News and Guidelines

There is now a Nintex Forms 2013 installation walkthrough video up:Video Link : 1332  Similar to the Nintex Workflow 2013 installation video this is meant to act as a complement to the Nintex Forms 2013 Installation Guide (Installing Nintex Workflow 2013 and Nintex Forms 2013) and follows Nintex best practices. The walkthrough goes through the basics of getting Nintex Forms to a place where users can start building custom forms in the SharePoint environment. I will be digging into Forms configurations (specifically with Nintex Live Forms) down the road, so please keep an eye out for an update here once that video is live. If you have any suggestions for future videos please let me know! Hope this is helpful  

Hi Everyone! Wanted to let everyone know that there is now a video walkthrough on how to install Nintex Workflow 2013:Video Link : 1445 Installing Nintex Workflow 2013 This is meant to act as a complement to the Nintex Workflow 2013 Installation Guide (Installing Nintex Workflow 2013 and Nintex Forms 2013 ) and follows Nintex best practices. The video goes through the basics of getting Nintex Workflow to a place where you can start building workflows in the SharePoint environment. I will be digging into all of the Nintex configurations in a later video, so please keep an eye out for that once I have it built.  If you have any suggestions for future videos please let me know! Hope this is helpful

Greetings, We’re excited to announce that the latest release includes the “External start” event within the Nintex connector. Selecting this as the start event of your workflow will provide an authenticated REST URL for the workflow. This URL returns the JSON definition of the workflow (including optional parameters derived from variables) which will start the workflow. What does this allow you to do?Execute a Nintex Workflow Cloud workflow from an existing Nintex Workflow product using the Web request workflow action. Execute a Nintex Workflow Cloud workflow either from within the same tenant or a different tenant using the Call web service workflow action. Execute a Nintex Workflow Cloud workflow from an application that will allow you to make a REST call. How would you go about doing this?1. In the Start event configuration, select the Nintex connector and select the External start event.2. Define your Start event variables. These start event variables will become the input into you

So you've decided to automate a process in Office 365 with Nintex Workflow... excellent decision! But, now that you're done building your workflow you notice when people are out the the office or 'OOF'  (Why is it OOF and not OOO? The Exchange Team @Microsoft explains) it breaks down. So, if you want something else to happen, like assign the task to another individual or kick off another workflow perhaps? Well then, I've got something that will be right up your alley! By using a simple web service call, we can query the EWS (Exchange Web Services) of your Office 365 tenancy to find out if someone's OOF settings are enabled or not as well as the start and end dates for when they'll be out. So first thing's first. We need to call the classic Exchange Online method (outlook.office365.com/EWS/Exchange.asmx) using the Web Request action. Keep in mind that the authorizing user needs to have the appropriate permissions* on the mailbox to perform this query.Here is the body of the EWS call tha

Dear Friends, This is interesting that in our current project we were trying to implement such a mechanism by which a NINTEX workflow can be move forward on clicking a button in the NINTEX list Form instead of submitting the task form explicitly. Basically when we associate a component like ‘Start a task process’ or ‘Assign a Task’ with a list workflow attached with a task list, a new content type is added to that task list. For a complex workflow you can find out that multiple NINTEX content types are added in the SharePoint Task list. So in this case without submitting the task form you need to explicitly update that Task item field attach to that NINTEX content type inside that task list. For this you need to get hold of the task id and the respective field attach for that NINTEX content type. And then update the field of that task item inside that task list by CAML query. Remember since list is proprietary of SharePoint, either you have to update it by REST API or CAML query. Imple

You know when you get asked a question and you respond really quick because, you know.... it makes sense in that microsecond that you spent thinking about it?  Then of course when that person tries to follow you advice, everything goes pear shaped.  Well, that happened to me the other day. The question was around having tabs in your Nintex Form.  Here is a post on tabs in Nintex Forms for Office 365 and here's one for Nintex Forms for SharePoint. The tab pages visibility is controlled by rules on the form.  The request was for having another tab called "All Tabs", which when selected, would show all the tab pages. My first response, was just put in another rule which checks all the tabs...blah blah blah... wow was I way off.  That's why I should have taken my vitamins in the morning  So now to the real solution.  YOU DON'T NEED ANOTHER RULE!!! What you do need, is to tweak the existing rules for each tab.This is the form that we can look at as an example.  Notice there are 3 tabs (Tab1

How many times have you thought to yourself... "Gee... wouldn't it be great if I could quickly and easily collect metadata from users on the web to use in my workflow?"   But, the problem is, getting a form built and then placed outside of your corporate firewall is something that is usually not a quick or easy thing to do. Well, the good news is that it this can in fact be done automatically (which means not only quick but incredibly easy too!) with Nintex Workflow Cloud (NWC)! So, let's walk through how this is done... A workflow designer has the ability to select the Nintex option from the Connector selection inside of the Start event configuration dialog in NWC:  Here, a workflow designer can define variables (to collect the metadata input into our anonymous web form) and upon publishing of the workflow, NWC will go ahead and auto-generate an attractive form and publish it to the cloud. Then you can simply share the link to the form and whenever someone completes this form and the

It’s interesting to see the evolution of Nintex. With Nintex Workflow Cloud, we have connectivity to systems we haven’t connected to in the past with Nintex Workflow. What this does, is expand the variety of processes that can be automated. Not only that, but it also increases the scenarios around what can start a process and how users interact with it.Nintex Workflow Cloud has built in support for Twilio functionality. Now some of may not have heard of Twilio, but it’s cloud communications platform, with API’s they expose to do a variety of things from text messaging, to voice etc.In Nintex Workflow Cloud, we have created a connector to Twilio, so that you can have a workflow start on the receipt of a text message. That definitely expands the range of scenarios. Also, we have a Twilio Sent Message action that will let you reach back out to users via text messages. Now you’re probably wondering, why would you want to send a text message from a workflow? What is the compelling story beh

One of the most visited posts on my personal blog is centred around how to build a table of information within a workflow and export the contains to a readable format in an email. So instead of reinventing the wheel I thought I would share a few links I have come across over the last year of so highlighting similar explanations of how to do this task. All of these are right, but all are a little different depending on the results you are after..  Check these links out. Formatting a table from Collection Variables - Dan Stoll (_danstoll) on Twitter (Deprecated)‌ Creating an HTML table in a Nintex Workflow » The Data Queen‌ - Martina White (TheDataQueen) on Twitter‌ Nintex Workflow - XSL Transformation - Vadim Tabakman‌ - Vadim Tabakman (vadim_tabakman) on Twitter‌ Scheduled Database E-mail Reporting with Nintex | PortiBlog‌ - by Jordy van Bremen from Portiva (portiva_nl) on Twitter‌ Nintex Forms, SharePoint 2010, and a simple Purchase Order approval system | PointBeyond‌ - PointBeyond (

The july release brings an interesting feature that has been requested from uservoice : The capacity of putting multiple attachment components on a form.It's a really simple feature to use, we just need...One checkbox, that is located in the Settings panel of your attachment component.If you add more than one attachment component you will have to chose one as the default one.Basically, you HAVE to have one attachment ticked as "Default control". If you don't, you will simply have the following message :(a similar message is displayed if you thick more than one attachment component as "default control" on the form).Note that every attachment still remain attached to the Attachment field (default and not default ones). LimitationThe only limitation remaining on this feature is the ability to add an attachment to a repeating section. You will get this error message : Have fun Nintexing!

ECB Menu in Sharepoint List or Document Library allows one to manually trigger an action, and this could be an action to start a workflow from Nintex Workflow Cloud. We would love to have the option to manually trigger a workflow to start. Here is the story line, looking at a document library in Sharepoint, based on the use case we discussed in my previous blog post, a Marketing Coordinator uploads the Excel Attendant List to a Sharepoint folder in Marketing Site's Document Library, in this case, not all the documents in the library are leads to be generated in Salesforce, only this particular excel file is, and we want to manually trigger a Nintex Workflow Cloud workflow to help collect and upload leads from this file to SalesForce. To do that, we can simply add a custom ECB Menu to the Document Library (i.e. same applies to Custom List in Sharepoint). Diagram below illustrates what you will get: Before we get into how to add the ECB menu in Sharepoint Document Library, let us take a

In my previous blog post Advanced Calculated Values​ I wrote about using calculations in a Nintex Mobile Form to sum occurrences and points to my Warehouse Inspections demo. Using check boxes (or sliders) and input boxes, the form would calculate the sums. But we found that there are some user experience issues with the form. In this blog, I will show how to use rules within a form to improve the user experience. Looking back, I had three types of user input to the inspection form.Add to the sum a multiple of a value. The multiple must be provided by the user. Add to the sum a fixed value Add to the sum a incremental value. If 1, then 25, if 2 then 75, if 3 or more then 300 Using Formatting Rules The first input would allow the user to type in the input box even before they select the incident as occurred. I would like to disable the input box until the user slides the slider to indicate that there was an issue. To do this you click on the input box and then click Add in the rules pane

It's easy we get into perception that a workflow always start from a form submission, and we've been telling the story of that. But in reality it's not always the case, take Attendance List for instance, event coordinator taking attendance list with Excel at the reception of the event, is something very common and practical. the Attendance List will then be used to create Leads in CRM system for Account Management to follow up. This is just the right scenario we could easily automate in Nintex Workflow Cloud platform, I am going to share how the scenario could be automated in Workflow Cloud, the attendance of an event was taken using the Excel spreadsheet, and saved in OneDrive to trigger a workflow reading the attendance list to create leads in SalesForce. Instead of explaining every single workflow action, I am just going to explain the key actions used to achieve our objectives here. Later part of this writing, I will share the pictorial flowchart of the workflow that I have created

Salesforce has allowed many organizations and communities to transform the way they manage crucial information such as:• Tasks• Meetings• Programs• Campaigns• Contacts• Support cases Salesforce has allowed many organizations to manage this kind of information in a central location – available at the fingertips of a user.Being cloud-based, Salesforce, can seamlessly integrate with other cloud technologies in order to ensure that information is accessible, and now with Nintex Workflow Cloud, integration into SalesForce can be automated via Workflow to ensure the following: • Flexibility – as in allowing people to be able to provision or find information the way they prefer to• Facilitating the flow communication between people, teams, and even organizations• Automating organizational processes irrespective of the different platforms involved So how does Salesforce work with NWC? You’d have to simply setup a connection to your Salesforce environment, and once set up any organizational pro

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: Recreate the Hide Rule that is associated to the Panel, and extend the controls.  This will keep the repeating table from adding additional white space to your Form, and keep your Forms looking crisp.  Hope that helps! 

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 customers who utilize Nintex Workflow in SharePoint on-premise have been using this functionality to extend the power of their workflows for years and they love it!  And now, our developers have faithfully recreated this functionality for our O365 and hybrid SharePoint users! Behold... LazyApproval for Nintex Workflow for Office 365! Where can I fi

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 Item label would be "Delete Item". Menu item image URL-"_layouts/images/delete.gif" Menu Item Position - 0. For other positions on the quick menu,

! 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 OverviewStatisticsQuantifies sites, initiators, and other data for completed workflows.WorkflowStatisticsQuantifies actions, durations, and other data for recently started workflow

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 it was submitted to the department to the current date without correction. The workflow variables and types are:The name of my list is Field Audit List. It made sense to me when I

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 the date/time control we set the Default Value to "blank" and Date Only to "Yes". https://community.nintex.com/servlet/JiveServlet/downloadImage/190227/pastedImage_1.png In the properties of the Multiline Textbox nested in the Repeating Section  create a control named "control-class" (of course you can name it what you want).Ensure you connect the repeating section to a list column. https://community.nintex.com/servlet/JiveServlet/downl

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 ScenarioMission control needs a two button interface to either initiate or abort the launch mission. Launch control will be sent an email with the command from mission control. Workflow with External Start Start Event: External Start  event with a single variable which is passed through of launchcommand Branch Condition: If launchcommand variable = 1 launch email will be sent, if 0 it will abort Get REST URL to post toPublish the workflow and you will get a URL that contains an authentication token which will return the workflow Swagger specification: &l

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. How do you access Live actions on O365?To add actions to your toolbox from the Nintex Store In the Nintex Workflow designer, click Store in the ribbon.   For instructions on accessing Nintex Workflow designer, see Accessing the Nintex Workflow designer. http://help.nintex.com/en-US/O365/Default.htm#O365WorkFlow/Creating%20workflows/Accessing the Nintex Workflow designer.htmThe Nintex Store dialog box appears. Search and browse:  To search for an action or pack, type in the search box and then press ENTER. To browse packs, click the categories under the search box. Clicking a category filters the displa

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,mber of possible scenarios for this, but for my example I'm just going to have a workflow run and send me an email..  Before we dive into AWS and the IoT button, we need to setup a workflow inNintex Workflow Cloud that has an external start end point configured. For the rest of this post, I'm going to refer to Nintex Workflow Cloud as NWC.. Log into your

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, a workflow assigns a task to the initiator.Or let's assume you have a single site-workflow to terminate several different workflows. One push and you are done. (You probably use a big red button for that right!?) I know there are some really creative community members out there. Please share your ideas with me! I am curious to know what you would automate with just one button.

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 this link​. SharePoint will render this HTML as a clickable link for your users. "What's the Nintex angle?" I hear you ask. Well by creating a column called Approval URL or WorkflowMapURL and using the Nintex common properties to write to that column, you can then include that URL as your hyperlink, thus giving your users a link to the approval task straight fr