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Hi there,I am new to NAC and need a bit of help. I created a workflow that takes the data from one multi-text field called ‘Updates and Tracking Notes’ and moves it over to another field called ‘Total Updates and Tracking Notes” along with the name of the user(modified by) and the date and time of the entry(modified)Anyway the workflow is working, however, it is not only updating the one record in the list but ALL records in the list.  How do I isolate so that only the record that the user updated is updated and not all of the records? am i somehow creating a loop? i just dont know where and how.WF-Run If Field ‘updates and tracking notes’ is not emptySet workflow VariableBuild String

Hi everyone, welcome to the Nintex Community! We made it!  This post has tips for getting started: To report a post that’s outdated or a link that’s broken, send a message to   nintex.community@nintex.com. A few housekeeping items:  Posts migrated from the old Skuid Community were added July 8-12, 2024. They came in roughly in age order, with the oldest posts first and the newest posts near the top. If you posted during this time, your post might have been buried, so feel free to reply on that post to “bump it up” to the top.   During the migration period, you may have gotten multiple automated emails encouraging you to select the best answer to your old questions. Do it! This makes it easier for others

Hi there,I am new to NAC and need a bit of help. I created a workflow that takes the data from one multi-text field called ‘Updates and Tracking Notes’ and moves it over to another field called ‘Total Updates and Tracking Notes” along with the name of the user(modified by) and the date and time of the entry(modified)Anyway the workflow is working, however, it is not only updating the one record in the list but ALL records in the list.  How do I isolate so that only the record that the user updated is updated and not all of the records? am i somehow creating a loop? i just dont know where and how.WF-Run If Field ‘updates and tracking notes’ is not emptySet workflow VariableBuild String

Can we create SMO for OData similar as K2 REST API Task to get users tasks

Hi all, Document generation is such a simple yet valuable method of getting quick wins on your automation journey.  You are saving your users a bunch of time putting repeatable documents together and you're also reducing errors. This article takes you through the process from start to finish and we'll use a combination of information gathered from a form and data stored in Nintex Tables to populate the document. Imagine a scenario where you are a council and you want to provide a service where customers can run a search of public spaces available for hire for weddings etc.  The output will be a nice one pager with a summary of their request and a list of the spaces in the area they have chosen. The person making the enquiry fills out a form similar to this one: This blog won't co

Hi Is there a way to generate a report that shows the count of how many times a certain Minimode link has been viewed?Cheers!

Is there a version history limit in NAC? We are missing versions on a workflow that we actually need back - version that was in production - and it stops at version 32. I logged a ticket, but stumped because nothing in limits or version history help documentation mentions anything about version history limitations. Please advise, we are in panic mode, as we cannot revert back to production version. 

En el vertiginoso mundo digital del dia de hoy, las empresas buscan constantemente formas de mejorar su eficiencia, reducir costos y mantenerse competitivas. La automatización se ha convertido en una estrategia clave para alcanzar estos objetivos, con la Automatización Robótica de Procesos (RPA, por sus siglas en inglés) liderando el camino. RPA es increíblemente eficaz para automatizar tareas repetitivas y basadas en reglas, brindando resultados rápidos en términos de ahorro de tiempo y reducción de errores. Pero, ¿qué pasaría si pudieras llevar tu estrategia de automatización aún más lejos?Ya sea que ya estés aprovechando las herramientas de RPA o que apenas estés comenzando a explorar los terrenos de la automatización; integrar una solución de flujos de trabajo como Nintex Automation Cloud (NAC) puede amplificar los beneficios que estás experimentando y abrir nuevas posibilidades para tu negocio. Aquí te explico cómo:Para Aquellos ingresando en los terrenos

In today’s fast-paced digital world, businesses are constantly seeking ways to improve efficiency, reduce costs, and stay competitive. Automation has become a key strategy in achieving these goals, with Robotic Process Automation (RPA) leading the charge. RPA is incredibly effective at automating repetitive, rule-based tasks, providing quick wins in terms of time savings and error reduction. But what if you could take your automation strategy even further?Whether you’re already leveraging RPA or just beginning to explore automation, integrating a workflow solution like Nintex Automation Cloud (NAC) can amplify the benefits you’re experiencing and open up new possibilities for your business. Here’s how:For Those New to Automation: Why Start with a Workflow Solution?If you’re just starting your automation journey, you might be wondering where to begin. RPA might seem like the obvious choice for automating mundane tasks, but before diving into bot

Can someone please confirm how the retention works in Nintex Automation Cloud for the following components/sections of NAC? Tasks for a user (My Nintex) Workflow tracking for business owners (My Nintex) Instance data (Automate) Tasks data (Automate)Note: I have looked and looked and cannot find help documentation on this. Did I overlook this somewhere? We need to know for audit purposes, we have customers asking us about it. Thanks!

I have a document library in SharePoint and want to query documents metadata by a SmartObject event in a workflow. When using SmartObject Services Tester tool I am able to execute the “Get Documents Metadata” method and add a custom filter. This configuration returns the desired documents metadata.Now I want to configure this SmartObject call in Designer in a workflow event. But I really have no idea, how to apply the custom filter in Designer. Thank you.

Hello everyone, How I can restrict the view of the forms view on Nintex mobile based on the department as an exampleHR should only view the related forms to submitand so on for the others departments.

Hello everyone, We are working on developing internal audit department’s process, this includes a whole system containing various documents to be a part of it, a user will save each document and after entering all record user will submit it to their Line managers.User will be entering data which will be multiple at steps and somewhere list view which will be editable.Kindly guide me if any approach that will be better for this.

We currently use the Import Users feature with Process Manager to manage our user accounts.  If a user has changed positions or roles within the company, Process Manager adds the new role to the user profile without deleting the old role.  We now find that many users have multiple roles (some up to 5) associated with their user profile.  This, in turn, impacts the notification sent to users based on their previous roles, which they no longer are interested in receiving.  Is there a setting or a way to ensure Process Manager deletes the old roles if changed?  At present, this is a manual process of going into each user profile and deleting the old role, which is time-consuming.  

 We’re very new to NAC and have a situation where some of our employees don’t have work email addresses and will remain unauthenticated users.When they submit an expense reimbursement claim, we need them to select an approval manager but because they are unauthenticated, they cannot select a name from the people control on the form.  I’m wondering if there is another way we can have unauthenticated employees submit a claim form and select their approval manager where it triggers a task email for a manager to approve?Thank you.

Hello, I need to create a form on Nintex for the employees to fill thiere health details then save it in sharepoint list, then generate QR code for each employee if anyone scan it the Nintex form will be appearing without any approvals just displaying the form data as a Nintex form, How can I do it.

I am pulling in several fields from excel and splitting the columns out to fields on a webpage.  There is one of those split values that need to be pasted more than once - as in generating a password.  What options do I have to get that value in two boxes.  It will paste in the first cell, tab to the next cell but nothing happens.  Eventually the wizard will move past that point.

I am working on a wizard that copies data from excel to a website, resulting in the return of a new account number that I need to paste back to the same excel document.  Is that possible?  When completed, I would have all the original excel data used to create the account and the column following that data would be the new account number.

Hi seems i’m having an issue setting up a basic postgress data source Tried connecting to db with same credentials via other methods and no issue connecting. Error seems to point to an invalid IP which i assume is skuid? This Ip in error is always the same , no matter which host IP i use. Unsuccessful Skuid could not connect to the Data Source. Please check all configuration values and make sure the Data Source can be accessed from Skuid’s web servers in your region. {“message”:“Get "https://can56.salesforce.com/services/apexrest/skuid/api/v1/auth/token\”: dial tcp: lookup can56.salesforce.com on 10.43.0.10:53: no such host"}

I built some workflows in the last part of last year. Many are medium complexity. I’m looking for some guidance on how I can speed some of them up. The under performing workflows are mostly those that make numerous updates to the SharePoint online lists - status columns etc.The type of column does not seem to have any effect on the time taken, but it seems to take around 30 seconds, to a minute to make one update. The connector is using a list/library connection with a identity that has full site collection access permissions. On one particular workflow that basically sets a flag on each item in a list view (based on date constraints), takes more than two hours to run through the for-each loop. The corpus size in that instance was only about 210 items.On the previous version of Nintex for SharePoint 2016 on-premises, the same workflow would be done in around 10 minutes.Is there a method I can use to update list columns via a loop, in a more efficient way? One th

I am using Auth0 login for users to be able to login/authenticate in Okta then redirect to the custom application and i want to know if we can pass the user token id to K2 Cloud REST API to be able to access user’s Worklist/Tasks. Initially I tried using K2 OData to get the tasks however it takes too long to load the data as it load all records first before executing the filter based on the query string. Account Controller:  public async Task Login(string returnUrl = "/")  {      var authenticationProperties = new LoginAuthenticationPropertiesBuilder()          .WithRedirectUri(returnUrl)          .Build();      await HttpContext.ChallengeAsync(Auth0Constants.AuthenticationScheme, authenticationProperties);  } Program.cs :builder.Services.AddAuth0WebAppAuthentication(options =>{        options.Domai

I am using Auth0 login for users to be able to login/authenticate in Okta then redirect to the custom application and i want to know if we can pass the user token id to K2 Cloud REST API to be able to access user’s Worklist/Tasks. Initially I tried using K2 OData to get the tasks however it takes too long to load the data as it load all records first before executing the filter based on the query string. Account Controller:  public async Task Login(string returnUrl = "/")  {      var authenticationProperties = new LoginAuthenticationPropertiesBuilder()          .WithRedirectUri(returnUrl)          .Build();      await HttpContext.ChallengeAsync(Auth0Constants.AuthenticationScheme, authenticationProperties);  } Program.cs :builder.Services.AddAuth0WebAppAuthentication(options =>{        options.Domai

Hi, over the weekend my workflow started to error out at the following action. I have no idea why it started failing all of a sudden. When approvers go in to approve the task, they are able to approve it however the status of the workflow shows up blank and it errors out with “The workflow could not update the item, possibly because one or more columns for the item require a different type of information. Access Denied”. Things to note:The current workflow task history is hitting 55000+ items which does surpass the threshold. I will work to get the task item count below the threshold.  Additionally, I have provided the group of approvers with Contribute access, it was previously just member access.  I have also tried to add a commit pending changes before the “Start CreateRequestNum workflow” and this hasn’t helped in anyway The workflows started erroring today as soon as someone approves the request, it restarts the workfl

I have a multi line of text column set to Enhanced rich text and to append changes to existing text. In my workflow I take the value from another column (CommentInitialReview), modify the text through a Build string action, log the variable resulting from the Build string action, Commit pending changes and then attempt to update the item with a Update field action. Despite the fact that I have the Commit pending changes action and despite the fact that variable produced from the Build string action logs a non-null value, I still get the infamous “The workflow could not update the item, possibly because one or more columns for the item require a different type of information.” Below are

In the course "Collection operations - Nintex for Office 365" I am having a couple of issues when trying to create a collections workflow following the Module Test at the end of the course. First, let me state the first problem; our organization does not make Nintex for Office 365 available to us, therefore I have to use Nintex Workflows for SharePoint On-Prem. Because the collection actions used in the course are not the same as the ones in On-Prem, I wasn't able to recreate a lot of them, but I did the best I could. I have three problems: