Product Forums

Hi everyone!Nintex Apps for Salesforce 17.9.5 is live 🎉 Here’s what’s new in the Page Designer 17.9.4 and 17.9.5. 🔍 Page SearchQuickly find and navigate to page elements with the new Page Search feature! Whether you're deep in troubleshooting or just getting started, this one’s for you: 🛠 Troubleshooters: Instantly locate specific components on a page — even if you didn’t build it 🦸 Power users: Jump to any element without touching the mouse ✨ New users: Search for terms and see exactly where they live on the page  📄 Documentation📝 Also notable ⚡ Page Designer performance improvements. Updated Tab Names to clearly differentiate between editing and preview modes, reducing confusion when multiple tabs are open.  Now Page Designer tabs use the convention Page Name - Edit and preview tabs use the convention Page Name - Preview. 🔗 Full release notes💬 We’d love to hear what you think! Share your thoughts in this forum community or feel free to DM me directly.

Hi everyone!Nintex Apps 17.9.5 is live 🎉 Here’s what’s new in the Page Designer 17.9.4 and 17.9.5. 🔍 Page SearchQuickly find and navigate to page elements with the new Page Search feature! Whether you're deep in troubleshooting or just getting started, this one’s for you: 🛠 Troubleshooters: Instantly locate specific components on a page — even if you didn’t build it 🦸 Power users: Jump to any element without touching the mouse ✨ New users: Search for terms and see exactly where they live on the page 📄 Documentation📝 Also notable ⚡ Page Designer performance improvements. Updated Tab Names to clearly differentiate between editing and preview modes, reducing confusion when multiple tabs are open.  Now Page Designer tabs use the convention Page Name - Edit and preview tabs use the convention Page Name - Preview. 🔗 Full release notes💬 We’d love to hear what you think! Share your thoughts in this forum community or feel free to DM me directly.

I’ve added some custom fields to a document library and would like to automate the check-in process when a button is clicked. From what I understand, the check-in action only works if the document has been checked out beforehand. I need to access the form, update fields, then click a button save, submit and check in the document. Is this possible?

Business processes run on data. But too often, the challenge isn’t just moving data from one step to another — it’s understanding that data, interpreting its meaning, and then making the right decision in the moment. That’s where AI inside a Nintex workflow can transform the game.Imagine a scenario where you need to:Acquire data from a document (invoice, contract, customer feedback, application form). Compare that data to another trusted source (CRM, ERP, compliance rules, another document or historical records). Decide on the sentiment or relevance of that information (positive, negative, unsure). Conduct and automate the right next steps based on the sentiment.Nintex’s platform already gives organizations the ability to connect people, systems, and data with no-code/low-code automation. By layering AI into the process, customers unlock powerful new capabilities. This means workflows are not just step by step actions being performed, but intelligent data driven decision makers. Reduce

What is the best way to transfer roles and process ownership when someone leaves the workplace (Maternity leave or otherwise)?

Issue DescriptionWhen you use the Load, Delete, or Update Method for SAP OData an error occurs.Error Message:The following error occurs: “Invalid URI segment”ResolutionThe fix is available in:Nintex Automation (5.7) Fix Pack 27. Nintex Automation K2 (5.8) Fix Pack 22. Nintex Automation K2 (5.8.1) Fix Pack 07.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.

We were hoping to make a Global Function that could take a variable with delimited headers and do the following: For each header, create a new variable that is named using this syntax: Header + “-ColNum” Value for the variable would be equal to the column’s number, relative to the other other headers in the delimited variable.  As an example, a delimited variable like this: “Account Number, Balance, Address”Would result in the following variables:Account Number-ColNum 1 Balance-ColNum 2 Address-ColNum 3 In future steps of the wizard, this would allow us to use the new variables in place of hardcoding the column values. This would also make it so that if the order of items changed in the delimited data, the Wizard would still work correctly since the global function would be determining where that particular column is in the data at runtime.  Unfortunately, we can’t reference a variable in the variable name portion of the of the “Set a Variable” action.  Is there anyway to make variab

I'm fairly new to Nintex Workflow, though I do have some experience with other workflow applications. Right now, I’m working on configuring a Set a Condition step on my workflow with multiple criteria.What I’m trying to do is that when a [Vendor Id] is empty and if the [Status] field is either “Awaiting Final Approval” or “Dept Approved”.Solution #1If current item field equals value [Vendor ID] is emptyAND[Stage] is “Awaiting Final Approval”OR[Stage] is “Dept Approved”Solution #2If current item field equals value [Vendor ID] is emptyAND[Stage] is “Awaiting Final Approval”ORIf current item field equals value [Vendor ID] is emptyAND[Stage] is “Dept Approved”Based on my experience with a previous app, the second solution usually delivers the best results. However, I'm not sure if that applies to Nintex Workflow. When I tested the second option, it didn’t trigger anything, whereas the first one did work. Could you help clarify this for me? I really appreciate your support. Thanks in advanc

Hi, I try to do the tutorial on RPA developer and try to record the Zoho website. After record, some recorded steps do not appear. How to add the application/website?  Thank you.

Is there a form variable that allows the approver to approve a form within an email? 

Based on log details provided by my DBA, I noticed the top queries executing in K2 DB belong to schema “Utility”, “Identity” and “Server”. Below are the K2 processes causing the huge transaction log:-Identity.AcquireLockForIdentity Server.kLogProcInsts Identity.ReleaseLockForIdentity Utility.EncryptionBeginMay I know is there a way that can minimize the transaction log size?

I have three groups of controls (dropdown, textbox, button). I want to validate the groups separately, and I am having issues with the button only validating the dropdown/textbox it’s associated with. can this be done with only validation rules, or will I need JavaScript?   

I need a column that shows the current date, so it updates every day, How can I do this? I have a wf that loops every day and updates the current date column daily but wondering if there is a better way as I need to keep the row where I run it from.

I set up a workflow which has a trigger condition to check if the date in a column is = to the current date. If it is then the WF is triggered. However it not being triggered. I was thinking about starting the WF when a new item is created and using the pause until action but I not sure how many rows will be in my list and have WFs running. If I had 100 rows all with WFs running will this be an issue. I have a another WF which updates the current date column to the current date every day. I was thinking this would be the trigger for the WF above as the column has been modified?  Please advise.Thanks   

I’m calling a webservice to read from the termstore. This actions requires credentials in the action itself. Is it possible to place this action in a group, leave the credentials empty and execute as the workflow owner (farm admin)? Or is it possible to work with some kind of labels to prevent the use of static credentials in the action?  

Nintex Apps empowers organizations to build custom applications that streamline processes and enhance the end-user experience. But what if you’re happy with the systems your users already work in, don’t want to spend a ton of time building a pixel perfect application—yet still need to generate polished documents in real time?That’s where Nintex Apps + Nintex DocGen come together. By embedding a Nintex App directly into your system of record, users don’t have to jump through hoops—searching for a website, logging in separately, and navigating multiple screens—just to generate a document. Instead, they stay in the flow of work.Behind the scenes, Nintex Apps can pull data not only from your system of record but also from other connected systems. Nintex DocGen then merges that data into professional, dynamic documents—whether contracts, proposals, reports, or any other business-critical file.The result: a seamless experience for end users, and powerful, flexible document generation for you

Issue DescriptionWhen you create Workflows in Designer from "My Items," they are placed in the root/public folder category, but when you create other objects from "My Items," they are not visible or accessible in Designer or Runtime.ResolutionThe fix is available in:Nintex Automation (5.7) Fix Pack 26. Nintex Automation K2 (5.8) Fix Pack 22. Nintex Automation K2 (5.8.1) Fix Pack 06.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 use Smart Actions with Microsoft Outlook on a Apple Macbook, the server responds with an error even when a valid workflow action is specified.Error Message:The following error occurs: “The K2 server was unable to action the workflow task,”ResolutionThe fix is available in:Nintex Automation (5.7) Fix Pack 26.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.

We have a few on premises SQL Servers that are currently used by Nintex Workflow.  They are due for a upgrades and/or migration to new servers (Windows OS upgrades, possibly SQL Server version upgrades).  What would be the impact on the Nintex connections? When I look at the connection definition, it appears that I can edit the connection and set a new database host name, if that name changes at all.  Could it be that simple?  Or is there anything else to re-configure?

When I print a set of documents from a DocGen Queue list view using the Download 1 PDF button, what is the order that documents appear in the resulting file? And is it changeable? It seems like it is the record id, but that is not particularly meaningful other than roughly corresponding to the order the documents were created.For context, I need to collate some documents with a set of documents produced by another system, and I am hoping to get them in the same order, by, say, Account Id (in this case Loop__Object_Id__c). 

Hello, One of our customers had a new starter whose entry into the AD system etc apparently went a little odd at first. Once consequence seems to be that when we call into K2 via the API for his tasks to be completed etc they processes aren't being progressed. The error we see in the logs is (note I have removed our security label, his username and company domain for security purposes): "680082778","2022-09-14 14:40:14","Error","General","1","GeneralErrorMessage","K2Worker.Action","1 26033 Worklist item 1819403_23 Not Open for {SecurityLabel}:{username}@{domain} at 10.15.150.85:57822   at SourceCode.Logging.Logger.ThrowLogMessage(MessageObject LogMessageObj)   at K2Worker.ActionInternal(ClientConnection con, Int32 version, ClientEventActionContext ctxt, WorklistItem* wi, ServerItem si, User forusr, String groups, String shareduser)  at K2Worker.Action(Object ocon, ArchiveX ar)","","","basascprdappv02:C:Program Files (x86)K2 blackpearlHost ServerBin","680082778","1e02f178483f41be96640cb

Hi,I am using K25.7, I recently encountered an issue with email events containing attachments in our workflow.The support team initially recommended applying Fix Pack 13, which resolved the attachment issue.However, we are now facing workflow failures where the activity recipients are null, specifically for reference items within a loop. This started after updating the SmartObject method, and although the data exists in the database, it is not being picked up.I am here attaching screen shot for your understanding.In Test1 Email, emails were received with correct values. In Update Status, updating only status field. in TestPostUpdate email , FQN is getting blank values but there are values in database table.If anyone has encountered a similar issue or has a recommended solution, please advise. Best Regards,Thriveni

Hello, is there any update on bulk archiving? I noticed questions from two years ago, so I'm hoping we might have a solution soon to help me with a major cleanup of our processes. Thank you!

Hello, can you help me please? Exception of type 'System.Web.HttpUnhandledException' was thrown.<br/>The AAD:xxxx@xxx.mx could not be found.  

Hello!I would like to request your support in setting up a connection from Nintex to send or receive information from Power Automate. Honestly, I don’t have much experience in this area and I’m feeling a bit lost when going through the documentation.I would really appreciate it if someone could provide me with a guide or step-by-step instructions on how this should be done. I’ve been considering using "Call a web service – Wait for a callback" since I need to receive some information back, but I’m unsure about how to properly configure and confirm this process.Any help would be greatly appreciated. Thank you very much!