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Since some months ago we have this feature Task Escalation comes to Office 365 and is the way you can configure it for delegations. This is an extract of that post. There's a new section called "Escalate and auto-complete options".The default behavior, as you can see above, is "Do nothing".  Which really means, if someone is slacking off and not responding to a task, your business process is on hold. The other options are :Escalate to person or group Auto-complete the task Escalate to person or group You can specify when a task is going to be escalated.  But you don't have to have a static value.  Most likely, you'll be using an item field or a variable.  Probably a DateTime variable.  That opens up the usage here dramatically.  Not only can you specify when to escalate, but you can also add business or calendar days.  That's impressive and again, make this functionality so much more powerful. Don't forget about the option to information the original participants.  You'll have the opti

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We have a Formin which we would like to have form validation enabled forFirst Name, Last Name and Department/School Manager as seen in the picture below. I have setup Validation Rule NotEmptyWhen isNullOrEmpty({Self}) for all the controls I'm interested in validatin.So far so good,What happens in the next screen is that there is a button, which on click takes the users to another screen to select a bunch of systems. A simple script onclicent click does the trick. But, for some reason, VALIDATION is NOT applied.  goStep(3) sweetly takes the form to the next form for system's to select. When the user click FINISH immaterial of the value of text fields, the item gets submitted. Bad, form, bad person, bad swetha.I am sure its an easy fix, but am stumped. So i was hoping you gurus can help me resolve this issue.I was pretty sure I posted this qsuegtion somewhere, but can't seem to find it for the life of me(been that kinda day),so posting it again.Attached is the Nintex form exported xml f

  Introducing the Nintex Store Nintex Workflow for Office 365 provides a huge range of actions you can use to build workflows to automate your business processes, taking your productivity in Office 365 to a whole new level. With Nintex Workflow, it's introduced the Nintex Store, a one stop shop for all your action needs. The Nintex Store contains a range of actions you can leverage in your workflows; including actions to integrate all the applications and systems that are relevant to your business. You can now easily add actions to the workflow designer that connect to a specific system or to a particular service provider. The store also contains a powerful search capability allowing you to find actions quickly and easily. Nintex is constantly adding new actions to the Nintex Store, allowing you to extend Office 365 in ways you had only imagined before.     Using the Nintex Store Step 1The Nintex Store can be accessed straight from the Nintex Designer Ribbon. Click on the Store button

Nintex was present on an event in Chile. Sharepoint Chile 2015Luis Bardin​ presented  "The Cost Of Not Investing In BPA" The Eighth Latin American Symposium on SharePoint and Other Microsoft Technologies is the largest multidisciplinary event in the region , where the most prominent experts and business executives met to talk about SharePoint , Project Server, Office 365, Microsoft Azure and Yammer , among other technologies. It was an opportunity to learn more , share and search for the best technological solutions in a pleasant atmosphere and thought of every detail for assistants. 

This is a continuation post in the Dictionary series.  The previous post was on creating, reading and manipulating a Dictionary variable manually - Dictionary Part 1 - Manually Creating a Dictionary   This post will be about querying data from some XML, storing the results into a Dictionary variable and how to iterate through each result. There are a number of reason why you would have XML.  The main one is the result from a Web Service call.  There's also the chance that you are getting XML data from another LOB system or an XML files in a SharePoint Document Library.  All good reasons for XML data and also for a Workflow to be able to get at that data and pull out what it needs. Querying XML Data We start off with the following XML : <?xml version="1.0" encoding="utf-16"?><MetaDataCollection  xmlns:xsd="http://www.w3.org/2001/XMLSchema"  xmlns:xsi="http://www.w3.org/2001/XMLSchema-instance">    <MetaData>        <Key>ID</Key>        <Counter>1</

The feature to edit the task forms from the workflow designer in Office 365 came with the July updates for Nintex Forms.​​For me one of the best features that came with this is the ability to include fields from the related item in the task form. However you may  receive an error when you try to publish the workflow.Error similar like the one below:Error publishing workflow. Workflow XAML failed validation due to the following errors: Activity 'DynamicActivity' has 54 arguments, which exceeds the maximum number of arguments per activity (50). HTTP headers received from the server - ActivityId: 2d403179-534a-44ab-8ecc-cd1bd18271ed. NodeId: . Scope: . Client ActivityId : 18ef3f9d-a0e8-2000-213e-a3414321b7c2. The remote server returned an error: (400) Bad Request. This error is explained in flowing post Workflow XAML failed validation due to the following errors: Activity 'DynamicActivity' has ## arguments . The issue is that for each task form that you edit two additional variables will

Hi,Just like to share my experience with Nintex Forms rules and comparison of the 'Current User' common context data against person columns. What I was trying to do was to hide an 'acknowledgement' button (just a standard button which is connected to a field to record a value on the form submit.The form I have a leave request form and there is a person column called 'Requested For'.After the form is lodged it sent to their manager for acknowledgement. (This is not a workflow task just a list form item)The Acknowledgement button needs to be hidden from the user who it is requested for. I tried to create a rule of current user==Requested For (from item properties)However this did not work.What happens is that the current user return the claims windows username identity.Whereas the Item Properties person column returns the Display name of the user. I next tried a hidden calculated value control to do a user profile lookup of the current user and return their display name (PreferredName)Ho

Nintex Forms Enterprise Edition This tutorial walks through steps to retrieve country and city data from a SQL Server database and filter the returned city data based on the selected country.Figure: Example of a form listing cities for the selected country; if another country is selected, the list of cities is updated. Prerequisites:Database table "Cities" containing two columns: Country and City Example: Secure Store target application ID for credentials to the SQL Server database For more information on Secure Store, see the Microsoft article Configure the Secure Store Service in SharePoint 2013. List columns for binding the value and display fields for each instance of the SQL Request control (optional) Steps:Add the SQL Request form control for "Country" and apply the following configuration. Field Value Notes Name Country   Display format Drop down list   Query type SQL   Query SELECT [Country] FROM [CrestanDemoData].[dbo].[Countries]

Nintex Forms Enterprise Edition  This tutorial walks through steps to display current wind direction for the city selected on the form. The tutorial uses the Web Request form control from Nintex Forms Enterprise Edition to send a GET request to the Yahoo weather API (anonymous authentication), filtering based on the city selected on the form (ChoiceField). Figure: Example of a form displaying wind direction for London; if another city is selected, the wind direction is updated for that city.  Prerequisites:List column WindDirectionID for binding the XPath value field List column WindDirectionText for binding the XPath display field Choice control “ChoiceField” with valid values for cities referenced by the API (example follows) Casablanca London Melbourne Paris  Once you have the above prerequisites, add the Web Request form control to the form and apply the following configuration. Publish the form and you're done!Note: Red text indicates inserted references.  Field Value

Products: Nintex Workflow 2013 version 3.1.5.10 or later Nintex Workflow 2010 version 2.4.5.10 or later SymptomThe following message appears when installation is complete for Nintex Workflow. Found Server(s) with ‘Web Front End’ Server Role:[server-name]Manual deployment of [version-name] solution on each listed WFE server is required. where: [server-name] is a server detected to have the Web Front End server role[version-name] is the version-specific solution: either NintexWorkflow2013WfeCore.wsp or NintexWorkflow2010WfeCore.wsp CauseThe installer could not deploy the solution to the indicated WFE servers.  ResolutionManually deploy the version-specific solution on each WFE server using the PowerShell script InstallWfeCoreLocal.ps1. Instructions follow. Record the names of the WFE servers indicated in the installer message. Note: You can rerun the installer to view the message again. Export the solutions from the installer by rerunning the installer and selecting the export option.

Sawat Dii Khrap (male: Hello / Goodbye in Thai, Female: Sawat Dii Ka) One of the forgotten and misunderstood SharePoint controls that often gets a bad wrap in the community is the Hyperlink control.I understand the control, but what is it used for?, How do you use it in workflow?, How can you programmatically set the value/s?, and the list goes on. I've been  pondering on this very thing for the last couple of weeks since taking on this very blog post, and in the last 8 years of working with Sharepoint, I can probably count on 2 hands the amount of times I've needed to use the Hyperlink control..  But !!! This is not to say we don't love it here at Nintex and thus we invite you to feast your eyes on the newest supported control.. The Hyperlink  Getting on with the Story.....First of all, let me paint the picture.. I've just started up a new Thai Restaurant called "Ain't nobody got Thai for that.."  As part of my market research I have hired a heap of college kids at $10 an hour to go a

Building Nintex Mobile Apps Building Nintex Mobile Apps Thursday, October 22, 2015 | 1:30-2:00 pm ET In this session we will demonstrate the value of building mobile apps utilizing Nintex Forms and Workflow. Over the 30 minute span of this webinar, we will build a live, interactive mobile app. Webinar participants will have an opportunity to access the app live and provide input. As a bonus, 2 participants that provide input will be selected at random to win a $25 Amazon Gift Card!​  Presenter: Terry Simpson, Solution Architect

Show a form directly in the body in outlook mail. One of out customers have a WF with a form – when theperson have filled out the form and submit in the process to the next person. Hereceived in outlook.Then wanted that the form are showen directly in themail and not as a link.How can they do that?

How to break a workflow - Breaking Bad with Nintex Workflows  Sometimes a customer asks for help telling that the workflow "suddenly" is not working, and on a couple of cases I realized that some user made a change on the list/library or another stuff that affected the workflow. Some basics to review are the following: A column was deleted A column was changed The list was deleted Group Name changed Case 1A column was deleted When a column is deleted from the SharePoint list/library, it happens different things depending on where you were using that field.  In some cases the workflow ends with an error, on other cases you just view missing informationLet's see 2 samples:The deleted column was used on a "Send Notification" action The deleted column was used on a "Update Item" action   Send NotificationOn a workflow sample when I used a column to be shown on an email, the workflow goes on and I just see some missing information on my email where I should see the information of the column

Its continuing mission: to explore strange new scenarios, to seek out new forms and new tasks, to boldly go where no app has gone before. Captain's log: Well it is here, a great new piece of functionality to join the Nintex Mobile Enterprise capability. Pushing on from Brad Orluk​'s post a few months back around branding Nintex Mobile Enterprise Building custom-branded apps is easy with NME this new functionality takes it again to the next level.  Looking at the screen of the Nintex Mobile Enterprise builder. The Form and Task filters are 2 new categories that have been added. What this allows, is the ability to choose which forms and tasks that are shown within the app. Below we have an Nintex Mobile that can be pushed out to a segment of users, who may have permissions to a whole lot of stuff on SharePoint or Office 365 but in the mobile you just want to restrict it to the 2 most important things for their daily functions.  Once I have gone through this I can build it out for deplo

Now that you have read through my previous post, Intro to Nintex Mobile Enterprise (NME), it's time to quickly and easily build our first app.  In this post I cover (step by step) the process of accessing the Nintex Mobile Enterprise (NME) website and building your first custom app.  For first time users this information will be helpful, but I think that our development and UX teams have done such a great job on making the NME site intuitive and easy to use, you can probably do it blind folded! Setup In this exercise I am building an app for my fictional company called Brad Co. I have also created a fictitious logo (special thanks to LogoTypeMaker.com!), as seen below, for use inside of the app.  Additionally, I have configured several SharePoint user accounts to use Microsoft ID's and Nintex Live to allow my mobile users to access their forms and tasks outside of the corporate firewall.                Brad Co corporate logo  I have created several different versions of this logo for u

You can create Workflow Support Packages so as to get information about some trouble you have had on a workflow instance to analyze it or to be sent to Ask Support when you create a ticket with some issue. You can find that option on Sharepoint Central Administration on the "Nintex Workflow Management" section. There, you 'll find the option "Nintex Workflow support Console".You can use this page to monitor workflow errors on this server farm and create support packages for troubleshooting.On that page you will see a list of workflow instances with error with a link that says "Create Workflow Support Package" So you can click there and then you will see that a .zip file is created and ready to be downloaded containing the following files:    Here below is an extract from the Nintex Help File.  Support packagesSupport packages are used to collect key diagnostic information about Nintex products and their configuration for troubleshooting purposes.Note: Support package information may in

Suppose there is a single valued list look up component that provide the information of a user role depending on user login name. Now if we want to display this role from that list look during document.load function we will found it empty. Since the value of list look up component gets populated after sometime of document.load function, it shows blank. The situation to overcome this is to set a timer function in document.load so that the list look up get a chance to get populated. After getting that role we can easily disable/enable the fields of the form using JQuery. So we can have multiple view of a same item for different role based user. This could be a substitute of a single value look up in Office 365 that is yet to implement.

The new entry page to Nintex Workflow O365 brings with it a number of new features to help you get access to your workflows easily. Modify workflows immediatelyYou can now easily access all workflows relating to the site or list you navigated from. The workflows that relate to the list or site you entered the Nintex Workflow for Office 365 app are immediately displayed.Delete a workflow you no longer requireYou can delete any workflow from the table of workflows that exist within your list or site. Just be careful when you delete!Create new workflowYou can create a new site or list workflow for the corresponding site or list you navigated from. NavigationInformationSubscription overview Status AboutCommunity – directly access the community site to help with any queries you may have.Feedback – offer your feedback to us regarding Nintex Workflow for Office 365Help – access our help file for Nintex Workflow Office 365. New navigational barYou can now directly identify and navigate to the

I recently had a request to get the AD user accounts expiring in 30 days from today's date, using Nintex Workflow. The Background:An AD timestamp (AKA LDAP time, WinTime or FileTime) is the number of 100-nanoseconds since the year 01/01/1601 @ 00:00. There's a number of online tools that help us calculating this. For example, To get the number of 100-nanoseconds between the years 01/01/1601 @ 00:00 and 01/01/2016 @ 00:00,                      we can use silisoftware online free tool                    So, 130960980000000000 is the number of 100-nanoseconds between 01/01/1601 @ 00:00 and 01/01/2016 @ 00:00, and it's also the AD timestamp for 01/01/2016 @ 00:00  To verify this, we can use  EpochConverter online free tool, to get the date/time equivalent to the AD time stamp: 130960980000000000 The Challenges:Convert date/time format to AD timestamp. Convert the AD timestamp produced from the calculations, to a text readable by AD. The Solution:To convert date/time format to AD timestamp:

I used Nintex Workflow for several years and always guessed how I could see my favorite actions on the section named "Commonly used"  I always saw those friendly actions; "Assign Flexi task" and "Send notification", although I built tons of workflows with different actions. I kept asking: What 'd be the mysterious algorithm that Nintex uses to determine my action as "Commonly used".Is it a magic number?. Yes, it isAfter asking it on the Nintex Community, Emily told us that the magic number is 7.And I said to myself, "I used my favorite action more than 7 times". For example I remember I have a lot of "Change State" actions on my workflows.The trick is that you must drag & drop 7 times your action on your workflow design to see it on the "Commonly used" Category.It will not be considered as favorite, for example if you Copy/Paste it 7 times. Let's assume that your favorite action is "Calculate Date". Drag & Drop it 7 times on your workflow design     Then Save the workflow.Close

An exciting new feature is now available in Nintex Workflow for Office 365.  A Collection Variable!!! Now although Nintex Workflow for Office 365 has a Dictionary variable and it is extremely powerful, a Collection variable makes things easier.  Remember - "Workflow for Everyone"!!. If you want to learn about the dictionary, take a look at these 3 posts:Dictionary Part 1 - Manually Creating a DictionaryDictionary Part 2 - Query XML results into a DictionaryDictionary Part 3 - Call Web Service result into a Dictionary That is what you see when you go to create a new variable.  Existing on-premise Nintex customers will most likely be aware of the Collection variable and being able to use it in workflows. From a workflow designer standpoint, I've been using Collections in workflows for a long time and in most of my workflows.  Now, being able to do this in Office 365 is a game changer for me.  It's going to streamline my workflows in the cloud and it will speed up workflow design dramatic

Hi all, The July release brings some interesting features. One of those is the ability to create attachment rules on Nintex Forms for Office 365. Once you open your newly created form on O365, you see only the title and attachment displayed, right?When you select your attachment control, you'll open the attachment control configuration screen, and notice it has changed slightly. In addition to the previous 3 panels, you have now, the "validation" section. yeaaaaah! Basically the validation section allows you to create the following rules : Minimum amount of attachments (with customization of the error message) Maximum amount of attachments (from Custom to Unlimited) Note that for those amount you still can use item properties or inline functions to provide a dynamic amount of attachments according to your item!Allowed files format - One format per line (with customization of the error message) So now you can say that you want between 1 and 4 attachement files and they have to be Pdf or

Frequently our customers and partners ask if it would be possible to get their hands on a version of the Nintex Mobile App that didn't have the Nintex branding (logos, color schemes, etc.) or that they would like to customize even further. Unfortunately, I have always had to say, no you can't. Well, the day has arrived where I can say, YES!  Welcome to Nintex Mobile Enterprise (NME)!   Customized NME app icon on an iPad An NME form with custom branding on a Windows Phone 8 device (All of the same great functionality of NMA; offline forms and tasks*, rich attachment handling, lookups, validation)    So what exactly is NME? NME is a standalone version of the Nintex Mobile App that you can build on demand via a web based interface. Some of the initial features include: Apply custom branding (your company's logo, colors, and more.) Generate standalone installation packages for any platform including; iOS (Apple), Android, Windows 8 Phone and Windows 8 desktop. Easily pre