Nintex for SharePoint

Hey! New here and trying to find a solution to a customer's request. We have a responsive form with a status field that is a choice (Draft, Submitted, In Progress, Completed).We want to be able to allow users to fill out the form as a "draft" situation so that they can continue to gather the information that is required on the form. Once they have every field completed, they can "submit" it.  I currently have the form set up to make the user select the status and it defaults to draft. When the status = draft only two fields are required. When the status = submitted then all fields are required. I did this by creating invalidate rules for each field based on the {self} field and the status field. The customer wants two buttons, 'Draft' and 'Submit'. When a user clicks the 'Draft' button, the status field remains "Draft". But when they click the 'Submit' button then it needs to change the status to "Submitted". I linked these to the field and set the value to my desired setting within th

After importing template form from another site and importing into new site, all of the column variables do not show up to add in required form fields. The columns exist on the new site but to not appear as an option to insert them into the needed fields. The fields have rules that require the column variables. When I try to save, there rule containing the required field states it's an invalid rule because the "variable is no longer available".  It should be available because the column the variable represents exists.

I've been reading lots of forum posts here and can't seem to find exactly what I'm looking for so posting to see if y'all can help!I have two lists:Purchase Requests Julian Dates Julian Dates list is simple: On the Purchase Requests form, there's a single line of text control (not connected) named JulianDate. My ultimate goal is to auto populate this control with the current date's Julian date. But also leave it editable in case the user wants to change it to their own value. What I have been able to successfully do is create a calculated value that pulls the Julian date for today. Control Name: JulianToday I keep reading that the only way I can set the value of a control is to use Javascript. Unfortunately I do NOT know javascript. But I'm good at research so I attempted it. Here's what I got so far. My attempt is to populate the JulianDate text control with the value in JulianToday calculated value control. If you guys can think of a better way, I'm all ears! Otherwise if you think i

I have two attachments on the form, but when I open the attachment control settings, I am unable to see the setting to set the attachment control as default (on either control.) Currently using 'IE' mode in Microsoft Edge. Have also tried doing this in the defunct IE browser, but this does not make any difference. I am unable to publish the form because I get the message that the form "does not contain a default attachment control"

I think I'm on the 'bleeding edge' and need a pointer or two. I'm working on migrating sites from SharePoint 2010 to SharePoint 2019 On-Prem, including Nintex workflows and forms (same versions). I realise this is a massive jump. I also want to use the Modern Interface where ever possible, with as little customisation as possible. Is there a Modern UI webpart equivalent to 'My WorkFlow Tasks' hidden/available somewhere? I've seen posts in the community for SP Online, and there are workarounds using PnP community packages (sp-starter-kit), but they all seem to be online only and not for on-prem SharePoint (though I'd be happy to be shown where I'm wrong).

Hi Folks,I have a form with a repeating section and I want the user to select the chosen value from the selecting field. The selecting choose value comes from the SQL Request. Once the user selects a Transaction Limit the repeating section populates and adds two other Rows in the Repeating Section. I am using JavaScript to auto-populate the rows and values in the field.  I have attached the photo of the Repeating Section table below:My question is if I select the field in Application Name i.e. field value "Transaction Limit". JS code auto-populate and add two other new rows with Application Name "Transaction Limit" and in "Role Type" two another value is shown with the help of JS.   My JS code looks like this...   function addRowToMySection() {   NWF$(".classRptSection.nf-repeater-row:last.classText").val('ABC');   alert("done");   };a repeating section, with CSS class = classRptSection a text box inside the repeating section, CSS class = classText Calling on some past Nintex Heroes to

We have a purchase request form that we have created with Nintex classic forms (on-premise SharePoint 2019). The form has three fields that are NOT connected to the SharePoint list.The fields are as follows:UIC - calculated value with a specific value we need to prepend our PR's with. Julian date - text field Series - text fieldThe user is required to fill out the Julian date and the Series. The above three fields are used in a calculated field titled "Tracking Number". The results of the Tracking Number field are stored in the SharePoint List column "Tracking Number". We would like to WARN the user when they input a Julian date and series that's already in use. I found this thread and it helped me. https://community.nintex.com/t5/Nintex-for-SharePoint-Forum/How-can-I-compare-the-input-in-a-Nintex-Forms-field-to-already/td-p/10588 And I used this blog to ensure I was putting the right info in the Lookup function. https://www.enjoysharepoint.com/nintex-forms-lookup-function-example/  I

Hi, I have a problem with the multiple selection column I  created. So I have a column called Currency with many currencies, I have given the option to select more than one option for the users. What I want is for each option they choose another column to appear to record the information of each currency. for example, let's say the user selects USD and GBP under currency then I want two text columns to appear, If more currencies are selected more columns to appear Can any kind soul help me ( I'm using SharePoint integrated with Nintex 2013)

Good Morning!I have a site workflow where I'm trying to compare two dates (both workflow variables). Here is variable 1 from logging, this evaluates to 10/25/2021 12:00AM. My second date is from a list query: this is also logging at 10/15/2021. Here is my Run If and for sanity i'm doing a dateDiff on the side The result is 0. So these dates are definitely the same. Why isn't the Run if tripping?   I guess I could do a Run If the dateDiff is 0, but I was previously told by nintex not to have numerous dateDiffs execute on a workflow run because it will cause problems. This set of logic is within a loop that will definitely execute numerous times. What should I do?

Hello! I'm having a problem creating a workflow for different managers. I don't know which option is the most suitable for my problem when the notification is sent to those responsible they can approve or reject. Currently I only have the option to approve but it is required to add a second option which is to reject. The objective is if they approve the task, the task ends, but if they reject it, they have to give their comments as to why they reject it. Right now the notification is sent by mail, sometimes the person in charge wants to reject the task but cannot since we currently do not have that option. It is important to mention that there are many people in charge but not everyone is sent, what I mean by this is that according to the task there can be up to 15 people in charge or only 2. I hope someone can support me.Best regards

Hi,   I have a workflow built from Form and create a list in SharePoint where all the columns in the list match the fields in the form.   Then i added a few columns in the SharePoint list only.   When i try to use Update items (MS SharePoint Online) task and connect the new fields (after several refreshes), only the old fields are shown up.    What is the linkage logic between SharePoint and Nintex? Thanks.

Hi  I am able to create a folder via Nintex and an item via Nintex. Is it possible to create a link to the folder that can be reached by clicking the item in the list?   Also by creating a list in SP, it asks me for a template. How can i customize the template? I am not able to see the dropdown options.   Thanks.

Hi   Is it possible to upload more than one file to sharepoint that collected in the form submission? Thanks.

I've seen other similar posts but I have never done Javascript before so I don't know where to start.  I want the end user to be able to select a Department from a drop-down which filters on which checkboxes appear for the Security Groups control. I have accomplished this part. However, I want the value of the Department drop-down to set the default value of the checkboxes. In addition to setting the default checked boxes, I also want the end user to be able to select more checkboxes if desired. I have read many forum threads and it seems as though this can only be accomplished with javascript. Below are the details of what I have so far. Can someone direct me as to what variables I need to create, where to add the javascript and a sample of javascript code? I have a Nintex Form with the following controls: Department - connected to "Department" column which is a Choice drop-down. SecurityGroups - connted to "Security Groups" which is a Lookup column control settings:  The List that

So, i have a customer request to be able to fill in a form, save it (which creates the line item ID)..but leaves the form open with the fields still populated, edit it and then save the newly edited data and save that as a new line item. Example: User has to submit 10 separate submissions but some of the fields for each submission would be the same. To save time we need to let the user save one submission after another without closing the form but also creating new ID's for each time they "save".  the "save and continue" button gets me close to my solution except that that button continues to edit on the same line item...i need it to save and create a new line item without clearing the fields on the form. if that makes sense? This form is still in works so excuse the messy layout but just to provide a screenshot example:so, every field that has data would stay populated after they hit save and only the fields with the red arrows would need to get edited and then submit again as a new l

On a panel I would like just the title to be in bold. Selecting the panel and then selecting bold in the ribbon (Format text > Font > Bold) applies to the whole panel - e.g. including all controls inside the panel. So I tried applying custom CSS. Knowing little CSS the only thing I can come up with is to set the CSS class of all controls inside the panel to "custom-font" and to then add the following to Form settings > Custom CSS:  .custom-font {font-weight: normal;} I would rather just apply a direct custom font to all panel titles! Any ideas?

Hi, Can any one please help me . I am converting word document to PDF using Document Conversion Acton in Nintex SP 2010 but i am getting below issue. Issue Description: Error converting document. Conversion jobs did not complete. 1 jobs failed. 0 jobs cancelled Thanks in Advance. Regards,M (+91 9750160885)

In 365 I have installed Nintex workflow and forms (via the classic store).When opening FORMS it loads, and I have the opportunity to edit one of my content types. This all works.But when opening FORMS in a workflow (in action Tasks), the FORMS will load and load and load, and eventually say: Something went wrong. Error while accessing Nintex Forms (correlation ID 2p5Ky). What went wrong and how can I fix this?

Hi all, thank you for reading my post. So, I have an InfoPath form on my SharePoint server, and one of the fields in the form is the expiry date. I need to set up a workflow so that one week before the expiry date in the form someone at the company is notified. I am new to Nintex and have no idea how to figure this one out.    Thank you.  - Proton

Hello,  Im relatively new to Nintex, having issues with the following, im running a Query that looks at all the items in the lists and compares the date in the column (WF Date) to a variable in the workflow (DATE_Today).Currently using "add time to date" set date to "use date when action is executed"When i log i get the value in this format "24/08/2021  3:17:17 PM"then use a query to compare and get the ""String was not recognized as a valid DateTime." error. i set up a test query to get the WF Date values to look and they are formatted as ""2021-10-24T14:00:00Z" how do i fix this?

I have a sharepoint list with two repeating sections: one for a name field (text) and the other for a location with two text fields: city and country I created two XML Repeating Section fields (multi-text) and the data extracts correctly; however, need to know how to do the loop for each when using two repeating sections.  Thank you.

Hi. Been unable to find anything to help with an issue I am having. I have a SharePoint list that has a column titled "Completed" with a yes/no option. How do I create a workflow to go through all of the rows in that list, calculate how many people put yes and how many people put no, and calculate a percentage to be displayed?

Hi, I have a list with multiple content types, and have setup nintex form for each content type. Everything seems working fine with only one minor issue.  When I am in view mode, clicking the edit item button will just refresh the page, and return to home page. Nothing else happens. However, if i click the ...-> edit item, the form populates correctly. Appreciate any advises.

Hi,I have a form that contains checkboxes; the options of which come from a stored proc.The control is connected to a 'single line of text'.However, because multiple options can be selected, the 255 character limit is quickly exceeded.To get around this, I am trying to cycle through all checkboxes, and store the selected options in a multiline textbox.But, no matter what I do, I cannot get the javascript to cycle through all checkboxes. This works:   NWF$(document).ready(function () { var opt= NWF$("#" + chkStaffNames); opt.change(function(){ NWF$("#" + multiAssignedStaff).val(“This works”); }); });     But not this:    NWF$(document).ready(function () { var opt= NWF$("#" + chkStaffNames); opt.change(function(){ //cycle through all the options to find the selected ones var selectedNames = ""; opt.find('option').each(function(){ if(this.selected) selectedNames += this.value + ";"; }); NWF$("#" + multiAssignedStaff).val(selectedNames); }); });     or using:   NWF$("#" + chkStaffNames + "

Hi all I've created a list workflow which changes the permission of each item when created or modified based on information from another list. I'm now trying to find the best/easiest way to run the workflow on the affected items every time there is a relevant change on the other list. A bit more in detail:List A contains a responsible and deputy person for each company. List B contains among other information the company from List A. The workflow on List B changes the permission of the item based on List A, so that only the responsible and deputy from that company can view and edit the item. If some day the responsible person changes in List A, the workflow need to run on each item which contains the affected company to adjust the permission. Can someone please give me a hint how to achieve that the best way? Thanks & best regardsMarkus