Tag Archives: Nintex Forms 2013

Validate a Single Email Address Field in a Nintex Form

I recently built a Nintex Form that included a field where the user was asked to fill in their email address. The form needed to verify that the user was entering a valid email address.

This can be accomplished using a Regular Expression in the settings of the form control.  Below are the steps and Regular Expressions I used for validation the email address entered.

  1. Add a Single Line Textbox control to the form.
  2. Open the Control Settings and expand the Validation section.
  3. Change the “Use a regular expression” choice to Yes.
  4. Enter the one of the regular expressions below in the “Regular expression” field.
  5. Enter your custom validation message in the “Regular expression error message” field (for example, “Please enter a valid email address”).
  6. Save and publish the form.

Below is the main regular expression I have used to validate an email address on a form.

(?:[A-Za-z0-9!#$%&’*+/=?^_`{|}~-]+(?:\.[A-Za-z0-9!#$%&’*+/=?^_`{|}~-]+)*|”(?:[\x01-\x08\x0b\x0c\x0e-\x1f\x21\x23-\x5b\x5d-\x7f]|\\[\x01-\x09\x0b\x0c\x0e-\x7f])*”)@(?:(?:[A-Za-z0-9](?:[A-Za-z0-9-]*[A-Za-z0-9])?\.)+[A-Za-z0-9](?:[A-Za-z0-9-]*[A-Za-z0-9])?|\[(?:(?:25[0-5]|2[0-4][0-9]|[01]?[0-9][0-9]?)\.){3}(?:25[0-5]|2[0-4][0-9]|[01]?[0-9][0-9]?|[A-Za-z0-9-]*[A-Za-z0-9]:(?:[\x01-\x08\x0b\x0c\x0e-\x1f\x21-\x5a\x53-\x7f]|\\[\x01-\x09\x0b\x0c\x0e-\x7f])+)\])

I have also used the regular expression below to validate an email address.  It’s much simpler but does not check as extensively for certain patterns.  It does check for a 2-4 domain extension after the period.

^([\w+-.%]+@[\w-.]+\.[A-Za-z]{2,4};?)+$

Nintex Forms - Single Email Validation


Kudos to Eric Harris for first sharing this in his post on the Nintex Xchange site: Simple email validation for forms

Speaking at SharePoint Saturday Charlotte 2017

I am speaking at SharePoint Saturday Charlotte 2017 on August 26, 2017. This year I will be speaking on “Empower Your Mobile Workforce with Nintex Mobile and Nintex App Studio”. Find out more and register for this free SharePoint conference at the SharePoint Saturday Charlotte site.

Be sure to attend my session and say hello at the conference!

Empower Your Mobile Workforce with Nintex Mobile and Nintex App Studio

Employees today are increasingly on the move and expect to have access to the tools they need to get their work done. Nowhere is this more crucial than on the devices they carry and the mobile apps they use. Nintex provides the tools necessary to enable your mobile workforce to be more efficient and productive. This session will cover features of Nintex Mobile and Nintex App Studio that you can utilize to build dynamic mobile forms and apps with little or no code. You will learn how to leverage Nintex Mobile and Nintex App Studio to create powerful, easy-to-customize mobile forms and apps to empower your organization.

Speaking at SharePoint Saturday Atlanta 2017

I am speaking at SharePoint Saturday Atlanta 2017 on June 17, 2017. This year I will be speaking on “Empower Your Mobile Workforce with Nintex Mobile and Nintex App Studio”. Find out more and register for this free SharePoint conference at the SharePoint Saturday Atlanta site.

Be sure to attend my session and say hello at the conference!

Empower Your Mobile Workforce with Nintex Mobile and Nintex App Studio

Employees today are increasingly on the move and expect to have access to the tools they need to get their work done. Nowhere is this more crucial than on the devices they carry and the mobile apps they use. Nintex provides the tools necessary to enable your mobile workforce to be more efficient and productive. This session will cover features of Nintex Mobile and Nintex App Studio that you can utilize to build dynamic mobile forms and apps with little or no code. You will learn how to leverage Nintex Mobile and Nintex App Studio to create powerful, easy-to-customize mobile forms and apps to empower your organization.

Using the Lookup Function in Nintex Forms

Nintex Forms offers many great features for designing and customizing your SharePoint forms. There are times when you need to pull in data to your forms from other sources, including other SharePoint lists.  One way to accomplish this is to use the Lookup function, which allows you to retrieve data from a column within a SharePoint list and display that data on a form or use it in a formula. The Lookup function can be utilized within a Calculated Value control, Form Variable, or Rule.

Here’s the syntax for configuring the Lookup function:

lookup(List Title, Column to filter on, Value to filter on, Output column)

  • List Title – The title of the list that contains the data you are retrieving.  The list can be in the current site or another site.  To configure with a list on another site, start by prepending the List Title with the server relative URL path of the site and then delimit the list title with a pipe (|) symbol.  For example, “/sites/siteCollection/siteName|ListTitle”.
  • Column to filter on – The name of the column in the list that you want to filter on.  This column is used to filter which list items are returned as matches occur against the third parameter.
  • Value to filter on – The specified value that is compared against each item in the list.  Be sure to use a Named Control instead of an item in the Item Properties tab for this value.
  • Output column – The column name in the list from which the data is retrieved.

Lookup Function Configuration Example

For our example, we created an Order form using Nintex Forms that is used to create a customer order.  When a user enters a value into the Product Number field, the Orders form pulls back data from the Product Information list using the Lookup function.  The following two lists were created and configured for this example:

  • Orders – This list houses the order form and stores the order information upon submission.  List columns include Order Number, Product ID, Product Name, Production Description, and Product Cost.
  • Product Information – This list is used to provide information about the products offered.  List columns include Product ID, Product Name, Product Description, and Product Cost.

Now that we have the required lists and columns in place, here are the steps used to configure the Product Information lookups in the Orders form.

  1. Open the Orders form in the Nintex Forms designer.
  2. Add a Calculated Value column to the form to display the Product Name and configure the Control Settings with the following values:
    • Formula = lookup(“Product Information”, “Product ID”, ProductID, “Product Name”) where ProductID is the Name of the form control.
    • Name = ProductName
    • Connected to = Product Name
    • Save as data type = String
    • Recalculate formula on view mode = Yesnintexforms_lookup1
  3. Add a Calculated Value column to the form to display the Product Description and configure the Control Settings with the following values:
    • Formula = lookup(“Product Information”, “Product ID”, ProductID, “Product Description”) where ProductID is the Name of the form control.
    • Name = ProductDescription
    • Connected to = Product Description
    • Save as data type = String
    • Recalculate formula on view mode = Yesnintexforms_lookup2
  4. Add a Calculated Value column to the form to display the Product Cost and configure the Control Settings with the following values:
    • Formula = lookup(“Product Information”, “Product ID”, ProductID, “Product Cost”) where ProductID is the Name of the form control.
    • Name = ProductCost
    • Connected to = Product Cost
    • Save as data type = Currency
    • Use thousand separator = Yes
    • Value prefix = $
    • Recalculate formula on view mode = Yesnintexforms_lookup3
  5. Publish the form and open it in the Orders list.
  6. Enter a valid value into the Product ID field on the form and go to another field.  The form will automatically pull and display the data from the Product Information list into the Product Name, Product Description, and Product Cost fields.

nintexforms_lookup4

Completed Nintex Workflow Pro Certificate and Nintex Workflow Admin Certificate

I recently completed both the Nintex Workflow Pro Certificate and the Nintex Workflow Admin Certificate.

The Workflow Pro Certificate is for skilled Nintex platform users and covers designing, creating, and debugging Nintex workflows and forms.

The Nintex Workflow Admin Certificate is for skilled Nintex platform administrators and covers various abilities and knowledge including the installation and maintenance of the Nintex Platform.

Auto Populate a List Lookup Control in Nintex Forms

A recent client project involved building a Nintex Form with the requirement of auto populating a List Lookup control. After some investigation, it didn’t look like this was possible using the out of the box settings. The solution for this need required using a List Lookup control and custom JavaScript to automatically set the value of the control.

In this example scenario, a user fills out a list form to enter their name and pick their favorite SEC football team via a drop down list. The drop down list control pulls from a Teams list and is auto populated with a default team value (i.e. “Alabama Crimson Tide” in this case).

So here’s an example of how to accomplish this solution. This solution works with both Nintex Forms 2010 and 2013.

  1. Create a list called Teams and add the team names. Add the ID field to the default view (this will be referenced later). Also note the Title field display name was changed to “Team Name”.
  2. Create a new custom list called “Favorite Teams” and add a new “Single line of text” column called “Favorite Team”. Also note the Title field display name was changed to “Your Name”.
  3. Create a Nintex Form in the Favorite Teams list (List Tools > List > Nintex Forms > Customize the Item Form).
  4. Delete the default Single Line Textbox control for the Favorite Team field.
  5. Add a List Lookup control to your form in place of the Favorite Team control you just deleted.
  6. Open the Control Settings for the new List Lookup field and configure it with the following settings.
    1. Name = FavoriteTeam
    2. Text connected to = Favorite Team
    3. Source SharePoint site = (Insert the address of your site).
    4. Click the Refresh button to the right of the Source List option.
    5. Source List = Teams
    6. List column name = Team Name
  7. Click the Save button the save your changes to the Control Settings.
  8. You can now use the form Preview to make sure the Teams are populated in the List Lookup control properly.
  9. Next open up the form Settings configuration.
  10. Expand the Custom JavaScript section and add the following code. This code allows you to set the default value (the item with ID = 1 from the Teams list in this case) for the Favorite Team list lookup field on the form and click the Save button. Note the value be changed as needed.
    NWF$(document).ready(function() {
    var defaultTeam = NWF$("#" + ddlFavTeam).val();
    if (defaultTeam == '') {
    NWF$("#" + ddlFavTeam).val('1');
    }
    });

    Note: You may have to delete and re-enter the quotation marks and/or the single quotes if you copy the above code directly off the page. Sometimes the formatting does not copy over correctly.

    NintexForm_AutoPopulate4

  11. Go back to the FavoriteTeam List Lookup control and open the Control Settings.
  12. Expand the Advanced section at the bottom of the Control Settings and enter the following values.
    1. Store Client ID in JavaScript variable = Yes
    2. Client ID JavaScript variable name = ddlFavTeam (this the variable name used in Step 10 above).
    3. Click the Save button.

  13. You can now use the form Preview to make sure the Favorite Team field is now auto populated properly.
  14. Publish the form to add items. You should be good to go!

Speaking at SharePoint Saturday Atlanta 2013

I was chosen to speak at SharePoint Saturday 2013 on June 8, 2013. My session is on “Real-Life Workflow Automation with Nintex Workflow and Forms” (details below). Find out more information about my session and others at SharePoint Saturday Atlanta 2013.

Real-Life Workflow Automation with Nintex Workflow and Forms

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 processes is not always a simple task, but it can be easier! This session will provide an overview of building workflow solutions with Nintex Workflow and Nintex Forms, explore several features of the products and walk through real business workflow solutions. You will leave this session with a clear understanding of how your organization can implement workflow-enabled business solutions.

InfoPath 2013 & the Future of InfoPath

***UPDATE*** Microsoft announced that InfoPath 2013 is the last release of the desktop client, and InfoPath Forms Services in SharePoint Server 2013 is the last release of InfoPath Forms Services.  See the Update on InfoPath and SharePoint Forms.  Definitely take a look at Nintex Forms as a potential replacement.

I ran across this interesting post from Andrew Connell entitled My Thoughts: InfoPath 2013 & the Future of InfoPath. Great insight and thoughts about the future of InfoPath and where Nintex Forms fits in.

I get asked by clients frequently if Nintex Forms is a replacement for InfoPath. In my opinion, Nintex Forms is not trying to replace InfoPath. There is functionality that both offer (validation, BCS integration, repeating groups, edit/view in browser), but there are things that Nintex Forms does that InfoPath does not (mobility options, anonymous user consumption, workflow integration, browser-based designer) and vice versa (direct database access, call web services, nested repeating groups). If you have Nintex Workflow, then Nintex Forms is an amazing complimentary product that helps you extend your workflows.

Extending your Enterprise Workflows and Forms with Services Offered in the Cloud

Today’s modern company is comprised of multiple offices, telecommuters, business travelers and clients on various continents in different time zones. In this global economy, business applications are required to meet the needs of each employee and customer whether they are in Atlanta or Hong Kong. No one wants to be sitting in an important meeting not being able to access and interact with the data and processes they need. This post examines the benefits of utilizing the powerful cloud features of Nintex Live with Nintex Workflow and Nintex Forms.

Everywhere you turn, there is talk of business environments and applications moving to the cloud. Nintex began supporting cloud computing two years ago with the release of Nintex Live. Nintex Live allows organizations to connect on-premise SharePoint with Office 365 and other cloud services. Businesses can build hybrid cloud and on-premise solutions in one integrated system.

nintex-live

Nintex Live enhances Nintex Workflow by adding more tools to the workflow rotation and connecting workflows across hybrid and distributed SharePoint deployments. Nintex Live extends the reach of Nintex Workflow by connecting SharePoint to Office 365 and an ever growing number of cloud-based services. In addition to the existing 80+ actions in Nintex Workflow, Nintex Live offers an online catalog of enterprise and consumer cloud actions that further extend the capabilities of workflow applications. Businesses can easily add these actions to their Nintex Workflow toolbox and quickly utilize them in their workflow designs.

Popular Nintex Live actions in Nintex Workflow include:

  • Office 365 interactivity with libraries, lists and user management.
  • Bing and Google utilities, such as language translation and URL shortener.
  • Cloud storage actions for Box, Dropbox, Google Drive and SkyDrive.
  • Social networking actions for Facebook, Twitter, WordPress and Yammer.

With Nintex Forms, Nintex Live extends the reach of business forms to customers, suppliers and remote workers outside the firewall. Businesses can easily publish SharePoint forms to the cloud that are optimized for today’s tablets and mobile devices. Nintex Live lets users deploy web and mobile-enabled forms to securely capture important data and drive key business processes.

These are exciting times with the recent release of SharePoint 2013. The roadmap for Nintex applications provides incredible options and flexibility for every organization. These innovations and enhanced features of SharePoint 2013 combined with Nintex Live in Nintex’s products will continue to give businesses innumerable benefits.