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Nintex for SharePoint

Find resources, discussions, and troubleshooting tips to build and manage workflows with Nintex for SharePoint.

  • 2,276 Topics
  • 5,762 Replies
2276 Topics
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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?  

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jamvanScholar
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

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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! :-)

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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?

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SimonMuntz
Nintex Employee
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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

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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  

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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.

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Nintex Employee
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

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SmashedMonkey
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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.

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SimonMuntz
Nintex Employee
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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….

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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?

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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). 

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kpope
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. 

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kpope
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ebglennRookie
asked in Nintex for SharePoint
Need to Populate a Multi-Choice Lookup SharePoint Field with Multi-Choice Data from NWC Form

SharePoint 2019Version: 5.2.10.0 - InternationalI am having difficulties populating a SharePoint list lookup column with multiple choices that orignate from a NAC form. I can get the first value to populate. But as soon as I add another value, it only populates the first and does not give an error.Requirements:Reason for NAC form and internal SharePoint Nintex form is that we need to allow both external users and internal users to complete the form. The final, “full” list is the SharePoint list. Original data comes from a NAC form. That form doesn't use the same lookup list as the SharePoint form and only uses choices. I need to convert these NAC form choices to the multi-choice lookup column in the SharePoint list so workflows will run on the new item.  (I want one place that workflow runs from; so by sending all data to the SharePoint list, I can run the workflows. When an admin views any item from the SharePoint list, it’s a Nintex form that will show the selected value(s) in the lo

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amywooRookie
asked in Nintex for SharePoint
How to connect to multiple lists in one Nintex form

Hello,I am somewhat of a novice in using Nintex. Creating a form from a single SharePoint list is easy; however, I have three SharePoint Lists that I need to connect to one Nintex form. The total number of data columns exceeds the SharePoint limits, hence multiple lists.The goal is that the end user only has to go to one Nintex form to enter data (which populates back to one of the SharePoint lists) and to view information and progress of their project. Is there a version of Nintex, a webpart, a parent-child relationship, or any other option that allows one form to connect to multiple SharePoint lists? If so, what might that be?Thank you!

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mustangskyRookie
asked in Nintex for SharePoint
Validation Rule - Attachments, Checkbox, and Textbox

I am working on a validation rule that will be triggered if a checkbox is checked. If checked, either a value will need to be entered in the textbox or an attachment will need to be added.  Currently I have one rule assigned to the textbox control and another to the attachment control.Ultimately, I want a single rule, but I have not been able to get the syntax correct. The textbox validation works as expected. However, the attachment validation will only activate after the textbox validation. Here is the configuration. Checkbox: MFO_Spec_ExceptionTextbox: Spec_Exception_CommentsAttachment: Spec_Exception_Attach (css class attCtrlClassName7) JavaScript: // Spec_Except_Attach// Spec_Except_Attachfunction GetNumberOfAttachments7(attCtrlClassName7){ return NWF.FormFiller.Attachments.GetAttachedFilesCount(NWF.FormFiller.Functions.GetFillerDivObjectForControl(NWF$("#" + NWF$("." + attCtrlClassName7 + " .nf-attachmentsRow")[0].id)).data('controlid'))}Textbox Validation and(MFO_Spec_Excepti

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jalgarraRookie
asked in Nintex for SharePoint
Calculated Value showing #value! Starts to load...

I have a SharePoint List using a Nintex form. The name if the list is "OnboardingOffboarding".I have several columns that contain data records that was input from the Onboarding panel when entering employee information: "Employee", "Manager", "Employees Email", etc. There are 2 panels. One called "Onboarding" and the other is "Offboarding"There is a 3rd panel that has a main People picker that both panels use named "EmployeeName" that's connected to the "Employee" column that we want to utilize for both panels.Once a person is populated in people picker and the "Onboarding" panel is chosen, it pre-populates the employee name, manager, employee email, etc. from userProfileLookup. The other fields are textboxes, dates, and dropdowns.  What I need is when the "Offboarding" panel is chosen and you put in a name in the "EmployeeName" people picker, that it checks and matches the Preferred Name value in the "Employee" column, and if true, displays it in the calculated field named "EmployeeDi

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kpope
kpopeApprentice
asked in Nintex for SharePoint
How to Set list fields in a Site WF (2016)

Goal - fields set by Site WF will update the List for all items. 2 date fields are required/start variables in the site wf - which kicks off an email with those 2 fields and a link to a new listform. Once the form is begun, the user can save/continue later  - and then submit.  The list workflow will kick off upon new item and update the item name, route through approvals then PDF the form and send to final destinations.  HOW do I configure so that the Site WF, which has collected 2 date fields (stored in variables), will ALSO update in the listform fields (so the user clicks the link to open a new form and the 2 date fields are present) AND those 2 date fields are also populated in the list (for all items).  the 2 date fields do not change (until next quarter). 

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kpope
kpope
kpopeApprentice
posted in Nintex for SharePoint
Site WF (2016): Coercion Failed: Unable to transform the input lookup data into the requested type

Goal - scheduled wf to send email to AD group containing Dates and a formlink to a list form.  List has wf to route form through approvals, PDF it then route to final destination doclibs. current design:The Site WF collects 2 date fields (I have these as start variables that are required - I have the Site WF to start manually) then send an email to an AD group. The email contains these date variables in the email, additionally a formlink to a listform. The site WF never kicks off, receives this error message: Coercion Failed: Unable to transform the input lookup data into the requested type.

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kpope
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CoastNovice
asked in Nintex for SharePoint
Unable to edit enhanced rich text field SharePoint Form

I have a form that was created using Nintex. We made some changes to the form.One of the changes resulted in the Enhanced Rich Text Field being un-editable.Why is this field no longer editable ?I have checked all the settings on the back end. See the images below FieldSharePoint SettingsNintext Settings 

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MillaZ
Nintex Employee
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AndrewDoRookie
asked in Nintex for SharePoint
Current user field overrides everytime form is edited

Hi!I have an if formula that returns the current user and date when specific check box is checked by a usedbelow is formulaIF((Post 2 Pellet visual qual trainer==true), (userProfileLookup(Current User “PreferredName”)+"*+formatDate (Current Date, "MM/dd/yyyy"),””) my problem is, when a different user goes to edit the form, their name overrides the original users name, so now there’s no way to know who checked the box initially.is there a way I can edit the formula so that once the field is filled, it won’t override with another users name?

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MillaZ
Nintex Employee
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ck01Rookie
asked in Nintex for SharePoint
Attachments included in the start event cannot be viewed

Hi I noticed that the attachments (ie excel file) included in the start event form does not seem to get carried through the workflow for review / approval. Would you be able to give any advice on this please?thanks

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VenkatesanMonikaNovice
asked in Nintex for SharePoint
Nintex Workflow for SharePoint 2019 SDK

Hi,Do we have SDK for SharePoint 2019 to create custom actions in Nintex workflow?  

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SimonMuntz
Nintex Employee
V
VenkatesanMonikaNovice
asked in Nintex for SharePoint
Nintex workflow - Failed to publish

Getting error when publishing the workflow in nintex. soap:ServerServer was unable to process request. ---> Failed to publish workflow: This feature has been temporarily disabled.

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FlorenceScholar
asked in Nintex for SharePoint
Reduce Idle time in Nintex 2019 workflows

Good day, I have a workflow in Nintex 2019 and it has to pause 5 minutes then send email notification, however nothing seems to be wrong but the notification are not sent, when I check the idle time, it’s always increasing which I think that could be the cause, every time a user complain of not receiving email notifications, I always have to restart the workflow and it works, is there a way to make the idle time less or stop the workflow from idling for too long, the below is a screenshot of a  workflow that has not sent through notification, the pausing time has already lapsed and notification are not sent.  

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