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Forms for SharePoint Online

I would like to design a form in Nintex Automation Cloud and then enter data into that form that would populate my SharePoint list. I have my connection and Data source set up, and the design of my SharePoint list is created. I know how to create a start event to create a design form and know how to create a new list item in a workflow, but I don’t know how to connect the fields on the form to the SharePoint list. Can you share with me a link, tutorial or solution for this? Hopefully a tutorial, so I better understand it. It looks like I need to create a task form, but I don’t understand how to do that.

1 hour ago

TravisMRookie

Nintex Automation Cloud

Form data entry date validation

In NAC, I know that I can run a submission rule to validate/invalidate a date field's value. But how can I do date validation prior to submission? Ideally right after a value is entered into the field.

4 hours ago

tracy_kuhlNintex Employee

DocGen for Salesforce

Cannot edit email body when using a custom HTML Salesforce email templateKnowledge Base

TopicYou cannot edit an email’s body using a custom HTML Salesforce email template (without using Classic Letterhead) for an email delivery option. Refer to the following Salesforce knowledge base article for more information:Create Custom HTML Email Templates in Salesforce Classic

7 hours ago

CherylHRookie

RPA

Insert Username into Active Field

I am trying to create a wizard to log in to a site but when I try to set up the command ‘insert username into active field’ I get an error message. Do you know what I could be doing wrong?For Step 1, the process of launching the website is working. The cursor is positioned in the User ID field.For Step 2, I try to drop the insert username command and choose the specific user for the site, but I get an error message:The following commands are not supported at this position and will be removed: Insert username into active field.

8 hours ago

CodiKajiNintex Employee

News

Tech Bulletin: Microsoft Exchange Online Permissions Change for Nintex Automation (K2 Five) and Nintex K2 Cloud

K2 integrates with Microsoft Exchange Online using Microsoft’s APIs. As Microsoft makes changes, we will update our integrations to ensure your solutions continue to function properly.Microsoft has announced the retirement of the ApplicationImpersonation Role Based Access Control (RBAC) role in Exchange Online. Beginning in May 2024, new customers can no longer use this role, and in February 2025, the role and feature set will be removed from Exchange Online.K2 products use this role in order to send emails via Exchange Online. This retirement will impact K2 Cloud and K2 Five / Nintex Automation environments which connect to Microsoft Exchange Online.The fix and steps documented to use lesser Exchange Online permissions address the following features:Task Notification Emails Workflow Mail Events Escalation Emails SmartForms Email Rule Actions SmartActionsIn addition, K2 can integrate with Microsoft Exchange to do other operations, such as creating meetings or tasks, and creating mailbo

9 hours ago

matthew_mcgrathNintex Employee

News

DocGen for Salesforce + Nintex eSign - Streamlining Document Creation and eSignature Capture: A Modern Approach for CompaniesBlog

Companies constantly seek ways to enhance efficiency and productivity in today's fast-paced business environment. One area that has seen significant innovation is document creation, eSignature capture, and tracking the signing process within a system. This modern approach saves time and resources and improves accuracy and compliance. Let's delve into how companies embrace these technologies to streamline their operations. Efficient Document CreationGone are manual document creation days involving extensive back-and-forth emails, revisions, and delays. Nintex DocGen for Salesforce offers a modern interface within Salesforce, allowing power users to query, configure, and deploy solutions, ultimately enabling end users to generate professional-looking documents quickly. Features such as point-and-click data querying, drag-and-drop tagging, and version control allow teams to work seamlessly together regardless of physical location.Furthermore, integration with Salesforce ensures that docum

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9 hours ago

cferrerRookie

Process Manager

Newly Published process notification to all users

Hello everyone,We are exploring the idea of notifying all users within our organisation each time a process is published for the first time.When checking the configuration of Process Manager, it seems to be only two options:However, these options will only notify either the employees involved in the process or when the ALL STAFF role has been used in the process map.Can you please confirm whether there is a way to achieve our objective? This is particularly needed by our Safety Team who is suggesting that the publishing of all new processes in that space, should be automatically notified to all our personnel.Of course, I could run a report in a monthly basis with all these new published processes and share it with all my colleagues. However, I am after an ‘automatic notification’ solution.Can you please provide your insights?Thanks,Carlos

17 hours ago

AlanNovice

Nintex for SharePoint

SharePoint2016: Using the attachment upload space gives error message: System Runtime InteropServices

SharePoint2016: Using the attachment upload space of the Nintex form, after uploading the attachment, when checking the attachment, an error message appears: System Runtime InteropServices COMException: Unable to open file # # attname##System.Runtime.InteropServices.COMException: 无法打开文件 ##attname##。在 Microsoft.SharePoint.Library.SPRequestInternalClass.GetFileAsStream(String bstrUrl, String bstrWebRelativeUrl, Boolean bHonorLevel, Byte iLevel, OpenBinaryFlags grfob, String bstrEtagNotMatch, Object punkSPFileMgr, Boolean bHonorCustomIrm, IrmProtectionParams fileIrmSettings, UInt32& pdwVirusCheckStatus, String& pVirusCheckMessage, String& pEtagNew, String& pContentTagNew, SPFileInfo& pFileProps) 在 Microsoft.SharePoint.Library.SPRequest.GetFileAsStream(String bstrUrl, String bstrWebRelativeUrl, Boolean bHonorLevel, Byte iLevel, OpenBinaryFlags grfob, String bstrEtagNotMatch, Object punkSPFileMgr, Boolean bHonorCustomIrm, IrmProtectionParams fileIrmSettings, UInt

1 day ago

RonRookie

Nintex for SharePoint

AlanNovice

Nintex for SharePoint

SharePoint2016: Using the attachment upload space gives error message: System Runtime InteropServices

1 day ago

BigBRookie

Nintex Automation

Error on click to save form - cannot insert duplicate key row

K2 5.6 - IssueWhen i click on save (i just added message in the form) the form it giving me below error:- Error %d, State %d, Procedure %s, Line %d Cannot insert duplicate key row in object 'Form.ConditionItem_Design' with unique index 'UX_Form_ConditionItem_Design_ID'. Same form i am able to save on Production but not on QA.I deployed form from Prod to QA, it deployed successfully. but same error on click to save the form.I checked in K2 table Form.ConditionItem_Design but there is only 1 row available as i checked out the form. Please help me, if any one have idea about this error.

1 day ago

NiklasGRookie

Nintex Automation Cloud

Nintex Automation Cloud: SharePoint Online Start Event Condition Builder: Missing field

Hello,the condition builder seems to display most fields as an option to define when the workflow should start.But one managed metadata field is not being displayed as an option for the condition builder.Interestingly a different managed metadata field is being displayed as an option.How does the Start Event Confition Builder differentiate which fields to display as an option?How can I make the missing field appear as an option?Thank you in advance!Best regards Niklas

1 day ago

NiklasGRookie

Nintex Automation Cloud

Nintex Automation Cloud - SharePoint Online Connector: missing start variable

Hello,when creating a SharePoint Online connection to our test tenant in SharePoint and creating a workflow with the SharePoint Online list start event, then the start event does not return a start variable.I created the connection using the correct user for the test tenant and in the start event I can select the correct list without any error.The connector is of type SharePoint Online: List and libraries.I cant figure out, what I am missing in the configuration.Thanks in advance!Niklas

1 day ago

robert081171Rookie

Nintex for Office 365

Nintex forms down AGAIN

Is Nintex forms down again - 2 weeks ago we had a 3 day outage and could not get the form filler or designer to open. a MS fix didnt work, and its happened again - exactly the same thing

1 day ago

cferrerRookie

Process Manager

API Reporting - Process star rating

Hello community,As you know, Process Manager has available a report called ‘Process View’ which is very straightforward in purpose.However, I would like to understand who within my organisation actually ‘rates’ processes (and not just view them). An image has been attached for clarity.Similar to the ‘process view’ report, the intend of this one would be to measure engagement. I could not find this report available in the platform. Therefore, I was thinking that there might be a way to run an API report with this customised request.Any insights on this please?Thanks,Carlos

1 day ago

wejdanRookie

Nintex Automation Cloud

Disable one of the choices

How I can disable one of the choices (Approve) and enable 2 if I have a rule contains credit limit greater than (num) so he can choose either escalate or reject

2 days ago

jpachecoScholar

Nintex for SharePoint

3 year review check workflow

Hi!I have a sharepoint list (on prem) and need to create a workflow if a list item shows a modified date less than 2019… If an item is detected and the modified date is less than 2019, I need to notify someone by email to review. Once reviewed the modified date updates, I will then apply 3 years to that modified date for the next notification to go out to review once again and will need this workflow to loop so user is notified every 3 years.The list has versioning turned on, I applied a workflow to test but it seems that its sending a notification for every version that “is less than 2019”. Am I doing something wrong? Thanks

2 days ago

Product Forums

Nintex Automation Cumulative Updates and Fix Packs

362 topics
6 Replies

News and Guidelines

Modernization

Upgrade Nintex for SharePoint to Nintex Automation Cloud

2 topics
5 Replies

Upgrade Nintex for Office 365 to Nintex Automation Cloud

12 topics
32 Replies

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Cannot edit email body when using a custom HTML Salesforce email templateKnowledge Base

DocGen for Salesforce + Nintex eSign - Streamlining Document Creation and eSignature Capture: A Modern Approach for CompaniesBlog

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