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Nintex for Office 365

Access resources, discussions, and troubleshooting tips to streamline workflows and optimize productivity with Nintex for Office 365.

  • 3,243 Topics
  • 9,953 Replies
3241 Topics
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kaviranaNovice
posted in Nintex for Office 365
Remove a value from drop down control

Hi ,I have a requirement to remove a value from the drop down list as the user no more needs this value to appear as an option in the Drop Down control. The dropdown is a list look up control and references a list called Rework - Location. The lookup  is configured as below I tried using the filtering Option as below where only Active values are shown in the dropdown.  This solution works fine for New requests and shows only the Active = Yes values in the drop down control.  The problem is with already created list items which had the Rework Location selected as the value which I set to  Active = No in the Rework Location list.  For these list items when the form is opened Rework Location is shown as Blank.  Appreciate your  help to overcome this and how best to handle this type of situation. I'm using O365 Classic forms.    

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Nintex Employee
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bskariah
posted in Nintex for Office 365
Evaluate Email Domain And Pass Value To Another Field

I want to have logic that checks for the email domain and assigns value to connected field. We have 4 companies on office365 same tenant.I have a label that displays the users email address.Based on the email domain (potentially 4 of them), I want to add the company name to a connected company field.Example:User Email = fred@acme.comI want to say if the domain = company1.com then company field to have the value ACME.Thank you for the help in advanced. 

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david22david
posted in Nintex for Office 365
Ninetex Form Permission

Can users view and submit the Nintex form without having any access to the Sharepoint lists?  In other words, Does Nintex form use custom or app permission to perform CRUD on the list or it uses client permission?   

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Cynthia1977007
posted in Nintex for Office 365
Form won't display when opening task

Hello,I'm working a multi-approval levels workflow with a total of 9 different forms throughout the process.I'm not sure what I did wrong, but when trying to open the task from my email notification, the form doesn't display.I tried to create a new flexi task, I tried to upload another form with no issues, I tried to change the email notification, all without success. Any idea why I can't display the form? That's the only form I have issue with Thank you!   

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rthomson
posted in Nintex for Office 365
Rules Not Working in Responsive Designer Repeating Section

I have control - let's call it C - in a child repeating section within a parent repeating section.The control C has a rule which says: Hide if (Form Control A != X or if Form Control B != Y or if Child Repeating Section Control C != Z).This rule functions correctly if there's only one repeating section and one child repeating section. If there is one repeating section with multiple child repeating sections, or multiple repeating sections with any number of child repeating sections, the rule doesn't work and control C is hidden in all child repeating sections.How do I write this rule so that it functions for all combinations of repeating sections and child repeating sections?

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casey
posted in Nintex for Office 365
I need my workflow to iterate through a list and each week send emails

I have been trying so many different options for this list. Each week I need Monday and Wednesday emails to be sent. I want to start this manually and let it run through the end of November. If I set today's date variable (vartoday using "Use date when action is executed") and have the Run if = varToday = Monday Reminder Date  (each Monday the workflow runs through the Loop. Or will varToday ONLY remain as the date the workflow is kicked-off? I was assuming earlier each day the workflow runs the varToday will represent that day's date, but now seeing "Use date when action is executed" that seems like maybe it will ONLY remain Monday, October 7, 2018. Next week will the value be October 14, 2018? If so, it should work fine, but if not I'll have to use For Each and a query list I think.  

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andrew70
posted in Nintex for Office 365
What tools do you use for remote UX work collaboration with UX coworkers?

Hey guys, a lot of us had to quickly switch to more remote working means of working for research, designing, testing, collaborating etc. While I'm sure we have a general idea of how it is to work externally with stakeholders, how about internally? What software/apps do you use for remote UX work internally with other UX coworkers? Primarily in: Internal Communication (such as Slack, Teams, Email?) UX Activities and/or Analysis (such as Miro, Mural, Docs?) Documentation and Info (such as Office 365, internal tools, how to keep track of info from meetings, analysis, insights etc) Digital Design Work (Figma, Sketch, Photoshop, Illustrator etc)? Why have you or chosen those instead of others? What about it makes your workflow smoother with other UX coworkers?I am currently also researching this so anything would be appreciated! Might be interesting for you too get an insight with what actual UXers are doing!

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shaunlubScholar
posted in Nintex for Office 365
Number control connected to number column does not display data after set to read-only

Yesterday, I found that a new responsive form number control would not display the data saved to the connected number column (set to decimal), after being set to read-only. As site admin, I could see the text in the control but others could not. I could only resolve this issue by changing the column to simple text and changing the form control to a simple text control. Has anybody else experienced this? Is there any other way around this, other than giving all other users design access to the site?

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Cynthia1977007
posted in Nintex for Office 365
XML data from repeating section that can be pulled/view in the edit form of Flexi task

Hello!I am new to Nintex workflow and form (3 weeks in) so I am learning everyday something cool to apply.I'm working on a multi level approval WF (4 levels). Each level has a specific section to update (using edit form/Flexi task) as well as reviewing the previously entered information. Each approver has also the possibility to reject the form to previous approval step(s) (see attached WF overview).I have multiple different repeating sections throughout the process and I need to find a way to get the XML data retrievable so we can view it in other steps of the process and in the final version of the completed form.The query XLM and creation of variable to store HTML data is ok. Where I am stuck is how to proceed after that. I found different options online like (XML Query, for each, collection, log history) or (Loop, Math operation for index incrementation, collection, create list), but It doesn't work for me and i don't understand how my data will be retrievable to display in edit fo

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Cynthia1977007
posted in Nintex for Office 365
Flexi task replaced

Hello,I am working on a multi approval WF with 9 different flexi tasks. I've seen several times one flexi task being replaced by another one. I don't know exactly when it happens as I do not necessarily notice right away, but I believe it is linked to when I upload a form from a flexi task into another flexi task.If anyone could bring some light to it, so I know what is going on and can prevent this from happening again in the future, that would be great! Thank you!

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GP
posted in Nintex for Office 365
Nintex Form - select Nintex Tenant (?)

Hi All, If I would to select the Japan Nintex Tenant, which page can I do this? This page? Or this page? Or another page? Thanks! 

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Nintex Employee
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david22david
posted in Nintex for Office 365
office 365 item Permission operation is slow and unreliable

I performed a simple update item permission update using Nintex workflow. It is very slow and unreliable. Is it any way that It can be optimised?     Test Steps:  1- Created a simple list with 2 columns. 2- Created a workflow to update item permission (Break Inheritance and set Unique permission) 3- logged each step  4- created a new item  5- took 2 - 3 minutes to complete the item permission update.  6- Steps are logged in the workflow history  7- Create a loop to perform this operation 10 times  8- After seven attempts and a very long wait for each step, Workflow failed to set permission   Is it any way that it can be optimised and make the workflow run faster?  

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far_CF
posted in Nintex for Office 365
Rule works for a bit then fails

Hello Nintex Community,  I am looking to understand why my rule keeps failing. I am trying to us the neat features of Nintex grab a person's name and auto select their company from a choice field. The user name and company name are to be read only fields. We have a small group of users from 2  different company's. So we need to ensure we get that input from their login name and map it to their respective company. All the data from the form flows into a SharePoint list.  We have a small group of user that will use the form. When they open the form the user name is auto populated in the default field of the single text box with the formula using [Context].[Current user display name]. In the rules section I have the following rule:  The rule works for a bit then fails. Initially when I thought and tested a theory that I cannot just make minor changes to the rule, so I would rebuild it every time I wanted to add more people within a grouping (company 1 vs company 2). My question is how do

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ghaiashish
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rthomson
asked in Nintex for Office 365
Copy Form Fields to List

I have a form and a list. The list has 250 items, submitted over the past 2 years. For each of these items, there are two fields in the associated form which contain data (single line text), but are not connected to list columns. The customer would now like to see that form data in the list. What would be an efficient and safe way to transfer this form data to list columns, for all 250 items?

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Cynthia1977007
asked in Nintex for Office 365
Multi level approval - How to Reject a form for editing without losing the data populate

Hello,I am new to Nintex  and I am working on a multi level (4) approval WF process using State Machine and "Assign Flexi task" Action with "Edit form" for each approver to define new fields to be populated for each level of approval.I would like to have the form that was edited and submitted for approval to be returned back for editing.The way it is set up now, the form will be returned back to a previously state and will be blank. The data that was entered is lost. Not what I want Any help on how to make this happen would be greatly appreciated!Thanks!

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rhia
rhiaNovice
asked in Nintex for Office 365
Add hyperlink to task form that links to current item?

Hey folks! Seems like a simple question, but, I can't for the life of me figure out how to get a hyperlink - on a form - to use an item property. We basically want a "click here" to open the item that the task is related to, but, nope. Can't use item properties to form a link apparently. Anyone got a way around this? Cheers, Rhia

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harfmt
posted in Nintex for Office 365
Autocomplete Textbox in repeating section

HiI've attached the exported test form and the java script i'm using to autopopulate the text box from a drop down list (hidden under the text box). I need this to work in a repeating section and I'm wondering why it only works for the first item in the repeating section.Thanks

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AnneC
posted in Nintex for Office 365
Font Name and Font Size for Variables in Workflow Task Email

I am using O365 workflow. For my task emails, I am trying to use any font other than Times New Roman, but no matter what I do, my variables all use that font. In the task settings, I am highlighting the entire email body and selecting the font & size I want, but it never "takes" for the variables.See below - in the first line, the name and department are variables, then the rest of the line starting at ", has returned RLA..." is not. So Barb's name and department are in 12pt TNR, then the rest is  14pt Calibri, which is what I selected. My workaround was to make the whole email TNR, but I hate that font and I want to change the size. There's no custom CSS for New Responsive forms or workflow task forms, and the task form is set to the default Open Sans. Where are the variables picking up TNR and how do I change it?   

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ABOUCHAALA
posted in Nintex for Office 365
Can not resolve user on flexi task for guest users

Hello, we are getting "can not resolve user" when trying to assign a flexi task to a guest account present in azure AD and do have a user profile created. 

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yted
yted
posted in Nintex for Office 365
New Responsive Form Repeating Section auto increment

I have 2 different repeating sections on a form and I need to be able to put an auto incrementing number on the form for each item added. This will make it easier to talk to users who have submitted the form.   e.g. Phase 1, Phase 2, Phase 3 ...... Activity 1, Activity 2, Activity 3 .....     Is there a way to do this on a new responsive form as there is no calculated value control in new responsive forms.

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yted
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far_CF
posted in Nintex for Office 365
Date field in edit mode

Hello Nintex Community,    I am using the date field in the form with the setting to restrict past dates (this is a mandatory field too). However, I am using the form for an automation and it requires that a bot will go into the form and edit the status of the form a day or two later. The problem is that I cannot submit the form with a old date.    For instance if I fill out the form on May 1st and then I go back to edit the form on May 3rd... I cannot submit the form. In the date field  Any suggestions on a workaround for this?   Thank you 🙂   

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Hameed
posted in Nintex for Office 365
Nintex Sign (Adobe Sign) - Audit trail lost in SharePoint Library item

Hi,I am using 'Nintex Sign powered by Adobe Sign' in the workflows to acquire signatures from colleagues and then upload the signed document to SharePoint document library. However, the audit trail which is visible in the document that is attached in the email is lost in the sharepoint document library item (which is uploaded via the Adobe sign component).Does anyone have any solution as to how to avoid the loss of audit trail while uploading the document to sharepoint.Regards

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Hameed
posted in Nintex for Office 365
Add signature fields option in Nintex sign powered by Adobe

Hi,Is there a way to 'add signature fields' while using the Nintex sign powered by Adobe?By default, the signing part is at the bottom of the document but I would like to change the position of where the receiver could sign. Thanks

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ghaiashish
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Madhu27
posted in Nintex for Office 365
How to autopopulate fields from a lookup field based on multi select

Hi, I am creating a form where I need to autopopulate Countries based on State selection. I am able to autopopulate one state based on one country selected. However I am not able to autopopulate multiple Country if more that one state is selected.  I have placed the states and its corresponding countries in another list.     

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StaceyLee
posted in Nintex for Office 365
Send Email Action - Send to multiple

Hi    I am trying to configure a send email action within Nintex for 365.   The email control is within a run if action and if a certain division is selected from the form then i would like to email 3 people.    Hoe do I add multiple email addresses to the one control?    I have tried separating the email addresses with , ; and just a space and neither work.    Any help would be appreciated.    Thanks    Stacey 

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