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The Global Settings page is used to set Nintex Workflow settings including email, verbose logging, allowed actions, and other application options for the web farm.
Configuring Global Settings
Prerequisites: Import Nintex Workflow licensing, configure database settings, and configure web application activation.
To configure the Global Settings:
It is now possible to Activate Nintex Workflow.
The Global Settings page has fields in the form of the following section labels and selections.
| Section | Selection | Description |
| Email settings | Outbound SMTP Server | Name of outbound SMTP server for sending emails from workflows. |
| Email settings | SMTP server requires authentication | Passes the specified username and password to the SMTP server. |
| Email settings | Username | Username to pass to the SMTP server. (Available when the option SMTP server requires authentication is selected.) |
| Email settings | Password | Password to pass to the SMTP server. (Available when the option SMTP server requires authentication is selected.) |
| Email settings | From Address | Email address to use as "From" address in emails. |
| Email settings | Reply To Address | Email address to use as "Reply To" address in emails. |
| Email settings | Character Set | Character encoding to use in emails. Example: 65001 (Unicode UTF-8). |
| Email settings | Specify different encoding for plain text emails | Character encoding to use in emails that are plain text format. |
| Email settings | Specify different encoding for SMS messages | Character encoding to use in SMS messages. |
| Email settings | Use css styles in HTML emails | Uses styles from Cascading Style Sheets (CSSs) in emails that are HTML format. |
| Email settings | Location of stylesheet containing email styles | Path (after "/_layouts/") to Cascading Style Sheet (CSS) used in HTML emails. Default: NintexWorkflow/htmleditorstyles.css |
| Instant messaging settings | When OCS/Lync is selected, provides the following settings.
Configure the server settings to allow Nintex Workflow 2010 to integrate with OCS/Lync. Enabling OCS/Lync integration allows the Get user status action, the Get users by status action and LazyApproval via instant messaging to be used. Upgrade note: If the Nintex Workflow 2010 OCS Integration component is installed and configured for the web farm, the Instant messaging settings section will be configured to use LCS by default. If Office Communication Server 2007 is used, select the option OCS/Lync to enable the new functionality. If Live Communications Server 2003/2007 is used, leave the setting as LCS. The Get current status action, Get users by status action and LazyApproval via instant messaging is not compatible with Live Communications Server 2003/2007. | |
| Allow automatic mapping of Nintex Workflow Content Databases | Enable automatic database mapping | When enabled, displays the option “Any available workflow content database” on the Manage Database Mappings page; when this option is selected on the Manage Database Mappings page, the system automatically maps the indicated SharePoint content database to any available Nintex Workflow content database the first time a workflow is run. When disabled, requires explicit selection of a Nintex Workflow content database for mapping to each SharePoint content database. |
| Conditional workflow settings | Allow "System Account" to trigger conditional workflows | When enabled, allows the SharePoint Runtime account "System Account" to initiate workflows that have conditional start configurations. For more information on conditional start configurations, see Workflow Settings. Default: Enabled. |
Enforce safe looping | Enforce safe looping | Helps prevent excessive looping iterations by automatically adding a hidden delay at the end of each iteration of the action Loop. For more information, see Preventing excessive looping iterations. |
Enable maximum loop threshold | Enable maximum loop threshold | When enabled, stops workflow instances containing loop actions (Loop or State Machine) that iterate beyond the specified threshold. For more information, see Preventing excessive looping iterations. |
Enable maximum loop threshold | Maximum loop iterations per action instance per day | Number of loop iterations to use as threshold. |
Enforce allowed actions at run time |
| Executes actions only if they are marked "Allowed" (if the action has this option). When the Enforce allowed actions at run time option is enabled, a workflow that contains an action that is not marked as Allowed will cause the workflow to error. However, not all actions are affected by this option. Actions that don't apply to this option are actions that are native within Microsoft SharePoint Server 2010. Global settings are cached and refreshed automatically every 15 minutes. For changes take effect immediately, perform an IISRESET and restart the Windows SharePoint Services timer service. |
Allow the Execute SQL action to impersonate the application pool identity | Allow Execute SQL action to use the application pool identity | Allows the workflow action Execute SQL to connect to the database as the application pool identity. |
Allow workflow schedules to impersonate the system account | Allow workflow schedules to impersonate the system account | Allows workflow schedules to execute using a system account identity. |
Allow entry of user credentials | Allow entry of user credentials in | Allows entry of manually defined credentials in the indicated areas.
For more information, see Workflow Constants. |
Allow sending notifications on behalf of another user | Allow sending on behalf of another user | Allows configuration of "From" field in actions that send emails. |
Allow 'Run now' on actions that interact with external data | Allow 'Run now' on actions that interact with external data | Makes "Run now" feature available in actions that interact with data or systems outside of the workflow. |
Allow 'Run now' on actions that interact with external data | Allow on sites that use workflow change approval | Allows "Run now" on sites that use workflow change approval. |
Allow verbose workflow logging | Allow verbose workflow logging | Provides option to enable verbose workflow logging to assist with debugging workflows. |
Allow verbose workflow logging | Number of days to keep verbose logs | Number of days to keep verbose logs. |
Enforce message header and footer | Enforce message header and footer | Includes the configured header and footer in all email notifications. |
Specify a default task list name | Default task list name | Name for the default task list used with Nintex Workflow. Default value: Workflow Tasks. |
Specify a default task list name | Edit the default task list name for other languages | Displays the Manage the default task list name page for editing names by language. |
Long term delegation | Allow long term task delegation | Allows users to set tasks to be delegated for a time period. |
Site administrators long term delegation | Allow site administrators to set long term delegation for other users | Allows site administrators to set tasks to be delegated for a time period for other site users. |
Notification preferences | Allow user notification preferences | Allows users to set their message notification preferences. |
Workflow schedule permissions | Require designer permissions to work with workflow schedules | Requires Web Designer permissions to modify or create a workflow schedule. If disabled, only contribute permissions are required. |
Task form properties view | View name for the task page to use | Name of view for the approval and review task pages to use when displaying item properties. |
Default workflow start page | Default start workflow page URL | URL of page to use for starting workflows. |
Default task edit page | Default task edit page URL | URL of page to use for editing workflow approval and reviewing tasks. |
Default task view page | Default task view page URL | URL of page to use for viewing workflow approval and reviewing tasks. |
Default task edit page for Flexi tasks | Default task edit page URL | URL of page to use for editing workflow Flexi tasks. |
Default task view page for Flexi tasks | Default task view page URL | URL of page to use for viewing workflow Flexi tasks. |
Workflow statistics permissions | Who can see workflow statistics | Allows the selected type of user to view workflow statistics.
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MasterPage for workflow designer | MasterPage for workflow designer | Sets the MasterPage for the workflow designer. |