Recently active topics

In AssureSign, is there a setting for envelope expiry notifications to be sent to the signer when an envelope was sent via SMS?

We just discovered a huge problem with task delegation in NAC. When task approvals are manually delegated there’s no audit trail of this change. Somewhere in workflow tracking or in the instance history or task history we would expect to see the original task assignee and who delegated the task and when. All we can see is the task outcome and task history of the delegate. This is a huge problem for us!

IntroductionWe're excited to announce that as of today, our Nintex Forms for Office 365 customers can now publish and use forms in either the Nintex Forms add-in or the Nintex Automation Cloud SPFx apps. For those who aren't already aware, Microsoft is moving away from add-in apps, and you'll need to transition to SPFx apps. For more details, check out this link. This important feature follows the completion of the final features for our Form Upgrade tooling, which helps customers upgrade to New Responsive forms. This is the next crucial step in this transition. PrerequisitesForm must be upgraded to New Responsive Format Must have a Nintex Automation Cloud Tenant Must have a valid active license Steps to Get StartedInstall the SPFx app from the store. Help Link Open the New App and you should see "Customize SharePoint list forms" as an option. Click on that. If it is your first time opening List Forms in SPFx, you will also need to grant consent for the app, so each user doesn’t need t

Why We Wrote This We've been through enough K2 on-prem installations to know the pattern. A new customer gets their license, downloads the installer, and figures they'll have it up and running by Friday. By the following Wednesday, they're deep in a permissions rabbit hole, their SharePoint admin is asking questions they don't have answers to, and the K2 for SharePoint App is throwing errors that don't seem to match anything on search sites. Sound familiar? Or maybe you're reading this before you start, in which case, good. You're already ahead of the curve. This isn't a step-by-step guide. That’s what the Installation and Configuration Guide (ICG) is for, and you should absolutely have it open alongside this article. What we're going to do here is walk you through the process at a high level, flag the spots where people consistently get stuck, and give you enough context to have productive conversations with your SQL, SharePoint, network, and Active Directory teams before installation

HI!I have a workflow where I need to be able to carry over an attachment (or two). I have a section where in one approval task (phase 3) you can upload an attachment and once its ready to go to the next approver (phase 4), the attachment carries over to be viewed. Is that possible? If so, how does one approach this? I have been trying for hours and unable to find anything on attempting this, help? Upload attachment in Phase 3 and carry over to Phase 4:  

For the flow trigger event: MS Exchange Online > Received email, there appears to be no collection variable or way to get attachments from the email.This seems like a massive gap, so much so that I’m wondering if I’ve missed something? I would have thought this would be 90% of the use case for this start event. If anyone can highlight to me what I’ve missed, or how to do this I would appreciate it.

Hi everyone, I’m currently working on a Nintex App where I have a large number of Connection Objects (tables/views), where most end-users are assigned to the Standard Site Permission Set. Currently, under Site Settings > Connection Access, I have to manually select every single object and configure the "Object Permissions" (Create, Read, Update, Delete) one by one. This is becoming very tedious as the project grows. If a new object is added, the developer has to manually remember to go back into the Site settings to enable it, or the App fails to pull data.My Question: Is there a way to "Enable All" by default or bypass this specific Site-level permission check?I am already managing my security and access control via App Permissions. I would prefer for the Site Connection to simply "trust" the App's permissions rather than requiring this secondary, granular configuration for every individual object.Has anyone found a workaround, a "Select All" toggle, or a way to set the permission

PROBLEM:I'm trying to create a wizard (Nintex/Kryon RPA 25.11) that executes the following .bat file:  pushd \\myshare\appdirectory  myapp.exe arg1=abc arg2=xyz  "MyApp" is a Windows .exe.  There's a link to the .bat file on my desktop.  MyApp needs to run from “appdirectory”.I "Start with a recording", double-click on the .bat file, and run through the initial prompts in the app.When I stop the recording, I get:  Some of the recorded steps do not appear in the wizard...  Ask your administrator to add these applications/websites from Nintex Admin, then record the steps again:  1) explorerI've defined "MyApp" and Windows File Explorer ("explorer") in Nintex Admin. The first step I see in the failed recording is the first dialog "MyApp" displays (along with all subsequent dialogs).  The recording doesn’t include running the .bat file.My .bat file never actually shows Windows explorer - it just runs the app.Q: How can I get the Wizard to invoke the bat file: to double-click on the desktop

Using the Asana 'Create a Task' action, I cannot create a task without first selecting an existing project out of the Projects list. The Projects list is not required, but will fail if not selected. My goal is to create a project and add a task to it. Any thoughts on how this can be done in Nintex?Here is the error. It's the same whether or not I use variables. Here’s the configuration: 

We are using K2 SmartObject with Authentication Mode configured as OAuth in K2 5.4 FP23.The issue is that when a user executes the SmartObject via a SmartForm for the first time, the system always redirects the user to the OAuth authorize URL and requires the user to manually provide consent.We would like to know if there is a way to prevent this first-time redirect and consent prompt.Is there any configuration or approach (e.g., admin pre-consent, service account configuration, or token pre-authorization) that would allow users to execute the SmartObject without being redirected to the authorize URL on first use?Our goal is to avoid requiring each end user to manually grant consent when accessing the SmartObject for the first time.Environment: K2 Version: 5.4 FP23 Authentication Mode: OAuth SmartObject executed via SmartForm

HiBecause of the upcoming deprecation of Exchange Online EWS I’m testing moving our environments over to using MSGraph.I upgraded to 5.9 successfully.  Ran the Exchange Online Migrate wizard successfully and email works.  However, it appears when I look at the Connection String editor for mail configuration that its still using EWS as it didn’t add the MSGraph settings.  I checked and the Azure Enterprise app was added successfully with the correct permissions.  The resource shows correctly in Management.  I tried following the article about manually configuring some of the connection string settings but email then failed.   Is the Migrate wizard supposed to take care of all of the settings or am I missing something?  I’ve restored the VM and retried 4 times so far without any luck. https://help.nintex.com/en-US/nintexautomation/icg/5.8.1/Content/Configure/ExchangeOnline/ExchangeOnlineManual.htm

In Nintex DocGen for Salesforce trial package, I have a ‘Automated DocGen Instances’ section in Nintex Admin tab. I currently don’t get any csv files when I click on refresh button. Is it because I am in trial version? What kind of transactions are included in this csv file? 

IMPORTANT:If you perform a reconfigure without reinstalling the fix pack, users will not be able to log into Nintex Automation Designer/Manager/Workspace/Runtime after the reconfigure completes and the below error will occur:“HTTP Error 500.19 - Internal Server Error” NOTE:  If you have client tools installed, please do a manual IIS Reset after installing the Fix Pack. Fix Pack Release Date Download Link Fix Pack 01 23 October 2024 Contact Support for this Fix Pack Fix Pack 02 30 October 2024 Contact Support for this Fix Pack Fix Pack 03 8 November 2024 Contact Support for this Fix Pack Fix Pack 04 20 November 2024 Contact Support for this Fix Pack Fix Pack 05 12 December 2024 Contact Support for this Fix Pack Fix Pack 06 7 January 2025 Contact Support for this Fix Pack Fix Pack 07 16 January 2025 Contact Support for this Fix Pack Fix Pack 08 28 January 2025 Contact Support for this Fix Pack Fix Pack 09 19 February 2025

IMPORTANT:If you perform a reconfigure without reinstalling the fix pack, users will not be able to log into Nintex Automation Designer/Manager/Workspace/Runtime after the reconfigure completes and the below error will occur:“HTTP Error 500.19 - Internal Server Error”NOTE:  If you have client tools installed, please do a manual IIS Reset after installing the Fix Pack. Fix Pack Release Date Download Link Fix Pack 01 22 January 2026 Contact Support for this Fix Pack Fix Pack 02 10 February 2026 Contact Support for this Fix Pack Fix Pack 03 26 February 2026 Download Fix Pack 03  Prerequisites and DependenciesThe Fix Packs are only compatible with Nintex Automation (5.9) products. Because Fix Packs are cumulative, each new Fix Pack contains the updates and fixes that were included with the previous Fix Pack releases. Nintex Automation (5.9) must be installed first after which the latest Fix Pack must be installed. To determine which cumulative update or

Issue DescriptionWhen you use a data-bound custom control that previously worked without issue and apply Nintex Automation K2 (5.9) Fix Pack 01, you begin to see two “List Data” properties displayed in the custom control property panel.ResolutionThe fix is available in:Nintex Automation K2 (5.9) 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.

Issue DescriptionWhen you sort a Paged List View from a SharePoint Library on a Lookup (Value) column by clicking the column header, the sorting is applied only to the items displayed on the current page rather than across the entire data set. When you navigate to page two and apply sorting, it again only sorts the items on that specific page. However, when you sort by a different column type, the sorting is correctly applied to the full data set.ResolutionThe fix is available in:Nintex Automation K2 (5.9) 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.

Issue DescriptionWhen you use the Generate PDF action in a workflow, you will encounter an error that appears directly in the generated PDF.Error Message:The following error occurs: “'401.2 - Unauthorized'”ResolutionThe fix is available in:Nintex Automation K2 (5.9) Fix Pack 03. Nintex Automation K2 (5.8) Fix Pack 28.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 are looking for a possibility to Get file from SharePoint On premises Documents Library into File variable in NAC Workflow.Using "Call a web service on Premises" I was able to get the file but as binary format.Is there any way to get it in BASE64 Format in order to encode it as FILE Variable?THE Target is to get file from Documents library into File Variable in NAC Workflow.Any Feedback will be very appreciated.Kind RegardsAram Aljammal

We have one multiple selected person group column (People Picker) and retrieving all emails into the Nintex Cloud Form. 2) If its work, then we have to replace the existing values with new Like ABC; XYZ with ABC; LMN.How to do that in Nintex form.

Product: Nintex Forms – New Responsive DesignerPlatform: SharePoint OnlineLicense: Nintex Forms & WorkflowForm Type: List Form (not Start Form)Issue Type: Feature not available / UI behavior Issue SummaryThe Calculated Value control does not appear in the New Nintex Responsive Form designer toolbox, despite the tenant being licensed for Nintex Forms & Workflow and the form being a List Form. Detailed DescriptionWe are using Nintex Forms & Workflow on SharePoint Online and editing a List Form in the New Responsive Form designer.According to Nintex documentation and licensing guidance, the Calculated Value control should be available in this scenario. However, the control does not appear in the toolbox when editing the form.This prevents us from performing standard form‑level calculations (e.g., multiplying an Integer field by a Currency field) and forces us to rely on external processes such as Power Automate, which is not ideal for real‑time form calculations. Expected Beha

is there an example on how to pass file variable on a Start from, select Component workflow. we want to call http request to start a workflow from our internal app.https://help.nintex.com/en-US/nwc/Content/Designer/Startevents/ComponentWorkflow.htmWe might have multiple files to pass.

I need to clear the invalid msp\group_ITTesting_1 group from my workflow destination rules. The K2 Designer won't let me save because it cannot resolve this identity. Since the role is missing from K2 Management, how do I strip it out of the workflow tasks?  

Hi there,I’m wondering if there’s a way to bulk export archived processes (not bulk archive)We’ve recently discovered that our archived processes are counted in our total process count, and since 2016 we’ve only archived—not deleted—so we have quite a few accumulated.It would be really helpful if we could remove them from our tenant and work through them separately to support our compliance requirements.Has anyone else run into this issue?Thanks,Erin

Hello,I have recently just come across an issue with the date difference formula I have used for a couple of years now.  Its been working until now. Below should be 60 months but instead is 61…Here is the formula I am using:dateDiff([Datetime].[TotalMonths],[Form].[fromDate_GP1],dateAdd("Months",1,[Form].[toDate_GP1]))  

Hi everyone,We’re running Nintex workflows on SharePoint Server Subscription Edition (SE), and since our migration, several workflows are not running smoothly. They fail intermittently with a generic “Error Occurred” message. The detailed error states:“The workflow could not update the item, possibly because one or more columns for the item require a different type of information.”This message doesn’t clearly indicate which field is causing the issue. What’s unusual is that if we ask users to delete the file and re‑upload it, the workflow completes successfully afterward.Has anyone seen this behavior on SharePoint SE post‑migration? Any ideas on what might cause this or how to identify the problematic column?Any guidance or troubleshooting tips would be really appreciated.