Nintex Workflow

In my start form, I have a repeating section with several fields, including a “People” field (Sales Rep Name)I want to generate a document that includes the details from this repeating section, including the Sales Rep Name. Example of my generated document:In my Generate Document action, I added the repeating section collection under “Repeating Data”. However, in the Document Tagger, I cannot access the Sales Rep Name. How can I include the Sales Rep Name in the repeating section of my generated document?

This should be really simple:I’m starting my workflow with a form.     The form has a “File Upload” control, for the user to upload an Excel file.     I save it to form variable “Excel file”, and click [Submit] Next, I call SharePoint Online, Store a File. For SPO.Store a file “Source file”, I HOPED I could just use “Start event > Form variables > Excel file”.PROBLEM:No such luck.SPO.Source file wants a Nintex “File” object; Form variables.Excel file is a Nintex “Collection object”, and I can’t see any way to copy the upoaded Excel file to SharePoint Online: Q: What should I do to copy an Excel file from Nintex workflow to SharePoint?

I have a workflow that allows a customer (external of the tenant) to request a credit application in order to open a credit account with my company. When the customer fills the request, they are required to sign using the “Signature” field in the form. However, we would like the signature to be certified.Can the customer’s signature be certified — for example, through a Qualified Electronic Signature (QES) generated using a secure device (such as a cryptographic key, smart card, token, or qualified cloud-based solution)?Are any of these solutions can help me and how: Nintex eSign, DocuSign, AdobeSign ???

How as an admin could we redirect a task that was originally assigned to one user, and re-assign it to a different user after it's been sent out?I have the option to complete the task myself, but that is not what I’m looking for.  

I am trying to update manage metadata field using update list item, but I couldn’t get it to work. As you see on the attached screenshot, I assign the guid label and guid on variable and assign the variable to the metadata field but couldn’t get it to work. Could you please give me some advice?

PROBLEM: I’m designing a workflow where I need to 1) send a notification, 2) send a second notification if there’s no response after three business days, 3) send a third notification after another three days, and 4) “terminate” if still no response after the 3 notifications/9 business days.QUESTION: How can I efficiently implement - and use - a “date table” that will account for “weekends” and “holidays”?

I am using Nintex Workflow online and configuring a Start form. I am trying to set the default value of a Choice - Multiple control on the Start form with the choices selected in a multi select column from an existing item in a SharePoint online list item.Is this possible?

Is there a way to easily generate a JSON output from the form submitted? I am new in that specific space and would love an action or something that could easily summarise the form and captured information and generate a usable JSON. I need something that does that and appends the JSON file to something like an email action. I also want to try and avoid having to use SPO etc to store the file and then retrieve the file. SmartIQ and other such forms and workflow engines can do that natively, however Nintex does not appear to have something that I would consider a core easy win.Thanks.

I have an enquiry regarding the email issued from Nintex from a given tenant / organisation.Is it possible to (from a given form and workflow) reply to an email sent from Nintex in response to content received in order to start a new workflow process?I.e. A user fills in a form asking to have something sent to them (reports etc).Assigned task sends this request to a nominated user (or group). They can read the saved information and reply back with a text field. This text field is captured and as an action post the assigned task, send email with the ‘REPLY’ embedded.The Workflow ends.THEN the original user receives the response and then decides, no i wanted something else OR files a complaint or something.Can that user ‘reply’ to the email received (permitted a Reply TO) was added to that email which could then interact with Nintex Automation Cloud?

Hi Team,We have a requirement to trigger Nintex from a Salesforce Flow in order to generate a document with merge fields, tables, and related data.However, when creating the Flow in Salesforce (sandbox environment), we are unable to find any Nintex actions available.Could you please confirm if there is any additional setup required on the admin or configuration side to enable Nintex actions in Flow within a sandbox? If so, could you guide us through the necessary steps?Thank you.

Hello, I need to obtain all the field values from a task form and send it to an API.. Few times in the workflow.I was wondering if I could get an usable JSON form of the Task form?At least if I could move all of the controls inside a Repeater, will I be able to get useful JSON - the same way we used to get XML when using "Nintex for SharePoint" repeaters? Sample formand the cryptic output I get. The JSON variables have some random text appended. Thanks in advance.

Hi Folks! I am not sure I am describing this properly but since the of May update, when you approve a task, the task panel does not close automatically when you click off of it. You have to close it manually which reduces the efficiency a little bit. Has this been addressed? Has anyone else noticed this change?

Hi there Nintex Community,I have a trial tenant for Nintex Workflow Cloud.and used the Nintex Gallery JS-Insert installation steps to register the plugin in my Nintex Automation Cloud tenant using plugin hosted athttps://ashleypresalesfunctions.blob.core.windows.net/nac-plugins/js-insert.jsI was then able to drag the JS-Insert control onto my Nintex form start event form, however when I select the JS-Insert control I only see a single line element to enter the in the JS to Execute field as below:These posts indicate multiple lines of JS are possible.JS-Insert Functions to Execute | CommunityExamples of JS-Insert usage | CommunityIs this a limitation of the hosted plugin I am using at “https://ashleypresalesfunctions...”?I also downloaded the template js-insert.zip file and tried to “Add plugin” and select the downloded  js-insert.js file, but that generated an error “Failed to load the plugin definition”Does anyone know if this js-insert plugin supports multiple line JavaScript?

I have an external data variable that I’m using to populate a repeating section. In order for this to work properly, I need to name the repeating section form controls using the unique identifier names of the related external data variable columns. An example: External data variable column name “Lead (Email)” is unique identifier “Lead_Email”.External data variables don’t automatically display their columns’ unique identifiers, so I find myself guessing at the unique identifier names. Is there a way to view/display an external variable’s column’s unique identifier?

Exciting news in the Nintex camp today as we release the public beta of the MCP connector for Nintex Workflow.  If you're not familiar with the term Model Context Protocol (MCP), it's a standard that lets AI assistants connect to systems such as Nintex.It is a beautiful thing.  AI tools such as ChatGPT provide reasoning and thinking but to actually do things, they need access to tools.  Nintex is one of those tools and you already know how powerful Nintex is so we're providing these AI assistants with a lot of power!This blog shows you how to set up your MCP connector and then takes you through some examples of how you can interact with Nintex.  It's only the tip of the ice berg though so I'd love to see in the comments what you achieve with it.I've used Claude desktop as my example AI companion for all screenshots.  At time or writing we also support Copilot via VS code and we are actively releasing support for other companions. SetupThis is super simple.  All you need to do is to log

Hi everyone,I want to use the Nintex API to create multiple users at once.I am using the Create User endpoint: POST /usermanagement/v1/tenants/{tenantId}/usersHowever, I cannot get it to work. I keep getting this error when I try:JSON{ "type": "https://tools.ietf.org/html/rfc9110#section-15.5.4", "title": "Forbidden", "status": 403, "detail": "Forbidden", "instance": "/tenants"}  i have provided the token that is global administrator role. Which it still not allow to create. I have a questions:Is there anyone use different method to batch create Nintex Workflow Users? Thank you for your help!

Is there a way to extract data from an exchange receive an email trigger email since it outputs as HTML? I need to someone extract the name, email, course name and date from this email.  Business is content on using the receive date as the date the course was taken. But the rest is in the body of the message and subject line. I proposed a string in the email body and then after running tests to apply regular expression, realized that it’s coming through as HTML. Is there an easy way?The end goal is to store the extracted data into a SPO list.

I have a task with multiple tasks which have controls linked to other tasks. The tooltips of each linked control shows the source as ‘{{source}}’ and not the actual source. Can others verify they see the same thing? I’m about to put in a feature request to show the actual source and not just the generic ‘{{source}}’ in the tooltip.In this pic, I have 4 other tasks with identical controls. Each of those controls are linked to the controls in the pic. Some are linked multiple times. They all show the same tooltip which makes it so you cannot identify which source each is linked to. I’m putting in a feature request to get this fixed if it is, in fact, a feature and not a bug.  

Hi,Is it possible to export form submission data into an XML file using Nintex Workflow?My goal is to take the form data, generate an XML file, and then store or send the XML file as part of the workflow process.If this is possible, could someone point me in the right direction or share an example of how it can be done?Thanks in advance.

Hi Community,We have a workflow that generates a PDF agreement and sends it for e-signature using Nintex AssureSign.Once the document has been signed, the workflow stores the signed PDF agreement in a SharePoint folder structure organized by Customer ID and the current date.We now need to submit the signed PDF agreement for government stamping. As part of this process, the workflow needs to retrieve the signed PDF from the SharePoint folder. We have tried using the Get a File and Query a List actions; however, the workflow is unable to locate or read the signed PDF from the destination SharePoint folder.Could you please advise on the recommended approach for retrieving a signed PDF file from a SharePoint document library when the folder path is dynamically generated based on Customer ID and date?Any guidance, best practices, or sample configurations would be greatly appreciated.Thank you in advance for your assistance.Liy Liy

Hi Team,Can advise what is the error message means?We were trying the API integration via Postman testing and is working fine however when apply into Xtension and it prompt the error as below screenshot.In step1 using Xtension able to get client access token. In step 2 to get Authenticate Enterprise User token and it prompt error.  

so we have a current onprem that take a SO# and type and get the detail from ERP systemthe question is if I use a data lookup, how to hold multiple SO#/Type and then to put the detail to a repeating section.   I know a little bit about xtensions, but not sure if the forms itself can do it.

Is there a workaround (rules or something) to disable ability to add/remove rows in a repeating section after default has been set? We just need people to add additional information to existing rows, not add/remove anything.  Please advise!