Edit an Xtension

  A developer or administrator role is required. For information, see User roles.

Edit an Xtension A set of instructions for Nintex Automation Cloud to use third-party API functionality with Nintex workflows. An Xtension may include workflow actions, start events, forms or file control. to update the API definition or security details, or to change the icon, name, or description.

Custom actions A task that can be performed or triggered within a workflow, such as moving a file, sending an email, or using third-party API functionality. configured in workflows are not updated when you change the OpenAPI definition or security details. To update the actions, you must remove them from the workflow and reconfigure them. See Refresh an action in a workflow.

Note:  You cannot edit the authentication type of a Xtension. If the authentication type has changed, you must delete and re-import the Xtension. See Delete an Xtension.

Edit the API definition

  1. Open your Nintex Automation Cloud tenancy.
  2. Click Xtensions in the dashboard to open the Xtensions page.
  3. Click meatballs in the row of the Xtension you want to edit.
  1. Click Edit definition.
  2. Either:
    • Upload the updated JSON file.
    • Copy the URL into the OpenAPI Specification URL field.

Note:  Nintex Automation Cloud validates and imports the API definition from the URL when the Xtension is created. Even if the URL has not changed, you must re-import the URL to update the API definition.

Edit the security details

Edit the security details, like the Client ID and Client Secret.

Note: You cannot edit the authentication type of a Xtension. If the authentication type has changed, you must delete and re-import the Xtension. See Delete an Xtension.

  1. Open your Nintex Automation Cloud tenancy.
  2. Click Xtensions in the dashboard to open the Xtensions page.
  3. Click meatballs in the row of the Xtension you want to edit.
  1. Click Edit security.
  2. Edit the security details.

Edit the icon, name or description

  1. Open your Nintex Automation Cloud tenancy.
  2. Click Xtensions in the dashboard to open the Xtensions page.
  3. Click meatballs in the row of the Xtension you want to edit.
  1. Click Edit details.
  2. Edit the action group name, description or choose a new icon to display.

Note: Xtension names must not include any of the following characters: < > " ' ` \ / { } [ ] % $ # * ^ ! @ ~ ? = , ;

Refresh an action in a workflow

Custom actions configured in a workflow are not updated when you change the OpenAPI definition or security details. To update the actions, you must remove them from the workflow and reconfigure them.

  1. Open your Nintex Automation Cloud tenancy.
  2. Click Workflows in the dashboard to open the Workflows list.
  3. Click the name of the workflow you want to edit.
  4. Click meatballs on the action you want to refresh in the workflow.
  5. Click Delete.
  6. Drag a new copy of the action from the toolbox.
  7. Configure the action.
  8. Publish your workflow.