Product Forums

I am using a Request Approval WF action to send an approval request to a coworker.  I would also like to CC another employee in the same email and have them be able to only view the task form.  I understand they will not be able to approve/deny the request, but I am wondering if it possible for them to be able to view the task form with everything disabled (as usual).After the CC'd employee gets the email, they try to click on the task link and are sent to this:Note: The main approver is able to see and approve the task, but the CC'd employee can't view it at the least.I know that the "You are not authorized to approve this item" verbiage is at the top of the task form when it is anyone but the approver viewing it, but it's showing up here before the CC'd employee even gets to it.Any input helps!Owen 

Hi,I am a Promaster and I get this error when attempting to reattach a document to a process. Document was initially deleted from process as an updated version of same document was needed. Newer version replaced old via the edit document option under ‘Replace with new version’ in the Document tab menu. Neither the Attach Existing Document option finds the existing document in document library, nor the Upload New Document option allows you to do so because it is already an existing document in the system.Couldn’t find this issue being posted before. Thank you in advance for your assistance in this matter.Regards,Ulises  

 Hi we are trying to pass parameter value to Worklist filter via rules and saw that filter settings was disable.  How can we enable this setting?   

I Configured a Drop-down to show a column in my SharePoint list, however, when going to preview and Testing it shows “No-Options” even though there is text in the column. I checked the below - Re-Built connection separately. Checked data type in SharePoint Column (Matches other working columns - Text). Re-built the drop-down as a Data Lookup (The data lookup shows the text is there).The only difference between this column and others is that there is more text separated by commas than the other columns. Tried increasing the size of the Dropdown to see if it was a “Character” issue. Nothing shows up even for the short text (e.g. 4-5 Characters long).Column Type and Text Example 

Hi, I went through the steps using Postman to make a successful Get REST api call to return List items. I was able to generate the Access Token with full permissions. I’m not able to get this to work as a Data Source. Without going into great detail, can someone please point me to an example of using a SP List as a data source? Thank you in advance. GET - https://myspo.sharepoint.com/sites/NIntexSolutions/pocs/_api/Web/Lists/getbytitle(‘PSH%20Package%20Pricing’)/items

I have a long text field with <br> and <hr> in the text.  I have put it into a text field with “allow HTML”.  It does not recognize the <br> or <hr>.  It looks like there is a lot of guessing how to make this work   Here is the text:Good layout and location<br><hr>I showed the listing for another agent, please contact her here to ask her about what her clients think - Josie (630) 207-0000<br><hr>I really thought they were going for that one but switched gears and we wrote on another townhouse. Sorry I really liked that one. I think they found maybe some staining somewhere on a ceiling<br><hr>Great layout and overall location. Awesome master bath and nice kitchen.<br><hr>Contact Scott Wiley with Redfin for additional feedback<br><hr>Client liked the home and layout. They feel the home is overpriced based on the square footage and only 2 bedrooms. Is there flexibility on price? Please let me know. Thank y

Hi,Did anyone know where I can see all the activity about attended robots, e.g., robots and wizard status (successful running or not) and so on? In the Nintex Assistant, we could only see for the robot task queuesPlease CMIIW, Nintex Console Plus is a web-based orchestration and analysis tool for managing and controlling unattended robots, tasks and triggers. Meaning we could not see the dashboard for the attended robot.

Hi all!I’m sure this question has been asked before, but I am trying to use a repeating section to update a Sharepoint List and I just don’t understand how to do it. I have a Repeating Section with 1 text field, 1 single choice field, and 1 currency field. I would like there to be a new list item for each line of the repeating section but keeping the rest of the form the same.When I try to use a way I think will work, I get the error The specified value is unknown. [Error Code: TypeCasting.UnknownCasting] in the Workflow Testing, which to me, doesn’t mean much.Hope this makes sense! Thank you!

Can we tweak the archive stored proc to only archive a specific process instead of all processes?I have a process that I'd like to keep for longer, while another high volume process I would like to archive to keep a shorter dataset. 

Using 5.6  The color difference is subtle, especially when zoomed out.Can the active lines be thicker?

Hi There, Using Docgen for Salesforce. I have the requirement to have 3 summary tables in my report. It seems the only way to do this is using Excel as middleware. Unfortunately, I was unable to pass my Excel as middleware summary data back into my Word Template.  I’ve searched for video/tutorials on how to do this and found nothing….all old salesforce classic examples. Does anyone have a guide on how to do the Excel as middleware then passing it to the word template (for Salesforce Docgen)? Best-s  

Hi Team,I would like to send the below xml data into the email format but its not working . Its removing the tags ans send the data into simple text. Is there any way we can send the xml as it is in email event from the workflow  Formatted text<POCreatePurchaseOrderTag1><PurchaseOrders> <PurchaseOrder><PERPOrderNo>XX/PERPOrderNo><AFCENo></AFCENo><SupplierNumber></SupplierNumber><SupplierNumberSource>1</SupplierNumberSource><DateIssued>2024-02-16</DateIssued><DateCreated>2024-02-16</DateCreated><RequiredOnSiteDate>2024-03-10</RequiredOnSiteDate><LookupCurrencyDesc>EUR</LookupCurrencyDesc><Originator>XX</Originator><CommercialApprover>XX</CommercialApprover><CommercialManager>XX</CommercialManager><ExternalApprover>XX</ExternalApprover><PORaiser>XX</PORaiser><POApproverAdjudication>XX</POApproverAdjudication&gt

We have a customer using Drawloop for Salesforce doc gen output and they are restricted to a particular font style on these comms. Unfortunately that font, Public Sans, doesn’t appear to be supported by Nintex - https://help.nintex.com/en-US/docgensf/Templates/SupportedFonts.htm. Is there any option to have a font added to the supported font list?

I am facing a scenario where I need to terminate all workflows associated with an item if any of the approvers rejects the request. Currently, we have a parent workflow that initiates multiple component workflows. Each component workflow includes several approval steps, and upon the completion of each, it updates a specific SharePoint column to confirm completion.The requirement is to terminate all running workflows on the item if any approver rejects a request in any of the component workflows. Is there a mechanism to track and store all workflow instance IDs in the same SharePoint list or a different one, so I can use the 'Terminate Workflow Instance' action to halt the relevant workflows based on their instance IDs?Please advise on the best approach for this.

Nintex workflow is keep getting unexpected error in specific time for specific user when task assigned to him and there is no log showing. SharePoint server 2016 , Nintex 4.4  .

Here is what I am doing:I have a very basic form for Agents to submit their property listings with us. They have to select their Agency, then it allows them to select their Agent name (both are pulled from our Account & Contacts in Salesforce).I have two lookup filters on the ‘Agent Name’ field - The first filter makes sure it only returns the Agents that are related to the Agency (selected in Dropdown above). The second, is a custom ‘Active’ field I use to determine if that Agent is still active. When this is not checked, they should not show up in the ‘Agency Contact’ field (see pic): The strange part: This works perfectly when I preview the form. However, when I save and test on the published page, it just wont work - driving me crazy.. Please help!!!RegardsAlex

Dear All,Hope you doing well. We are currently working on a project to display forms within a SharePoint iframe.We are encountering issues with scroll bars during the presentation of these forms inside SharePoint. We would like to pass the dimensions (length and width) of the forms from K2 to SharePoint using JavaScript.Is there any way to do this for individual forms, or is there a centralized location, such as a Master Page, where a global function could be implemented, given that we have more than 40 forms? Thanks.

Hi everyone. Today we will discuss how to use repeating section data in Nintex Automation Cloud start event forms. Use case: a printing company form that allows customers to request various types of printing equipment for rental.A few points to highlight in the demo:Customers can select multiple types of printing equipment in the form Form rules dynamically display the relevant data based on the chosen printing equipment Form totals up the cost with form rules using repeating data The workflow generates a document (a rental agreement) with repeating data The rental agreement is sent off for signature from customer using Nintex eSign The signed document is stored in SharePoint OnlineI also want to give a big shoutout to Jason Roberts for their help on this project. 

 Hi everyone. Today we are going to discuss integration between Skuid & K2!We are combining Skuid’s powerful front-end customization with K2’s robust process automation & data management capabilities together.To digest this information easier I wanted to create a 3 part video series on how you can achieve this integration. The first video I am releasing today describes how the integration works and provides a demonstration of the two platforms working together.Further videos will be released in the coming weeks, so make sure to check back here and subscribe to stay updated!I also want to give a HUGE shoutout to Andy Hayes, Chris Stern, Sam Alexander, and Jason Roberts for their help on this project.If you have any questions please feel free to reply to this topic or email me at connor.wells@nintex.comPart One: Part Two: Configuring SmartObject API: Skuid and K2 IntegrationFor part two we're diving into the configuration and integration of K2's SmartObjects with Skuid. This vide

I added 12 new Yes/No columns to the forms list and also added the checkboxes to the start form but when I go to the task form I don’t see them anywhere in the Start Event Variables list so I can drag and drop on the task form.  I have tried closing and reopening the workflow, refresh F5 and nothing.  Is there a maximum number of Start Event Variables allowing on a task form?  I have 100.  

Hi,I’m a Promaster with admin rights but I’m having difficulties identifying where auto-reply sent emails reside as the configure tab only seem to show on/off functions but not the actual emails that are sent to our organisation Promapp account when for instance an account is locked or when user is trying to log in without having an actual account. I want to potentially adjust the wording or email and also exclude individuals who get notified by email that are no longer part of the team.Many thanks for your guidance,Regards,Ulises  

We have a component workflow running in NAC which returns values from a Person or Group column in SharePoint Online based on a text role name that is passed in to the component. We use the results from this column to create a string of email addresses which are passed back to the caller workflow for use with task approval and email notification actions. This effectively allows us to keep a single master list of all roles used for various task approvers on workflows throughout our organization. This component has been working fine since February and we have not changed the workflow actions nor the SharePoint list since that time. Yesterday July 10th, around midday EST, the component started returning an empty string after querying the list. The Person or Group column used to return the email address for a Person by default, now there is nothing. We have verified the query a list action is not failing, the column in question contains data, we can return values from other columns in the l

Hi All , Basically I have a list and create a drop down list and almost 10 value. If someone fill the form and choose 1 value in the menu, I need to be removed from the list to prevent to be chosen second time by someone else. Is it possible to remove or disable the value if selected someone else? For example there are 6 values in the drop down menu. I created 1 item and choosed Value1. When second person ty to create item they shouldnt see Value1 or should see disabled. Value1Value2Value3Value4Value5Value6

Created a large main WF, which calls a UDA (image below) - which sets the ProxyAddresses attribute field in AD. Can I add to the configuration to this UDA?  If not, do I need to create another UDA? We need to update the “MailNickname” attribute in AD .... (with the user's @CompanyName.com email address).  Also, we have the TargetAddress config in the main wf... can this be removed and added to the UDA (inside 1 or in its own UDA)?  

Hi,We have embedded promapp widget on our SharePoint, when we search using search bar widget it opens in new tab but didn’t show any results even though there are relevant processes for term we are searching. It does work if we search manually on new open search page of nintex promapp.I have checked config, it does have search=True but still not working.Thanks in advance!