We talk a lot about automation here on this site and for good reason, it is a passion of mine! However, there are certain areas that often get overlooked on the journey towards process automation that I wanted to discuss further. Just the Bullet Points I could talk about automation and everything surrounding it forContinue reading “Going Into Automation? Start Here Not There”
Author Archives: Jesse McHargue
How To: Create Threaded Task Comments With Nintex Automation Cloud
Hey everyone, back at it again with a quick “How To” guide for Nintex Automation Cloud. This time we are going to focus in on creating threaded task comments so that task approvers can see previous comments in a single view. This comes in handy for a variety of reasons and is something that manyContinue reading “How To: Create Threaded Task Comments With Nintex Automation Cloud”
Where To Next?
It has been a bit quiet here lately and for good reason. I took some time and disconnected a bit to see where I wanted to take this and how I wanted to use my voice in this world (or this site specifically). While I started this site to blog about automation solutions using NintexContinue reading “Where To Next?”
How To: Repeating Section Data to Excel with Nintex Workflow Cloud
Trying something different this time around and making a video walkthrough, so if you do not want to read, jump to the end and check out the video. I want to make more videos of these solution walkthrough and if you find them useful or helpful, let me know! There are certainly multiple ways toContinue reading “How To: Repeating Section Data to Excel with Nintex Workflow Cloud”
Use Case: Go Back or Skip Stages Using Branch By Stage in Nintex Workflow Cloud
There are plenty of reasons why we would want to skip branches or even go back to a previous one in a Branch By Stage action within Nintex Workflow Cloud. Everything from approvals that need to go directly to an executive to scenarios where more data is required in order to move forward. What everContinue reading “Use Case: Go Back or Skip Stages Using Branch By Stage in Nintex Workflow Cloud”
There & Back Again: Google to Microsoft with Nintex Workflow Cloud
When it comes to Nintex workflow, many times the first thought is “Microsoft”. And while this is certainly still common, there has always been the ability to go a different direction when leveraging the power of the Nintex platform, especially Nintex Workflow Cloud. Within Nintex Workflow Cloud there are a multitude of connectors ranging fromContinue reading “There & Back Again: Google to Microsoft with Nintex Workflow Cloud”
Use Case: Extract Excel Data in Nintex Workflow Cloud
I had a specific use case come up with a prospect recently around pulling data from an Excel workbook. The data needed to be validated against the data that they had in their records. Using Nintex Workflow Cloud, we were able to upload an Excel file into OneDrive and then pull data from that fileContinue reading “Use Case: Extract Excel Data in Nintex Workflow Cloud”
How To: Add Repeating Section Data to a Task Form in NWC
I talk a lot about repeating sections here, and for good reason. They allow us to collect repeating data in a clean format without having to add a static number of controls. In the past I have provided examples on repeating section in DocGen, O365, and some on-prem solutions using repeating sections. In this blog,Continue reading “How To: Add Repeating Section Data to a Task Form in NWC”
How To: Dynamically Add AssureSign JotBlocks
There are a variety of ways to kick off the signing ceremony when using Nintex AssureSign, but if you are leveraging Nintex Document Generation, you may want to dynamically place JotBlocks before sending the document out. Here we will look at how to add in a simple signature and explore how we can add inContinue reading “How To: Dynamically Add AssureSign JotBlocks”
Nintex Acquisitions & What It Means For The End User
With everything that has been happening over the last few years, it is easy to miss a thing or two when it comes to Nintex and the capabilities we offer. Even for myself, it has been a roller coaster of new and exciting toys to build with. From acquiring K2 to the recent announcement aroundContinue reading “Nintex Acquisitions & What It Means For The End User”
Jesse McHargue 