Nintex Automation K2: Back to basics
Find resources, discussions, and troubleshooting tips to build and manage workflows with Nintex for SharePoint.
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This seems like it should be an easy solution, but I can't find it. I want to start a workflow when an item is either created or updated. I know I can set the start conditions on a workflow, but that would require me to have two different workflows. One for New and one for Edit. What I would like is to set a condition (Edit or New) and then either execute an UPDATE in a database table or an INSERT in a database. I can't see a way in Nintex Workflow to determine if the current list item is new or updated. I realize that I can write a stored procedure that does this, but I am attempting to do it in Nintex first.   Also - is there a way to run a workflow when an item is deleted? I would like to perform a DELETE in an SQL table if an item is deleted.
I am using Nintex in SharePoint 2019 on our company intranet. I have a site page where I am displaying a list view. The problem is, the users are very elderly and I need the font size to be significantly bigger. The browser view settings will not cut it - increasing everything on the page including the banner, logo, etc is not helpful. I need some way to increase the list view item size. The font is so plain and light within the list view. This is fine much of the time but for this subset of users it is not workable. Are there styles I can get to, maybe with a content editor or script editor? Is there some other approach I am totally missing? I am not having much luck finding what I am looking for. Appreciate any ideas.
Hi allThere is not much documentation around Expected duration property of begin and End beacon activities. How to use this? What are the use cases?Here is what I am trying to do: I want to measure the time it takes for an Approver to complete their task.I have Begin Beacon before Assign Task and End Beacon after task completion branches. Our business rule is that Approvers should complete their tasks in 5 days.  Which activity should I utilize to run analytics on task completion: Begin or End Beacon?Any guidance is highly appreciated. TIA
I am using a repeating section that allows customers to request transfer of funds from one account to multiple accounts. The customer will enter an amount in the "Total Amount to Transfer" Single Line Textbox. They will then fill out fields in the repeating section and enter an amount in the "Amount" Single Line Textbox within the repeating section. I have a calculated field setup outside the repeating section that subtracts the "Amount" field from the "Total Amount to Transfer" field. It works great for the first row within the repeating section. But when I add a second row to the repeating section, the calculated field returns a #Value! I am using Nintex Forms 2013 version 2.12.2.0 It works as expected with only one row of data:  Returns a #Value! when I add a second row of data in the repeating section:Â
Hello All, Can you please advise from where we can prepare in order to pass below certification  Certification- Nintex Process Automation Practitioner - SharePointÂ
I have a responsive form that will be used by the public to report environmental issues such as dumping, fumes/vapors, etc. They will choose the incident type from a dropdown list. I would like to have the fields for the activity type, division and complaint coordinator that it needs to route to. Is this possible in a responsive form? I will be using the fields to set up a workflow for the complaint coordinator to get incidents they are responsible for.
I need to create an approval workflow that has many levels, the approval would go like this:Step 1:Manager ApprovalStep 2: Director ApprovalStep 3: Finance ApprovalStep 4: VP ApprovalStep 5: CEO ApprovalAt each step the user sent the approval request would have to select the next level approver to send them an approval task all the way up until it gets to Step 5 for the final CEO approval.What is the best way to accomplish this?
I have a Nintex form and a list lookup field that queries a Site list. The Site list has all the sites for our organization listed in the Title column:ALAKAZARetc. The problem is that the form displays the ID. When I am filling out the form, it shows me the value (AL). When I select the value, it still displays. When I save the form, it displays the item ID in the list (1). So instead of a list with everyone's site locations, I get a list with ID numbers. I have used the List Lookup feature before and this is the first time I have encountered this. Any ideas why it is displaying the ID? It's a direct connection to my Title column. Note: I created a new text column in my existing list and copied the site data into that. I then connected the List Lookup to the new text column and it still displayed the ID. I also created a new Test list and went through everything in that list and the same result. My List Lookup is displaying the ID regardless of the source list or source column. The pro
So I have one list name Electronic Filing Credentials for ECF, my formula is added to a calculated field I have a people picker column call HHR Name and a date column called "Date PAA Added and nested within the lookup is a userprofile lookup. So essentially in my Nintex form you put a person's name in People picker that date shows up. The formula looks like this and it works fine.lookup("Electronic Filing Credentials for ECF", "HHR Name" , (userProfileLookup(HHRName, "PreferredName")) , "Date PAA Added") Now the problem is that Date PAA Added field isn't always filled out. A user can have multiple entries in the list and depending on another column called "Credentials Type" (a choice field with three choices, PACER, State, and Federal) depends on if that date field is populated. And if any of the fields are blank then the formula does not work and that calculated field is blank. So basically the ask is can I also filter within that formula based on that Credentials Type column if it
I have developed one Site Nintex workflow and the functionality is working as expected. The second part of my requirement is to schedule this workflow triggers weekly and for this I set up a schedule workflow for the workflow I have developed but its not trigger( screenshot attached). Could anyone please guide me on this would be great help?Thanks,  Â
Hi all I would like to be able to schedule a site workflow to run on a specific working day. We have deadlines for items to be worked and this is COB the 3rd working day, which next two months is the 5th, but in June its the 3rd. Is the scheduler smart enough to input this? So far the options don't seem to be able to run this way, looking like I can pick the third calander day, tick the box for non-workday meaning it would run on Monday which is the 2nd working day! Any thoughts/work around? Thanks in advance as always
I have a SharePoint list which contain the following field:-   now when we submit a SharePoint item through the Nintex form >> the column will have some XML code:- now i did not create the Nintex form, so how i can check if there is any action inside the nintex form which set the XML code inside the field?Thanks Â
We have a SharePoint online list and a Nintex form >> now when i submit the form i get some validation errors, as follow:-Â Â so from where i can check how these validations are been evaluated?Thanks
I have the following form which was created by another user, and it contains 3 main fields (Article, Description & Returnable), as follow:-Â Â now if we enter the Article >> then the Description & Returnable fields will get auto populated. so how i can check how this is been implemented inside nintex form? here is the form in design mode:-Â Â Thanks
I need to be able to select all and deselect all SQL query results on a specific control in a form. Option buttons, checkbox, or buttons can be the trigger. I've seen others ask this question, but can't find a solution in the community that works on a SQL query multi-select control. Has anyone found a way to do this?
This has been posted but never answered so I'll try again.I have 250+ sites that have about 5 workflows each that need to be deleted as they are no longer in use. I have scripted out a process that looks for a named workflow and a named list and if there are any running instances of that workflow it cancels them, then uses "workflowAssociations.Remove" to remove that association from the list (or site for site workfows). THey still show up in the Site Worklfow Inventory. The next goal is remove them from the site inventory. Is this only possible via the WorkflowGallery.aspx page? Doubtful but..any ideas?
The Nintex workflow did not fail, but I am seeing multiple instances of an error/Exception in our ULS logs for the following error: "Failed checking SetVariableActivity, moving on anyway.". Â
Good Day I currently busying trying setup Workflow with Flexi Task and reminder email only need to start sending after lookup of Date&Time field. Example:Got "Project date" field type is "Date & Time" when they created new item and the user will selected date end and workflow start assigned the user Flexi Task but only require user to action after xx days base on the "Project Date" meaning if i select 4 April date end and it was created on the 1st April then reminder only happened after 4 of April . I understand Flexi task reminder come in interval but can we delay or only send the reminder after that date?
I have a choice list field called Course Title and a single line text field called Course ID.  When I select PDF & PEPS Overview from the choice list, I want the Course ID field to be automatically populated with BSG-PEPS-A. When Project Set Up is selected, I want the field to be populated with BSG-PEPS-B and when Master and Project Documents is selected, I want the field to be populated with BSG-PEPS-C. I set a rule up on the Nintex Form:This rule works for the 1st 2 drop down choices but for Master and Project Documents it reverts back to BSG-PEPS-B and not BSG-PEPS-C. How do I set up this rule for more than 3 choices?
We have the requirement for some validation on a Nintex Form that I can not seem to figure out on my own... Below is the form;  So what we need to do is if the Status field is either "Completed" or "Cancelled" or "Incomplete" then Either the "Waiting Start Date" and "Information Received" fields must both be empty or both be filled other wise the Save and Notify button will be disabled. How I am going to achieve this is by applying a rule to the Save and Notify button that uses an expression that checks the above requirements... I am more than fine if this has to use 2 rules. I just need some help with writing the expression/s. Thank you
please help, we found when the workflow finished. document generation error occured with the message: :"The Underlying connection was closed : A connection that was expected to be kept alive was close by the server"
Hello! I have a workflow with 8 different Flexi task that depending on certain condition they should trigger different notifications. I created each flexi task separately, with their own notification message and task description. The problem is that any time I change one, all of them get updated, if I change the notification message in one, the message is changed in all the other 7. Are flexi task supposed to be dependent on the others? Appreciate your help! Â
Hi Can anyone help with a solution for sequential form numbering either via nintex forms or workflow. In order to meet a client specification I'm looking to create multiple sets of sequentially numbered forms within a list. I have a field called "Index name" which is displayed as a drop down on the form , this looks up from another list. I need the form/ list to generate a unique  & sequential ID based upon the selected value in this drop down. Example: "index name" field gives 3 options  "DATA" "SITE" "STAGE".  Each form is to be sequentially numbered based upon its "index name" field value. E.g if 6 forms were submitted selecting the index name in the following order the numbering would be as such. DATA001 , DATA002 , SITE001 , DATA003, STAGE001, SITE002, DATA004 Any help would be much appreciated.
I have a client that ive created forms and workflows in the onprem environment. They are moving to azure. Is it possible to migrate their forma and flows onto sp2013 in azure or should they migrate to nwc or nintex for 365?
I have a Nintex form where I have a validation rule set when Was the Issue Fixed != Yes, the Estimated Date of Fix field is available (also available on default). When the User selects Yes, the Date issue is fixed field is displaying accurately; however, when the user goes back to select No, the Estimated Date of Fix field is overlapping with another field. How can I prevent this from happening?
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