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Workflow Hero

Pull data from company directory to autopopulate Nintex form

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Hi,

We have a company directory that I would like for my Nintex form to pull data from to allow for an easy user experience.  I would like for the data from the company directory to automatically populate when a user accesses the form.

Here is a clip of the data that can be found on our directory----is there a way to automatically have the fields on my Nintex form pull & populate from this data source?

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Workflow Hero

Re: Pull data from company directory to autopopulate Nintex form

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Hello,


Nintex can pull in data from external sources, but it depends on what those external sources are.   Is your directory accessible via SQL or webservice endpoints?   I think everyone will need a bit more information to give you the clearest of answers.


Thanks!

Mike

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Workflow Hero

Re: Pull data from company directory to autopopulate Nintex form

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Hi Inger Spikner‌,

If your Company directory has exposed any web service call, you can then call the web service to get the current user details to auto-populate in the Nintex form when accessed.

Custom JQuery for the above logic can be written in the Custom JavaScript section that is present on the Form Settings:

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Workflow Hero

Re: Pull data from company directory to autopopulate Nintex form

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Thanks so much for your responses Mike Matsako‌ and Chaitra B C‌.

Our data resides within a SQL database and is displayed on a SharePoint page. We do not have a web service for this or any of our SharePoint.

What can we do with the SQL database to auto-populate on our Nintex form?

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Workflow Hero

Re: Pull data from company directory to autopopulate Nintex form

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If you have Enterprise edition then you should have access to the SQL control that can pull data directly from SQL onto your form.  See here:  

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Workflow Hero

Re: Pull data from company directory to autopopulate Nintex form

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What is the way you are pulling the SQL data onto SharePoint?

If your able to get the SQL data onto SharePoint, I am sure you can get in Nintex forms. Like the way ‌ mentioned above.

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Workflow Hero

Re: Pull data from company directory to autopopulate Nintex form

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I think I need to revise my original question----because I do not have access to our SQL database.

I have managed to get this database exported to an Excel sheet.  How can I pull data from columns on an Excel sheet.

‌ 

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Workflow Hero

Re: Pull data from company directory to autopopulate Nintex form

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Use the Query Excel Services action. 

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Workflow Hero

Re: Pull data from company directory to autopopulate Nintex form

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Wait...should have read the whole thread.  Don't know how that would work on a form.  

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Workflow Hero

Re: Pull data from company directory to autopopulate Nintex form

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That is a very different question   Would you mind marking my original response correct as to not mislead others searching for this topic?

Anyways, you will want to import your Excel file into a List, and then surfacing data onto a Nintex Form becomes very easy.   You can use the List lookup control if its a list other than the list the form resides on, or several other mechanisms like a calculated field with a "lookup" function on it.

Hope that helps,
Mike

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