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Invoice processing is one of the most common automation scenarios I encounter across organisations. Finance teams are still manually opening PDFs, reading invoice data, and entering values into ERP systems.With Nintex RPA, Python, and Azure Document Intelligence, we can build an intelligent document processing (IDP) pipeline that automatically extracts invoice metadata and converts it into structured formats such as CSV and JSON. The Automation ArchitectureThe overall automation pattern is straightforward. Nintex orchestrates the workflow while Python integrates with Azure’s AI services. Workflow OverviewThe goal is to transform an unstructured invoice PDF into structured business data that downstream systems can consume. Why Azure Document Intelligence?Azure Document Intelligence provides AI models that can extract structured data from documents without custom training. In my personal experiences with recent POC builds and testing of various other services, I have found the model to b
We have one multiple selected person group column (People Picker) and retrieving all emails into the Nintex Cloud Form. 2) If its work, then we have to replace the existing values with new Like ABC; XYZ with ABC; LMN.How to do that in Nintex form.
We are just getting started with Nintex Apps. Trying to build an application to allow for the management of documents in a Sharepoint document library, however we do not see how to create the connection. Can this even be done? We’ve built something in PowerApps but I do not want to have to use that if I can avoid it.
We recently installed Nintex RPA 25.11. In Nintex Admin, we’ve defined user “testuser”, and granted “Console Mgr/API calls=Y”.Nginx is configured for HTTP only (port 80). We’re not using A/D.When I browse to http://myserver-fqdn/console, I get “HTTP 403: Forbidden”. <= In other words, I’m browsing using my Windows login, vs. Nintex “testuser”Q: What should I do in order to access ConsolePlus?
Hello All, How to use item permission in k2 five workflow with SP library. Please let me know how to accomplish this.I don't want to use any legacy workflow designer. ThanksSurya
Issue DescriptionWhen you access the Designer, repeated errors occur in the Host Server Log file, however functionality is not affected.Error Message:The following Host Server error occurs:“MsgID= IDNumber (Message Not Found)MsgID= IDNumber (Message Not Found)”ResolutionThe fix is available in:Nintex Automation K2 (5.9) Fix Pack 04.Ensure you have the correct K2 version and/or Cumulative update installed. See KB001893 to see what Fix Pack level you have installed. Download the latest Fix Pack using the links in the table above for the version you require. Install the Fix Pack to apply the fix. It is recommended to clear browser cache and refresh the page.
IMPORTANT:If you perform a reconfigure without reinstalling the fix pack, users will not be able to log into Nintex Automation Designer/Manager/Workspace/Runtime after the reconfigure completes and the below error will occur:“HTTP Error 500.19 - Internal Server Error” NOTE: If you have client tools installed, please do a manual IIS Reset after installing the Fix Pack. Fix Pack Release Date Download Link Fix Pack 01 21 May 2025 Contact Support for this Fix Pack Fix Pack 02 12 June 2025 Contact Support for this Fix Pack Fix Pack 03 8 July 2025 Contact Support for this Fix Pack Fix Pack 04 15 July 2025 Contact Support for this Fix Pack Fix Pack 05 12 August 2025 Contact Support for this Fix Pack Fix Pack 06 17 September 2025 Contact Support for this Fix Pack Fix Pack 07 25 September 2025 Contact Support for this Fix Pack Fix Pack 08 15 October 2025 Contact Support for this Fix Pack Fix Pack 09 24 October 2025 Contact Suppo
In Nintex DocGen for Salesforce trial package, I have a ‘Automated DocGen Instances’ section in Nintex Admin tab. I currently don’t get any csv files when I click on refresh button. Is it because I am in trial version? What kind of transactions are included in this csv file?
I am getting this error for Drawloop(DocGen) in my sandbox,Your organization's trial period has expired. Please have your administrator contact support for assistance. (LicenseInvalid)Include this Error Id if you contact support: 4ea32213-ea84-4d60-9dc2-a3c11b1b4dCan you help me to update the license in the sandbox. The Sandbox ID is 00D9Z00000Hi1t3 and the company name is Aldar Properties.
How to add more than one conditional logic on the conditionally template logic How to add more conditional logic on the conditionally template logic AND both in one like Can we use it like this?
Product: Nintex Forms – New Responsive DesignerPlatform: SharePoint OnlineLicense: Nintex Forms & WorkflowForm Type: List Form (not Start Form)Issue Type: Feature not available / UI behavior Issue SummaryThe Calculated Value control does not appear in the New Nintex Responsive Form designer toolbox, despite the tenant being licensed for Nintex Forms & Workflow and the form being a List Form. Detailed DescriptionWe are using Nintex Forms & Workflow on SharePoint Online and editing a List Form in the New Responsive Form designer.According to Nintex documentation and licensing guidance, the Calculated Value control should be available in this scenario. However, the control does not appear in the toolbox when editing the form.This prevents us from performing standard form‑level calculations (e.g., multiplying an Integer field by a Currency field) and forces us to rely on external processes such as Power Automate, which is not ideal for real‑time form calculations. Expected Beha
I am pulling data from a SharePoint list and populating a repeating section within a form, which is working. However, due to the nature of the data and the process, the data cannot be removed from the section or new data added. So, how can I remove the 'trash can' and 'Add new row' controls from a repeating section?
HI!I have a workflow where I need to be able to carry over an attachment (or two). I have a section where in one approval task (phase 3) you can upload an attachment and once its ready to go to the next approver (phase 4), the attachment carries over to be viewed. Is that possible? If so, how does one approach this? I have been trying for hours and unable to find anything on attempting this, help? Upload attachment in Phase 3 and carry over to Phase 4:
In AssureSign, is there a setting for envelope expiry notifications to be sent to the signer when an envelope was sent via SMS?
We just discovered a huge problem with task delegation in NAC. When task approvals are manually delegated there’s no audit trail of this change. Somewhere in workflow tracking or in the instance history or task history we would expect to see the original task assignee and who delegated the task and when. All we can see is the task outcome and task history of the delegate. This is a huge problem for us!
I need to clear the invalid msp\group_ITTesting_1 group from my workflow destination rules. The K2 Designer won't let me save because it cannot resolve this identity. Since the role is missing from K2 Management, how do I strip it out of the workflow tasks?
PROBLEM:I'm trying to create a wizard (Nintex/Kryon RPA 25.11) that executes the following .bat file: pushd \\myshare\appdirectory myapp.exe arg1=abc arg2=xyz "MyApp" is a Windows .exe. There's a link to the .bat file on my desktop. MyApp needs to run from “appdirectory”.I "Start with a recording", double-click on the .bat file, and run through the initial prompts in the app.When I stop the recording, I get: Some of the recorded steps do not appear in the wizard... Ask your administrator to add these applications/websites from Nintex Admin, then record the steps again: 1) explorerI've defined "MyApp" and Windows File Explorer ("explorer") in Nintex Admin. The first step I see in the failed recording is the first dialog "MyApp" displays (along with all subsequent dialogs). The recording doesn’t include running the .bat file.My .bat file never actually shows Windows explorer - it just runs the app.Q: How can I get the Wizard to invoke the bat file: to double-click on the desktop
Using the Asana 'Create a Task' action, I cannot create a task without first selecting an existing project out of the Projects list. The Projects list is not required, but will fail if not selected. My goal is to create a project and add a task to it. Any thoughts on how this can be done in Nintex?Here is the error. It's the same whether or not I use variables. Here’s the configuration:
We are using K2 SmartObject with Authentication Mode configured as OAuth in K2 5.4 FP23.The issue is that when a user executes the SmartObject via a SmartForm for the first time, the system always redirects the user to the OAuth authorize URL and requires the user to manually provide consent.We would like to know if there is a way to prevent this first-time redirect and consent prompt.Is there any configuration or approach (e.g., admin pre-consent, service account configuration, or token pre-authorization) that would allow users to execute the SmartObject without being redirected to the authorize URL on first use?Our goal is to avoid requiring each end user to manually grant consent when accessing the SmartObject for the first time.Environment: K2 Version: 5.4 FP23 Authentication Mode: OAuth SmartObject executed via SmartForm
Issue DescriptionWhen you use a data-bound custom control that previously worked without issue and apply Nintex Automation K2 (5.9) Fix Pack 01, you begin to see two “List Data” properties displayed in the custom control property panel.ResolutionThe fix is available in:Nintex Automation K2 (5.9) Fix Pack 03.Ensure you have the correct K2 version and/or Cumulative update installed. See KB001893 to see what Fix Pack level you have installed. Download the latest Fix Pack using the links in the table above for the version you require. Install the Fix Pack to apply the fix. It is recommended to clear browser cache and refresh the page.
Issue DescriptionWhen you sort a Paged List View from a SharePoint Library on a Lookup (Value) column by clicking the column header, the sorting is applied only to the items displayed on the current page rather than across the entire data set. When you navigate to page two and apply sorting, it again only sorts the items on that specific page. However, when you sort by a different column type, the sorting is correctly applied to the full data set.ResolutionThe fix is available in:Nintex Automation K2 (5.9) Fix Pack 03.Ensure you have the correct K2 version and/or Cumulative update installed. See KB001893 to see what Fix Pack level you have installed. Download the latest Fix Pack using the links in the table above for the version you require. Install the Fix Pack to apply the fix.
Issue DescriptionWhen you use the Generate PDF action in a workflow, you will encounter an error that appears directly in the generated PDF.Error Message:The following error occurs: “'401.2 - Unauthorized'”ResolutionThe fix is available in:Nintex Automation K2 (5.9) Fix Pack 03. Nintex Automation K2 (5.8) Fix Pack 28.Ensure you have the correct K2 version and/or Cumulative update installed. See KB001893 to see what Fix Pack level you have installed. Download the latest Fix Pack using the links in the table above for the version you require. Install the Fix Pack to apply the fix. It is recommended to clear browser cache and refresh the page.
is there an example on how to pass file variable on a Start from, select Component workflow. we want to call http request to start a workflow from our internal app.https://help.nintex.com/en-US/nwc/Content/Designer/Startevents/ComponentWorkflow.htmWe might have multiple files to pass.
Hi there,I’m wondering if there’s a way to bulk export archived processes (not bulk archive)We’ve recently discovered that our archived processes are counted in our total process count, and since 2016 we’ve only archived—not deleted—so we have quite a few accumulated.It would be really helpful if we could remove them from our tenant and work through them separately to support our compliance requirements.Has anyone else run into this issue?Thanks,Erin
Hello,I have recently just come across an issue with the date difference formula I have used for a couple of years now. Its been working until now. Below should be 60 months but instead is 61…Here is the formula I am using:dateDiff([Datetime].[TotalMonths],[Form].[fromDate_GP1],dateAdd("Months",1,[Form].[toDate_GP1]))
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