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I have use case where I have a repeating section on the form. The users want the ability to copy the repeating section value to create a new entry and tweak it. I don’t see anyway in the Rules where I can dynamically add a New Row to the section. Anyone come across this?

so we have a current onprem that take a SO# and type and get the detail from ERP systemthe question is if I use a data lookup, how to hold multiple SO#/Type and then to put the detail to a repeating section.   I know a little bit about xtensions, but not sure if the forms itself can do it.

Hi Team,Can advise what is the error message means?We were trying the API integration via Postman testing and is working fine however when apply into Xtension and it prompt the error as below screenshot.In step1 using Xtension able to get client access token. In step 2 to get Authenticate Enterprise User token and it prompt error.  

Hi everyone! 👋If you've been hearing the word "Orchestration" floating around lately, today's the day. We're opening it up to all customers, and I wanted to give you a proper walkthrough before you dive in. So, what problem does it solve?Here's the honest truth about a lot of business processes: they don't behave the way flowcharts suggest they will.You build a workflow for employee onboarding, a customer claim, or a vendor approval. It works great, right up until reality intervenes. The case needs to go back a step. A new event changes the context. Two teams need to be working on different parts simultaneously.Before long, you're adding branches on branches, or spinning up a separate workflow to handle an exception that probably wasn't that exceptional.Orchestration is built for exactly this kind of process, and it's grounded in a case management approach.  What is case management?Case management is a way of thinking about work where the focus is on a single case moving through its l

I have a task with multiple tasks which have controls linked to other tasks. The tooltips of each linked control shows the source as ‘{{source}}’ and not the actual source. Can others verify they see the same thing? I’m about to put in a feature request to show the actual source and not just the generic ‘{{source}}’ in the tooltip.In this pic, I have 4 other tasks with identical controls. Each of those controls are linked to the controls in the pic. Some are linked multiple times. They all show the same tooltip which makes it so you cannot identify which source each is linked to. I’m putting in a feature request to get this fixed if it is, in fact, a feature and not a bug.  

Hello together,I have a problem with my K2 Smartobject. I have a SQL Database on another Server. When I configure the instance I use “static” authentification method. I connects to the server and no error message. Then when I try to use the method to get all the database entries. I get an error message. I think it uses a different conntext user. How can I use the right context SQL user? I’m also missing the methos for creating and updating a databaseI hope you can help me. Best regardsMatthias

When Anthropic released the Model Context Protocol (MCP) as an open standard for connecting AI assistants to external systems, we started thinking about what it would look like to wire it up to K2 Five. So, to test it out I opened a conversation with Claude and we started building. What followed was one of the more interesting projects I have done in a while, and I wanted to share it with the Nintex community. See disclaimer at the bottom of this article.What Is MCP and Why Does It Matter for K2?The Model Context Protocol is a standard that lets AI models like Claude call out to external tools and APIs in real time during a conversation. Think of it like giving the AI client a set of hands. Instead of just answering questions from its training data, Claude can actually do things. It can query a database, start a workflow, retrieve a task, and take an action, all within the flow of a normal conversation.For K2 specifically, this opens up something I had not done before. Rather than buil

Hello together,I have an a string which look like this “test01@test.com;test02@test.com;test03@test.com”. No I want to loop through the string and send a spearate email to each email address. I tried this several times, but it won’t work in K2 Workflows Engine with the loop. Can you suggest me how I can build that kind of loop and send emails out?My workflow looks like that.Best regardsMatthias

Hi everyone. Is it compulsory to use EWS to interact with SmartAction? Because my company uses SMTP instead.

Hi everyone. This is for my project. The scenario is the e-form will send out to the user and user will response through email outlook. That response (eg. Approve/decline) will determine the next progress in the workflow. Is there any possibility that the workflow or K2 five able to do such scenario? If can how can I setup in the workflow to receive the answer from outlook so that it will proceed to the next step?I just heard about smartAction that able to solve my problem. But how can I configure that smartAction since I dont have it in the K2 management. This is a new feature for me, so a bit confuses.  

Hi everyone,I have a question about task assignments and PDF generation.When a task assignment is completed and the form is submitted, we can download the results as a PDF from Tracking.Is it possible to add a step in the workflow so that, once the task is completed, the generated PDF is automatically taken and stored in another location, for example in SharePoint?Has anyone implemented something similar or knows if this is possible?Thanks!

Hi,I’m looking for some advice on whether the number of days for marking a process as reviewed (currently 60 days) is configurable.For example, could it be extended to 90 days to better align with the “due in 3 months” dashboard notification?We’ve had some queries from users who begin their review when the process first appears in the 3‑month window, but are then unable to complete it. They receive a message stating that the process cannot be marked as reviewed until it is within 60 days of the review date.It would be helpful to understand whether this setting can be adjusted, or if there is a recommended way to manage this more effectively from a user perspective.  Many Thanks 

Hi guys, I do really need help regarding this problem. I couldn’t find K2 Setup Manager in Start Menu. Thus, I can’t enable SmartAction. Mine is version 5.9. Does anyone have same issue as mine??

Hi there, Is it possible to have a link to the “create a process” page in Process Manager? We are creating a Process Manager landing page in our Sharepoint and want to have a quick link button to create a process. Thanks

I have a Nintex Workflow online start form with a Choice - Single control set as a drop down. The Options setting in the control is set to use a Table Data variable to get values for a Data table. The column in the Data table is a Location name (which are City names).Locations were initially added to the Data table with those values being in alphabetical order. New rows were added in table, but those values appear at the bottom of the table and are not in alphabetical order.On the form, the values in the Choice - Single form control appear in the order that they were entered and not in alphabetical order. I am looking a way to sort the choices alphabetically in the Choice - Single dropdown control. Is there a way to do this?Order of rows entered into the Data table and how they display in the choice drop down control on the form:AtlantaBostonChicagoNew YorkLos AngelesBaltimoreHoustonDesired way for then to display in the choice drop down control on the form (in alphabetical order):Atla

Hi,I'd like to have a discussion about the section titled "Update the Service Account password after expiry" at the end of the documentation https://help.nintex.com/en-us/nintexautomation/icg/5.8/Content/Plan/Accounts.htm.I know that the password for the K2 service account can be changed using the K2 Setup Manager, but the wizard sometimes takes a long time to complete all its steps, and on top of that, re-applying the latest Fix Pack is another thing that needs to be done - even though changing the service account password seems so simple.I’d like to focus on the second method, which uses command-line parameters.Does anyone know of any other possible parameters for SourceCode.SetupManager.exe, or perhaps all of them?For example, I’m wondering if this method can also be used to change the password for the service account used for the IIS App Pools K2 and K2_net4, or can this just be changed directly in IIS? (I don't use a single account for everything)Another thing is that the instruct

Hi there,We were running through an Incident that was reported through Improvements and the Incident owner was able to close it even though we have a different user as the portfolio manager. I thought the portfolio manager had to close the incident. How does the incident closer settings work? Should this have happened?Thanks,Bella

Hi, i created a custom control with Smart Object.i deployed and its working fine. now issue is. i want to iterate that smartobject in for loop in rule as in below image. but its not showing any message on button click. (i verified the smart object attached. it has rows inside.) i am using below in definition<Category>Listing</Category>    <Group>Documents</Group>    <Name>MultiFile</Name>    <DisplayName>Multi File</DisplayName>        <ExecuteMethod></ExecuteMethod>    <GetValueMethod></GetValueMethod>    <SetValueMethod></SetValueMethod>    <SetRulesMethod></SetRulesMethod>    <SetItemsMethod></SetItemsMethod>    <GetPropertyMethod></GetPropertyMethod>    <SetPropertyMethod></SetPropertyMethod> <Prop ID="DataSourceType" friendlyname="Type" type="complex" serverControlType="property" category="Data Source" InitializeServerControl="initializeAssociation

One of the most common challenges we come across is: “How do I let users submit multiple related items in a single form, while keeping my data structured and my automation flexible?”Many real-world use cases like equipment requests, expense claims, orders and inspections don’t fit neatly into a single‑record model. They need one primary record with many related items.Repeating Sections are now supported in forms linked directly to tables, unlocking powerful new design and automation patterns. How is this enabledPreviously, Repeating Sections were only available in forms attached directly to workflows. This update expands that capability and gives builders more control over how and when automation runs.Repeating Sections can now be added to forms linked to a tableDesign rich, relational data capture experiences without requiring the form itself to be workflow‑bound.Greater flexibility in workflow execution using table eventsTrigger workflows as needed with greater flexibility e.g. on cr

Hi,I have a K2 list view which uses a list display for one of the column controls. The control is bound to a field called “AnswerID”, and uses a smartobject called “Answers”, which contains the answer ID and description. This all works and displays the answer description when the ID is present in the underlying list view smartobject dataset.We also want to provide a way to update this answer, so in the Add/Edit row I have a drop-down list which is populated by another smartobject: “QuestionAnswers”. This contains the list of possible Answer IDs given the current Question ID. The display value is looked up from the associated “Answers” smartobject and the ID field is the AnswerID. When a row enters edit mode, this drop-down is populated for the relevant question. This also works.Where I am running into an issue is when applying the changes to the edited row. It appears that the selected AnswerID is being populated into the underlying smartobject, but the list display control still shows

Hi there,Just curious on any suggestions on best practice when receiving duplicate incident reports in the improvements module.For example, we currently have an incident that is under investigation/action and not yet resolved, so we are likely to continue receiving reports of the issue with examples that would assist with our currently in progress incident. Our thoughts to combine these would be to take a screenshot of the new report and upload it to the investigation section of the ongoing incident. Then deleting the new report as we will have all the information on this now included in the ongoing one.Would be great to hear others thoughts.Thanks!

On a Nintex Workflow online form, I have a Number control configured as Numeric Type of Decimal and Number of Decimal Places as 2. I set the value of the Text control with what is in the Number control via a rule. I need the string in the Text control is always have two decimal places.The issue is the Text string does not always show two decimal places. Below is what actually displays versus what I need to display in the Text control.Value in Number Control Currently Displays in Text Control Needed to Display in Text Control 123.00 123 123.00 123.40 123.4 123.40 123.45 123.45 123.45   

Hi everyone,I want  to learn Nintex K2. I have no prior knowledge of K2 or SharePoint.I have a few questions I hope the community can help me with:1. Is SharePoint knowledge required before learning K2, or can I go straight into K2 without it?2. What is the recommended learning path/roadmap for a complete K2 beginner? Specifically:   - Which Nintex University learning paths should I start with and in what order?   - Are there specific YouTube resources or playlists from the official Nintex channel that are worth following?   - Are there any other resources (docs, books, tutorials) that helped you when starting out?3. As a developer, are there any concepts or topics I should prioritize that are especially relevant to the technical/developer side of K2?4. What are the most common mistakes beginners make when starting with K2 that I should avoid?Any advice from people who have been through this journey would be very much appreciated. Thank you in advance!

Till now, AI has been mostly sitting adjacent to the Process Automation platform, not embedded into it. But with the release of Nintex Automation K2 5.9.1, that changes rather significantly.The standout feature in the 5.9.1 release is K2 Intelligence, Nintex’s move toward embedding AI directly into the workflow and forms layer of the K2 platform itself. Importantly, this is not being positioned as a generic “AI assistant” bolted onto the side of the product. Instead, this is a more pragmatic approach: operational AI embedded directly into process execution.K2 Intelligence ArchitectureK2 Intelligence enables AI-powered tasks to be executed directly from workflows, forms, and views within the K2 environment and may be one of the more important architectural shifts K2 has made in years.The key differentiator is not simply that AI exists inside K2. Plenty of platforms now claim “AI-powered automation.” The real differentiator is where the AI executes.Nintex is clearly leaning heavily into