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Nintex for SharePoint

FORUM POSTS AND DISCUSSIONS

  • 2,242 Topics
  • 5,626 Replies
2242 Topics
J
jamvanRookie
asked in Nintex for SharePoint
Ensure user adds an attachment when a certain selection is made - Nintex Forms

I have a form that has a choice field. We want it to prompt the user to have to add an attachment when certain choice is made.Ex: Ship Cause is LTR then have a message display and ensure the user adds an attachment. I currently tried adding a Validation rule like this, but it isn’t functioning as I want. Ship_x0020_cause == "LTR" && Attachments.count == 0 

407
J
21 hours ago
M
mlauer
published in Nintex for SharePoint
Collect task attachments in list item and show all attachments in next task

Note from Nintex Community: This article has been re-created from an older version on an older community platform. Attachments and links from the original post do not currently exist. A screenshot of the original post is attached.  The first time I worked with attachments in a workflow, I ask where are the attachments stored and how can I show all attachments in the following workflow tasks to give an approver the possibility to read the attachments.I have attached an NINTEX 2013 example site workflow using NINTEX Forms 2013.A prerequisite is the installation of the Get List Item Attachment in Base64 Custom Action from Vadim Tabakman (see https://workflowexcellence.com/nintex-workflow-get-list-item-attachment-in-base64-custom-action-happy-thanksgiving/).In the first Flexi Task you can add multiple attachments. The task IDs are stored in the workflow variable task_ids This attachments are stored in the task items of the Flexi Task. If the Flexi Task is approved an item is created in a d

20
M
1 day ago
J
jamvanRookie
asked in Nintex for SharePoint
XML Query fetch username from extracted data from another list

Here is the makeup of my workflow, but I am having issues retrieving the email from a user's list, based a username pulled from the XML file. EX: username JaneD to go lookup that username in the list which has these fields. I want it to take varOperator (username) from the XML Query look-cross reference that to look up the username in the list and return the email into the varRequester of the original list.Query List – Reads the library with XML files IE: Factory Logix XML Import For Each Step Target collection = colListOfFiles - Store in varXMLPath Run parallel actions 10 Branches with Query XML = XML Source URL; URL or XML File = varXMLPath EX: Output= /MaterialRequest/RequestedParts/RequestedPart/InternalPart Store in Variable List of Workflow Variables:ID = List Item IDvarQuantity = numbervarPartNumber = Single Line of textvarUnitOfMeasure = Single Line of textvarXMLPath = Single Line of TextvarNotes = Multiple Lines of textvarRequester = Person or GroupvarCreatedDate = Date or Tim

81
J
1 day ago
M
Mr_Blue_81Rookie
asked in Nintex for SharePoint
Creating a site page with NINTEX workflow?

At the moment I am building a workflow which should also be able to create a site page. I do know how to create a list, library and image library with the workflow. But I haven’t figured out yet how create a site page. Any ideas on how to achieve this?

50
M
3 days ago
M
Mr_Blue_81Rookie
asked in Nintex for SharePoint
How to create a view to filter between libraries?

At the moment I am working on a concept version of a sharepoint site for my company. In the endstate it will have dozens of libraries. Trying tot prevent it in becoming too confusing, all the libraries start with the first 4 letters of the departement they belong to. So far so good… but the adminstrators still have alot of scrolling to do to select the right library.Is it possible to make a module on a sharepoint page or a list which filters the names of the libraries on a sharepoint site? If I can put the first 4 letters in a filter then the administrator of the department only sees the libraries which he or she should moderate. Our IT department does not allow us to make subsites so we have to stick to the 'main' sharepoint site.Any ideas on how to achieve this? :-)

352
M
4 days ago
H
hsbrown2Novice
asked in Nintex for SharePoint
SharePoint 2019 Discussion List - Original Post vs. Reply

I checked a number of posts but could not find quite what I am after.I want to execute a different “Send notification” if the new item is a reply vs. a new post.I’d like to be able to have different subjects with different references, as well as different URLs in the email body.I see there are a couple of Logic and Flow options that would probably serve me well (i.e. Set a condition) for the decision making as to which to send, but I can’t seem to find/figure out what options to use to route the workflow.This seems to me as though it would be something that has been done before. Has anyone got some pointers for me? Or a link to an existing tutorial/solution?TIA

90
H
7 days ago
M
mustangskyRookie
asked in Nintex for SharePoint
Set the value of a radio button based on the value of another radio button

I have two radio button controls (Q7Response, Q8Response). I want to set the value of Q8Response to “N/A” if the value of Q7Response is “No”. I have the following JavaScript code; however, it is not firing as expected.NWF.FormFiller.Events.RegisterAfterReady(function () { // Get references to the radio button controls var q7Response = NWF$('#' + Q7ResponseClientID); // Replace with actual Client ID var q8Response = NWF$('#' + Q8ResponseClientID); // Replace with actual Client ID // Set up an event listener for changes to Q7Response q7Response.change(function () { var selectedValue = q7Response.find('input:checked').val(); // Get selected value of Q7Response if (selectedValue === "No") { // Set Q8Response to "N/A" q8Response.find('input[value="N/A"]').prop('checked', true); } else { // Optionally, clear Q8Response or leave unchanged q8Response.find('input').prop('checked', false); } });}); the cont

140
M
7 days ago
J
jamvanRookie
asked in Nintex for SharePoint
Have a workflow parse and XML file to create a list item, as well format a username text format into a name with Prescence. Also use a barcode scan gun

So here is my current set up thus far.I plan on setting up a scheduled Task on our SharePoint server to run every minute and go out to a shared network drive to see if there are any new XML files (in email format”) and transfer them to a SharePoint library that has a workflow on new, that will create a new list item.One of the fields in the XML (userName) file comes across as a text field in this format “LastnameFirstInital” eg: JohnD , we would like the workflow to translate that to the following format in th elist item “LastName FirstInitial” eg: John D; how can I make that happen? Lastly, we have a Scanner gun that we want to be able to scan a barcode and it append data to the list, is there a tutorial to make a barcode scanner work within a SharePoint list/workflow/form? Thank you in advance

181
SimonMuntz
8 days ago
J
jamvanRookie
asked in Nintex for SharePoint
Set Variables on new XML files being deposited into library

I have a library that houses XML files. These files are retrieved from a Network Drive and through PowerShell and a Scheduled Task will deposit any new files located in this Network Drive and dump a copy into the SharePoint Library. Once any new files it will trigger the workflow to render the XML file content into a SharePoint list item. I have almost everything working, but right now I have the Set Variables at the start of the workflow with  but it is hardcoded in the value to a specified file for testing purposes EX: https://local/XMLFilesFromFactoryLogix/20241015114157.xml. How should I have it set to that it processes any new XML files into the library? Can I use a wildcard? (*)

111
SimonMuntz
8 days ago
M
Mr_Blue_81Rookie
asked in Nintex for SharePoint
Creating a library with NINTEX workflow in Sharepoint?

With a NINTEX workflow you can create alot of things in Sharepoint. Things like:Sites Pages Lists List items Files Appointments Tasks Folders Etc…Actually I want to create a library by using a workflow. The last time this question was asked in this community is 7 years ago so hopefully today there will be a more user friendly solution available. :-)Does anyone has an idea how to make it possible?  

251
M
8 days ago
J
jamvanRookie
asked in Nintex for SharePoint
Copy a record and have ability to modify the copied record before saving

I need create a workflow to make a copy of a record and then prompt to update values before saving it to the same list. *Note there are repeating tables involved

428
J
8 days ago
M
Mr_Blue_81Rookie
asked in Nintex for SharePoint
Pause for duration (date) to value form other list?

Hello everyone! This is my first post on the forum and I am still a novice/rookie at NINTEX for Sharepoint.At my work I am building a Sharepoint site which has 2 lists: List_courses: It contains the names, startdate, end date and a date on which to subscribing students should be informed via email (inform_date) List_students: This list contains the name, contact details of the students and to which course they subscribed. The course of this list is connected to list_courses.For the list_students I created a NINTEX form and a NINTEX form workflow. In the NINTEX form workflow I want to put in a pause for duration. The workflow has to be paused until the inform_date from the List_Courses is reached. Somehow I doing it wrong and the action of Pause for duration is not working how it should be.Could you advice me what I should fill in below at A, B, C, D and E? We use NINTEX in the Dutch language so I put a translations next to the letters. A big thank you in return for your advice! :-)

589
M
8 days ago
G
guru2000Rookie
asked in Nintex for SharePoint
Nintex Form userProfileLookup returns #Value!

I am using Nintex workflow in SP 2016 on premise. An approval workflow uses a Flexi task to send approvals. I have the following Calculated field on the Nintex form of the Flexi Task. userProfileLookup(Current User, "PreferredName") Most of the times, the workflow captures the PreferredName of the Last Respondent and display it correctly. But there are times when it returns  #Value! instead. This happens for the same user, as well at different times.  Any idea of what’s going on.  Thanks in advance.  Mayank Shyam 

130
G
10 days ago
D
dmantheNovice
asked in Nintex for SharePoint
"Failed to publish workflow: This feature has been temporarily disabled"

In Nintex for Sharepoint 2019, I had been saving and publishing Nintex workflows with no issues, and suddenly I now get the below error whenever I try publish any of my workflows (even ones which had previously been published and no changes made since the last publish).“soap:ServerServer was unable to process request. ---> Failed to publish workflow: This feature has been temporarily disabled.”Saving workflows isn’t giving an error, only publishing.If I create a new blank workflow and publish it, that does work.How can I go about solving this issue?

291
SimonMuntz
16 days ago
J
jalgarraRookie
asked in Nintex for SharePoint
Displaying existing record information in a panel when using the peoplepicker to compare record.

I’m starting a new thread as my old one’s title was solved and I started asking more questions.I will try and be as detailed as possible as what I’m trying to accomplish using simple logic.I have a Nintex for that is using one custom SP list. This is on prem. This list is for capturing information about onboarding and offboarding of employees.There are three panels I am using.The first panel is the people picker, which has a few properties pulling from userProfile such as email and phone number, that get put in each column in the list.The other 2 panels are onboarding and offboarding, respectively. I am using a dropdown menu that controls the display of the Onboarding and Offboarding depending on what is chosen from the dropdown. The dropdown panel is always visible depending on what is chosen from the dropdown.When the onboarding is chosen, there are fields that HR fills out with employee information, such as the hire date, what equipment they need, etc. When that information is fille

486
J
18 days ago
J
jajwalyaRookie
asked in Nintex for SharePoint
Auto populate repeating section based on dropdown data in hte repeating section

HI, Nintex expert I am usring Nintex for sharepoint, i am stuck in nintex auto populate drop down field for example i have a education level drop down while loading the form i want to load all the drop down field or required dropdown field which is to be displayed above. i found some solution it its very confusing can you guys help out here  

120
J
19 days ago
M
MikeBrunson1Rookie
posted in Nintex for SharePoint
Workflow changes not taking affect after save and publish

I’ve got a very simple workflow that sets a couple of values and sends an email or 2.  While working on a modification, i’ve disabled the send email steps to avoid confusion.  WF is saved and published but the emails continue to be sent.  I’ve even changed the WF so that it can only launch manually yet it’s still firing.   Any ideas ?  I’m baffled at this behavior.

172
B
23 days ago
SmashedMonkey
SmashedMonkeyScholar
posted in Nintex for SharePoint
Workflow fails to start (large list)

I have built a site workflow that is taking rows from a list (it's an overtime claim list) and building a CSV file for the payroll team to process onwards for reporting. I tackled this by querying the list and passing each of the fields needed into collection variables. Then it pauses for 1 minute to dehydrate the job to the SharePoint timer service. Next, it passes into a for-each loop, where each of the collections are cycled through in turn to produce the variables. This is done with parallel actions (12). Some of the parallel actions need some regex on the output variables to remove commas (we are saving to a CSV at the end). Within the loop, I am building a string value to collect all the row item data into a chunk.Once exited from the loop, another build string is used to produce headers and then adds the chunk with the appropriate commas to separate. Finally an email goes off to the payroll team with the CSV attached.This worked for test, when I only had a few hundred items in t

14610
SmashedMonkey
23 days ago
L
lchaScholar
asked in Nintex for SharePoint
Nintex form has no public version when saved in SharePoint site template

I saved a sharepoint site as a template.  It contains nintex forms and nintex workflows . I created a new site using this template. The new site doesn’t have a published nintex form.When I tried to open a list iem, it opened Sharepoint form.  i have to manually publish the nintext form, so that user can use it.

261
SimonMuntz
29 days ago
S
SherriTaylorRookie
asked in Nintex for SharePoint
LINKS TO NINTEX HELP FROM NINTEX HELP - BROKEN LINKS

LINKS TO NINTEX HELP FROM NINTEX HELP - BROKEN LINKS https://community.nintex.com/thread/5756I complained earlier about the quality of the HELP CONTENTS...This is one of many many examples.Now I hesitate to even look at NINTEX COMMUNITY HELP because of the prevalence of broken links….

443
S
1 month ago
B
BobR
asked in Nintex for SharePoint
Adding and updating views through workflow

This is for Sharepoint 2019 on-prem.I’m working on a project with Sharepoint lists with lots of views (hundreds of views). If I want to add a new list column and make it visible to all views, is that possible through Nintex workflow so I don’t need to edit each view manually? I’ve been looking at webservice queries but the documentation is very difficult to find and digest. I have seen that I can make newFields through an UpdateList method, but I’m not sure how it works or how the syntax is.A second question I have is if it is possible to add a new view to a list automatically through workflow. For instance if I would supply the list-id (or list name), criteria on which to sort and filter the view, and the view name, all through WF variables. If it is possible, how would it be done?

252
B
1 month ago
J
jamvanRookie
asked in Nintex for SharePoint
Reference a list and return data to a workflow or form based on Selection

I have a library with a Form and Workflow attached to it. I have a list which has Manager and Site in it. I want the original library when the Site A is chosen, to go and retrieve the appropriate manager from the Matrix List. How do I best achieve this?

50
J
1 month ago
J
jamvanRookie
asked in Nintex for SharePoint
Trying to have workflow lookup a value from another list and return it based on selection

I have a list A with all my workflows and Forms. When I select “Site” in the current list, I want it to go to List 2 which has “Site” and “QA Manager” to lookup the value of Site and return the value associated with it. How do I accomplish that? Table two:A Manager | SiteBob | Site 1Cheryl | Site 2 When Site 2 is Selected in List one, it will return Cheryl to the QA Manager column on List one. Thanks in advance

90
J
1 month ago
kpope
kpopeApprentice
asked in Nintex for SharePoint
Get List Item Attachments to merge with the DocGen for storage - Nintex 2016 onprem

How do you get ALL list item attachments to merge into the DOCGEN for a single PDF - which routes for final storage.  We need ALL pdf’s in one, not the docgen + links to pdf attachments (because the links will break once the holding library deletes that item). 

120
kpope
1 month ago
kpope
kpopeApprentice
asked in Nintex for SharePoint
Nintex 2016 on prem - Get Item Attachments into Task Approval Form

How to configure a LIST wf to list/display all item attachments?  The approver needs to see ALL attachments for the item they are approving. They don’t need a link to go back to the item to then click on each attachment. I see training on NWC/nintex cloud, but we are on prem. 

493
kpope
1 month ago

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