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Workflow Designer

Showing 57

Adding users to roles via AAD group

Currently, we have to add individual users to a role for them to allow access to Nintex platform.In order to automate this process of access granting, why cannot we just add an AAD group to a role once and then keep on adding people to that AAD gr...

Option to continue the process in case a specific action fails

There are cases where even if an action fails, the process should continue. We want to be able to manage the failure within the process and handle it proactively instead of reactively (only after it has failed). There are different examples and sc...

Workflow Testing Query String Parameters

In the form designer you can set a Form Variable with the value of getQueryStringParameter("<some url parameter>") and in the Preview tab you can "Set preview variables" and enter in values for "Query string parameter". When you go out of th...
Michael 21 days ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 0 Open for voting

Display a Warning for the Limit of Parallel Branches in the Workflow Designer

There is a 20 branch limit for each 'Run parallel paths' action, and a 100 branch limit total for an entire workflow. This limitation is documented here: https://help.nintex.com/en-US/nwc/Content/Designer/Actions/RunParallelPaths.htm However, ther...
Nick Shaffer 22 days ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 0 Open for voting

Add option to identify connections / data sources that are causing a problem

In some scenarios, especially after doing an "export" of a workflow from one environment and "import" into another environment, it will not allow you to Publish the workflow until you go in and fix all the broken actions and forms that cannot find...
Paul Lamping 3 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 0 Open for voting

DocuSign Template Signature Fields

When I send a document for signing via DocuSign and use a template which has a signature field in a set location for signing, the signing fields does not show when sent to the receipient.
Nicholas Kotze 4 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 1 Open for voting

DocuSign Template Custom Field Support

I want to be be able to use the DocuSign Get Signature event to use a Template in DocuSign to gather the receipients signature in a set location. The template has required fields that I want the workflow to respect and be able to populate. At the ...
Nicholas Kotze 4 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 1 Open for voting

Use "Start with PDF" AI/OCR capabilities at runtime to extract data from PDF documents

The idea here is to extend the engine behind the "Start with PDF" feature to manage business cases at runtime. For example, we could have a workflow action named "Extract data from PDF", that would open a "mapper" like the one we have in the "Star...
Nicolas Martin 5 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 0 Open for voting

"Copy form data" should allow us to provide a link that allows other users to access and submit a new copy

I have a scenario where a user submits a form. The second level approver is a subject matter expert on the requests the form is used for, and often needs to make minor changes to the submission. However, the first level approver would need to weig...
Drew Johnston 5 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 1 Open for voting

Add a warning to Update items if no condition is specified

Many of us have learned the hard way that a condition is normally required when using the Update Items action since failure to do so results in the all items being updated. It would be so helpful and appreciated if there is a message warning that ...
Unknown Unknown 5 months ago in Nintex Automation Cloud (formerly Nintex Workflow Cloud) / Workflow Designer 0 Open for voting