Step 1: Identify the workflow you want to upgrade

The first to step to start upgrading your workflows to Nintex Automation Cloud is to identify the workflows you want to upgrade from Nintex for Office 365.

1. Open the workflow Gallery

  • Sign into the SharePoint Online tenant and open the workflow gallery.

The workflow gallery is displayed. If upgrade is enabled for the tenant a message is displayed in the workflow gallery. The message displayed indicates that the workflows in the SharePoint Online tenant is ready to be upgraded to Nintex Automation Cloud.

The following column is added to the workflow gallery:

  • Upgrade to Nintex Automation Cloud (NWC) status: Indicates the upgrade status the workflow is currently in. When you start the upgrade of a workflow, the Upgrade status displayed for the workflow in the workflow gallery is updated. The different statuses include:

    • Getting status: The upgrade status of the workflow will be available soon.

    • Ready to upgrade:The workflow is ready to upgrade to Nintex Automation Cloud.

    • In progress: Upgrade is in progress.

    • Draft created in NWC: The workfow has been upgraded and a draft is in Nintex Automation Cloud. Click the status link to open workflow in Nintex Automation Cloud.

    • Completed: The workflow has been upgraded and published in Nintex Automation Cloud and the workflow has been deactivated in Nintex for Office 365.

    • Duplicated published workflows: The workflow has been upgraded and published in Nintex Automation Cloud and the workflow is not deactivated in Nintex for Office 365, which may result in duplicate instances.

2. View the upgrade details of a workflow

Before you select the workflow to upgrade you can view the upgrade details of a workflow in the pre-upgrade details report.

Use the pre-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.

  • To view the upgrade details of a workflow do one of the following:

    • Click displayed in the last column of the workflow and select Upgrade from the options menu.

    • Open the workflow and on the workflow designer toolbar, click Upgrade.

A dialog box is displayed showing the upgrade details of the workflow. The upgrade availability and any actions that are not supported are listed in the upgrade details.

Next step:

Step 2: Start the upgrade