Nintex Workflow

Has anyone passed the Nintex Process Automation Expert - Nintex Workflow Cloud exam?Can you teach me or give me an answer?I've taken the exam 5 times and it's almost limit. 😭

What is the Best Practices to capture a NAC Workflow for Documentation purposes?Since NAC doesn’t not have a feature to export or print the workflow, what can be done to capture the workflow for Documentation purposes? Some methods which I currently utilize is to:Screen capture - snip and stitch into a single large image. + Great for a single time. -  Painful if have to do it weekly. Configuration is not capture Diagram it with Visio, Lucidchart or Draw,io Write Pseudocode using a programming language like Python + Linear and conditional flow is easy to replicate - State Machine harder to replicate with “switch” structure.  Is there going to be a PRINT or EXPORT feature for NAC? 

I have an automation cloud workflow that fires on the SPO Check-in and Publish Major version event, however I am not able to get the user’s check-in Comment from the Start Event - it’s not available as a start value nor as a value from querying the list/library after commencement.Apart from having to a HTTP request as parse XMLor JSON, is there an alternate method to get this?TIARob

Hi there,I need to be able to have a a reusable workflow to Auto Number the [Title] field or other selected field based on other fields.The number must be 3 digits i.e. 001.  (to 999 max)Example AB-[Year]-[Type]-001Where the combinations of year and type is different the number will reset to 001 (year change).This will be activated on new forms with the option to be included on edit form.Has anyone done this? Can provide support? Might be able to purchase this solution/support if reasonable?Any ideas/pointers please thanks.

What is the best option for decommissioning or archiving workflows in Automation Cloud?  In the on-premises environment, we could export the workflow before deleting it which allowed us to easily recreate the same workflow if a similar workflow was needed in the future.  The current export functionality only allows you to move to a new environment within 3 days which is not optimal. It looks like the only other option is to make a copy and keep in draft format which makes it difficult to manage when you have hundreds of workflows.  Is there a future feature that is coming to allow archiving or similar functionality?

Hi all, Nintex newbie here, so sorry if this is a super basic question!What I am trying to accomplish is basically a two step form. Step one will give basic details about an incident that has occurred and the first step will send a notification to a distribution list as well as a link to the reporter to complete the second step. The second step of the process will be a kind of continuation of the first form - with further detail of the incident that has occurred. The details of this will be saved into a Sharepoint List.What is is best/easiest way to complete this? Any tips would be helpful! Thanks in advance!

Hello!I am planning to complete a number of the Nintex certifications. After I successfully complete an exam, is there a certificate that I receive (blockchain or other) that I can promote in my LinkedIn profile? Thanks!

Hi I am trying to trim date/time extracted from SharePoint to date only and embed it in a message after Loop for Each.The date/time field may be empty.The message i receive is populating duplicate dates from a line item for blank fields. Is there a way to solve this?Thank you.

Is it possible to populate the people control in a Nintex Automation Cloud form that is set to Authenticate users in this tenant with the authenticated person.I note in Nintex Forms for O365, there is a way to do this with a rule as is shown in this video.But I don’t see an option to set the value of a people control in the form rules. I only see:DescriptionPlaceholderRead-onlyRequiredTitleTooltipVisible Thank you.

Hi @SeeDee  The 4 Column grid with Sorting is a great start. Is there going to be an updated version of this Grid PluginIs there any plans to improve the plugin in the next release (current release is ver 1.1) The plugin does comes with several limitations.Need to increase the Data size to 20k from 2k characters Shorten the “ColumnHeader1” - This uses up data string length (in Item #1). Suggest “Col1”, “Col2” etc

Reuse Repeating section Form control: If you add a Repeating section control to a form, you can now also reuse it as a start event variable by dragging and dropping it onto a task form. This is a great added feature but still lacking on functionality. You can only display the repeating section from a start form to task forms. This is still very restrictive for all business needs that are out there. We are still lacking the following components for repeating sections in NAC that make it difficult as we migrate from Nintex Workflow for Office 365 to NAC.  Make repeating sections open for editing after drag/drop or add default value on repeating sections to pass start event variable through to this configuration. They should act as a default concept and editable if we allow it for task owners to edit if needed. Not all processes include just reviewing data on a task form. So

Hi I am trying to generate a text message by using Create a text string and put the final message in an email body. However the message is always in one line even though I tried space everywhere that I could. Can anyone please help? Thanks vm!  

Date/time variable conversion in Regional settings Regional settings allows you to set a Timezone and Locale for your workflow, which will convert and format Date Time variables in text fields within emails, tasks, Generated document actions, etc., without the need for manual conversions. I strongly suggest to use a large date value such as 20, 28, 30, 31 to clearly differentiate between the Date value and the Month value.Use 30th Sept. to remove the ambiguity. Readers will be able to differentiate between the Date value and the Month value.Using 3rd Sept is a poor decision in the Workflow Setting screen 

Hi I am trying to find a way to add an item to SP list only when it does not exist before. Below is my workflow, however by using Loop for each, it will create duplicate items depending on the number of items already at SP. Is there a way to fix it? Maybe adding a condition in Create an Item action or add a new action to delete duplicate items? Thanks vm! 

Hey there!I’m currently trying to migrate/recreate an order form to/with Nintex Workflow Cloud. The main challenge is a field called ArticleNr where the customer enters the article number and in the back a lookup will find the corresponding metadata (article type, article description etc.) and prefill other fields of the form.The article database contains of 40.000 items. I tried to keep the solution “slim” and used a sharepoint online list as my new “not best practice and not best performance” database. Now I tried to get the data and logic into the form, but...I already tried the lookup control with a configured data source. But there's a limitation of 5.000 items per lookup. I wanted to query the sharepoint list - but as far as I can see only the workflow engine can do that, not the form itself. Some forum posts suggested a webservice Call against the list, but I guess this is a reference to old Nintex forms where JavaScri

Hi I have a workflow where i want to sort the list from SharePoint by email and send a table/list to each individual on a weekly basis (Scheduled start).However I am encountering an issue with the last person in the list. I am either missing the last item in the list to the person or sending duplicate item to the person when I have the Branch by Condition action built in. Below is the workflow I have atm.Not sure if I could make the email to recipient clear enough.This is a follow-up question to the one posted last week: 

Hi - i have a question re SharePoint integration and wonder if it is possible? I have a list of tasks in SP and want to send a weekly update email with all items belongs to each individual. Is it possible via Cloud? Thank you vm.

Hi,I have a NAC workflow which we use the document generation action to build a document then send it into the Nintex esign with get a signature action.I have a template setup in esign / assuresign with a signer jotblock and a few extra send inputs.These dynamic jotblocks are added into the document that goes through the generate document action then into get a signature action, This is all working correctly. In assuresign in the email notification settings, I have cloned the emails into a new email design set and I’m customising the ‘Document available to sign’ email template that goes to the signer.In this email body is the [custom message] global merge field.I want to dynamically input this message based on the category of document in my workflow.Essentially how can I get the [custom message] merge field to appear as a parameter / property in the ‘Get A Signature’ action for my envelope template? 

Dear Folks,We have an Automation cloud workflow which has stages. Towards end of each stage, we are correctly changing to Exit or whichever relevant. However after the workflow is complete we get the below error. The specified Set next stage must not be the same as the current stage. [Error Code: StateMachine.InvalidTransition] We are sure the initial stage is different from current stage but still it happens. Anyone faced this issue? ThanksAravind

Hello,I’ve created a workflow in NWC where the start event is new or updated item, then there are 3 parallel paths/branches where if a username is input into a “reviewer” type field, then it assigns a task (and sends email) to the person listed. The three fields on the form that trigger the paths of the workflow are:If ‘Liaison Reviewer’ is filled, then send an email to ‘Liaison Reviewer’ email address If ‘Additional Liaison Reviewer’ is filled, then send an email to ‘Additional Liaison Reviewer’ email address If ‘M&M Reviewer’ is filled, then send an email to ‘M&M Reviewer’ email addressThe issue I’m having is that if the person filling out the form initially puts someone in the Liaison Reviewer field, then an email gets sent to that person for their task form. If the form is then updated later on and someone is put into the Additional Liaison Reviewer field, then an email gets sent to that person as well as th

Hi,  Is there a way to use a custom date format in NWC (Im looking for an action that can do this). My date time format should be something like this: MM/DD/YYYY HH:MM:SS so it will display something like this: 02/04/2023 13:25:53 I tried using the NWC Tools Format DateTime Action, but it just gives an error saying “The specified DateTime value has an unsupported DateTime pattern. [Error Code: TypeCasting.UnsupportedDateTimePattern]”. I also used convert a date to string, but there's no option for a custom format. Any suggestions?

How do you get a signature to display in Nintex Mobile? Its most baffling that Nintex is unable to accomplish something this simple. How to display a Signature inside a Task Assign Form using Nintex Mobile? Signature is from O365 Form (Start Event - SPO New Item)Workflow is NAC/NWC Task Assign Form When Task Assign is opened using Desktop, Signature is displayed, URL is from sharepoint.comWhen using Nintex Mobile - Image is blank  Tried also using Google Drive When using Nintex Mobile - 

In Nintex for SharePoint On-Prem you can see the name of the workflow and its list, this doesn’t seems to be enabled by default in NWC/NAC while edits are made to a workflow in the Workflow Designer.How/where we can see/know/enable the workflow name in the Designer?I haven’t fund a way to know the name of the workflow other than the “Save as” menu option.Is there an ‘efficient’ way to do this? Imagine you are working with 4-5 different workflows. Thank you.Salvador Rodriguez.

April 2023 - Release 2New Workflow features User Management APIs: We are introducing new public APIs for managing users and groups within your tenant. With these APIs, users and groups can be retrieved, created, updated, and deleted. For more information on the available endpoints, see our Developer help. Data sources: SharePoint Online: Query user profile and Get members of a SharePoint group operations are now available. For more information, see the SharePoint Online help topic. Azure Active

A call to the Microsoft Graph end point can get the associated SharePoint web site URL of a Microsoft Team.For example: https://graph.microsoft.com/v1.0/groups/<team-id>/sites/root/weburlwhere <team-id> is the Microsoft Team identifier.From NAC how do you get and pass the correct authentication token? An authentication token is required when calling the above URL from the Call a web service action within NAC workflow.