Nintex Insights release notes

New feature

Nintex for Office 365 workflow migration tracking report

Nintex for Office 365 users can now use Nintex Insights to access an overview of their workflow migrations across all sites, lists, and tenants. The progress of all workflow migrations can be tracked in a single report.

To access the report, activate Office 365 Workflow Upgrade on the Settings page and then view data on the Workflows page. You can then use filters on the Type and Upgrade status columns to view and generate a report for all your Nintex for Office 365 migration data.

New features

Nintex Automation Cloud Instance activity report

This new report in Nintex Insights displays all activity details for a specific Nintex Automation Cloud instance. This report is useful for auditing and tracking purposes.

You can download a copy of the report from the Predefined reports page. Select your preferred report format (XLSX or CSV) and enter the Instance ID to view the report.

New workflow inventory widgets

We've added three new widgets to the Inventory dashboard to give you a more comprehensive view of your workflow usage.

• The Workflow Inventory widget displays a breakdown of workflows across your Nintex platforms:

  • Production - Production workflows within your subscription

  • Development - Development workflows within your subscription

  • Deactivated - Workflows deactivated in in Nintex for Office 365.

• The Published workflows widget presents a month-on-month trend of your total published workflows. Using machine learning technology, we have included a trend line that analyzes your historical usage data to predict your workflow usage for upcoming months.

• The DocGen action for workflow widget displays the total count of document generation actions implemented across your published workflows.

New feature

Nintex Insights new authentication

We have made significant improvements to the Nintex Insights authentication system. Here are the key benefits of this new system:

• Enables Federated Identity Management (FIM) demanded by Enterprise organizations.

• Streamlines the user-offboarding process soon after credentials are revoked upstream in your organization.

• Increases security through reduced password proliferation.

• Leverages governance solutions already in place within your IT organization, such as multi-factor authentication.

• Supports single sign-on (SSO) between Nintex Automation Cloud and Nintex Insights.

New feature

Forms Inventory widget and data

Nintex Insights now contains full inventory visibility for Nintex Automation Cloud and SharePoint Online forms. The data will be presented as widgets in the new Inventory dashboard and the Forms table. The new forms data will help you:

• Identify the total number of forms published across your tenants and environments.

• Give you an overview of forms by type.

• Locate your forms.

• Know the number of submissions made for each form so you can identify which are the most used forms.

New feature

Nintex Automation Cloud engine version reporting in Nintex Insights

As part of the engine upgrade program, Nintex Insights now includes a new column for Engine version in the Workflows table. This is the engine version when a Nintex Automation Cloud workflow is published. This value is also added to the workflows CSV report.

Improvement

Filter moved to a right-hand side panel

We are Introducing an improved way to apply filters to view user data in Nintex Insights. The filter on the Workflows page has been moved from a drop-down list at the top of the page to a right-hand side panel. The filter types remain the same.

New feature

Office 365 workflow upgrade reporting

New feature

Canada data center

Nintex Insights now supports a new region for your API data with the introduction of the Canada data center.

Improvements

Updates to the Workflow performance overview section

We've updated elements such as icons and text on the Workflow performance overview chart in the Workflow details page to align with other Nintex capabilities.

New features

Workflow reports

The new Reports page in Nintex Insights allows you to download the following analytics reports in CSV or XLSX formats:

• Workflow overview

• Workflow details

• Instance performance

  Workflow subscription utilization

• Workflow OData

See the Reports help topic.

Improvements

SharePoint Online data connection permission changes

Users with Sites.Read.All permissions for SharePoint Online tenants can now create data connections.

See the Data connections help topic.

New features

Workflows: Tasks in the workflow widget

The new Tasks in the workflow widget shows visualizations and a table for task actions in your organization's workflows.

For each task-based action in a workflow, a bar chart displays:

• The number of active tasks.

• The average duration of tasks.

Below the bar chart the task-based action details for the workflow are listed in a table. You can click on the task-based action label and a drill-down bar/line chart displays:

• The total number of responses for each outcome for the action.

• The average duration of each outcome for the action. Dot points in the line chart highlight the minimum, average and maximum duration of each outcome for the action.

See the Workflows help topic.

Data connection completeness

We're focusing on driving data connection completeness so you have a full view of your Nintex platform data. Nintex Insights provides you with the information you need to know which data connections associated with your Nintex subscription have not yet been added.

At the top of the Data connections page, separate sections display information of how many possible connections have been established for each of the Nintex data connection types associated with your customer account.

See the Data connections help topic.

New feature

Instance usage widget: Rate of change

The Instance usage widget provides a quick comparison between previous and current instance data trends to support workflow optimization. Based on the time period you select, you can see a comparison with a previous period of the same duration. You can either select a preset time period, such as 30 days, or enter a custom time period. The comparison will indicate a percentage increase or decrease between the two periods for the following data:

• Total instances

• Successful instance runs

• Instances in progress

For example, on February 22, you select a date range for the past 30 days; you will see a comparison of instances initiated for the past 30 days (January 22 to February 22) and the previous 30 days (December 22 to January 22).

In upcoming releases, we will add a trend line for the entire period to show a fuller picture of the instance trends.

New features

TV mode

TV mode allows you to communicate Nintex Analytics insights effectively at a glance on a display screen in your office. Essentially, it is a TV version of the Nintex Analytics dashboard, where real-time snapshots and a summary of your data are displayed.

We want to engage our customers in a convenient way to view and analyse high level information about their Nintex platform without relying on interactive elements. TV mode keeps everyone engaged with the data and focused on the right metrics.

The following data is displayed in TV mode:

• Total workflows

• Workflow billing

• Workflow platform split

• Instance status

When in TV mode, the dashboard automatically refreshes. You’ll get the latest data every 2 hours, the latest updated date and refresh timestamp is displayed.

Instance Detailed View

There’s now a simple way you can analyse individual workflows and access workflow instances from Nintex Analytics to quickly resolve any issues within your Nintex platform.

You can view detailed information for each instance status. When you hover on the status, both graph and pie chart visualizations are highlighted. The links you see here opens directly to Nintex Workflow Cloud Instances page automatically filtered by status and date range.

New features

• Date range picker for Instances

You can now select a preset date range or set a custom date range to display data for in the Instances page and the Instance status widget in the Dashboard.

• Preset: choose from the last 30 days, 90 days, 180 days, or 1 year.

• Custom: set a beginning date and end date to display instance data for.

New features

• Direct link to the workflow designer from Nintex Analytics

• You can now access the workflow designer directly via Nintex Analytics.

• When you are viewing the Workflow Performance Overview widget for a workflow in Nintex Analytics, you can now click on the Workflow Designer button. This button opens the designer for the workflow and is accessible through the Workflows, Instances, and Actions pages in the side navigation of the Analytics tab.

• We have made it easy for you to diagnose issues with your workflows e.g. status = Errored, then fix your workflows via the workflow designer button, which opens Nintex Workflow Cloud.

• Reporting: Export data for all dashboard widgets

To assist with reporting, you can now export data for every widget in your Analytics Dashboard. Nintex Analytics currently supports csv, other formats will be coming soon.

Nintex Analytics Launch

After conducting months of research and collecting valuable feedback from our Nintex customers, we are extremely excited to announce the release of the new Nintex Analytics portal!

What you''ll experience is just our first step in a journey to bring you better insights into your data, which will help you drive further optimization of your Nintex process platform to deliver a higher return on your investment.

New features

• Analytics

Access the Analytics page to see the Dashboard for Nintex platform capabilities and navigate to deep-dive workflow data.

• Settings

In Settings, you can provide users with access to your Nintex Analytics workspace, add data connections to display data in your dashboard, and create your personal access token to authenticate and access your data using OData client tools.

• Nintex Analytics OData API

The Nintex Analytics OData Application Programming Interface (OData API) provides reporting flexibility to extract data directly from different Nintex capabilities.

Performance improvements

Here are some key improvements we're delivering with the new Nintex Analytics portal:

• Scalable infrastructure

The new portal has been built from the ground up using Azure Data Lakes, which ensures a performing experience and enables deeper insights across your Nintex process platform.

• Data Accuracy

By rebuilding our data infrastructure from scratch, we were able to ensure data accuracy as a first and most important goal. We know how critical data is for key decision-making and that had the highest focus from our Engineering and Product teams.

• Ease of Use

Smooth migration from Nintex Hawkeye, little time to get started

• Single sign-on

Users can now leverage their Nintex Customer Central credentials to sign in, reducing friction and time wasted to remember separate credentials.

Check out our launch blog post with all the details and Quick start guide to get up and running.