News and Guidelines

In today’s fast-paced business environment, the ability to streamline operations and enhance efficiency is more crucial than ever. At Nintex, we understand the importance of continuous innovation to empower our users with the best tools for optimizing their business processes. We are thrilled to announce a game-changing feature that seamlessly bridges the gap between traditional process mapping and modern process automation: The ability to import Microsoft Visio files and create BPMN process models directly within Nintex.   Elevating Process Mapping to New Heights Microsoft Visio has long been a staple for professionals across various industries to diagram complex processes and systems. However, transforming these static diagrams into consistent, managed, documentation can often be challenging and time-consuming. Recognizing this gap, our team at Nintex embarked on a mission to create a bridge between Visio’s process diagrams and Nintex’s robust process management capabilities.   Intro

Built-in data storage capabilities streamline building workflows in Nintex Automation Cloud We are thrilled to announce the beta release of Nintex Automation Cloud Tables, providing a centralized, scalable way to store, manage, and connect process-related data across business-critical applications. Capabilities covered in this blog will be added to the product over the approximately two-month-long beta release period.Workflow automations frequently rely on data from multiple sources, such as customers, employees, or internal storage systems like SharePoint, to successfully execute. Managing data stored in multiple locations can be fragmented, onerous, and error-prone for application developers building custom business applications, who want all aspects of their apps centrally accessible and managed.When app developers build apps leveraging workflows, forms, and data in a single, self-contained platform, designs are streamlined and simplified leading to accelerated development times and

As the Product team continues its acceleration on updates to Nintex Workflow Cloud, the magnitude of these releases has been amplified. This post may seem like an aftershock to the announcement last month around the Advanced Preview of Complex Object support in Nintex Xtensions, but don't fault me on the timing. I cant stress enough how excited I am about this new groundbreaking feature! Ok, you're probably wondering what's with all the puns, and if you weren't before, now it's probably shaking out. Complex Object support has been on the minds of most users building Xtensions since we released the Nintex Xtensions framework several years ago. With this 'earth shaking' release, and my love for puns, what better way to celebrate than building an Xtension with Seismic (API for reference). If you are just here for the Seismic Xtension, you can download it from the Nintex Process Accelerator Gallery, and if you'd rather just watch me walk through this configuration, please check out the vid

In this month’s user spotlight blog, we’re talking to Dan Stoll (Dan_Stoll), Director of Technical Marketing at Nintex. What is your current role, how long have you worked at Nintex, and your career background?My current role is Director of Technical Marketing at Nintex, which I started in September 2019. However, I have been with Nintex for over 12 years in total. I joined in 2012 as a Technical Evangelist covering the APAC and EMEA region. In 2015, I moved to Bellevue from Australia to join the marketing team as a Senior Manager of Technical Product Marketing and Evangelism. My career journey has been quite diverse - I spent several years in the Australian Army's Special Forces before transitioning into IT roles across healthcare, utilities, construction, and then into the software industry with Nintex. Which Nintex Product are you most passionate about and why?I'm most passionate about the Nintex Process Platform as a whole, as it provides a complete toolbox for organizations to vis

🎓📢 Nintex University Updates 📢🎓 Install Nintex RPAWe've refreshed the Install Nintex RPA course with the release of the new upgrade and installation tool, System Manager. The course now includes an introduction to System Manager and details the new installation process.Course linkInstall Nintex RPA 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.

K2 integrates with Microsoft Exchange Online using Microsoft’s APIs. As Microsoft makes changes, we will update our integrations to ensure your solutions continue to function properly.Microsoft has announced the retirement of the ApplicationImpersonation Role Based Access Control (RBAC) role in Exchange Online. Beginning in May 2024, new customers can no longer use this role, and in February 2025, the role and feature set will be removed from Exchange Online.Edited 19 April 2024: K2 does not automatically add this role on configuration, so you may not be impacted by Microsoft’s change. This retirement will impact on-premises customers if the ApplicationImpersonation role was added to the account used to log in to EWS. If so, apply the fix pack listed below and then remove the ApplicationImpersonation role. This retirement will impact K2 Cloud and K2 Five / Nintex Automation environments which connect to Microsoft Exchange Online.The fix and steps documented to use lesser Exchange Onlin

Companies constantly seek ways to enhance efficiency and productivity in today's fast-paced business environment. One area that has seen significant innovation is document creation, eSignature capture, and tracking the signing process within a system. This modern approach saves time and resources and improves accuracy and compliance. Let's delve into how companies embrace these technologies to streamline their operations. Efficient Document CreationGone are manual document creation days involving extensive back-and-forth emails, revisions, and delays. Nintex DocGen for Salesforce offers a modern interface within Salesforce, allowing power users to query, configure, and deploy solutions, ultimately enabling end users to generate professional-looking documents quickly. Features such as point-and-click data querying, drag-and-drop tagging, and version control allow teams to work seamlessly together regardless of physical location.Furthermore, integration with Salesforce ensures that docum

Did you know that Drawloop DocGen can store all of your legal and non-legal content in it’s app and push the content into your templates at runtime with hide-display rules applied? This could generate a single line or several pages of text completely bulleted and indented to your specifications. The capability has been available for while now, but few customers know about it. This capability provides Drawloop users the ability to centralize content (clauses) so that they can be managed within the Drawloop app instead of templates themselves. Why would anyone do this? So admins don’t need to manage several template files that contain the same clause whenever the clause itself changes. Instead, a change can be made to a single clause in the Drawloop app and then it instantaneously becomes live across all templates that leverage the clause. Did I mention you can apply filters to each clause? Often, Drawloop users will create many file versions of one use case. And multiple templates for o

To help align our Process Manager learning paths, we’ve made some simple adjustments to their titles.NOTE: This does not change the URL of the learning paths - just the titles.Process Manager for Beginners Formerly Nintex Process Manager Essentials for Beginners, this learning path is designed for new individuals using Process Manager to access, navigate, and collaborate on organizational processes. With a focus on the core functionality of Process Manager, this learning path will help you build the skills necessary to engage effectively with the platform without diving into advanced topics like process editing, process authoring, or Promaster duties. Process Manager for Editors Formerly Nintex Process Manager Fundamentals for Editors, this learning path is designed for individuals taking the next step using Process Manager to create, edit, and publish organizational processes. With a focus on building your process mapping foundation, this learning path will help you enhance the skills

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