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”
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”
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.
I am excited to share the news that I am officially a Nintex Virtual Technical Evangelist (vTE)! I was nominated by Nintex to participate in the pilot program over the past year and have recently been named as an official member of the elite program. Continue reading “Proud to be a Nintex vTE!”
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?”
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”
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”