Nintex Workflow Cloud

The Nintex Workflow Cloud connector Service used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores. is used to create connections for Nintex Workflow Cloud actions. Use Nintex Workflow Cloud actions A tool for building the processes, logic, and direction within workflows. 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 Workflow Cloud connection.

Create a Nintex Workflow Cloud connection

You can create connections from the Automate or Designer page.

Assign permissions

Permissions enable you to manage access for other users to use, edit, and delete connections.

Note: By default, users with administrator role will have the same rights as a Connection owner.

  Use

Edit

Delete

Assign
permissions

Owners

Users

Follow these steps to assign permissions from the Connections page:

  1. On the Connections page, click for the required connection.
  2. From the menu, select Permissions.
  3. To assign permissions:
    • In the Owners field, type the name of the user, and select from the list.
    • In the Users field, type the name of the user, and select from the list.
  1. Click Save permissions.

Create a Nintex Workflow Cloud data source

Use the Nintex Workflow Cloud data source to create a drop-down list of Nintex Workflow Cloud workflows, published workflows, workflow instances, data source variables and tasks in a form.

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 allows users to select from a drop-down list of values that have been fetched from a third-party service.. The Data lookup control uses a Nintex Workflow Cloud - Get tasks data source to list the tasks associated with a workflow instance.

You can create a data source to:

  • Get a workflow's instances: list all the instances of a specific workflow from the Nintex Workflow Cloud tenant.
  • Get published workflows: list all the published workflows from the Nintex Workflow Cloud tenant.
  • Get tasks: list all the tasks from the Nintex Workflow Cloud tenant.
  • Get workflow instances: list all the workflow instances from the Nintex Workflow 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 Workflow Cloud tenant.

Each data source is configured for a specific Nintex Workflow Cloud account. You can create as many data sources as you need.

Nintex Workflow Cloud data source fields

When you create a Nintex Workflow Cloud data source, you can configure some additional fields to specify which page of results the data source should retrieve.

Section

Field or selection

Description

Add new data source Operation Displays the operations available for the selected Connector. Depending on the selection the following fields are displayed:
  • Nintex Workflow Cloud - Get a workflow's instance:
    • Workflow: The workflow that you want to retrieve details for.
  • Nintex Workflow Cloud - Get published workflows:
    • 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 Workflow Cloud - Get tasks:
    • Workflow instance ID: The Nintex Workflow 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 Workflow Cloud - Get workflow instances:
    • 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 Workflow Cloud - Get workflows:
    • 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.