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Nintex Automation Cloud

FORUM POSTS AND DISCUSSIONS

  • 1,250 Topics
  • 3,889 Replies
1250 Topics
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wejdanRookie
asked in Nintex Automation Cloud
Rule based

Hello, How I can make a decision if the customer balance greater than the limit or order amount greater than the same limit choose escalate, based on the lsmaller amount and he can approve either one of them is fales but if the 2 is true he cant approve 

262
MillaZ
6 months ago
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SShaffer2Rookie
asked in Nintex Automation Cloud
Reminder, Reminder Subsequent, and Escalations for Tasks

Apologies if this is covered somewhere else, but I was not able to find it. In NAC Tasks, I am trying to understand the difference between “Reminders After”, “Subsequent Reminders” and Escalation after (Calculate Date).(For purposes of this question, let’s say all reminders are in “Days”, and it will be based on the current date.)Is [Subsequent Reminders] the number of days after the initial reminder?  Or is [Subsequent Reminders] the number of days that the reminder will be sent out for? So, if I want the first reminder to go out in 3 days, and I want 4 subsequent reminders (every day), and I want it to be escalated “after’ the 5th reminderFor example:[Current Date] - January 1, 2024 Send out Reminders on 1/ 4, 1/5, 1/6, 1/7 Escalate on 1/8For the above example, would this be my configuration: Reminders After - 3  Subsequent Reminders - 4 Escalated After (calculate date) - 5 - ([Current Date + 5 Days])Thanks!

1204
S
6 months ago
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bmat1962Novice
posted in Nintex Automation Cloud
Updating List After Assign Multiple Assignee Task

I have a workflow in NWC.  There is a "Assign Task to Multiple Users" which uses a form.  Once that form is filled out by whoever first gets to it, I want to update a Sharepoint List with the new information.  I've done this in the past but what was used in the past and works, isn't the same as it is today and I can't figure out how to make it work.  Can someone please help.  Let me  know if you need more information.  Thank you in advance.

716
DavidAD
6 months ago
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rbachmannRookie
asked in Nintex Automation Cloud
Nintex Automation Cloud - Application Lifecycle Management

Hi,I am working on a PoC and need to automatically stage workflows. I am thinking of 2-3 NAC-Tenants (DEV, INT, PROD) where Azure Devops deploys the workflows between the environments.Fortunately, several API endpoints already exist (https://developer.nintex.com/docs/nwc-api-docs/595de848de0f1-activate-a-workflow) but I lack of a way to publish workflows and assign the intended usage (Test, Prod) automatically.Has anybody more experience in this field?Many thanks

531
P
6 months ago
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csergent7Rookie
asked in Nintex Automation Cloud
Submit Button on Task Form

How do I determine where data that is entered into a form task is submitted? I have a workflow that is set up as follows, with new list item event which has a connection to my SharePoint Online list, and the form for data entry follows: 

1196
Garrett
6 months ago
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JohnWielandNintex Employee
posted in Nintex Automation Cloud
OAuth Advance Preview for Nintex Automation Cloud

Have you ever wanted more control over client apps’ access to Nintex Automation Cloud APIs? Or have you needed to build a client app that could act on a user's behalf but couldn’t?We are excited to announce these problems can be solved using OAuth, which has just entered Advance Preview!OAuth lets client applications act on behalf of a Nintex Automation Cloud user. Each user must consent to the application accessing their data and be informed of the data the application will access. Nintex Automation Cloud administrators can use scopes to restrict the APIs client applications can access to improve security and governance further.Who should participate in an OAuth advance preview?Our ideal candidates are customers who have built apps using Nintex Automation Cloud APIs with app or personal access tokens or customers who have wanted to build an app using Nintex Automation Cloud APIs but haven’t been able to with the existing authentication mechanisms.What will be required of me if I do pa

610
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6 months ago
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brandiwoodsonCommunicator
asked in Nintex Automation Cloud
Repeating Sections & Editing within a Task Form

does anyone know how to edit a repeating section on a task form?New Start Event Form Task Form If rejected, this needs to be sent back to the Initiator for corrections.Was hoping for an easy mouse trap but doesn’t look like it will be easy. :(​​​​​​​

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6 months ago
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NiklasGRookie
asked in Nintex Automation Cloud
Nintex Automation Cloud: SharePoint Online Start Event Condition Builder: Only on update

Hello,in the Nintex onPrem version it was possible to define a start event condition only for an update event.So that the workflow starts everytime a new element is created, but only on a condition, when an element is updated.It seems to me, according to the documentation, that this differentiation is not possible with NAC.Is there any way to make this differentiation with NAC, or is this a missing feature?Best regards,Niklas

605
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6 months ago
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wejdanRookie
asked in Nintex Automation Cloud
Pictures issues

Hello, is there any recomindations on how to put works picture on the form, I’ve tried ondrive and sometimes work and sometimes not worked,before I was using google drive but now it’s not work.

443
Jake
6 months ago
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brandiwoodsonCommunicator
asked in Nintex Automation Cloud
Copying a folder in sharepoint online

Am I overlooking something on making copies of folders? Is this possible? I used the closest action I knew of that may work and received this error: If not possible with OOB actions, can someone please advise on how to configure a call a web service action to make this happen?

1043
B
6 months ago
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TravisMRookie
asked in Nintex Automation Cloud
Form data entry date validation

In NAC, I know that I can run a submission rule to validate/invalidate a date field's value.  But how can I do date validation prior to submission?  Ideally right after a value is entered into the field.

552
MillaZ
6 months ago
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NiklasGRookie
asked in Nintex Automation Cloud
Nintex Automation Cloud: SharePoint Online Start Event Condition Builder: Missing field

Hello,the condition builder seems to display most fields as an option to define when the workflow should start.But one managed metadata field is not being displayed as an option for the condition builder.Interestingly a different managed metadata field is being displayed as an option.How does the Start Event Confition Builder differentiate which fields to display as an option?How can I make the missing field appear as an option?Thank you in advance!Best regards Niklas

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MillaZ
6 months ago
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akshaysudNintex Employee
posted in Nintex Automation Cloud
How to configure the form to focus on a control via rules

Is Focussed Property: Forms designers can configure the form to focus on a particular control based on users' input. This powerful capability empowers the Form designers to do more with rules. The rule can be configured to focus on a control on the same page or a different page.   See the video below for a demonstration.  

450
A
7 months ago
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SShaffer2Rookie
asked in Nintex Automation Cloud
Remove 1 Permission Group without removing all Permission Groups

I am using NAC on SharePoint O365 lists.  A SharePoint group called “Visitors” has permissions to all of my lists.  I need to remove the “Visitors” group from the item, but do not want to remove any other group or people permissions.  I see I can remove all permissions, but I only want to remove 1 group.   I can’t remove all permissions and then add some back in because this workflow is a component workflow and each list it runs on will have different groups.  Is there a way to remove permissions of 1 group without removing all permissions?Thanks!

642
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7 months ago
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Andy.EmeryRookie
asked in Nintex Automation Cloud
Finding the correct result for a % sum

Hi All I have an order form using Nintex forms.  It shows a list price in one field (currency), then there is the partner discount % in another field (decimal) and I want to show the partner price in a different field (Currency). But i cant seem to find the right formula to build to work this out, anyone got any ideas please?

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7 months ago
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NiklasGRookie
asked in Nintex Automation Cloud
Nintex Automation Cloud - SharePoint Online Connector: missing start variable

Hello,when creating a SharePoint Online connection to our test tenant in SharePoint and creating a workflow with the SharePoint Online list start event, then the start event does not return a start variable.I created the connection using the correct user for the test tenant and in the start event I can select the correct list without any error.The connector is of type SharePoint Online: List and libraries.I cant figure out, what I am missing in the configuration.Thanks in advance!Niklas

531
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7 months ago
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wejdanRookie
asked in Nintex Automation Cloud
Disable one of the choices

How I can disable one of the choices (Approve) and enable 2 if I have a rule contains credit limit greater than (num) so he can choose either escalate or reject 

342
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7 months ago
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PabloLApprentice
asked in Nintex Automation Cloud
Nintex Group Management

We are finding some challenges in management of groups in Nintex Automation Cloud. Adding a removing users from a group requires manual steps through the administrative interface. Has anyone found a method that allows some degree of automation, maybe to connect into Active Directory groups?

988
P
7 months ago
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brandiwoodsonCommunicator
asked in Nintex Automation Cloud
Beacons in Nintex Automation Cloud

Can someone please create a how to video on how to extract task details into a report using beacons? We desperately need to be able to pull reporting for audit from Nintex Automation Cloud on workflows that run that include tasks. Anything that can be shared or demoed is appreciated. 

581
Nintex_Sam
7 months ago
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BJHutchisonRookie
asked in Nintex Automation Cloud
NAC Payment Gateways

Hi Team,Has anybody found a way to integrate effectively payment gateways in their Nintex Forms?I know NAC doesn’t currently support online payments in forms (please make this happen!), but wondering if any of you computer whizzes have found any workarounds?Cheers,Benjamin.

731
Deon
7 months ago
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fbartoszRookie
asked in Nintex Automation Cloud
Rename the uploaded file from the starting form to one of the variables and save it to SharePoint

Hi all, can you please help me sort out my issue, I have been looking everywhere and I can't find a solution.At the start event form, I set the file upload, this file will always have a different name (depending on the user) I wonder if there is a way to rename it to one of the variables and save it on the SharePoint folder.

1266
Chris_Ben
7 months ago
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LandsEndScholar
asked in Nintex Automation Cloud
How to get NAC document attachments into notification emails from workflow?

Hi,  I have a customer that wants to send upon a form submission an email out of network to a vendor to translate documents not able to be done here. Problem is I already know and use how to link back to the original form so in-network team members can access the attachments that way.  Issue this is going out of network and I need to solve how to get NAC attachments directly into emails as attachments.

1348
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7 months ago
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RonLevyScholar
asked in Nintex Automation Cloud
Retrieve Groups results in 403

In a NWC Workflow, I am using the "Get members of a SharePoint group" action.My selected Connection is a "SharePoint Online: List and libraries connection" and I am a site collection administrator and member of the owner group of the chosen site. The connection has been established with the same user.If I click on "Retrieve groups", I get an 403  What could cause such an permission issue? 

1255
R
7 months ago
Sasan
SasanNintex Employee
posted in Nintex Automation Cloud
Nintex Automation Cloud Receives FedRAMP® Authorization

Nintex is thrilled to announce the general availability of FedRAMP®-authorized Nintex Automation Cloud for Government.  Government agencies can now automate their cloud workflows with confidence.  Click here for more information.    

170
Sasan
7 months ago
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fbartoszRookie
asked in Nintex Automation Cloud
Nintex automation cloud - Rename the file that was uploaded at the starting form to one of the variables from starting form and save the file to SharePoint

Hi all , can you please help me out.At the start event form, I set the file upload, this file will always have a different name (depending on the user) I wonder if there is a way to rename it to one of the variables and save it on the SharePoint folder. 

252
MillaZ
7 months ago

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