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”
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”
Sometimes the data that you need for your business process lives in a separate site or site collection than the one where you are building your Nintex Workflow. Fear not! You don’t have to get up to your neck in the CAML Editor of the Query List action to extend the functionality. Allow me to show you how! Continue reading “Query Cross Site Collection with Nintex”
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 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”
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 “SPSATL 2016 – Using SharePoint and Nintex to Create a Purpose-Built CRM Solution”
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 “SPSATL 2015 – Best Practices and Considerations For Implementing Workflows in SharePoint”