News and Guidelines

We are thrilled to share what the teams have been hard at work on this past year, with great new features coming soon in the K2 5.8 release. Exciting things like: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. And, with the localization work, we’ve added ability for your SmartForms to be displayed in multiple languages with one form. Enhancements to SharePoint including new permission methods, and the ability to migrate your existing add-in based solutions to Microsoft’s SPFx framework. Design time versioning for your workflow drafts, allowing you to save snapshots, download versions to compare, and roll back by editing an older version. And more!Excited yet? Register for our webinar at https://www.nintex.com/resources/k2-58-roadmap-update/ to see all the details, as well as the roadmap for K2. The things we’re planning for this next year ref

Important UpdateDocuSign Retiring Legacy AuthenticationAre you using DocuSign with Nintex DocGen for Salesforce? If so, DocuSign is making a big change that's going to affect users of DocGen for Salesforce with DocuSign:Legacy Authentication is being retiredon January 31st, 2025! DocuSign have granted an extension for Nintex DocGen until Jan 31st. We still advise completing the recommendations below, as early as your organization can. Article Update LogSept 27th: Added DocuSign Extension - to Jan 31st 2025.Sept 24th: Added Office HoursJanuary 8th: Updated Office Hours to include Thursdays  Action required before January 31st, 2025DocuSign announced that it will retire its Legacy authentication on September 30, 2024, Nintex DocGen has been granted a final extension to January 31st 2025. Any Nintex DocGen for Salesforce customers currently using our DocuSign (Legacy) integration must make changes before January 31th to continue using DocuSign with DocGen.No action is required for those u

New How-To Video“Replace” dynamic advanced command Hey everyone!We've just released a new how-to video on the Replace dynamic advanced command in Nintex RPA.This video covers how to replace data in a variable to clean and standardize data, and modify strings effectively within your wizards. See the Video What it covers:Using the Replace dynamic advanced command. Practical examples of variable replacing. Best practices.  Be sure to check it out and join the discussion in the comments!

For customers who have integrated their K2 environments with SharePoint or Exchange Online in a Azure Government Cloud Computing High Security subscription (GCCH), a change is being made to our security certificate that will impact you.Customers who have configured SharePoint or Exchange Online will have manually uploaded a token signing certificate as part of the setup process. This certificate expires on August 13 2024. Nintex K2 Cloud ops will be updating the certificate during scheduled maintenance for K2 Trust on August 3 2024. In order to avoid downtime on your K2 environments, it is critical that customers update their certificate before the maintenance period to ensure continued operation of their environments.If the certificate is not added after August 3, customers will see AADSTS errors returned from K2. This affects Exchange Online integration, SharePoint workflows, User/Group resolving and all administration methods such as the Registration Wizard and SharePoint Site activ

 Updated Installation Video: Now Includes Upgrade Process We have exciting news! Our new installation video for Nintex DocGen®️ for Salesforce now includes a comprehensive guide to upgrading your existing installation. This updated video will walk you through every step, ensuring a smooth transition to the latest version while maintaining your current settings and customizations.This video is a must-watch if you want to seamlessly upgrade and install Nintex DocGen for Salesforce. We’ve detailed every aspect to prevent any hiccups and streamline your experience.The upgrade and install process follow the same steps. Upgrading will not overwrite your current DocGen for SalesforceThese steps will facilitate a hassle-free upgrade and installation of Nintex DocGen for Salesforce. Watch the updated video below:Install or upgrade Nintex DocGen for Salesforce Additional InformationNintex Help: Install, upgrade, or purchase Nintex DocGen for SalesforceWe hope you find this video helpful in upgra

In this month’s user spotlight blog, we’re talking to Chris Ben (Chris_Ben), Senior Solutions Engineer at Nintex.Chris Ben (center) with Nazeer Saeed (left) and David Stephen (right).What is your current role, how long have you worked at Nintex, and your career background?I’m a Senior Solutions Engineer, and I started officially working for Nintex in 2020. I say “officially” because before then, I was awarded the title of vTE which is a Virtual Technical Evangelist. I don’t think we have that certification anymore, but it used to be awarded to people in the Nintex partner community who were recognized as Nintex experts. So, I cut my teeth on Nintex while working for a Nintex partner and loved what we could do for our customers with the Nintex platform. Which Nintex Product are you most passionate about and why?I love all of the Nintex products—each one offers so much value. However, if I have to pick just one, then it is Nintex Automation Cloud. I constantly surprise myself at how much

📢 Hi! Great news! 💃🏽🕺🏾I just published a comprehensive article that guides users through setting up the new DocuSign Apps Launcher. The article includes the requirements, as well as a step-by-step process for installing the DocuSign Apps Launcher and integrating it with Nintex DocGen for Salesforce. Additionally, there are videos demonstrating how to create a new DocuSign delivery method, explaining recipient tags, and providing instructions on how to tag a document and build a custom tag. Another video covers the process of converting an existing DocuSign Legacy delivery method to a DocuSign delivery method. This may be a nice way to accelerate moving to our newest Docusign integration. 🚀Integrate Nintex DocGen for Salesforce with DocuSign Apps Launcher 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-

📢 Process Manager Content Updates 📢Hey, Process Manager users! The Customer Enablement team is excited to announce that we have just launched updates to one of our how-to videos and three courses on Nintex University. These updates bring product enhancements and extra information to enhance your learning journey. We can't wait for you to check them out! Nintex How-To CenterProcess Manager Updated Video Import and export process models  Nintex UniversityProcess Manager Updated Courses Process Approval Workflow We have updated this course to include information about the new product enhancement: Inclusion of Process Approvers in Initial Publish Approval Flow. Users set as Process Approvers within a draft process (a process not yet published) are included in the approval flow for the initial publish. The approval flow for any previously published processes will remain unchanged, and a new user set as the Process Approver will still require sign-off from the existing approver. This

New How-To VideoSplit dynamic advanced command Hey everyone!We've just released a new how-to video on the Split dynamic advanced command in Nintex RPA.This video covers how to split variables to extract specific information from a variable for multiple purposes such as data manipulation, dividing user input, etc.  See the Video What it covers:Using the Split dynamic advanced command. Practical examples of variable splitting. Best practices.  Be sure to check it out and join the discussion in the comments!

On July 8th, the Skuid Community content migration will begin. The process is expected to be completed by July 16th.We will make the transition as easy and as least disruptive as possible. We do not expect any downtime on the Nintex Community, and you can continue asking questions and posting discussions during this time.  Please note that Community emails will be disabled during content imports. If you have any questions or concerns, please get in touch with us at nintex.community@nintex.com.     

In this month’s user spotlight blog, we’re talking to Codi Kaji (CodiKaji), Group Product Manager at Nintex.Lego Codi KajiWhat is your current role, how long have you worked at Nintex, and your career background?I am a Group Product Manager at Nintex and just celebrated my 17th anniversary at Nintex. I started as a technical writer creating white papers, the first version of the installation and configuration guide as it’s structured today, and training content such as the K2 101 course, the infrastructure course, and K2 Connect materials. From there, I moved into Product Management, fulfilling various roles as release manager, beta coordinator, and the K2 Advisory Board director before moving into the Group Product Manager role for digital experiences. After the acquisition, that role expanded to the Group Product Manager for all things Nintex Automation. Before joining Nintex, I was the Manager of Knowledge Management for a Fortune 500 customer and implemented SharePoint and workflow

IntroductionThis blog highlights AI's transformative impact on RPA, showcasing how integrating AI technologies enhances the capabilities and effectiveness of traditional RPA systems. Robotic Process Automation (RPA) has revolutionized business processes by automating repetitive, rule-based tasks, improving efficiency, and reducing costs. However, traditional RPA is limited by its reliance on structured inputs and predefined logic. Artificial Intelligence (AI) integration is transforming RPA into a more powerful, adaptive, and intelligent tool, heralding a new generation of automation capabilities. The evolution from traditional RPA to AI-enhanced RPATraditionally, RPA focused on automating straightforward, mundane tasks like data entry, invoice processing, and simple transactional processes. These bots mimic human actions by interacting with software applications to execute tasks across various systems. The limitations of this approach lie in its dependence on structured data and the i

Introducing the new Nintex Automation Cloud Certifications We're excited to launch two new certification exams tailored to our Automation Specialist learning paths: Automation Specialist I Certification for Nintex Automation Cloud and Automation Specialist II Certification for Nintex Automation Cloud. These certifications are set to elevate your skills and enhance your career in workflow automation. As part of our ongoing commitment to refine and optimize our educational offerings, these exams are designed with a role-based approach, serving as a critical stepping stone to mastering the Nintex Automation Cloud.These certification exams will officially launch on June 21 and replace the existing Practitioner and Expert certification exams. What to expect? Automation Specialist I Certification: Ideal for those starting their automation journey with Nintex Automation Cloud. If you're focused on grasping the fundamentals of workflow automation and seeking to make significant impacts at the

Nintex Automation Cloud Learning Path Title ChangesWe've made some simple adjustments to their titles to better position and align two of our Nintex Automation Cloud learning paths. These adjustments will help us better define roles and training for Nintex Automation Cloud as the product evolves and we grow our courses, learning paths, and certification exams.NOTE: This does not change the URL of the learning paths - just the titles.Automation Specialist for Nintex Automation Cloud - Level I Formerly Nintex Automation Cloud for Designers and Developers - Beginner, this learning path gives Automation Specialists the starting knowledge and skills to create automation solutions using Nintex Automation Cloud. It covers various topics, including workflow-building methodology, workflow framework, workflow variables, building a form, testing, and deploying workflows. Before starting this learning path, it is recommended that learners have completed the Nintex Automation Cloud for Participants

The Nintex University DocGen for Salesforce certification exams:Certification: Nintex Document Generation Practitioner - Nintex DocGen for Salesforce Certification: Nintex Document Generation Expert - Nintex DocGen for Salesforcehave been updated with the following:Corrected an issue where the LMS omitted Field Tagger text surrounded by < < and > >. Corrected LMS issues with incorrectly marked answers. Corrected several confusing questions and answers. Adjusted exam time to 60 minutes (10-minute warning) and question count to 30. General editorial and style updates.If you were already in progress on this exam or had enrolled - but not started - your enrollment has been switched to this new version of the exam. If you’ve previously completed the exam, there’s nothing for you to do now.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, N

Hi! 🖐🏼 I have published a new DocGen for Salesforce how-to article. I hope you find it helpful. Thank you for checking it out. This video is also great for upgrades, as it offers a detailed walkthrough for installing Nintex DocGen for Salesforce.How-To: Install DocGen for SalesforceHave 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.

New How-To VideoMathematics dynamic advanced command Hey everyone!We've just released a new how-to video on the Mathematics dynamic advanced command in Nintex RPA.This video covers how to perform calculations on variables using constants or other variable values, enhancing your automation workflows.See the Video What it covers:Using the Mathematics Dynamic Advanced Command. Practical examples of variable calculations. Best practices  with for the command.  Be sure to check it out and join the discussion in the comments! 

 🎓📢Nintex University Updates📢🎓Hello Process Manager users, exciting news! The Customer Enablement team is thrilled to announce the release and retirement of the following Nintex University certifications. As we evolve our learning experience, these role-based certification exams are designed to cater to different roles within your organization. They will become your gateway to unlocking the full potential of being Nintex Process Manager certified and driving your organization's process management excellence. New content:Process Manager New Certifications Process Editor Certification for Process Manager Sign up for the exam after completing the Process Manager for Beginners and Process Manager for Editors learning paths to elevate your skills in process mapping and become a driving force for positive process change within your company.     Promaster Certification for Process Manager Sign up for the exam after completing the Process Manager for Promasters learning path 

Introducing the new Process Manager Certifications We’re thrilled to introduce two brand new certification exams that will take your skills to the next level: the Process Editor Certification and the Promaster Certification. As we evolve our learning experience, we have designed these role-based certification exams to cater to different roles within your organization; these certifications are your gateway to unlocking the full potential of being Nintex Process Manager certified and driving excellence in process management. These certification exams will officially launch on June 7 and replace the existing Practitioner and Expert certification exams. What to expect?Process Editor Certification: If you’re the go-to person for mapping out company processes and driving process excellence, this certification is tailor-made for you. After diving deep into the world of process management with our Process Manager for Beginners and Process Manager for Editors learning paths, take this certifica

In this month’s user spotlight blog, we’re talking to Jonathan Butler (butlerj), Group Product Manager at Nintex.Jonathan ButlerWhat is your current role, how long have you worked at Nintex, and your career background?My current role is Group Product Manager. I manage a team of Product Managers, and we oversee the Nintex Process Manager product. I've been at Nintex coming up on 8.5 years, and my career has mostly been with Nintex! I started at another software company 9.5 years ago out of university and then moved to Nintex after working there for a year in the IT department. I started at Nintex as a service engineer in the Support team and have bounced everywhere since then, ultimately ending up in the product group. Which Nintex Product are you most passionate about and why?While I think all the Nintex products are great, I have to say the one I'm most passionate about right now is Process Manager (though I'm a little biased as I help run it 😅). I'm a huge believer in documentation

We're dedicated to making your upgrade experience seamless and powerful. That's why we're thrilled to announce the launch of our brand new O365 Form Upgrade Tooling!Upgrade Your Forms in Minutes, Not DaysThis innovative tool streamlines the process of modernizing your classic or responsive forms. With just a few clicks, you can effortlessly upgrade them to our latest New Responsive Forms designer. Our intuitive interface guides you through the upgrade, ensuring a smooth and stress-free experience.Unlock the Potential of New Responsive FormsBy migrating your forms, you gain access to:Enhanced User Experience: Enjoy a sleek and user-friendly design that adapts flawlessly across devices. Advanced Functionality: Tap into the full potential of our latest responsive forms designer, with more features on the horizon. Future-Proof Your Forms: Stay ahead of the curve and ensure your forms are compatible with upcoming advancements in Nintex O365 Forms.Our Commitment to Your SuccessThis is just t

Introducing the Nintex Customer Content PortalWe are thrilled to launch the Nintex Customer Content Portal, your one-stop destination for all things customer content! Whether you're a seasoned pro or just getting started, this portal provides a wealth of resources to enhance your Nintex experience. What’s Inside? Learn with Nintex University: Explore a world of on-demand courses, learning paths, and certifications with Nintex University. Enhance your expertise with flexible learning options and build comprehensive skills and knowledge. Know with Nintex Help: Need help? Access quick-start guides, configuration assistance, troubleshooting tips, software development kits, and release notes on Nintex Help. Do with Nintex How-To Center: Read short-form how-to articles and watch videos that expertly guide you through key tasks, scenarios, and solutions available in the Nintex How-To Center! Gain valuable practical guidance to boost your skills. Grow with Nintex Community: Check out the

📣 Hi! I have published a new DocGen for Salesforce how-to article. I hope you find it helpful. Thank you for checking it out.  How-To : Write Nintex eSign data back to 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.

This is to inform Nintex for SharePoint On-Premises customers that the Microsoft Azure TLS Issuing CA 06 intermediate certificate, critical for connecting to various services, expires on June 27th, 2024 (link).To ensure uninterrupted service:We've included updated certificates in our April public release of the Nintex for SharePoint On-Premises. Updating to this latest version is highly recommended before June 27th to avoid any disruptions in connectivity with services like Nintex Live/Cloud Services, Azure Service Bus, and Azure Blob Storage.For customers unable to update:If you cannot update for any reason, please contact Nintex Support for assistance.

We have some exciting news to share! During June, we will merge the Skuid Community with the Nintex Community.   We will make the transition as easy and as least disruptive as possible. We do not expect any downtime on the Nintex Community, and you can continue asking questions and posting discussions during this time.  Combining Skuid with Nintex's powerful process automation portfolio, unified through a shared platform, will allow our customers to easily build holistic digital experiences to drive efficiency and speed, instilling confidence in decision-making across their business. If you have any questions or concerns, please get in touch with us at nintex.community@nintex.com.