Product Forums

Hello, I would like to propose that Tasks would not automatically default to start with @TODO.Frequently, BAs will leave steps open when developing a process, and they appear as @TODOs in the list, when in actuality, they are not. I address this in training, but dashboards are still littered with noise from empty steps. Am I the only one? Thank you, Victoria

Is there a way to list the attachments collected on a start event form onto an approval task form? I know I can attach the files in the task notification email (and any notification) that goes out.  However, that feels disjointed to me.  I have several sections in the starting form that require attached documentation.  To have that all come to the approver in one clump of attachments feel clunky. If anyone has done something like this, please let me know.  Thank you.

Hello Team ,  Kindly help with this language translation issue in k2 smartform . I have added the translated text in resource file under runtime and design time folder. K2 Version : K2 5.6Issue : Every other control is getting translated except radio button . Please see below picture .Please let me know if I am missing anything is here . Kind regardsRuchi Agarwal  

Hello,I am somewhat of a novice in using Nintex. Creating a form from a single SharePoint list is easy; however, I have three SharePoint Lists that I need to connect to one Nintex form. The total number of data columns exceeds the SharePoint limits, hence multiple lists.The goal is that the end user only has to go to one Nintex form to enter data (which populates back to one of the SharePoint lists) and to view information and progress of their project. Is there a version of Nintex, a webpart, a parent-child relationship, or any other option that allows one form to connect to multiple SharePoint lists? If so, what might that be?Thank you!

Apart from Nintex DocGen for Salesforce, are there other options to create PDF documents within Nintex Automation Cloud?  

Hello community,Looking to get some answers. When I clicked on the Field Tagger pop out, nothing shows up in my dev org. The visualforce page opens up but with no information. It is just a blank. I am set up as the system admin and I checked that I have access to the loop.fieldTagger visualforce page. The only thing that I haven’t set up is the Authorize Nintex e-Sign part in the Nintex Admin tab. I don’t think this would the field tagger issue. Does anyone know what could be the reason? Thanks! -NW  

Hello Community,I am looking for some assistance. I have an org that has the Nintex package installed; their version is 18.2. The Mass DDP function appears to be not working. When I try to run Mass DDP, I receive the confirmation. However, it is not generating the documents and I am not seeing any information in the DocGen Queue.I used the AI assistant in the Nintext website. It recommended to check the logs. However, I am not finding the logs in the DocGen Package page either. Can you give us some instructions on to access these logs or give us some insights on why the Mass DDP function is not working?Any assistance would be highly appreciated. Thanks! 

Hi, I created new service instance from new custom DLL. generated smart object and while executing smart object getting attached error.and this is working fine in my dev environment where as issue is with Production environment. both environments are having same network settings.appreciated if some one can assist on this.  Best Regards,

I am working on a validation rule that will be triggered if a checkbox is checked. If checked, either a value will need to be entered in the textbox or an attachment will need to be added.  Currently I have one rule assigned to the textbox control and another to the attachment control.Ultimately, I want a single rule, but I have not been able to get the syntax correct. The textbox validation works as expected. However, the attachment validation will only activate after the textbox validation. Here is the configuration. Checkbox: MFO_Spec_ExceptionTextbox: Spec_Exception_CommentsAttachment: Spec_Exception_Attach (css class attCtrlClassName7) JavaScript: // Spec_Except_Attach// Spec_Except_Attachfunction GetNumberOfAttachments7(attCtrlClassName7){ return NWF.FormFiller.Attachments.GetAttachedFilesCount(NWF.FormFiller.Functions.GetFillerDivObjectForControl(NWF$("#" + NWF$("." + attCtrlClassName7 + " .nf-attachmentsRow")[0].id)).data('controlid'))}Textbox Validation and(MFO_Spec_Excepti

I am creating a workflow which is triggered by an email arriving in an Exchange Online mailbox.  I can retrieve all the email properties (from, to, subject, date, etc) no problem.The email has a property “has Attachments” which is true or false.However, it does not seem to expose the attachment files themselves.  Is it possible to retrieve these?I want to create a SharePoint document set for each email, and store the attachments inside the document set as files.Thanks in advance!

I have a SharePoint List using a Nintex form. The name if the list is "OnboardingOffboarding".I have several columns that contain data records that was input from the Onboarding panel when entering employee information: "Employee", "Manager", "Employees Email", etc. There are 2 panels. One called "Onboarding" and the other is "Offboarding"There is a 3rd panel that has a main People picker that both panels use named "EmployeeName" that's connected to the "Employee" column that we want to utilize for both panels.Once a person is populated in people picker and the "Onboarding" panel is chosen, it pre-populates the employee name, manager, employee email, etc. from userProfileLookup. The other fields are textboxes, dates, and dropdowns.  What I need is when the "Offboarding" panel is chosen and you put in a name in the "EmployeeName" people picker, that it checks and matches the Preferred Name value in the "Employee" column, and if true, displays it in the calculated field named "EmployeeDi

I am trying to find a way for several bots to work from the same shared Excel file.  Assume there is a large list of data (Account Numbers) in one column and another column beside it called “RPA Status”.  When one bot starts to work an account, it looks at the Excel file to find the first Account Number with an empty RPA Status field.  It then copies this Account Number and writes “In Process” to the RPA Status field so that another bot will not pick up this Account Number.  It writes back “Complete” once it has completed whatever process it is doing.  Ideally, I’d like to have multiple machines pulling in and writing back to this Excel file. The issue is that if I try running another bot pulling from the same file, the Excel is in “Read Only” status until the other workflow is completely finished.  Is there a way to write to an Excel file and immediately close out the connection so that another bot can write to it?  I know SQL is an option, but that raises several other issues.

Issue DescriptionWhen you enable the 'Prevent XSS' property on the data label, it is only working partially and you are still able to get the data label in a list view to execute the script.ResolutionThe fix is available in:Nintex Automation (5.7) Fix Pack 19. Nintex Automation K2 (5.8) 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.

Goal - fields set by Site WF will update the List for all items. 2 date fields are required/start variables in the site wf - which kicks off an email with those 2 fields and a link to a new listform. Once the form is begun, the user can save/continue later  - and then submit.  The list workflow will kick off upon new item and update the item name, route through approvals then PDF the form and send to final destinations.  HOW do I configure so that the Site WF, which has collected 2 date fields (stored in variables), will ALSO update in the listform fields (so the user clicks the link to open a new form and the 2 date fields are present) AND those 2 date fields are also populated in the list (for all items).  the 2 date fields do not change (until next quarter). 

Issue DescriptionWhen you upgrade to Nintex Automation (5.8) and use French, German, Spanish, or Arabic, and attempt to access the Category in the Designer with a Workflow that has only been deployed (but never edited) an error occurs.Error Message:The following error occurs: "Invalid version format. Expected format is 'major.minor.'"ResolutionThe fix is available in:Nintex Automation K2 (5.8) Fix Pack 02.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 upgrade from K2 Five (5.6) to Nintex Automation (5.7) and refresh the Account Management Service instance, the Create method for the Active Directory User SmartObject is no longer available. An error then occurs when executing any methods on the SmartObjectError Message:The following error occurs: “ServiceObject: [ADUser]. Method:[Create]”ResolutionThe fix is available in:Nintex Automation K2 (5.8) 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.

Hello,This is my first time I'm using SmarBox SmartObjects with item level permissions. I have read the documentation about configuration of SmartBox SmartObject Data Access policy configuration, but I can’t figure out how to configure Data Access policy to allow each user access only to those items witch is created by them self's?Can somebody help me on this?Kind regards

Hi, does anyone know how to change the background colour of an embedded NAC form iframe? We have some rules on the form which makes the form longer or shorter, depending on the answers to previous questions, so need to set the height of the iframe to accommodate this. This results in an unsightly grey box beneath the form. Any idea how to set this to white? Setting background-color="white" doesn’t work. <script src="https://domainX.workflowcloud.com/embedform/iframe/ntx-embed-iframe.js" data-id="ntxFormContainer-75057f2a-6aef-45e9-a803-4efa3b6f358d"></script><iframe id="ntxFormContainer-75057f2a-6aef-45e9-a803-4efa3b6f358d" scrolling="no" style="width:100%; border:none;" height="2000px" src="https://domainX.workflowcloud.com/embedform/iframe?id=75057f2a-6aef-45e9-a803-4efa3b6f358d"></iframe>

I have workflow with one decision activity. In decision activity i am checking condition If A=A follow “true” path Else follow “false” path. Sometime workflow is following both path “true” as well as “false”.  even if A=A in there. I am not sure why it is taking both path? Any one is having idea please help me to understand and fix the issue.

Hey Team,I am having some challenges with form rules / validation working correctly against a field that I am populating using a data variable. Build Details:I have a form variable “StaffID” that I am populating from a value parsed in the form URL I then have a form data variable configured that is querying a SQL view that is filtered using the StaffID value On the form itself I have a field “StaffName” which is configured as “Required” and “Read Only” and to populate the StaffName Field I have a rule rule triggered if it is “Not Filled” to set the value based on what is returned in the data variable.Now this all work great if the StaffID that I use in the URL is valid and returns a result, but if I use an invalid ID in the URL, the StaffName field will obviously be blank and you would expect that the form would throw an error saying that the SatffName field is required when the submit button is hit, but it does not… the form is submitted with a blank value for StaffName.I have also tr

Hello,I have a new issue where I am trying to migrate a 2013 On Prem workflow that uses list content type to create a new item but in automation cloud I am not finding the list lookup option how it functions in on prem environment.  There are several fields that need to be added to this new item action via list lookup, just unsure how exactly I connect to this content type to filter each field.  

A user has reported that they are unable to see more than one filter option on a specific for all filters on the skuid page. I have been able to replicate this issue and also verified this is working for other users with the same access. I also verified the data is correct and not limiting to cause these issues.  

We’re continuing to expand the capabilities that Nintex Data supports.  We’ve recently added support for large text fields that support rich text.  This makes document generation even more powerful.  We've always respected document formatting when generating documents.  If you place your tag into a bulleted list, the items in that tag will come out as a bulleted list.  By respecting the original formatting of the document, you can create very accurate documents. In this blog, I'll continue on from my previous blog where we use Nintex data as the source for document generation but note you're not restricted to just using Nintex data - you can populate your document from any data source.  I’ve assumed you’ve read the previous blog which provides some context and some fundamentals on using Nintex data and document generation. In that blog we simulated a council and making public spaces available for hire.  There's a plain text field that provides a description of the public space and that

Goal - scheduled wf to send email to AD group containing Dates and a formlink to a list form.  List has wf to route form through approvals, PDF it then route to final destination doclibs. current design:The Site WF collects 2 date fields (I have these as start variables that are required - I have the Site WF to start manually) then send an email to an AD group. The email contains these date variables in the email, additionally a formlink to a listform. The site WF never kicks off, receives this error message: Coercion Failed: Unable to transform the input lookup data into the requested type.

Hi - first time ‘poster’ so please be nice! (and apologies if this has been answered before). We want to give our Salesforce users the ability to print a report when they are in their report window. I can see that we can do things like schedule a report run and email it to an individual but I don’t want to have to set up every report (with criteria) for every account manager. How can we set it up so the report printing can be on demand and on the selected report? ThanksTerry