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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).

  • 1,387 Topics
  • 4,412 Replies
1387 Topics
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anurag_narayan
asked in Nintex Workflow
Reporting in Nintex workflow Cloud

Hi,      Is there a reporting opting in Nintex Workflow cloud where I can create pie/bar chart of things like time taken by workflow, number of workflows in progress etc.? I have not been able to see any such tab. Please let me know if there is any option if I can create reports of above mentioned scenario. Thanks, Anurag

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AutomationPersoRookie
asked in Nintex Workflow
Document Generation with Empty Signatures

I've got a workflow that asks for signatures from various approvers. Depending on the initial form, some signatures are needed and some are not. When I get to the Document generation at the end, if I include all the signature image variables in the Document Generation task I get an error if any if the signatures are empty (because they were not necessary but can be left blank in the end document). What is a good workaround?

510
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aadhawan
posted in Nintex Workflow
Rich Text Editor for Zendesk

I believe there is no rich text editor currently available for creating tickets in zendesk and using the description with better text editing options.    If anyone knows how to create a variable with rich text editing as I am not able to find it.  Create a string function does not have a rich text editor and not sure if it will process it in zendesk well.    Thanks

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bmat1962Novice
asked in Nintex Workflow
Update Item in SharePoint - Updating every record in list not just the one for the specific instance

I have a workflow in NWC which uses a start form.  I then have it save the data from the start form to a SharePoint list.  As the instance flows down, it should update the status of the instance record, however, it is updating every record/list item. For example I have 5 items in the list.  All are in different stages/status of the workflow, but the SharePoint list is showing that all 5 items are in the same status.  Each time a new instance is kicked off, all items in the list are in "In Process" in the Status column.  When a task within the workflow is completed, all items in the list are changed to "Complete" when in fact some are still "In Process". I have workflows where this is working correctly but I noticed that the Update a SharePoint Item has been changed.  I need to know how to configure the updated version of this.  In the old version, I was able to select the "Item" variable to let it know to only update the specific item, but in the newer version, it only lets me select "

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thomaslarkin
asked in Nintex Workflow
Embed authenitcated form

hi everyone,    just wanting to check, is there any way to embed an authenticated form onto a website - or is linking via the url the only option?  you get the embed code if its an unauthenticated form, but i am keen to try and embed the authenticated form on a similar page.  we have sp online available but am trying to keep the look and feel with the corporate branding the same.   as always, any feedback is appreciated

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JackToncatrinaNovice
posted in Nintex Workflow
Execute cmd from workflow

Wondering if anyone has called a cmd she'll script from a workflow.. Is it possible to use execute sql to send xp_cmdshell? We have standard but could make a case for enterprise.

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nico
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clrowe1124Rookie
asked in Nintex Workflow
Allow Business User to terminate workflows

I am fairly new to Nintex Workflow Cloud but experienced in on premises Nintex for SharePoint.  It appears that I have to give at least the Designer role to business users that I want to be able to terminate running workflows.  This seems similar to the security role required in SharePoint 2013, but I wanted to check to see if there is a way to allow someone designated as a Business User of a workflow to terminate them, if needed.

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johnreeceRookie
asked in Nintex Workflow
Formula Value

I have a formula the sometimes requires a negative value. For instance the sum in Agreement Value the original value, plus the previous value, and the negative "this" value needs to be $1,709,000 not -$141,000. How do I edit the formula to accommodate a negative value and provide the correct sum?This is in production so I need to ensure it will not affect any other active calculations. Using Nintex WF Cloud and a Nintex for SharePoint 365  Thanks!    

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Garrett
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ReyesHatrinak
posted in Nintex Workflow
Nintex Workflow simulation Environment

I'm new to Nintex Workflow product . I joined the community and I watched the tutorials about creating various workflows . My question is there any Nintex simulation environment I can work on or I must contact Nintex sales .Thank you

190
Garrett
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JernalinSadhoo
posted in Nintex Workflow
Required Approval

Need a little help here with an O365 workflow build. We are using "Start a Task Process" in the hopes of setting up an approval that needs ALL THREE of the approves to OK the item before moving on to the next stage. Problem is the workflow is APPROVING regardless if someone rejected. I've played around with state machine a bit, but am still getting an approval regardless if one person rejects. I thought about setting up a query, but am not sure if there's an easier way to do it (and not 100% sure of how to set up the query). I'm learning Nintex for O365 as I go, so any help would be incredible!!! 

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Garrett
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spike10206Novice
asked in Nintex Workflow
Form Editing

How to prevent a user from editing a form if the value is set to a value in a specific column?

590
Garrett
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jenniferl
posted in Nintex Workflow
Brackets around data

I put together a Sharepoint Online list.  There are some multiple choice fields.  When the Nintex Cloud Form is submitted, the multiple choice fields have brackets and quotations around the data (first row in screenshot attached).  If I enter the information directly in Sharepoint Online, this doesn't happen (second row in screenshot).  I made the list column in Sharepoint Online a single text field and it still does this (last three rows).  Any thoughts?  We have other lists/forms connected to the same Sharepoint Online Site that contain multiple choice fields and this isn't happening.  Am I missing something?Thanks for any information.

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Garrett
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AutomationPersoRookie
asked in Nintex Workflow
Task Outcome in Document Tagger

Hello, I am trying to put the outcome decision of an "Assign a task" action into a PDF via the document generator. For some reason, however, the "outcome" decision does not appear as a variable from that form in the document tagger. If, on the other hand, I use a "assign task to multiple people" you can get the outcome variable from the "first response" set. Is there a reason you can't get the outcome decision from a "assign task" object or am I missing something?

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mjliuScholar
asked in Nintex Workflow
Retrieve user email from name in Azure AD

I am trying to retrieve user email automatically when i type the user name in a form via Azure AD, but it does not work in any functions, i.e. get user details. where the input has to be an email. Is there any workaround about it?

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nmedeiros
nmedeirosRookie
posted in Nintex Workflow
User Management - Logs & Password Requirements

Hi—Could someone please advise me on whether there is a system generated report/log that we're able to view any user access privilege's or any Admin changes?  Additionally, are we able to edit the password requirements?

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Gavin-Adams
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GabyDoebeli
posted in Nintex Workflow
Nintex Workflow Cloud - Signature Block

Can the signature block be associated with an url for an external party to view a form and complete a signature? 

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D
Nintex Employee
Gavin-Adams
Gavin-AdamsCommunicator
posted in Nintex Workflow
Converting a string to date variable in NWC workflow

I have a component workflow that is receiving dates as a string variable.The dates are supplied from another web service that is only exporting text strings.The dates are formatted 'yyyy-mm-dd'I want to convert this to a date variable in NWC.I have a variable txtFromDate (text) and dateFromDate (datetime).I tried set a variable action but the variable types are not supported. Any ideas on this?

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WouterT
WouterT
WouterTApprentice
asked in Nintex Workflow
Filename entry in Responsive forms

Filename entry in Responsive formFilenames do not like special characters in most operating systems. How to tackle this in a responsive form or in a workflow itself? Here is a step-by-step on how I do it.This is the workflow we are going to create:I’ll show you two ways to do it:       In the form        In the workflow using the Regular Expression action.The FormClick the Start event and select Form. Create something like this form:Let’s look at the fields:The Filename is just a normal Text (short) field with these properties set:As you can see I’ve set the maximum amount of characters to 50. Keep filenames short!The tooltip says “Characters allowed are numbers, letters, underscore, hyphen and space. All other characters are replaced by an underscore.” (For simplicity I don't accept any other characters here) The ‘clean’ filename is shown in the label field below the filename field:We are using a Variable here.Go to the Variable tab in the forms designer and define this variable:The f

2080
MillaZ
Nintex Employee
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RN
posted in Nintex Workflow
About granting permission with "Call a SharePoint web service"

I'm using the "Call a SharePoint web service action" feature to grant permissions to a specified item in a SharePoint list.URL:{SiteUrl}​/_api/Web/Lists/getByTitle('{List Name}​')/Items({ID})/roleassignments/addroleassignment(principalid={Approver Group (ID)}, roledefid=1073741827) The account to be granted has acquired the group ID from the specified item in the SharePoint list.With this featureIf multiple accounts are set in one item, will the loop function call the API for the number of accounts?I would like to know if there is a way to grant permissions to multiple accounts at once.

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JotM
asked in Nintex Workflow
Store instance data in local database (using JSON)

I'd like to store workflow instance data locally (on prem) for easier access / integration, and also for reopening/amending a previous instance. Our organisation hardly uses SharePoint so I don't fancy using lists.Hence I prefer to store all data in an Oracle database using a JSON call.Is there a way to generate the JSON body with <all> instance data (a LOT) without having to compile this manually, field by field?Many thanks in advance!

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BettyVeronicasi
posted in Nintex Workflow
Nintex Group By workflow?

I am having a problem trying to get Nintex to group by and send out an update email to that group.In short I have a list with two fields, primary contact and who their account is. I want a workflow that will group all the accounts listed to the individual contact and send out an email monthly to that individual for them to if they still cover their accounts… I’m new to Nintex and tried a few things and was not able to get them to group together. Any ideas?

300
Sven
SMMC_Colby
SMMC_Colby
asked in Nintex Workflow
How do I redirect task approver to the applicant's original form...

In the email that I am creating for a task assignee to receive, I am including a summary of the applicant's form details, but I would also like to include a link they could follow to go and see the applicant's full original form, ie: (Visit this link to see the applicant's full form) Is there a way to do this? I can't find any "Insert Variable" options to achieve this and I couldn't find reference to it in my searching for answers?

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WouterT
WouterTApprentice
asked in Nintex Workflow
Filename entry in Responsive forms

I need to make sure the filename entry field in my responsive form has no special characters in it in order to make a valid filename. Most operating systems don't like special characters in filenames.I have documented my solution to do this both in a form and in a Nintex Workflow Cloud workflow in this group post.Hope this helps you. Comments and kudos appreciated 😉 

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MillaZ
Nintex Employee
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anurag_narayan
asked in Nintex Workflow
Nintex adding "se_" as prefix to start event variable

Hi,        I'm creating a "Component Workflow" to be accessed as REST webservice over http from other application. For that I have created a start event variable "testvar", but Nintex expects "se_testvar" in the payload from other application. How can I configure Nintex to not expect "se_" as prefix in the variable used in payload? Nintex is expecting something like this{"startData": {"se_testvar": "<insert string here>"}}  while I want it to expect below payload{"startData": {"testvar": "<insert string here>"}} Thanks,Anurag

190
SimonMuntz
Nintex Employee
SMMC_Colby
SMMC_Colby
asked in Nintex Workflow
Can I conditionally attach a file to an Assigned Task message?

I have a Nintex Form where the applicant can select a box to allow their attached documentation to be passed on or not. In a subsequent assigned task I wish to attach their documentation to the message if the applicant allowed it, but not attach it if they did not. I could solve this with a branch that leads to two different assigned tasks but I'd rather not consume two very similar forms for two very similar scenarios (particularly since I have parallel tasks that could balloon if I do this). Can I just conditionally attach the file/s or maybe just empty the "AttachedFile" form variable or perhaps attach a user-defined variable that I set up to contain the attached files or leave empty according to my condition? I've been experimenting with all of those things and have not found any success. Any help would be much appreciated.

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SMMC_Colby
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