Best Practices and Considerations For Implementing Workflows in SharePoint

Me and Sales Consultant, Carol Reddaway at the Abel Solutions booth for the event.

I recently presented at the 7th annual SharePoint Saturday event in Atlanta. For those who aren’t familiar, SharePoint Saturday is a community‐focused SharePoint event dedicated to educating and engaging members of the local SharePoint community. The event is unique in that it is “for the community, by the community” and is free for all who attend.

My session focused on “Best Practices and Considerations For Implementing Workflows in SharePoint”, and was geared toward business users who may struggle when it comes to outlining business processes or determining where to get started with automating the most business-critical processes in a way that won’t turn end users’ worlds upside down. Continue reading “Best Practices and Considerations For Implementing Workflows in SharePoint”

Nintex Flexi Task form reverted to OOB SharePoint form

I had a weird thing happen on a SharePoint 2013 client site a couple weeks ago and thought I would share with you all in case you ever find yourself with the same situation.

As you may be aware the Flexi task in Nintex Workflow uses a custom form provided by Nintex by default. This form displays all defined Outcomes as a radio button choice list on the form along with Comments and Item Properties. However, instead of the default form we are used to seeing, what we saw on our client environment one day was that all the Flexi task forms in one site were displaying what looked to be an OOB SharePoint task form. Continue reading “Nintex Flexi Task form reverted to OOB SharePoint form”

Nintex Workflow Task Actions Feature Comparison

There are many different types of task actions available with Nintex Workflow. But sometimes knowing which one you should use can be about as clear as mud. What’s the difference between Assign Flexi task and Request approval? They both have an Approve and Reject/Decline branch, right. So, how different can they be? How about Request data vs. Request review? And then there’s Assign to-do task. You might think, “That seems familiar, maybe I’ll just use that one and not worry about the others.”

The truth is, some of the actions behave similarly, but have different features and built-in capabilities. The action that you choose will depend on the specific requirements you have to meet with each step of your workflow. To help you in your quest to create the most useful and user-friendly automated processes, I will share with you some of the main differences between the various task actions. Continue reading “Nintex Workflow Task Actions Feature Comparison”

Nintex and Sharegate Partner Up to Move Customers to Office 365

“Can I move my Nintex workflows from on-premise to O365?”

Recently, this is the question we have been hearing more and more frequently from clients and potential clients.

If you are considering moving from something like SharePoint 2010 or 2013 to Office 365 OR if you are considering a hybrid environment (where you maintain both on-prem and cloud implementations of SharePoint) you might have had the same question.

Up until now, the answer has been a simple “No”. But with the announcement last week of a new partnership between Nintex and Sharegate, the answer will soon be “Yes!” Continue reading “Nintex and Sharegate Partner Up to Move Customers to Office 365”

Query Inside a Doc Set for Specific Documents to Convert to PDF

I came across an interesting (and unexpected) challenge today and thought I would share my solution in case there are others out there who may be facing a similar set of requirements.

The Business Scenario

We have a document library with Document Sets enabled and there is a WF that runs on each Doc Set. At a certain point in the WF there is a requirement to find all documents inside the doc set that are a certain content type and create a new PDF document in the Doc Set.

Easy-peasy, right?

Turns out, it was not as straightforward as I was thinking it would be. Allow me to explain…

Continue reading “Query Inside a Doc Set for Specific Documents to Convert to PDF”

SharePoint Permissions and the Nintex User Experience

Ever wondered what the user experience will be for users in your site with varying SharePoint permission levels when it comes to Nintex Workflow and Forms?

  • Who can create WFs?
  • Who can see the WF Designer?
  • Who can interact with running WFs or kick off new WFs?
  • Who can customize forms with Nintex Forms?

Let’s take a look at what the Nintex user experience is like for  some of the main SharePoint permission levels: Read, Contribute, Edit, Design, and Full Control. Continue reading “SharePoint Permissions and the Nintex User Experience”

Do you know about the Common settings?

I am self-taught when it comes to SharePoint and Nintex. Everything I know has been picked up over the years through a combination of trial-and-error, troubleshooting with coworkers, reading posts online, investigating answers to questions from clients, pushing the limits of the OOB capabilities, and just plain poking around to see what’s available and what can be done. While this process can be fun and fluid, it also means that not all features and functionality are uncovered immediately. I didn’t have someone to walk me through all of the cool, useful, and sometimes discreet settings that were just sitting there waiting to be leveraged. So with that in mind, I want to be that person for you!

One of my goals with this blog is to shed a bit of light onto some of the often overlooked areas of Nintex so that you start to have a full set of tools in your toolbox as you dive into automating your business processes.

It took me awhile to discover the Common settings available in the action configuration dialog of the Nintex Workflow actions and I wish someone had pointed this little gem out to me a lot earlier. So without further adieu, let’s talk through the features available with the Common settings. Continue reading “Do you know about the Common settings?”