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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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AfricanaTech
posted in Nintex Workflow
Nintex Workflow Cloud Form: How to except a comma within a choice field options?

I have a Choice field on my form, and the choices are supposed to be (Last Name followed by Comma and Credential). Example: Choice 1: George, MD,  Choice 2: Mary, PhD, Choice 3: Clark, PharmD, These Options are comma-separated, so if I put commas after each choice options, my choices come out as the following on Nintex form:George,MD,Mary,PhD,Clark,PharmD. What I wanted to accomplish:George, MD,Mary, PhD,Clark, PharmD  What I wanted to accomplish is "except the comma within my choice options. Disclaimer: I am not a developer. I have seen similar questions on web forums, but NO ONE seems to give direct answers.   

400
Gavin-Adams
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MDoernemanRookie
posted in Nintex Workflow
Restrict access to form

When I create a workflow with a "form" start event, my only options for access are "authenticated users in the tenant" or "anyone with the url". What if I want to restrict a form to a particular group or department in the company? How do I do that?

490
M
Gavin-Adams
Gavin-AdamsCommunicator
asked in Nintex Workflow
How to I set a sharepoint online date column to be empty using update items action?

In NWC using the update items action I want to set the value of a date column to be empty. I have an assets list which staff check out and check in items.When an asset is checked out I set the custom date column 'Check Out Time' to the current data/time. When the asset is checked back in I want to clear out the date/time from the 'Check Out time' column. In the update items action it will not let me publish the workflow when I leave the value for the field blank.I cannot create a variable of date/time without setting an initial value.If I try a text variable which is empty the workflow errors on executing the update items action. Anyone come across this before and found a solution?

4810
Gavin-Adams
T
tlangfordNovice
asked in Nintex Workflow
User Context Variables - NWC Starting Form

Hi all, I've noticed in the 'What's New': 'Highlights from Release 129', that user context is now available in NWC forms: User Context VariableForm designers can now access contextual information based on the logged in user that is accessing an authenticated form. Designers will be able to use the signed in user’s first name, last name, and email address. Can anyone confirm whether this is available from NWC starting forms?I can't seem to see where these variables are available in a starting form. Thanks

1330
Gavin-Adams
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bbgNovice
asked in Nintex Workflow
Classis design (forms) in Clous

We have (Nintex 2013 On prim) all our forms coded in Classic design.What do we do when / if to move to Nintex Online? And do we have the same options as in Classis design here?

460
K
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Teresa1
posted in Nintex Workflow
Workflow Creation

Hi,I hope someone can help me, as I'm going crazy here...I'm trying to set up a workflow based on an existing survey on my site.  I want the workflow to automatically trigger an email to be sent based on a response in the survey - when the email address field is completed I want to trigger an email to that address.Can anyone tell me how I do this?Thanks in advance!Teresa

410
K
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fullerRookie
posted in Nintex Workflow
Update item

I'm sure this is easy, but I am having a very difficult time. I've used on prem, but am new to cloud.  The workflow starts when a new item is created which brings in the start variables. I can't edit those on the form, so I tried setting up a Get Item to bring back the details. Turns out those values are also inherited from a variable and cannot be edited on the form. If I add a single line text and set the default value to equal of the variables (Start or Get) I can edit it, but I cannot seem to pass that edit through to the list because the form variable is grayed out when I try to add it to the Update Item action.  For example, the workflow has an Amount field. I want the user to be able to change the Amount on the form and have the list reflect that change. The Update Item action works if I manually set the Amount, but I want that done by the user via the form. Much appreciated! 

2080
butlerj
Nintex Employee
N
nintexnooob
asked in Nintex Workflow
Document Generation - Include a template based on a condition

Happy monday friends,I am creating a workflow that generates up to 11 separate templates based on a nintex form. There will be scenarios in which not all 11 are needed, so i have applied a condition under "Include based on condition" on the doc gen action. Very simply, if a certain field is not empty, the template should generate.  This is not working. Here is a screenshot of an example. I've tried using different fields, i've toggled between 'any' and 'all' (it always defaults back to 'all' if there is only one condition), i've also tested with 'include if the field is empty' in case it happened to be opposite day.  Seems no matter what, all 11 templates always generate. As always, i very very appreciative of any advice.  

1840
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nintexnooob
asked in Nintex Workflow
DocuSign Action and Sending Multiple Documents

Hi Nintex Friends,Would anyone know if it is possible to send multiple documents for signature via the DocuSign Action? I have a workflow that creates up to 11 separate PDFs, using 3 separate Doc Gen actions. Each Doc Gen action saves to the one collection variable. I can only seem to get the first document to send using DocuSign. Tried the loop for each function, that didn't work.Thank you for any advice.Danielle

490
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nintexnooob
asked in Nintex Workflow
Doc Generation in WFC - Using multiple templates

Greetings friends,I am looking for suggestions on the best way to accomplish a task.1. We are using the Document Generation action to generate up to 11 different templates.2. All the docs that get generated will need to save to the same directory with unique names When using a single Doc Gen action to set up multiple templates (separate PDFs), I only see one output file option. I don't know how to set it to dynamically name each generated document uniquely. Would it make sense to use 11 Doc Gen actions for each template? Any help is greatly appreciated. I'm sure this is an easy problem to solve for those more experienced.

620
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thomaslarkin
asked in Nintex Workflow
Nintex Workflow Cloud - prefill from sharepoint list

Hi i have a nintex form setup with a data source to a sharepoint online list.  The lookup works perfectly but i want to be able to prefill other form fields with data captured during this lookup.  I can get it to filter the query depending on that initial field selection, but this then requires the form user to hit the drop down box to select the only option.  Is there anyway to prefill this field without the user needing to select an option?  

1390
butlerj
Nintex Employee
tiwookie
tiwookieRookie
asked in Nintex Workflow
Use a NWC Form to Upload a file into SharePoint Online with metadata

Hey everybody, this is my first post - I hope I get everything right. My challenge: I have a SharePoint Online SiteCollection with a library where I want to Upload a file and let the user define some (managed) metadata for it. In the first days of Nintex for Office365 I had a similar challenge and ended up with a list where I enter the file as an attachment - and then let the workflow transfer it with some metadata into the document library. Now after a lot of time I want to accomplish this scenario - form upload to sharepoint online - via the Nintex Workflow Cloud. After some research I'm a little afraid I have to do it with the same workaround again? I need a trigger beside the new/edit of the document library. The public form URL as the start point sounded like the perfect solution. But there I have no connection to my sharepoint metadata or an "easy" way to drop it in the library. If I chose the SharePoint Online starting point, I have only the new or edit events for the workflow,

520
L
Nintex Employee
M
msalamonNovice
asked in Nintex Workflow
Why do some form workflows include the "Code to embed form" field and others do not?

I have noticed that randomly some form-based workflows do not include the "Code to embed form" field when they are published. Indeed, I think I have seen this field appear later for some forms.Is there a way to control this?  Why not always include the embed code? I have a new form I need to embed and there is no embed code.

1100
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MykeeLee
asked in Nintex Workflow
Reoccurring email

Hello,I'm looking to send an email 2x per year on Jan 15th and July 15th, following a reminder email 15 days after if the task is not completed. This workflow will repeat each year on those dates.I don't know what logic to us first. Can someone please advise what I should use or do?

210
M
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_Chloe
asked in Nintex Workflow
Generate Unique ID (invoice number)

Hi,  I am trying to generate a unique invoice ID in NWC - can you please advise how this can be achieved? Thanks!

3580
JRoberts
Nintex Employee
D
devendra14321
asked in Nintex Workflow
How to restrict number of characters in Multiline text field

Hi,   How to limit number of characters in multi line text field in NWC form?   Thanks, Devendra

6300
Nintex_Andrea
Nintex Employee
H
harfmt
asked in Nintex Workflow
NWC form data lookup - Create a o365 item

HiI have a sharepoint 365 list with a lookup column. I want to create a list item from data captured in a NWC form. Both the NWC form field and the 365 column, lookup to the same list. When i go to create an item with the data captured in the NWC form, the field for the lookup column in the o365 list is expecting an integer. I've tried finding the ID of the lookup with no success.   Not exactly sure how to get the data captured in the NWC lookup field into the o365 list lookup field.  Any suggestions?

430
butlerj
Nintex Employee
Gavin-Adams
Gavin-AdamsCommunicator
asked in Nintex Workflow
New My Nintex - start form 'File downloads are disabled' error

In the new My Nintex I'm getting an issue with 'File downloads are disabled - Administrators can enable file downloads.'. I have an NWC start form with attachments.I then assign a task.In the new My Nintex when I view the assigned task, then on the right I click on the start form, then try to view the attachment on the start form I get the above message. I can't find anywhere in the NWC admin settings to turn on file downloads. Any ideas?

2180
butlerj
Nintex Employee
A
artmovRookie
asked in Nintex Workflow
Regex action to substitute for Substring

I need to parse a string in a workflow.  Basically, I need to get a substring out of it by position, just like Substring function does.  Since I cannot use functions in the workflow, I am trying to use the Regular Expression action instead.  Still, I have been struggling to get the correct pattern.  Can someone recommend a regex pattern that would substitute a substring function?  Say to get a part of string from 5th to the 10th position. Thank you.

1720
Nintex_Andrea
Nintex Employee
A
artmovRookie
asked in Nintex Workflow
Trying to implement Get Tasks action

I have a workflow where I added a Get Tasks action on a parallel path with Assign Task action.  The Get Task action stores the results in an Object data type.  I can access Object.Tasks, but I cannot figure out how to get individual properties of each task.  If I use Get Item from Collection action, that stores the results in a Text type, so then I cannot get to individual properties. I need to know how to access the ID, Name etc properties of each task. Regards.

550
A
A
artmovRookie
asked in Nintex Workflow
Is it possible to connect NWC Data Lookup control to SQL Server

Hi, In my projects I need to auto-populate my Start Event form with data.  The only two ways that I know so far it is possible is: first by using getQueryStringParameter function, and second by using a Data Lookup control.  With the second method I can load my drop down list from a SharePoint, and also filter the response with a local variable.  I was hoping that there was a way of doing similarly from SQL Server. Is it possible to achieve? Regards.

730
A
B
Bradley
posted in Nintex Workflow
How to - Navigate to a Page section by use of a button (or anything simular)

Hello All,We have a pretty large NWC form, which uses page sections. The client would like to have an additional button (For Save) that navigates to the last section, which has the "submit" button.Thanks in advance. -Bradley

920
Jake
F
Frankus440
posted in Nintex Workflow
ServiceNow Update Record Action Forbidden fields

I am looking to see if anyone is familiar with the servicenow actions in NWC. I have a connection working and am trying to update a record in one of the tables. There is an option to modify some fields but when I try to do that, the fields are 'forbidden'. I can't find anything in docs or in the community about it to I thought I would ask directly if anyone knows what that means/any meaningful info about the servicenow actions. I have tried with a few System IDs, one that I am trying to work with and a few that I know exist from a query records action. When I try to run the workflow(normally or testing), it fails on the update action with a JSON parse error.

450
Jake
N
noah_mcaleer
asked in Nintex Workflow
Nintex Workflow Cloud Blob URL Expiration

I have a component workflow in NWC that I am calling from a custom web app via Web APIs. Part of this request involves uploading files to NWC, which returns a blob URL from Nintex (then that URL is passed to the component workflow and used as an email attachment).   All of this works as expected, I just want to know how long the blob URL can be used before it expires.

390
rickdemarco
Nintex Employee
H
Haywhy21
posted in Nintex Workflow
Does Nintex WC have an approval page like K2, where people can action the task

I am currently working on a process on NWC, prior to this moment I have been working on K2. I want to know if the NWC has an Approval page like that of K2.

20
bamaeric
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