Previous: Part 3: Review and update workflows in Nintex Workflow

Part 4: Review task forms

Important: This step is applicable only if the workflow you upgraded has a task form included in a task action.

When you upgrade workflows from to Nintex Workflow, any task forms included in the task actions are upgraded as well.

Note: List forms will not be migrated. You must migrate those to SharePoint Online before you begin your workflow upgrades. See Before you start.

After the task forms are upgraded, there may be some elements in the form that require updates to the configuration. You can view the Form upgrade details report for details, and make the changes as needed in the form designer.

Open the migrated task forms and click Apply changes to confirm the form configuration. This is a mandatory step if any task forms are included because all forms in task actions are marked as not configured until you open the form and apply the changes.

To upgrade your task forms:

  1. On the upgraded workflow, click on the task action to open the action configuration panel.

  2. In the task form field, click Design form.

    The form opens in the forms designer.

  3. On the top right of the toolbar, click Form upgrade details.

  4. Review the form controls and configure any controls that requires configuration.

  5. On the toolbar, click Apply changes to save the changes.

    The task action in the workflow is updated with the new form.

Next: Part 5: Publish workflows in Nintex Workflow