / list.isNullOrEmpty(Title) I hope this helps others out there who are struggling with this.