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Deleting bulk documents in Process ManagerKnowledge Base

TopicTo bulk delete the documents from your Process Manager siteInstructions To use the bulk delete functionality, you must first use a script in Microsoft Excel to export a list of documents in your Process Manager tenant. You then use a tool like Postman to delete selected documents using the bulk delete API endpoint.Full instructions can be found in the help documentation - https://help.nintex.com/en-US/promapp/Documents/BulkDeleteDocuments.htm Additional Information- Ability to bulk delete documents in Process Manager in limited to Promasters only.- You can use the bulk delete option only for documents that are not archived and those that are not attached to processes.

2 hours ago

nintex_anishNintex Employee

Process Manager

How are notification tabs dropped and merged on the homepage in Process Manager?Knowledge Base

TopicEvery user in the site has different roles and responsibilities. Depending on these, the notification tabs on the homepage of every user differs. There are specific rules on how the tabs are dropped and merged. Instructions There can be a maximum of 8 notification tabs on any user's homepage.Below are some of the rules on how the tabs are dropped and merged depending on the notifications.1st rule: If there are more than 8 Items on the Dashboard, Process Reviews and Document Reviews will combine first. After combining both the Items, it will say "Reviews" on the Dashboard.2nd rule: If there are still more than 8 Items on the Dashboard, then the system will follow the 2nd rule, thus combining the Process Approval and Document Approval. After combining both the Items, it will say "Approvals" on the Dashboard.3rd rule: If there are still more than 8 Items on the Dashboard, Todo Items will be dropped off. Thus you will not see any "Todo items" options on the Dashboard.4th rule: If the

2 hours ago

AshMaRookie

Nintex for SharePoint

boringnerdNintex Employee

Nintex Automation

Unable to create package with workflow that has a 'Call Sub Workflow' stepKnowledge Base

TopicWhen trying to create a package with a workflow that has a 'Call Sub Workflow' step, the Package and Deployment tool showed the following error for that workflow:Ensure that your workflow is deployed before packaging. The Workflow Setting could not be found.Clicking on the error message reveals the error was found in the sub workflow. Both the main workflow and sub workflow can be deployed with Designer, and there are no errors when running the workflows. Instructions This can happen if the name of the sub workflow has a trailing white space. You can use the following queries on your K2 database to check if the sub workflow has any trailing whitespace. -- Checks the deployed copy of the workflowSELECT '[' + [Name] + ']', '[' + [FullName] + ']'FROM [Server].[ProcSet]WHERE [Name] LIKE '%Sub Workflow%'-- Checks the copy of the workflow on DesignerSELECT '[' + [Name] + ']'FROM [Designer].[Process]WHERE [Name] LIKE '%Sub Workflow%'The above queries will surround the name of the workfl

9 hours ago

AnnaSTDCRookie

Process Manager

View of Overdue Risk Reviews

Hi allI am not sure if I am missing something, but as Promaster I can view all overdue risk treatment signoffs under my risk dashboard but cannot see the overdue risk reviews. I would like to know if there is a way for these to also pull through to my risk dashboard and whether i can have the ability to sign off risk reviews on other’s behalf. I meet with the senior leadership team quarterly to review risks and it would be much easier if i could sign these off after this meeting on their behalf.

11 hours ago

CherylHRookie

RPA

RPA - Delete from Excel

I need to delete the contents on a defined Excel worksheet. I am using the ‘delete from excel’ command but it has quit working. I have tried several options but nothing seems to be working. The data is in column A beginning at the first row.I tried using the ‘range’ [A1:ZZ100]; the ‘from’ column A row 1 to column A row [blank]; then changed up the ‘from’ to column 1 row 1 to column 1 row [blank]; and finally the ‘entire worksheet’. Nothing is working. I can delete the sheet values manually but the following day it will pick up where it left off.I am sure to be missing something simple….

16 hours ago

millerloRookie

Nintex Automation Cloud

Sharepoint item submission get only updated columns after start event

Nintex Workflow Cloud, when an item has been submitted, there is the 'Start Event' variable. Is there a way to get only the items that have been added or modified after the 'Start Event'? Would like to add only those items to a log file at the end of the workflow prior to completion so we can view only what was changed. I have tried using the "Query a list", but only getting 'True' or 'False' and would like to get the actual column name with the changed or added item, if that is possible.Sorry if this sounds confusing.

1 day ago

Brent_DocNintex Employee

DocGen for Salesforce

Insufficient Privileges when trying to Authorize Nintex or Run a DocGen PackageKnowledge Base

TopicInsufficient Privileges when trying to Authorize Nintex or Run a DocGen PackageInstructions This error occurs when not logged into Salesforce with credentials, but are using the Salesforce "Login" feature for a User and trying to authorize on their behalf. Salesforce does not allow this. To Authorize the Nintex Admin Tab:1. Log in as the user with Salesforce credentials and then Authorize.To Authorize and Run a DocGen Package:1. Log in as the user with Salesforce credentials and then Authorize & Run2. Change the Connected Apps Setting for Nintex DocGen for Salesforce to Admin-approved users are pre-authorized. https://help.nintex.com/en-US/docgensf/Troubleshooting/UseOAuth.htm - This will remove the prompt for Self-authorization and allow Salesforce Admins to test DocGen Packages using the Salesforce Login feature from the User page. DocGen Package:Additional InformationUse Connected Apps with OAuth: https://help.nintex.com/en-US/docgensf/Troubleshooting/UseOAuth.htmUser

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2 days ago

AshMaRookie

Nintex for SharePoint

Help me Validate this scenario in nintex forms

3 hours ago

Sneh bhartiRookie

Nintex Automation

Want to create a login page from designer having K2 version 5.7 please help me

like this please help me in full detail please help me guys

5 hours ago

BJHutchisonRookie

Nintex Automation Cloud

[WorkflowExecution.Parsing.Internal] Failed to parse workflow.

8 hours ago

AnnaSTDCRookie

Process Manager

RPA - Delete from Excel

16 hours ago

millerloRookie

Nintex Automation Cloud

Sharepoint item submission get only updated columns after start event

1 day ago

RobertjonesRookie

Nintex for Office 365

Image column not showing in Nintex Forms designer - Sharepoint online

I have a list that contains an image column, the column is set to show as thumbnail. When I create a new form, the image column does not show up in the forms designer? I would like to be able to upload an image to that column. The image upload to the column works fine from the SharePoint “new item” option from the list itself.

2 days ago

scottbeaudryRookie

Nintex for SharePoint

SharePoint workflow running on schedule, but not working

I have a workflow that’s scheduled to run every day at 12PM. If I’m in the workflow designer and click ‘View History’ I can see that it runs every day at 12PM, but the task isn’t doing what it’s supposed to. If it’s started manually it does. Any idea what might be occurring here? How can I debug this?

2 days ago

Computergirl208Rookie

Process Discovery

Form multiple choice field: disable certain options based on the selection of others

Our form features a multiple choice field(radio buttons). Is it possible to implement programming that dynamically disables certain options based on the selection of others? For instance, if a user selects 'eggs,' is there a way to automatically gray out the option for 'juice' to prevent its selection?

3 days ago

abeatonNovice

Nintex for SharePoint

How do I get a list of all Nintex forms, their site location and their Development/Published status?

What’s the best way to get a list of all Nintex forms, their site location and their Development/Published status in our SharePoint 2016 on-premises environment?

3 days ago

Product Forums

Nintex Automation Cumulative Updates and Fix Packs

365 topics
6 Replies

News and Guidelines

Modernization

Upgrade Nintex for SharePoint to Nintex Automation Cloud

2 topics
5 Replies

Upgrade Nintex for Office 365 to Nintex Automation Cloud

12 topics
32 Replies

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Latest posts

Deleting bulk documents in Process ManagerKnowledge Base

How are notification tabs dropped and merged on the homepage in Process Manager?Knowledge Base

Unable to create package with workflow that has a 'Call Sub Workflow' stepKnowledge Base

Insufficient Privileges when trying to Authorize Nintex or Run a DocGen PackageKnowledge Base

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