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”
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?
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”
Last month, I had to pleasure of presenting at the 8th 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.
This is the second time I was able to present and my topic this time was more of a case study, focused on how we helped our client, Applied Technical Services, Inc. (ATS), leverage SharePoint and Nintex to automate their most business-critical processes. Continue reading “Using SharePoint and Nintex to Create a Purpose-Built CRM Solution”
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”
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”