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Nintex Workflow

Find resources, discussions, and troubleshooting tips to streamline workflows and automate processes with Nintex Workflow (formerly known as Nintex Automation Cloud).

  • 1,392 Topics
  • 4,418 Replies
1392 Topics
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TootkerSolutionsNovice
asked in Nintex Workflow
Editing workflow is slow

Hi,I am facing slowness while editing a workflow. My workflow current size is 21MB which is less than the maximum limit. But it is very slow while editing and suddenly an page load error pop up and all the unsaved changes are lost.Kindly advise if anyone has faced an issue like this and resolved, thanks!

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LukeRRookie
asked in Nintex Workflow
Send to collection with Microsoft Exchange Online Send an Email in Nintex Workflow Cloud

What is the blue insert option for on the Microsoft Exchange Online Send an Email control? It allows you to select a collection and shows like you will be able to send to all the addresses in the collection, but when you run the flow, it will fail with the following error:-----Received an error response from the connector: {"message":"[NXCSDK.GNR.UnexpectedError] Unexpected error occurred, please contact support.","correlationId":"e3c02593-5d3e-4e11-80d7-32836ccabace","code":null} What is the use of selecting the collection if you cannot send to it? I’m trying to figure out how to send to multiple addresses with multiple CC addresses without having them all be in the To field. It seems like Nintex allows this simple procedure in that it lets you select the collection, but it fails when you run it. If it’s not able to send to collections, then why allow us to select a collection in the To , CC, BCC, and Reply To areas? Do the entries in the collections have to be in a specific format fo

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DavidAD
DavidADApprentice
asked in Nintex Workflow
Pull data from SharePoint Online list and display it on task form

Here’s what I’m trying to do: I have a workflow that adds data to a list in SharePoint Online. I also have a Scheduled Start workflow that is going to run weekly and pull (query) data from the SharePoint list based on certain criteria.Later in the Scheduled Start workflow is an assigned task. What I’d like to do is have that task form display some of the data (i.e., from selected columns in the list), allow the assignee to make changes to it, and then write those changes back to the list.I know there is kind of a way to do something like this using XML and stuff, but it requires that a SharePoint Online start event be used. I have no need for such an event and don’t know how I’d use it in this scenario anyway.I’m open to alternatives to the above. But I’d like it if the task responder could update multiple SharePoint list items with one task.

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DavidAD
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FlorenceScholar
asked in Nintex Workflow
Display Nintex form checkboxes in SharePoint column

Good day everyone,How can I display fields on my SharePoint list: I am using SharePoint 2019 and Nintex 2019, I have these checkboxes on my Nintex form I have placed each checkbox under a panel named categories, what I want to achieve is that, when a user selects the categories then the categories should show or be displayed on a SharePoint column named Supplier categories. Unfortunately, I could not display more than 255 characters in a supplier categories field because it is a single line of text, so I have changed the SharePoint field named supplier categories to be a multiline of text. but I don't know how I can make sure that all the categories that the user selects show up on the supplier categories field, please help.

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Nintex Employee
matthew_mcgrathNintex Employee
posted in Nintex Workflow
Leverage AI to Extract data, Compare data and Route your Workflow

Business processes run on data. But too often, the challenge isn’t just moving data from one step to another — it’s understanding that data, interpreting its meaning, and then making the right decision in the moment. That’s where AI inside a Nintex workflow can transform the game.Imagine a scenario where you need to:Acquire data from a document (invoice, contract, customer feedback, application form). Compare that data to another trusted source (CRM, ERP, compliance rules, another document or historical records). Decide on the sentiment or relevance of that information (positive, negative, unsure). Conduct and automate the right next steps based on the sentiment.Nintex’s platform already gives organizations the ability to connect people, systems, and data with no-code/low-code automation. By layering AI into the process, customers unlock powerful new capabilities. This means workflows are not just step by step actions being performed, but intelligent data driven decision makers. Reduce

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Nintex Employee
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AdrianGaribdass01Scholar
asked in Nintex Workflow
Approve a form within an email

Is there a form variable that allows the approver to approve a form within an email? 

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A
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michukRookie
asked in Nintex Workflow
Update current date column daily automatically

I need a column that shows the current date, so it updates every day, How can I do this? I have a wf that loops every day and updates the current date column daily but wondering if there is a better way as I need to keep the row where I run it from.

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MillaZ
Nintex Employee
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michukRookie
asked in Nintex Workflow
Starting workflow daily

I set up a workflow which has a trigger condition to check if the date in a column is = to the current date. If it is then the WF is triggered. However it not being triggered. I was thinking about starting the WF when a new item is created and using the pause until action but I not sure how many rows will be in my list and have WFs running. If I had 100 rows all with WFs running will this be an issue. I have a another WF which updates the current date column to the current date every day. I was thinking this would be the trigger for the WF above as the column has been modified?  Please advise.Thanks   

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MillaZ
Nintex Employee
P
PabloLScout
asked in Nintex Workflow
Migrate SQL on premises databases without breaking workflow connections

We have a few on premises SQL Servers that are currently used by Nintex Workflow.  They are due for a upgrades and/or migration to new servers (Windows OS upgrades, possibly SQL Server version upgrades).  What would be the impact on the Nintex connections? When I look at the connection definition, it appears that I can edit the connection and set a new database host name, if that name changes at all.  Could it be that simple?  Or is there anything else to re-configure?

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SimonMuntz
Nintex Employee
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manu98Rookie
posted in Nintex Workflow
Examples of JS-Insert usage

Hey Nintex Community!I've been playing around with the js-insert item in Nintex Forms, and, is it a game-changer. It's like a secret weapon for making forms do exactly what you want, far beyond the standard stuff.I've been using it for a few things and would love to hear what creative solutions you all have come up with. Here are a few of my go-to moves to kick things off: Character Counters: I've added a simple counter to a text box so people can see how many characters they've typed. It's super handy when there's a character limit. //Char count$("#yourTexBoxID").keyup(function() {      var charCount = $(this).val().length;      $("#YourTexCounterID").val(charCount);}); Color-Coded Countdowns: This is a step up from the counter. I've set it up so the text box not only counts down the remaining characters but also changes color as you get close to the limit. For example, it might turn green when you have more than 100 characters left and then switch to red when you're down to the last

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SimonMuntz
Nintex Employee
Yhaizley RV
Yhaizley RVRookie
posted in Nintex Workflow
Guidance Needed: Connecting Nintex with Power Automate

Hello!I would like to request your support in setting up a connection from Nintex to send or receive information from Power Automate. Honestly, I don’t have much experience in this area and I’m feeling a bit lost when going through the documentation.I would really appreciate it if someone could provide me with a guide or step-by-step instructions on how this should be done. I’ve been considering using "Call a web service – Wait for a callback" since I need to receive some information back, but I’m unsure about how to properly configure and confirm this process.Any help would be greatly appreciated. Thank you very much!

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MillaZ
Nintex Employee
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NiklasGRookie
asked in Nintex Workflow
The specified value is unknown. [Error Code: TypeCasting.UnknownCasting] when calling API to get file

Hello,I get the following error The specified value is unknown. [Error Code: TypeCasting.UnknownCasting] when calling a xtension which should return an ics file.The xtension is a .net core api and nintex does recognize the specified result type as file.The responses part of the definitions looks like this:"responses": {               "200": {                  "description": "OK",                  "schema": {                     "type": "object",                     "properties": {                        "file": {                           "type": "string",                           "format": "byte"                        }                     }                  }               }            }I tried it according to OpenAPI Specification quick reference and Download base64 files but they differ on the properties part “file” <> “content”. But both ways dont work.But when calling the xtension i get this error.Is there anything, that I am missing?Thank you in advance!Niklas

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MillaZ
Nintex Employee
A
AdrianGaribdass01Scholar
asked in Nintex Workflow
Use of Data Tables

I have a data table set up with two columns:Column 1: Name Column 2: Email AddressThe intent is for the user to select a name in the start form, which auto-populates the email in another action within the same form. The selected information can then be used in multiple forms throughout the workflow.  However, I am only able to make the employee email visible with a label action.  I am unable to use the information within the label action in subsequent forms within the workflow.  Can the selected table information be used as a variable within a text-short action?Is there a way to use the table information selected in a start form in multiple forms within a workflow?See the example workflow below, which hopefully explains my situation. https://deepwater-376274.workflowcloud.com/forms/710c5e97-cbcc-4777-9837-3d06bbb0498a

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Chris_Ben
Nintex Employee
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GanJinSiangRookie
asked in Nintex Workflow
[Nintex Automation Cloud] Form Plugin - Required settings is not working when return data type is an object

I have created a form plugin which will leverage with Microsoft Graph Api to get data from SharePont list and display it as a dropdown component. I have set the required property in the getMetaConfig().I also have the on change event to capture values from the selected option and return the Title and id as object. When I import the form plugin in NAC, the label able to display the title and id from the object that return from the component.  However, the component will always recognize there is no value return, and the required field validation will shows even I have selected an option.I have also tried to change the return data type from object to string and keep the same for the rest. And it will work. When the drop down is selected, the selected value (string) could be display in a label control and the component manage to recognize there is already a selected value.I am wonder if there is any additional steps is required if the return data type need to be in object data type. 

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mt_herculanoNovice
asked in Nintex Workflow
Form storage

I created a workflow from a form; however, for future reference, I would like to store the completed form in a folder on SharePoint. I couldn't find a way to do this in Nintex Automation Cloud. Is this possible?

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LandsEndApprentice
asked in Nintex Workflow
Question on ‘Wait for event in list item', workflow appears to not want to stop waiting.

Hi, I have a question on getting two workflows to work together to get a notification email out to a customer.  The first workflow is where I’ve built a form inside the workflow.  It works as expected and upon submission creates a new record in the list.  Because the form is built inside the workflow and I don’t get the ID until the workflow ends preventing being able to reference that specific record ID in a notification email that was created in that first workflow.  What I decided to do is have created a second workflow that runs when it sees a new record on that list and in this second workflow, I get the ID as expected as the new record ID is seen then on the list   I need the ID so I can send in a notification email in this second workflow a link to that record customers can just click onto to get to that newly submitted record read only.  The Second workflow starts as expected and in instance ‘steps’ I can see the ID as expected but this second workflow appears to hang with this

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Nintex Employee
JohnWielandNintex Employee
posted in Nintex Workflow
Nintex Upgrades SSO: Enhancing Stability, Performance, and Flexibility

We are excited to announce a significant upgrade to our Single Sign-On (SSO) implementation. We will transition from a third-party vendor to an internally managed service for SSO. This change is designed to enhance your experience by offering improved stability, performance, and flexibility.Why are we making this change?By bringing SSO in-house, we can: Ensure Greater Stability: Control over the service allows us to address issues more quickly and ensure consistent uptime. Enhance Performance: Optimized architecture tailored to Nintex’s environment reduces latency and ensures seamless user experiences. Increase Flexibility: An internal service allows us to respond more effectively to customer needs and implement feature updates at a faster pace. Additionally, the current third-party solution will reach its end of life in November 2025. This transition not only brings improvements but also ensures continuity and security for your authentication processes.What do I need to do?SAML fe

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Nintex Employee
Y
yikl
posted in Nintex Workflow
Google sheet data lookup on form

Hi all   I am new to nintex workflow cloud. I would like to use values from a specific google sheet to populate a dropdown.  I use the data lookup control but when using google sheet connector I can only look up the list of sheets in the google drive rather than the content inside the sheets.   Is there any way I can achieve this?   Thanks.  

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RanjitR
Nintex Employee
RanjitRNintex Employee
posted in Nintex Workflow
Uploading Files to Azure Blob Storage from Nintex Workflows

Uploading Files to Azure Blob Storage via Azure Function from Nintex Workflows While our awesome product team is working on a native capability to upload a file into Nintex Data. In some business automation scenarios, you may need to store files from into Azure Blob Storage. This article explains how to achieve that using an Azure Function with an HTTP trigger and calling it from Nintex as an external web service. Solution OverviewWe will:Create an Azure Function App with an HTTP trigger to receive a Base64-encoded file and store it in Azure Blob Storage. From Nintex, call this function as a web service, passing the filename, base64 and content. The Azure Function will return a SAS URI (secure access link) of the uploaded file.PrerequisitesBefore proceeding, ensure the following are in place:An Azure Subscription – with access to:Azure Blob Storage (Storage Account):This is where all the files will be uploaded.Steps:Go to the Azure Portal. Search for “Storage accounts” and click + Crea

590
RanjitR
Nintex Employee
J
jeffoliver1000Scholar
asked in Nintex Workflow
Expired Access Tokens -- Design flaw with Nintex?

Got a call from a user that there were a bunch of issues with some workflows. Turns out that the access token used in one of the connections in the workflow had expired and needed to re-authenticate. OK --- Easy fix to re-authenticate and get the workflows to start working again. BUTHaving workflows fail for this reason is NOT acceptable. I’m looking for a solution to be proactively notified BEFORE a workflow failure happens that a connection has an expired token. This way I can assume 100% uptime in my workflow by renewing the access token BEFORE there is a workflow failure.The connections screen in NWC only shows the date the connection was created. No where is the expiration date documented. So how is a Nintex admin to know when these things expire?Currently the only solution is to wait for a failure (and some angry customers) and then reactively address it by re-authenticating.This seems like a huge design flaw in this product that should be addressed by the dev team.

4338
SimonMuntz
Nintex Employee
B
bsikesContributor
posted in Nintex Workflow
Sharepoint Online Issues

Anyone else having issues with SharePoint Online actions this morning? We’ve had workflows in place for years that are suddenly failing this morning with SharePoint Online actions. No changes to authentication, and the lists/files that the actions are supposed to pull are still there.  The the “Query A List” action, I can create a new action, successfully retrieve a set of lists in our SharePoint Online, but I’m unable to define any fields in that list to sort or filter by.  So it’s at least partially working, which would tell me it’s probably not an authentication issue.  I’ve made a case with support, but I’m just trying to get a feel for if anyone else is having problems.  Thanks!

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Sasan
Nintex Employee
J
JnavarroRookie
asked in Nintex Workflow
Items Ranges with SharePoint

I am trying to go through and making an inventory list via sharepoint. The main key part that I am missing is that the user will put the name of the product in a form and range of numbers and I need to the product to separate into each individual lines into a sharepoint list. So for example product name: Purse, Quantity: 50. Start number: 1 End number 50 Sharepoint list will look like this: Purse #1, Purse #2, Purse #3 through Purse #50.  

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SimonMuntz
Nintex Employee
K
Kammasood123Rookie
asked in Nintex Workflow
Using Task Form URL in Send an Email Task for Team Communication in Approval Workflow

Hi Nintex Community,I’m working on a workflow in Nintex Automation Cloud that starts with an item creation in a SharePoint list and involves an approval process. Our goal is for the assigned approver to engage in discussions with the team (in CC) before making a decision. Ideally, the approver would use the initial email to access the Task Form, participate in discussions, and then return to the first email to approve or reject the task.Currently, I’m avoiding sending the usual task approval email by leaving the Assigned Task email blank in the Assign a Task to Multiple Users action. Instead, I'm attempting to include the Task Form URL in a Send an Email action for initial communication. However, I haven’t been able to successfully pass the Task Form URL to the email.Has anyone successfully implemented this, or is there an alternative approach to achieve this functionality? I’d appreciate any guidance or insights on making the Task Form URL available in the email so the approver can bo

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SimonMuntz
Nintex Employee
M
Melanie GildharryRookie
asked in Nintex Workflow
Send incomplete form email notifications when start form is started but not submitted

I have a Start Form and the first few fields are “First Name”, “Last Name”, “Email” and “Phone Number”. Once these are entered, I basically want a timer to start and if the user hasn’t submitted the form within 2 hours, I want to send an email reminder to them to complete it. After that, I’d also want to trigger another one after 30 days. Is there a way to accomplish this without the user ever actually submitting the start form?

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Chris_Ben
Nintex Employee
Chris_BenNintex Employee
posted in Nintex Workflow
Runtime actions: AI will help you speak any language

Hi all, We’ve used AI to translate forms into other languages since Nov 2023.  It has been a game changer for organisations that have a wide community of users.  However, what happens if the person submits their answers in another language?  Well, that’s very easy using our new AI language actions. First we want to detect what language they were using and we have two options for that.  We could see which language they translated their form into by accessing either of the form variables Language name or Language code. That makes the assumption they switched their form to a different language and also answered in that language which might not always be the case.  Maybe they switched their form to French but still answered in English. So the more robust way of checking is to interrogate one of their answers using the new AI detect language action.  In my example, I have an enquiry form and one of the fields is called “What is your enquiry”.  I pass the value of that field to the detect la

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Chris_Ben
Nintex Employee
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