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Update 10 July 2026: Package Now Available Nintex DocGen for Salesforce Package 21.12 is now available on Salesforce AppExchange. Customers should upgrade to this version and complete the required reauthorization steps. Refer to the help document for detailed instructions.  Salesforce is strengthening security standards across the AppExchange ecosystem. As part of this change, all AppExchange applications, including Nintex DocGen for Salesforce, are required to adopt enhanced OAuth security controls including PKCE and Refresh Token Rotation. What this means for youA Managed Package upgrade to the latest version of Nintex DocGen for Salesforce will be required.After the upgrade, customers will need to transition to the new “Nintex DocGen for Salesforce Modern” Connected App. The upgrade process will include: Upgrading the Nintex DocGen Managed Package Copying your existing Connected App configuration to the new app Reauthorizing your Nintex DocGen connectionThe integration u

We’re migrating from Nintex Foxtrot to Kryon (Nintex RPA).  We have some initial (fairly complex!) Nintex RPA wizards running.It would be EXTREMELY useful to “benchmark performance” - to locate “bottlenecks” so we can improve “performance”.Q1: Any suggestions for how best to profile an RPA wizard’s runtime performance?Q2: Are there any built-in tools?  Script examples?Thank you in advance! 

On a Smartform, Choice control has the first option standard selected, while the linked SharePoint column has the default choice set to none. 

Hi, I’m wondering why document upload or change approval requires all 3 promasters to approve, even though we set the document approvers regime to ‘First only required to approve’. I uploaded and changed the file, and I am a promaster. Hope you can help.  

Hi all,I am curious as to the best way/s to enable a reviewer during an ‘Assign Task’ action to view images/documents that were supplied on the form.I am wanting to show those on the form and not include them in any emails (due to privacy PHI/PII) data.I currently have several solutions in the works (active and in test) however I am not getting the best solution overall. I only have access to SharePoint Online (SPO) and the native Nintex Data Tables.Here are my current options, but I am looking at improvements, opportunities and which one is best. Please HELP! Option 1) SPO store and retrieve using this method - only allows images and not documents but you have to specify based on the repeats (cannot work out a N solution nor one that allows documents in the image viewer….) It does prevent a user downloading the form which is another caveat some stakeholders require too.Actions in the workflow before the ‘Assign Task’ actionI use pathways to also talk to the different UAT/PRD lists bas

Hi team,I am wondering if there is a way to disable/hide the ‘download’ function on the File Viewer with a variable / rule or css?Currently I have found using the Nintex Data Table as the best option so far (cleaner and easier) to save/store files and then retrieve and show them on a Review Assign Task form, compared to using SharePoint Online, creating variables and such to get images back - separate issue I am facing is I cannot get documents or multiple page items rendering for view on a ‘Assign Task’ form. On the file viewer, I have business units that have explicitly advised that they will not allow a build that has ‘download’ doc/image available. Hence why some of my builds are leveraging SPO however that introduce additional issues to try and mitigate - multiple entries/workflow submissions, times and naming conventions. 

anyone else getting on https://customer-nintex.nintex.app/ getting a Forbidden error when try to logon to our dashboard.all our product live workflow “the form is unavailable”  send them an email and got a case# but not sure how long this will take and we use microsoft sso.

Hello Nintex Support,We need your urgent assistance with our Nintex environment.We are currently unable to access our tenant and receive the following error when trying to log in:"Forbidden – You don't have sufficient privileges to view this page."In addition, our published forms are not working, which is impacting business operations and preventing users from completing important processes.Since we currently do not have access to the tenant, the Support Ticket Portal, or the Partner Portal, please contact us via email so we can securely share the tenant information and any additional details required for your investigation.You can reach us at yhaizley.restrepo@teaminternational.comWe appreciate your prompt assistance and look forward to your response.Could you please investigate and help us restore access to our tenant as soon as possible? We would also appreciate your assistance in verifying why the forms are no longer functioning and whether there is any issue affecting our environm

I’m unable to deploy my Skuid pages via the Aura component.  I would like to create a case but there’s nowhere to do that since all Contact Support links are broken.  This is a paid app and I would expect that support would be better than this.

Hello,I am experiencing an issue with the Generate Document action in Nintex Workflow Cloud.Issue SummaryI am generating a single PDF document composed of multiple Word templates.Templates Page1, STEDI , Page2, Page3, signature, Page3b generate successfully. When I add a 7e Template (Page4), the workflow fails. When I remove the 7e Template (Page4), the workflow completes successfully As soon as I add another Template (7e), the Generate Document action fails with the following error: [Action.DL.DocGenDocOutputError] Error generating document.Run ID: 6ff6fa05-91c2-46b2-a57b-34f4f43937ac,Error ID: 77999816-97b2-46ec-a2e0-e6ff7b3b3ef3,Message: [Action.DL.FailedToProcessMSOfficeFile]An error occurred processing the Microsoft Office file.. Troubleshooting PerformedI have already performed the following tests:Removed Template 4 → workflow succeeds. Recreated Template 4 from a completely new blank Word document. Simplified Template 4 to contain only a single field. Removed all images and form

Hi everyone! I have 2 custom controls which problems right now. Is it necessary to have .aspx format file for custom control? Do you guys know how to solve this issue? All the forms and views that are using these custom controls cannot be opened. This is custom control .dll files that are impacted:1) K2Field.ListSequenceDisplay.dll2) K2FormProgressSteps.dll  

Hi everyone!I would like to ask where I can find the folio name in K2 database?  

Using a Nintex Workflow, has anyone had success getting data from an excel file, transforming it to be used in Workflow Variables, and then writing it back to a new excel file? I am able to get the data from the file and “read” it, but it’s funky, like Json nested in Json or something, and I can’t get the columns or values as normal text so that the workflow can read it accordingly in branching or transformation steps. I’ve worked on this a lot over the last year and have not been successful. I have already reviewed existing help articles on this topic. I am looking for someone who may have already accomplished this in a workflow who wouldn’t mind sharing their workflow actions/configuration so that I can plug in my own file information and get rolling. Thank you in advance.

Hi,Is there any documentation on skuid docs to expose a salesforce Canvas App onto a Skuid page. I am trying to embed a Salesforce Canvas App into Nintex Skuid page but receiving an errorFraming https://acme--test.sandbox.lightning.force.com violates the following content security policy directive: “frame-ancestors ‘self’”. The request has been blocked.

We have a Server running with Developer License (K2 is Running in Host Server Mode) and we are trying to setup K2 Intelligence, But the Full Setup Option is not enabling.  

Am I missing something? Don’t see any of the fields that is Multiple lines of text fields on data lookup conditions. Only see single line of text

As you start building your Nintex AI agents, the first step is knowing where to configure and manage them. All agent setup happens in Nintex Agent Designer, a dedicated experience where you define how your agent thinks, behaves, and interacts with tools and data.  For more details and instructions use any of the following resources:Nintex HelpConfigure an Agent blog  (by Andy Hayes)

With salesforce release for step up authentication our docgen packages which have reports to populate template failed with error message even after upgrade to latest package.  

PROBLEM: I’m designing a workflow where I need to 1) send a notification, 2) send a second notification if there’s no response after three business days, 3) send a third notification after another three days, and 4) “terminate” if still no response after the 3 notifications/9 business days.QUESTION: How can I efficiently implement - and use - a “date table” that will account for “weekends” and “holidays”?

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

  Subject: Need Help Creating My First Nintex Workflow (Form Submission and Email Notifications)Hello Everyone,I am new to Nintex Automation Cloud and am currently trying to build my first workflow. I have made some progress, but I am struggling to complete the workflow successfully and would appreciate any guidance, tutorials, or resources that could help.What I have completed so far:Created my Nintex Form. Configured the workflow Start Event.I am trying to achieve:Send an email to users with a link to access and complete the Nintex Form. When the user submits the form, store the form data in SharePoint. Send an email notification to me when a submission is received. Include key data from the submitted form (SharePoint columns) in the notification email. Ideally, send a confirmation email back to the user after successful submission.I am having difficulty understanding how to pass form data into the workflow and access SharePoint column values within the workflow. Also, how to configu

Hello Ich kann mit meinem die Setup Files der neusten Version 2016 (Nintex Workflow / Forms) nicht herunterladen. Können Sie mir einen Downlaoad link geben

 Chromium XSLT deprecationKB003718PRODUCTNintex Automation K2, Nintex K2 CloudBASED ONNintex Automation K2, Nintex K2 Cloud Google Chrome intends to deprecate and remove XSLT support from the browser for security reasons. As a result, you may need to migrate your code before support is removed in late 2026.  Chromium has officially deprecated XSLT, including the XSLTProcessor JavaScript API and the XSLT processing instruction. Chrome plans to remove support starting with version 158, scheduled for release on 17 November 2026. Fix packs for Nintex Automation K2 will be released for versions (5.7), (5.8), (5.9), (5.9.1) and later, and Nintex K2 Cloud to address the XSLT deprecation. We recommend that you install the latest fix pack. However, if you cannot, you may use the following workarounds before 17 November 2026:   Short term (0 – 1 month) Enterprise policy to override deprecation.  To keep XSLT functional in your organization during the grace period (between M158 and M176), use the

I was hoping that NAC had something equivalent to “try/catch” blocks in C++ or Java.I’ve reviewed the Nintex documentation and several Nintex Community articles, but I haven’t found any way to “catch” an exception.  For example, I’d like to be able to capture the error text and send an email.  Before the workflow dies.Q: Is there any way to accomplish this in Nintex Automation Cloud?