How To Connect Nintex Start Form To SharePoint fields?
Hello,
I am working on a Nintex 2013 Workflow that I need to migrate to Nintex Cloud environment. The current 2013 start form allows you to create SharePoint fields and assign right to the start form. In Nintex cloud start form how do you allow the start form fields to connect to SharePoint fields/people picker fields?
Thanks N Advance for any help
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Hi @fortyone
in automation cloud, the start forms are longer attached to a list but directly to the workflow they are not detached from data records to allow for more flexibility on where data can be stored much like PowerApps work.
Instead we offer a form capability as a part of our forms of 365 app available from the App Store in 365, these can be attached to a Sharepoint list, to use workflows you switch to Sharepoint as a start event with conditions.
Hope this helps.
Jake
Hi @fortyone
in automation cloud, the start forms are longer attached to a list but directly to the workflow they are not detached from data records to allow for more flexibility on where data can be stored much like PowerApps work.
Instead we offer a form capability as a part of our forms of 365 app available from the App Store in 365, these can be attached to a Sharepoint list, to use workflows you switch to Sharepoint as a start event with conditions.
Hope this helps.
Jake
Thanks a ton for your response. So when I go to automation cloud and select Nintex form/Design form, how can I link that form to the forms for 365 app form? The 365 Form app does indeed connect me to the list but how would a user be able to start the workflow to show the new form like they did in the original 2013 on prem environment? Thanks a bunch.
Hi @fortyone
to match the existing sharepoint behaviour, create your form on the sharepoint list as you always would then in the automation cloud app, instead of using Nintex form as a start event, switch to Sharepoint and choose the event logic you would like.
that way filling the Sharepoint form immediately populates the Sharepoint list, then the workflow will be watching the list for relevant changes as it is configured.
I like to imagine Nintex forms as the successor to workflow start forms, they are best used when sharepoint is not the intended part of the user experience.
Hope this helps.
Hi @fortyone Did these responses help answer your questions?
Hi @fortyone
to match the existing sharepoint behaviour, create your form on the sharepoint list as you always would then in the automation cloud app, instead of using Nintex form as a start event, switch to Sharepoint and choose the event logic you would like.
that way filling the Sharepoint form immediately populates the Sharepoint list, then the workflow will be watching the list for relevant changes as it is configured.
I like to imagine Nintex forms as the successor to workflow start forms, they are best used when sharepoint is not the intended part of the user experience.
Hope this helps.
Thanks for your response, so currently in the 2013 On Prem environment, there is a document library and each item you can right click and select workflow to manually start the 2013 workflow which then shows the start form fields.
In the Nintex Automation cloud environment, how would I create this same functionality so that they will be able to kick off cloud workflow to run and show form fields. The flow/form basically has a assign and due date field that allows the workflow to send email to assigned person about the new document loaded.
Hi @Jake Could you please help out on this last question?
Can anyone else provide me any tips with this? Still trying to figure out how I can configure a list item to trigger the workflow form like it does currently in 2013 environment. I’m able to create a start event form but those fields aren’t connected to SharePoint going that route.
When a user selects workflows from a list item and then clicks the workflow, they see the following form
How exactly can I migrate this functionality in Nintex Automation Cloud environment? Thnx
Hi @fortyone,
What you need is a workflow start form.
Open the workflow in the Nintex Workflow Designer.
Click the Workflow Settings button from the ribbon
Click Edit Start Form and select Edit with Nintex Forms.
I am trying to totally go away from Nintex 2013 & NintexO365 and 100% Nintex Automation cloud so i’m trying to figure how would I build this same workflow form In Nintex Cloud and allow users to trigger it on any list item they choose? Thnx
Hi @fortyone,
The functionality you seek does not natively exist in Nintex Automation Cloud. You would need to create a button or link for every item using column formatting. When clicked, it could open the Nintex Automation Cloud workflow start form. You can pass the SharePoint Item ID to the workflow via the GetQueryString functionality.
I tried using the following but no luck when I update the href to equal the form nintex form url, what would the correct syntax be for the actual nintex start form url/href:
Doing somthing like this will add a link to the item which opens your Nintex Automation Cloud form and passes the item ID to the start form. You then use the getQueryStringParameter() in your form to save the ID to be used in your workflow.
Doing somthing like this will add a link to the item which opens your Nintex Automation Cloud form and passes the item ID to the start form. You then use the getQueryStringParameter() in your form to save the ID to be used in your workflow.
Thanks a ton! This did help to bring up the exact form and included the ID in the url as well but the people picker is now behaving weird and not giving any names at all now:
Hi @fortyone,
To use user lookup the form has to be configured for authenticated users.
Hi @fortyone,
To use user lookup the form has to be configured for authenticated users.