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”

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: 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,Continue reading “How To: Add Form Signature to Generated Document using Nintex Workflow Cloud”

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 carefullyContinue reading “Use Case: Return to Work Using Nintex Workflow Cloud”

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 ofContinue reading “Getting Started: Setting Up Nintex RPA Chrome Extension”

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 orContinue reading “Getting Started: Setting Up Nintex RPA”

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 backContinue reading “How To: Populate Repeating Section with SQL Data”

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 aContinue reading “User Groups in Nintex Workflow Cloud”

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) butContinue reading “How To: Extracting XML Data from a Repeating Section”