Step 2: Start the upgrade

After you identify the workflow you want to upgrade you can start the upgrade.

1. Open the workflow you want to upgrade

  • Open the workflow you want to upgrade.

2. Upgrade workflow

  1. On the toolbar, click Upgrade. The Upgrade details dialog box is displayed.

  2. Click Upgrade workflow to start upgrading the workflow.

    Important: If the workflow has been upgraded to Nintex Automation Cloud prior to this, click Restart upgradeto upgrade it again or click View in Nintex Automation Cloud to view the upgraded workflow in Nintex Automation Cloud.

The upgrade process will take a few minutes to complete. When you start the upgrade the progress status of the upgrade is indicated by the statuses displayed in the Upgrade details.

Note: 
  • You can close the dialog box after you start the upgrade while you wait for the upgrade to complete. Simply click on Upgrade on the toolbar to open it again.

  • Click Refresh to see the latest Upgrade status.

After a draft of the workflow is created in Nintex Automation Cloud, a confirmation message is displayed.

Note: 
  • When the workflow is saved in Nintex Automation Cloud if the workflow name has any of the following special characters, they will be replaced with a space because special characters are not allowed in workflow names in Nintex Automation Cloud:

    ` ! @ ~ / [ ] ^ $ . | * + ( ) \ # % & = { } ' " < > : ; , ?

  • If the workflow with the same name exists in Nintex Automation Cloud, the <site name> and a <number> is appended to the name when saving the new workflow in Nintex Automation Cloud.

Next step:

Step 3: Review the workflow in Nintex Automation Cloud