News and Guidelines

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-

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.

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.   

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