News and Guidelines

A customer came to me with the question below, after trying to create a POC with our Forms Enterprise product. I was able to help them out, and thought it could be useful to others as well.  Question: When a form contains repeating tables it adds all of this white space after it, how do I fix it? Answer:  The white space usually occurs when the control within the panel (where the hide rule is located), is not extended all the way out.  In order to fix this issue you need to do two things. One: Have the customer extend the left and right side of the control to the edges of the panel.  Two

It's not often that a software feature comes along that revolutionizes the way we work and really makes our lives just a little bit easier.  One of those features is Nintex LazyApproval.  For those of you who may not be familiar with our LazyApproval feature here's some marketing speak... The Nintex exclusive LazyApproval® System, allows task participants to respond using natural language, even when mobile and without SharePoint portal access. This means that you can approve and reject tasks via email from anywhere (in a meeting, at an offsite event, on the golf course!), without having to log into SharePoint and completing a task form.  Our cu

Hello All,We may or may not have come across a situation where creating Event receiver is not feasible on delete item event. This is a hack on the functionality where you can start a workflow when item is deleted. This involves creating a delete item workflow and adding that as a quick action menu item. So here is how to do it:Create a custom list. Configure permissions on the list so that users will not have the ability to delete the items. For this, I create a new permission leavel as "Contribute - No Delete". Once this is completed, users will not see the option to delete items within this list. Next, we want to create a workflow that we want to start when item is deleted. Click on List tab, Create a workflow in Nintex workflow. Open workflow settings. Enter Title Select the option - "Enable workflow to start from the item menu". Menu I

! This article is out of date! Please reach out to your account manager or CSM if you are interested in running the script in your environment. This script was originally designed for sales and marketing to better understand the use of Nintex in our client's on premise setup. The support team has adopted it to help better inform SharePoint Administrators on what the farm has running in regards to Nintex. Showing most used workflows and peak time of year for processing for example. What does it do?It will pull 4 reports on each Nintex Content DB that you have attached. This will come in the form of xls/csv files. Action Statistics Indicates workflow actions used in the last 90 days Activities: Used for reference and is the same each time as it looks at actions registered in the Nintex Workflow configuration OverviewStatistics

I was asked to come up with a way to show how long a discrepancy went uncorrected once the department was notified. This was on an inspection list (named Field Audit List). These are the columns I used in the SITE workflow: Status (Choice: corrected and needs correction as choices)Audit Date (Date)Submitted to Dept (Date)Date Corrected (Date)Days Outstanding (Number) There are a few more columns, but these are the ones I used in the workflow. I scheduled the SITE workflow to run daily. Each day the Days Outstanding is updated with the number of days since the item was submitted to the Department with no update in status of Corrected. This is a filtered view of only those still needing correction. In my scenario, I used Nintex to loop through the list and each item to calculate the number of days from the date

I had a lot of difficulty placing a date stamp on a repeating section entry.aditya gandhe presented a solution Repeating Conrol + Current user Name + Time that included Current User and Time but it was more than I needed. With some help from my colleagues on our development team, I'll document how we date stamped multiple repeating section entries. First, on our form we placed a repeating section, inside that control we place a date/time control. https://community.nintex.com/servlet/JiveServlet/downloadImage/190226/pastedImage_0.png In the properties of th

Inspired by the resent posts Alexa, start a Nintex Workflow  by Jason Lee‌, Nintex Workflow Cloud Start by Renai Bell and Start a Nintex Workflow Cloud Workflow from an Amazon IoT Button by Dan Stoll I wanted to setup my own demo using this new service as an example. There are only two components to this demo:a workflows in Nintex Workflow Cloud setup with External Start a basic html page with a sprinkle of jQuery to post the REST call

Over the last couple weeks, a few customers have asked how to access the Nintex Live actions for O365. Here is a short tutorial on how to do so.  What is Nintex Live? Workflow action that uses the Nintex Live service. Connects to an internet-based application exposing web service APIs for public or contracted consumption. Examples: Google Drive download file, Dropbox query files. 

The other day I thought I'd have a bit of a play with the Amazon button I ordered AWS IoT Button and since I had been testing out the Nintex Workflow Cloud Advance Preview,  'External Start feature'. Why not try and hook them up. There was a bit of a learning curve here as I had never used AWS at all. For this blog post, I'm not going to go into too much depth here as to be honest, I'm pretty sure I didn't do everything right  I just fudged my way around until I got something to work.. Who needs instructions ? Right !!   lol .. What I'm playing on doing is to execute a Nintex Workflow Cloud workflow by pushing an AWS button. There a nu,m

So, we all know that it is possible to start a workflow externally. (Thanks to Eric Harris‌ Externally start Nintex workflows in seconds with Zapier!)The other day I was thinking of: How cool would it be, to start a workflow with a proper button?After a short research, I ordered two buttons from bt.tn. They are fully supported by Zapier so in no time I had my first (by a button startable) workflow.   Ok, geek stuff. But what can they be used for in a real life scenario? I am thinking of task list, where new tasks aren't assigned to anyone. With one push,

This is probably not news to many on here, but for those un-initiated in some of SharePoint quirks, I present the famous "Calculated Column" trick. Do you want a really easy way to render a piece of HTML in a dataview on your SharePoint list or library? Then here you go.Create a Calculated column that looks a little something like this Be sure to select anything OTHER THAN "Single line of text" Your formula should look a little something like this="<a href='www.google.co.uk'>Click Here to Approve</a>" You can in fact use this for an number of other functions including Concatenates and IF's, for more details check out t

We want to make it as easy as possible for you to automate your processes. And with automating processes comes the need to support the work habits of different users. Imagine you can create apps that let you interact with your business process without writing a single line of code. Imagine you can distribute those apps without going through the (sometimes) lengthy process of distributing them via a mobile device management (MDM) platform. Enter Nintex Mobile Enterprise and it's newest feature, App Deploy. I can hear some people ask, what's App Deploy? It's most commonly known as over the air deployment/programming. I won't get into much detail but if you are interested in the topic, you can read up here. In a nutshell, partners and customers don't have to have an MDM anymore. All you need is love...and Nintex Mobile Enterprise...App distribution

Currently in Nintex Forms for Office 365 you cannot open old form versions as you can on the on-premise version.While we wait for this feature I want to share how me and my team work with forms while we are sharing it.We opened on the designer the same form with different users (User1 and User2) and made changes and then User1 published changes and then User2 published the other changes.Finally we saw that the last published form is the current version without the User1 's changes.Although we imagined that result, the Nintex designer does not show any message for the form opened at the same time or that another user made changes. With that said, we decided to implement a simple idea that is helping us without losing changes of another designer/developer/user on the form design. The simple idea is: - Add a label on the right upper corner of the form-When the form is opened by an user, we set the convention t

*not all of course, but how about one with dynamic forms, flexible stages and no restarting should you make a change to the workflow or stage? I won't be showing all the detail in this post but hopefully enough if you want to start playing. The following came about after an instruction to build a form to go through multiple stages. Early on, it became apparent that a lot of the text on buttons, emails and stages would be constantly changed and tweaked. So I had an idea for using a lookup list that the workflow would use to see what stage the form was at, the stage name, who owned it, relevant email text, form button text and what stage was next. This gave me the flexibility of quickly changing a large amount of text the workflow and forms use, without having to make changes to forms or the workflow.

There are so many applications to using the Nintex Mobile App. You can create items from forms, respond to tasks. Then we were given Mobile Enterprise to create our own apps with specified forms. To add to this we learned how to link directly to a form on our mobile app using the methods described in Dude you're so deep, Nintex Mobile deep linking that is..​ As seen in the details of the help documentation, Nintex mobile linking uses the format nintexmobile://[{ACTION}][?{PARAMETERS}] You can build Nintex Mobile links that perform the following functions.Form navigation: Display a specific form in Nintex Mobile. Authentication: Launch Nintex Mobile with pre-populated authentication fields. Use Nintex Mobil

Still using Lotus Notes? Interested in Migrating to SharePoint? Watch my () interview with Brad Orluk to learn more about why companies are wanting to migrate away from Lotus Notes, obstacles in migrating form Lotus Notes, tools to help migrate, and so much more.. Video Link : 1298

When you build a workflow on a SharePoint list, you can configure it to start manually.  That means you click on the item you want the workflow to run on, select Workflows from the drop down menu, click on the workflow and then you click the "Start" button to start an instance of that workflow. If you have start form workflow variables, then this makes sense.  But if you have no start form variables, it seems like it'd be nice to just click the name of the workflow and it just starts the workflow. To get this to work, we are using Nintex Forms with Nintex Workflow.  When you have your workflow design open, in the ribbon, click on Workflow Settings.  When that pops up, click the drop down called "Edit Task Form" and then select "Edit with Nintex Forms". We aren't going to do anything with the form design, because the plan is to not really see it.Wh

I recently had a requirement where I had two lookup fields on my Nintex Form where one had to be filtered by the other, and both had to allow multiple selection.I thought that this was going to be really difficult to implement, and was using all sorts of disconnected controls in order to try and achieve the result, and then I discovered that Nintex Forms just works when you use list column types "Lookup".Wanted to share with everyone how powerful this was, and hoped it may help with this thread:https://community.nintex.com/message/45415?et=watches.email.thread#comment-45415 So I have the following lists:Custom List:  luDivisionsFields:  TitleCustom List:  luBusinessUnitsFields:  Title, Parent Division

If you've ever thought -- "Could I kickoff a Nintex workflow from... " -- then now's the time to start generating external start URLs and connecting your workflows to the Nintex Zap. You can connect your site workflows to Nintex accounts in Zapier and trigger those from the 200+ SaaS connections they have available. Save time, save resources and save your sanity by externally starting your workflows without writing a single line of code or reading some API documentation. Sounds exciting eh! Keep reading on how you can implement this today! Dan Stoll wrote a blog about the release of the 

A bit over a year ago, we released Nintex Mobile Enterprise as was written about by Brad Orluk. At it's core what it allowed customers to achieve was simple branding and deployment options for their Nintex Mobile Apps.  Over the year, we've listened to our customers and continued to innovate, with a steady pace of improvements. This latest release, however, is significant and an opportunity to give the service a new name.. So without further adieu I introduce you to Nintex App Studio. Nintex App Studio is the next generation of Nintex Mobile. Whilst Nintex Mobile stil

In SharePoint 2007 it was fairly easy to obtain the id for a list (the end of a URL when browsing to a list). In SharePoint 2010/2013 this trick no longer works. Below are several methods to quickly obtain the list id: Method A  Navigate to the list and click Workflow Settings dropdown. Select Manage Workflows With Nintex Workflow. In the browser address bar at the end of the URL you will find the list id (Guid Format). Example: http://contoso.com/_layouts/15/NintexWorkflow/WorkflowGallery.aspx?ListId={00000000-0000-0000-0000-000000000000} Method B  Navigate to the list and click List Settings. In the brow

I got super lazy today, and recorded a video rather than do the screen shot and typing thing... Enjoy and happy holidays..

There are a number of ways to have a Nintex Workflow start in a SharePoint 2010 or 2013 environment. Manual StartIn the Workflow Settings, you can also check the box for "Start Manually".  This gives users the ability to click on an item, select Workflows, and select the workflow they want to start.  This gives them a nice graphical view of the workflow they are going to start. In case you need it, it will also give them a form to fill in, if that workflow has some Start Form variables. This behavior is the same for both List/Library workflows and Site workflows. Event Driven List/Library WorkflowThe most common way to have your workflow start, is to set it to be event driven.The two events that are supported, are On Created and

For those of you in the 2016 world, or getting ready the migration.. The Hawkeye team released the 2016 data collector last night .. This joins the existing 2013 connector and will in the future join O365 also. For those of you who are trying to figure what I'm actually talking about.. Nintex Hawkeye is better explained here What's New From Nintex - Nintex Hawkeye!‌ with further in depth detail here Getting Started with a Nintex Hawkeye Process Intelligence Lens‌..  If you are using Hawkeye or currently evaluating it, be sure to upgrade your existing 2013 data collector as well. As there have been some enhancements and fixes release as well.The Release notes can be found here

Hi all, today I've discovered a very interesting setting in Global Settings section in Nintex Workflow Central Administration and I want to share it with you . The setting is called Task form properties view and "Workflow Task View" is the default value, that you change if you want.. This is the name of the view that specify which properties are shown in a default task form, if you don't have a view named like that, then all the properties will be shown (it's the most common scenario I've seen). If you create or edit such view, you can choose what you want to show or hide in task, so that user doesn't see all the "hidden" fields you can have in your list/library that are useful for the workflow but not for him/her.. Unfortunately this settings is global for all the farm a