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Products: Nintex Workflow 2013, Nintex Workflow 2010 A request came in a few days ago for a way to programmatically toggle Nintex Features for all Site CollectionsSites that utilize Nintex Workflow in a given Web Application This PowerShell script will disable and then re-enable all Nintex Features in the WebApplication (as long as they were previously enabled). PowerShell Script Add-PSSnapin Microsoft.SharePoint.PowerShell -ErrorAction SilentlyContinue $NWSiteFeature = '0561d315-d5db-4736-929e-26da142812c5' $NWWebFeature = '9bf7bf98-5660-498a-9399-bc656a61ed5d' foreach($feature in $(Get-SPWebApplication -Identity http://contoso.com).QueryFeatures([Guid]$NWSiteFeature)){ Write-Host "Processing $($feature.Parent.Url)" Disable-SPFeature -Url $feature.Parent.Url -Identity $NWSiteFeature -Confirm:$false Enable-SPFeature -Url $feature.Parent.Url -Identity $NWSiteFeature foreach ($webFeature in $feature.Parent.QueryFeatures([Guid]$NWWebF
Some users that use the International version of Nintex forms, use to show the designed form on the Nintex Form Web Part. On those cases when a user saves a form, they see the following message: "Item added succesfully" , that is not a message in their language. Here is a workaround so as to change that message: Add the next sentece on the Form settings, custom Javascript section. NWF$("span:contains('Item added successfully')").html('Vare tilføjet med succes');
So… virtual show of hands, who here knows what the Connection Manager is? If you do, well done! What is it?The Connection Manager is a simple way to manage connections to external providers through the Workflow Designer. The current providers we have available are:DocuSign Microsoft Dynamics CRM Salesforce Where is it found? In the Nintex Live Section of the Workflow Designer Ribbon (Nintex Workflow 2013 / Nintex Workflow 2010), you will see an icon for the Connection Manager.Why is this GOOD? Back in the day (prior to the Connection Manager), a user had to enter the account used each time they wanted to fire off an action that required some sort of authentication. (GROSS!) With Connection Manager, you can store the credentials to be used for those External Provider actions (DocuSign, CRM, Salesforce). (HOORAY!) Even Better… (this is important) When setting the Connections up, you can scope it two ways:User: Limits availability of this connection to the current user account. Site: Does
This post applies to Sharepoint 2013 on Premise and Nintex Forms. I have not tested it on another versions, but I think it‘d happen the same.Currently you can use a formula on the “Calculated Value” control available on Nintex Forms.There is a particular behavior when you compare two columns of type person. The case that works as expected I have 2 columns of type Person named PrimaryOwner and SecondaryOwner.Both of them are equally configured. Sharepoint List ConfigurationNintex Form ConfigurationAnd then I use the control named “Calculated Value” that has a formula on a Nintex form comparing those 2 fields. The result Then I added an item on the Sharepoint List setting those 2 columns with the same user.With those values the result of the calculated value is true.So far, so good. The case that doesn’t works as expected I have the same 2 columns of type Person named PrimaryOwner and SecondaryOwner.Both of them are NOT equally configured. The difference is that I changed the property
Products: Nintex Workflow 2013, Nintex Workflow 2010This week a request came in for a way to activate Web Applications via PowerShell, below you will find a script that does exactly that. Each section of the Web Application sequence is segmented off into separate functions which are wrapped in try/catch blocks for ease of troubleshooting.PowerShell ScriptAdd-PSSnapin Microsoft.SharePoint.PowerShell -ErrorAction SilentlyContinue[void][System.Reflection.Assembly]::LoadWithPartialName("Microsoft.SharePoint")[void][System.Reflection.Assembly]::LoadWithPartialName("Nintex.Workflow")[void][System.Reflection.Assembly]::LoadWithPartialName("Nintex.Workflow.Administration") $ErrorOccurred = $false function Activate-WebApplications(){$Host.UI.WriteLine('Activating Web Applications.')foreach ($WebApplication in [Microsoft.SharePoint.Administration.SPWebService]::ContentService.WebApplications){ if ($WebApplication.IsAdministrationWebApplication -ne $true){ Install-AuthorisedWorkflowTypes($WebAppl
Wouldn't it be cool if you could dynamically have an image appear depending on the country the end user is viewing the form? I thought so, so I created this cool sample form to show what can be achieved with a little JavaScript and CSS in Nintex Forms. For this example, let's imagine that we have an office in the United States and an office in Australia (oddly enough, Nintex does!). When viewed in the United States: When viewed in Australia: To accomplish this, I used a free geoip service and stored the output of the 'country' data to a variable. The variable would then be used to determine the appropriate CSS class to apply to the label control used to populate the image. The label control has HTML embedded to apply a ID and Class. The below JavaScript can be placed in the 'Custom JavaScript' section in Nintex Forms Settings: NWF$(document).ready(function () { NWF$.getJSON("http://freegeoip.net/json/", function (data) { var country = data.country_name; var ip = da
You know that looping can be an important part of any workflow. Getting data from a SharePoint list, web service or database needs to be parsed so you can use it in your business process. Nintex Workflow for Office 365 has had looping actions in it since its inception. But as we always do, we strive to make things easier for everyone. This time, we have the For Each action. There are many reasons for how awesome this action is, but I will focus on a few of them. 1. Simple iteration through each value in a dictionary of data2. You can stop the iteration once a condition is met3. No chance of an infinite loop Note: See also “Stepping through a dictionary variable” in the help. Iterating through Data One easy way to get data iterate through, is to query a list. In this example, I created a list called Countries. The result of the query will go into a Dictionary variable, called dictCountries. Notice in the above image that we have a few requirements. The Target Dictionary is the va
Disclaimer upfront, this is not an official Nintex solution and we can't take any liability when using the provided solution parts. Also, we obviously don't provide any support for it and you use it at your own risk The solution was built using SharePoint 2013, Nintex Workflow 2013 and Nintex Forms 2013. Setting the sceneEvery company has people that regularly travel. Normally there is some kind of travel request approval process involved and a submission of expenses after the trip. The aim for the solution was to provide 2 independent solutions that still allow for interaction between them. Namely converting an existing travel request into a draft expense report to minimise work required by the person who is travelling. There is 2 parts to the solution. First, we have the travel request, where an employee can go and fill in a form, it then goes through the appropriate approval channels. Secondly we have the travel and general expense approval where an employee can create an expense r
In the April '15 update to Nintex Workflow for Office 365, the Regular Expression was made available. As a techie, I was super excited about this as I tend to use regular expressions a lot, whether I was building on-premise workflows or I was writing code. The Regular Expression action brings you 4 pieces of important functionality. So in effect, it's 4 actions in 1. Here are the 4 operations.ReplaceMatchSplitExtract Different business processes will require different regular expression operations. Replace When you have string of text, and there is a part or maybe multiple parts that you want to replace with something else, this is the perfect way to do it. Once great example, is if you have some email body template that you store in a List or Library that your workflow will be using to send out an email. The template can have some tokens in it, that you can then use the Regular Expression action, to dynamically replaces those tokens at runtime, with real values. We'll start off w
Welcoming Switch to the O365 action family. Another logic action has been added with the latest release of Nintex Workflow for O365. The Switch action. I am sure many of you have used it on-prem in the past, but for those who are new to the Switch action, let me explain what it is and why you should use it. What is it?The Switch value is a logic action that allows you to evaluate the value of a workflow variable and perform business logic that is specific to the value of the variable. It looks like a Parallel Block action but only one branch will be processed, rather than all of them. What is it good for?So, why would you use the Switch Action, you ask? You can already evaluate workflow variables and item properties with other actions like the Conditional Branch action. Well, let me give you three good reasons why to use the Switch action. Flatten your workflow designSometimes, when you evaluate a workflow variable, you might get more than 2 outcomes. Using the Conditional Branch acti
Other than sounding a little like a Beatles song title..There is a certain seriousness about this blog post.. THE BUILD STRING ACTION IS COMING TO A CLOUD NEAR YOU... The last time I was this excited, was when I first got SENDMAIL to work on UNIX using noting but VI . (I've included links for those who want to reminisce about the days before plug and play. ) So, as I was saying - the Build String Action is an old horse in the new Nintex O365 stable along with a heap of other great actions this month. Why the stable analogy? Well I believe the Build String is the dark horse, the grey man, that person you know that never looks for glory or fame, the type of action you need when you're feeling down. The one action that you can depend on when things gets rough, etc. Now for all you on-prem lovers, you know what I'm talking about. The build string action probably features more than once in 98% of your workflows. Well now the O365 lovers have it too. No longer will your data be unloved.. U
This post, is about taking repeating section data and moving it along through various task actions in a workflow. There is a very simply way to put repeating section data that was filled in, in one task form and moving it to another, allowing another user to edit/delete/add to the repeating section. The first step is to create a Multiple Lines of Text variable.This variable will be used to store the Repeating Section data.Next, we need to add an Assign a Flexi Task action to our workflow, and configure the task form, using Nintex Forms.You'll be presented with the Nintex Forms designer page for the task form. You'll need to add a Repeating Section to the form, and insert the fields that you want to appear in it.Before you save the form, double-click on the Repeating Section to bring up the settings and in the Connected To property, click on the drop down and you'll see your Nintex Workflow variable. Select it.You can now save and close the form and also save the Flexi Task action. F
When a workflow errors it’s important to quickly get all the information you need to address that error as soon as possible. This may include data about the workflow, your Nintex and SharePoint configuration, and, in some cases, the Unified Logging Service (ULS) logs.With this in mind, I’d like to introduce Support Console. Support Console is available in the latest release of Nintex Workflow 2010 and 2013, and it’s designed to make it not only easier for you to see when workflows have errored, but quickly and consistently pull together the required information you need to resolve the error. Support Console, accessed via Central Administration in Nintex Workflow, provides you with a single view across workflow errors in your farm and a simple alert that lets you see at a glance how many errors have occurred in the farm in the past 24 hours. As you can see, there is now a single central view of all workflow errors, showing the workflow name, location, workflow initiator and when the err
Hello there. If you're reading this post, I hope that you had the opportunity to read Part 1: Work Flow Purpose. and Part 2: WWYSYDH. In part two of this series, I introduced the concepts of using the right actions to get the right results. At the end of it I promised to go even deeper and provide an example Training Calendar solution for you with a list and workflow incorporating what I've been covering in this series. Well, I did it. I built it all out, typed this long blog, included screenshots and even remembered to attach the files. I will say this post is rather lengthy, but no solution is good without documentation and I wanted to explain each step so you would learn as you went along. If you’re as excited as I am…let’s get going! Part 3: Meet Mr. Wilson.Scenario: I had a customer, whom I will call Wilson. Wilson called me one day with an issue using his workflows. He had been working on a calendar list for training and was wanting to make it automate notifications wh
Products: Nintex Workflow 2010 Several requests have come through for locating workflows in an environment where an action is used that could potentially have hard coded credentials present. Typically users are encouraged to use Workflow Constants instead of hard coding credentials into a workflow however, sometimes a few workflows slip by. This can make for a tough time when it comes time to migrate to claims. This migration preparation tool can assist with locating these workflows so that stakeholders can update their workflows to utilize Workflow Constants which are much easier to migrate. FeaturesQuickly and easily locate workflows using actions known to use credentials. Provides meta data for each workflow (if available) so users can go directly to the workflow and update it. Requires no configuration to run. Planned FeaturesA port for SharePoint 2013/Nintex Workflow 2013 if there is any interest. Screen Shots
Introduction Going on with the series of "Adding functions to Nintex Workflows with XLST transformations", here is the Part 2 showing a sample with some new calculations using XLST. You can see the Part 1 here >>> Adding functions to Nintex Workflows with XLST transformations - Sample 1 (SUM) I 'll write about all xlst formulas that can be used in Nintex Workflow and currently are not available as inline functions. Those different formulas will be updated on a common document with all formulas and samples. More samples Now we'll see the following formulas: COUNT FLOOR CEILING ROUND AVG WorkflowSo let's start configuring the action named "Query XML" On the XML I use <?xml version='1.0'?> <root> <expenditure>1000</expenditure> <expenditure>3000</expenditure> <expenditure>2000</expenditure> </root> On the XSLT I use the following template <?xml version='1.0'?> <xsl:stylesheet version="1
In Making “Work Flow” Matter Part 1, I discussed purpose and the benefits of setting a clear vision for your workflow. Without a purpose, your workflow can end up being nothing more than a resource constraint on the platform, and no one wants to build that. To honor my commitment to dig deeper with each part of this series, I offer you the below meme for some light humor. The next part of the series I will simply title “Mr. Action, WWYSYDH? (pronounced Whissidh)”. Interested? Keep reading… Part 2: Mr. Action, what would you say you do here?When it comes to workflows, do you know what your workflow actions are actually doing? This goes beyond the purpose, the logic and the idea or the workflow. What actions are you using, and are they impacting the object and platform in the correct manner? I touched on this some in part 1 so let’s go deeper. If you have ever built a complex workflow, you would have at some point experienced that workflow failed to run, or an error message while
There are times that you need to change your Nintex Mobile App to a different site, or use a different account. Especially when you are testing. Look at the document Nintex Mobile Apps Product Guide I found some direction about my account and login that I will copy here. When you sign in to Nintex Mobile apps, your credentials are remembered by the app and will automatically sign you in the next time you launch the app. You can sign in to Nintex Mobile apps on different devices and on different platforms. For instance, you can use the Nintex Mobile app on your Windows 8 laptop as well as on your iPhone at the same time, using the same user account.The Nintex Mobile app supports “roaming” of your data from one device to another one for synced items, i.e. forms which have been submitted to the SharePoint server. Items stored locally to the device, specifically in the Drafts and Outbox folders, are not visible across devices. If you are sharing the mobile device you use for executing
Introduction Some days ago I saw an answer on Nintex Community ( Re: Workflow Number Formatting ) about how to solve number formattingOne of the replies from Manfred Lauer was about solving it with XSLT using the "Query XML" action. That reply inspired me to start writing about all xlst formulas that can be used in Nintex Workflow and currently are not available as inline functions. I will write some different post with differents formulas and will update a common document with all formulas and samples. First sampleThe first sample is for calculating the Sum of some values WorkflowSo let's start configuring the action named "Query XML" I left the result on the workflow history, where magically we can see the calculated result
Now, it is a widely known fact that most people around the world dislike Vegemite.Except of course if you're Australian... We can’t get enough of the black sticky left over bits of the beer brewing process.Well I can safely say that this month I have something that everyone one will like digesting... With the releases notes out, this month’s O365 action drop adds the long awaited Site Collection provisioning actions. For those still thinking about Vegemite;Time to get your mind out of the pantry and focus on these two actions for a minute or two and pop yourself into the shoes of the PMO team or SharePoint Online admin.Adoption of SharePoint Online has been fantastic within the business - so much so, creating new sites and site collections has become a bit of a chore and bottleneck and the request are starting to bank up.Enter the self-service function for the PMO to create new Program Management Site Collections as a method to secure their project sites with their own Program Site Col
Products: Nintex Workflow 2013, Nintex Workflow 2010 A request came in for how to dynamically update a content type via Nintex Workflow. The person wanted to update a content type field based on the values of items in a list. Below you will find a PowerShell script that can be used with NTX PowerShell action: NTX PowerShell Action - Initial Beta Release PowerShell Script Add-PSSnapin microsoft.sharepoint.powershell -ErrorAction SilentlyContinue $_web = Get-SPWeb http://contoso.com $_field = $_web.Fields | where {$_.Title -match 'TitleOfTargetField'} $_ct = $_web.ContentTypes | where {$_.Name -match 'NameOfTargetContentType'} $_field.Choices.Clear() foreach ($item in $_web.Lists['TitleOfSourcelist'].Items){ $_field.Choices.Add($item.Title) } $_field.Update() foreach ($usage in [Microsoft.SharePoint.SPContentTypeUsage]::GetUsages($_ct)){ $list = $web.GetList("$($web.Url)$($usage.Url)") if($usage.I
There are times when you need to build a workflow that goes up the management chain, assigning tasks. With the Query User Profile action in Office 365, you can now start building that logic into your workflow. Workflow Design How It Works I started off this workflow with initializing some variables. The first one will be used in the condition for the loop and the second, simply stores the current initiators email address in a variable because we can reuse that through the loop. The only reason I'm using a State Machine in this workflow, is so that it's easier for me to take a screenshot of it and also to break up some of the workflow logic. It's the right branch that does most of the workflow. We are looking at going up the management chain, use data from the User Profile service. The Loop action is what allows us to keep querying the user profile and it does this, based on the value of a yes/no (boolean) variable called boolContinue. If it's set to "yes", which we did in the Ini
Why this article?Because the Related Item column is not yet available in the Nintex Form in O365. This article is a follow-up to Delegation in O365In my workflow, I really want to display the link to the document that needs approval in the task.So, I decide to validate the Delegated action by checking if DelegatedTo is empty of not in the SharePoint Form.In SharePoint 2013, the EditForm.aspx contains a Javascript validation function called PreSaveItem().The trick here is to use this name to execute your own code. Note that the PreSaveItem() function of SharePoint will still run. I need to validate only if the Content Type is Workflow Approve. But this field is not displayed if there is only one Content Type.That is why I am also testing the empty value in the following lineif (strContentType == "Workflow Approve" || strContentType === '') In my case, I have choosed to use the Person or Group column type.In SharePoint, you cannot test a Person or Group column like a Single text column.W
