Nintex Workflow Cloud release notes

New features

Set instance name action

Use the Set instance name actionto display custom instance names for instances of workflows. Setting a custom instance name provides more context for users viewing the Instances page and enables users to easily identify and search for instances of workflows.

See the Set instance name help topic.

New connectors

• We have released 10 new connectors:

• AccuWeather

• Azure DevOps

• Gmail

• HubSpot Sales & Services

• Moosend

• News API

• OANDA

• OpenWeather

• Smartsheet

• Todoist

See the Connectors help documentation.

The actions and data source operations for the connectors

Connector	Actions	Data source operations
AccuWeather	Get weather
Azure DevOps	Create a release
Gmail	Delete a message Get a message Get a thread Get a user profile Get labels Get messages Get threads	Get labels Get messages Get threads
HubSpot CMS	Create a blog post Delete a blog post Get blog authors Get blog posts Get blogs Publish a blog post Update a blog post Upload a file
HubSpot Sales & Services	Associate a contact with a company Associate a deal with a company Create a company Create a deal Get companies Get contacts Get deals Get owners Get deal pipelines
K2 SmartObject	Execute a SmartObject
Moosend	Get all campaigns Send a pre-configured campaign	Get all campaigns
News API	Get news Get top headlines by country
Nintex Workflow Cloud	Complete a task Get a task Get published workflows Get tasks Get workflow instances
OANDA	Get exchange rate
OpenWeather	Get current weather Get weather forecast
Smartsheet	Attach file to a row Delete a row Get a row Get column information Get columns Get sheet as CSV Get sheets
Stripe	Create a customer Create a product Get a customer Update a customer Update a product
Todoist	Create a task

Azure Active Directory action now output objects

The three available Azure Active Directory actions now output object variables for the Result.

Note: To use the new version of the Azure Active Directory actions, delete and the re-add the actions to your workflow. The actions will require configuration after being re-added.

See the Azure Active Directory connector help topic.

New features

• We have released ten new connectors:

  • Azure Computer Vision

  • K2 Workflow and Task

  • Postmark

  • SendGrid

  • GoToMeeting

  • Bitly

  • Recruitee

  • Cloudmersive - Convert Documents

  • GitHub

  • TinyPNG

  Actions available with the connectors

  Connector	Actions
  Azure Computer Vision	Describe an image by file Describe an image URL Direct objects Get an image thumbnail Optical character recognition
  K2 Worfklow and Task	Allocate a task Complete a task Complete an asynchronous server event Get a task Get a workflow Get an asynchronous server event Get task actions Get tasks Get worfklows Redirect a task Release a task Sleep a task Start a workflow Wake a task
  Postmark	Send an email
  SendGrid	Delete a global suppression Get bounced email by email address Get global suppressions Get marketing lists Remove email from bounce list Search contacts
  GoToMeeting	Create a meeting
  Bitly	Get groups Shorten URL
  Recruitee	Get a candidate Get a job offer Get candidates Get job offers Get talent pools Make a job offer
  Cloudmersive - Convert Documents	Convert a CSV to JSON text Convert document to PDF Convert an Excel (XLSX) file to JSON text
  GitHub	Create an issue Get authenticated user
  TinyPNG	Compress a PNG image

New features

• We have released six new connectors and will be delivering lots more in the coming months. The six new connectors are:

• Google Sheets

• Google Calendar

• Google Tasks

• Google Docs

• Asana

• Mailchimp

The actions and data source operations for the connectors

Connector	Actions	Data source operations
Google Sheets	Append cell data Create a spreadsheet Delete rows or columns Get cell data Get spreadsheets Insert empty rows or columns Update cell data	Get spreadsheets
Google Calendar	Create an event Delete an event Get an event Get calendar events Get calendars	Get calendar events Get calendars
Google Tasks	Create a list in a task list Create a task list Get a task from a task list Get a task list Get task lists Get the tasks for a task list	Get task lists Get the tasks for a task list
Google Docs	Create an empty document Get documents	Get documents
Asana	Complete a task Create a project Create an event Get a project Get a task Get a user's details Get projects for a workspace Get tasks in a project Get teams by workspace Get users by workspace Get workspaces	Get projects for a workspace Get tasks in a project Get teams by workspace Get users by workspace Get workspaces
Mailchimp	Create an event Create automation Create customer Create E-commerce store Get lists Get stores	Get lists Get stores Get templates

See our blog post for more details.

• Improvements to the interaction with Start Form in My Nintex.

  • Start form opens in a modal rather than a new tab if navigated to via My Nintex.

  • Updated Saved and Submitted confirmation to use toast notification.

  Note: This functionality has been removed temporarily and will be included in a future release.

• New ability to link directly to the Nintex Solution Accelerator Gallery for both Workflows and Connectors from within the Automate page.

• Nintex DocGen for Salesforce - Run DocGen Package action is now available. For more information about the action, see our help documentation.

• Improvements made to the Variable categories: The output variables created for all connector actions are now grouped in a relevant connector variable category.

Performance improvements and resolved issues

• Fixed an issue where draft form name is not updated when form title is changed.

• Updated form Save behavior where it no longer extends for an extra 30 days duration on subsequent saves.

A new look and feel for Nintex Workflow Cloud

Date: February 25, 2021

Nintex Workflow Cloud's new look and feel has been released, refreshing your experience and making it more accessible for you.

For the next 4 weeks, you will be able to switch back to the previous style via the menu option on the top-right of your screen. From March 25th, this new look and feel will be the sole, permanent style.

New features

Connectors

Nintex is accelerating a connector rollout over this next year and beyond. We have released two new connectors and will be delivering lots more in the coming months. The two new connectors are:

• Trello

• Google Directory

See our blog post for more details.

Xtensions

In Xtensions, you can now display object input fields in a nested tree structure to show the hierarchy, or in a flattened structure to keep things simple.

As part of this release you may notice some styling updates to the user interface of the action configuration panel. More exciting updates will be rolled out in future releases.

Federation

Nintex Workflow Cloud tenants that are federated to Azure Active Directory via SAML now support Guest Users. Once a Guest user is added to Azure Active Directory they will be able to sign into the Nintex Workflow Cloud tenant.

Assign a task to multiple users

The new action, Assign a task to multiple users, will allow you to assign a task to up to 10 individuals and decide on the outcome by waiting for one or all users for a 'majority wins' scenario.

This is the first of many updates coming to tasks, with many more enhancements in the coming months.

See our blog post for more details.

New features

• Save and Continue for Authenticated Start Forms

With this release, we are excited to announce that we have released Save and Continue for Authenticated Start Forms. Participants can now save the progress when filling forms and resume later by opening the draft form available in My Nintex. For more information, check out this blog post.

Performance improvements and resolved issues

• Fixed an issue with displaying the tooltip on the form during runtime.

New features

• Repeating Sections with Row Calculation:

Repeating sections have been added to NWC to allow users to solve a wide range of problems involving where form participants can build up lists of data, e.g. Inventory Lists, Incident Reports, Expense forms etc. With this new release, we have also added, easy to use row calculation functionality. For more information, visit our new blog post.

• Data Source Permissions:

Data source creators can now have the ability to control which users can edit and delete a data source and who can consume it to bind data to the data lookup control. For more information, visit our new blog post.

• Data Source Deletion:

Users can now delete their data sources.

• Generate Document Action:

The number of images which can be inserted into a document using the Generate Document action has been increased from 20 to 50.

New feature

Workflow Designer:

• Support added to use the email address and display name values when creating and updating a SharePoint Online People type column configured for single value (multiple values already supported)

Performance improvements

Form variables will now be returned as an object to the workflow designer, which will bring significant performance improvements to form designer. These improvements will reduce loading and save times, particularly for workflows with that are attached to very large forms.

• 6-8 times performance improvement when saving task forms
• 3 times performance improvement when saving start forms
• 30% improvement on load times of start and task forms

Note: These updates will be performed on that form the next time you save it. Saving will take a little longer on first save while updating occurs, and improvements will be apparent on subsequent form loads and saves.

New feature

• Support added to use the email address and display name values when creating and updating a SharePoint Online People type column that's configured to allow multiple values.

Resolved issues

• Fixed the issue where the action panel of the SharePoint Online Create a site action failed to load when a collection variable was used.

• Fixed the issue that caused the SharePoint Online Create an item action to fail when inserting values into a multi-choice column.

Important: 

• The new My Nintex and Automate pages, Workflow filtering enhancements, and the Workflows list performance improvements are now available for all tenants.

• Beginning November 1, 2020, we will support the new Microsoft Edge (Chromium), and no longer support IE11.

New features and performance improvements

• Variable panel

• Upgrades to improve the accessibility of Objects:

  • Actions which return objects are now grouped into connector types, and are marked with the icon of the connector for easy identification.

  • Objects with multiple levels (or object property hierarchy) can be identified with an angled border at the start or end of the variable to represent having a parent or being the parent respectively.

  • Using the search bar within the Variable panel now returns results found within objects.

  • As you traverse through an object, breadcrumbs will appear for simple navigation and awareness.

  

• Workflow Designer

The new variable connector icons and angled border indicators will also appear in action configuration panels.

New features

New Microsoft Teams action

• List members of a team action – retrieve all the members and associated properties (e.g. name, email, job title, etc) of a specified team.

The following features are currently rolling out and will be available in all tenants by 12th October 2020.

• New My Nintex page  (rolling out)

  • A new location where participants can view and manage their own tasks and submit forms to start a process.

  • The new Forms page allows users to submit forms. To set the title and description of forms, see the forms Settings topic.

• New Automate page (rolling out)

  • The "Dashboard" tab has been renamed to "Automate".

  • The “Designer” tab has been removed. Designers will now create, manage workflows, and view instances in the Automate tab.

• Workflow filtering enhancements  (rolling out)

  • The list of workflows on the Automate tab can now be filtered by start events.

• Performance improvements (rolling out)

  • Improved performance and loading times of the workflow listings page.

Performance improvements and resolved issues

• Xtensions - Fixed an issue where custom Xtension actions could not be deleted when workflows were imported into another tenant.

• Forms - Fixed an issue where the Data lookup control may not display all columns from a SharePoint Data source .

• Forms - Fixed an issue where the value in Date/time controls were not completely visible.

• Forms - Fixed an issue where a file’s extension may have been removed when uploading to Box .

• Forms - Fixed an issue where the alt-text of an image did not change after the Alternative text field was updated.

New features and performance improvements

• SharePoint Online connector now updated with new actions across all regions.

• Microsoft Lists now supported with the SharePoint Online connector.

Resolved issues:

• Fixed an issue where custom Xtensions actions could not be deleted when the workflow was imported into another tenant.

New features

Workflow Designer

New Microsoft Teams actions – In this release we have introduced two additional actions for the Microsoft Teams connector:

• Get teams – an action to retrieve all the Teams and associated properties (e.g. created date, classification, description, etc.) within an Office 365 tenant.

• List owners of a team – an action to retrieve all the owners and associated properties (e.g. name, email, job title, etc.) of a specified team.

New features

Workflow Designer - New SharePoint Online connector start events and actions.

• SharePoint Online start events – provides the ability to trigger a workflow when an item is created or updated in a SharePoint Online list or document library. Start events include ‘New list item’, ‘Update list item’, and ‘New or update list item’.

• SharePoint Online actions – an additional 18 new actions have been added to the SharePoint Online connector to support and enhance the user experience when integrating with SharePoint Online including:

  • Working with lists and libraries:

    • Updating and deleting items from lists now supporting multiple items in a single action.

    • Querying a retrieving items from a list now supports objects outputs by returning all list columns in a single output.

    • New Query user profile action which returns a single output object with all profile properties

    • Creating and integration with document sets and folders.

    • Ability to work with documents and files supporting saving, retrieving, copying and moving files within the tenant.

    • Simplifying and making it easier to work with and consume list item attachments.

    • Supporting check-in and checking out of files.

  • Site Administration – focus on the provisioning and management of SharePoint sites and site collections supporting all templates including modern sites, also including the ability to add and remove users from the related SharePoint groups.

  • Additional enhancements - significant improvements have been made to applying item level permissions by allowing applying multiple sets of permissions within a single action.

For a full listing of all actions is provided in the help documentation located here.

Important: Start events and connectors are rolling out over the coming weeks.

New feature

Nintex Workflow Cloud API:

• Create Apps which provide administrator access to all tasks, workflows and instances in your Nintex Workflow Cloud tenant. Read the guides and explore the Nintex Workflow Cloud API here: https://developer.nintex.com/

Resolved issues

• Fixed an issue where Nintex Workflow Cloud Start Forms were missing controls in the designer.

New features and performance improvements

Workflow Designer:

• Added new date format “dddd, dd MMM YYYY” in the Format date to string action.

Forms:

• The Data lookup control now filters the data by a date variable.

• The Query string parameter in embedded forms can now be read in Safari.

Resolved issues

• Fixed an issue when the second page of a form loads at the bottom of the page instead of the top when navigating from the first page of the form.

New features and performance improvements

• SharePoint Online Retrieve an item action - Managed metadata fields in the Retrieve an item action now supports the label in addition to the term GUID. As a result of this update, if you have existing workflows with the Retrieve an item action that is configured with a managed metadata field, you must re-add the managed metadata field.

New features and performance improvements

• Nintex Platform API– The 'Get an instance' API has a new query parameter that will return the workflow instances' start data in it's response payload.

New features

Workflow dashboard:

• You can now see the user roles you have been assigned in the Settings tab under the License and Subscription page.

Forms features:

• Read-only/Visibility/Required properties can be driven from variables/formulas.

• Regular expression validation in the 'Text – Short' control.

Resolved issues

• A label cannot use a mailto link

New feature

Data Lookup Control

We are excited to announce that we have released a powerful new control to NWC Forms - the Data Lookup Control. This control will enable form designers to bind data from a 3rd party service to a drop-down in a form​. Creating a data-bound drop down is as simple as configuring a data source in the dashboard and selecting that data source it in the options available of the data lookup control.

Note: This control is not supported on Nintex Mobile, however, support will be included in a later release of Nintex Mobile.

For more information, visit our new blog post.

New features and performance improvements

• Workflow tagging – Ability to add custom tags to a workflow to improve findability through the new dashboard filtering control.

• Workflow testing - Updated Workflow testing to support file variables from Nintex Form start events.

New features

Workflow designer:

• Nintex Gateway has been released - Start an RPA job that will run an unattended Botflow as part of your workflow

Forms features:

• A control can now be duplicated in the designer

• Optimised performance when deleting a control in large forms

• Improved the readability of a read-only control

New feature

Workflow testing

We are excited to announce that we have released Workflow testing, a new capability which allows you to run and test your draft workflows directly from the designer, speeding up your build-test cycle. Workflow instance details and tasks can be viewed in the Workflow testing dialog and tasks can be completed/responded to right from the task tab.

For more information, visit our new blog post.

New features and performance improvements

• Added link to the Nintex privacy policy on the Nintex Workflow Cloud sign-in screen.

• Authenticated Task forms: When enabled, Nintex Workflow Cloud task assignees must sign into Nintex Workflow Cloud to submit a Task form.

New features

User directory lookup and Authenticated Task forms

With this release, we are thrilled to announce the ability for Tasks to be assigned to users within your linked user directory, and Task form authentication in the Assign a task action.

User directory lookup:

• If your tenant is federated, you will now find the "User directory lookup" configuration page in Settings. If you don't have access, reach out to your Tenant Administrator.

• By connecting your tenant to a User directory lookup, Task forms can be easily assigned to users found within your connected directory.

• When a task is successfully assigned to a user, they will automatically be added into your Nintex Workflow Cloud's Users list as a Participant.

Task form authentication:

• Upon selecting "Form based task" in your Assign a task action, note the new field "Assignee authentication". If enabled, task assignees must be found within your user directory or the Users list. When the assignee opens the form, they will be asked to sign into Nintex Workflow Cloud before the form is displayed.

New features and performance improvements

• User groups has been added to the User management page in settings, which allows you to create and manage groups of users. Also, User groups allow you to share Workflows and Connections with groups of users.

• The Domain Management page has been added to Settings. The Domains management page enables Nintex Workflow Cloud tenant admins to manage primary and additional domains for their tenants. Once a primary domain has been verified by admins, it allows them to update single sign-on settings. Primary domain admins are also able to add and verify additional domains for user management and signing-on to Nintex Workflow Cloud.

Forms features:

• Formulas can now be used in Rules engine on the IF condition.

• The Image control can now accept variables or a formula.

Performance improvements and resolved issues

• General bug fixes, performance improvements, and security enhancements.

New features and performance improvements

• Nintex Apps page has been added as an option in the dashboard menu. The Nintex Apps page allows users to access information for various applications to extend the Nintex Workflow Cloud experience.

• The auto-acceleration setting has been enabled in the user management page. Tenant admins that configured the SSO connection can toggle the auto-acceleration setting on or off. If you enable auto-acceleration, the Nintex Workflow Cloud sign-in screen will be skipped when users sign in. The Nintex Workflow Cloud sign-in screen is not required for federated tenants.

Form features

• Formula builder - Implemented a date now function - datenow().

• ‘Choice – single’ now allows fill-in choices.

Resolved issues

• Fixed a problem in Nintex Mobile - Choice control does not display full value exceeding more than 40 characters.

• Fixed a problem in Nintex Mobile - New Responsive form is not allowing Numeric keypad entry on Numeric fields.

New features and performance improvements

• General bug fixes, performance improvements, and security enhancements.

New features and performance improvements

• Apply a regular expression – The Apply a regular expression action now has a new Group operator. Use the Group operator to search the Input text for sub-strings that match the Group Pattern.

• Assign a Task – You can now access Task forms from the Tasks list.

• Tasks list – “My active tasks” is now the default filter in the Tasks list.

• Tasks list – Users with Participant only access can now access the Tasks page to respond to and interact with their assigned tasks.

New features and performance improvements

• Workflow versioning:

  • Added the ability to automatically capture and store unique versions of a workflow during save or publish. At any stage designers can view and open any version of a workflow in case there is a need to roll back to a prior version.

  • Includes the ability to provide comments for each version.

• Microsoft Teams connector:

  • Enhanced Add member to team action to support guest users.

• Nintex Workflow for Box for Europe:

  • Enabled the Nintex Workflow for Box start event for Nintex Workflow Cloud tenants based in Europe, which allows Box users to start and view the workflow status on a file from the Nintex Workflow for Box app.

New features and performance improvements

• General bug fixes, performance improvements, and security enhancements.

New features

Microsoft Teams in Nintex Workflow Cloud

We are excited to announce our new set of workflow actions that provide deep-level integrations with Microsoft Teams!

Our new connector allows you to develop formalized and managed processes to assist in introducing a level of governance and consistency around how organizations roll out Microsoft Teams.

Beyond roll out, we also help manage the life cycle of a Team, both from adding and removing team members and channels all the way through archiving a Team when it's no longer in use.

Just some of the actions we provide with our new Teams integration include:

• Create / Archive / Clone / Update a Team

• Create Channels and Post to a Channel

• Add Owners and Members to a Team

• Add links to tabs (e.g. Nintex Forms and Promapp processes)

For the full list check out the new Microsoft Teams connector category in the toolbox or read more about it on our new blog post.

New features and performance improvements

• Improved the styling for required secret inputs during connection creation/modification.

• Added the ability to submit a connection creation/update with an Enter key press.

• Added cursor focus into the first input field when creating/updating a connection.

• The connection creation/update dialog now respects the defined order of connection properties for Xtensions connectors.

Form features

• Dropdown control now supports type ahead.

Performance improvements and resolved issues

• Fixed a problem where connections could share the same name for the same connector.

• Fixed an issue in Forms, where a range validation would not apply when a field was Read-Only.

New features and performance improvements

• Added the ability to quickly view the instances of a specific workflow via the workflow’s menu – Instances option.

• Added new versions of the "Apply a regular expression" and "Query JSON" actions with the ability to validate the expression. There is a plan to deprecate the previous version of these actions. For more information read below or visit help.nintex.com.

• Updated the warning message in the workflow’s start event config when the connector in use is disabled.

Resolved issues

• Fixed an issue with the Query JSON action to now correctly return the result in a stringify JSON object.

• Fixed an issue where users cannot change who has access to a form when form variables are in use in the workflow.

How can I determine if my workflows are impacted?

Your workflows will be impacted if you have any workflows that contain Query JSON or Apply a regular expression action, that were configured before September 24, 2019.

When you edit your workflow, we will automatically assess whether any deprecated actions exist; these workflows will be identified with a warning banner on the Designer page.

If you do not have any workflows that contain Query JSON or Apply a regular expression action, no further action is required.

How do I fix my workflows?

Before January 31, 2020, you will need to apply the following steps to all workflows that use Query JSON and/or Apply a regular expression actions:

1. Identify a workflow that contains Query JSON and/or Apply a regular expression actions. Edit the workflow.

2. In the Designer, deprecated actions are identified with a warning. Open an action that has been marked with a warning.

3. Take note of your action configuration. Make the appropriate adjustments to convert the expressions from Ruby to .NET.

4. In the action toolbar, search for Query JSON or Apply a regular expression. All search results will only display the newest version of the action.

5. Drag on a new action and configure the action with the new .NET expression.

6. Delete the old version of the action.

7. Repeat the previous steps for all marked Query JSON or Apply a regular expression actions in the workflow.

8. Publish your workflow.

Repeat this for all workflows containing a Query JSON or Apply a regular expression action.

If you need more guidance on identifying workflows that may be affected, contact Nintex Support.

What happens if the actions are deprecated and I still have published workflows using the old versions of the actions?

On January 31, 2020, we will deprecate the old versions of Query JSON and Apply a regular expression actions. If you have not updated these actions before the deprecation date, your workflows will begin to fail.

What do I do if I have further questions or need assistance with this change?

Contact Nintex Support to ask any questions or to schedule a call.

New features and performance improvements

• Tenant settings - User management - Added the ability to update a user’s name for any tenants that are using the default Nintex Workflow Cloud username and password. A tenant with identity federation will still retrieve the users' name from Azure Active Directory.

• Tenant settings - Component workflow tokens - Added the ability to easily manage all component workflow tokens for a tenant; An Administrator can regenerate or revoke tokens for any published component workflows.

New features and performance improvements

• Tenant settings - User management - Added the ability to update a user’s name for any tenants that are using the default Nintex Workflow Cloud username and password. A tenant with identity federation will still retrieve the users' name from Azure Active Directory.

• Tenant settings - Component workflow tokens - Added the ability to easily manage all component workflow tokens for a tenant; An Administrator can regenerate or revoke tokens for any published component workflows.

Performance improvements and resolved issues

• General bug fixes, performance improvements, and security enhancements.

New features

Nintex Sign powered by Adobe Sign connector is now available.

• The Adobe Sign connector has been renamed to Nintex Sign powered by Adobe Sign, and Get signature action has been enhanced with new capabilities:

• Expanded Recipient Roles to offer: Signer, Approver, Certified recipient, Acceptor, Form filler and Delegator

• Added Recipient authentication modes: Email, Password, Phone (SMS), Social, Knowledge-based, Adobe Sign and Government ID

• Password protect - Completed documents can now be secured with a password

• Post Signing URL redirect - When an agreement is complete, redirect your recipient to a URL of your choice

• Multiple agreement support - Collate multiple documents in a single agreement

• CC email - Send the agreement to a user's email for informational purposes

• Reminders - Added reminder frequency options

• Days until expiry - Set a date for when the agreement will be expired

• Existing workflows that use Adobe Sign actions will automatically be upgraded to Nintex Sign powered by Adobe Sign, and will be enabled with the above capabilities for quick configuration.

Sign up to a Nintex Sign powered by Adobe Sign trial here.

New features and performance improvements

• Added support for bold, italics and hyperlinks in the workflow description.

• Updated all dropdowns in the action configuration panel, to ensure a consistent experience.

Xtensions

• Xtensions can now include information about how to validate a Connection during Connection creation or update.

• Xtensions will now attempt to refresh certain OAuth connections to prevent them from expiring. Previously, no refreshing of these connections was done, and any expired connections used at workflow execution time would cause the workflow to fail.

Performance improvements and resolved issues

• Fixed an issue where an Xtensions could not be deleted if it had too many connections.

• Ensured that the right error message is displayed in the instance details page when a workflow instance fails to start.

• Improved the performance of the workflow designer when there are a large number of variables defined in the workflow.

Performance improvements and resolved issues

• General bug fixes, performance improvements, and security enhancements.

New features

Form features

• Rule builder can now compare a control against another control (Insert tab can now access Form controls)

• Designer column improvements – The designer is now divided into six columns (previously four).

• Controls that require

  • 6 columns: Group control

  • 3 columns: File Upload, Signature

  • 2 columns: Barcode, Choice – Multiple, Currency, Date/time, Geolocation

  • 1 column: Choice – Single, Email, Image, Label, Number, Text – Long, Text – Short, Yes/No

New features and performance improvements

• Nintex Platform API: Added the Task URL to the List Tasks and Get a Task API endpoints.

• Nintex Platform API: Updated the Tasks API responses to return accurate response codes.

• Improvements around the notifications of tasks assignments and reminders. i.e. the duplication of notifications.

Resolved issues

• Fixed an issue in the Generate document action where selections were being cleared when additional templates or images were added.

New features and performance improvements

Form features

• Currency control – Collect numeric values with number formatting and currency symbol.

• Variables: Now includes the ability to create variables from over 30 different functions. Set field values using variables and functions.

• Default value inline formulas – Added new Lookup functions (e.g. getQueryStringParameter).

• Improved the performance when designing large forms.

• Increased the character limit for Options in Choice controls.

New features and performance improvements

• Added preconfigured filtered views to the Tasks list.

• Added a Refresh button to the Instances list.

• Added support for overriding properties for built-in security definition properties in Xtensions.

• Added support for defining multiple keys for API Key authentication in Xtensions.

• Added support for Azure Active Directory v2 in Xtensions.

• SharePoint Online Connector now uses Azure Active Directory v2 when establishing a connection.

• Note: Microsoft Graph still uses Azure Active Directory v1.

Performance improvements and resolved issues

• Fixed an issue in Xtensions where the error message could not be dismissed if the uploaded security definition did not match the original security type.

• Fixed an issue in Xtensions where the Accepts header was not based on the Content-Type for the request.

New features and performance improvements

• Added the ability to sort the Sequence order of the Instance activities on the Instance details page.

• Added a Refresh button to the Instance activities panel on the Instance details page.

• Updated the Instance activities panel to group an action’s start time with its corresponding end time within the same activity sequence.

• When importing a workflow, if a connection of the same type and name (case insensitive) exists in the tenant, the workflow design will automatically pick those connections when editing the workflow.

Performance improvements and resolved issues

• Fixed an issue where unchecking an option in the Alerts settings page does not apply after clicking on Save.

• Fixed an issue where users that only had the participant role could be selected in the workflow alerting settings page.

Performance improvements and resolved issues

• Fixed an issue where older variables in a workflow weren’t clickable in the variable panel.

• Fixed an issue where if there was a trailing separator such as , or ; at the end of the CC field in the Send an email action, the action would fail.

New features and performance improvements

• Authenticated Start Forms:

  • Added the ability to limit a form to authenticated users in the tenancy only, or anyone with the form URL.

  • If an authenticated user submits a form, that user can be referenced in the workflow using the “Workflow initiator” object variable.

• Added sorting capability to the Connections list.

• Updated the instance list filter for “Running workflows” to “Running last 5 days” to accurately reflect the returned instances.

• Added the ability to return all tasks in the Tasks page regardless of the status.

• The List tasks API now supports returning a list of all tasks without needing to specify a specific status.

Performance improvements and resolved issues

• Generate document action:

  • Fixed a rich text issue with misaligned bullets.

  • Fixed an issue with dynamic hyperlinks for certain hyperlinks in Word.

  • Fixed an issue that occasionally prevented strikethrough content in Rich Text fields from displaying accurately in generated documents.

• Fixed an issue where some actions' start time was showing as 31 December 1969.

• Fixed an issue where the status text on an expired Personal Access Token was incorrect.

New features and performance improvements

• Further improvements to styling and pages ensuring consistency throughout the portal

  • Updated the Connection settings menu icon in Settings

  • Styling on User management and Personal access tokens updated

Performance improvements and resolved issues

• Fixed an issue where when creating a connection, the user was not presented with a ‘Done’ option, but instead a permission change was required before the connection could be saved.

• Fixed an issue where navigating to the dashboard after a design session via the global navigation menu did not refresh the Workflow list.

• Fixed an issue where there was a slight delay in the loading indicator when navigating to the designer.

• Removed the Reset password process for federated tenants.

New features and performance improvements

• Send an email – Added the ability to set a ‘Reply to’ email to ensure that any responses can be sent to a defined email address.

• Added the ability to sort on the columns in the Workflows list.

Form features

• Form based Task – Additional Outcome controls can be added from the toolbox. All Outcome controls on a form are linked, where a selection in one control will be mirrored across all Outcome controls.

• Form based Task – Workflow variables, including Start Event Variables, are now available in the toolbox.

Performance improvements and resolved issues

• Fixed an issue with the Salesforce – Query record action, where if the Salesforce object had an excessive (500+) number of fields, the action would fail.

• Fixed an issue where if a connection's permission had the same person specified in the Owners and Users fields, then that person could not be removed from the Users field.

• Fixed an issue with the link to the Default file storage page for the connector on the Connector availability page.

• Fixed the alignment of icons in the left-hand navigation.

New features and performance improvements

• ServiceNow Connector: Add create, read, query, retrieve, and delete record actions to workflow for the following tables:

  • Catalog Item

  • Catalog Item Category

  • Catalog Items Catalog

  • Request

  • Requested Item

  • Task

  • User

• Improvements made to the overall portal user experience including navigation, content pages, and settings. Noticeable improvements include:

  • Lists now load once and brings back delta changes instead of reloading each time.

  • Workflow list, updated the Manual start form to render fields according to their types – i.e. date time field, Yes/No.

  • Workflow list, the Description column has been removed and now will display below the workflow name.

  • Instance and Tasks list, the filtering control has been updated.

  • Connections, adding a new connection now opens a new window to complete the connection creation process.

  • Alerts and Connection settings, save and cancel options have been added.

  • Connector availability, rearranged the layout of the connector’s availability toggles.

  • Connector sorting, interaction of reordering the Connectors has been improved.

  • Progress indicators when things are happening

  • Better error handling and success messages when a sync saves/deletes happen

• Date time variable types can now be created without the need to specify a default value.

• Notification of the upcoming Default EFSS deprecation added to the Default file location settings page. For more information, click here.

New features and performance improvements

• General bug fixes, performance improvements, and security enhancements.

New features and performance improvements

• Branch by value action has been updated to support evaluating an integer variable.

• Updated the Query JSON action to support array slicing, current-object references, filter and script expressions.

• Added support for YYYY-MM-DD HH:mm:ss format in the Convert date to string action.

• Assign a task’s Express approval can now limit who can respond to the Task email.

Forms features

• Task Form - Default Value property can now accept Workflow variables.

• Date/time control can now restrict dates in the past.

Help files

• The Nintex Workflow Cloud online documentation has been updated with a new look and feel, which makes it easier to navigate and read. Check it out here.

New features and performance improvements

• Added support for tenants that have federated with Azure Active Directory, when a user’s UPN is not the same as their email address.

• Improved the loading speed of the workflow action toolbox.

Forms features

• Regional settings support

  • Regional settings will be inherited from the browser. This will pass the date/time to the workflow in UTC format.

  • This feature is supported with the date/time control and the number control (decimal place separator).

• Default value in config panel

  • Email

  • Number

  • Text - Long

  • Text - Short

  • Choice - Single

  • Yes/No

  • Date/time

• Messages can now be customized in the following properties:

  • Required

  • Minimum/maximum files error message, and

  • Non-supported file format

  • Range validation

• Custom Multipage button text

  • Next/previous button text can now be changed.

Resolved issues

• Fixed an issue where a user is unable to select a file variable in EFSS actions.

• Fixed an issue where if a variable that already has a value is used in an action’s output field to store a newly retrieved value, the variable's previous value would remain if the retrieved value is empty or blank.

Performance improvements and resolved issues

• General bug fixes, performance improvements, and security enhancements.

New features and performance improvements

• Collection actions – Check if item exists in collection now returns the matching index if a match is found.

• General bug fixes, performance improvements, and security enhancements.

Resolved issue

• Fixed an issue where on saving a large Form configuration, the Workflow became unresponsive.

New features and performance improvements

• New connector – Azure Active Directory Administration.

  • Design and automate user provisioning with: Create user, Update user, Assign manager to user, and Disable/enable user.

• Included the category of the action when searching in the action toolbox. Each action’s category name is also displayed in the configuration panel.

Forms features

• On Submit Rules – This feature allows custom validation rules to be displayed when the form is submitted.

• Long Text control now includes an 'auto-grow' option.

• Updated the default font and system font to Open Sans for easier readability. Lato is still available for existing forms.

• Yes/no control in Toggle mode now includes the ability to set the layout to horizontal or vertical.

Resolved issues

• Fixed an issue where if a value retrieved from a collection was stored into a Boolean variable, it would be invalid, causing conditions to always evaluate to false.

• Fixed an issue in the Call web service action to now store response values in a valid JSON string format.

New features and performance improvements

• Connection governance

  • Added a new page ‘Connection Settings’. At a tenant-wide level, Administrators can now determine which user roles can create connections, and which user roles can assign permissions for connections.

  • In the workflow designer at connection creation time, and in the Connections page, permissions can be assigned to users on a connection by connection basis. Users can be assigned Owner level privileges (Assign permissions to other users, edit, delete and use the connection) or User level privileges (use the connection in a workflow design only).

• Updated the variable panel, to close both variable and action config panel when clicking on the designer canvas.

• Added support for converting values to number or integer that have comma and spaces. i.e. 1,000, 000 will be 1000000.

• Added the ability to evaluate start event variables and variables to determine if they contain a value.

• Members of an Azure Active Directory connected to Nintex Workflow Cloud that authenticated into a tenancy with participant level permissions are now listed as users in the user management listing.

Resolved issues

• Fixed an issue where copying and pasting text from one action to another adds additional space into the copied value.

• Fixed an issue where variables could not be inserted into the Subject and Message body of customize emails for Reminders and Escalation within the Assign a task action through the variable panel.

New features and performance improvements

• Improved variable experience when designing workflows – ability to insert and manage variables with the panel being next to the action configuration. With the panel being active next to the action configuration, insert variables with ease by selecting the field that you want to use them in.

• To quickly look for a variable, search capability has been added to the new variable panel.

• Updated the styles and Nintex logo used in the platform to reflect the latest Nintex brand updates.

• Create support ticket – Creating a support ticket now also generates an export key, and accepts comments and screenshots.

Resolved issue

• Connection creation – Updated the message displayed when a connection creation attempt is discontinued.

New features and performance improvements

• Nintex Xtensions – To assist with developing Xtension based actions, when a workflow’s assigned use is set to ‘Development’, a detailed error message is displayed in the instance details page for Xtension actions when they fail.

• Document Generation – Increased the template limit for Single PDF File Generation type to 50.

• Document Generation – Included the ability to store the files generated into a Collection variable.

• User Management – Search and filtering capability is added to Settings' User Management page.

• SharePoint Online connections – Improved the experience of configuring the SharePoint site URL.

• Geolocation control – The Geolocation control allows a user to automatically populate their current location into a geolocation control.

• Rule builder - Else condition has been added, which will allow users to ensure an alternative form behavior occurs when a rule condition is not true.

Resolved issues

• Fixed a styling issue when a category name in the toolbox was wrapping to the next line.

• Fixed styling issues when loading the What’s new panel.

New features and performance improvements

• Users in an Azure federated NWC tenant are now automatically granted a participant role when logging into the Nintex Mobile App or an App created via App Studio. This will allow users to easily respond to tasks from within the Nintex apps without needing to be explicitly added into the NWC tenant as a user.

• Updated the variable representation within the workflow action configuration to show the variable type making it easier to identify the type of variable used within your actions.

• Extended the ‘Apply a regular expression’ to include a new Replace operation.

Resolved issue

• Fixed an issue where some Zendesk New and Updated ticket events were duplicated, causing workflows to execute twice. Re-authenticate all Zendesk connections to receive the update.

New features and performance improvements

• Box Connector – Where applicable, Box actions now accept File or Folder ID alongside object paths, and also store the File or Folder ID for use in later actions.

• Assign a Task – Form variables are available in the Nintex Document Tagger for Document Generation.

New features and performance improvements

• Designer – Updated the “Assign a task” action with support for Form based tasks. In addition, “Assign a task” and “Express approval” actions have been consolidated into a single action. Read more about it here.

• Box Connector – Added a new Lock/Unlock a file action to allow the lock and unlocking of files.

• Session behavior has been updated to sign you out after 2 hours of inactivity. However, 5 minutes prior to this, you will be provided with an option of renewing the session.

Forms features

• Barcode – The Barcode control allows you to add a barcode scanner to your form to be used in Nintex Mobile (This control will render as a text box in web).

Resolved issues

• Ensured that long start variable names and their value fit within the viewing area of the instance start data panel.

• Updated the error message displayed when a workflow could not successfully make a request back to the specified callback URL.

New features and performance improvements

• Designer – Added a new action to convert a value to a specific workflow variable type. You can now convert a 'number' value stored in a text variable to a number variable type.

New features and performance improvements

• Designer – Allow comparison between integer and decimal variables within actions that support conditions.

• Component workflow – Values sent at time of workflow start will convert to the start event variable type where possible; For example, sending string value ‘true’ to a start event variable of Boolean type will convert the string value to a recognized Boolean value of ‘True’.

• Portal – Instances of deleted workflows are now no longer included as part of the default view. To include them, check the “Include deleted workflows” option.

Form features

• Signature control

  • This control allows you to sign on a form using either web or Nintex Mobile. The signature will be passed to Nintex Workflow Cloud as an image. This will allow you to place the signature into a document with Document Generation.

• Label control

  • Deprecated the Heading control. Headings can now be created in the Label control.

  • Deprecated the Rich text control. Rich text can now be created in the Label control.

  • The Label control (Previously Rich Text) can now be resized using the Shrink/Expand buttons.

• Rules enhancements

  • Increased the number of WHEN conditions to 15.

  • Increased the number of THEN conditions to 15.

  • Increased the number of OR conditions to 15.

  • If the control title and variable name are not same, the rule builder will show the variable name in the control selection e.g. First Name (txt_firstname).

  • Added Is empty for Date/Time, Email, Number, Text – Long, and Text – Short.

  • Added Is filled for Date/Time, Email, Number, Text – Long, and Text – Short.

Resolved issue

• Fixed an issue where some workflows were failing with "Invalid variable error" when attempting to attach files to a Salesforce record.

New features and performance improvements

• Portal – Introduction of a What’s new panel to inform users on new features, improvements, announcements and releases.

• Portal – Updated the top navigation by collapsing Help, Feedback and What’s new options into a single shared dropdown menu.

• Portal – The subscription and trial status for a tenant has been updated to provide better clarity on the state of the tenant and the time remaining until expiration.

• Designer – Navigate the workflow designer by clicking and dragging on the empty workflow canvas area.

• Designer – Reordered the Nintex category to the top of the Connector dropdown in the start event configuration.

• Designer – Added the ability to store an item in a file variable when looping through a collection of files.

• Xtensions – The actions in an Xtension category within the toolbox are ordered as defined in the swagger definition.

• Building on the recently released feature of including the instance start data on the Instance details page; it has now been enabled for all start events, namely Nintex Form start events with form attachments.

• Docusign – Updated fields in the DocuSign Get signature action; the Recipient and Message fields are now optional when using a DocuSign template, to cater for when templates already have these values.

New features and performance improvements

• Portal – Workflow instances executed from this release onward will show the start event data that started the workflow within the Workflow instance details page.

• Designer – The ability to quickly expand or collapse all container type actions, i.e. Action set, Loops, Branching actions, Express approval.

• Designer – Enabled variable typeahead support in actions that have a query builder, e.g. Branch by condition, Run if, Query a record, etc.

• Added action execution retries if an EFSS account errors due to “Too many requests”.

Form features

• Group control – This control allows you to put multiple controls into a group so you can hide or show through rules. The group control can also include a border and heading with rich text.

• Space control – This control allows you to put a space in a row or next to other controls.

• Resize – This feature allows you to resize a control if it is next to another control.

Resolved issues

• Fixed an issue where workflows were failing with an expired or invalid variable error when a Dropbox or Salesforce File variable was used in subsequent file actions.

• Designer – Fixed an issue where copying and pasting some actions causes the workflow designer to freeze.

• Designer – Updated the loading indicator when checking the name of the workflow at time of save and publish.

New features and performance improvements

• Designer – Added variable typeahead for date time field.

• Designer – Added additional informational help text to path pickers, informing users that the path picker field displays 200 items per selected directory.

Resolved issues

• Fixed an issue where values in the path field are cleared when a changing a Connection.

• Fixed an issue where a user can copy and paste variables into fields where the variable type is not allowed.

• Fixed an issue where error messages returned from non-English services were returning “\xC3" from ASCII-8BIT to UTF-8.

• Fixed an issue where uploading a file to SharePoint with special characters in the file name caused the workflow to fail.

New features and performance improvements

• Designer – Added variable typeahead for integer and decimal fields.

• Designer – Improvements to field validation on email fields.

• Increased retries around workflow action execution when specific errors are encountered.

• Slack connector – Improved the error messages that are displayed when a Slack action fails during workflow execution.

• EFSS Connectors – Updated the Path fields to handle nuances of when '/' is appended or not appended when constructing a path to a folder.

• EFSS Connectors – Updated all Path fields to use the path picker which enables easy directory browsing from within the designer.

Form features

• Multipage - this feature allows you to break up a large form into multiple steps. Each page will load asynchronously to ensure the form loads quickly.

Resolved issues

• Fixed an issue where clicking on the highlighted variable when using type-ahead will not insert the variable.

• Fixed an issue that prevented workflow instances from displaying for deleted workflows.

New features and performance improvements

• Box Actions – Enhanced Share file link to include Access level, to enable the limiting of access to generated links. To use this new functionality, drag on a new Box Share file link action to your workflow.

• Box Start Events – Extended the Box Update metadata event to "Allow concurrent workflows on a single item". When enabled, it allows simultaneous instances of a workflow to run on the same Box item.

• Designer – Improved the load time in the folder picker control when navigating through folders.

• Designer – Workflow actions that use the default file location shows a message if a default file location has not been specified within the tenant settings.

• Execution – When evaluating a variable that has a NULL value (conditions), the condition will evaluate to false instead of failing the workflow.

• Execution – Updated error messages when operating on a variable that has a NULL value to clearly inform users that the operation cannot be completed due to an empty value. i.e. Adding time to an empty date variable.

• Azure Active Directory Single Sign-on – Organizations with an Azure Active Directory connection can request to add additional email domains to their connection via a customer support request.

Resolved issues

• Share workflow – The people picker now only displays users with Administrator, Designer, Developer roles.

• Variables – When setting a long default value for a variable, the value now breaks onto a new line and no longer scrolls out of the variables modal.

• Designer – Fixed an issue where a where an unconfigured action placed within a container action (Action set, Run if, etc.) that has been disabled, did not allow the workflow to be published even if all the enabled actions were configured correctly.

Resolved issues

• Fixed an issue where large content sized emails would cause the workflow to fail.

• Fixed an issue where Boolean variables was returning true/false when used in Send an email action. Now updated to use Yes/No.

New features

• Added the ability to rename user defined variables.

• Box Connector – Added a new action to manage folders:

  • Box Move folder.

• New Nintex branded spinners applied to the workflow designer.

Performance improvements

• Improved the save and publish workflow experience. The workflow name check is carried out at the time of entering it. Values are retained in the save / publish dialog if an error occurs at time of save / publish.

• External start workflow is renamed Component workflows.

Resolved issues

• Fixed an issue where HTML encoding used in “Create a text string” action wasn’t being formatted correctly when used in “Send an email” action.

• Fixed an issue where the “Apply a regular expression” action was failing due to encoding.

New features

• Designer experience – Introduced the ability to add inline variables by typing [[ and selecting the ....

• Actions that have a condition builder now support up to 10 conditions. i.e. For each, Branch on condition, Run if, Start a loop, Query record, etc.

• Added the ability to select and terminate multiple workflow instances within the Instance list page.

Form features

• Rich text control - the text can include bold, italic, underline, add/remove link, heading text, numbered list, bulleted list, and increase/decrease indent.

Performance improvements

• Improved the action toolbox search to return actions that match the exact search terms.

• Box Connector – Enhanced the ability to interact with files and folders:

  • Update folder details

  • Add comment to file

• Improved EFSS Start Events to provide a more consistent experience when switching between Connectors.

Resolved issues

• Fixed an issue where placing the End workflow action in a parallel branch causes the workflow to go into an infinite loop.

• Fixed a bug for supporting parenthesis in file names in EFSS connectors.

New features and performance improvements

Workflow features

• Identity federation – Organizations can now connect their Azure Active Directory to Nintex Workflow ....

• Box Connector – Added a new action to manage folders:

  • Box Delete folder.

• SharePoint Online Connector – Added new actions to support file retrievals:

  • Get a file – Retrieve a file from a SharePoint document library.

  • Get attachment names – Retrieve all attachment names for a SharePoint list item.

  • Get attachment by name – Retrieve an item's attachment from a SharePoint list.

• Workflow instance error alerting – Once enabled, email alerts will be issued when a workflow instanc...

• Nintex Platform API – Users can make requests to the Nintex Platform API to interact with workflows,....

  • The Developer Portal and API explorer is available at

    https://developer.nintex.com

  • Nintex Workflow Cloud users with the "Administrator" or "Developer" role can generate a personal access token for use with the Nintex Platform API.

New features and performance improvements

• SharePoint Connector – Added new actions to support files:

  • Store a file – Store a file into a SharePoint document library.

  • Add attachment to an item – Add attachment to a SharePoint list item.

• Box Connector – Updated Get file metadata action to also retrieve Created by and Modified by file properties.

• Xtensions – In addition to storing output files into File variables, File output picker now allows users to select an EFSS Connector and location to store the returned files.

New features and performance improvements

Workflow features:

• Replaced "Copy" text buttons with an icon button, and added a "Launch URL" button for immediate navigation.

Resolved issues

• Fixed an issue where Salesforce was absent as a storage destination from Docusign's Store signed documents action.

• Fixed an issue where Salesforce Formula fields was not being processed successfully.

New features

Workflow features

• Connections – Added the ability to rename and re-authenticate Connections.

• Document generation – Added support for the selection of file variables in the template picker contr...

• Governance – Added the ability to sort connector picklists and toolbox groups based on how they are sorted in the 'Action and connector sorting' page.

• Box Connector – Added 'Created by' for all Box new and updated start events, and 'Modified by' for U....

Form features

• Image control now supports HTTP protocol.

Performance improvements

• Document Connectors – Updated the ability to browse the folder directory within the Path field in the Get folder contents action for:

  • Box

  • Google Drive

  • Dropbox

  • ShareFile

  • OneDrive for Business

• Workflow designer – Improved the search and the order of results for the workflows action toolbox. I...

Resolved issues

• Fixed an issue where the flyout menu of a workflow action takes on the context of another workflow action.

• Fixed an issue when copying and pasting actions in nested containers (Action set, Loops, Run ifs) where actions are un-editable or have not been copied correctly.

• Fixed the positioning of the loop icon on the designer for the “Start a loop” and “Loop for each” actions where it was overlapping on other elements when viewed in the smallest size.

• Fixed an issue where Twilio connections could not be created in the designer.

• Twilio connection – Removed Sandbox option from connection creation.

• Adobe Sign – Prompt user for login details when creating connections.

• Fixed an issue where a JavaScript error may appear in Preview mode, if a references a deleted control.

• Fixed an issue where a rule may become invalid when setting a heading style in a rule.

• Fixed an issue where a Nintex Workflow for Salesforce form may not send Context information to the workflow.

New features and improvements

Workflow features

• Box Connector – Added a new ‘File metadata update’ start event. Create workflows that start when the...

Important: To use the 'Box - File metadata update' start event, create a new Box connection, as the connection requires updated permissions.

• Workflow Designer - Added a Remove all & Replace all assistant, to quickly action variable references associated with deleted Form controls.

• Workflow Governance - Added administrative feature to customize workflow action and connector order.

• Workflow Governance - Added administrative feature to turn connectors on or off.

Form features

• Easily convert a string based control from one to another (Email, Short text, Long text, Single choice)

• Date/time picker improvements

  • View 10 years at a time in year selector

  • Scrollable selection (Year, Month, Hour, Minute, AM/PM)

  • Today button to show today's date

• File upload improvements

  • Files will upload on submit

  • Confirmation message on file delete

  • Default file types in designer (Documents, Images, and Compressed files)

  • Custom file type no longer requires a period

• Support autocomplete on form fields

Resolved issue

• Fixed an issue where the single instance locking (where "Allow concurrent workflows on a single item" is not checked) does not release the lock after the workflow has completed which then stops new events from starting a new workflow instances.

New features and improvements

Workflow features

• Improved the connection selection experience within the workflow action where the last used connection is automatically selected when configuring a new action for the same Connector.

• Share a workflow – A designer or administrator can share a workflow with other users. All existing workflows by default will be shared with all users in a tenancy. Users without access to a workflow will not be able to see the workflow in the list page, associated tasks, or associated instances. Administrators can access all workflows.

• Import workflow – When importing a workflow that have “Call a workflow” actions, the workflows are remapped if the name of the referenced workflow exists in the same tenant.

• Workflow designer – Optimized the vertical spacing between workflow actions on the canvas

Resolved issues

• Fixed an issue on the License and Subscription page where names with special characters were not displayed correctly.

• Fixed an issue where when renaming a workflow action in Firefox the editable region extends beyond the workflow action.

New features

Workflow features

• Nintex for Salesforce – Design, manage and track Nintex Workflow Cloud workflows directly within your Salesforce tenant.

• Nintex Form variables – Added helper text when using a “File upload” control in Nintex Forms

  ** Nintex Mobile support for file attachments is planned for release on 11/23.

• Nintex Workflow for Box – Removed the unused Form field variables table from the designer.

• Connection management – Added a folder picker for Default storage location.

• Designer – Updated the loop icon for Loop for each and Start a loop actions.

• Designer – Improved the action configuration layout for all actions that use the Condition Builder.

• Tasks – Emails can be now customized for any escalated tasks, in addition to the original task email and reminder emails.

• Tasks – Improved the task override experience.

• Salesforce – Added support to output file (attachment) ID in the Attach a file action.

Form features

• File Upload control

• Form Load rules now support reading query string parameters in the WHEN condition

• Heading control now supports vertical alignment

• Heading control now support divider line

Resolved issues

• Tasks – Fixed an issue where Task actions appeared configured even though the Message body fields were empty.

• Tasks – Fixed an issue where completed custom email configuration cards were not showing as configured.

• Tasks – Fixed an issue where custom escalation footer preview was showing incorrectly

• Designer – Fixed an issue with imported workflows, where the Start event's introspection was failing for Salesforce and Microsoft Dynamics CRM.

• Xtensions – Fixed an issue where the Connections field was being unnecessarily updated when many file input controls existed.

• Get signature – Fixed an issue where the execution would always fail without a default storage location, even though a collection variable was not assigned to Signed files.

• Copy and Move a file actions – Fixed an issue so that Store new path will always return the full file path.

• Forms – Fixed an issue where the Google reCAPTCHA popup would not fit into a small embedded form

New features

Workflow features

• Tasks – Added support for the creation of custom email messages for task assignment and reminders.

• Document Generation – Added support for images when generating documents.

• Designer – Improved the loading time of the workflow designer.

• Designer – Improved the loading time of the connection creation dialog when creating connections within the designer.

• Designer – Added helper text when using the “Nintex Workflow for Box” start event.

• Nintex Xtensions – Improved the UI configuration of file inputs for custom actions.

• EFSS – EFSS Move and Copy actions now support returning the file path.

Resolved issues

• Workflow List – Fixed an issue where if a Published workflow had a draft and was Paused, the draft version would be removed from the Workflow list.

• Designer – Fixed an issue where when editing a branch label name there is a lag that causes newly entered characters to disappear.

• Designer – Fixed an issue where action configuration gets cleared when reconfiguring an imported workflow.

• Designer – Fixed an issue where when attempting to evaluate an empty/null variable that has been retrieved from Salesforce with the Branch by condition action, the workflow will fail.

• Box Connector – Minor UI fixes for Box metadata actions.

• Tasks – Fixed an issue where negative reminder times caused multiple task assignments.

• Tasks – Fixed an issue to where a negative subsequent reminder interval lead to high volume reminder emails.

New features

Workflow features

• Nintex Workflow for Box

  • Box users can now start and view workflow status on a file from the Nintex Workflow for Box app.

  • New start event – create a workflow that can be started from the Nintex Workflow for Box app.

• Workflow designer – Added the ability to toggle the size of the actions on the designer canvas.

• Workflow designer – Adjusted the default size of the workflow actions.

• Workflow designer – Improvements to the load sequence and layout of the workflow designer.

• Workflow designer – Updated the action label name change to ensure the active textbox was within the action

• Connections – Create connections directly within the workflow designer.

• Context variables – Added the Workflow Name and Workflow ID as a field that can be used in a workflow action configuration.

• Tasks – Added support for task due date & reminders.

• Instances – As the “Running last 5 days” shows workflows initiated in the last 5 days, updated the label to “Initiated last 5 days”.

• User Management – Updated the Nintex Mobile role to Participant. This is to be more reflective of user's who interacts with workflows, as we roll out new workflow participant capabilities.

• Files – Added support for ShareFile as a default file storage location.

• Files – Added support for Microsoft One Drive as a default file storage location.

Form Features

• Submit button is now in the Action Panel (Footer element)

• Action Panel includes Google reCaptcha support

• Action Panel allows Submit button to be renamed

• Action Panel allows custom redirect URL

• Single Choice control now supports Read only in config panel and rules

• Multiple Choice control now supports Read only in config panel and rules

• Text mask for Short text control

• Variables

  • Customize the name of a workflow variable

  • Readable IDs for doc gen

  • Auto generate workflow variable name controls with the same title

• Rules

  • Form Load rules (Set default values/properties)

  • Rules builder UI update (Moved out of a modal to match styles)

  • Added rules operators

    • Short text (not equals, does not contains)

    • Long text (does not contains)

    • Email (contains, does not contains, ends with, does not ends with)

    • Multi choice (selection includes, selection does not includes)

Resolved issues

• Fixed an issue where if a workflow instance was Terminated, there was no user feedback to show that the instance was in the process of terminating.

• Box metadata actions - allow to get custom metadata with the same key as template metadata.

• Fixed an issue where importing a workflow with Set Variable (file) action causes configuration completion check to break in that action

• Fixed an issue where a date variable for task due date errors out workflow.

• Fixed an issue where Express approval action layout had Approve/Reject switched in outcomes.

• Fixed an issue where an imported workflow with a Salesforce start event workflow errors.

• Fixed an issue where the Assign a Task escalation was being logged as Express Approval escalation in instance details.

• Fixed an issue where a workflow imported by a user with an apostrophe in their name shows ampersand encoding in workflow `Edited by` field.

New features

• Nintex Xtensions – Custom actions now support files. Custom actions can now transfer files as a stream, as a Base64 encoded string, or as a file reference.

• New action: Box Set file metadata – Append or update Enterprise Metadata and custom attribute values for a file.

Performance improvements

• Box Get file metadata – Added support to specify Enterprise Metadata or custom attribute fields to retrieve data from.

• Express Approval – Added the ability to customize the email message's footer, by allowing the system-generated footer to be disabled.

• Tasks – Added support to toggle a task email footer on/off and show a preview of the footer to the designer.

• Adobe - Added the ability to output signed files into a Collection.

• Adobe – Added support for a metadata selection for output in the Get Signature action.

• DocuSign – Added support to output signed files into a Collection.

• Designer - Added support for converting datetime values into a specific time zone.

• Document Generation - Added support for dynamic merge type values based on template format.

Resolved issues

• Salesforce Connector – Fixed an issue where Start event variables could not be added.

• Rich Text Editor - Fixed an issue where a large number of variables in the Rich Text Editor was causing unexpected variable substitutions.

• Tasks – Fixed an issue where Express Approval and Assign a Task tasks did not appear in Mobile app if they are escalated.

• Tasks - Fixed an issue where Express approval action layout had Approve/Reject switched in outcomes.

• Tasks - Fixed an issue where the email footer was included in Invalid Response/Task Escalated notification.

• Import/Export – Fixed an issue where Importing a workflow with Set Variable (file) action caused configuration completion check to break in that action.

• Import/Export – Fixed an issue where a workflow import done by a user with an apostrophe in their name resulted in a ampersand.

• Salesforce – Fixed an issue where an imported Salesforce start event workflow errors on object introspection.

New features

• Nintex Forms for Nintex Workflow Cloud – Added support for an anonymous form entry in a responsive design providing the ability to custom brand and embed forms into web pages or mobile application with a variety of new form controls including - images, headings, date/time, text, single choice, multi-choice, yes/no and number.

• Document Generation – Added support for multiple templates, conditional inclusion of templates, merge types and support for multiple file outputs.

• Assign a Task – Added a new task action called “Assign a Task” that will provide designers with a single outcome task to utilize.

• Files – Added support for the use of file collections in 'Express Approval' and 'Send an email' actions.

• Files – Added support for the use of file collections in the Store a File EFSS actions.

• Adobe Connector – Added support for multiple recipients/signers in the Adobe Get Signature actions.

Performance improvements

• Express Approval – Improved Express Approval default text insuring the default text size and font to have the same font as the email font.

• Express Approval – Moved task outcomes field to the outcomes section in action config.

• Designer – A connection is automatically selected when there’s only one connection of the Connector available in the tenant.

• External start – Streamlined and simplified the publish and contextual dialogs.

• Salesforce Connector – Updated the user experience when adding fields to the action configuration. Now able to filter and add multiple fields at a time.

• Microsoft Dynamics CRM Connector – Updated the user experience when adding fields to the action configuration. Now able to filter and add multiple fields at a time.

• EFSS Connector – "Copy a File" actions now have consistent path field "ghost text".

• EFSS Connector – Improve path behavior in Copy/Move file actions to enable the use of either a fully-formed path inclusive of filename/extension, or a directory path which only indicates the target folder location.

• DocuSign Connector – Improved the DocuSign experience by signed files to a collection as an output variable.

• Adobe Connector – Improved the store output picker so that a designer can capture additional output metadata in the Adobe Get Signature action.

Resolved issues

• Nintex Xtensions – Fixed an issue in the specification import process, where a validation error was not reset once the specification had been corrected/updated.

• DocuSign Connector – Fixed an issue in the DocuSign Get Signature action where an invalid recipient could be added.

• Dropbox Connector – Fixed an issue where deleting a Dropbox Business member who was being used in default EFSS connection irrecoverably broke a default EFSS page.

• Dropbox Connector – Fixed an issue where a Dropbox for Business Store a file action file picker failed to retrieve folders.

Note: With the introduction of Forms for Nintex Workflow Cloud, workflows built with the legacy Public web forms or Nintex Mobile start events will continue to run and will remain editable. However, we have deprecated these as options, and they will no longer be available to select from as start events when creating new workflows.

Performance improvements

• The instance activities table – Additional details such as the branch route that the action took, is now added into the into the instance activities table without a 'Status' or 'Start time'. Each activity in the table that has a 'Start time' now has a corresponding 'End time'.

• Call a Workflow action – When a parent workflow is terminated, related child workflows also terminate. If a child workflow configured to complete before the parent resumes is terminated, then the parent will also terminate.

• Adobe Sign – Improved the Get Signature action with the grouped action configuration panel.

Resolved issues

• Nintex Xtensions – Fixed an issue where icons were not displayed in Microsoft Edge.

• Box Start events – Fixed an issue where a new file event triggered but a file wasn’t returned.

• File picker control – Fixed an issue where activating/typing into a file picker field and quickly closing the action config panel was causing the designer to lockup.

New features

• File Management – Added actions to “Store a file” and “Get a file” for each EFSS Connector.

• Salesforce – Added the ability to get a file from a Salesforce record. This will augment the “Attach a file to a record” feature provided previously in R28.

• Designer – Added the ability to group workflow actions using the Action set. There’s also support for notes, to assist with adding descriptive context to the workflow actions grouped.

• Designer – Added the ability to collapse and expand workflow actions – manage navigating large workflow designs by collapsing and expanding branching and containerized workflow actions. In addition, the collapse and expand state of an action is retained on save and publish.

Performance improvements

• Instance Dashboard - Updated the labelling status of workflow instances from ‘Running’ to ‘In progress’ on the instance list. Also, removed the different colors of status for workflow instances and only retaining red for failed workflow instances.

• Instance Dashboard - Updated the labelling and styling of the instance details page.

• Designer - Updated each EFSS to ensure consistent access to a file and folder picker experience in all “path” configuration fields.

• Designer - In the workflow designer, improved the variables modal to support inline selection of default values and output checkbox.

• Designer - External start will now show default file storage location requirements/warning/info text for file variable use.

Resolved issues

• In SharePoint Query action, fixed the bug where ‘Condition’ was not refreshed when connection / list is cleared.

• Some modal dialogs were appearing blurry – this is now fixed.

• Fixed an issue where the ‘Action name’ column on the instance details page was showing the action’s default name instead of the customized names.

• Fixed an issue that allowed a workflow with a Call workflow action configured with a that has been deleted or paused workflow to be published.

• Fixed a problem where in some cases special characters were breaking request payloads in Xtensions causing the request to fail.

• Fixed an issue with Adobe Store Signed output filename format. Now allows a handle to the file.

• Fixed an issue where old Express Approval actions were failing.

New features

• Salesforce - Added the ability to pull a file from a Salesforce record.

New features

• Azure AD Connector – Added the following new actions

  • Get user details – retrieve various details about a user by providing their email address

  • Get manager details – retrieve a user’s manager by providing their email address. Great for escalation use cases.

  • Query users – retrieve a list of users email addresses based on the condition/s.

• Salesforce – Added the ability to attach a file to a Salesforce record.

• Context variables – Added the Workflow instance ID as a field that can be used in workflow action configuration. This will allow a user to build a link back to the instance detail page.

Performance improvements

• Files – Added a file as a start event variable in each EFSS start event. This will make managing the easier and save the designer an unnecessary step of creating in the design canvas.

• Designer – Updated the Add field interaction for the SharePoint Connector.

• Export / Import – added the ability to export and import draft workflows.

• Xtensions – Adding text to the description parameter of a property in the custom action definition will use that text as watermark/user guidance text in corresponding text, integer and decimal fields in the workflow designer action configuration.

• External Start – Added support of a single file variable as a part of each external start event.

Resolved issues

• Fixed an issue where if the Log to instance details action was disabled, it will still be executed.

• Fixed an issue where a 'Call a workflow action' imported in a workflow into a different tenancy was not reset to un-configured.

• Fixed an issue that in the DocuSign get signature action that didn’t handle special characters in file path.

• Fixed an issue where active-escalated tasks couldn’t be overridden in task-search page.

• Fixed an issue where a task wasn’t being terminated when workflow/instance was deleted/terminated if the task is in active-escalated status

New features

• Task Expiration – Added the ability to configure a task expiration date along with a choice of two options at expiry:

  • Escalate – Allow the designer to configure an escalation assignee email address. When escalated both parties can respond and complete the task.

  • Complete the task with a default outcome.

• Designer – Added the ability to disable actions in the workflow designer which allows a designer to selectively choose which actions are ran during workflow execution. Especially useful when debugging and troubleshooting workflows.

• Call web Service action - Added support for PATCH in the Call web service action.

Performance improvements

• SharePoint Connector - When retrieving Person or Group type columns, in addition to the ID, the email address can be returned when using the SharePoint Connector - Retrieve an item (excludes fields which allow selection of People and Groups).

• EFSS Start Events - A file variable will now be created at the start event for each EFSS “New File” start event.

Resolved issues

• SharePoint Connector retrieve and query actions now supports a list name that contains reserved characters.

• Fixed an issue where the Add fields section now displays "No connections available" instead of "An error occurred" when the site is changed.

• Fixed an issue where a child workflow fails with a non-descriptive message if the parent workflow is terminated.

Performance improvements

• Improved the speed and responsiveness of the workflow designer when copying large sets of actions

• Improved the speed and responsiveness of the workflow designer when configuring actions in a large workflow

• Updated the Generate document action with sections to provide greater clarity on input and output fields when configuring the action

• Nintex Xtensions vendor extension x-ntx-query-builder now supports static schema

Resolved issues

• Fixed an issue with SharePoint Online Connector actions where if list is selected and then Site URL is changed then the lists doesn’t get refreshed.

• Fixed an issue where DocuSign Get signature output variables were not rendering correctly in the instance page.

• Fixed an issue where workflows starting on an enterprise file sync and share new file event may get triggered inadvertently when using the same connection.

New features

• Nintex Xtensions framework – Users have the ability for create custom actions in their tenancy by defining API operations in a Swagger/OpenAPI file, and uploading it via the custom connector portal.

• New action: Generate document – Users have the ability to generate documents based on templates using workflow data

• Files – Users will have the ability to use file variables in all “copy a file” actions for each EFSS. This will allow the designer to copy/store a document into all supported EFSS connector.

• DocuSign Files – Users will now have the ability to push documents into Salesforce via the "Store signed document" action.

  • This feature supports attaching a file to a specific SFDC object otherwise known as "Attachments". Attachments are an object on their own, but must be associated with another object. Users will be able to attach a document within a workflow to the following SFDC objects:

    • Account

    • Asset

    • Campaign

    • Case

    • Contact

    • Contract

    • Event

    • Lead

    • Opportunity

    • Solution

    • Task

  • Files - Get metadata about DocuSign documents. Once a document is signed, users can pull information about the document to store or use elsewhere within the workflow design.

Performance improvements

• Updated the workflow instance details page to include logic and flow actions in the instance activities list. This now provides an increased verbose-ness when the action started, path taken and completed

• Updated the “Branch by stage” action to reserve the term ‘exit’ when defining stages. In addition, you can now exit the state machine by implicitly specifying ‘exit’ as a value in the variable that the ‘Change stage’ action is configured to use.

• Introduced the concept of continuous scrolling in the Instances list.

• Updated the License and subscription page to include document generation entitlement and usage.

Resolved issues

• Fixed an issue where the radio button was misaligned in some action configuration

• General bug fixes, performance improvements, and security enhancements.

New features

• You can now add multiple recipients to sign a DocuSign document and elect to enforce the signatures are signed sequentially based on the order of the recipients specified.

  • Recipient order is based on the order they are added in (first recipient added is 1, second added is 2, etc.). If the user wishes to reorder recipients, they must manually delete recipients and re-add them in the correct order

Performance improvements

• When designing an external start workflow, the designer can select which variables are 'output variables' of the workflow in the variables modal.

• The 'Call a workflow' action now supports the ability for the designer to choose if the calling workflow should run concurrently with the called workflow, or wait for the called workflow to complete before continuing.

• The 'Call a workflow' action supports the ability for the parent workflow to pause while the called workflow completes and post values back to the parent.

New feature

• Enabled support for embedded custom tags in documents being sent for signature at DocuSign.

Performance improvements

• When creating variables, set cursor focus to the variable name field after a variable has been added.

• Updated the Branch by stage action to support case insensitive stage names when driven by variable values. i.e. if there is a branch defined as Default and the variable value is default, the workflow will still resolve to the Default branch.

Resolved issues

• Fixed an issue where if a workflow instance is terminated any associated tasks pending an outcome is not terminated.

• Fixed an issue with the Session expiry warning where the time shown on the warning message was wrong.

• Fixed an issue in the workflow’s instance detail page where the instance activities were showing in the wrong sequence when an “End this workflow” action is used.

• Fixed an issue by which, in e-Signature scenarios, responding to one instance might have impact on other instances.

• Fixed an issue with connection refresh when new connection is selected.

New features

• Participants can respond to a task (Express Approval) with comments and file attachments, which can be stored as variables and used throughout a workflow.

• New SharePoint Online actions:

  • Create an item

  • Copy a file

  • Update an item

  • Delete an item

  • Retrieve an item

  • Query a list

Performance improvements

• In response to the new default engine behavior introduced in Release 22, there is now an option when configuring the start event to allow executing multiple instances of a specific workflow for a given record.

• Updated the “Change state” action to allow supporting setting a variable in the “Set next stage” field.

Resolved issues

• Fixed an issue for Chrome v58 where when using the Full Screen dialog for the rich text editor (RTE) would cause the browser to stop responding.

• Fixed styling issues to the font size picker when using the Full Screen dialog for the rich text editor (RTE).

• Fixed an issue where if an action is copied and updates were made to the copied action, the action could not be pasted.

• General bug fixes, performance improvements, and security enhancements.

New feature

• Updated workflow execution behavior to only run a single instance of a specific workflow definition for a given record. This reduces unnecessary workflows starting on update events if the workflow updates a record as part of a step within the executing workflow.

Performance improvements

• Search parameters on the Instance list no longer reset after terminating an instance.

• Improved the error messaging in the Branch by stage action if trying to change to a stage that does not exist.

• Updated Connection management page to delete configured default file storage location if a user deletes the corresponding connection in the Connection list.

Resolved issues

• Fixed an issue where the list of available fields did not refresh when the object selected was changed. E.g. If a user selects Account for an on object and starts adding start event variables, if the user then updated the object to Contact, a list of Account fields will still be displayed.

• General bug fixes, performance improvements, and security enhancements.

New features

• New actions

  • Pause for duration

  • Call a workflow - Users will be able to configure a workflow action to start an External start workflow.

Performance improvements

• Multiple condition statements for logic and flow actions, support we have added – Run if, Branch by condition, Start a loop.

• Updated the Slack – Create channel action to support creating Private channels.

• Added the ability to store a task outcome as a variable.

Resolved issues

• Updated in-product help links.

• Participants that respond to a task that has been terminated will receive an email indicating that the task was previously terminated.

• Improved error messaging when file streaming fails.

Performance improvement

• Added support for selecting a variable when setting the initial stage in the “Branch by stage” action.

New features

• Workflows can be configured to ingest files as part of “External start” start events. Designers will specify the location to store the files for the duration of the workflow, and the files will be referenced by collection(s) variables.

  • New connection management page allows users to set a tenant level default file storage location to store any files that are included in a Nintex start event to be used in subsequent workflow actions.

  • Collections variables and collection actions now support working with files as part of or all of a collection.

• You can now pick the folder location when configuring the start event for Dropbox Business and Box Connectors.

Performance improvements

• When searching for workflow instances that are running, the Date column defaults to Date initiated and Date completed has been disabled from the selection.

• Updated error messaging when workflows that have duplicate start event variables would fail – workflows published prior to Release 18.

Resolved issues

• Fixed an issue where the Log to instance details action would cause the workflow to fail if the variable value is NULL.

• Fixed an issue where a workflow may be inadvertently started if a Dropbox member added a new file or folder to a similar path as one that a workflow is configured for a different Dropbox member.

• General bug fixes and performance improvements.

New features

• New Connector event:

  • Zendesk – Update ticket

• New Connector actions:

  • Dropbox Business – Share file link

• New action - Log to instance details will provide the ability to log variable values and data to the instance detail page.

• Availability of Nintex Hawkeye workflow analytics for Nintex Workflow Cloud (Trial / Enterprise Subscription). The following Hawkeye beacon actions are now available to be included in your workflow to provide greater insights into your processes:

  • Beacon

  • Beginning beacon

  • Ending beacon

Performance improvements

• Updated the Dropbox Business events to return the Member ID of the user that triggered the event, which can then be used for Dropbox Business actions to run in context of the user that triggered the workflow.

• Improved load time of retrieving Connections when configuring an action.

• Conditional start options now display known values for picklist fields. For example, if you define a condition using Account Type when specifying the Opportunity object for a Salesforce connection, you can now select from known values rather than manually entering a value.

• Send an email action now allows designers to specify the “From email address” field.

• Express Approval action “From email address” field is now optional and will auto-populate if not specified by the designer.

Resolved issues

• Optional fields in Salesforce and Dynamics CRM “Retrieve a record” actions were incorrectly marked as required and have now been updated to be optional.

• Connections created with special characters such as “@” in their name were being encoded. This bug has been fixed, and all impacted connections have been corrected.

• Fixed an issue where the Connections list does not show the complete list of Connections when more than 200 items are available.

New features

• New Connector actions:

  • Slack – Create a channel

  • Slack – Invite user to a channel

  • Slack – Remove user from a channel

Note: Any existing Slack connections will need to be re-created to update permissions required for the new actions.

• Zendesk – Delete a ticket

• Adobe Sign and DocuSign Get signature actions now support getting a file from an EFSS or a configured file variable to send for signature.

Note: Any previously configured Get signature actions will need to be replaced in order to access this new functionality.

• Introduction of 'Developer' role in user management to support the upcoming release of Nintex Xtensions.

Performance improvements

• To alleviate the likelihood of reaching API usage limits for events that require polling, we have decreased polling frequency to once every 5 minutes.

• Increased the number of conditions from 3 to 5 when configuring the conditional start for a workflow as well as general improvements around interactions when adding a condition.

• Updated Zendesk – Update a ticket action to support retrieving values on default picklist fields – Priority, Status and Type

• Slack Post a message can use both Channel Id and Channel Name as variable input.

• Updates to instance details page

• Added the action default name into the instance activities table to assist with identifying actions that have been relabeled.

• Updated the layout of the instance detail page making it more legible.

• General improvements to messaging and displaying of error messages.

Resolved issues

• Fixed an issue where workflows that have a large file size could not be published.

• As always, this release includes general bug fixes and improvements.

Resolved issues

• Fixed an issue that didn't allow designers to include a space when specifying values in conditional start criteria.

• Fixed an issue that caused workflows to fail if the "Express Approval" action had been renamed.

New features

• Support for conditional start of workflows. This will allow the designer to set specific criteria on when a workflow should execute. Reduces unnecessary start of workflows particularly on update events.

• Support for creating a share link for the following Enterprise File Share and Sync Connectors:

  • Box

  • Google Drive

  • Citrix ShareFile

  • OneDrive for Business

• New Connector actions:

  • Dropbox Business – Delete folder

Performance improvements

• Updated the SQL Connector actions by removing mandatory fields that did not apply when executing an insert, update, delete statement.

• Included the ability to set default values for datetime type user defined variables.

• Updated tasks to terminate if a workflow instance is terminated, or a workflow is deleted.

• Added help text to fields in EFSS action configuration to guide users to input acceptable values.

Resolved issues

• Fixed an issue that caused Express Approval responses with special characters to be rejected.

• Fixed an issue where Unicode characters were causing workflow instances to fail.

• Fixed an issue with Salesforce query record to allow null values to appear at the bottom.

• Removed the ‘Include deleted’ option from Salesforce query record action since deleted records cannot be retrieved via the Salesforce retrieve a record action.

• Fixed an issue with Slack post a message action.

• Fixed an issue where a design session would be discarded without the need for user confirmation, even though a variable was created.

New feature

• Set default values for user defined workflow variables.

Performance improvements

• Updated the Instance details page with a link back to the search results on the Instance page.

• When configuring Salesforce actions, the relevant fields to each action is returned depending on attribute set on the field in Salesforce. E.g., Create a record will only return fields that have the attribute of creatable.

• Box actions now support file path instead of file id, keeping in standards with other Enterprise File Sync and Share Connectors. Published workflows that use the existing Box actions that support FileID will still run as expected.

• Updated date time start event variables in Box, Dropbox Business and Twilio to return as datetime type where previously it was returning as text type.

Resolved issue

• Minor bug fixes and improvements.

New features

• Nintex Mobile App users can now view and act upon tasks from within the app.

• Files are now a supported variable which references a file in an external system, and can move and manipulate the file within a workflow.

  • “Set variable value” allows designers to create a file variable that references a specific path of a stored document for subsequent workflow actions.

• “Send an email” and “Express Approval” actions now support email attachments.

Performance improvements

• Dropbox Business actions now pull in a list of team members, eliminating the need to configure the “Get member details” action in order to configure any Dropbox Business actions.

• DocuSign and Adobe Sign “Store signed documents” actions now support uploading the documents to Dropbox Business.

Performance improvements

• Task search page now has pre-defined search parameters so the page will load with the most recent active tasks.

• Adobe Sign “Store signed documents” action now inherits certain configuration settings from the “Get signature” action.

• Added checks to ensure that variables inserted into mandatory fields contain a value at runtime. If no value is available, appropriate error messaging will be displayed on the instance details page.

Resolved issues

• Email address field in task search is no longer case-sensitive.

• Fixed an issue where newly started workflows were not displayed in the “Running last 5 days” view due to date time formatting issues.

• Fixed an issue where workflows that were terminated were being displayed as part of the Running view.

• Fixed an issue that only allowed connections to certain DocuSign environments.

New features

• Added in product chat support where a user will be able to initiate a chat with an agent or send an offline message if there are no agents available online

• Added in product help guide for first time users in trial tenancies

Performance improvements

• Added predefined search criteria for the Instance list to retrieve workflow instances that were initiated in the last 5 days or that have errored in the last 5 days

Resolved issues

• Fixed an issue where the designer hits exception if a workflow is saved with no start event but includes a Connector action (e.g. Salesforce – Update record)

• Fixed an issue where the child action configuration values are not saved in a container action when it is copied and pasted

New features

• New Connector: Adobe Sign actions

  • Get signature

  • Store signed documents

• Export and import workflows using a token key within and between tenants

Performance improvements

• Updated the workflow instance list and added the ability to search for workflow instances

• Improved the workflow instance detail page to return details of all the activities executed in the workflow instance

• Workflow start event and action(s) now show as unconfigured in the designer if a Connection that was previously used in its configuration is no longer available

• DocuSign “Store signed document” action will inherit Connection and Envelope ID from the “Get signature” action if it is included within the branches of that action

• Updated email notifications for “Invalid response” and “Task already completed” to include relevant information for troubleshooting

Resolved issues

• Fixed an issue where a Salesforce formula field type was not returning as per data type specified in Salesforce. e.g. a formula field of date was returned as string into the workflow

• Fixed issue where license and subscription data sometimes failed to load.

• Scheduled Workflows - Fixed issue where selecting a frequency value was optional.

• Note: As we have improved the way we display workflow instance details, some of the existing workflow instances that have completed prior to this release may now be marked as running. We are updating the workflows to reflect their correct status.

New features

• New events for Connectors

  • Citrix ShareFile – New folder

  • Zendesk – New ticket

• New actions for Connectors

  • Microsoft Dynamics CRM – Query records

  • Zendesk – Get user details

  • Microsoft One Drive for Business – Get folder contents

  • Box – Get folder contents

  • Google Drive – Get folder contents

  • Citrix ShareFile – Get folder contents

  • DocuSign – Store signed documents

    • When included in a “Get signature” action branch, designers can build a workflow that stores the signed documents in Google Drive, Box, or OneDrive for Business

Performance improvements

• Updated the successfully saved workflow feedback to display briefly instead of requiring of dismissal modal

• Updated the successfully published workflow dialog to now include options to continue designing or exiting the designer

• Updated the user interactions when adding new start event variables and user defined variables

• Updated the Box – Get file metadata action to return created date and modified date in date/time type

• Updated the Dropbox Business – Get file metadata action to return modified date in date/time type

• Improved the Microsoft Dynamics CRM create connection experience by providing an example of the URL required

• License & Subscription page - Added warning Icon to over entitlement information pane.

• Scheduled workflow - Improved UI of start event configuration. Workflows can now be scheduled to run once and not recur.

• Enabled session timeout warnings where a user will be notified when their session is about to expire and when it has expired

Resolved issues

• Fixed an issue where the Switch by value action does not error out when none of the values evaluate to true

• Fixed an issue where Boolean values returned in the email body was displayed as true/false. It now returns Yes/No.

New features

• New events for Connectors:

  • Citrix ShareFile – New file

• New actions for Connectors:

  • Dropbox Business Team Mgmt – Invite member

  • Dropbox Business Team Mgmt – Delete member

  • Dropbox Business Team Mgmt – Suspend member

  • Dropbox Business Team Mgmt – Unsuspend member

  • Microsoft OneDrive for Business – Get file metadata

  • Microsoft OneDrive for Business – Copy a file

  • Citrix ShareFile – Move a file

  • Citrix ShareFile – Create folder

• Support for Dynamics CRM custom objects when configuring the start event of a workflow (after selecting new or update event)

• New logic and flow action, Loop for each – loops through each value in a collection variable

Performance improvements

• Added support for using variable in a link name in the rich text editor

• Added support to overwrite an existing file in the OneDrive for Business – Move file action

• Included __c to Salesforce objects when selecting objects to help denote custom objects

• Included a confirmation warning when clearing the Connection value for the action configuration

• Updated the styling of the toolbar in the workflow designer

• Improved the Save / Save as functionality in the workflow designer, where the Save now does not prompt for Name and Description again once the workflow has been initially saved

• Reordered the categories in the workflow actions toolbox

• Limited the allowed characters that can be entered for the outcomes in the Express Approval action

• Improved formatting and information provided in automated responses to Express Approval if a task has already been completed or if the participant responds with an invalid outcome

• Updated text labels in the Dropbox Business – Get member details

• Updated the styling of the date time picker resulting in a better experience when configuring Nintex – workflow scheduler event

• Improved the depth of information provided when publishing an External start workflow

Resolved issue

• Fixed an issue where inconsistent error messages were displayed in the Object name field for broken connection

Performance improvement

• Updated workflow schedule to support hourly, daily, weekly, monthly and yearly recurrence

Resolved issues

• Fixed an issue where negative values could not be entered for number fields

• Fixed an issue where the Run parallel paths had invalid action configuration help instructions

• Fixed an issue where percent values from Connectors were rendered as text type. This has now been updated to use decimal type

• Fixed an issue where the Number of records returned in the Salesforce Query record action was being returned as a string value causing issues when used in a loop action

New features

• Scheduled workflows - workflows can be configured to start on a specified date/time and run at a specified frequency and interval

• New actions for Connectors:

  • Salesforce - Query records

  • Slack - post a message

  • Dropbox Business - Get folder contents

• New events for Connectors:

  • Microsoft OneDrive for Business - New file

  • Microsoft OneDrive for Business - New folder

• Support for Salesforce custom objects when configuring the start event of a workflow (after selecting new or update event)

• Expanded mode available for the rich text editor in "Send an email" and "Express Approval"

Performance improvements

• Updating the Connection for an event or action retains existing configurations

• Standardized and updated the "Add variable" label across text, integer and datetime fields to just “+ Variable”

• Updated messaging to specify the required variable data type when variables are not available for selection

• Added confirmation dialog when deleting a branch for logic and flow actions that allow multiple branches to be added

• Updated modal dialog styling across the product

• Deleting or pausing a workflow will update the connection to no longer poll for events

• User management page no longer displays number of roles at the top of the page

• Updated the date time control on the Public web form and Manual start form

• Updated the interaction and styling when reordering start event variables for Nintex Connector type events

• Updated task search date fields to notify the user if the specified date range is invalid

• Added information to License and subscription page (formerly called Tenancy information): Primary tenancy contact, Subscription entitlement, and Current tenancy usage

Resolved issues

• Fixed an issue where inputs could not be entered in a number field on Safari

• Fixed an issue where variables can be created with an empty name

• Fixed an issue that the DocuSign template list never loaded if no templates exist

• Fixed an issue where text values were being encoded when submitted via the Public web form and Manual start form

• Fixed an issue where the reordering of start event variables for Nintex Connector type events was not available (was inadvertently removed in the last release)

• Fixed an issue where the Publish dialog had a link in the Assigned use information panel that was not linking to anywhere

• Fixed an issue where text could be pasted into a number only input

• Fixed an issue where horizontal scrollbars did not appear in the designer in Chrome and Safari on a Mac

• Fixed an issue where start event variables were appearing in the Set a variable value action

• Fixed an issue where a long Connection name was flowing over to the next line

• Fixed an issue where the dialog headings were taking a long time to load

New features

• New connectors and actions:

  • Microsoft SQL Server

    • Execute a query

  • MySQL

    • Execute a query

  • PostgreSQL

    • Execute a query

  • Zendesk

    • Create a ticket

    • Update a ticket

    • Retrieve a ticket

  • Google Drive

    • Copy a file

    • Move a file

    • Delete a file

    • Get file metadata

    • Create a folder

  • ShareFile

    • Copy a file

    • Delete a file

    • Get file metadata

  • Microsoft OneDrive for Business

    • Create a folder

    • Delete a file

  • Delete a folder

  • Move a file

• Marketo

  • Add lead to a list

  • Create a lead

  • Update a lead

• New workflow action "Format date to string"

• Rich text formatting is now supported for "Send an email" and "Express Approval" actions

• Introduction of Workflow "Type" to support the concept of assigned use in the context of subscription licensing:

  • Workflow list now includes a "Type" field that will indicate whether the workflow is production or development.

  • Publishing a workflow now allows the designer to indicate whether it is a development or production workflow.

• Instance detail page:

  • "Create support ticket" have been added at the top of the instance detail page. This allows users to automatically submit relevant information to our Customer Support queue if they need assistance

  • Instance ID is now displayed at the bottom of the list of instance activities

• New Tenant information page.

Performance improvements

• Added validation to email, phone number, and URL fields in action configuration

• Email address fields now support a semi-colon or a comma to separate multiple email addresses

• Updated the "Switch by value" action to only support text variables

• Updated the Start event configuration to support selectively adding start event parameters

• Updated "End this workflow" action to not require any configuration

• Workflow list and Task list no longer display number tiles at the top of each page

• Task list has been updated to be a "Task search" page to allow admins to more easily complete outstanding tasks and search for completed tasks for audit purposes.

• Task search page has been updated to include additional information about tasks:

  • Workflow name that the task is associated with

  • Initiated date and Completed date

  • User that completed or overrode a task

• Updated connection creation to ensure the user authenticates against the connector, even if they are currently logged in to the specified system (applies to Salesforce, Box, Dynamics CRM, OneDrive for Business

• Added restrictions to length of first and last names in User Management to 30 characters

• Trial tenancies now have an indication that it is a trial tenant and the time remaining

• All references to "NWC" have been updated to "Nintex Workflow Cloud"

• Limited workflow name to 50 characters and workflow description to 255 characters to prevent columns in the workflow list from being merged

• Limited user email address field to 255 characters

• Limit user first name and second name to 35 characters each

• Updated alignment of column headers on Workflow list

• Updated row height on incomplete tasks to match the height of completed tasks

• Updated the "End this workflow" action to exclude the reason field from the action configuration

Resolved issues

• Fixed an issue where the hovering on the start event variables and user defined variables were inconsistent

• Fixed issue in User Management where email validation displayed error messages as soon as a user started typing

• Connector dropdown list in Create Connection is now alphabetical

• Fixed alignment of the error message displayed when site maintenance is in progress

• Fixed an issue that left a user logged in when closing out their browser

New features

• New events - Microsoft Dynamics CRM

• Ability to search for actions within the workflow action toolbox

• Support for multiple and custom outcomes in 'Express Approval' action

• Support for selecting current date or current date and time from the Insert variable dialog

• User Management – Administrators can delete a user

Performance improvements

• Reduced the spacing between the variables when used in fields of workflow action configuration

• The workflow instance page now retains the workflow name even after the workflow definition has been deleted. Previously the instance detail page would say "Workflow has been deleted".

• 'Call a web service' action only allows calling a HTTPS URL

• Added ability to select a variable from a dropdown list

• Start event variables that have a type of integer now appear in the External start and Manual start.

Resolved issues

• Fixed an issue where deleting a workflow would not terminate all instances of the workflow that was deleted.

• Fixed an issue where boolean type variables are passed as “text” when submitted via form

New features

• New connector: Microsoft Dynamics CRM

  • Create a record

  • Update a record

  • Retrieve a record

  • Delete a record

Performance improvements

• Added support for retrieving picklist options when configuring fields that are of picklist type in Salesforce

• Added the option to create variables through the Insert variable dialog when selecting a variable for output fields within the action configuration

• Added support for storing the first item in the returned collection to a variable for the Apply a regular expression action

Resolved issues

• Fixed an issue where the result returned of the Apply a regular expression were placed in a collection within a collection

• Fixed an issue where the breaking of lines in the body of an email wasn't starting on a new line

• Fixed an issue where the instance detail page's workflow published date displayed the latest published date instead of the published date of the workflow the instance started with

• Fixed an issue where the link to the published workflow on the instance detail page was not opening the published workflow used at time of execution

• Fixed an issue where time was being appended to a date/time variable when no time was set

• Fixed an issue where the workflow failed to publish if the workflow definition was more than 1MB in size