App Designer

• Use the search field.

• Select the page you want to edit in the list.

  This opens the page in the Page Designer. To return to the Pages page, click the app name in the top-left.

• Click next to the page you want to manage or right-click the page.

  • Open: Click to open the page in the Page Designer.

  • Settings: Click to open the Page settings.

  • View XML: Click to view the XML version of the page.

  • Preview: Click to preview the page at runtime.

  • Clone: Click to create a duplicate of the current page.

  • Delete: Click to delete the page.

    Note: 

    In Nintex Apps, dependency mechanisms ensure that included pages cannot be deleted until all references to them within container pages are removed. For more information, see Page Include.

    When a page is included in other pages using the Page Include component, the Pages page in the App Designer and the All Pages tab display a visual indicator that shows how many pages include it. To view the container pages, click the visual indicator link.

• Click Create a page. For more information, see Create and customize pages.

1. Click Add a page.

2. In the Add pages to the app dialog, select the pages you want to add.

3. Click Add.

• Use the search field.

• Select the connection you want to edit in the list. For more information, see Connections.

• Click next to the connection you want to manage or right-click the connection:
  • Go to connection: Click to edit the connection.
  • Remove: Click to remove the connection. This does not delete the connection; it only removes it from the app.

• Click Create a connection. For more information, see Connections.

1. Click Add a connection.

2. In the Add connections to app dialog, select the connections you want to add.

3. Click Add.

• Use the search field.

• Select the table you want to edit in the list. For more information, see Tables.

• Click next to the table you want to manage or right-click the table:
  • Go to table: Click to edit the table.
  • Remove: Click to remove the table. This does not delete the table; it only removes it from the app.

• Click Create a table. For more information, see Tables.

1. Click Add a table.

2. In the Add tables to app dialog, select the tables you want to add.

3. Click Add.

• Use the search field.

• Select the workflow you want to edit in the list. For more information, see Workflows.

• Click next to the workflow you want to manage or right-click the workflow:
  • Go to workflow: Click to edit the workflow.
  • Remove: Click to remove the workflow. This does not delete the workflow; it only removes it from the app.

• Click Create a workflow. For more information, see Workflows.

1. Click Add a workflow.

2. In the Add workflows to app dialog, select the workflows you want to add.

3. Click Add.

• Use the search field.

• Select the document you want to edit in the list. For more information, see Documents.

• Click next to the document you want to manage or right-click the document:
  • Open: Click to edit the document.
  • Remove: Click to remove the document. This does not delete the document; it only removes it from the app.

• Click Create a document. For more information, see Documents.

1. Click Add a document.

2. In the Add documents to app dialog, select the documents you want to add.

3. Click Add.

• Use the search field.

• Select the file you want to edit in the list. On the file detail page, you can configure the following:

  • File name: Displays the file name.

  • Description: Displays the file description.

  • Visibility: Select one of the following options:

    • Public: Allows access to the file for non-authenticated users.

    • Private: Restricts access to the file to authenticated users only.

• Click next to the file you want to manage or right-click the file:

  • Configure: Click to configure the file properties.

  • Download: Click to download.

  • Remove: Click to remove the file. This does not delete the file; it only removes it from the app.

  • Preview: Click to view the file in a new browser tab.

1. Click Upload a file.
2. In the file selection dialog, select the file you want to add.
3. Click Open.

1. Click Add a file.
2. In the Add files to app dialog, select the files you want to add.
3. Click Add.

• Use the search field.

• Select the permission set you want to edit in the list. For more information, see Permissions in Nintex Apps.

1. Click next to the permission set you want to delete.

2. Click Delete.

1. Click Create a permission set.

2. In the Name field, type a unique name for the permission set.

3. In the Description field, type a description that ensures quick and easy permission identification and assignment.

4. Click Done.

5. Under the Connection access tab, for each connection you want the permission set to have access to, turn on the toggle.

   Note: 

   If a connection does not appear in the list, ensure it has been added as an app resource. For more information, see Connections page.

   To configure app-level Create, Read, Update, and Delete (CRUD) permissions for objects such as SQL and Nintex Data, click Edit. For more information, see Configure app-level CRUD permissions for objects.

6. Click Save.

1. Select the permission set you want to configure or click next to it and click Configure.

2. Under the Connection access tab, next to the connection for which you want to configure the CRUD permissions for objects, click Edit.

3. In the Objects panel on the left, select an object.

4. Select one of the following permission types:

   • Basic: All fields in the object inherit the same permissions.

   • Advanced: Field permissions are set individually. Select this option if you need granular control over specific fields.

5. Select the object permissions you want to apply:

   • Allow all: Allows create, read, update, and delete.

   • Create: Allows create only.

   • Read: Allows read only.

   • Update: Allows update only.

   • Delete: Allows delete only.

6. Set field permissions:

   Note: 

   This option is available only for the Advanced permission type. When Advanced is selected, field-level permissions only show Create, Read, and Update. Delete does not appear at the field level.

   1. Select the fields you want to configure individually.

   2. Click Update selected rows.

   3. Confirm your selection and click Apply.

7. Next to each connection object condition you want to enable for the permission set, turn on the Always on toggle.

   For example, you can create a condition on a Created by field using a Nintex Apps user attribute and enforce it on Query to ensure each user only sees records created by that user. For more information, see Conditions.

   Note: 

   This option appears only when you have configured at least one connection object condition. For more information, see Connections.

8. Click Done.

1. Select the permission set you want to assign to users or groups, or click next to it and click Configure.

2. Click the User access tab.

3. To assign:

   • Groups:

     1. Click Assign groups.

     2. In the Assign groups to permission set dialog, select the groups you want to assign the permission to.

     3. Click Assign.

   • Users:

     1. Click Assign users.

     2. In the Assign users to permission set dialog, select the users you want to assign the permission to.

     3. Click Assign.

1. Select the permission set you want to unassign users or groups from, or click next to it and click Configure.

2. Click the User access tab.

3. Click next to the users or groups you want to unassign.

4. Click Save.

You can configure public (unauthenticated) user permissions by enabling the standard public access permission set on any app. This setup allows public users to access the app at runtime without logging in.

1. Click Configure public access.

2. Click Enable public access.

3. Next to each connection you want public users to access, turn on the toggle.

4. Click Save.

   The public access permission set is added to the Permissions page.

You can disable the public access permission set using the following options:

• Click Configure public access > Disable public access > Disable.

• Click next to the public access permission set and click Configure > Disable public access > Disable.

• Use the search field.

• Click next to the user you want to manage or right-click the user:

  • Manage user access: Click to view the user's permission sets.

    1. In the user details page, click next to the permission set you want to view. For more information, see Permissions in Nintex Apps.

    2. To view the user profile, click Go to user. For more information, see User Management.

  • Go to user: Click to view the user profile.