Nintex Workflow

Hello Everyone,Has anyone created a workflow that starts by flagging an email, sending it to Planner with details, and notifying the engineer? We have had a request like this and are not sure if it is possible. I have attached a flow chart for reference. if anyone can help please. Thank you :)

Where is Nintex on the roadmap for editable repeating sections on tasks?!?!?! Near or far future? One of our high complex processes that are due to migrate I just started working on and it’s for invoicing. They have a “cost breakdown” component. I would LOVE to move the majority of all tasks to NAC and only track changes in SPO list. However, if repeating sections cannot be passed for them to “edit” several layers of versions to their invoices (via a form) then I will have to keep pointing them back to the Nintex SharePoint form for “editing” to the invoice and decide how to leverage tasks for reminders etc. It’s almost a waste of time sending an task out, at that point I should just send an email with “edit” link back to the item for editing and have something on their SPO Nintex form they can push to send it back through the process on a start trigger. Let me know, thanks!

HiI see this requirement and question come up multiple times when searching for a solution, so wonder if anyone has a workaround…So, a form is submitted for approval - use case would be a Purchase Requisition. The Approver has the option to Approve, Reject or Return the request. In the Return scenario, the Originator needs to make an amendment to the original data before it can be resubmitted for approval.The Requisition form has a repeating section, so the Originator can add n lines to the request.  I see there was work being done on editable repeating sections in this topic - But haven’t seen any updates on this. So, does anyone have a solution to this? We’re left with either asking users to completely re-enter data, or I’ve references to a copy/paste process that would allow editing of data, but just seems a little disjointed…. Thanks for any suggestions!

I’m not sure why but the system (update items actions) will NOT allow me to update metadata on a folder. Any reasons why? No issues updating metadata in Power Automate. I cannot find another way to update metadata using Nintex Automation Cloud so may have to pivot to PA for this one.Let me know if I’m overlooking something here.  

Hi there,Has anyone created a flow that will allow a user to be added to the Automate user list a a participant. There are features that we want to be able to use in our form but the person needs to be a participant. Therefore we want to create a workflow that the user can add themselves.I cannot see a workflow part in the list to achieve this.Hope someone can helpCheers,Jamo 

Is there a way, within a form (i.e., at runtime), to truncate a decimal number? It’s a currency amount, so I want only two decimal places. But I don’t want to round the number. In other words, the result needs to looks like this:1056.2304 = 1056.231056.2384 = 1056.23Rounding the number can occasionally create a difference of $0.01. A penny may not seem like much but in this case it's important. This calculation is for determining the gross amount of a distribution when you know the net amount you want to receive after tax withholding is done.Of course I’m sure there’s a RegEx to do this, but I need the truncation to happen on the form, not during the workflow.

I think the answer to this is no, but thought I’d ask.Does the Query XML function allow anything more than querying nodes? If not, is there any other way we can run XPath functions in a flow?

I am using the action 'SharePoint Online - Create a folder' to create a folder by year and another by month. Since the workflow is called multiple times in the same month, it fails because the folder already exists. Is there a way to check if the folder exists before calling this action? Or is there a parameter to prevent it from failing if the folder already exists?Thanks!Error message:Received an error response from the connector: {"message":"A file or folder with the name https://xxx.sharepoint.com/sites/GPCNintexWorkflowCloud/UAP/2025 already exists.","correlationId":"adc47f22-c138-4359-b496-6b59d773eb39","code":null} 

Hello, I’m a fairly advanced user of Nintex 2016 and we’re converting to NAC. I’m trying to rebuild some forms and workflows using NAC and SharePoint-on-prem but I’m having a heck of a time with this new environment that is very different from what I’m used to. I’m looking at using a SharePoint-on-prem list as a data lookup for my form. I can get the dropdown to select the name column from the SharePoint list but I want to be able to select other columns from the list to populate other controls on the form, but I haven’t been successful figuring out how to do this. There’s no longer a calculated value control to do this in NAC. I’ve viewed some videos that have a data connection as an option to create but that’s not available to me. Any help would be greatly appreciated

Cannot query by user unless we have the “ID” of the person within the sharepoint list. How do you do this dynamically (varies based on several factors so we only have email addresses at this point in the workflow).Please enlighten me on how this is achievable with query a list item for sharepoint online and conditions for data sources (same issue - only can filter by ID if data source is using sharepoint online connector)? 

Hi All,We have a requirement where IT members should see 5 choices in the dropdown when they are logged in, while others should see 3 choices. (Screenshot attached for reference)I know this can be done by creating two separate dropdowns and hiding/unhiding them, but I was wondering if it's possible to do this with a single dropdown?Thank you :)  

Hello,I am migrating a workflow that uses the padleft function in on-prem environment and wondering how can this be done within the Automation cloud environment?  Basically there is a number field in a SharePoint list that needs 0’s added.  For example if the number is 1, then the result should be 001, if the number is 11 then then result should be 011 where the actual padding to the left is 3.  Just not sure which action to use to make this happen.  Thanks n advance

Hi team,We have a cloud form on Nintex automation cloud. Our team has implemented the page rules that is a new feature to satisfy the business requirements. When we try to view the form in the instance start data, the pages that we have configured are being disabled and we cannot view some of the paged. Please also note that some of the fields do not have a value in them though they are updated in the SP list during the form submission. Thanks in advance,Susmitha

There is no detail that answers this question on the Help documentation for the action (here), which is a pity. When using the ‘Add item to a collection’ WF action you must specify an index value, where the index starts at zero. However, if you start with an empty index and after the first item (at ‘0’) add additional items at index values > 0 but that are non-sequential will the collection still hold the values? It seems not. And is this by design or bug?

The settings for date and time are causing us (our organisation), problems when we transition between UTC (Zulu) and Daylight Savings Time (DST). Workflows that are time dependent go from working normally, to being one hour out - transitioning either way around.Our NAC regional settings are set to this: (UTC/UTC+01:00) Europe/LondonWorkflows are set to use the tenant default, is that correct, or should it be just plain UTC coordinated universal time?My understanding of (UTC/UTC+01:00) Europe/London is both UTC + 00:00 winter and UTC + 01:00 summer. I also regard that as meaning that the time with change in accordance with DST.What I need to understand is how to make the NAC and any workflows running in it, follow time changes throughout the year. Please can anyone provide some guidance?

I have a few workflows where, due to business processes, Nintex Automation Cloud workflow tasks are not set to require user authentication. This is primarily because the ‘Assignees’ are set to use a shared mailbox address. Any of up to 20 people can access the tasks in the target mailbox and approve them. I know this is not the preferred way to work with these task forms, but it is something we have had to agree to, so that task respondents do not have to visit the NAC ‘My Nintex’ portal, but instead receive an email with a direct link to the task.This all works OK, but it means that we cannot use any of the user context variable to get user name. email, etc.In the absence of any context user info, is there any other way that I can get the email address or username of the user who opens for task form to approve?Thanks in advance.

I’m editing a task form in my workflow. I want a custom field called “Comments” to show if the user selects the “Reject” option for the outcome. Normally I would do this by adding my custom field to the form and then for the “Visible” property set it to something like Form.Outcome == “Rejected”. But I can’t get this to work. The Form.Outcome control is missing!!  Why is the “Outcome” control missing from here and how can I make rules when I can’t see it??

I have a collection of strings and I want to make a sentence to make sense when sending an email. 

Is it possible to configure a callback URL with basic auth ?

I’m confused about how to render rich text into a PDF document created by the Generate document action in a workflow. Apparently some kind of feature was added in May 2024 (as stated here), but it seems that is only when you are getting your text from somewhere besides the workflow (?) and using Nintex DocGen (what is that?).All I want to do is take some rich text entered in a form during my workflow and have it render properly in a PDF document (generated from a Word template). I don’t want to write it to a SharePoint list first and then retrieve it, as seems to be one option, because my workflow deals with highly sensitive information and I don’t want it in SharePoint even with permission restrictions. I want to take it directly from the rich text entered on the form and write that text, with formatting intact, into my generated document. Is this still not possible?

On NAC forms we sometimes have users report getting an error on submit: ‘The form submission was unsuccessful. Please try to submit the form again.’ Typically trying again doesn’t resolve the issue, the same error simply displays again.Does anyone know what the rules are around when/why this error displays? I suspect it’s a timeout issue: where a user keeps an authenticated form open without a submit for too long. I could be wrong however. If someone does know however I suspect the solution is to add a ‘Save’ button to a form and have users regularly save.

Hello!I am trying to loop through a list and ONLY delete items based on a specified date and status. I setup a component workflow and ran a test and accidentally deleted everything in my list…. which wasn’t suppose to happen. HELP? My requirements are REMOVE anything that is before:Dec 1, 2024ANDIf the Request Status  is:PENDING APPROVALREJECTEDEmptyPending changes statusPending Reviewer Approval I used a Branch by Stage and didn’t know if that was the right approach or not..My workflow steps are below. TIA! 

Is it possible to have an anonymous form in Nintex Automation Cloud with an attachment field that when summitted, the workflow will create the item in SharePoint on-prem (SharePoint 2016), then attach the attachments from the form to the newly created item. Using Nintex Gateway I am able to create the item in the on-prem list, but I cannot figure how how to add the attachments from the form to the new item in on-prem. Any help would be appreciated. Thanks.

Hello, I have a problem in Nintex Cloud and I want to know if anyone has managed to solve it. I am using the Dynamic Table Plugin and it works well but I want to change the field type from a line of text to a list. Do you know if anyone has managed to do this?

So I have created both a form as a start even for a NAC workflow and, separately, a Nintex form for a SharePoint online list via the SharePoint list form designer. I noticed that in a choice field on my start even form I have access to my table data and external data, but not on my SharePoint list form. Is there a workaround for this?NAC start event form:SharePoint list item form: