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The Nintex Workflow workflow designer makes it easy to create workflows. Actions can be dragged and dropped from the toolbox, which also has a search bar for finding the action you need. Commonly used actions have been put at our fingertips to make things easier. Click the plus icon in the designer, and a context menu appears with five frequently used actions, such as Send an email and Set a variable value. If our favorite action does not appear, there is also a search bar to help find it. Click the action to add it to the workflow.

Use case Nintex Workflow has SharePoint start events for new and updated items, but workflows must be manually triggered in some scenarios. A Nintex Workflow can be created that accepts an item ID so it knows which item to operate on, but wouldn’t it be much easier to pass data and start a workflow on an item with just one click? Solution We begin by creating a new workflow with a form start event in Nintex Workflow. To pass the ID of the SharePoint item to the start form, we take advantage of the getQueryStringParameter function. We create a form variable and add a getQueryStringParameter function with a text parameter of “ID” getQueryStringParameter("ID") Alternatively, we can display the item ID on the form by setting the function as a default parameter for a form control. SharePoint To add the link to SharePoint, the modern view must be used. We add a single line of text column to the list. From the column dropdown, we select Column settings > Format this column. A panel opens to t

I'm encountering an issue where I can't access the welcome screen after successfully logging into Nintex University. The tab keep saying Working….but i am not going to anywhere. Can anybody help with the issue? Thanks

The Customer Enablement team is thrilled to announce the release of a new learning path available on Nintex University, which teaches the basics of Nintex Apps for Salesforce! 😎 Whether you already have experience building in Nintex Apps or are just starting your building journey, this learning path will help you gain confidence and develop your skills! Begin today to discover how you can unlock the next level of UX flexibility and design independence using Nintex Apps for Salesforce! Learn the basics of Nintex Apps for Salesforce today! Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.

Hello Guys, I have a little problem, when i want to save my forms as a pdf the pdf is not showing the same result as the runtime, please if anyone can suggest a solution. thank you

We’re excited to announce a new course on Nintex University that teaches you how to create custom plugins for your Nintex Workflow forms 🎉 Whether you're an experienced developer or just starting your development journey, this course will guide you through building, deploying, and securing plugins that enhance your form functionality. Learn best practices, explore a real-world example, and gain the skills to extend Nintex solutions confidently. Get started today and take your automation skills to the next level! Create custom form controls with plugins. While you are there, check out our other developer courses that have been recently published. Enhance Nintex workflows with Xtensions Explore advanced features of Xtensions Integrate with Nintex Automation Cloud API Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Ninte

We’re excited to announce a new course on Nintex University that teaches you how to create custom plugins for your Nintex Workflow forms 🎉 Whether you're an experienced developer or just starting your development journey, this course will guide you through building, deploying, and securing plugins that enhance your forms functionality. Learn best practices, explore a real-world example, and gain the skills to extend Nintex solutions confidently. Get started today and take your automation skills to the next level! Create custom form controls with plugins. Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.

Hello, Process Manager Users! We’re excited to share that the Process Manager learning paths have been refreshed! Not only do they now align with our new branding, but they also reflect the latest enhancements from our Product team, who have been hard at work improving your experience. 📚 Explore the updated learning paths here: Process Manager for Beginners Process Manager for Editors Process Manager for Promasters Reminder of the latest updates! 🔧 Process Attributes We’ve enhanced your experience with process attributes by streamlining interactions and freeing up space for your process map—no more bottom panel! Our new right-hand panel makes accessing your process information quicker and more intuitive. Say goodbye to unnecessary clicks and embrace a more efficient, unified Nintex experience! 📊 Dashboards Our dashboards have a fresh new look and feel. These enhancements optimize how you filter, manage, and view notifications, ensuring a cohesive experience across tables within the

New Nintex DocGen for Salesforce Basics certification exam is here! 🎉 We’re excited to announce the launch of the Nintex DocGen for Salesforce Basics exam! Get ready to demonstrate your mastery and take the next step in your career with Nintex DocGen for Salesforce! 🔸 What to Expect? This exam consists of 45 questions randomly selected from a pool of 92, ensuring a well-rounded assessment of your knowledge. It covers essential topics such as:✅ DocGen Package configuration ✅ Template design & data mapping ✅ Delivery options ✅ Testing & deployment Ready to validate your skills and take your Nintex learning to the next level? Start your certification journey today! 🚀 DocGen for Salesforce Basics Exam Let us know in the comments if you’re excited or have any questions! 💬

New Developer-Focused Course on Nintex University: Enhance Your Views in Nintex Automation K2! Are you ready to take your K2 applications to the next level with custom styling and interactivity? We're excited to introduce a new course on Nintex University: Enhance your views in Nintex Automation K2! This hands-on course will teach you how to customize K2 views using Data Label controls and expressions while leveraging HTML, CSS, jQuery, and JavaScript to refine layouts, enhance styling, and add interactive elements. 🔥 What You'll Learn: Dynamic Customization: Use Data Label controls and expressions to enhance K2 views. Improved List Views: Add unique icons for a more intuitive user experience. Bulk Actions: Enable bulk deletion in list views with checkboxes. Multi-Step Forms: Utilize CSS to create multi-step form experiences. Editable List Views: Design an interactive list view with a static toolbar for streamlined user interactions. 🎯 Who Should Take This Course? This course is desi

🎓 📢 Nintex University Updates 📢 🎓 Hello Nintex Automation Cloud users, exciting news! The Customer Enablement team is thrilled to announce the release and retirement of the following Nintex University certifications. As we evolve our learning experience, these role-based certification exams are designed to cater to different roles within your organization. They will become your gateway to unlocking the full potential of being Nintex Automation Cloud certified! New content Nintex Automation Cloud New Certifications Automation Specialist I Certification for Nintex Automation Cloud The certification exam is a fantastic chance for Automation Specialists to showcase their expertise. It's tailored for those who have finished the Automation Specialist for Nintex Automation Cloud - Level I learning path, and it's perfect for individuals keen on excelling in using Nintex Automation Cloud to craft innovative automation solutions. The exam delves into various topics such as workflow-building

🎓📣 Nintex University Updates 🎓📣 The Customer Enablement team is thrilled to announce the release of a new Learning Path for Nintex DocGen for Salesforce. Jumpstart your document generation journey with this dynamic course! Unlock new possibilities and discover how Nintex DocGen for Salesforce can transform your organization’s workflow. Explore new content on custom buttons, lookup and child relationships, and filters—plus, follow a real-world scenario to navigate the document-building process with confidence! New Content: Nintex DocGen for Salesforce Learning Path DocGen for Salesforce Basics Courses Introduction to Nintex DocGen for Salesforce Install Nintex DocGen for Salesforce Navigate Nintex DocGen for Salesforce Plan a DocGen Package Understand data relationships Build and edit document templates Configure delivery methods Deployment and access Retired Content: Nintex DocGen for Salesforce Courses Navigate DocGen for Salesforce Install DocGen for Salesforce Plan and design yo

Exciting News! The Nintex Automation Cloud API Course is Now Live on Nintex University! We’re thrilled to announce the release of our Nintex Automation Cloud API Training Course, which is now available at Nintex University! This course will help you master the API, from authentication to workflow automation, with real-world applications and hands-on exercises. Whether you're a developer or just starting, this course will enhance your skills and streamline your automation processes. 👉 Start learning today: https://learn.nintex.com/catalog/courses/4231095 Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.

Hi, I’m a system administrator in my organisation and are struggling to identify through Nintex University the e-learning module for one of my users who will become process group champion for their area. Is anyone able to provide direct links to these modules and sequence to complete as I find the search option hard to navigate in order to review what each course has to offer. Please note we’re not after certification is just to equip internal user with capability to do and lead others within their own team. thanks. U

We are excited to announce a new beta feature on Nintex Community: on-the-fly translation for forum topics and replies! This functionality is designed to make it easier than ever to connect, collaborate, and share insights with fellow community members worldwide, regardless of their language. Key highlights of the beta feature Instantly translate forum topics and replies into your preferred language. Enable seamless communication and collaboration with a global audience. Supported languages include Arabic, Chinese, English, French, French-Canadian, German, Italian, Japanese, Spanish, and Thai. More languages will be available at a later date. See the Feeback and improvement section below to let us know which languages you’d like to see! This feature uses AI-based translation technology, so translations may not always be perfect or capture the full context. While we strive for accuracy, the translations are generated by algorithms and might occasionally miss nuanced meanings or provide

Build a leave request application with this new Nintex Automation K2 video tutorial! Want to learn the essentials of building business applications with Nintex Automation K2? We've just released a new video tutorial that walks you through creating a basic leave request application from start to finish. This beginner-friendly tutorial shows you how to combine K2's core components: SmartObjects: Learn how to build a SmartObject to store your leave request data. SmartForms: Create user-friendly forms and views to interact with the application. Workflows: Design a workflow to automate the approval process, including user tasks, decision steps, and system updates. In this step-by-step video, you'll learn how to: Set up application categories Design your data structure Build intuitive forms Create a workflow with approvals Deploy and test your application Whether you're brand new to K2 or need a refresher, this video is a great way to level up your skills. Check out the tutorial now and star

Want to tap into the power of your SQL databases within Nintex Automation K2? We're excited to introduce a new course on Nintex University: Create a stored procedure and use it as a SmartObject. This course provides a hands-on approach to integrating SQL stored procedures with your K2 environment. You'll learn how to leverage existing database logic and build more efficient, data-driven automation. What you'll learn: Harness stored procedures: Understand the advantages of using stored procedures in K2, including improved performance and simplified maintenance. Build a stored procedure: Step-by-step guidance on creating a stored procedure within your SQL database. SmartObject integration: Generate a SmartObject from your stored procedure, enabling seamless integration with K2. Data visualization: Display the results of your stored procedure in a K2 SmartForm, bringing your data to life within your applications. Who should take this course? This course is ideal for K2 users who want to l

Great news, Nintex Apps has offically launched! 🚀 And with it, so has the ability to use Nintex Apps alongside Nintex Automation Cloud when your subscription includes both. Check out the video below to learn more about using these as a connected experience. Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.

📢 Great news! 🎉 We’ve just published a new video tutorial that dives into using text and input fields in bubbles in Nintex RPA. This video covers how to enhance your bubbles with formatted text, images, hyperlinks, and dynamic variables, as well as how to set up various input field types—like text, dropdowns, checkboxes, and more—to collect essential user data. 💡 Whether you’re new to customizing bubbles or looking to optimize data entry in your wizards, this tutorial provides a step-by-step guide to creating more interactive and user-friendly workflows.

📢 Hi! Great news! 💃🏽🕺🏾I just updated a comprehensive article that guides organizations through switching to OAuth Admin Consent for DocuSign Legacy Integrations. It also includes the requirements and a step-by-step process to make the switch. 🚀 Switching to OAuth Admin Consent for DocuSign Legacy Integrations This article includes: Upgrade process for Nintex DocGen for Salesforce.Review of needed DocuSign settings.Integration setup in Nintex DocGen for Salesforce Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.

Hello, Process Manager Users! We’re thrilled to announce a new feature in Nintex Process Manager: localization! This exciting update means that Process Manager now supports multiple languages, starting with French, French Canadian, German, and Spanish. What is Localization? Localization in Process Manager provides a more personalized experience by supporting languages other than English. This enhancement will make it easier for our existing customers to navigate and utilize Process Manager in their preferred language. Plus, it sets the stage for us to rapidly add more language options in the future based on your feedback and needs. The initial localization work will cover the user interface elements created and managed by Nintex. While this update does not yet include translations for user-generated process content, we are exploring options to support process content-level translation in the future. In the meantime, this can be facilitated through process variations. Here’s a sneak pee

📢 Hi! Great news! 💃🏽🕺🏾I just published a comprehensive article that guides admin users through switching to OAuth Individual Consent for DocuSign Legacy Integrations. It also includes the requirements, as well as a step-by-step process to make the switch. Plus, you’ll see exactly what the process looks like for end users once the integration is live! 🚀 Switching to OAuth Individual Consent for DocuSign Legacy Integrations Have you spotted a gap or have a cool idea? Your feedback matters to us, and we’d love to hear it. Click here to leave feedback, as your input helps us continuously improve Nintex University, Nintex Community, and the Nintex How-To Center.