When you search the web for “nintex update managed metadata field” you will find many posts with potential solutions to this challenge. However, you may also find that all of these posts only get you a part of the way there. So, this post is intended to aggregate all of the great information that’s already out there, but hopefully make it simpler for you to combine it all together into one cohesive solution. Continue reading “Update Managed Metadata (MMD) column with Nintex Workflow”
This post walks you through the steps I use to surface key Workflow History details onto a SharePoint list item. So, rather than having to navigate down into the Nintex Workflow History page to see who has Reviewed/Approved/Rejected/Completed an item and any associated comments, all of those details are more readily available on the Nintex form for the SharePoint item itself. This is also a good solution to make sure that these details are not lost with the workflow history when recommended database cleanup actions are performed—automatic, scheduled, or otherwise. Continue reading “Capture Workflow Approval History on SharePoint Items”
This one’s a quick one…
We got a call from a client recently who was running into an error when attempting to delete a site from their SharePoint Online environment. The error message referenced “Sites that have subsites or certain apps can’t be deleted. Please try again after deleting all subsites and removing the apps” (see screenshot below).
Last month I was able to attend the 3rd annual Nintex xchange Customer and Partner conference in sunny San Diego, CA. The conference focuses on accelerating business with process automation and this year’s theme was all about ushering in a new era of Intelligent Process Automation. Over the course of three days, the conference included three stellar keynote presentations and about 40 breakout sessions. The conference also offered tons of opportunities to network with Nintex staff, other partners, and customers; and there was never a shortage of happy hours 😉
If you weren’t able to attend this year, have no fear! Continue reading “Nintex xchange Conference Recap”
I had a requirement from a client recently for an anonymous form that would allow attachments and then push all data captured (including attachments) into SharePoint Online. My colleagues tried several non-Nintex solutions to no avail, because there seems to be a limitation with allowing attachments on anonymous SharePoint forms.
Nintex Workflow Cloud (NWC) to the rescue! Continue reading “Allow Attachments on NWC Web Form”
I am working with a client on converting all of their old InfoPath forms into Nintex Forms and recently ran into an odd issue. On the list that had an InfoPath form, I created a new Nintex form and published the Nintex form. I assumed that the Nintex form would take over and appear as the list item form after publish. However, this was not the case. Instead, the InfoPath form persisted. Continue reading “Replace a Stubborn InfoPath Form with a Nintex Form”
The Responsive Forms Designer, now available with Nintex Forms, allows you to create beautiful and powerful forms that are automatically optimized for any device or screen size. With the rapid pace of tech advances, responsive design is becoming an increasingly necessary component to any online interactions, including at the data capture phase of your most important business processes. Read on to learn about the 5 features that I am loving the most!