What’s New with Nintex?

Last week I presented a webinar showcasing all of the new and exciting things that Nintex has been up to lately.

* SPOILER ALERT * — it’s a lot!!

Lucky for you, we recorded the webinar, so if you missed it, you can catch the full presentation below.

Or if you just want the highlights, keep reading for a quick overview of the new products and features. Continue reading “What’s New with Nintex?”

Using SharePoint and Nintex to Create a Purpose-Built CRM Solution

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”

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”