I recently presented a webinar titled "Automating Business Processes with SharePoint & Nintex Workflow". Here a quick summary of the webinar presentation: "Organizations of all sizes are constantly searching for ways to improve efficiencies, increase productivity and add value to their SharePoint implementations. Automating business processes with SharePoint workflows addresses these goals perfectly. Building these... Continue Reading →
Nintex Workflow Call Web Service Issue “Cannot Resolve Server Name”
I recently ran into the following message when trying to configure the Call Web Service action in Nintex Workflow 2013: "Cannot resolve server name" (see image below). No matter what I tried, I received that error message every time we hit the Refresh button beside the Web method setting. This issue was due to the... Continue Reading →
Remove Spaces from Text Strings with Nintex Workflow
You can easily remove all spaces in text strings in Nintex Workflows. Follow these steps: Insert a Regular Expression action into the workflow. Configure it with the following settings: Pattern = \s Replacement text = Keep this empty Input text = Insert your text string Store result in = Text workflow variable You can then... Continue Reading →
Speaking at SharePoint Saturday Atlanta 2014
I am honored once again to have been chosen to speak at SharePoint Saturday Atlanta 2014 on June 21, 2014. This year I will be speaking on "Advanced Workflow Design Techniques with Nintex Workflow". Find out more and register for this free SharePoint conference at the SharePoint Saturday Atlanta site. Be sure to attend my... Continue Reading →
Prime Conditions: Start a Workflow Conditionally
Workflows can be started a number of different ways: manually, upon item creation or upon item change. One little known setting for starting a workflow is the Conditional start option. This option requires a condition to be met before the workflow runs. If the condition is not met, then the workflow never actually runs. Follow... Continue Reading →
Enable a Nintex Workflow to Start from the Item Menu
Nintex Workflow includes an option in the Workflow Settings to add an option on a list or library item menu to manually start a workflow. Add an option on the item menu to start a workflow: Open the workflow in the Workflow Designer. Click on the Workflow Settings dropdown in the Settings section of the... Continue Reading →
Error Occurred. Unable to Preview Workflow
Received the following error on the Workflow Progress screen when reviewing the history of a Nintex Workflow: Error occurred. Unable to preview workflow. I resolved this issue by deleting workflow actions that were disabled in the workflow. The specific actions I deleted were the "Copy to SharePoint" and "Create new item" actions. Once I deleted... Continue Reading →
Terminate a Site Workflow Instance
Ran into an issue where a Nintex site workflow was running and appeared to get stuck. The workflow status via the "View Workflow History" link was displaying as Completed, but the workflow still seemed to be running. So, I needed to cancel the site workflow. To terminate a site workflow: Verify that you have the... Continue Reading →
Troubleshoot “The name is in use elsewhere” When Importing a Nintex Workflow
If you're importing a Nintex workflow and you're greeted by a message saying that you can't use the name you're trying to publish it as, you probably fall into one of the following cases: A workflow already exists somewhere on the site with the specific name. You should either remove or rename the existing one,... Continue Reading →
Build a Better Nintex Workflow “Assign To-Do Task” Form
The “User Interaction” category of workflow actions in Nintex Workflow provides extremely useful functionality for human interaction with workflows. These actions handle assigning tasks, prompting for information, and sending alerts to users. The “Assign To-Do task” workflow action assigns a workflow task and sends a notification to one or more users to complete. The task... Continue Reading →
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