Product Forums

I see in the April 2025 Release Notes that there is a new feature --“Import / Export Workflow File via API: You can now use the Nintex Workflow API to import and export workflow file-based definitions.“in the API page, it says, “Export a published workflow design to import it into another tenant.”I was wondering, “What if I don’t want to import into another tenant?”Can I simply export it from a custom program and store the workflow definition file in a repository, so I have some kind of software versioning process?Maybe -- I might have to try it out.  But I was going to check here first if anyone else has al

I am a long time Nintex RPA LE (Foxtrot) user looking for other Fiserv users who have had success or are looking to run processes within the new Fiserv Premier interface, preferably in an Unattended environment.  I would love to discuss any best practices that you are using and will be happy to share some of my successes.

5.6 FP21 using new identity service, if a task is assigned to an AD group:Can someone confirm the following behavior:Resolve groups to individuals option Checked - Membership is resolved at runtime once.   Changes in AD group membership will not alter the visibility of existing workitems.    e.g. Employee changed role to a different department and is taken out of an AD group.    Employee will continue to have visibility to existing workitems assigned.  Only new workitem / task will it exclude the employee that’s no longer in the AD group. Resolve groups to individuals  Unchecked -  AD group membership change picked up by Identity Service would be reflected in the workitem.   Removing employee from AD group would no longer show the item in employee’s worklist.   Adding new employee to the AD group would gain visibility to in-progress workitems assigned to that AD

With K2 5.8, we've added translation support for SmartForms, but your data remains as it was captured. However, you can use the below example to display different values based on locale for any control that binds to a SmartBox object by utilizing the exposed out of the box Browser Culture field.Adding to your SmartObjectAdd a new Text property to your SmartObject called e.g., “Culture”. This property will be used to determine each row’s locale (e.g., “en-US”) when adding/editing data.Add a Number property that will be used to link each value per language to each other (e.g., another ID property).Adding to your viewAdd the new prope

Release notes: Nintex Apps for Salesforce 17.8.9 Page Designer Updates Demo  Variables PanelA new Insert variables panel allows you to easily add merge syntax in places like Text components and component headers. Check out the video above for more details. Docs: Variables Action flowUse new keyboard shortcuts (hotkeys) to quickly navigate, edit, and manage actions in the action flow canvas. Demo starts at 1:38 in the video above.Docs: 

Release notes: Nintex Apps 17.8.9 Here are the highlights. Connections and ALM  Documents (Nintex DocGen) ConnectorLeverage the new Nintex DocGen for platform services directly from your apps.  Docs: Document generation connection and models  Deployment  UI for Apps (Beta)All sites can now leverage a no-code UI for progressing their applications between Development, Test and Production tenants. Dependent Workflows, Documents, and Data tables will move along with them. Demo:

My company was recently renewing licenses for Nintex On Prem, and heard that Nintex will no longer be issuing licenses beyond April 2026. I understand that Microsoft has deprecated the workflow engine, but as far as I am aware, it will simply no longer be updated - not entirely removed from existing on prem installations. Is it the case that Nintex will stop issuing licenses for all existing installations of the Nintex Workflows On Prem product for all on premises SharePoint installations?

I have a simple document generating workflow that is pulling from a SharePoint list which contains numbers with commas.  When i generate the document, these numbers are not including the commas in the numbers.  For example:$30,000 (How it looks in SharePoint)$30000 (How it looks when generating the document using the variables)   Anyone know how I can include the commas exactly how it shows in SharePoint?  Hopefully I am making sense.   Thank you!

For K2 5.8 on prem + SharePoint online I have an issue with a SmartForm.A SmartForm was generated for a SharePoint online list and I added some layout and rules customizations.Later I added a new SharePoint list field that is a mandatory one. The SmartObject was regenerated and the new field is available to drag it on the SmartForm, but is not showed as a mandatory one.Yes, I can add the asterisk on the label, but on save when the field doesn’t have a value is not underlined in red as the other mandatory fields.Is there some additional configuration to do for this?Thank you.

We have connections upon connections as I’m sure most do. How do we trigger a notification if a connection is expiring? This is causing all kinds of issues that stretch beyond a workflow not running. Has anyone found a way to monitor tokens and alert the owner, or anyone BEFORE it expires? 

I wanted to share a few workflows I developed to help in maintenance of running instances and tasks.  I will include the exported workflow keys so you can import them. Once configured and published, the workflows will run daily to generate a report that is emailed to you or to a user to identify any instances running longer then X days or any tasks that have been “escalated” so that you can ensure someone follows up and completes those assigned tasks and running instances. Here are the workflows:Component - Get Escalated Tasks Component - Get Instances Older than X Days Dispatcher - Get Escalated Tasks and Instances Older than X DaysFor workflow 1, here is the key for importPzbcwoV45GkeK3xRPe2K7k7pH7si5Nvv3Cbjs5dmQT5STSwfQ For workflow 2, here is the key for importPzQ7ZjbkfH8xDXC8EzJwquzBKZs8Tuj3MXkuKtHfYTX6aRZC6 For workflow 3, here is the key for importn6Fewfqjje

I want my Nintex task form to display multiple choice checkboxes using data generated from a previous step in the NAC workflow. At first, I tried using Collections for this, but that did not work. It was not an available option in the “Choice - Multiple” form control. I then switched to another method, whereby I stored the data in a SQL database table, added an “External Data” variable in the form, and did an “Insert” in the Choice - Multiple control using this external data variable. It worked, but it is slow.  15 seconds or more sometimes.Any suggestions on improving this? See screenshots below. First shows the configuration. Second shows the slow-to-load, grayed out control. Third shows Multiple Choice control when populated. 

Hi, I created a custom connector using xtensions. I was able to test that it works because I am able to call the connector in my flow then I log the results to the instance details. However, when I create the data look up in my start form. It is returning with No Data Provided. Based on the testing from calling the connector in the flow I can see that I am returning back the expected results so I know the connection is working. The custom connector I created is for CRM Dynamics. The out of the box CRM connector is not available for creating a Data Look up so I had to create it in xtensions. 

Hi Everyone,I recently came across a use case where I needed to dynamically set with a variable the maximum number of rows in a repeating section. As you can see below we can do this for the default number of rows but not for min and max  rows.I’ve created a nintex idea for this hopefully simple change and would appreciate your support in voting for it 😊 (Nintex have just updated the idea to open for voting)Dynamic Min / Max rows for repeating section | Nintex Ideas ThanksGavin   

My actual response from apis is { "restrictions": [ "apple", "banana", "orange" ]} 

Hi,at a customer of us there are duplicate entries in workflow inventory. They use Nintex for SharePoint 2019, 5.2.12.0.I found out that in the Nintex content database there are rows with an invalid WebApplicationId in the tables dbo.Workflows and dbo.PublishedWorkflows. In fact there is no WebApplication with this ID, and there is only one Nintex content database. As it seems to me, when the customer publishes such a workflow, a new row is created with the correct WebApplicationId. So workflow inventory shows a published version and a version 0.1 of the workflow.Is it safe to update the WebApplicationId in dbo.Workflows and dbo.PublishedWorkflows and to remove duplicate rows from dbo.Workflows? That way it would try to solve the problem.Regards, Andreas

We are running K2 5.6 FP29 and have followed the Manually Setting AAD for login and also the identity sync article.  Logging into using AAD works but the identity synch fails with the below error.  We followed the same steps in our dev and qa environment and the sync works.  Does anyone know how to fix a missing or malformed token? Error - {"odata.error":{"code":"Authentication_MissingOrMalformed","codeForMetrics":"Authentication_MissingOrMalformed","message":{"lang":"en","value":"Access Token missing or malformed."},"values":null}}   at SourceCode.Sync.Providers.AAD.Net.AadHttpClient.<ValidateResponseAsync>d__21.MoveNext()--- End of stack trace from previous location where exception was thrown ---   at System.Runtime.ExceptionServices.ExceptionDispatchInfo.Throw()   at System.Runtime.CompilerServices.TaskAwaiter.HandleNonSuccessAndDebuggerNotification(Task task)   at SourceCode.Sync.Providers.AAD.Net.AadHttpClient.<GetStreamAsync&

You can now for some comprehensive training located in the LMS at Catalog - Courses - Nintex Apps - Level I - Description | Nintex UniversityWe’d love to see what you build, via some screenshots in this forum. 

Hello, Is it possible to generate a document based on data provided outside Salesforce?For example can I call a DocGen api endpoint to trigger the document generation process manually, and pass REST variables to this endpoint to use while generating this document?​​

I have a collection named PRODUCTI am looping into my collectionIn the collection, I have many fields, but there is one Text field that is empty: Components Text.How can I update this field to put a value in it?

Is there a way to track or identify changes between different versions of a form? Currently, the saved file structure makes it difficult to visually spot differences—only the person who made the changes typically knows what was updated. Is there a way to generate a summarized version of the changes for each version?  

Hi,I have an audit requirement to retrieve the history of worklists that were delegated during a specific period.For example: Was any delegation assigned to Mr. Y on behalf of Mr. X on January 15th, 2020?If yes, did Mr. Y perform any tasks on behalf of Mr. X?Thank you for your assistance — it's much appreciated.Best Regards,Thriveni

For Nintex Automation Cloud, after the form is filled, or after the endorser go to the form to endorse/reject, the form will not be able to view in the form format anymore, we can only see the filled information in all text format in SharePoint on Premise, or in the email. Is there any simple way to view the information in Form format? I'm not keen with HTML script, so I don't want to design the view using HTML. For the Nintex on Premise, we can always go to the form. This is quite a problem that end users complain.

There are many posts about this, but they’re all pretty old and the architecture has shifted around quite a few times.Pretty simple request with a lot of complexity underneath: I want an unauthenticated user to be able to create a custom object record, and then upload a file related to that record.I’m trying to do this in a Lightning Aura Exp Cloud site (if I’m not mistaken, LWR is not yet supported).I’ve got Skuid showing up and the fields in a form. File Upload is rendering - the only configuration that works is Content Document with no model selected. I cannot seem to figure out how to relate it to the record that’s being created.I tried having the File Upload component inject a custom file name or description, which could then theoretically be used by a Flow or Apex to go find and then relate the two records on the backend, with system context. But no dice yet - the custom values do not get saved on the file in Salesforce.

I have a Nintex form where there is a panel that should be locked down in edit mode unless the person editing the form is a member of one of five groups. I read that this fn-IsMemberOfGroup function is limited to only two groups.This caused an error in the form - where some of the other approvers received an “this item had not been shared with you error”...fn-Or(fn-Or(fn-Or(fn-Or(fn-IsMemberOfGroup(“Group1”),fn-IsMemberOf(“Group2”)),fn-IsMemberOfGroup(“Group3”), fn-IsMemberOfGroup(“Group 4”),fn-IsMemberOfGroup(“Group 5”))))) && Is Edit ModeBasically, we don’t want the Created By/Requestor and their “manager” (a people picker field) to edit that panel...if the fn-IsMemberOfGroup is limited to only two groups - is there a different rule I can use to prevent the requestor in updating that panel?