SharePoint Server 2013 search integration

The Nintex Process Manager search can be integrated into your SharePoint Server 2013 site, providing a seamless searching experience.

Before you start There might be slight differences in the user interface, terminology used, and steps depending on your SharePoint installation. See the SharePoint Help for specific version details.

admin role Promaster A Nintex Process Manager system administrator who administers a Nintex Promapp site and has rights to view and edit all areas of a Nintex Promapp site. privilege required.

  1. Log in to your Nintex Process Manager site.
  2. Go to Admin > Configure > Intranet / Extranet Resources.
  3. Scroll down to the SharePoint Search field and copy the displayed URL to a text file. You will need this URL in Step 2 when you configure the SharePoint Server 2013 settings.

admin role SharePoint administrator role required.

  1. Sign in to SharePoint Server 2013 as an administrator.

  2. Navigate to the Search Center and on the top-right of the page, click SharePoint settings > Site Settings.
  3. Go to the Site Collection Administration section and then click Result Sources.
  4. At the top of the list, click New Result Source.
    1. General Information: Enter a Name and Description.
    2. Protocol: Select the OpenSearch 1.0/1.1 option.
    3. Query Transform: The value should be {searchBoxQuery}.
    4. Source Url: Paste the URL you copied from your Nintex Process Manager site in Step 1.
    5. Credentials Information: Select the Anonymous option if it is not already selected.
  5. Click Save. The search result source is displayed in the list.

admin role SharePoint administrator role required.

  1. Sign in to SharePoint Server 2013 as an administrator.

  2. Navigate to the Search Center and on the top-right of the page, click SharePoint settings > Site Settings.
  3. Go to the Site Collection Administration section and then click Select Query Rules.

  4. From the Select a Result Source drop-down list, select the search result source you created in Step 2.

  5. Click New Query Rule. The Site Settings > Add Query Rule page displays.
    1. Type a Rule name.
    2. Query Conditions: Click Remove Condition.
    3. Actions > Result Blocks: Click Add Result Block.
      1. In the Title field, type Results for "{subjectTerms}" in Nintex Process Manager.
      2. In the Configure Query field, type "{searchBoxQuery}".
      3. From the Search this Source drop-down list, select the search result source you created in Step 2.
      4. From the Items drop-down list, it is recommended to select 5.

  6. Leave all other settings as defaults and click OK. Your Result Block details will display in the Actions section.

  7. Click Save.

Note: It may take 5 - 10 minutes for the changes to take effect. Wait for the changes to take effect before testing your changes.

admin role SharePoint administrator role required.

  1. Sign in to SharePoint Server 2013 as an administrator.

  2. Navigate to the Search Center and on the top-right of the page, click SharePoint settings> Add a page.
  3. Type a name for the page and click Create. A page is displayed with a search box, navigation to result sources, and the search results box.

  4. In the Search Results web part, click on the drop-down arrow on the top-right and then click Edit Web Part.

  5. Click Change query. The Build Your Query dialog box displays.
  6. From the Select a query drop-down list, select the name you configured in Step 2.

  7. Test the query by clicking on the Test tab and then click Show More to show additional fields. Enter "{seachboxquery}" in the Query Template Variable field.

  8. Click OK.

  9. Click OK and then check-in and publish.

admin role SharePoint administrator role required.

  1. Sign in to SharePoint Server 2013 as an administrator.

  2. Navigate to the Search Center and on the top-right of the page, click SharePoint settings> Site Settings.
  3. Go to the Search Options section and click Search Settings.
  4. In the Configure Search Navigation section, click Add Link.
    1. Type a Title.
    2. Click Browse and select the dedicated search page you added in Step 4. Copy this URL to a text file.
    3. Click Insert and then click OK.
  5. At this stage you can re-order the links on the search settings page and then click OK.

admin role SharePoint administrator role required.

  1. Sign in to SharePoint Server 2013 as an administrator.

  2. Navigate to the Search Center and on the top-right of the page, click SharePoint settings> Site Settings.
  3. Go to the Site Collection Administration section and then click Query Rules.
  4. From the Result Source drop-down list, select Local SharePoint Results (System).
  5. Edit the Nintex Process Manager query rule you created in Step 3.
  6. Expand the Settings section and select the "More" link goes to the following URL option.
  7. Paste the URL you copied in Step 5b and append the following text at the end of the link: "?k={searchBoxQuery}".
  8. Click OK.

To test, do a search that will return more than 10 results and click on More. This will display the Nintex Process Manager dedicated search results page.

Your connection to the Nintex Process Manager site might be restricted from your SharePoint Server. Make sure that your SharePoint Server can access promapp.com.

If this does not fix the issue, contact Nintex Support.