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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?

19 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.

22 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

1 day ago

Update Document checkbox

Hi,We plan to fill values from workflow variables into an existing Word form. There are many checkboxes where we want to assign boolean values. Unfortunately the checkbox is always replaced by the boolean value text (true/false) instead of being checked or unchecked.Is there a type of conversion to preserve our checkbox controls in the Word template?ThanksRoman

1 day 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?

1 day ago

TannicRookie

Nintex for SharePoint

Displaying Uploaded Attachments in Nintex Flexi Task Edit Form for SharePoint 2019

Hello Community,I am currently working with Nintex SharePoint 2019 and have encountered a challenge while integrating attachments into my workflow.I have successfully created a Nintex form for a SharePoint list, which includes a control for uploading attachments. Additionally, I have set up a Nintex flow utilizing the "Flexi Task" action to allow for task assignments and edits.My issue arises when attempting to display the attachments uploaded through the Nintex form within the "Edit Task With Nintex Form" step of the Flexi Task. I would like the assigned users to be able to view and, if necessary, download these attachments while editing the task.I have explored various options within Nintex but have not been able to find a straightforward way to incorporate this feature. Can anyone provide guidance or share any best practices on how to achieve this?Any help or insights would be greatly appreciated. Thank you in advance for your time and assistance!

1 day 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.

1 day ago

fortyoneRookie

Nintex Automation Cloud

How To Connect Nintex Start Form To SharePoint fields?

14 hours ago

jmaddausNovice

Nintex Automation Cloud

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

19 hours ago

kwstroudRookie

RPA

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

22 hours ago

NathaRookie

Nintex Automation Cloud

Dynamic Instance Id

1 day ago

JackoRookie

Nintex for SharePoint

I want to see the FULL Workflow History

1 day ago

TannicRookie

Nintex for SharePoint

Displaying Uploaded Attachments in Nintex Flexi Task Edit Form for SharePoint 2019

1 day ago

FLSteveRookie

Nintex Automation Cloud

Automation Cloud - SharePoint Choice Column - Predefined Choices for user

1 day 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.

1 day ago

acl76Novice

Nintex Automation Cloud

Access SharePoint Online calculated column via NAC Data sources in a NAC form

Hello,I created a Nintex Data source using the SharePoint Online connection and 'Query a list’ operation. The SharePoint list contains three text columns and one calculated column in which the output is also text. The formula is just = CONCATENATE([Col1][Col2][Col3]). Only alpha characters are being concatenated, no commas or other special characters. I have a single item right now in my list.If I add this calculated column in the Columns section of the NAC Data source, and then attempt to use the column on a NAC Form with the Data lookup or Choice - Single (dropdown view) controls I get a data load error.If I remove the calculated column from the Columns section of the NAC Data source, I am able to load data in the NAC form controls.Is what I am trying to do possible in a NAC Form? If not, can I use formulas in the NAC Form to present a drop down list of the three columns as a single concatenated list item?Thanks,Adam

1 day ago

jslasloRookie

eSign

Getting information from AssureSign Jotblock into Workflow

I have a AssureSign template going out to customers to complete. It has several jotblocks worth of information that I would like to use elsewhere in a workflow (for example, Address). While I can get the completed form as a pdf, I’m not seeing how to get the jotblock’s information.

1 day 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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