Nintex for SharePoint

Hello, I'm completely new to Nintex and I got a added to a onboarding project that is using Nintex form and workflow. I was able to update the existing Nintex form. Part of the form need to be filled out by HR, the rest of the form need to be filled out by the hiring manager then the form input should be submitted to IT. Once HR fills out the form I want to use "assign to do task" action to the hiring manager with link of the form. So hiring manger can click on the link and fill out the information. Do I include the link of the form  on the task description? There is a required content type in this action. What are the content type used for in Nintex workflow? do I need to create content type on my SharePoint list or create in Nintex? I really appreciate any resources available in this topic.

Hi,  I am encountering an issue with Nintex Workflow for the Send Notification action, whereby the action fails with the following error :  Failed to send notification. Object reference not set to an instance of an object. The Send Notification action does not fail if I put the e-mail address directly in the action like so : However if I place the same e-mail address in a variable or read it from an item property and use that variable/item property in the To* field , the error occurs.   I am also logging the variable in Log to History action and it is being logged correctly. Any help with regards to either debuggi

Hi, I have a form that uses people picker. I need to copy the people picker name and change it into a string so I can store the persons name as a string and save it in a workflow collection variable (to be used in a generated document).   Thanks for any help.   Andrew

Hello,I made a form using Nintex Forms and it includes a repeating section where users can add several lines. By default, the repeating section displays 3 lines. The user must at least complete one line. The 2 others are mandatory and must be deleted before the user submits the form. When, the two lines are removed quickly (by clicking on the X), sometimes an error message is displayedThe translation of the error message says : This form has design issues that are causing errors. Contact the designer of the form to correct them.The form reports the following errors:Cannot read property 'call' of undefined What I have tried so far : - I tried to debug the JavaScript code, but I don't have any errors- So

Hello,i would need your expertise with the matter below. My flexi task isn't sending the task notification email . It happened intermittently. It only happens for the entry which has the attachement more than 4MB. Is there a limit for flexi task or WF for the email notification ? Best Regards,Thilagarajan

I have a boolean Yes/No hiding a panel with three controls. One of them is a number column with a default of 0. I'm trying to have that column required if the boolean is Yes and the number column still has a zero in rather than any other number. I have below but it's not working. As always thanks you to everyone for your help. contains(Yes/No Column, "true") && not(Hours, "0")

Hi, I would like to attached documents that are generated by Doc Generation action to the same list item? How should i go about it, if only we can. please advise?Kam 

Hello! My form has multiple stages. Brief description is as follows: 1. Requestor fills form and submits to Approver2. Approver sees previous information from Requestor, then fills in more fields that was previously unavailable to the Requestor In the Approver section, I included a People Picker control, titled Name of Approver, to default to the Current User. It seems that the field will not default while in Edit mode. I tried to change the SharePoint column to a single line text field to try a Set Value rule and that did not work either. A second solution I tried was to make the People Picker into a Calculated Value with Formula set to Current User that recalculates on Edit mode. This fills out the Calculated Field correctly. However, when the Approver attempts to submit, there is an error: "Please address the following:Invalid text value. A text field contains invalid data. Please check the value and try a

In SharePoint 2016, I created a list that has a repeating section. I now want to extract field values from the repeating section. Created a List workflow that has QueryXML in it.  I am able to retrieve values using XML Source = XML.But I do NOT know what to put in "URL to XML file" How do I know what is the URL to XML file? Thanks. Mayank  

This has been working well for quite some time.  Suddenly, I have one (new) manager where it fails to look them up.   Any suggestions as to where I begin troubleshooting? Using a set field value, equals "user profiles", source "account name - email address when account name equals workflow data variable that is the manager's email address.   We use a SQL query to populate the variable from our HR org chart system. See photo for the detail.   The manager's profile does indeed exist in Sharepoint and it contains the correct email address.  Works for every other manager...   

This is probalby an easy question, but when starting a workflow using the StartWorkflowOnListItem via javascript, the start form doesn't appear. It just runs the workflows without showing the start form. Is there a way to show the start form? The start form variable is a list of users and the workflow simply sends them a notification. Note: it does start the workflow and returns success.  I wasn't able to find anything that address my issue. Here is my function. function startNotificationWorkflow(wfName, itemId, listName) {var associationData = '';var webMethod = _spPageContextInfo.webAbsoluteUrl + '/_vti_bin/NintexWorkflow/Workflow.asmx';var soap = "<?xml version=""1.0"" encoding=""utf-8""?>" +"<soap:Envelope xmlns:xsi=""http://www.w3.org/2001/XMLSchema-instance" xmlns:xsd=""

I have a responsive form that the user wants to show the User's manager and the Branch Manager, Asst Director and Director.  In am able to add a calculated value for the current user to get the supervisor to populate, but I need the Supervisor's Manager to populate and then that Manager's manager to populate if possible.  Is that a possibility?

Hello,In my form I have 2 fields Requestor and Steward that will either hide or show the fields.  When you first come into the form you are the Requestor but if you are also the Steward (Requestor ='s Steward) you will see all fields and you must complete.  BUT if the Requestor and Steward are different ppl then I want certain panels to be hidden to the Requestor.  Which I have a rule that makes all this work.  The problem is when the Steward receives the email they have to complete the rest of the form I need the panels to show but I can't figure out how to turn the panels back on. Right now per panel I have 2 rules attached to each one for the tabs so you can tab between each panel and then the one that says if Request!=Steward then hide.  When I add new rule to say to say Is Edit Mode && Toggle it does not show the panel.  Note my toggle is set to default No and updated during a workflow to Yes after steward receives email that they have to complete the form

Hi all,sorry for newbie question.I have a form, where most of the controls are visible for everyone. But I have a few dedicated users which should get additional controls (mapped to list columns). I'm stucking with the condition to fire the rule.I already searched in this forum and other places but with no success.My last try was:Aktueller Benutzer != 'domainid3s6u' || Aktueller Benutzer != 'domainid7m2u' || Aktueller Benutzer != 'domainidfv4u' || Aktueller Benutzer != 'domainidnhba'where "Aktueller Benutzer" should translate to "current user" (sorry, german)hide is checked Many thanks!

Hello everybody,   I am a new user of NINTEX, I have a SharePoint list with i multiple repeating section data form, to get multiple values in a row I make XML Request, in my XML Request I make XPATH in outputs.   Today my values are not separate by space. I want to separate values by space or make a return to line between each values.   Thanks to all for reading this post, And Thanks a lot for the person who have advice for me !! ^^ Regards,  

I need to be able to send various emails depending on which rate segment is selected on a form. The field is a check box that can be multi-selected. I am currently using switch and I know that switch can only use text or list ids. What would be the best and easiest approach to be able to send specific emails to each rate segment? Right now my workflow just skips entirely over the switch actions. Please see workflow screenshot attached. 

I haven't had any luck finding this in Search so I'll attempt to explain what I'm trying to do. I have a Nintex Forms form running a Nintex Workflow behind it.  One of the steps in the workflow is to assign a To-Do task to one of several individuals.  I'm trying to see if I can get the "Assigned To" field in the Task screen to populate a field in the Nintex Form so that whomever is viewing the form will know who the task is assigned to.  Is this possible?   

Hello!I currently have a form with multiple panels. Each panel pertains to a particular group and stage in the process. The process and stages are as follows: 1. Requestor views the form and fills out the appropriate fields2. Approver is then notified once the Requestor has submitted their portion. The form will be editable (they can edit the Requestor answers/fields) and they will also be able to work on the next panel of fields. The Approver will then have a 'Submit' button.3. When Approver submits, the form will display 3 additional panels, each panel for 1 group: Group A, Group B, Group C. Each Group has to fill out their appropriate panel, and they all have their own 'Submit' button. 4. Once submitted, a last Entry group will review all the information and finally save the record. My question is, what is the logic that can make this happen? My SharePoint list has a Status column. If I hide panels on the form with the r

I'm using Nintex for Sharepoint on-prem and I want to send attachments to external emails, is it possible?

Hi everyone, I have an issue where I've created a Nintex form with attachments. However, when a user attaches documents they remain within the task and don't transfer to the list item the task is running on.I can see lots of posts about resolving a similar issue where you need to see list item attachments in the form but I need the task attachments to appear on the list item!I would have thought this would be a pretty standard thing to do but apparently not! 🙂Thanks for your help.

Hi there, We currently have a problem with one of our lists. There are two workflows configured on this list:  But as soon as I want to start a workflow, I receive the following overview:  As you can see, there are more workflow displayed. We assume that this is due to the fact, that we have initially copied this list (as we now observe with workflows :o).How can we get rid of them, it seems that this is confusing the complete workflow system here?! Cheersmai-kel

Can anyone suggest if there's way to delete existing duplicate item -keeping the recently created item ?Example List a ITEM 1 - Created 28-04-2021 00:00ITEM 1 - Created 28-04-2021 00:10.  The list should delete item create at 00:00 hours 

So far, no luck in figuring this one out.  I have 2 date fields in my form.  In the 1st field (Date), a user enters a date.  The 2nd field (Recertify Date) then populates with the entered date plus 365 days.  My issue is...I have a Nintex Workflow that would look at that Recertify Date and send out a notification 45 days before the date as a reminder.  Since that Recertify Date field is a Calculated Value field, I can't find it to use within the workflow.  Is there a way to get the value of that Calculated Value field into an actual field that the workflow could then use?

Hi EveryoneI have a workflow that is creating a DocGen which I would like to be saved to the list item. The workflow creates the document but fails at the point when it should attach to the item.This is the message I get. FileName being the name of the DocGen file.Document Generation error: Processing error. Failed to save output {FileName} If I have no attachment on the item it will attach without issue.If the item has an attachment already it fails. (An attachment that is different from the DocGen) Has anyone experienced this issue before?

HI Everyone, I am working on a simple site workflow where I am trying to use query list action to bring back all Work Order number that are null and created date is in the past 7 days but if i try to use Work Order number is null, it bring back results but as soon as i introduce Created column it brings back nothing. I am using date calculator field to calculate date.   please advise?   Thanks in advance,Kamra