ProcessFest 2019 – Implementing Scalable Solutions with Nintex Workflow and Forms

In case you weren’t able to join us at the Nintex ProcessFest Training Conference a few weeks ago, you can check out the recording from my breakout session on the Abel Solutions website.

My breakout session, titled “Implementing Scalable Solutions with Nintex Workflow and Forms”, walks you through a client case study with a large utility industry customer. Continue reading “ProcessFest 2019 – Implementing Scalable Solutions with Nintex Workflow and Forms”

Capture Workflow Approval History on SharePoint Items

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”

Allow Attachments on NWC Web Form

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”

Replace a Stubborn InfoPath Form with a Nintex 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”

My 5 Favorite Features of the Nintex Responsive Forms Designer

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”

Update the Styling of Disabled Input Fields on Nintex Forms

I was working on a Nintex Form for a client recently where there were several disabled fields. Actually, based on the type of request they were submitting, anywhere from 2 to 20ish fields could be disabled. The problem was that the default styling of disabled fields is not much different than enabled fields and our client wanted to make it more obvious which fields the user should be focusing on for certain scenarios. Allow me to explain… Continue reading “Update the Styling of Disabled Input Fields on Nintex Forms”

Add List Item Attachments to Task Form using Nintex Workflow and Forms

I had a requirement from a client recently to show all list item attachments on the various task forms in an approval process – which, if you think about it, makes total sense. With any project, we always have a common goal of making the user experience as seamless as possible for our users and approvers. So, why wouldn’t we provide all pertinent information needed (including related documents) to complete the requested review and approval, right there on the task form?

Continue reading “Add List Item Attachments to Task Form using Nintex Workflow and Forms”