Create Credential

A credential contains a username and an encrypted password that Nintex Bot uses to log into an application. A botflow Automated steps that you can design for each bot that will run. can contain an unlimited number of credentials.  All credentials are stored in the botflow file. To send a credential after you create it, see Send Credential.

Note: When using a credential, you will be required to enter the password to ensure security.

Note: The Actions Quick Reference provides a complete list of actions that you can print for easy reference.

Jump to: 

Create a Credential

To create a credential:

  1. Click Add Item () on the Botflow Pane.
  2. Select Credential.
  3. Type a Name for the credential.
  4. Type a unique Username.
    Note: 
    • The username cannot match the name of any other credential in the botflow.
    • For email, the username is the email address.
  5. If needed, type the value of the Password and confirm it to ensure that the correct value has been submitted.
    Note: 
    • On May 30, 2022, basic access authentication for Gmail was deprecated and less secure apps are no longer supported. If you are using App Passwords to send or get email from a Gmail inbox, those passwords will continue to work. If you want to use full OAuth authentication for additional security and standardization, you can transition to it with Nintex Bot 17.10.0 or later.

    • On December 31, 2022, basic authentication for Microsoft Exchange Online was deprecated. If you want to use full OAuth authentication for additional security and standardization, you can transition to it with Nintex Bot 17.10.0 or later.

  6. (Optional) Click + (plus sign) in the Additional Fields table header to add optional fields.
    1. Type a Name for the field.
    2. Type the Value to send to the application.
    3. Click OK.
  7. (Optional) Select the Never save protected values with botflow check box.
  8. Note: In compliance with companies that have a policy against saved passwords, when selected, neither the password nor any of the Additional Field values are saved in the botflow. This option is for use in an attended bot situation where the user must first enter the password and/or Additional Field values before botflow runs, either by using the Credential Prompt action or by manually setting those values.

  9. (Optional) Type a Note to document special instructions or functionality.
  10. Click OK to save the credential.

Manage Credentials

  1. Navigate to the credential on the Botflow Pane Used to manage a variety of project information such as credentials, variables, lists, and Excel connections..
  2. Right-click on the credential.
  3. The Context Menu displays.

  4. Use the Context Menu to add, edit, delete, and unlock credentials.