Toolbar
Use the toolbar options on the Designer page to manage all aspects of your workflow A method of streamlining manual and paper-based processes often comprised of unstructured tasks involving people, processes, and content.. The toolbar is at the top of the workflow designer page and has options you can use to:
- Import and export workflows to and from lists, libraries, and sites.
- Save and publish your workflow.
- Create and manage variables A placeholder that stores changes each time the workflow runs, such as the information entered in a form, or the name of a file. You can also create variables to store information you use in the workflow, such as an email address. of your workflows.
- Define workflow settings.
- Clear the designer canvas to create a new workflow.
- View subscription information and monitor Nintex services.
- Provide feedback to Nintex.
Button | Label | Description |
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Save | Displays the Save dialog box to save the workflow. For more information about fields and buttons in the Save dialog box, see Save dialog box fields and buttons. |
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Publish | Displays the Publish dialog box to publish the workflow. For more information about fields and buttons in the Publish dialog box, see Publish dialog box fields and buttons. |
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New | Clears the designer canvas and starts a new blank workflow. A warning message appears if the current workflow has not been saved. |
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Open | Displays the Open dialog box to open a previously saved workflow. |
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Close | Closes the NintexWorkflow designer and returns to the previous location. A warning message appears if the current workflow has not been saved. |
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Import | Displays the Choose File to Upload dialog box for selecting a workflow file (*.nwp) for import. |
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Export | Initiates browser process to download the current workflow to a local file (*.nwp). |
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Settings | Displays the Workflow Settings dialog box. For more information, see, Workflow Settings. |
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Variables |
Displays the Variables dialog box. For more information, see, Variables. |
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Information |
Includes the following drop-down options.
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Feedback | Displays a feedback tool allowing you to provide feedback directly to Nintex. |
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Help |
Includes the following drop-down options.
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Upgrade details |
Available only if the upgrade tool is enabled for the tenant. Opens the Upgrade details report to view upgrade details of workflow actions and task form controls that are included in the workflow before you upgrade workflows from Nintex for Office 365 to Nintex Automation Cloud. If the workflow has any task actions with a task form, the details of the task form controls are also displayed. There are some actions, task form controls and features that are available in Nintex for Office 365 that are not available in Nintex Automation Cloud. The pre-upgrade report allows you to identify these in the workflow before you do the upgrade. |
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Upgrade |
Available only if the upgrade tool is enabled for the tenant. Opens the Upgrade workflow dialog box for you to start the upgrade process for the workflow. |
Field and buttons |
Description |
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Name |
Name of the workflow. Default name: New Workflow |
Description |
Description of the workflow. |
Workflow owner |
The workflow owner. This field has to be configured only if you want to send workflow failure alert notifications to the workflow owner. See, Production workflow failure alerts description below. |
Task list |
SharePoint task list for storage of tasks created by the workflow. Note: When a workflow is published, if the associated task list is not available the default task list is used. For information about how to create a new task list in SharePoint, see Create a task list in SharePoint. |
History list |
SharePoint workflow history list. History for each workflow instance is saved to the history list selected. For information about workflow status and history, see View workflow status . |
Start options |
(Available only for list workflows.) Configuration for how a workflow can be started. Select one of the options:
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Production workflow failure alerts |
The user to get an alert if an instance of the workflow fails. The alert is sent as an email notification to the selected user if an instance of the worklfow fails. Note: Alert notifications are sent only for failed production workflows. For more information about the failure notification, see Workflow failure alerts. You can select one or both of the following users to send the notification to:
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Saves the workflow. |
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Discards any changes made in the Save dialog box. |
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Displays a feedback tool allowing you to provide feedback directly to Nintex. |
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Displays the Nintex for Office 365 online help. |
Field and buttons |
Description |
---|---|
Name |
Name of the workflow. Default name: New Workflow |
Description |
Description of the workflow. |
Workflow owner |
The workflow owner. This field has to be configured only if you want to send workflow failure alert notifications to the workflow owner. See, Production workflow failure alertsdescription below. |
Task list |
SharePoint task list for storage of tasks created by the workflow. Note: When a workflow is published, if the associated task list is not available the default task list is used. For information about how to create a new task list in SharePoint, see Create a task list in SharePoint. |
History list |
SharePoint workflow history list. History for each workflow instance is saved to the history list selected. For information about workflow status and history, see View workflow status . |
Start options |
(Available only for list workflows.) Configuration for how a workflow can be started. Select one of the options:
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Component workflow |
(Available only for site workflows.) Enables the workflow to be started from another workflow or HTTPS-capable service or application. |
Assigned use |
The intended use of the workflow.
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Production workflow failure alerts |
The user to get an alert if an instance of the workflow fails. The alert is sent as an email notification to the selected user if an instance of the worklfow fails. Alert notifications are sent only for failed production workflows. For more information about the failure notification, see Workflow failure alerts. You can select one or both of the following users to send the notification to:
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Publishes the workflow. |
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Discards any changes made in the Publish dialog box. |
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Displays a feedback tool allowing you to provide feedback directly to Nintex. |
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Displays the Nintex for Office 365 online help. |