Nintex Workflow

Hi everyone,I have a question about task assignments and PDF generation.When a task assignment is completed and the form is submitted, we can download the results as a PDF from Tracking.Is it possible to add a step in the workflow so that, once the task is completed, the generated PDF is automatically taken and stored in another location, for example in SharePoint?Has anyone implemented something similar or knows if this is possible?Thanks!

I have a Nintex Workflow online start form with a Choice - Single control set as a drop down. The Options setting in the control is set to use a Table Data variable to get values for a Data table. The column in the Data table is a Location name (which are City names).Locations were initially added to the Data table with those values being in alphabetical order. New rows were added in table, but those values appear at the bottom of the table and are not in alphabetical order.On the form, the values in the Choice - Single form control appear in the order that they were entered and not in alphabetical order. I am looking a way to sort the choices alphabetically in the Choice - Single dropdown control. Is there a way to do this?Order of rows entered into the Data table and how they display in the choice drop down control on the form:AtlantaBostonChicagoNew YorkLos AngelesBaltimoreHoustonDesired way for then to display in the choice drop down control on the form (in alphabetical order):Atla

One of the most common challenges we come across is: “How do I let users submit multiple related items in a single form, while keeping my data structured and my automation flexible?”Many real-world use cases like equipment requests, expense claims, orders and inspections don’t fit neatly into a single‑record model. They need one primary record with many related items.Repeating Sections are now supported in forms linked directly to tables, unlocking powerful new design and automation patterns. How is this enabledPreviously, Repeating Sections were only available in forms attached directly to workflows. This update expands that capability and gives builders more control over how and when automation runs.Repeating Sections can now be added to forms linked to a tableDesign rich, relational data capture experiences without requiring the form itself to be workflow‑bound.Greater flexibility in workflow execution using table eventsTrigger workflows as needed with greater flexibility e.g. on cr

On a Nintex Workflow online form, I have a Number control configured as Numeric Type of Decimal and Number of Decimal Places as 2. I set the value of the Text control with what is in the Number control via a rule. I need the string in the Text control is always have two decimal places.The issue is the Text string does not always show two decimal places. Below is what actually displays versus what I need to display in the Text control.Value in Number Control Currently Displays in Text Control Needed to Display in Text Control 123.00 123 123.00 123.40 123.4 123.40 123.45 123.45 123.45   

We have a workflow need to capture an ID (from a USB connected scanner) while the user is interacting with a workflow form. Has anyone thought/tried to do this?

got a request from a user. is there some settingsthis is at My Nintex - Tasks 

Hi Team,The scenario: Nintex workflow generate PDF and API integration with POS Digicert, email to signer and then the completed signed PDF need to be downloaded from API Integration. Issue: Tested with Postman - download binary or download Base64 both are working fine for result return. However in Nintex it comes as truncated?Please advise any solution or alternative way to fix the case. Thanks.   RegardsCatherine

Hi everyone, We have a workflow that goes through a lot of approvals, and it takes quite a while to complete as it is complex. One of the members has left the organisation; hence, the workflow is failing, as the system is linked with Azure Active Directory. I have replaced that approver with another, but the existing workflows are still failing. I have looked at the delegation settings, but we can only choose “delegate to”; the “from” field is based on the logged-in user.Is there a way we can fix this?Thank you :)

You are invited to join the weekly Agent and Orchestration Office Hours session focused on learning how to design, build, and operationalize AI agents.When? Weekly - Tuesdays 3:00 PM CT (Americas) / Wednesdays 8:00 AM AEDT (APAC)Where? Teams call: Join here!Each session will walk through a specific topic with a short demo and practical guidance you can apply immediately, such as:Build AI agents and understand when to use agents vs. simple actions Embed agents into workflows and orchestrations Design multi-agent solutions and master agents Connect agents to knowledge sources, tools, and external systems Implement guardrails, testing strategies, and human-in-the-loop patterns Deploy agents safely and monitor performance in productionBring your questions, ideas, or scenarios you’d like help with.

We’ve been working on a new, easier, SSO upgrade process for the Nintex Platform to make the process of upgrading to our new and improved SSO.  The new upgrade allows you to:  Configure an additional connection to your Identity Provider while your existing connection remains in place Test the new connection on a single tenant without impacting the existing login experience.  Once tested, rollout the new connection to your entire organisation.  Watch the brief demo here: https://nintex.box.com/s/o35hojej2sdgfnxxar3ill7qwxzufdy7As part of our plan to have all customers upgraded by July 31st 2026, we are seeking customers who’d like to participate in a beta of the new SSO upgrade process. Your participation and feedback will help shape the final experience, and you’ll have completed your SSO Upgrade ahead of the deadline.👉 If you’re interested please click here  

Is there any way to view instances run on a particular Sharepoint list item from within the list? Or is that no longer possible with this version? You used to be able to click on the ellipsis and view instances.Also, does anyone know what the “Table row ID” and “Table ID” refer to in the filters for the instances?I’m really struggling to find instances relating to particular list items despite having used the “log to instance details” action - I can’t find a way to search for what I’ve logged.Thanks.

How does people make change that required significant testing after a workflow had gone live?Do they make a copy and just switch over? I would hate to tell end users to update to a different URL.

getting this when running on a serverThe request was aborted: Could not create SSL/TLS secure channel.iis8 on windows 2012 R2 (schedule to be upgrade but not yet) .net framework 4.8 Working fine with same code on windows 11 pro development pc  try to narrow down what to try next able to get the OpenAPI Specification on the server without issuehttps://xxxxx.workflowcloud.com/api/v1/workflow/published/xxxx/swagger.json?token=xxx what the cipher suites does it use?

I have a field that is part of a repeating section within my form.  The field is a Test - Short field and is set to read-only.  By default, the background color is gray. I would like to change the background color to white.How would I accomplish this using CSS?

It's a classic scenario.  You're given a document and asked to pull various pieces of information out of it.  Not so long ago you would have opened the document and if you were lucky opened an electronic form with the structured fields that you needed and copy/pasted the information from the document into the form.  It was time consuming and very boring. How can we make this so much easier using Nintex?  Let's break down this very common use case of receiving a document, extracting information automatically and where we can't extract, involving the human in the loop. The first thing to consider is how do we receive the document?  We could provide a form for someone to upload but also people still love email so in this case, the workflow is started when an email is received and the subject line contains the word "contract".  Then we need to go through all of the attachments in the email using the get attachment from email action and we use one of our AI actions to figure out if the atta

This has probably been asked and answered before, but is there not a way to bring repeating section data over from a start form into a task form, and then add a field for the task assignee to complete?I’m developing an order form on which the initial user can use a repeating section to order items of equipment. After an approval process, the data is sent (via a task form) to the person who will fulfill the order. I don’t need this person to be able to edit any of the data from the start form’s repeating section; I just need a way for them to indicate the status of each item in the repeating section. For some items, they will be able to indicate that the item has been fulfilled because they have it in stock and can send it right away; other items will have to be ordered and then fulfilled later.I can bring over the repeating section data to the task form, no problem. But what I’d like to do is have a field (Choice - Single) for each item in the repeating section where the task assignee

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

Hi,I have a process that has a start form and several task forms routed to different teams to complete. The requirement is to be able to print out the filled out form from each team including the start form details. The idea that I had was to put all of the data from all the forms as read only into a final task form. This final task form will be assigned to everyone involved in the process but I will disable sending an email to this task. My plan was to autocomplete this task so that I can get the task form url to put into a SP list. This will allow all of the teams to view the completed form with all of the information to print. However, when using autocomplete via escalation or the Complete a Task action under the Nintex app, both will complete the task but when you open the form url, I just get a message saying the task is complete and I can’t see the form details. If this final task was instead completed by an individual then the complete forum url will render.  Does anyone have an

Hi there, I want to retrieve multiple rows from the SPO list based on specific conditions and display them in a Nintex form. The goal is to allow end users to edit the row data directly in the Nintex form and then update the changes back to the SPO list. I have a few ideas, but I would like to know what the standard or best practices are. Use case: When the Nintex form loads, it should query the SPO list based on certain conditions, such as status being "In progress" or a specific date. I expect about 5 to 10 rows to match these criteria in SPO list, and users should be able to edit any of these rows and update them as needed.

not sure what I did wrong on the xtension setup[WorkflowExecution.TypeCasting.UnknownCasting] The specified value is unknown.it is a simplehttps://my website/workflow/services/nintex/dev.svc/GetCustomerName/{customer id}and return json “customer name”using api-key for security 

To store who has completed a task, when and store the comments, I run 2 loops:one on the tasks with same workflow instance ID one on the tasks responsesWith the 1st loop, I get almost everything: the task ID, the assignee, the outcome, who has completed and when. Unfortunately, I cannot get the field values from the form (above all, a comment field) and the express approval comment.That’s why I run the 2nd loop. With this loop, I get the field values from the form. I use the form URL to calculate the task ID and I complete my history log table because I have this task ID.I’ve discovered that the form URL becomes empty when the assignee completes the task by express approval. How can I get the task ID to store the express approval comment on the right place in my history log?Can someone help? Thanks.

Hi Nintex Communities,I have three rows of data in the SharePoint List. Two of the rows contain the same vendor name (i.e., ABD Sdn Bhd) and Type of Agreement, but with different Agreement Dates and Agreement Numbers. Please refer to the SharePoint List screenshot.I would appreciate your advice and guidance on the best approach to extract the three rows of data from the SharePoint List and consolidate the records by Vendor ID. The output should display the Agreement Date, Agreement Number, and Type of Agreement associated with the same vendor.The workflow should then proceed to generate a separate PDF for the next vendor. Please also refer to the screenshots “Agreement Template PDF 1” and “Agreement Template PDF 2” for reference.    Thank you,Liy Liy

We are looking for a possibility to Get file from SharePoint On premises Documents Library into File variable in NAC Workflow.Using "Call a web service on Premises" I was able to get the file but as binary format.Is there any way to get it in BASE64 Format in order to encode it as FILE Variable?THE Target is to get file from Documents library into File Variable in NAC Workflow.Any Feedback will be very appreciated.Kind RegardsAram Aljammal

Is there any functionality to disable the ‘Copy Form Data’ option in Nintex Automate.  

For the flow trigger event: MS Exchange Online > Received email, there appears to be no collection variable or way to get attachments from the email.This seems like a massive gap, so much so that I’m wondering if I’ve missed something? I would have thought this would be 90% of the use case for this start event. If anyone can highlight to me what I’ve missed, or how to do this I would appreciate it.