Nintex Automation Cloud

Nintex Automation Cloud is a cloud-based platform where you can design workflows to automate simple to complex processes using drag-and-drop interactions without writing any code. You can build digital forms, integrate web services, and connect to third-party applications to create a seamless experience for your end users throughout the workflow. The Nintex Automation Cloud connector A software component that allows seamless integration with third-party services, business applications, and content stores. Examples include Salesforce, Box, and Microsoft SharePoint. Connectors are used to create connections required for workflow actions and start events. is used to create connections for Nintex Automation Cloud actions. Use Nintex Automation Cloud actions A tool for building the processes, logic, and direction within workflows. Actions are the steps the workflow performs to complete a process. to list workflows and tasks, and retrieve and complete tasks as well as terminate workflows. These actions are available for workflows and tasks on the tenant whose client ID and client secret details are provided in the Nintex Automation Cloud connection.

Jump to:

Create a Nintex Automation Cloud connection

  1. Create a connection from the connections page or from the action configuration panel when configuring the action. For information about creating connections and assigning permissions, see Manage connections.

  2. In the Add connection panel, complete the field as follows:

    In this field

    Select or enter the following
    Connection name A name for your new connection
    Client ID The client ID from the app created in the Apps and tokens page in Settings. For instructions, see Nintex Automation Cloud account requirements.
    Client secret The client secret from the app created in the Apps and tokens page in Settings. For instructions, see Nintex Automation Cloud account requirements.
  3. Click Connect.

Nintex Automation Cloud account requirements

The Client ID and Client secret required when adding a connection must be generated from the Apps and tokens page in Settings. View an existing app to get the Client ID and Client secret, or create an app to generate the client ID and client secret.

Get the Client ID and Client secret

  1. On the top navigation bar, click Settings.

    The License and subscription page is displayed.

  2. On the left menu, click Apps and tokens.

  3. In the Apps section:

    • Get the Client ID and Secret from an existing app :

      1. Click next to the app you want to get the ID and Secret from.

      2. Select View from the menu.

      3. Click next to the Client ID and Client Secret to copy them.

    • Create a new app

      Click Add app to create a new app and generate the Client ID and Client secret.

      For information on these settings, see the Authentication topic under the Getting Started guide.

Create a Nintex Automation Cloud data lookup

Use the Nintex Automation Cloud data lookup to create a drop-down list of Nintex Automation Cloud workflows, published workflows, workflow instances, external source variables, and tasks in a form. Each data lookup is configured for a specific account. You can create as many data lookups as you need. For more information on creating a data lookup and assigning permissions to it, see Data lookups.

For example, to allow users to select a specific task in a form, add a drop-down list of tasks to the form using a Data lookup control A form control that allow users to select from a drop-down list that has values sourced from a third-party service.. The Data lookup control uses a Nintex Automation Cloud - Get tasks data lookup to list the tasks associated with a workflow instance.

You can create a data lookup to:

  • Get a workflow's instances: List all the instances of a specific workflow from the Nintex Automation Cloud tenant.
  • Get published workflows: List all the published workflows from the Nintex Automation Cloud tenant.
  • Get tasks: list all the tasks from the Nintex Automation Cloud tenant.
  • Get workflow instances: List all the workflow instances from the Nintex Automation Cloud tenant. An instance is an occurrence of an active, published workflow. You can filter the retrieved instances by date and status.
  • Get workflows: List all the workflows from the Nintex Automation Cloud tenant.

Nintex Automation Cloud data lookup fields

When you create a Nintex Automation Cloud data lookup, you can configure some additional fields to specify which page of results the data lookup should retrieve. To access the data lookup fields, in the Add data lookup section, select the Connector and the Operation.

Operation

Field or selection

Description
Nintex Automation Cloud - Get a workflow's instance Connection

The connection to use to for the data lookup.

  Workflow The workflow that you want to retrieve details for.
Nintex Automation Cloud - Get published workflows Connection

The connection to use to for the data lookup.

  Item Limit

The maximum number of results to retrieve. You can choose to retrieve 10, 20, 50, or 100 results.
  Sort by Sort the retrieved list of published workflows by either the date they were created or the date they were last modified.
  Sort order Sort the list either in ascending or descending order.
Nintex Automation Cloud - Get tasks Connection

The connection to use to for the data lookup.

  Workflow instance ID

The Nintex Automation Cloud workflow instance that you want to retrieve tasks for.
  Status

Return a list of tasks with this status:

  • All

  • Active

  • Complete

  • Expired

  • Overridden

  • Terminated
  Start date The start of the date period to retrieve tasks for.
  End date The end of the date period to retrieve tasks for.
Nintex Automation Cloud - Get workflow instances Connection

The connection to use to for the data lookup.

  Status The status of the instance, such as Running, Complete, Failed, Terminated, or All.
  Date query

Retrieves only those workflow instances that match the query.

  • Filter by: Retrieve the list filtered by Start date or End date.
  • From: The start of the date range.
  • To: The end of the date range.
Nintex Automation Cloud - Get workflows Connection

The connection to use to for the data lookup.

  Item Limit

The maximum number of results to retrieve. You can choose to retrieve 10, 20, 50, or 100 results.
  Sort by Sort the retrieved list of published workflows by either the date they were created or the date they were last modified.
  Sort order Sort the list either in ascending or descending order.