News and Guidelines

In this month’s user spotlight blog, we’re talking to Anna Tadros (annajosephine), Product Manager at Nintex. Anna TadrosWhat is your current role, how long have you worked at Nintex, and your career background?I’m a Product Manager, Nintex Apps (currently focusing on designer experiences and Nintex Apps for Salesforce). I've worked at Nintex for 7 months. Before that, I was a long-time Skuid employee, working with the company on and off since before it was founded. At Skuid, I worked in documentation, technical support, and customer enablement. Which Nintex Product are you most passionate about and why?Nintex Apps! (fo

We have published a new How-to video for users switching to OAuth Admin Consent with DocuSign Legacy integrations. This video covers the upgrade process for Nintex DocGen for Salesforce, reviews the needed DocuSign setup, and finishes with switching the integration in DocGen for Salesforce. Switching to OAuth Admin Consent for DocuSign Legacy IntegrationsWe hope you find this video helpful in switching your authentication settings in Nintex DocGen for Salesforce. Your feedback is invaluable to us. Please let us know through our feedback portal if you have any suggestions or comments, leave feedback here.

We’ve just posted a new how-to article in the Knowledge Base on Community! Click the following link to learn how to get started with the Nintex Licensing and Permitting Solution. This article covers:Creating an account Configuring fee payment links in Stripe Setting up new permit types Testing and publishing your new licensing and permitting processHave 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.

 Get started with Workflows by building a simple decision workflow.We're excited to announce the release of a new beginner video tutorial that will guide you through creating your first workflow. This step-by-step guide will teach you how to add steps and outcomes to the workflow and then deploy and test it.What you'll learn:Add application categories Create a workflow Deploy a workflow Assign permissions Test your workflowWhether you're a novice or looking to refresh your skills, this tutorial is a great place to start your journey with workflows. Check out the tutorial now and start building!

It’s time for another release for Nintex Automation K2! You may remember last year we renamed the product to “Nintex Automation” and you’ll see that change in many of our sites including documentation and training, but you may notice a little sneaky bit coming back to the product name! Over time you’ll see us adding back in the K2, but don’t worry, it’s the same product you’ve known throughout the years by its various names.This year’s release (5.8) has one amazing, massive, beast of a feature that we can’t wait for you to get your hands on. Translations and localization is now native in K2: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. With over 77,000 words and phrases in the K2 platform, this nearly 10 month project with multiple teams is finally ready for you. And, with the localization wor

Get started with SmartForms by building a simple "Hello, World!" application.We're excited to announce the release of a new beginner-level video tutorial that will guide you through creating your first SmartForms application. This step-by-step guide will teach you the fundamentals of building views and forms, essential skills for any SmartForms developer.What you'll learn:Add application categories Create an item view and add controls Build a basic "Hello, World!" form Test your new formWhether you're a novice or looking to refresh your skills, this tutorial is a great place to start your SmartForms journey. Check ou

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 

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, 20

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 A

 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:

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 f

📢 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 feedbac

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 P

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 ac

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 certif

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 Au

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 coun

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.

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

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:

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

📣 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.