News and Guidelines

🎉 Welcome to the New Nintex DocGen Space! 📝 We’re excited to introduce a brand-new space in Community dedicated to Nintex DocGen—your go-to spot for tips, updates, and resources around document automation for Nintex Apps customers and builders.To kick things off, check out our first article in the series:🔗 Create tags and tag your document📌 This is just the beginning!We’ve got more how-tos, deep dives, and expert insights headed your way soon. Keep an eye on the Content Corner and make sure to follow the space so you don’t miss a thing.

🎉 Build a "Hello World" Application with Nintex Automation K2 for SharePoint! 🎉 We're thrilled to announce our latest beginner-friendly video tutorial, designed to help you kick-start your automation journey with Nintex Automation K2 for SharePoint. This comprehensive, step-by-step guide walks you through creating a fully functional "Hello World" application, showcasing how workflows streamline tasks and seamlessly interact with SharePoint data. What you'll learn:✅ Activate Nintex Automation K2 within your SharePoint environment ✅ Create application elements and manage data sources ✅ Build a basic workflow with tasks and decisions ✅ Deploy and test your workflow by adding and interacting with list items ✅ Generate insightful reports to evaluate workflow performance ✅ Update an

Hello,Looks like I have the same problem others have reported with their Nintex University logins.  Can you please fix mine as well.Thanks

 Hello Process Manager users! The Customer Enablement team is thrilled to announce the release of brand-new How-To content that now features our latest AI-powered capabilities! These updates are designed to enhance your learning journey and help you get the most out of Process Manager. Whether you’re exploring features for the first time or brushing up on best practices, we’ve got you covered. Check out what’s new and stay ahead with content that’s always evolving—just like our platform. Nintex How-To Center New How-To Video Process Capture Overview: Welcome to this video on how to use Process Capture—the AI-powered feature that revolutionizes process documentation. With Process Capture, you can qui

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Hello, I am using Nintex Automation, and I noticed that there is no export button available for exporting a workflow. Is this feature unavailable in my version or platform, or is there an alternative way to export workflows? If not, how can I save my workflow locally? Thanks 

I am running into a problem where I cant log into Nintex university. it takes my credentials with no error then goes to a blank screen that just says working and the URL shows https://myauth.nintex.com/samlp/ has anyone else found a solution to this? I have seen some other users get the same error but have not found a solution

Big news for Salesforce and Nintex DocGen users! If you’re looking for a way to seamlessly generate documents using Agentforce, we’ve got you covered. Our latest step-by-step guide walks you through everything you need to know.🔥 What’s Inside?✅ End-User Guide – Learn how to generate contracts, proposals, and more using simple chat commands in Agentforce.✅ Admin Setup – Follow our streamlined instructions to configure Agentforce for DocGen in minutes.✅ Troubleshooting & FAQs – Get quick fixes for common setup issues. 🎥 Watch & LearnWe’ve even included video tutorials to make setup a breeze! 🚀🔗 Check out the full guide here: 

I’m experiencing an issue similar to previous users who have attempted to access Nintex University. After logging in and then clicking onto a Nintex University link, the tab gets stuck on ‘Working’.By the looks of it, previous issues were fixed through a private message from Nintex, so I’m reaching out for further help on this matter. 

In this month’s user spotlight blog, we’re talking to Mark du Toit, a Solutions Engineer here at Nintex. What is your current role and some career background?Solution Engineer, 3yrs, and I have played various roles within the Enterprise Content Management and Business Process Management fields, including (but not limited to), Principal Consultant, Solution Designer, Solution Engineer, Domain Architect, etc.Which Nintex Product are you most passionate about and why?Process Manager and Nintex Workflow, because I get to define processes and get customer buy-in using Process Manager, and then automate those workflows using Nintex Workflow… to see them come to life!What do you enjoy most about answering Community questions? I like the sense of community and supporting fellow process aficionados, it’s never great struggling on your own, and knowing that you

The Nintex Workflow workflow designer makes it easy to create workflows. Actions can be dragged and dropped from the toolbox, which also has a search bar for finding the action you need.Commonly used actions have been put at our fingertips to make things easier.Click the plus icon in the designer, and a context menu appears with five frequently used actions, such as Send an email and Set a variable value.If our favorite action does not appear, there is also a search bar to help find it.Click the action to add it to the workflow. 

Use caseNintex Workflow has SharePoint start events for new and updated items, but workflows must be manually triggered in some scenarios. A Nintex Workflow can be created that accepts an item ID so it knows which item to operate on, but wouldn’t it be much easier to pass data and start a workflow on an item with just one click? SolutionWe begin by creating a new workflow with a form start event in Nintex Workflow.To pass the ID of the SharePoint item to the start form, we take advantage of the getQueryStringParameter function.We create a form variable and add a getQueryStringParameter function with a text parameter of “ID”getQueryStringParameter("ID") 

I'm encountering an issue where I can't access the welcome screen after successfully logging into Nintex University. The tab keep saying Working….but i am not going to anywhere.Can anybody help with the issue? Thanks

The Customer Enablement team is thrilled to announce the release of a new learning path available on Nintex University, which teaches the basics of Nintex Apps for Salesforce! 😎Whether you already have experience building in Nintex Apps or are just starting your building journey, this learning path will help you gain confidence and develop your skills! Begin today to discover how you can unlock the next level of UX flexibility and design independence using Nintex Apps for Salesforce!Learn the basics of Nintex Apps for Salesforce today! 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 fe

Have you ever wanted to make the options displayed in a radio button control (single choice control) dynamic?  For example, we have a menu that changes daily across all three meal types (breakfast, lunch and dinner).  Here’s an example shown in a SharePoint list for today’s menu: In the past, if you wanted to present these dynamically, you’d have to create 3 choice controls (one each for breakfast, lunch and dinner) and hide the ones that weren’t needed via a rule.  Then when the user has made their selection, you also have to know to retrieve the value from the meal type that was selected.  All off this is pretty straightforward but at Nintex, we’re not satisfied with straightfoward - we want it to be fast and easy. So you might have seen @SimonMuntz’s recent post on

Hello Guys, I have a little problem, when i want to save my forms as a pdf the pdf is not showing the same result as the runtime, please if anyone can suggest a solution. thank you 

We’re excited to announce a new course on Nintex University that teaches you how to create custom plugins for your Nintex Workflow forms 🎉Whether you're an experienced developer or just starting your development journey, this course will guide you through building, deploying, and securing plugins that enhance your form functionality. Learn best practices, explore a real-world example, and gain the skills to extend Nintex solutions confidently.Get started today and take your automation skills to the next level!Create custom form controls with pluginsWhile you are there, check out our other developer courses that have been recently published.Enhance Ninte

We’re excited to announce a new course on Nintex University that teaches you how to create custom plugins for your Nintex Workflow forms 🎉Whether you're an experienced developer or just starting your development journey, this course will guide you through building, deploying, and securing plugins that enhance your forms functionality. Learn best practices, explore a real-world example, and gain the skills to extend Nintex solutions confidently.Get started today and take your automation skills to the next level!Create custom form controls with plugins. 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 process management, automation, and app dev capabilities across the Nintex Automation Platform. These enhancements help organizations cut time, costs, and inefficiency and transform employee and customer experiences.Newly available capabilities include:Process capture: Easily identify and document business processes with AI AI forms generator: Use interactive AI assistants to rapidly create digital forms AI workflow generator: Utilize generative AI to build simple workflows automatically Agentforce connector: Leverage AI agents in Salesforce to generate documents in seconds App development: Rapidly develop apps that connect to workflows to accelerate digital transformation, powered by a new, modern, no-code page designer experience K2 5.8 release: Take advantage of strengthe

I was recently approached by a customer asking if there was a way to add an image into the email body of an NWC email. While the rich text controls let you do a certain amount of formatting (like lists and bullet points, or heading fonts), sometimes you just want to have more control over what goes into the email body. The solution here does require a little bit of light HTML, but it's honestly so simple, you can definitely get it set up even without any HTML or programming experience. The trick is, to set a text variable with the HTML tag for an image. Here's the code I used in my sample: <img src="https://gallery.nintex.com/assets/images/Community_Logo.png"/> You are going to need to find a place to host the image. If it's a company logo, you might not have to look any further than your own company's website. Just be sure to copy the image URL. The action you're going to need to use is "Set a Variable Value