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 many…
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 to…
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 ever…
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 from…
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 file…
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,…
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 in…
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 around…
How To: Add Form Signature to Generated Document using Nintex Workflow Cloud
In this blog I wanted to expand on a topic I covered about repeating sections in document generation and show how we can easily add in another piece; a signature captured on a form. I get questions around this often as users want to be able to get a signature or sign-off from a user,…
How To: Add Repeating Section Data to Document Generation in Nintex Workflow Cloud
A while back a wrote a blog about getting Repeating Section Data from a Nintex Workflow Cloud form to a list in SharePoint Online. I wanted to expand upon that use case and take that same data and add it to a document using the Generate document action in Nintex Workflow Cloud. The reason for…
How To: Repeating Section Data from Nintex Workflow Cloud to Office 365
Repeating sections are great and there are a ton of use cases where it make your life as a developer easier to capture data from end users. However, when you want to move that data from one place to another, there are considerations that need to be addressed. For example, if you were to build…
Use Case: Return to Work Using Nintex Workflow Cloud
With everything that is going on in the world these days, many organizations are looking to get back in the office for a variety of reasons. Whether it is to boost productivity, collaboration, or simply to provide employees with an alternative place to work that is not their dining room or couch, organizations are carefully…
Getting Started: Setting Up Nintex RPA Chrome Extension
Continuing the conversation from last time where we discussed Setting Up Nintex RPA, we will dive into another piece that may be helpful as you build out automation using Nintex RPA. This next topic of the series will cover how to install the Nintex RPA Chrome Extension, which allows you to target objects inside of…
Getting Started: Setting Up Nintex RPA
Robotic Process Automation has been around for the better part of the last 20 years, but has really taken off and gained more attention in recent years. There are a lot of solutions out there for just about every possible need or business use case, however how do you decide what to go with or…
Save and Continue Your Nintex Workflow Cloud Forms
This feature has been asked for countless times and for good reason. There are times when a form is too long or you need to gather other data to provide within the form, and need the ability to save it in it’s current state and come back to it later. Well, now you can do…
How Easy Are Repeating Sections in Nintex Workflow Cloud?
A while back I wrote a blog about Creating List Items from a Repeating Section with Nintex Forms. The idea was to have a single form collection multiple items and then through querying XML, send each item to an itemized list. This is something that I see a lot of in SharePoint Online, but with…
How To: Delete A Nintex For Office 365 Workflow
There are many reasons that we may need to delete a workflow from our environment but most of the time it is just not needed anymore. Perhaps it was used for a test or even a single use effort to mass update data. Whatever the reason, removing the workflow from your environment is best practice…
Leveraging Nintex Workflow Cloud Component Workflows
When it comes to automation, many times we must streamline processes by removing repetitive steps. We do it all the time by grouping similar functions into a single group of concerted efforts. We can do the same thing when it comes to our workflows that we create with Nintex by using Component Workflows. If you…
How To: Get Date Without Time in Nintex Workflow for Office 365
Another question multiple times means another blog! There seems to be no clear directions on how to accomplish this, so I decided to put it down on (digital) paper so we can all benefit! If you have worked with SharePoint ever, and tried to do something with dates, you understand that pain that comes along…
How To: Populate Repeating Section with SQL Data
There are plenty of reasons that we would want to view data on a form but pulling that data from other sources can be difficult. Not only that but formatting that data so that it is readable by the end user is just as important! With Nintex Forms for SharePoint we can easily pull back…
How To: Save Task Attachments to Current List Item
If you are using SharePoint Online tasks, you have probably run into the need to have users attach additional documents that are related to the task. While these attachments will be stored with the task, many times there is a greater need to attachment them to the original list item. This allows for all the…
How To: Create List Items from a Repeating Section with Nintex Workflow
Last month I wrote the first part of this blog and that was focused on the Nintex Form piece of this solution. This month we will focus is on how to take those individual items on the single form and create a list item for each one. There are many scenarios that this could come…
Nintex Forms for Office 365: Save and Continue
This is something that has been requested for quite some time and happy that it has been added into the product. Save and Continue is available in Responsive Nintex Forms for Office 365. This quick blog to meant to cover some of the basics about what it is meant for and what it does. Let’s…
How To: Using Nintex Forms to create Itemized Requests
There are a lot of complex forms that users interact with on a regular basis and I wanted to review one of the common use cases that we see with Nintex Form; an itemized form. If you are unfamiliar with an itemized form, think of any form where you are adding multiple entries or items…
Building Automation Around Existing Processes Using the Nintex Gateway
I worked through a different use case recently and wanted to share out my thoughts and approach to it for others to leverage in the future. This one is unique because I did not focus on improvement but rather on putting intelligent automation around process. Like all other things, there are multiple ways to approach…
User Groups in Nintex Workflow Cloud
The concept around user groups within Nintex for SharePoint is nothing new, but what about Nintex Workflow Cloud (NWC)? This feature was recently rolled out and makes governance within NWC much easier! So, let’s take a look at what it is and how we can leverage it. Nintex Workflow Cloud If you don’t have a…
How To: Extracting XML Data from a Repeating Section
How to create an itemized list of all data within a repeating section on your form. In this blog we will discuss how to leverage Query XML, Loops, Collections, and Document Generation actions. We have all ran into this scenario before: “I need to be able to submit multiple (insert things to submit here) but…
How To: Auto Populate Form Controls in SharePoint Online with Nintex
We always want to make intelligent forms for our users, and one way to do that is to auto populate as much on a form as possible. This reduces the amount of time a user spends on a form as well as increases data accuracy. Win-Win all around! How can we do this within Nintex…
How To: Leverage Your Nintex (XML) Form Data
I get this question a lot and there are a lot of articles out there around this topic, but I wanted to clarify a few things. What is this used for? Why would I use it? Just how easy it? So let’s jump in! Nintex (XML) Data, What Is It Used For and How Can…
Jesse McHargue 