News and Guidelines

Nintex is thrilled to announce the general availability of FedRAMP®-authorized Nintex Automation Cloud for Government! Nintex has received authorization at the Moderate security impact level from the Federal Risk and Authorization Management Program (FedRAMP)—see the Nintex listing on the FedRAMP marketplace. Nintex has also acquired a similar Canadian federal government “authority to operate” (ATO) recently announced by our partner OranguTech to better address the automation needs of the Canadian government market. FedRAMP authorization ensures Nintex cloud services meet the rigorous FedRAMP security and compliance guidelines required for doing business with U.S. federal government agencies. As such, this authorization opens new opportunities for Nintex to assist U.S. state and federal government agencies and defense contractors in automating manual processes and creating low-code applications for everyday tasks. With Nintex Automation Cloud for Government, government agencies and con

Below, you can find a quick reference showing the new and previous product names. Previous Product Name New Product Name - Full New Product Name - Short Nintex Workflow Cloud Nintex Automation Cloud Nintex Automation Cloud K2 Five Nintex Automation Automation Kryon Process Discovery Nintex Process Discovery Process Discovery Nintex Promapp Nintex Process Manager Process Manager Nintex AssureSign Nintex eSign eSign Nintex Drawloop DocGen for Salesforce Nintex DocGen® for Salesforce DocGen for Salesforce Nintex DocGen Nintex DocGen® DocGen Nintex Kryon RPA Nintex RPA RPA Nintex Analytics Nintex Insights Insights Nintex for SharePoint Nintex for SharePoint Nintex for SharePoint Nintex for Office 365 Nintex for Office 365 Nintex for Office 365 K2 Cloud Nintex K2 Cloud K2 Cloud Nintex RPA (Foxtrot) Nintex RPA Legacy Edition (LE) RPA LE

Many organizations are stuck in a state of digitization purgatory. Although they’ve moved away from paper forms, their processes still rely on PDF forms, manual routing through email, and spreadsheets. This may seem efficient, but it’s not a step towards digitalization or true digital transformation.Ever wonder how some businesses seem to adapt and thrive in a rapidly changing world?The answer: No-code/low-code tools like Nintex.Imagine a workflow encompassing form building, automated routing, document generation, RPA interactions with legacy systems, and even eSignatures — all managed under one platform!In this blog, we’ll explore how businesses can automate business loan applications using Nintex. We’ll explore the step-by-step process, its benefits, and the solutions it provides to streamline the loan application journey. Empowering Everyone to Automate: The Power of Nintex Process ManagerProcess experts understand that mapping your business processes is the first step to automating

In our ongoing efforts to enhance service delivery and integrate K2 products into Nintex systems, we are migrating our K2 Cloud status page from its current location at http://status.onk2.com/ to the Nintex product status page at https://nintex.status.io/.Key changes to note:New Status Page URL: You can access the new K2 Cloud status information at https://nintex.status.io/. Please update your bookmarks accordingly. RSS Feed Subscription: If you have subscribed to the RSS Feed on http://status.onk2.com/, be sure to subscribe to the RSS Feed on https://nintex.status.io/ to stay informed about outages and maintenance periods for the K2 Cloud product. Customized Notifications: Upon subscribing to the RSS Feed on https://nintex.status.io/, you will have the option to limit notifications to the K2 Cloud product only or opt-in to receive notifications for any or all products within the Nintex product suite.We plan to run the two status pages in parallel through May 2024 to ensure a smooth tr

Hello everyone!I am writing today about a use case that has come up a few times recently and how Nintex can help solve it.At a high level, the use case involves a pricing estimation calculator and the front end, resulting in a proposal or estimate document created and sent to a customer. The specific scenarios I've been working with have involved field service workers; however, this is not limited to that audience.Without Nintex, this would involve a lot of pen and paper, quick napkin math, and complex Excel sheets. Alternatively, the companies I've been working with involve their estimation experts, and their turnaround time is much longer than their customers are willing to wait. With Nintex Automation Cloud, any field service worker can fill out some simple fields and get a quick estimate from the customer while they are still on site.As I mentioned, the ideas presented here can also be applied in other types of use cases. Nintex Automation Cloud allows for extreme flexibility in wh

On March 30, 2024, Microsoft deprecated the MS Online services we use for certain actions. This unfortunately means the following actions are no longer supported and will be removed entirely at a later date, estimated to be six months from now, when the relevant endpoints are retired. You can find more information in the provided link.Office 365 Retrieve License Plan Office 365 Create User Office 365 Reset Password Office 365 Add User to Security Group Office 365 Remove User from Security GroupTo ensure your workflows using these actions continue functioning as intended, we recommend migrating them to Nintex Automation Cloud if possible. Please let us know if there are any questions.

 🎓📢Nintex University Updates📢🎓Calling on all Process Manager Promasters. The Customer Enablement team is happy to announce the release and retirement of the following Nintex University courses:New content:Process Manager Courses Process Variation Management Configuration Process Group Management Learning Path Process Manager for Promasters Retired content:Process Manager Process Variant Management for Promasters Replaced by Process Variation Management Configuration Process Group Management - Process Champions Replaced by Process Group Management  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. 😁

In this month’s user spotlight blog, we’re talking to Jason Roberts (JRoberts), a Solutions Engineer at Nintex.Jason RobertsWhat is your current role, how long have you worked at Nintex, and your career background?I guess I’ve been in the tech industry for over twenty-five years if you count interning back during my college years. I’ve worn a few hats from that time like support, admin, and developer. I’ve worked in the financial, manufacturing, and software industries. I am a Solutions Engineer on our pre-sales team for the AMER region. I have been with Nintex for over ten years, having come in from the K2 acquisition a couple of years ago. Previously to this role, I was a content and training creator for our Enablement team.  Originally, I came into K2 after being a customer and had worked with the K2 platform for about three years up to that point. Which Nintex Product are you most passionate about and why?I’m probably a little biased, having had such a long background with the Nint

The Nintex How-To Center article Add a PDF stamp to an output document has been updated with the following:Added updated video content. General editorial and style updates.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.

🎓📢Nintex University Updates📢🎓The Customer Enablement team is happy to announce the release and retirement of the following Nintex University courses:New content:Process Manager Courses Advanced features for process mapping Process Approval Workflow Configuration Retired content:Process Manager Process Mapping Advanced Features - Promasters Replaced by Advanced features for process mapping Process Approval Workflow Configuration - Promasters Replaced by Process Approval Workflow Configuration  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. 😁

One of the most requested capabilities for Nintex Workflow Cloud has been the ability to assign a single task to multiple individuals, so a task can be completed by one of many or by collaborative decision-making. We will be making a number of updates to Task capabilities in Nintex Workflow Cloud over the coming months, starting with a new action in the workflow designer: Assign a task to multiple users.To see it in action, check out Chris Ellis' (Director of PreSales) awesome video. The action:With Assign a task to multiple users, you will be able to assign a task to multiple assignees and set the Completion rules.You still be able to look up assignees from your User Directory or your tenant's User Management, or use a collection variable of email addresses.For now, up to 10 assignees will be sent their tasks all at once.  The Task list:The Task management page in Automate has been updated to provide an view of a task's overall status. You'll be able to see who has responded, which ta

The Nintex How-To Center article Grant login access to Nintex Support has been updated with the following:Added updated video content. General editorial and style updates.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.

A Common use case for an automated process containing a document being generated is needing a proofreading step where a user can verify the dynamic data going into the document before delivery. Pause to Edit and Forms are just two great examples & features to accomplish this. Let's talk about using forms first. I typically always bring up this path first on any discussion I have. The Reason? Most of the time this ‘proofreading’ step doesn’t need to give the user access to the entire document. Typically they are just checking the dynamic text coming in or maybe just changing a single paragraph. In this case a form is much faster for the end user.  A user can simply check the data here and make any adjustments instead of downloading the entire document. The other plus here is that you can map the data back to a system of record because all the values in the form can be variables. This way of thinking is also great when you incorporate NintexSign into the use case. Using secure fields

In many industries, paper-based processes can hinder operational efficiencies and increase risk of lost or inaccurate data. Equipment inspections in the Oil & Gas industry are no exception. One company used hyperautomation—the use of multiple automation tools across a business process to achieve end-to-end efficiencies—to digitize their equipment inspection process, and do so with systems located both inside and outside the firewall.  The Challenge Many companies have data warehouses where digital assets such as documents, reports, and imagery are stored.  For security measures, some companies deploy such data warehouses behind strict firewalls with no connection to any other application beyond their firewall.  This creates a challenge for companies that are trying to automate manual processes involving people and systems both inside and outside the firewall, yet are obligated to comply with strict security policies.   An Oil & Gas industry provider had a manual process in plac

 🎓📢Nintex University Updates📢🎓The Customer Enablement team is happy to announce the release and retirement of the following Nintex University courses:New content:Process Manager Course Administration Basics Retired content:Process Manager Promapp Administration Basics - Promasters Replaced by Administration Basics

In this month’s user spotlight blog, we’re talking to Tim Byrne (tbyrne777) , owner of the software consulting business Simplogical Consulting. Tim ByrneWhat is your current role and career background?I currently own a small software consulting business I started after 15+ years as a software consultant in the Chicagoland area. Which Nintex Product are you most passionate about and why?I am most passionate about the Nintex Automation product (formerly K2 Five, formerly K2 blackpearl). I’ve been working with this platform since it was in beta, and I don’t think there are many other developers with as much experience in it as myself. What do you enjoy most about answering Community questions? I enjoy opportunities to share my knowledge by solving other users' issues in the Nintex Community. Everyone in the community is respectful and appreciative when I can help, and I am not hesitant to share other solutions that I hadn’t thought of, which adds to my own tool belt. Is there any advice y

Workflow Export Key:Q54w8FBLY7qpShZLdbiHok9thBhoq7VYMLyACf4mYJtLcAest Hello, In this blog I am going to show you how you can add buttons to express approval emails to speed up the time it takes to respond, currently when you receive an express approval email you are asked to hit reply and type out your response, this can sometimes lead to mistakes in spelling, although already quite fast in relative terms, we can always improve and make them look like this:  I will be adding an export of this solution to the gallery if you prefer to skip some steps below but I recommend you keep reading to understand how it is configured. Before we begin there is a couple things we need to do for this workflow. First we need to generate an App token for Nintex Automation Cloud, If you haven't already got one.  Once you have created your app token you'll need to copy and keep safe the client ID and Secret by clicking on the ellipsis and then View.   After that we need to create a new workflow cloud conn

Nintex is thrilled to announce the beta availability of Nintex Automation Cloud in French, German, Spanish, as well as English. This localization applies to Nintex Automation Cloud participant, designer, and administrator interfaces.This beta release announcement comes shortly after the general availability of real-time language translation capability for Nintex Forms, which delivers a fully localized automation experience, enabling broader automation reach to employees, customers, and partners in non-English markets.How language is setWhen a user logs into Nintex Automation Cloud, the displayed language can be set manually by clicking on the user’s name on the top right of the screen (see screenshot below) or automatically determined from the browser language setting (language code). If the browser is set to an unsupported language, English is displayed.The displayed language is automatically determined from the user's browser language setting. Users can update their preferred languag

Good day!I’ve published a new Nintex for Office 365 how-to article. Please go check it out!Create a three-tier cascading menu

In the dynamic landscape of the insurance industry, automation separates the leaders from the rest of the pack. This blog delves into a real-life use case where automation digitally transforms the insurance policy management process, leading to increased efficiencies and elevated customer satisfaction. The Challenge:  Traditional insurance policy processes often involve manual tasks, lengthy paperwork, and a high probability of errors. These challenges impede operational efficiency and hinder the overall customer experience. The Solution: Policy AutomationEnter policy automation, which can help insurance companies streamline operations and enhance customer service. This blog tells the story of an insurance broker who successfully embraced automation to ensure accurate, efficient, and compliant data entry into third party carrier websites when customers request updates to their policies. How One Insurance Broker Optimized Policy Modification with Automation:  A Nintex partner, BankRPA,

A common question with K2’s integration with SharePoint is how can we reduce the scope of permissions? By default, the permissions required in SharePoint allow K2 workflows and forms to do all the things: create sites, update permissions, create lists/libraries/items, and help you automate your SharePoint administration.While we believe that every site could benefit from K2’s integration, we know that some organizations want to control access to K2 and limit scope. Newly added to the documentation by our amazing Technical Content team, this article helps you do just that. https://help.nintex.com/en-US/nintexautomation/icg/5.7/Content/Configure/SelectedScopeSetup.htm. By creating your own application, you can reduce the site scopes to only those site collections you want to use with K2. Give it a whirl if you need more granular control over which site collections integrate with K2!   

IntroductionIn this blog I am going to show you how to take data submitted from a form in Nintex Workflow Cloud and save it into a table in Excel. Inserting Form Data into an Excel TableWith a recent update in Nintex Workflow Cloud, we now have an out of the box action for Microsoft Excel to Insert Table Data.   Creating the Excel Table to store the data inThe first thing we will need it to create an excel workbook with the table where we want to store the data, we collect in the Nintex form. In this case I just created a simple table called NWCTest and 7 columns for the data we are going to be collecting from the form.  You will want to make sure you have your excel sheet and table created before you begin setup in Nintex Workflow Cloud.  The excel sheet will also have to be stored in Microsoft OneDrive as well, as this is where the workflow action will connect and look for the file.  Creating the form and connection in Nintex Workflow CloudNow we need to create our form and workflow,

Earlier this month, Google started tracking a new issue in which source URLs for files in Google Drive aren’t working when they’re embedded, such as in Nintex Forms, emails, and web pages. This issue can impact any Nintex product expected to host an image, and seems to affect many (possibly all) file types. This issue has been acknowledged by Google on their Issue Tracker This conversation in GitHub demonstrates a workaround with a new URL format. However, this workaround ultimately requires the URL to be updated anywhere it’s been used. I’ve written a Knowledge Base article about it here regarding Nintex Automation Cloud.

You may start to see a notice when accessing your K2 for SharePoint integration in a SharePoint Online list or library. This notice states that SharePoint add-ins will be retired for SharePoint in Microsoft 365 in April 2026. Rest assured, our developers are hard at work and have already made strides in keeping your SharePoint Online integration working with your Nintex Automation (fka K2 Five) and K2 Cloud environments.With the 5.7 release earlier this year, new installs that integrate with SharePoint Online will use the new SharePoint Framework (SPFx) integration path. This includes a new way to manage your SharePoint Online integration in the Management site, and has updated the integration points per Microsoft’s guidance. What about all our existing SharePoint integrations that use the add-in?The team is currently working on a migration tool, to help you move your existing add-in based integrations for forms and workflows to the new SPFx model. This will allow customers who have pr

IntroductionWe understand that the different links used by the Nintex University platform are complex. The table below contains helpful information for working with Nintex University links. Main linkIt is important to ensure you are logging into or creating your account for Nintex University via the following linkhttps://learn.nintex.comIf the login link provided to you starts with anything else, like /myauth, update your bookmarks to the link above. /catalog/ linksIf you encounter a link containing /catalog/, this is a link to a course, learning path, or exam you have not completed or are not currently enrolled in. These types of links work for sharing or embedding. Please note that links can and will change as courses, learning paths, and exams are updated or retired.Example links https://learn.nintex.com/catalog/courses/3528444 https://learn.nintex.com/catalog/learning-paths/72169 If you get a link containing /catalog/, there’s nothing for you to do besides clicking it, enrolling i