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Nintex for SharePoint

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  • 2,242 Topics
  • 5,626 Replies
2242 Topics
Karin_EM
Karin_EMNovice
asked in Nintex for SharePoint
EndsWith validation

Hi, We are creating a Digital Good Outwards pass. In form user can add approver (people picker field - in SharPoint list = "Authorized approver")However only employees can approve.  Directory also contains contractors (name /C) and contracted services workers (name /CS). I want to add a validation in the form that when "authorized approver" ends with "/C" or "/CS" message pops up that only employees an approve the form. I tried with Endswith but this does not work or I did something wrong. EndsWith("Authorized approver", "/C")

250
Karin_EM
2 years ago
F
FramJamesgot
posted in Nintex for SharePoint
SharePoint Structure foundations

ven't found any insights on this question any previous post and through a Google search.Our org is looking towards utilizing SharePoint and decommissioning our NAS. I will be creating a site for each department, sales, hr, and accounting.We have six sales teams. Each team should not see each teams data. Their may be some rare occurrence where a sales team might want to share data with another team. This would be unique scenario for collaboration.For each team should I? Create a new site for each sales team, with its own document library. Each team will have a document library under the sales site. From my understanding this is the best time to set a proper foundation and permission set than later on.  

80
F
2 years ago
A
Alkish061220
posted in Nintex for SharePoint
Can we change Content type after importing reusable workflow

Hi,   I wanted to know that if I importing my Nintex reusable workflow( on SharePoint 2013) from one environment to another (suppose Production to UAT) then , can I change content type after importing the workflow. If yes, then please let me know the steps.   Thanks

70
A
2 years ago
M
MatrickEganlan
posted in Nintex for SharePoint
Nintex Error Notifications automatically

I am trying to find a way to set the "Workflow error notifications" settings via Code or Script (_layouts/15/NintexWorkflow/ErrorNotifications.aspx?scope=web) on a SharePoint 2016 onPrem.We have multiple sites, that have different email addresses, that the error notifications have to be sent to.

140
M
2 years ago
MegaJerk
MegaJerkScholar
asked in Nintex for SharePoint
Best Practice Question – Tracking Multiple Item States

This is a general best practice question for people who have been around the block a few times with Nintex Workflow for SharePoint (on prem, though I'm not entirely sure that it'll matter). The Basic scenario is this.  I have a SharePoint List we'll call "Orders" that has a Nintex Form for the only Content Type (Order) available. The Order Form contains a Repeating Section of 'Line Items' which can be filled out by the user. Those Line Items, at some point further on in the process, will be converted to individual Items on another List (let's call it 'Line Items List') on a different Site.  Each one of thoseLine Items have a workflow which runs on it and carries it through various States as people complete tasks and verify the integrity of said work.  However, at a particular 'State', I would like to create a SINGLE task back on the Site containing the Orders List, so that the Order's creator can do a final verification of all the uploaded / modified data on those Line Items.  This is

410
MegaJerk
2 years ago
R
RLNtelRookie
posted in Nintex for SharePoint
Logging metadata to a separate list

Hello, A separate system has been added to our environment for the management of corporate records instead of using the SharePoint Records Center. To facilitate the move, the Nintex control 'Copy to File Share' is used when an item is declared a record. This issue arises when the item is created in the file share. Specifically, the created date and the created by fields are set in the file share at the date the record is declared by the last user authorized to declare a record. The organization requires the original creator and original creation date as well as other captured metadata from the item's document library. I'm not aware of how to set, or if it's even possible, to set up the file share to accept sharepoint metadata fields. My next thought is how to capture the required metadata for each declared item in the document library into a list. Any suggestions? Thanks in advance. 

30
R
2 years ago
K
KateUhlerredalf
posted in Nintex for SharePoint
Migration in sharepoint

Hi I have a site in SharePoint 2010 with approximately 2000 documents distributed in three libraries. The documents are stored in a complex folder structure so its hard for owner to reach to a document. Now we have to move these documents in SharePoint 2013 environment in a new and simple design. Can anyone suggest me which approach I should take for the new design. I have read that folder approach is not a good design. We will be using CQWP/LVWP to show these documents so I was thinking to create different columns as metadata properties instead of folders. Any suggestion is greatly appreciated!!

100
K
2 years ago
D
DeepMohinman
posted in Nintex for SharePoint
Has anyone used Nintex

I’m looking at Nintex for a client they have some workflows that need some glue ware and are on prem sharepoint 2016. Any one have experience?

100
SimonMuntz
2 years ago
N
NobbyBarnes_SPNovice
posted in Nintex for SharePoint
Database Migration Method capturing workflow history

Looking at using the database migration method to migration on prem workflows to a new on prem farm. WIll this method retain all workflow history? I assume yes as all the tables are copied but double checking here. Thanks 

300
SimonMuntz
2 years ago
A
ALX
asked in Nintex for SharePoint
Terminate previous workflow instances

We have a simple reminder workflow: 1. Wait until specified date (Sharepoint column) is reached.2. Send out mail. But now I want to change the date of the reminder-column and i need to automatically terminate the old workflow instance which is still waiting for the old date. Whats the best way to do this?

1900
B
2 years ago
G
gianplod
posted in Nintex for SharePoint
Task forms keep replacing each other

Hello everyone, I've been dealing with this issue for about two weeks, and I really can't seem to understand why it happens nor how to solve it. I've designed a Nintex Workflow (for SharePoint 2013) that uses a state machine with four states, three of which have some kind of task form action (mostly flexi tasks). The problem is simple: in more than one occasion I've found that the task forms are replacing with one another. Right now, I have a flexi task that, once I finish editing its form, it replaces the task form of a Request Data action that I have in other state of the machine. It's not spontaneous, but if after editing the flexi task task form I try to edit the Request Data task form, all of the buttons within its ribbon are greyed out, and if I then save and open the workflow again, I find that the Request Data action has been replaced by the flexi task (LITERALLY replaced). If, instead of saving, I go and try to edit the flexi task again, I get this message warning me that the

850
G
2 years ago
A
anjet
asked in Nintex for SharePoint
Update multiple fields of a SharePoint list from another list using Nintex workflow

I have 2 lists - List A and List B. List B is a mirror copy of List A. So currently both of them have exactly same content(300 items) and they have 40 columns.What I want is that if someone edits an item in List A(multiple fields, say 20), then that item should be updated in list B(with all the fields) using Nintex. I know I can use 'Update Item' action of Nintex but that would require me to configure logic for all the 40 fields and that would be tedious. Is there any other shorter way to update all fields of List B when an item is updated in List A?

1870
B
2 years ago
B
bimi82
asked in Nintex for SharePoint
Send email to each user using For Each Loop

Hi The purpose is to send an email to each requester.I have used a QueryList to store the [IDs] into a collection = col_IDsNow, at the For Each, I set as following;Target collection:  col_IDsStore result in: txt_IDs Then, I added the email to say send to Requester.But it does only send out to the 1st and same requster!How, do I make it so it loops for each ID in the collection and then sends email to the relevant Requester of each Item with the Ref Number, etc.?   

5310
T
2 years ago
K
kmr
asked in Nintex for SharePoint
How to get a report of all delegation rules on a SharePoint site

Hi all,I'm looking for a way to get a report with all existing delegation rules on a SharePoint OnPremise site. Any help would be appreciated.Many thanks in advance.KMR

330
K
2 years ago
J
JHjalmarsson
asked in Nintex for SharePoint
XML Cleanup to a nice format

Hi Everyone, Have built a workflow that looks at a multi line column in SP 2013 which holds a repeating table data. I have got to the point where I have the xml and can query it. However it just looks awful when I use the variable in an email.  First i clean it by using fn-XmlDecode({ItemProperty:TestColumn})Then i regex and take out the <?xml version="1.0" encoding="utf-8"?>Then i Query the clan xml using Xpath //RepeaterData and store it as TextThen a for each to loop through all the itemsThen a collection operation to "get" the dataAnd I store it and use the variable in an email This is the XML<RepeaterData><Version /><Items><Item><c613aaf0-24e3-4e36-8f34-36c7b9ad1764 type="System.String">Test details</c613aaf0-24e3-4e36-8f34-36c7b9ad1764><ddlAccessTypeModule type="System.String">Open Plan</ddlAccessTypeModule><ddliFlightModule type="System.String">Select</ddliFlightModule><Network_AccessLevel type="System.String"&

780
J
2 years ago
M
MichaelRollins
asked in Nintex for SharePoint
Panels and Fields Covering Each Other

Hey all, I've finally put in a lot of hours into making a complex form work where if you choose an option (out of five options), it will hide some fields and reveal others. Since there is a lot of overlap of fields for each options, I had to create panels within panels.The way the form currently works, if I start with the default and then choose the right version of the form I want, it looks great (except for two fields and their corresponding labels) and shows what I want it to show and hide what I want it to hide.  When I select a different version of the form three times in the same viewing, one after the other, fields start getting out of line and cover each other as shown below.    If I go from the default choice to any other choice, the form looks good. Another issue (as listed above) is that I can make it work, but any time I put a rule on the field and try to hide it from a view, it causes fields in a way similar to what's shown above to happen on a bigger scale. As long as I d

1920
M
2 years ago
M
MatrickEganlan
posted in Nintex for SharePoint
Updating a field in the Nintex sharepoint task list from the Nintex workflow

I am creating a Nintex workflow in SharePoint 2010. I have a requirement to update a field in the Nintext SharePoint Task List from one of the action in work flow. Is it possible achieve it?

930
SimonMuntz
2 years ago
rei_dipetersen
rei_dipetersenRookie
posted in Nintex for SharePoint
Configure Nintex Workflow 2019 to use Microsoft365 for SMTP

We used to have a local SMTP relay set up that sent all email through microsoft SMTP.  We configured Nintex to use this local relay.  There were some changes to the authentication on the Microsoft side so email notifications stopped.   Does anyone have Nintex Workflow for SharePoint (2019) configured to use Microsoft365 as the SMTP server?  If so, what settings are you using.  The account that we use to send email has an M365 account.  

570
rei_dipetersen
2 years ago
N
NK01
posted in Nintex for SharePoint
Nintex Regular Expression

Hello All, I am fetching a Share Point URL from a column and It has site URL details . https://domainname.net/sites/SiteNumber/Subsite/ListName.aspx   [This is the format, And domain name will differ for every entries in list] I need to extract the URL only till Site number that is Ex:  https://domainname.net/sites/SiteNumber for every entry. How can I do this.     

450
Garrett
2 years ago
L
llyehockRookie
posted in Nintex for SharePoint
How to prevent save "Nintex form" conflict where multiple approvers access the same form?

Hi all, I have this Nintex workflow (on SharePoint 2016 on premise) where the system will auto route the Nintex form to 8 different reviewers concurrently via email to edit their comments into a Nintex form with 8 different sections (1 section for each of the reviewers). The issue is that when someone is editing the form, the rest will have a save conflict on the same form. Is there any way to have concurrent updates on the same Nintex form or to prevent save conflict on a list?

900
Garrett
2 years ago
M
Malcorr
posted in Nintex for SharePoint
Nintex Rule Formula with 2 conditions

Hello,  I have a form in which I first need to select a content type. There are 2 options: "Discretionary" and "Controlled". Now, when the content type equals "Controlled", there is another field called "Record Type" that is mandatory. Therefore, I need to create a rule so that when "content type" is "controlled" AND "Record type" is Empty, the user gets a validation message saying "mandatory field" I managed to get the rule for "Record Type" being empty but I'm not sure how to add the AND and the other condition and get it to work. See attached 

1990
Garrett
2 years ago
A
anne111101
posted in Nintex for SharePoint
Email notification whenever field changes - not only when it happens first

Hello Nintex-Community, I have some basic experience with Nintex-Workflow but I cannot find a solution for my problem even if it seems to be a pretty simple one:  I have a list with column "lock state" and it is a option field that says "true" when blocked or "false" when not blocked. I want a worflow that send an email to a group of person any time the "lock state" changes in the one or the other option. I assume I will need a ribbon function, but I am not sure how to use it. Can anybody help, please?

4210
A
2 years ago
L
llyehockRookie
posted in Nintex for SharePoint
Allow user to enter new values not found in the list loop up field

Hi all,I have the requirement to allow user to enter new values not found in the list loop up field after the user browse the existing list and finds that there isn't any value to meet his requirements. Is there any work arounds?

290
Garrett
2 years ago
J
jean-luc_micloRookie
asked in Nintex for SharePoint
Nintex for Sharepoint 2019 Subscription

Hello, Do you have any planning for the release of nintex for Sharepoint 2019 subscription. We need to migrate our sharepoint 2013 and it is planned to upgrade to this version very soon.   Regards, Jean-Luc

310
cecilia-penha
2 years ago
S
sanketshah_18
asked in Nintex for SharePoint
Nintex Site Workflow - URL Issue

I’ve created site workflow which is running on top level site and going through all Announcements list on sub-sites level to retrieve value/content from Body column (which is Multiple lines of column type with Enhanced rich text option) and sending Body column value in send email workflow action. Issue: Somehow Site workflow send email activity is changing absolute URL to a relative URL for Announcements body text, so when I received email with hyperlink it has relative URL which is broken URL without SharePoint site name.e.g. Email has /sites/subsitename/listname/documentname URL instead of http://webappURL/sites/subsitename/listname/documentname. Interesting thing is, if I create and run workflow on list level and use send email activity to retrieve value/content from Announcements Body column – everything works fine, I’m getting absolute URL from list workflow but site workflow is not appending web application URL to all the links inside value. I saw someone also has similar issue l

1760
N
2 years ago
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