News and Guidelines

The choice Single control now has an Insert tab for the choice options in the control’s configuration. This allows for a Data Source Variable to be selected.Inserting a flattened collection from a data source into this field gives you a dynamically generated list of choices.An array of objects can also be selected. When an object is select, two new fields will appear in the control’s configuration. The fields are “Option label” and “Option value”.Option label will display the text for the choices. Option value is the value that can be used elsewhere in the form or passed to the workflow.  For example, the option label may show a list of states of the United States of America. When the user selects California the Option value can store the value Sacramento which is the capital city.  This value is obtained from the Data Source Variable. For more information please see the Nintex Automation Cloud help files.https://help.nintex.com/en-US/nwc/Content/Designer/FormControls/ChoiceSingle.htm 

Want to tap into the power of your SQL databases within Nintex Automation K2?We're excited to introduce a new course on Nintex University: Create a stored procedure and use it as a SmartObject.This course provides a hands-on approach to integrating SQL stored procedures with your K2 environment. You'll learn how to leverage existing database logic and build more efficient, data-driven automation.What you'll learn: Harness stored procedures: Understand the advantages of using stored procedures in K2, including improved performance and simplified maintenance. Build a stored procedure: Step-by-step guidance on creating a stored procedure within your SQL database. SmartObject integration: Generate a SmartObject from your stored procedure, enabling seamless integration with K2. Data visualization: Display the results of your stored procedure in a K2 SmartForm, bringing your data to life within your applications. Who should take this course?This course is ideal for K2 users who want to

In this month’s user spotlight blog, we’re talking to Adolph J. Torres (LandsEnd), Senior Programmer Analyst at Baycare. What is your current role and some career background?My current job title is Senior Programmer Analyst. Career background: Eight years working with Nintex products. I’m on the Software Engineering team responsible for the intranet at BayCare, including 16 hospitals and 32,000 team members. Previously, I was a senior .NET programmer for fifteen years.Which Nintex Product are you most passionate about and why?Nintex Forms and Workflow products. Microsoft chose well to have Nintex as a BayCare vendor for our SharePoint Cloud Platform. Both Form and Workflow products are exclusively what my team uses for BayCare’s intranet. These Nintex products are extremely versatile, have really good training material associated with them, and a user community that is very active.What do you enjoy most about answering Community questions? I really like that the responses to my questio

In today’s fast-paced digital landscape, companies are increasingly adopting application development to remove friction from their critical business processes. With a large pipeline of applications designed to drive competitive differentiation, application development teams must tackle these projects quickly and effectively. However, these organizations face a dilemma from an application development approach perspective:Build custom-coded solutions and navigate long development cycles; or Settle for low-code solutions that fail to fully meet their needs for automating complex business processes.The result?A high percentage of projects fail to deliver the intended value because they lack the capability to handle intricate use cases. Equally damaging is the heavy reliance on professional coders or complex tooling, which often limits the number of projects that can be delivered—further exacerbated by project overruns that slow progress even more.With the launch of Nintex Apps, we are clos

Nintex is thrilled to announce new AI-powered improvements across the Nintex Process Platform that are either available now or coming soon. These capabilities significantly reduce the time required to document, manage, and automate business processes.Start process documentation quicker and save time in automation programs with AI Historically, getting started with process mapping required businesses to manually document processes. The newest process intelligence features of the Nintex Process Platform allow businesses to automate an often cumbersome first step in the process automation process by integrating and automating the creation and tooling of process maps. New capabilities include:Process Capture (coming soon): Automate the creation of process maps leveraging the output of AI-powered text prompts and activity recordings captured from end users. This feature within Nintex Process Manager removes the need to manually document processes, while aligning processes across roles and e

Great news, Nintex Apps has offically launched! 🚀 And with it, so has the ability to use Nintex Apps alongside Nintex Automation Cloud when your subscription includes both. Check out the video below to learn more about using these as a connected experience.  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.

📢 Great news! 🎉 We’ve just published a new video tutorial that dives into using text and input fields in bubbles in Nintex RPA. This video covers how to enhance your bubbles with formatted text, images, hyperlinks, and dynamic variables, as well as how to set up various input field types—like text, dropdowns, checkboxes, and more—to collect essential user data. 💡Whether you’re new to customizing bubbles or looking to optimize data entry in your wizards, this tutorial provides a step-by-step guide to creating more interactive and user-friendly workflows.  

Good morningWhat is the cost of doing the Nintex Certification examination?Thanks

📢 Hi! Great news! 💃🏽🕺🏾I just updated a comprehensive article that guides organizations through switching to OAuth Admin Consent for DocuSign Legacy Integrations. It also includes the requirements and a step-by-step process to make the switch.  🚀Switching to OAuth Admin Consent for DocuSign Legacy Integrations This article includes:Upgrade process for Nintex DocGen for Salesforce.Review of needed DocuSign settings.Integration setup in Nintex DocGen for Salesforce 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. 

Many Nintex customers have been asking about Nintex for SharePoint Subscription Edition (SPSE). Nintex is pleased to announce that support for SPSE is now available. Please reply to this post and we will look to answer additional questions. FAQQ: Will both Nintex Workflow and Nintex Forms be supported in SPSE?A: Yes, both will be fully supported.Q: Will all the existing functionalities / features in Nintex Workflow and Forms be available in Nintex for SPSE?A: Yes, all existing features will be available and there are no additional features or deprecation of existing features in Nintex for SPSE.Q: What workflow engine will Nintex Workflow for SPSE be using?A: It will still be using the SharePoint 2010 workflow engine. While SharePoint 2010 workflow engine is deprecated, this only means there is no longer active development, and it will still be supported by Microsoft. For more details on SharePoint 2010 workflow support, please refer here. We will evaluate and advice future options for

In this month’s user spotlight blog, we’re talking to Evgenios Efthymiou (EvgeniosE), Product Manager at Nintex.Evgenios EfthymiouWhat is your current role, how long have you worked at Nintex, and your career background?I am one of the Product Managers for Process Manager. I joined Nintex in February 2024 (~8 months ago). Background wise I studied Mechanical Engineering and worked as a Production Engineer and a Business Process Analyst within the Automotive Industry around Product Data Management, before moving to developing digital solutions as a Product Manager.Which Nintex Product are you most passionate about and why?Process Manager, because it's something I would have loved to have in my Business Process Analyst days. Maybe though I am biased because our Product team is responsible for it.What do you enjoy most about answering Community questions?As a Product Manager I have many ways to drive change in my product, but primarily that comes from enabling your team delivering the bes

Hello, Process Manager Users! We’re thrilled to announce a new feature in Nintex Process Manager: localization! This exciting update means that Process Manager now supports multiple languages, starting with French, French Canadian, German, and Spanish. What is Localization?Localization in Process Manager provides a more personalized experience by supporting languages other than English. This enhancement will make it easier for our existing customers to navigate and utilize Process Manager in their preferred language. Plus, it sets the stage for us to rapidly add more language options in the future based on your feedback and needs. The initial localization work will cover the user interface elements created and managed by Nintex. While this update does not yet include translations for user-generated process content, we are exploring options to support process content-level translation in the future. In the meantime, this can be facilitated through process variations. Here’s a sneak peek

 📢 Hi! Great news! 💃🏽🕺🏾I just published a comprehensive article that guides admin users through switching to OAuth Individual Consent for DocuSign Legacy Integrations. It also includes the requirements, as well as a step-by-step process to make the switch. Plus, you’ll see exactly what the process looks like for end users once the integration is live!  🚀Switching to OAuth Individual Consent for DocuSign Legacy Integrations 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.  

Hello, Process Manager Users! We have some fantastic news to share. Process Manager is getting a significant update! The Product team has been working hard to enhance your experience and make your interactions smoother and more intuitive. We're stepping up our learning content to align with these exciting changes. Here’s a sneak peek at the key updates: 🔧 Process AttributesWe’ve enhanced your experience with process attributes by streamlining interactions and freeing up space for your process map—no more bottom panel! Our new right-hand panel makes accessing your process information quicker and more intuitive. Say goodbye to unnecessary clicks and embrace a more efficient, unified Nintex experience! 📊 DashboardsOur dashboards have a fresh new look and feel. These enhancements optimize how you filter, manage, and view notifications, ensuring a cohesive experience across tables within the My Dashboard. You can expect a more intuitive interface that streamlines data management and enhan

📢 Great news! 🎉 I’ve just published a new video tutorial that guides users through adding and positioning bubbles in Nintex RPA. The video covers different bubble types—Standard, Anchored, Tooltip, and Help Button—and explains how to use them effectively in creating intuitive, engaging wizards that guide users through your processes. 💡Whether you're new to bubbles or looking to optimize your existing wizards, this tutorial provides a step-by-step walkthrough for achieving the best results. 

 📢 Exciting Update to Nintex Customer Content Portal 📢Hello Nintex Community!We’re thrilled to share some fantastic news about our Nintex Customer Content Portal. Each product’s portal page now includes a dedicated Nintex Ideas section. This enhancement is designed to better engage our user community and collect valuable insights directly related to your specific Nintex products.What’s New?Incorporating Nintex Ideas into each product section allows you to:Easily Access: Navigating to the Ideas section is now more straightforward, available directly from each product's page. Provide Product-Specific Feedback: Share your ideas, suggestions, and requests tailored to individual Nintex products. Engage and Innovate: Join fellow users in voting on ideas and watch as we evolve our products based on community-driven input.We believe this integration will foster a more collaborative environment and stimulate innovation by focusing feedback on specific areas. Our goal is to continually enhance

📢 Process Manager Content Updates 📢Hello, Process Manager users! The Customer Enablement team is excited to announce that we have just released a new How-To Video and updated one of our key articles. Our mission is to enrich your learning experience by showcasing the latest product features and keeping our content up-to-date. We can't wait for you to explore these new resources! Nintex How-To CenterNew How-To Video Add documents to process models In this video, we introduce a feature in Process Manager that allows you to associate supporting documents directly to specific elements within your process models. Learn how to seamlessly associate documents from the Documents library to enhance your process models, streamline your workflow, and keep essential resources easily accessible. Whether you need to attach policy documents, upload technical specifications, or link to a network file, this feature will help you organize and collaborate more effectively. Watch now to see how this cap

In this month’s user spotlight blog, we’re talking to Anna Tadros (annajosephine), Product Manager at Nintex. Anna TadrosWhat is your current role, how long have you worked at Nintex, and your career background?I’m a Product Manager, Nintex Apps (currently focusing on designer experiences and Nintex Apps for Salesforce). I've worked at Nintex for 7 months. Before that, I was a long-time Skuid employee, working with the company on and off since before it was founded. At Skuid, I worked in documentation, technical support, and customer enablement. Which Nintex Product are you most passionate about and why?Nintex Apps! (formerly known as Skuid). I've gotten to grow up with the product. It's a good day when I can sit down and build something!What do you enjoy most about answering Community questions?I like getting to interact with people using Nintex products and learn more about  what they're trying to do. It's a great place to come to solve problems and get ideas for cool projects!Is the

We have published a new How-to video for users switching to OAuth Admin Consent with DocuSign Legacy integrations. This video covers the upgrade process for Nintex DocGen for Salesforce, reviews the needed DocuSign setup, and finishes with switching the integration in DocGen for Salesforce. Switching to OAuth Admin Consent for DocuSign Legacy IntegrationsWe hope you find this video helpful in switching your authentication settings in Nintex DocGen for Salesforce. Your feedback is invaluable to us. Please let us know through our feedback portal if you have any suggestions or comments, leave feedback here.

We’ve just posted a new how-to article in the Knowledge Base on Community! Click the following link to learn how to get started with the Nintex Licensing and Permitting Solution. This article covers:Creating an account Configuring fee payment links in Stripe Setting up new permit types Testing and publishing your new licensing and permitting processHave 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.

 Get started with Workflows by building a simple decision workflow.We're excited to announce the release of a new beginner video tutorial that will guide you through creating your first workflow. This step-by-step guide will teach you how to add steps and outcomes to the workflow and then deploy and test it.What you'll learn:Add application categories Create a workflow Deploy a workflow Assign permissions Test your workflowWhether you're a novice or looking to refresh your skills, this tutorial is a great place to start your journey with workflows. Check out the tutorial now and start building! We hope this tutorial empowers you to create unique workflows. Your feedback is crucial to helping us improve our resources. Please share your thoughts and suggestions on how we can enhance future tutorials through our feedback portal, leave feedback here. 

It’s time for another release for Nintex Automation K2! You may remember last year we renamed the product to “Nintex Automation” and you’ll see that change in many of our sites including documentation and training, but you may notice a little sneaky bit coming back to the product name! Over time you’ll see us adding back in the K2, but don’t worry, it’s the same product you’ve known throughout the years by its various names.This year’s release (5.8) has one amazing, massive, beast of a feature that we can’t wait for you to get your hands on. Translations and localization is now native in K2:Full localization of Designer, Workspace and Management into Arabic, French, German and Spanish languages. This lets your designers, administrators, and end users work in their native language. With over 77,000 words and phrases in the K2 platform, this nearly 10 month project with multiple teams is finally ready for you. And, with the localization work, we’ve added ability for your SmartForms to be

Get started with SmartForms by building a simple "Hello, World!" application.We're excited to announce the release of a new beginner-level video tutorial that will guide you through creating your first SmartForms application. This step-by-step guide will teach you the fundamentals of building views and forms, essential skills for any SmartForms developer.What you'll learn:Add application categories Create an item view and add controls Build a basic "Hello, World!" form Test your new formWhether you're a novice or looking to refresh your skills, this tutorial is a great place to start your SmartForms journey. Check out the tutorial now and start building! We hope this tutorial empowers you to create amazing SmartForms applications. Your feedback is crucial to helping us improve our resources. Please share your thoughts and suggestions on how we can enhance future tutorials through our feedback portal, leave feedback here.