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pezzaRookie

Process Manager

Move Process Model to A New Group

Hi, I cant see how to move a Process Model to a new group. I know how to do this with a ‘normal’ process but a Process Model doesnt seem to have the option when you edit it? Is there a way to move it once created?

17 hours ago

kwstroudRookie

RPA

Writing to the same Excel file from multiple machines - read only issue

I am trying to find a way for several bots to work from the same shared Excel file. Assume there is a large list of data (Account Numbers) in one column and another column beside it called “RPA Status”. When one bot starts to work an account, it looks at the Excel file to find the first Account Number with an empty RPA Status field. It then copies this Account Number and writes “In Process” to the RPA Status field so that another bot will not pick up this Account Number. It writes back “Complete” once it has completed whatever process it is doing. Ideally, I’d like to have multiple machines pulling in and writing back to this Excel file. The issue is that if I try running another bot pulling from the same file, the Excel is in “Read Only” status until the other workflow is completely finished. Is there a way to write to an Excel file and immediately close out the connection so that another bot can write to it? I know SQL is an option, but that raises several other issues.

18 hours ago

NathaRookie

Nintex Automation Cloud

Dynamic Instance Id

Hi All,We have a requirement where every new instance should have an numerical ID.For example, if I raise a new travel request now, it should have "01", and then every new instance should have the next one in incremental order. I have found that we have "instanceID", but that is quite long, and "newGuidAsString" is also lengthy.We just need an ID that starts with "1" and then increments with every new instance started, regardless of whether instance is completed or failed. So, I can use that value as the instance name.I am sure this functionality would be there but it’s that I am not able to find it out. Thanks & Regards

21 hours ago

SChristineRookie

Nintex for SharePoint

Update multiple items People data type ia SharePoint Workflow

SharePoint Employee list that for each employee item contains a Supervisor Column that is a People Data type. Supervisors change. Looking to mass update workflow (SharePoint On-Prem) the Employee List when a New Supervisor is added to Supervisor List:input the old "[Former] Supervisor" and new "[New] Supervisor" into the New Supervisor List, then upon submit, which triggers a workflow to search in Employee List "Supervisor" = "old value" then update it with the "new value".So, in this Case… old “[Former] Supervisor” = Shultz, Marie and want to replace all instances of Shultz, Marie in Supervisor column with Williams, Christine (aka “[New] Supervisor”). I have tried to keep it simple with no luck: Any suggestions would be very helpful.

2 days ago

fortyoneRookie

Nintex Automation Cloud

How To Connect Nintex Start Form To SharePoint fields?

Hello,I am working on a Nintex 2013 Workflow that I need to migrate to Nintex Cloud environment. The current 2013 start form allows you to create SharePoint fields and assign right to the start form. In Nintex cloud start form how do you allow the start form fields to connect to SharePoint fields/people picker fields?Thanks N Advance for any help

3 days ago

brandiwoodsonCommunicator

Nintex Automation Cloud

Latest release: March 2024 - Release 1 - Renaming of Workflows

This is great. Glad we can rename workflows now. :) Please consider making some improvements that may have been overlooked during this enhancement/update in NAC. Instances will no longer be filterable by the workflow name. You will not get a full picture of all instances under any given workflow if the workflow has been renamed. Below is an example if I filter for the new name of my workflow. Below is how I have to pull both instances of the same workflow now which is not ideal if it’s completely renamed to something entirely different: RecommendationsOption 1: Update workflow instance history to reflect latest name of a given workflow when it’s renamed, that way we can filter by a workflow, regardless of name changes. Option 2: Consider adding the workflow ID to the publish dialog box as read-only field and add custom filtering for workflow ID in the “custom filter” section of instances. Option 3: Add a new “Info” selection in ellipsis on a workflow that has information about the w

3 days ago

AdrianGaribdass01Rookie

Nintex Automation Cloud

Assign a form to multiple users for feedback

I have created a form that, when submitted, requires multiple users (reviewers) to provide feedback before the form can be approved. I have used the 'assign task to multiple users' action to forward the form to each user. Each user received an email with a link to the form, and the form has a Text-Long form field where the assigned user can add feedback. I have set the completion rules to 'all users must respond' and the assignment behavior as 'sequential.' The next step in the workflow is for the approver to review the feedback from each assignee and approve or reject the form. How do I collect all the feedback from each user? At present, the approver can only see the first assignee's feedback.

3 days ago

jmashkovskiyNovice

DocGen for Salesforce

Populate Date field under Create/Edit Records option

38 minutes ago

pezzaRookie

Process Manager

Move Process Model to A New Group

17 hours ago

kwstroudRookie

RPA

Writing to the same Excel file from multiple machines - read only issue

18 hours ago

NathaRookie

Nintex Automation Cloud

Dynamic Instance Id

21 hours ago

SChristineRookie

Nintex for SharePoint

Update multiple items People data type ia SharePoint Workflow

2 days ago

fortyoneRookie

Nintex Automation Cloud

How To Connect Nintex Start Form To SharePoint fields?

3 days ago

jmaddausNovice

Nintex Automation Cloud

What is the best way to organize a large quantity of workflow tasks in NAC for end users?

As we’re ramping up volume on some NAC workflows, there’s a bit of confusion for users who have a higher number of tasks assigned.Because you can’t use the dashboard to search any other attributes of a workflow instance (unlike in the automate→ tasks panel where you can), they have to go through large numbers to locate specific tasks they’re able to complete.It seems like we could change the tasks to be unique (add the workflow name to the task name), but then this would make analytics more difficult at a higher level.The best search tool seems to only be available if we give folks designer or higher role, but we don’t really want everyone to have access to add or change workflows necessarily.Am I missing something or is there no great way to actually filter through outstanding tasks without clicking each one to locate, or ruining your analytics by naming them?

3 days ago

JackoRookie

Nintex for SharePoint

I want to see the FULL Workflow History

Nintex WF History is ridiculously limited in terms of displaying large data elements such as all the items in a Collection on a single line (a stupid small 255 character limit).Is there any way (a file, a DB query, etc) that I can edit and where I can see the FULL logs?

3 days ago

FLSteveRookie

Nintex Automation Cloud

Automation Cloud - SharePoint Choice Column - Predefined Choices for user

Good day, I have a SharePoint Online list, with a Choice field (Department) for the user to select from to create a new entry. ex. Marketing, Sales, Finance, and DevelopmentLet’s say the SharePoint list is new, there are no records from user submissions. Can I access the SharePoint choice control, and use the SharePoint choice column’s available selections for users to populate my Nintex form? If yes, how? If no, are my options:Hardcode the Marketing, Sales, Finance, and Development choices directly into the Nintex form, or Use the Data lookup and create another SharePoint list where I prepopulate it with; Marketing, Sales, Finance, and Development records.

4 days ago

sahayarajRookie

K2 blackpearl

K2 Blackpearl 4.7 Active directory sync service scheduler

How to stop or schedule the AD sync service for K2 BlackPearl 4.7.

4 days ago

Product Forums

Nintex Automation Cumulative Updates and Fix Packs

368 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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