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Nintex Promapp - How to find records of Training

TopicHow to find records of Users that have been trained InstructionsGo to Admin > Reports > Monitor Training RecordsThe following reports can be run: Process Change AcknowledgementsScheduled T...

In How To's
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Nintex Promapp - Role included in RACI is not found in Process

IssueA role may be found in the RACI for a Process, and users in that Role may be getting notifications for a Process but do not appear in the Process content ResolutionThe Process may have a decisio...

In Technical Issues
  • Views 1
  • Replies 0

Why is the sender of a Document from the Nintex Sign powered by Adobe Sign action not

QuestionWhen using Nintex Sign powered by Adobe Sign, when receiving a document to sign, why is the document sender not the workflow initiator? AnswerThis is by product design. The sender of the docu...

In Best Practices
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Error : Bad Request {"message":"This workflow does not permit including yourself in s

IssueWhen configuring the Nintex Sign powered by Adobe Sign action, and setting the Identification Authentication type as equal to "Adobe Sign", the following error may occur:Bad Request {"message":"T...

In Technical Issues
  • Views 26
  • Replies 0

Drawloop - Error: An error occurred downloading a report

IssueGetting an error "An error has occurred downloading a report. Check that all reports exist, are not obsolete, and can be exported. (ResourceInvalid)" when running a DocGen Package. ResolutionThi...

In Technical Issues
  • Views 40
  • Replies 0

Drawloop - Known Issue - Blank Run Page

IssueWhen landing on the run page to select the DocGen Package, the screen is appearing as blank. This is prior to running the package. ResolutionNavigate to Setup > Rename Tabs and Labels > Cu...

In Technical Issues
  • Views 35
  • Replies 0

Multiple instances of a workflow running on one item

IssueMultiple instances of one workflow are running simultaneously on an item or document. ResolutionThe solution will be case-by-case, but most commonly the solution to this behavior is to review an...

In Technical Issues
  • Views 59
  • Replies 0

Drawloop - Error: "A field is missing for ordering or filtering a Relationship. "

TopicError when running the DDP: "A field is missing for ordering or filtering a Relationship." InstructionsThis error may be due to one of the following: The user running the DocGen Package does not...

In How To's
  • Views 43
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Drawloop - Error: "A field is missing for ordering or filtering a Relationship. "

TopicError when running the DDP: "A field is missing for ordering or filtering a Relationship." InstructionsThis error may be due to one of the following: The user running the DocGen Package does not...

In How To's
  • Views 45
  • Replies 0

Drawloop - Ensure Email Preview Will Show Up When Using Email Delivery

Instructions-Ensure "Auto Send" is not checked (in Classic)-Ensure that the Processing Option is set to "On Screen and Preview Before Sending" (in LEDD)

In How To's
  • Views 35
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Drawloop - Ensure Email Preview Will Show Up When Using Email Delivery

Instructions-Ensure "Auto Send" is not checked (in Classic)-Ensure that the Processing Option is set to "On Screen and Preview Before Sending" (in LEDD)

In How To's
  • Views 38
  • Replies 0

Drawloop - How to have a dynamic output file name

TopicThe file name of the output file when generating a document package needs to be dynamic (ex: Proposal for Company Name) InstructionsYou can use our Word/PowerPoint form of the field tag to have ...

In How To's
  • Views 42
  • Replies 0

Drawloop - How to have a dynamic output file name

TopicThe file name of the output file when generating a document package needs to be dynamic (ex: Proposal for Company Name) InstructionsYou can use our Word/PowerPoint form of the field tag to have ...

In How To's
  • Views 36
  • Replies 0

Unable to open Nintex Forms in Office 365 on iOS devices.

IssueWhen opening a Nintex Form in Office 365 on iOS devices, a published Nintex Form fails to load. ResolutionOn your iOS device, navigate to Settings > Safari > Privacy & SecurityDisable ...

In Technical Issues
  • Views 160
  • Replies 0

Drawloop - Error: "Only Users with a 'Salesforce' license type can be made Admin"

TopicWhen trying to add the DocGen Admin permission set to a user in the DocGen Admin tab, encountering an error "Only Users with a 'Salesforce' license type can be made Admin" InstructionsCheck the ...

In How To's
  • Views 47
  • Replies 0

Generating ULS logs to troubleshoot Nintex related issues for Forms and Workflow

TopicWhether you're troubleshooting issues on your own or with the guidance of Nintex Support, generating ULS logs for Nintex is one of the best methods to identifying underlying causes of issues that...

In How To's
  • Views 113
  • Replies 0

Nintex Promapp - How to Configure Single Sign-On for Azure AD

TopicNintex Promapp: How-to doc meant to provide step by step instructions to assist in configuring SSO with Microsoft Azure AD InstructionsLogin to your Microsoft site - login.microsoftonline.comSel...

In How To's
  • Views 59
  • Replies 0

Drawloop - Salesforce Critical Update - Restrict @Aura Enabled Apex Methods

IssueThis article addresses the use case where some users cannot generate documents due to enabling a critical update that prevents such users from accessing Custom Settings through Salesforce APIs. C...

In Technical Issues
  • Views 66
  • Replies 0

StartWorkflowOnListItem Method with Association Data not properly parsing tokens

IssueTokens for Item Properties, Workflow variables, and other references used in workflow actions are not parsed properly when starting a workflow with the Nintex Workflow Web Service (/_vti_bin/nint...

In Technical Issues
  • Views 82
  • Replies 0

Drawloop - Insert-Update for Child Records

Topic In order to do achieve this, it will be using the Excel as Middleware functionality with the Insert-Update. Instructions For this example, we are running from the Account object and updatin...

In How To's
  • Views 84
  • Replies 0