Tips, Tricks, and Lessons Learned for SharePoint and Nintex
NOTE: This can be added as separate list WF that starts on item creation or as part of another list WF that starts on item creation.
Continue reading “SharePoint Online + Nintex Workflow: Add a List Column Link to Edit Document Set Form”
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).
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!
Continue reading “My 5 Favorite Features of the Nintex Responsive Forms Designer”
This past weekend, I had the pleasure of presenting at the 9th annual SharePoint Saturday event in Atlanta. For those who aren’t familiar, SharePoint Saturday is a community‐focused 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.
This is the third time I have presented and my topic this year focused on Tips and Tricks from the Nintex Trenches. The session primarily focused on Nintex Workflow and Forms for SharePoint on premises, but I also touched on a few of the key differences with regards to the Office 365 version of Nintex Workflow. I also shared some of the great online resources that are available, including the very active and engaging community site, Nintex Connect. Continue reading “SPSATL 2017 – Tips and Tricks from the Nintex Trenches”
For those of you who have been working with Nintex for while, you are probably pretty familiar with the idea of capturing data from your users via Nintex Forms and then automating business processes with Nintex Workflow.
But what you may not be aware of is that, depending on your Nintex license, you may also have access to the great mobile features. I presented a webinar a couple weeks,ago focusing on these two great features and detailing the differences.
If you missed it, you can catch the full presentation below or if you prefer, keep reading for an overview of the new products and features.
Continue reading “Mobilize your workforce with Nintex Mobile and Nintex App Studio”
“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”
Nicole Vesser 