How-To Center | Nintex Product Guides and Tutorials

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monitor, analyze, and optimize your workflows using Nintex Insights.","thumbnailImage":null,"parentId":27,"isContainer":false,"children":[],"visibleTopicsCount":0,"url":"https:\/\/community.nintex.com\/nintex-insights-36"},{"id":38,"type":1,"title":"K2 blackpearl","description":"Access step-by-step tutorials to help you design, manage, and optimize workflows and applications with K2 blackpearl.","thumbnailImage":null,"parentId":27,"isContainer":false,"children":[],"visibleTopicsCount":455,"url":"https:\/\/community.nintex.com\/k2-blackpearl-38"}],"language":"en","visibleTopicsCount":2142,"containerCategoriesCount":0,"contentCategoriesCount":17,"url":"https:\/\/community.nintex.com\/how-to-center-27"},{"id":41,"type":1,"title":"Best Practices","description":"Discover proven strategies and techniques to optimize your use of Nintex products and streamline your workflows.","thumbnailImage":null,"parentId":null,"isContainer":true,"children":[{"id":48,"type":1,"title":"RPA","description":"Access expert strategies and techniques to optimize your robotic process automation workflows using Nintex RPA.","thumbnailImage":null,"parentId":41,"isContainer":false,"children":[],"visibleTopicsCount":14,"url":"https:\/\/community.nintex.com\/rpa-48"},{"id":44,"type":1,"title":"Process Discovery","description":"Discover expert strategies and techniques to optimize your process discovery efforts and improve business process identification.","thumbnailImage":null,"parentId":41,"isContainer":false,"children":[],"visibleTopicsCount":2,"url":"https:\/\/community.nintex.com\/process-discovery-44"},{"id":45,"type":1,"title":"Process Manager","description":"Access expert strategies and techniques to optimize your process mapping, management, and improvement using Nintex Process Manager.","thumbnailImage":null,"parentId":41,"isContainer":false,"children":[],"visibleTopicsCount":120,"url":"https:\/\/community.nintex.com\/process-manager-45"},{"id":42,"type":1,"title":"Nintex Automation Cloud","description":"Discover expert strategies and techniques to optimize your workflow automation and process management with Nintex Automation Cloud.","thumbnailImage":null,"parentId":41,"isContainer":false,"children":[],"visibleTopicsCount":16,"url":"https:\/\/community.nintex.com\/nintex-automation-cloud-42"},{"id":105,"type":1,"title":"Nintex Apps","description":"Access expert strategies and techniques to optimize your app creation and customization workflows with Nintex Apps.","thumbnailImage":null,"parentId":41,"isContainer":false,"children":[],"visibleTopicsCount":0,"url":"https:\/\/community.nintex.com\/nintex-apps-105"},{"id":106,"type":1,"title":"Nintex Apps for Salesforce","description":" Discover expert strategies and techniques to optimize your Nintex Apps for 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optimize your workflow automation and process management with Nintex Automation K2.","thumbnailImage":null,"parentId":41,"isContainer":false,"children":[],"visibleTopicsCount":31,"url":"https:\/\/community.nintex.com\/nintex-automation-k2-43"},{"id":54,"type":1,"title":"Nintex for Office 365","description":"Discover expert strategies and techniques to optimize your workflow automation and process management using Nintex for Office 365.","thumbnailImage":null,"parentId":41,"isContainer":false,"children":[],"visibleTopicsCount":116,"url":"https:\/\/community.nintex.com\/nintex-for-office-365-54"},{"id":53,"type":1,"title":"Nintex for SharePoint","description":"Access expert strategies and techniques to optimize your workflow automation and process management using Nintex for SharePoint.","thumbnailImage":null,"parentId":41,"isContainer":false,"children":[],"visibleTopicsCount":245,"url":"https:\/\/community.nintex.com\/nintex-for-sharepoint-53"},{"id":51,"type":1,"title":"Nintex K2 Cloud","description":"Discover expert strategies and techniques to optimize workflow and application development using Nintex K2 Cloud.","thumbnailImage":null,"parentId":41,"isContainer":false,"children":[],"visibleTopicsCount":9,"url":"https:\/\/community.nintex.com\/nintex-k2-cloud-51"},{"id":49,"type":1,"title":"RPA LE","description":"Access expert strategies and techniques to optimize your robotic process automation workflows using Nintex RPA LE.","thumbnailImage":null,"parentId":41,"isContainer":false,"children":[],"visibleTopicsCount":22,"url":"https:\/\/community.nintex.com\/rpa-le-49"},{"id":52,"type":1,"title":"K2 blackpearl","description":"Access expert strategies and techniques to optimize workflow automation and application development with K2 blackpearl.","thumbnailImage":null,"parentId":41,"isContainer":false,"children":[],"visibleTopicsCount":29,"url":"https:\/\/community.nintex.com\/k2-blackpearl-52"}],"language":"en","visibleTopicsCount":799,"containerCategoriesCount":0,"contentCategoriesCount":14,"url":"https:\/\/community.nintex.com\/best-practices-41"}],"categoriesContent":{"28":[{"categoryUrl":"https:\/\/community.nintex.com\/nintex-automation-cloud-28","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-automation-cloud-28\/forms-choice-multiple-control-update-60856"},"id":"9349","publicId":"60856","title":"Forms Choice Multiple Control update","content":"<h2><strong><span style=\"color:#003872;\">Choice Multiple Control<\/span><\/strong><\/h2><h2>\u00a0<\/h2><p>The Choice Multiple control has been updated in Nintex Automation Cloud.<\/p><ol><li>The option to remove duplicates has been added. It is unlikely that you would add duplicate choices, but if you are using a Data Source Variable, the data source may contain duplicates. This option filters out any duplicates.<\/li>\t<li>Allow Fill-In Option.\u00a0 Allow your users to add their own choice.<\/li>\t<li>Range Validation. Specify the minimum and\/or maximum number of choices the user must make.<br \/>\t\u00a0<\/li><\/ol><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/531ccc28-deb3-46c0-a125-d0d8fbdd278b.png\" \/><\/figure><p>\u00a0<\/p><p>See the video below for a demonstration of these features.<\/p><h2><strong><span style=\"color:#003872;\">Video:<\/span><\/strong><br \/>\u00a0<\/h2><p><oembed url=\"https:\/\/player.vimeo.com\/video\/895639923\"><\/oembed><\/p><p>\u00a0<\/p>","categoryName":"Nintex Automation Cloud","categoryId":"28","contentType":"article","featuredImage":"","likes":1,"views":141,"votes":0,"replyCount":0,"publishedAt":"2023-12-18T22:12:24+00:00","lastActivityAt":"2023-12-18T22:12:24+00:00","lastContributor":{"id":"528","username":"SimonMuntz","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/4325dc0b-8f96-42f9-9f98-827bc3dffb08.png"},"lastPostId":0,"author":{"id":"528","username":"SimonMuntz","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/4325dc0b-8f96-42f9-9f98-827bc3dffb08.png"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/nintex-automation-cloud-28","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-automation-cloud-28\/business-owners-and-task-delegation-60847"},"id":"9350","publicId":"60847","title":"Business owners and task delegation","content":"<h2><span style=\"color:#003870;\">Task Delegation<\/span><\/h2><p>\u00a0<\/p><p>Workflow designers can now\u00a0decide if business owners can delegate tasks via Workflow tracking in My Nintex. The existing Task delegation content has been updated to showcase this new feature.<br \/>\u00a0<\/p><p><oembed url=\"https:\/\/player.vimeo.com\/video\/806201737\"><\/oembed><\/p><p><br \/>\u00a0<\/p>","categoryName":"Nintex Automation Cloud","categoryId":"28","contentType":"article","featuredImage":"","likes":1,"views":69,"votes":0,"replyCount":0,"publishedAt":"2023-12-15T00:28:39+01:00","lastActivityAt":"2023-12-15T00:28:39+01:00","lastContributor":{"id":"528","username":"SimonMuntz","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/4325dc0b-8f96-42f9-9f98-827bc3dffb08.png"},"lastPostId":0,"author":{"id":"528","username":"SimonMuntz","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/4325dc0b-8f96-42f9-9f98-827bc3dffb08.png"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/nintex-automation-cloud-28","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-automation-cloud-28\/use-tables-in-your-workflows-60846"},"id":"9348","publicId":"60846","title":"Use Tables in your Workflows","content":"<h2><span style=\"color:#003872;\">Introduction<\/span><\/h2><p>Tables in\u00a0Nintex\u00a0is a centralized and scalable data platform built and designed for Automation; it seamlessly integrates into the\u00a0Nintex Automation Cloud\u00a0platform, allowing you to store and manage your process-related data. Workflow designers can create dynamic structures for the storage and management of data to be utilized to facilitate the design process across both Workflows and Forms. A Table can also help you reduce your reliance on external applications to store and manage data; instead, a Table can be created, and data can be safely and securely managed.<\/p><p>The following video will take you through using Tables in your Workflows.<\/p><p><oembed url=\"https:\/\/player.vimeo.com\/video\/893558615\"><\/oembed><\/p><p>\u00a0<\/p>","categoryName":"Nintex Automation Cloud","categoryId":"28","contentType":"article","featuredImage":"","likes":2,"views":465,"votes":0,"replyCount":3,"publishedAt":"2023-12-15T00:07:52+01:00","lastActivityAt":"2023-12-15T00:07:52+01:00","lastContributor":{"id":"47158","username":"brandiwoodson","avatar":""},"lastPostId":186,"author":{"id":"528","username":"SimonMuntz","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/4325dc0b-8f96-42f9-9f98-827bc3dffb08.png"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/nintex-automation-cloud-28","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-automation-cloud-28\/creating-a-form-in-multiple-languages-60758"},"id":"9293","publicId":"60758","title":"Creating a form in multiple languages","content":"<h2><strong>Language Translations<\/strong><\/h2><p>\u00a0<\/p><p>Using the translate feature, you can auto-translate form controls and error and system messages into multiple languages and then view and verify the translated controls, fields, and messages.<\/p><p>To see this feature in action, please watch the accompanying video.<\/p><oembed url=\"https:\/\/player.vimeo.com\/video\/886646753\"><\/oembed><p>\u00a0<\/p>","categoryName":"Nintex Automation Cloud","categoryId":"28","contentType":"article","featuredImage":"","likes":1,"views":141,"votes":0,"replyCount":0,"publishedAt":"2023-11-28T01:05:25+01:00","lastActivityAt":"2023-11-28T01:05:25+01:00","lastContributor":{"id":"528","username":"SimonMuntz","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/4325dc0b-8f96-42f9-9f98-827bc3dffb08.png"},"lastPostId":0,"author":{"id":"528","username":"SimonMuntz","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/4325dc0b-8f96-42f9-9f98-827bc3dffb08.png"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/nintex-automation-cloud-28","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-automation-cloud-28\/create-snippets-for-workflows-72429"},"id":"9718","publicId":"72429","title":"Create Snippets for workflows","content":"<h3>Introduction:<\/h3><p>Nintex workflow products are familiar with the concept of workflow snippets, which were first introduced over 10 years ago in\u00a0Nintex for SharePoint.<\/p><p>The addition of Snippets in Nintex Automation Cloud allows for faster workflow development by reusing pre-configured groups of actions. When a Snippet is created, it\u00a0appears in the action toolbox. This feature also allows you to copy groups of actions between workflows.<\/p><h3><br \/>Notes:<\/h3><ul><li>When you create a Snippet, only you can see it in the actions toolbar. It is not visible to other users of the tenant.<\/li>\t<li>If you can access multiple tenants, your Snippets will only appear in the tenant where you created them.<\/li>\t<li>Each user can\u00a0create up to 20 Snippets in a tenant.<\/li>\t<li>Snippets have a maximum size of 5MB.<\/li><\/ul><p>Please look at the video I've included below for more information.<\/p><h3>Video:<\/h3><oembed url=\"https:\/\/player.vimeo.com\/video\/1001039797\"><\/oembed><h3>Help File:<\/h3><p><a href=\"https:\/\/help.nintex.com\/en-US\/nwc\/Content\/Designer\/ActionsToolbox.htm\">https:\/\/help.nintex.com\/en-US\/nwc\/Content\/Designer\/ActionsToolbox.htm<\/a><\/p>","categoryName":"Nintex Automation Cloud","categoryId":"28","contentType":"article","featuredImage":"","likes":2,"views":51,"votes":0,"replyCount":0,"publishedAt":"2024-09-20T04:22:29+00:00","lastActivityAt":"2024-09-20T04:22:29+00:00","lastContributor":{"id":"528","username":"SimonMuntz","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/4325dc0b-8f96-42f9-9f98-827bc3dffb08.png"},"lastPostId":0,"author":{"id":"528","username":"SimonMuntz","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/4325dc0b-8f96-42f9-9f98-827bc3dffb08.png"},"sticky":false,"publicLabel":"How-To","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false}],"29":[{"categoryUrl":"https:\/\/community.nintex.com\/nintex-automation-k2-29","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-automation-k2-29\/video-tutorial-build-a-leave-request-application-72726"},"id":"9772","publicId":"72726","title":"Video tutorial: Build a leave request application","content":"<figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/f43a2440-09a0-4d95-933b-d1fcb4e0149c.gif\" width=\"410\" \/><\/figure><h2>\u00a0<\/h2><h2><strong>Build a leave request application with Nintex Automation K2<\/strong><\/h2><h2>\u00a0<\/h2><p>This beginner-level video tutorial guides you through building a simple leave request application using the K2 Designer. You'll learn how to combine SmartObjects, SmartForms, and workflows to create a process-driven application that automates leave requests and approvals.<\/p><h2>\u00a0<\/h2><h2><strong>Step-by-step instructions<\/strong><\/h2><h2>\u00a0<\/h2><h3>Step 1: Add application categories<\/h3><p>In this step, you will organize your K2 Designer environment by adding categories. Categories act like folders, keeping your applications and their artifacts (SmartObjects, views, forms, and workflows) neatly organized.\u00a0<\/p><p><oembed url=\"https:\/\/vimeo.com\/1027718145\/e709656a93?ts=0&amp;share=copy\"><\/oembed><\/p><h2>\u00a0<\/h2><h3>Step 2: Build the leave request SmartObject<\/h3><p>In this step, you will create a leave request SmartObject to store leave request data.<\/p><p><oembed url=\"https:\/\/vimeo.com\/1027714082\/33f6d187d5?ts=0&amp;share=copy\"><\/oembed><\/p><h2>\u00a0<\/h2><h3>Step 3: Build the leave request item view<\/h3><p>In this step, you will design an item view to display data from a single leave request record.\u00a0<\/p><p><oembed url=\"https:\/\/vimeo.com\/1027709824\/058a97008b?ts=0&amp;share=copy\"><\/oembed><\/p><h2>\u00a0<\/h2><h3>Step 4: Build the leave request list view<\/h3><p>In this step, you will create a read-only list view to display multiple leave request records. This view will be used on both the requester's form and the approver's form to show previous leave requests.<\/p><p><oembed url=\"https:\/\/vimeo.com\/1027702363\/41ee9eff0c?ts=0&amp;share=copy\"><\/oembed><\/p><h2>\u00a0<\/h2><h3>Step 5: Build the leave request SmartForm<\/h3><p>In this step, you will create the leave request form, which serves as the user interface for your application.\u00a0<\/p><p><oembed url=\"https:\/\/vimeo.com\/1033098535\/d270e1b2c2?ts=0&amp;share=copy\"><\/oembed><\/p><h2>\u00a0<\/h2><h3>Step 6: Create the leave request workflow<\/h3><p>In this step, you will design the workflow that automates the leave request process.\u00a0<\/p><p><oembed url=\"https:\/\/vimeo.com\/1033102157\/0bff465b49?ts=0&amp;share=copy\"><\/oembed><\/p><h2>\u00a0<\/h2><h3>Step 7: Add SmartObject method and task steps<\/h3><p>In this step, you will add a SmartObject Method step to update the request status in the SmartObject. Then, you will add a user task to assign the approval task to the requester's manager.<\/p><p><oembed url=\"https:\/\/vimeo.com\/1033108430\/1a4cdd38fe?ts=0&amp;share=copy\"><\/oembed><\/p><h2>\u00a0<\/h2><h3>Step 8: Add the decision step<\/h3><p>In this step, you will incorporate a decision step to route the workflow based on the approver's decision (approve or deny).<\/p><p><oembed url=\"https:\/\/vimeo.com\/1033201058\/9326fd1e4f?ts=0&amp;share=copy\"><\/oembed><\/p><h2>\u00a0<\/h2><h3>Step 9: Finalize the workflow<\/h3><p>In this step, you will add more SmartObject Method steps to update the request status based on the approval decision and conclude the workflow with an end step to indicate completion visually.<\/p><p><oembed url=\"https:\/\/vimeo.com\/1033203698\/62107691ca?ts=0&amp;share=copy\"><\/oembed><\/p><h2>\u00a0<\/h2><h3>Step 10: Deploy the workflow<\/h3><p>In this step, you will deploy the leave request workflow to the K2 server, making it available for use.\u00a0<\/p><p><oembed url=\"https:\/\/vimeo.com\/1033205355\/0435c21738?ts=0&amp;share=copy\"><\/oembed><\/p><p>\u00a0<\/p><h3>Step 11: Assign workflow rights<\/h3><p>In this step, you will grant appropriate permissions to users, allowing them to start new leave request workflows and view reports on their requests.<\/p><p><oembed url=\"https:\/\/vimeo.com\/1033206916\/416679619f?ts=0&amp;share=copy\"><\/oembed><\/p><h2>\u00a0<\/h2><h3>Step 12: Set the folio value<\/h3><p>In this step, you will configure the leave request form to set the folio value, which helps manage and track the form within the workflow process.<\/p><p><oembed url=\"https:\/\/vimeo.com\/1033216215\/0a2261cf90?ts=0&amp;share=copy\"><\/oembed><\/p><h2>\u00a0<\/h2><h3>Step 13: Set the current user's details on the form<\/h3><p>In this step, you will personalize the leave request form by automatically displaying the current user's name and email address using K2 system values.<\/p><p><oembed url=\"https:\/\/vimeo.com\/1033220802\/1d9d61b1e9?ts=0&amp;share=copy\"><\/oembed><\/p><h2>\u00a0<\/h2><h3>Step 14: Display requester details on the approval form<\/h3><p>In this step, you will configure the approval form to display the leave requester's previous leave requests, providing context for the approver's decision.<\/p><p><oembed url=\"https:\/\/vimeo.com\/1033224779\/755ff0ca3a?ts=0&amp;share=copy\"><\/oembed><\/p><h2>\u00a0<\/h2><h3>Step 15: Test the leave request application<\/h3><p>In this step, you will test the leave request application by submitting leave requests and responding to them as the approver, confirming the functionality of the workflow and the accuracy of the list view.<\/p><p><oembed url=\"https:\/\/vimeo.com\/1034149165\/998349ce20?ts=0&amp;share=copy\"><\/oembed><\/p><h2>\u00a0<\/h2><h2><strong>Conclusion<\/strong><\/h2><h2>\u00a0<\/h2><p>Following these steps, you built a functional leave request application using Nintex Automation K2. You've learned to integrate SmartObjects, SmartForms, and workflows to automate a common business process.<\/p><h2>\u00a0<\/h2><p>For more detailed information and advanced K2 features, explore the <a href=\"https:\/\/help.nintex.com\/en-US\/nintexautomation\/userguide\/current\/Content\/WelcomeLandingPages\/NintexK2Landing.htm\">Nintex Automation K2 Help Center<\/a>.<\/p><p>\u00a0<\/p><p>\u00a0<\/p>","categoryName":"Nintex Automation K2","categoryId":"29","contentType":"article","featuredImage":"","likes":1,"views":89,"votes":0,"replyCount":0,"publishedAt":"2025-01-07T16:05:11+00:00","lastActivityAt":"2025-01-07T16:05:11+00:00","lastContributor":{"id":"56546","username":"Nintex_Gerris","avatar":""},"lastPostId":0,"author":{"id":"56546","username":"Nintex_Gerris","avatar":""},"sticky":false,"publicLabel":"How-to","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/nintex-automation-k2-29","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-automation-k2-29\/build-your-first-decision-workflow-72338"},"id":"9689","publicId":"72338","title":"Build Your First Decision Workflow","content":"<p>\u00a0<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/017a154e-5439-4055-b2f4-2bc438c64167.png\" width=\"304\" \/><\/figure><p>\u00a0<\/p><p>Ready to dive\u00a0into the world of workflow automation? Let's begin with something simple. In this tutorial, you'll create a basic workflow that prompts you to choose your preferred sport: Football or Soccer.<\/p><p>\u00a0<\/p><h3><strong>Tutorial Overview<\/strong><\/h3><p>You will follow these steps:<\/p><ol><li>Add application categories<\/li>\t<li>Build the workflow<\/li>\t<li>Add email steps<\/li>\t<li>Deploy the workflow<\/li>\t<li>Assign workflow permissions<\/li>\t<li>Test the workflow<\/li><\/ol><p>\u00a0<\/p><h2><strong>Step-by-Step Instructions<\/strong><\/h2><h3><br \/>Step 1: Add Application Categories<\/h3><p>In this step, you will create categories to organize your application. Categories are like folders for your project. While optional, they help keep things tidy, especially when working with others. We'll use them to separate your tutorial projects.<br \/>\u00a0<\/p><p><oembed url=\"https:\/\/vimeo.com\/1008400089?share=copy\"><\/oembed><\/p><p>\u00a0<\/p><h3>Step 2: Build the Workflow<\/h3><p>In this step, we'll use the Workflow Designer to create a simple workflow. We'll start by adding a task step that asks you to choose between \"Football\" or \"Soccer.\" We'll add a decision step to handle your choice, creating paths for each possible answer.<br \/>\u00a0<\/p><p><oembed url=\"https:\/\/vimeo.com\/1008426233?share=copy\"><\/oembed><\/p><p>\u00a0<\/p><h3>Step 3: Add Email Steps<\/h3><p>In this step, we'll add two email steps to send confirmations based on your choice. Once you select \"Football\" or \"Soccer,\" the workflow will send you an email referencing your decision. We'll also add an end step to show the workflow is finished.<\/p><p>\u00a0<\/p><p><oembed url=\"https:\/\/vimeo.com\/1008427621?share=copy\"><\/oembed><\/p><p>\u00a0<\/p><h3>Step 4:\u00a0Deploy the Workflow<\/h3><p>In this step, you will make\u00a0your workflow available by deploying it to the server. Deploying a workflow publishes\u00a0it to the server, making it available for runtime use.<\/p><p>\u00a0<\/p><p><oembed url=\"https:\/\/vimeo.com\/1008428733?share=copy\"><\/oembed><\/p><p>\u00a0<\/p><h3>Step 5: Assign Workflow Permissions<\/h3><p>Now, let's make your workflow accessible to others. We'll use the Management site to grant all domain users the right to start and view your workflow. Since you created it, you already have full access, but we'll need to permit others to use it.<\/p><p>\u00a0<\/p><p><oembed url=\"https:\/\/vimeo.com\/1008431660?share=copy\"><\/oembed><\/p><p>\u00a0<\/p><h3>Step 6:\u00a0Test the Workflow<\/h3><p>Let's see if your workflow works as expected. We'll start an instance and make sure you receive the task notification. After replying, confirm that you get a confirmation email with the correct decision.<\/p><p>\u00a0<\/p><p><oembed url=\"https:\/\/vimeo.com\/1008435786?share=copy\"><\/oembed><\/p><p>\u00a0<\/p><h3>Conclusion<\/h3><p>Congratulations! You've successfully built your first workflow. Now you understand the basics of creating workflows, adding steps, interacting as a user, and using the management site.<\/p><p><br \/>For more information on Workflows, check out\u00a0<a href=\"https:\/\/help.nintex.com\/en-US\/nintexautomation\/userguide\/5.7\/Content\/K2-Workflow-Designer\/About\/About-Workflow-Designer.htm?tocpath=Create%7CWorkflows%7C_____0\">our help center<\/a>.<\/p><p>\u00a0<\/p>","categoryName":"Nintex Automation K2","categoryId":"29","contentType":"article","featuredImage":"","likes":1,"views":172,"votes":0,"replyCount":0,"publishedAt":"2024-09-12T08:17:27+00:00","lastActivityAt":"2024-09-12T08:17:27+00:00","lastContributor":{"id":"56546","username":"Nintex_Gerris","avatar":""},"lastPostId":0,"author":{"id":"56546","username":"Nintex_Gerris","avatar":""},"sticky":false,"publicLabel":"How-To","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/nintex-automation-k2-29","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-automation-k2-29\/hello-world-smartform-video-tutorial-72276"},"id":"9678","publicId":"72276","title":"Hello World SmartForm Video Tutorial","content":"<p>\u00a0<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/017a154e-5439-4055-b2f4-2bc438c64167.png\" width=\"304\" \/><\/figure><p>This beginner-level tutorial will teach you to build a straightforward \"Hello, World!\" style application using SmartForms. This form will allow you to enter data and press a button to receive a response. Completing this tutorial will familiarize you with the essential tools and techniques used to create views and forms.<\/p><p>\u00a0<\/p><h3><strong>Tutorial Overview<\/strong><\/h3><p>You will follow these steps:<\/p><ol><li>Add the Application Categories<\/li>\t<li>Create an Item View and Add Controls<\/li>\t<li>Create the Hello World Form<\/li>\t<li>Test the Hello World Form<\/li><\/ol><p>\u00a0<\/p><h2><strong>Step-by-Step Instructions<\/strong><\/h2><p>\u00a0<\/p><h3>Step 1: Add the Application Categories<\/h3><p>In this step, you will create categories to organize your application. Categories are like folders for your project. While optional, they help keep things tidy, especially when working with others. We'll use them to separate your tutorial projects.<\/p><p>\u00a0<\/p><p><oembed url=\"https:\/\/vimeo.com\/998682867\"><\/oembed><\/p><p>\u00a0<\/p><h3>Step 2:\u00a0Create an Item View and Add Controls<\/h3><p>In this step, you will create a new item view that will serve as the user interface for the Hello World application. You will add a label, a text box, and a button to the view. Then, you will configure a rule to validate the text box input and display a confirmation message if successful. In a later step, you will incorporate this view into a Hello World Form for user interaction.<\/p><p>\u00a0<\/p><p><oembed url=\"https:\/\/vimeo.com\/999032833\/6e5fad51fa\"><\/oembed><\/p><p>\u00a0<\/p><h3>Step 3:\u00a0Create the Hello World Form<\/h3><p>In this step, you will create a form based on the Hello World view. You'll customize the form's appearance by changing the title and size, then make it accessible to others by checking it in.<\/p><p>\u00a0<\/p><p><oembed url=\"https:\/\/vimeo.com\/999072042\/cc2244fca3?share=copy\"><\/oembed><\/p><p>\u00a0<\/p><h3>Step 4:\u00a0Test the Hello World Form<\/h3><p>In this step, you will test your Hello World Form<strong>.<\/strong> You'll check how it works by running it directly from the\u00a0Designer and by accessing it as an end-user using the Runtime URL.<\/p><p>\u00a0<\/p><p><oembed url=\"https:\/\/vimeo.com\/999076719\/abf6d0610d?share=copy\"><\/oembed><\/p><h2>\u00a0<\/h2><h2><strong>Conclusion<\/strong><\/h2><p>Congratulations! You have successfully created a simple \"Hello, World!\" SmartForm application. You now have a basic understanding of building views, adding controls, applying rules, and integrating them into forms in the\u00a0Designer.<\/p><p><br \/>For more information on SmartForms check out\u00a0<a href=\"https:\/\/help.nintex.com\/en-US\/nintexautomation\/userguide\/5.7\/Content\/Create\/SmartForms.htm?tocpath=Create%7CSmartForms%7C_____0\">our help center<\/a>.<\/p>","categoryName":"Nintex Automation K2","categoryId":"29","contentType":"article","featuredImage":"","likes":2,"views":100,"votes":0,"replyCount":0,"publishedAt":"2024-08-19T10:24:04+00:00","lastActivityAt":"2024-08-19T10:24:04+00:00","lastContributor":{"id":"56546","username":"Nintex_Gerris","avatar":""},"lastPostId":0,"author":{"id":"56546","username":"Nintex_Gerris","avatar":""},"sticky":false,"publicLabel":"How-To","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/nintex-automation-k2-29","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-automation-k2-29\/setting-a-default-value-for-a-calendar-control-60434"},"id":"9204","publicId":"60434","title":"Setting a default value for a Calendar Control","content":" <h2><strong>Problem<\/strong><\/h2><p>When setting a default value for a Calendar Control using the 'then set the properties of control' action, the value is not displayed during runtime.<\/p><p> <\/p><h2><strong>Solution<\/strong><\/h2><p>This is expected as the default value needs to be either Empty, Today or Now. If you need a default value to display dynamically, you can follow this with a 'transfer data' action that passes the default value to the Calendar control.<\/p>","categoryName":"Nintex Automation K2","categoryId":"29","contentType":"article","featuredImage":"","likes":0,"views":56,"votes":0,"replyCount":0,"publishedAt":"2023-09-25T07:25:08+02:00","lastActivityAt":"2023-09-25T07:25:08+02:00","lastContributor":{"id":"20986","username":"annao","avatar":""},"lastPostId":0,"author":{"id":"20986","username":"annao","avatar":""},"sticky":false,"publicLabel":"Knowledge Base","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/nintex-automation-k2-29","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-automation-k2-29\/user-processing-a-task-however-it-is-retained-in-the-same-state-60293"},"id":"9160","publicId":"60293","title":"User processing a task however it is retained in the same state","content":" <h2><strong>Problem<\/strong><\/h2><p>A specific user actions tasks that are assigned to directly to their account. However, when approving them, the tasks do not move on to the next step or complete. You will note that the user has no issues logging in and there are no errors are shown for the workflow.<\/p><p> <\/p><h2><strong>Solution<\/strong><\/h2><p>The root of the problem stems from the inclusion of an additional space at the end of users' usernames within the Server.Actioner table. This complication arises when a space is manually entered into the username field in the K2 Designer's destination. It's important to note that this issue only manifests when the user is not already listed in the [Server].[Actioner] table. <\/p><p><\/p>To enable the affected user to take action on worklist items, it's necessary to modify the Server.Actioner table. Please remember to make a backup of the database before making this change.<p><\/p>UPDATE [Server].[Actioner]SET [ActionerName] = '[RelevantUser]'WHERE ID = [UserID]","categoryName":"Nintex Automation K2","categoryId":"29","contentType":"article","featuredImage":"","likes":0,"views":39,"votes":0,"replyCount":0,"publishedAt":"2023-08-25T11:07:08+02:00","lastActivityAt":"2023-08-25T11:07:08+02:00","lastContributor":{"id":"21734","username":"Gareth","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/846353e8-b6b2-4e9d-8aa4-9851ca5e3d07.png"},"lastPostId":0,"author":{"id":"21734","username":"Gareth","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/846353e8-b6b2-4e9d-8aa4-9851ca5e3d07.png"},"sticky":false,"publicLabel":"Knowledge Base","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false}],"30":[{"categoryUrl":"https:\/\/community.nintex.com\/process-discovery-30","topicUrl":{"destination":"https:\/\/community.nintex.com\/process-discovery-30\/configure-the-train-the-robots-feature-29852"},"id":"690","publicId":"29852","title":"Configure the Train the Robots Feature","content":"<div class=\"inlineContent\"><div class=\"field Product__c\">Product:\u00a0Kryon Process Discovery<\/div><div class=\"field Version__c\">Product Version:\u00a019.X<\/div><div class=\"field Components__c\">Components:\u00a0Process Discovery Robot<\/div><\/div><div class=\"field Article_Contributors__c\">Article Contributors:\u00a0Kryon CS<\/div><div class=\"field Summary slds-rich-text-editor__output forceKnowledgeOutputRichTextForKnowledge\">Follow these steps to change the number of slides that are added before and after the discovered process (the default is 50) when you run Train the Robots<\/div><div class=\"field Prerequisites__c slds-rich-text-editor__output forceKnowledgeOutputRichTextForKnowledge\">Prerequisites:\u00a0N\/A<\/div><div class=\"field Steps__c slds-rich-text-editor__output forceKnowledgeOutputRichTextForKnowledge\"><br \/>Steps:<ol><li>On the Discovery Server's Windows Explorer, go to C:KryonConsoleWebConsoleXassetsdata<\/li>\t<li>open appConfig.prod.JSON in Notepad++ and edit the value of the 'padding' key:<\/li><\/ol><p>\u00a0<\/p><code>\"userRecordings\": { \"isDownloadUserSessionEnabled\": true, \"train\": { \"isTrainRobot\": true, \"padding\": 50<\/code><\/div>","categoryName":"Process Discovery","categoryId":"30","contentType":"article","featuredImage":"","likes":0,"views":51,"votes":0,"replyCount":0,"publishedAt":"2022-08-31T15:12:16+02:00","lastActivityAt":"2022-08-31T15:12:16+02:00","lastContributor":{"id":"20513","username":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg"},"lastPostId":0,"author":{"id":"20513","username":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/process-discovery-30","topicUrl":{"destination":"https:\/\/community.nintex.com\/process-discovery-30\/seq-tutorial-29851"},"id":"689","publicId":"29851","title":"Seq Tutorial","content":"<div class=\"inlineContent\"><div class=\"field Product__c\">Product:\u00a0Kryon RPA; Kryon Process Discovery<\/div><div class=\"field Version__c\">Product Version:\u00a0Seq - version 5.1.3200 and above | RPA V.19.3 and above<\/div><div class=\"field Components__c\">Components:\u00a0Seq<\/div><\/div><div class=\"field Summary slds-rich-text-editor__output forceKnowledgeOutputRichTextForKnowledge\">In this video you will learn how to work with Seq.<\/div><div class=\"field Prerequisites__c slds-rich-text-editor__output forceKnowledgeOutputRichTextForKnowledge\">Prerequisites:\u00a0Seq can be installed automatically from RPA v19.3.1 and above.<\/div><div class=\"field Steps__c slds-rich-text-editor__output forceKnowledgeOutputRichTextForKnowledge\">Steps:<\/div><div class=\"field Steps__c slds-rich-text-editor__output forceKnowledgeOutputRichTextForKnowledge\">\u00a0<\/div><div class=\"field Steps__c slds-rich-text-editor__output forceKnowledgeOutputRichTextForKnowledge\"><oembed url=\"https:\/\/youtu.be\/79rQIHmTDSA\"><\/oembed><\/div>","categoryName":"Process Discovery","categoryId":"30","contentType":"article","featuredImage":"","likes":0,"views":104,"votes":0,"replyCount":0,"publishedAt":"2022-08-31T15:12:16+02:00","lastActivityAt":"2022-08-31T15:12:16+02:00","lastContributor":{"id":"20513","username":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg"},"lastPostId":0,"author":{"id":"20513","username":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/process-discovery-30","topicUrl":{"destination":"https:\/\/community.nintex.com\/process-discovery-30\/understand-process-discovery-metadata-information-29854"},"id":"692","publicId":"29854","title":"Understand Process Discovery Metadata Information","content":"<div class=\"inlineContent\"><div class=\"field Product__c\">Product:\u00a0Kryon Process Discovery<\/div><div class=\"field Version__c\">Product Version:<\/div><div class=\"field Components__c\">Components:\u00a0Database<\/div><\/div><div class=\"field Article_Contributors__c\">Article Contributors:\u00a0Alex Voevodin, Diederik Quant<\/div><div class=\"field Summary slds-rich-text-editor__output forceKnowledgeOutputRichTextForKnowledge\">\u00a0<\/div><div class=\"field Summary slds-rich-text-editor__output forceKnowledgeOutputRichTextForKnowledge\"><strong>Export PD_RAW_DATA table from MySQL to Excel<\/strong><\/div><div class=\"field Steps__c slds-rich-text-editor__output forceKnowledgeOutputRichTextForKnowledge\">\u00a0<\/div><div class=\"field Steps__c slds-rich-text-editor__output forceKnowledgeOutputRichTextForKnowledge\">Steps:\u00a0First export the PD_RAW_DATA table from MySQL as seen in screen shot below (video recording attached for additional guidance below).<\/div><div class=\"field Steps__c slds-rich-text-editor__output forceKnowledgeOutputRichTextForKnowledge\">\u00a0<\/div><div class=\"field Steps__c slds-rich-text-editor__output forceKnowledgeOutputRichTextForKnowledge\"><img alt=\"23981iBF4965820D12F24F.jpg\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/23981iBF4965820D12F24F.jpg\" \/><br \/>\u00a0<p>Everything else is done in Excel below.<\/p><p>\u00a0<\/p><p><img alt=\"23982i786B2D08B2956ABC.jpg\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/23982i786B2D08B2956ABC.jpg\" \/><\/p><p>\u00a0<\/p>The raw data is already quite useful to find trends and figures.<br \/><br \/>Some data is using key values. Below is a list of the most common corresponding values.<br \/><br \/><strong>Most common event type value. See column \u201cEventType\u201d:<\/strong><br \/>15\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Mouse right click<br \/>14\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Mouse left click<br \/>13\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Mouse wheel<br \/>6\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Keyboard action<br \/>4\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Mouse doubleclick<br \/><br \/><strong>Most common Keystroke values. See column \u201cKeystokes\u201d (When EventType is 6 \ud83d\ude1e<\/strong><br \/>1\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Single key: User pressed a single key<br \/>3\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Key combo: User pressed multiple keys<br \/>5\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 ASCII Group: Combination of keys (see \u201cCombinations\u201d)<br \/>8\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Move group: user pressed keys which advance the process (see some specific keys in \u201cCombinations\u201d)<br \/><br \/><strong>Combinations column (When EventType is 6 and Keystroke is 5 or \ud83d\ude0e<\/strong><br \/>Here you could see many values. These are so called \u201cwindows.forms.keys\u201d. See the Microsoft documentation <a href=\"https:\/\/docs.microsoft.com\/en-us\/dotnet\/api\/system.windows.forms.keys?view=netframework-4.8\" rel=\"noopener noreferrer\" target=\"_blank\">here<\/a>.<br \/><br \/><strong>Some samples:<\/strong><br \/>13\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Enter\/Return<br \/>96\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Numeric value<br \/>36\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Home button<br \/>32\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Space<br \/>65-90\u00a0\u00a0\u00a0\u00a0 a-z<br \/>40\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Down arrow<br \/>39 \u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Right arrow<br \/>38\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Up arrow<br \/>37\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Left arrow<br \/>162\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Left-CTRL<br \/>160\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 Left-Shift<br \/>33\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 pgUp<br \/>36\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0\u00a0 home<br \/><br \/>If a user pressed for example the keys \u201c6789\u201d, then you will see something like \u201cCombinations:[[96],[96],[96],[96]].\u201d The only recorded keystrokes are keystrokes which are important for the process. No full text user input is saved. Just like above.<\/div>","categoryName":"Process Discovery","categoryId":"30","contentType":"article","featuredImage":"","likes":0,"views":81,"votes":0,"replyCount":0,"publishedAt":"2022-08-31T15:12:16+02:00","lastActivityAt":"2022-08-31T15:12:16+02:00","lastContributor":{"id":"20513","username":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg"},"lastPostId":0,"author":{"id":"20513","username":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/process-discovery-30","topicUrl":{"destination":"https:\/\/community.nintex.com\/process-discovery-30\/add-authentication-to-seq-29849"},"id":"687","publicId":"29849","title":"Add Authentication to Seq","content":"<p><strong>Product:\u00a0<\/strong>Kryon RPA; Kryon Process Discovery<\/p><p><strong>Product Version:<\/strong>\u00a0Seq - version 5.1.3200 and above | RPA - V.19.3 and above | PD \u2013 V19.2 and above<\/p><p><strong>Components:<\/strong>\u00a0Seq<\/p><p><strong>Article Contributors:<\/strong>\u00a0Ayelet Gazit<\/p><p><strong>Prerequisites:<\/strong>\u00a0N\/A<\/p><p>\u00a0<\/p><p><strong>Steps:<\/strong><\/p><p>By default, access to\u00a0Seq\u00a0log viewer\u00a0does not require\u00a0authentication. Anyone with the URL to SEQ server can view it.\u00a0<\/p><p>If your company security policy\u00a0requires it, it is possible to\u00a0enable Seq authentication.\u00a0<\/p><p>Here is how to do it:\u00a0<\/p><ol><li>Open Seq UI and click\u00a0\u201c<strong>S<\/strong><strong>ettings<\/strong>\u201d at the top menu.<\/li>\t<li>Go to \u201c<strong>SYSTEM<\/strong>\u201d on the left menu.<\/li>\t<li><strong>\"Authentication provider\"<\/strong>\u00a0will be set by\u00a0default\u00a0to \u201c<strong>Basic<\/strong>\u201d. You can click \u201c<strong>Change...<\/strong>\u201d to open the authentication configuration page.\u00a0<\/li>\t<li>Choose the authentication method and relevant details to activate it\u00a0<\/li><\/ol><p><img alt=\"23893i20162D2146751B72.jpg\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/23893i20162D2146751B72.jpg\" \/><\/p><p>\u00a0<\/p><p><img alt=\"23894i1CF0D0FF8E474B12.jpg\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/23894i1CF0D0FF8E474B12.jpg\" \/><\/p>","categoryName":"Process Discovery","categoryId":"30","contentType":"article","featuredImage":"","likes":0,"views":213,"votes":0,"replyCount":0,"publishedAt":"2022-08-31T15:12:16+02:00","lastActivityAt":"2022-08-31T15:12:16+02:00","lastContributor":{"id":"20513","username":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg"},"lastPostId":0,"author":{"id":"20513","username":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/process-discovery-30","topicUrl":{"destination":"https:\/\/community.nintex.com\/process-discovery-30\/pddr-is-not-recording-after-its-tenant-was-changed-29850"},"id":"688","publicId":"29850","title":"PDDR is not recording after its tenant was changed","content":"<div class=\"inlineContent\"><div class=\"field Product__c\">Product: Process Discovery<\/div><div class=\"field Version__c\">Product Version:\u00a019.2+<\/div><div class=\"field Components__c\">Components:\u00a0Process Discovery orchestrator; Process Discovery Robot<\/div><\/div><div class=\"field Article_Contributors__c\">\u00a0<\/div><div class=\"field Summary slds-rich-text-editor__output forceKnowledgeOutputRichTextForKnowledge\">This article will help you troubleshoot if your Process Discovery robot stops recording after its tenant is changed.<\/div><div class=\"field Summary slds-rich-text-editor__output forceKnowledgeOutputRichTextForKnowledge\">\u00a0<\/div><h3>Symptom:<\/h3><div class=\"field Symptom__c slds-rich-text-editor__output forceKnowledgeOutputRichTextForKnowledge\">To change a tenant of a robot, go to\u00a0<em>{Installation folder}PDDRpddr.exe.config<\/em>\u00a0and locate the line:<\/div><div class=\"field Symptom__c slds-rich-text-editor__output forceKnowledgeOutputRichTextForKnowledge\">\u00a0<\/div><div class=\"field Symptom__c slds-rich-text-editor__output forceKnowledgeOutputRichTextForKnowledge\"><em>&lt;add key=\u201dtenants\u201d value=\u201ddefault\u201d\/&gt;<\/em><\/div><div class=\"field Symptom__c slds-rich-text-editor__output forceKnowledgeOutputRichTextForKnowledge\">\u00a0<\/div><div class=\"field Symptom__c slds-rich-text-editor__output forceKnowledgeOutputRichTextForKnowledge\">Replace the value <em>\u201cdefault\u201d<\/em> with the name of the tenant you want this robot to be associated with. In some cases, after restarting the robot, its status will be stuck\u00a0on Connecting\u00a0and will not record.<\/div><div class=\"field Symptom__c slds-rich-text-editor__output forceKnowledgeOutputRichTextForKnowledge\">\u00a0<\/div><h3>Cause:<\/h3><div class=\"field Cause__c slds-rich-text-editor__output forceKnowledgeOutputRichTextForKnowledge\">This happens because the robot is trying to connect to its tenant group, but this group does not exist. You need to create this tenant in the GUI and restart the PDDR.<\/div><div class=\"field Cause__c slds-rich-text-editor__output forceKnowledgeOutputRichTextForKnowledge\">\u00a0<\/div><h3>Resolution:<\/h3><ol><li>Login to the Orchestrator, open Google Chrome and type in the address bar:\u00a0<em>localhost:8788\/app\/pipe<\/em><\/li>\t<li>Click on <strong>Tenants<\/strong>\u00a0in the blue ribbon on top of the page, then click on <strong>Add new tenant<\/strong>.<\/li>\t<li>Click <strong>Add<\/strong>\u00a0to save this new tenant.<\/li>\t<li>After restarting the PDDR, it will connect and start recording.<\/li><\/ol>","categoryName":"Process Discovery","categoryId":"30","contentType":"article","featuredImage":"","likes":0,"views":91,"votes":0,"replyCount":0,"publishedAt":"2022-08-31T15:12:16+02:00","lastActivityAt":"2022-08-31T15:12:16+02:00","lastContributor":{"id":"20513","username":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg"},"lastPostId":0,"author":{"id":"20513","username":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false}],"31":[{"categoryUrl":"https:\/\/community.nintex.com\/process-manager-31","topicUrl":{"destination":"https:\/\/community.nintex.com\/process-manager-31\/set-your-language-preference-in-process-manager-72503"},"id":"9736","publicId":"72503","title":"Set your language preference in Process Manager","content":"<p>No matter your site\u2019s default language, you can choose to display Process Manager in French, French Canadian, German, or Spanish without impacting other users on the site. Here\u2019s how to set your preferred language:<\/p><p>\u00a0<\/p><ol><li>Navigate to <strong>My Profile<\/strong> under your profile name (on the top right-hand side of the screen).<br \/>\t\u00a0\t<figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d46a11a1-144e-4700-ae6c-27fe0f1b2cab.png\" \/><\/figure><br \/>\t\u00a0<\/li>\t<li>In the \u201cChange My Language\u201d<strong> <\/strong>section, check the <strong>Manually set language <\/strong>option.<\/li>\t<li>From the drop-down list, select your preferred language from the following options:\t<ul><li>English<\/li>\t\t<li>French<\/li>\t\t<li>French Canadian<\/li>\t\t<li>German<\/li>\t\t<li>Spanish<br \/>\t\t\u00a0<\/li>\t<\/ul><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/195d0223-08af-4705-b356-a3821584d5f4.gif\" \/><\/figure><p>\u00a0<\/p>\t<\/li><\/ol><p>Once you select your language preference, it will immediately apply to the user interface. If you don\u2019t see the change immediately, please refresh your browser to ensure it updates.<\/p><p>\u00a0<\/p><blockquote><p><strong>Note<\/strong>: This language setting applies only to your user profile and will override the default language settings. If you do not manually set a language, Process Manager will default to your browser\u2019s language. If your browser\u2019s language is not supported, it will default to the <a href=\"https:\/\/help.nintex.com\/en-US\/promapp\/Admin\/Configuration.htm#SystemSettings\">site\u2019s language<\/a> setting.<\/p><\/blockquote><p>\u00a0<\/p><p>\u00a0<\/p><h2>Additional Information<\/h2><p>\u00a0<\/p><p><strong>\ud83c\udf0d<\/strong><strong> Regional Rollout<\/strong><\/p><p>The Nintex product team will implement a phased rollout of the new localization features over the upcoming releases to ensure stability and a smooth launch. Initially, the new language support will be available in select regions, followed by broader availability in other areas. Once the functionality is enabled in your area, you\u2019ll find a dedicated announcement in the \u201cWhat\u2019s New\u201d section of Process Manager. This phased approach allows us to monitor and refine the experience as we expand access. We hope you enjoy this new feature and look forward to expanding our language support further!<\/p><p>\u00a0<\/p><h2>References<\/h2><ul><li><a href=\"https:\/\/community.nintex.com\/content-corner-82\/introducing-localization-for-process-manager-72504\">Content Corner: Introducing Localization for Process Manager<\/a><\/li>\t<li><a href=\"https:\/\/help.nintex.com\/en-US\/promapp\/Navigation\/HomePage.htm\">Process Manager Help: Profile settings<\/a><\/li>\t<li><a href=\"https:\/\/help.nintex.com\/en-US\/promapp\/Admin\/Configuration.htm#SystemSettings\">Process Manager Help: System Settings configuration<\/a><\/li><\/ul><p>\u00a0<\/p><p>\u00a0<\/p><p>Have you spotted a gap or have an excellent idea? Your feedback matters to us, and we\u2019d love to hear it. Click <a href=\"https:\/\/ntxu.workflowcloud.com\/forms\/bb5f5a32-7312-4fde-a21e-7e7be536cd18\">here<\/a> to leave feedback, as your input helps us continuously improve Nintex University, Nintex Help, Nintex Community, and the Nintex How-To Center.<\/p>","categoryName":"Process Manager","categoryId":"31","contentType":"article","featuredImage":"","likes":1,"views":113,"votes":0,"replyCount":0,"publishedAt":"2024-10-15T11:35:54+00:00","lastActivityAt":"2024-10-15T11:35:54+00:00","lastContributor":{"id":"49397","username":"Nintex_Wasim","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/b1e90b55-c4f2-4d4d-ba3d-9356c4861484.png"},"lastPostId":0,"author":{"id":"49397","username":"Nintex_Wasim","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/b1e90b55-c4f2-4d4d-ba3d-9356c4861484.png"},"sticky":false,"publicLabel":"HOW-TO","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/process-manager-31","topicUrl":{"destination":"https:\/\/community.nintex.com\/process-manager-31\/add-documents-to-process-models-72432"},"id":"9719","publicId":"72432","title":"Add documents to process models","content":"<p>We\u2019re thrilled to announce a feature in Nintex Process Manager that enables users to associate supporting documents directly with specific elements in their process models, enhancing documentation and streamlining workflows. With this feature, you can effortlessly add various documents, whether policy manuals, technical specifications, or network files, ensuring all relevant information is organized and accessible.<\/p><p>\u00a0<\/p><p><strong>Document Association Methods<\/strong><\/p><p>You can associate documents in three distinct ways:<\/p><ul><li><strong>Attach<\/strong> existing documents from your Documents Library.<\/li>\t<li><strong>Upload <\/strong>new documents directly from your local device.<\/li>\t<li><strong>Link<\/strong> to external documents stored on a shared network drive.<\/li><\/ul><p>\u00a0<\/p><p><span style=\"background-color:#ffffff;\"><span style=\"color:#000000;\">Please remember that adding documents to process models is the same process as adding them to processes in Process Manager.<\/span><\/span> Watch our video to see this feature and discover how it can transform your process management experience!<\/p><p>\u00a0<\/p><p><oembed url=\"https:\/\/vimeo.com\/1009102250?share=copy\"><\/oembed><\/p><p>\u00a0<\/p><h2 id=\"toc-hId--709177498\">References<\/h2><ul><li><a href=\"https:\/\/help.nintex.com\/en-US\/promapp\/ProcessModel\/ElementGuide.htm\">Process Manager Help: Associating documents<\/a><\/li><\/ul><p>\u00a0<\/p><p>Have you spotted a gap or have an excellent idea? Your feedback matters to us, and we\u2019d love to hear it. Click\u00a0<a href=\"https:\/\/ntxu.workflowcloud.com\/forms\/bb5f5a32-7312-4fde-a21e-7e7be536cd18\">here<\/a>\u00a0to leave feedback, as your input helps us continuously improve Nintex University, Nintex Help, Nintex\u00a0Community, and the Nintex How-To Center.<\/p>","categoryName":"Process Manager","categoryId":"31","contentType":"article","featuredImage":"","likes":1,"views":46,"votes":0,"replyCount":0,"publishedAt":"2024-09-20T13:45:06+00:00","lastActivityAt":"2024-09-20T13:45:06+00:00","lastContributor":{"id":"49397","username":"Nintex_Wasim","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/b1e90b55-c4f2-4d4d-ba3d-9356c4861484.png"},"lastPostId":0,"author":{"id":"49397","username":"Nintex_Wasim","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/b1e90b55-c4f2-4d4d-ba3d-9356c4861484.png"},"sticky":false,"publicLabel":"HOW-TO","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/process-manager-31","topicUrl":{"destination":"https:\/\/community.nintex.com\/process-manager-31\/import-and-export-process-models-62337"},"id":"9607","publicId":"62337","title":"Import and export process models","content":"<p><span style=\"background-color:#ffffff;\"><span style=\"background-color:#ffffff;\"><span style=\"color:#000000;\">Process Modeling allows users to build more sophisticated process documentation directly within Nintex Process Manager using an easy drag-and-drop design canvas. It helps expand the existing capabilities within Process Manager and supports the complete descriptive Business Process Modeling and Notation (BPMN) 2.0 specification to align with modeling best practices and industry standards.<\/span><\/span><\/span><\/p><p>\u00a0<\/p><p>We're thrilled to introduce an intuitive new feature in Process Manager that makes it super easy to import your existing Microsoft Visio diagrams into the Nintex platform. Once you import them, these diagrams are automatically transformed into BPMN models, paving the way for streamlined documentation and future automatable workflows that will supercharge efficiency and productivity across your organization. We've put together a video showing exactly how to import and export process models in Process Manager. Join us and unlock the full potential of this powerful new capability!<\/p><p>\u00a0<\/p><p><oembed url=\"https:\/\/vimeo.com\/847395718\"><\/oembed><\/p><p>\u00a0<\/p><h2 id=\"toc-hId--709177498\">References<\/h2><ul><li><a href=\"https:\/\/help.nintex.com\/en-US\/promapp\/ProcessModel\/ImportandExport.htm#ImportfilesfromVisio\" rel=\"noreferrer noopener\" target=\"_blank\">Process Manager Help: Import and Export Process Models<\/a><\/li>\t<li><a href=\"https:\/\/community.nintex.com\/news-18\/transform-your-visio-diagrams-into-dynamic-bpmn-models-with-nintex-62060\" rel=\"noreferrer\" target=\"_self\">Process Manager News: Transform your Visio Diagrams into Dynamic BPMN Models<\/a><\/li><\/ul><p>\u00a0<\/p><p>Have you spotted a gap or have an excellent idea? Your feedback matters to us, and we\u2019d love to hear it. Click\u00a0<a href=\"https:\/\/ntxu.workflowcloud.com\/forms\/bb5f5a32-7312-4fde-a21e-7e7be536cd18\" rel=\"noreferrer noopener\" target=\"_blank\">here<\/a>\u00a0to leave feedback, as your input helps us continuously improve Nintex University, Nintex Help, Nintex\u00a0Community, and the Nintex How-To Center.<\/p>","categoryName":"Process Manager","categoryId":"31","contentType":"article","featuredImage":"","likes":2,"views":147,"votes":0,"replyCount":0,"publishedAt":"2024-06-24T13:49:32+00:00","lastActivityAt":"2024-06-24T13:49:32+00:00","lastContributor":{"id":"49397","username":"Nintex_Wasim","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/b1e90b55-c4f2-4d4d-ba3d-9356c4861484.png"},"lastPostId":0,"author":{"id":"49397","username":"Nintex_Wasim","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/b1e90b55-c4f2-4d4d-ba3d-9356c4861484.png"},"sticky":false,"publicLabel":"How-To","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/process-manager-31","topicUrl":{"destination":"https:\/\/community.nintex.com\/process-manager-31\/enable-process-modeling-in-process-manager-60669"},"id":"9276","publicId":"60669","title":"Enable process modeling in Process Manager","content":"<p><span style=\"color:#000000;\">Enabling process modeling allows Promasters to configure which roles and users can access process models. To enable process modeling:<\/span><\/p><ol><li>Select the Admin menu &gt; Models.\t<figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/c7acaa78-f01e-4a52-b68e-f5335240a276.jpg\" width=\"149\" \/><\/figure><p>\u00a0<\/p>\t<\/li>\t<li>Turn on\u00a0<strong>Enable process\u00a0modeling<\/strong>.\t<figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/5360a5ac-b010-4786-9cea-383a14cbc76a.gif\" \/><\/figure><p>\u00a0<\/p>\t<\/li>\t<li>Search and select the roles and users from the dropdown list to grant process model access.\t<figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/146d8f7a-29f6-479c-9f3b-7eec619afdd6.gif\" \/><\/figure><p>\u00a0<\/p>\t<\/li>\t<li>Click <strong>Save<\/strong>.<\/li><\/ol><p><span style=\"color:#000000;\">Once process modeling has been enabled and users have been granted access, the process modeling options are available to those users.<\/span><\/p><p>\u00a0<\/p><h2><span style=\"color:#000000;\">References<\/span><\/h2><ul><li><a href=\"http:\/\/help.nintex.com\/en-US\/promapp\/ProcessModel\/ProcessModel.htm\" rel=\"noreferrer noopener\" target=\"_blank\">Process Manager Help: Process Modeling<\/a><\/li><\/ul>","categoryName":"Process Manager","categoryId":"31","contentType":"article","featuredImage":"","likes":0,"views":264,"votes":0,"replyCount":0,"publishedAt":"2023-11-08T14:47:29+01:00","lastActivityAt":"2023-11-08T14:47:29+01:00","lastContributor":{"id":"49397","username":"Nintex_Wasim","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/b1e90b55-c4f2-4d4d-ba3d-9356c4861484.png"},"lastPostId":0,"author":{"id":"49397","username":"Nintex_Wasim","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/b1e90b55-c4f2-4d4d-ba3d-9356c4861484.png"},"sticky":false,"publicLabel":"KNOWLEDGE BASE","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/process-manager-31","topicUrl":{"destination":"https:\/\/community.nintex.com\/process-manager-31\/use-the-nintex-process-manager-quick-reference-guide-57211"},"id":"8994","publicId":"57211","title":"Use the Nintex Process Manager Quick Reference Guide","content":"<p>The attached Nintex Process Manager Quick Reference Guide is a handy resource to keep nearby while creating fantastic processes for your organization. This quick reference guide and our process writing techniques video provide\u00a0a potent combo for process authoring excellence!<\/p><p>\u00a0<oembed url=\"https:\/\/vimeo.com\/773868462\"><\/oembed><\/p><h2 id=\"toc-hId--709177498\">References<\/h2><ul><li><a href=\"https:\/\/help.nintex.com\/en-US\/promapp\/Processes\/ProcessWriting.htm\" rel=\"nofollow noreferrer noopener\">Process Manager Help: Process writing guidelines<\/a><\/li>\t<li>Nintex Process Manager - Quick Reference Guide (attached below)<\/li><\/ul>","categoryName":"Process Manager","categoryId":"31","contentType":"article","featuredImage":"","likes":0,"views":1268,"votes":0,"replyCount":0,"publishedAt":"2023-02-24T19:51:56+00:00","lastActivityAt":"2023-02-24T19:51:56+00:00","lastContributor":{"id":"47824","username":"Nintex_Sam","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/20675iC8B23670CCA2007B.jpg"},"lastPostId":0,"author":{"id":"47824","username":"Nintex_Sam","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/20675iC8B23670CCA2007B.jpg"},"sticky":false,"publicLabel":"How To","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false}],"32":[{"categoryUrl":"https:\/\/community.nintex.com\/esign-32","topicUrl":{"destination":"https:\/\/community.nintex.com\/esign-32\/navigate-the-my-profile-page-28277"},"id":"973","publicId":"28277","title":"Navigate the My Profile page","content":"<p>This video will teach you how to navigate the My Profile\u00a0page in Nintex eSign. The My Profile page allows you to make standard profile updates, adjust your profile preferences, and make profile security changes for your eSign account. This can be useful if you need to make an email or name change, update your physical location, or change your account password.<\/p><p>\u00a0<\/p><p><oembed url=\"https:\/\/youtu.be\/wQjYpg8vrv8\"><\/oembed><\/p>","categoryName":"eSign","categoryId":"32","contentType":"article","featuredImage":"","likes":0,"views":19,"votes":0,"replyCount":0,"publishedAt":"2022-02-15T10:52:10+00:00","lastActivityAt":"2022-06-10T21:53:34+00:00","lastContributor":{"id":"56555","username":"Nintex_Caroline","avatar":""},"lastPostId":0,"author":{"id":"56555","username":"Nintex_Caroline","avatar":""},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/esign-32","topicUrl":{"destination":"https:\/\/community.nintex.com\/esign-32\/fixing-kba-issue-with-signer-inputs-for-simple-setup-templates-28332"},"id":"1028","publicId":"28332","title":"Fixing KBA Issue with Signer Inputs for Simple Setup Templates","content":"<h2>Standard Knowledge Based Authentication Simple Setup<\/h2><p><em>Verifying KBA issues with Signer Sender Inputs on Simple Setup Templates<\/em><\/p><p>Before version 6.xx, there was an issue that when enabling KBA on a signer would make the template partial. This was caused by an error in the app that was not setting up an internal value required on specific KBA Sender Inputs to validate the integrity of the template, called \u201cExample Test\u201d.<\/p><p>To verify that a template has that issue, it is possible to confirm that following these steps:<\/p><p>\u00a0<\/p><p>1.- Edit the template that is partial and KBA is enabled on a signer.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/21030i84BFFEFB69FB2DD5.png\" alt=\"21030i84BFFEFB69FB2DD5.png\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p>2.- Once the template is open, go to the \u201cStatic Links\u201d button and click on it.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/21031i386F54D911F01AF3.png\" alt=\"21031i386F54D911F01AF3.png\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p>3.- Once clicked, it will popup a modal about Static Links setup.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/21029iB7331A1C2C7A8746.png\" alt=\"21029iB7331A1C2C7A8746.png\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p>4.- Scrolling down to the popup, we will be shown a \u201cVALIDATE\u201d button. It processes the template and check any issues on it. Click on it.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/21033i666148067E0FF5C2.png\" alt=\"21033i666148067E0FF5C2.png\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p>5.- Clicking on it will start validating the template and checking any issues that it may have. Once it finishes validating it, it will show us the issues that may have.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/21032i662D76B5B35E5B89.png\" alt=\"21032i662D76B5B35E5B89.png\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p>6.- If the template shows \u201cExample Text KBA State must be in state abbreviation format Minnesota =&gt; MN)\u201d and\/or \u201cExample Text KBA Zip code must be a 5 digit number\u201d, those are the issues that may be causing the template partial.<\/p><p>\u00a0<\/p><p>\u00a0<\/p><p>\u00a0<\/p><p>To solve those issues, we need to do the following:<\/p><p>1.- Close the \u201cValidation results\u201d popup and cancel the changes on \u201cStatic Links\u201d popup.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/21034iB66BAC833C898414.png\" alt=\"21034iB66BAC833C898414.png\" \/><\/p><p>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/21036i4B0102CC9CEA72E1.png\" alt=\"21036i4B0102CC9CEA72E1.png\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p>2.- One all the popups are closed, click on \u201cEDIT SENDER INPUT\u201d button at the top of the left menu, bellow the \u201cEDIT ENVELOPE\u201d button.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/21037iF2B370EE55AFA40E.png\" alt=\"21037iF2B370EE55AFA40E.png\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p>3.- Once clicked, it will be shown a \u201cManage Sender Input\u201d popup where we can see all the sender inputs set for the template.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/21035iC437508715005B81.png\" alt=\"21035iC437508715005B81.png\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p>4.- Then, it is needed to look up for one of the sender inputs that are having issues, first we will look up for KBA State.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/21040i1C93F40FAA33EF67.png\" alt=\"21040i1C93F40FAA33EF67.png\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p>5.- Clicking on it will let us update the configurations of the sender input.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/21039iA4E3DD5F4DFDFE5B.png\" alt=\"21039iA4E3DD5F4DFDFE5B.png\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p>6.- Go to the \u201cADVANCED\u201d tab.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/21038iAFB993CFB64B1BE5.png\" alt=\"21038iAFB993CFB64B1BE5.png\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p>7.- Then, it is needed to setup a Regular Expression, so the app automatically sets an Example Text for the Sender Input. In this case, it is needed to setup a Regular Expression that meets the requirements of the Knowledge Based Authentication provider for that respective field. Once we have it, we set it up on the Sender Input.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/21044i478DD444E0EF572E.png\" alt=\"21044i478DD444E0EF572E.png\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p>8.- Once the Regular Expression is set, proceed to click \u201cSAVE SENDER INPUT\u201d.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/21041i07DDBA39A0265F64.png\" alt=\"21041i07DDBA39A0265F64.png\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p>10.- The same will be needed for \u201cKBA Zip Code\u201d. Go to the configuration of the sender input and set the Regular Expression that fits for it.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/21043iC9D6AAA4A27879C1.png\" alt=\"21043iC9D6AAA4A27879C1.png\" \/><\/p><p>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/21046i8BF805BFADEAFF38.png\" alt=\"21046i8BF805BFADEAFF38.png\" \/><\/p><p>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/21047iEEE98DAB3ED7A5BB.png\" alt=\"21047iEEE98DAB3ED7A5BB.png\" \/><\/p><p>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/21045iC0D842FF07A4E0D3.png\" alt=\"21045iC0D842FF07A4E0D3.png\" \/><\/p><p>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/21048i833AEBFD2E4C581B.png\" alt=\"21048i833AEBFD2E4C581B.png\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p>\u00a0<\/p><p>In case that we have more than one signer, it will be required to update the respective KBA State and KBA Zip Code sender inputs for each signer.<\/p><p>\u00a0<\/p><p>Once all finished updating, we can go back to \u201cStatic Links\u201d popup and click \u201cVALIDATE\u201d to see that the KBA errors are gone.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/21049i004F77186217303E.png\" alt=\"21049i004F77186217303E.png\" \/><\/p><p>\u00a0<\/p><p>We can also verify that is fixed by checking the column \u201cPartial\u201d on the template list view has switched to \u201cNo\u201d.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/21050i0524196377012E31.png\" alt=\"21050i0524196377012E31.png\" \/><\/p><p>\u00a0<\/p>","categoryName":"eSign","categoryId":"32","contentType":"article","featuredImage":"","likes":0,"views":54,"votes":0,"replyCount":0,"publishedAt":"2022-02-15T11:52:10+01:00","lastActivityAt":"2022-02-15T11:52:10+01:00","lastContributor":{"id":"7901","username":"butlerj","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/1225i4B54E8BB77826F56.jpg"},"lastPostId":0,"author":{"id":"7901","username":"butlerj","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/1225i4B54E8BB77826F56.jpg"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/esign-32","topicUrl":{"destination":"https:\/\/community.nintex.com\/esign-32\/how-to-add-users-to-account-and-sub-account-28235"},"id":"934","publicId":"28235","title":"How To Add Users To Account And Sub-Account?","content":"<p>When adding a user to an\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Accounts\/ta-p\/211557\" rel=\"noopener noreferrer\" target=\"_self\">account<\/a>, the administrator may either be running in the account the user needs to be added or a higher level account by selecting the account to add the user.<\/p><p>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20335iB73DED32DC8D23E3.png\" alt=\"20335iB73DED32DC8D23E3.png\" \/><\/p>","categoryName":"eSign","categoryId":"32","contentType":"article","featuredImage":"","likes":0,"views":15,"votes":0,"replyCount":0,"publishedAt":"2022-02-15T11:52:10+01:00","lastActivityAt":"2022-02-15T11:52:10+01:00","lastContributor":{"id":"20513","username":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg"},"lastPostId":0,"author":{"id":"20513","username":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/esign-32","topicUrl":{"destination":"https:\/\/community.nintex.com\/esign-32\/using-conditional-logic-28249"},"id":"948","publicId":"28249","title":"Using Conditional Logic","content":"<p>To allow your users to use Conditional Logic in Simple Setup envelope templates, you must first enable it in your account's settings.\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Settings\/ta-p\/211538\" rel=\"noopener noreferrer\" target=\"_self\">Select the\u00a0<strong>\"Enable Conditional Logic\"<\/strong>\u00a0setting<\/a>\u00a0and set it to Yes. You may want to keep this feature disabled if you will not use it, as it adds additional choices in the Simple Setup designer.<br \/>\u00a0<\/p><p>The purpose of Conditional Logic is to allow you to enable or disable JotBlocks when they only need to be presented based on a certain condition.<br \/>\u00a0<\/p><p><strong>With Conditional Logic, you can:<\/strong><\/p><ul><li>hide a JotBlock that was initially displayed<\/li>\t<li>display a JotBlock that was initially hidden<\/li>\t<li>make a JotBlock not required that was initially required<\/li>\t<li>make a JotBlock required that was initially not required<br \/>\t\u00a0<\/li><\/ul><p>You cause those actions to happen by testing the input of another JotBlock.<\/p><p>For example, in the following example, we only want the signer to enter their previous residence address if they select that they have not been at their current address for more than 24 months.<br \/>\u00a0<\/p><p><strong>To accomplish this we must do the following:<\/strong><\/p><ul><li>first, set every JotBlock that should only be presented under certain conditions to be hidden<\/li>\t<li>then, create a Conditional Logic check that makes changes when the user selects \"No\" to \"Have you lived at your residence for more than 24 months (Y\/N)?\"<\/li>\t<li>and, finally, add actions that should take place when that condition is true<br \/>\t\u00a0<\/li><\/ul><p>The interface is adjusted to provide visual hints that items have been set to be hidden.\u00a0\u00a0Note that the items below the Yes\/No drop down selection are all highlighted with diagonal stripes.\u00a0 When you set a JotBlock to hidden, the display of the JotBlock will change.<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20475i087DDBD329CDA8CC.png\" alt=\"20475i087DDBD329CDA8CC.png\" \/><\/p><p>\u00a0<\/p><p>On the items to be hidden, we have initially set \"Hidden.\"<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20474i2DBDEF68E3EE795A.png\" alt=\"20474i2DBDEF68E3EE795A.png\" \/><\/p><p>\u00a0<\/p><p>You may not create conditions that check Fixed Text, Timestamp, or Signature JotBlocks.<\/p><p>The easiest way to create a check for a condition is to open the properties for the JotBlock to be tested (in this case, our Yes\/No dropdown),\u00a0 select the Conditional Logic tab, and click \"Add Condition.\"\u00a0 It is also possible to start from the properties of a JotBlock that will be changed by a condition.<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20473i31633375631F65FA.png\" alt=\"20473i31633375631F65FA.png\" \/><\/p><p>\u00a0<\/p><p>Create the condition to check for the state that changes the other JotBlocks.\u00a0 In this case, if the signer selects \"No\" they must enter additional information.<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20477iD5EA1F62CBDE8508.png\" alt=\"20477iD5EA1F62CBDE8508.png\" \/><\/p><p>\u00a0<\/p><p>Save the condition.\u00a0<br \/>\u00a0<\/p><p>Now we add actions to change the dependent JotBlocks.\u00a0 For most of the items, we change the state to show the JotBlock and make it required.\u00a0 Since \"address line 2\" is often optional when addresses are entered, we only set that JotBlock to show so the signer may skip it if it is not relevant to them.<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20476i8EECD114E4944B03.png\" alt=\"20476i8EECD114E4944B03.png\" \/><\/p><p>\u00a0<\/p><p>When Conditional Logic rules exist, you may review and edit them from the Conditional Logic tab on JotBlocks.\u00a0<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20478iE0FFC69118BBB602.png\" alt=\"20478iE0FFC69118BBB602.png\" \/><\/p><p>\u00a0<\/p><p>The sidebar \"Conditional Logic Summary\" button will also be enabled now, and it will also show all Conditional Logic rules.<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20479i3395DC92811CFB16.png\" alt=\"20479i3395DC92811CFB16.png\" \/><\/p><p>\u00a0<\/p><p>When the rules have been correctly configured, the signing experience will work as intended.\u00a0 The signer will be presented with only the JotBlocks that are required.\u00a0 The signer will be presented with additional JotBlocks when they answer a certain question \"No\".<br \/>\u00a0<\/p><p>The initial view when entering the form shows that the previous residence questions are not highlighted on the document, because they are hidden.<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20481i2972CACE6287787F.png\" alt=\"20481i2972CACE6287787F.png\" \/><\/p><p>\u00a0<\/p><p>If the signer selects \"No\", the additional items are now displayed and will be presented to the signer to provide input.<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20480iA5735E7C8DD5CE02.png\" alt=\"20480iA5735E7C8DD5CE02.png\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p>Other types of value checks are made available based on the type of JotBlock being tested.\u00a0 For example, you could check the text entered in a text JotBlock to see if it matches a specific value needed to trigger some change in other JotBlocks.\u00a0 You may also choose to perform case sensitive comparisons, and clean up extra white space that the user may enter.<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20482i0A12CDCF71A50607.png\" alt=\"20482i0A12CDCF71A50607.png\" \/><\/p><p>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20483iB91AABB681CE6FBC.png\" alt=\"20483iB91AABB681CE6FBC.png\" \/><\/p><p>\u00a0<\/p><p>It is important to remember that for dependencies between JotBlocks to be correctly enforced, the JotBlocks must be presented in the correct order to the signer.\u00a0 If what a user enters in JotBlock A determines whether JotBlock B is shown, JotBlock A must be presented to the signer before JotBlock B.\u00a0 You can always change the order JotBlocks are presented to signers by opening the Document Manager from the left toolbar, expanding the document to see the JotBlocks, and dragging them into a new position.<br \/>\u00a0<\/p><p>To change the JotBlock order, click on the order icon to the right of the listed JotBlock ...<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20484i360F9FFBAEA081B3.png\" alt=\"20484i360F9FFBAEA081B3.png\" \/><\/p><p>\u00a0<\/p><p>... drag the JotBlock to the new location ...<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20485i7F0D8BC77BD67C30.png\" alt=\"20485i7F0D8BC77BD67C30.png\" \/><\/p><p>\u00a0<\/p><p>... and release the mouse button.<br \/>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20486iC372F0148AFC7D65.png\" alt=\"20486iC372F0148AFC7D65.png\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p>","categoryName":"eSign","categoryId":"32","contentType":"article","featuredImage":"","likes":0,"views":237,"votes":0,"replyCount":0,"publishedAt":"2022-02-15T11:52:10+01:00","lastActivityAt":"2022-02-15T11:52:10+01:00","lastContributor":{"id":"20513","username":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg"},"lastPostId":0,"author":{"id":"20513","username":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/esign-32","topicUrl":{"destination":"https:\/\/community.nintex.com\/esign-32\/how-to-view-my-reports-28237"},"id":"936","publicId":"28237","title":"How To View My Reports?","content":"<p><a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Reports-Overview\/ta-p\/211573\" rel=\"noopener noreferrer\" target=\"_self\">Reports<\/a>\u00a0can be accessed by users that have\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Users-And-User-Settings\/ta-p\/211549\" rel=\"noopener noreferrer\" target=\"_self\">permission<\/a>\u00a0to view document reports. To access reports, click on the \u201cView Reports\u201d button after login to your AssureSign account.<\/p><p>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20332i7555CA87DA56748B.png\" alt=\"20332i7555CA87DA56748B.png\" \/><\/p>","categoryName":"eSign","categoryId":"32","contentType":"article","featuredImage":"","likes":0,"views":17,"votes":0,"replyCount":0,"publishedAt":"2022-02-15T11:52:10+01:00","lastActivityAt":"2022-02-15T11:52:10+01:00","lastContributor":{"id":"20513","username":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg"},"lastPostId":0,"author":{"id":"20513","username":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false}],"33":[{"categoryUrl":"https:\/\/community.nintex.com\/docgen-for-salesforce-33","topicUrl":{"destination":"https:\/\/community.nintex.com\/docgen-for-salesforce-33\/switch-to-oauth-individual-consent-for-docusign-legacy-integrations-72460"},"id":"9726","publicId":"72460","title":"Switch to OAuth Individual Consent for DocuSign Legacy Integrations","content":"<h2>DocuSign is deprecating its basic authentication methods:<\/h2><h2><strong>Legacy Authentication<\/strong>\u00a0and\u00a0<strong>Send-On-Behalf-Of<\/strong>\u00a0(SOBO).<\/h2><p>\u00a0<\/p><p>These authentication methods are currently available with the integration of Nintex DocGen for Salesforce and DocuSign for Salesforce (DocuSign\u2019s Legacy Salesforce app). These authentication methods will be deprecated on\u00a0<strong>January\u00a031st, 2025<\/strong>.\u23f0<\/p><p>To continue using\u00a0this DocuSign (Legacy) integration in Nintex DocGen for Salesforce, you must\u00a0switch to one of the following authentication methods:<\/p><p><strong>OAuth\u2014Individual Consent<\/strong>\u00a0or OAuth\u2014Admin\u00a0Consent.\u00a0<\/p><p>This article covers <strong>OAuth-Individual Consent<\/strong>.\u00a0\u2705<\/p><p>Experience a seamless, step-by-step journey, with every detail perfectly tailored to guide both you and your end users to success.\ud83d\udce3<\/p><section><section class=\"callout callout-blue\"><div><div><div><div><section><p>If you have already integrated Nintex DocGen for Salesforce with the new DocuSign Apps Launcher, this\u00a0<strong>does not<\/strong>\u00a0apply to you. However,\u00a0both the DocuSign Apps Launcher and DocuSign (Legacy) integrations can be run side-by-side\u00a0as you migrate each package over at\u00a0your own speed.<\/p><\/section><\/div><\/div><\/div><\/div><\/section><oembed url=\"https:\/\/vimeo.com\/1014541680?share=copy\"><\/oembed><\/section><p>This video covers:<\/p><ul><li>Upgrade process for Nintex DocGen for Salesforce.<\/li>\t<li>Review of needed DocuSign user requirements.<\/li>\t<li>Integration setup in Nintex DocGen for Salesforce.<\/li><\/ul><p>\u00a0<\/p><p><strong>After<\/strong>\u00a0you have watched the video, the links below may be helpful:<\/p><ul><li><a href=\"https:\/\/test.salesforce.com\/?retURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04t2E000003kYjxQAE\">Sandbox - Upgrade Nintex DocGen for Salesforce to 18.10<\/a><\/li>\t<li><a href=\"https:\/\/login.salesforce.com\/?retURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04t2E000003kYjxQAE\">Production - Upgrade Nintex DocGen for Salesforce to 18.10<\/a><\/li><\/ul><p>\u00a0<\/p><p>\u00a0<\/p>","categoryName":"DocGen for Salesforce","categoryId":"33","contentType":"article","featuredImage":"","likes":0,"views":37,"votes":0,"replyCount":0,"publishedAt":"2024-09-30T22:56:58+00:00","lastActivityAt":"2024-09-30T22:56:58+00:00","lastContributor":{"id":"55989","username":"Nintex_Amy","avatar":""},"lastPostId":0,"author":{"id":"55989","username":"Nintex_Amy","avatar":""},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/docgen-for-salesforce-33","topicUrl":{"destination":"https:\/\/community.nintex.com\/docgen-for-salesforce-33\/switch-to-oauth-admin-consent-for-docusign-legacy-integrations-72435"},"id":"9720","publicId":"72435","title":"Switch to OAuth Admin Consent for DocuSign Legacy Integrations","content":"<h2>DocuSign is deprecating its basic authentication methods:<\/h2><h2><strong>Legacy Authentication<\/strong> and <strong>Send-On-Behalf-Of<\/strong> (SOBO).<\/h2><p>\u00a0<\/p><p>These authentication methods are currently available with the integration of Nintex DocGen for Salesforce and DocuSign for Salesforce (DocuSign\u2019s Legacy Salesforce app). These authentication methods will be deprecated on <strong>January\u00a031st, 2025<\/strong>.<\/p><p>To continue using\u00a0this DocuSign (Legacy) integration in Nintex DocGen for Salesforce, you must\u00a0switch to one of the following authentication methods:<\/p><p><strong>OAuth\u2014Admin Consent<\/strong> or OAuth\u2014Individual Consent.\u00a0<\/p><p>This article covers OAuth-Admin Consent.\u00a0<\/p><section class=\"callout callout-blue\"><div><div><div><div><div><div><p>If you have already integrated Nintex DocGen for Salesforce with the new DocuSign Apps Launcher, this <strong>does not<\/strong> apply to you. However,\u00a0both the DocuSign Apps Launcher and DocuSign (Legacy) integrations can be run side-by-side\u00a0as you migrate each package over at\u00a0your own speed.<\/p><\/div><\/div><\/div><\/div><\/div><\/div><\/section><h3>\u00a0<\/h3><p>The following video provides guidance on how to start using OAuth\u2014Admin Consent with DocuSign (Legacy) integration with Nintex DocGen for Salesforce.\u00a0<\/p><p><oembed url=\"https:\/\/vimeo.com\/1010778016?share=copy\"><\/oembed><\/p><p>This video covers:<\/p><p>Upgrade process for Nintex DocGen for Salesforce.<br \/>Review of needed DocuSign settings.<br \/>Integration setup in Nintex DocGen for Salesforce.<\/p><p>\u00a0<\/p><p><strong>After<\/strong> you have watched the video, these links may be helpful.\u00a0<\/p><p><a href=\"https:\/\/test.salesforce.com\/?retURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04t2E000003kYjxQAE\">Sandbox - Direct Download of Nintex DocGen for Salesforce version 18.10<\/a><\/p><p><a href=\"https:\/\/login.salesforce.com\/?retURL=%2Fpackaging%2FinstallPackage.apexp%3Fp0%3D04t2E000003kYjxQAE\">Production - Direct Download of Nintex DocGen for Salesforce version 18.10<\/a><\/p><p>\u00a0<\/p>","categoryName":"DocGen for Salesforce","categoryId":"33","contentType":"article","featuredImage":"","likes":0,"views":140,"votes":0,"replyCount":0,"publishedAt":"2024-09-20T19:49:48+00:00","lastActivityAt":"2024-09-20T19:49:48+00:00","lastContributor":{"id":"55989","username":"Nintex_Amy","avatar":""},"lastPostId":0,"author":{"id":"55989","username":"Nintex_Amy","avatar":""},"sticky":false,"publicLabel":"How-To","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/docgen-for-salesforce-33","topicUrl":{"destination":"https:\/\/community.nintex.com\/docgen-for-salesforce-33\/integrate-docgen-for-salesforce-with-docusign-apps-launcher-72183"},"id":"9654","publicId":"72183","title":"Integrate DocGen for Salesforce with DocuSign Apps Launcher","content":"<h2>It\u2019s time to integrate DocGen for Salesforce with the new DocuSign Apps Launcher!<\/h2><p>DocuSign announced\u00a0that it will retire its Legacy authentication\u00a0on September 30, 2024. Any Nintex DocGen\u00ae\ufe0f for Salesforce customers currently using our DocuSign (Legacy)\u00a0integration must make changes before January 31, 2025 to continue using DocuSign with DocGen. The three videos below are designed to make this process easy for you.\u00a0<\/p><p>\u00a0<\/p><h3>Create a DocuSign delivery option with the DocuSign Apps Launcher integration<\/h3><p>Dive into the DocuSign Apps Launcher with our comprehensive video guide. This tutorial is designed to walk you through every step easily. In this tutorial, you will:<\/p><ol><li><strong>Upgrade <\/strong>Nintex DocGen for Salesforce to version 19.10 or higher.<\/li>\t<li><strong>Install <\/strong>the DocuSign Apps Launcher.<\/li>\t<li><strong>Learn<\/strong> about the requirements for your DocuSign account.<\/li>\t<li><strong>Integrate <\/strong>DocuSign with Nintex DocGen for Salesforce.<\/li>\t<li><strong>Build <\/strong>a DocuSign electronic signature delivery option on a DocGen Package.<\/li>\t<li><strong>Apply<\/strong> recipient tags to a document on a DocGen Package.<\/li><\/ol><p><oembed url=\"https:\/\/vimeo.com\/974249513\"><\/oembed><\/p><h3>\u00a0<\/h3><h3>Convert existing DocuSign Legacy delivery option through the DocuSign Apps Launcher integration<\/h3><p>If you have completed your dive into the DocuSign Apps Launcher and are now ready to convert your DocuSign Legacy delivery options, the next video is for you.<\/p><p>For this video, you\u00a0should have already:<\/p><ol><li><strong>Updated<\/strong> Nintex DocGen for Salesforce to version 19.10 or higher.<\/li>\t<li><strong>Installed<\/strong> the DocuSign Apps Launcher.<\/li>\t<li><strong>Verified<\/strong> the requirements for your DocuSign account.<\/li>\t<li><strong>Integrated<\/strong> DocuSign with Nintex DocGen for Salesforce.<\/li><\/ol><p>If you have completed all of the above steps, you are ready to convert those DocuSign Legacy delivery options to the DocuSign Apps Launcher. In some cases, building a new DocGen package may be preferable, but this method is a nice way to accelerate moving to our newest DocuSign integration<\/p><p><oembed url=\"https:\/\/vimeo.com\/978484387\"><\/oembed><\/p><p>\u00a0<\/p><h3>Add Related List for DocuSign Recipient in Salesforce Classic<\/h3><p>You have transitioned your document delivery options from DocuSign Legacy to DocuSign. The next video provides a tutorial\u00a0If you are still using Salesforce Classic and want to add related lists.<\/p><p><oembed url=\"https:\/\/vimeo.com\/988994486\"><\/oembed><\/p><p>\u00a0<\/p><h2>Additional Information<\/h2><ul><li><a href=\"http:\/\/community.nintex.com\/docgen-for-salesforce-33\/install-docgen-for-salesforce-62225?tid=62225&amp;fid=33\" rel=\"noreferrer\">Nintex How-To Center: Install DocGen for Salesforce<\/a><\/li>\t<li><a href=\"https:\/\/help.nintex.com\/en-US\/docgensf\/DeliveryStorage\/DocuSignDelivery.htm\" rel=\"noreferrer noopener\">Nintex Help: DocuSign Delivery Option<\/a><\/li><\/ul>","categoryName":"DocGen for Salesforce","categoryId":"33","contentType":"article","featuredImage":"","likes":6,"views":1302,"votes":0,"replyCount":0,"publishedAt":"2024-07-24T17:40:30+00:00","lastActivityAt":"2024-07-24T17:40:30+00:00","lastContributor":{"id":"55989","username":"Nintex_Amy","avatar":""},"lastPostId":0,"author":{"id":"55989","username":"Nintex_Amy","avatar":""},"sticky":false,"publicLabel":"How-To","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/docgen-for-salesforce-33","topicUrl":{"destination":"https:\/\/community.nintex.com\/docgen-for-salesforce-33\/install-or-upgrade-docgen-for-salesforce-62225"},"id":"9540","publicId":"62225","title":"Install or upgrade DocGen for Salesforce","content":"<p>Are you ready to <strong>install<\/strong> DocGen for Salesforce for the first time or perform an <strong>upgrade<\/strong>? Follow these simple steps, and you'll be up and running in no time! \ud83d\ude80<\/p><p><oembed url=\"https:\/\/vimeo.com\/952486984?share=copy\"><\/oembed><\/p><h3>References<\/h3><ul><li><a href=\"https:\/\/help.nintex.com\/en-US\/docgensf\/Installation\/Installation.htm\">Nintex Help- Install, upgrade or purchase Nintex DocGen. <\/a><\/li><\/ul>","categoryName":"DocGen for Salesforce","categoryId":"33","contentType":"article","featuredImage":"","likes":2,"views":199,"votes":0,"replyCount":0,"publishedAt":"2024-06-10T17:34:33+00:00","lastActivityAt":"2024-06-10T17:34:33+00:00","lastContributor":{"id":"55989","username":"Nintex_Amy","avatar":""},"lastPostId":0,"author":{"id":"55989","username":"Nintex_Amy","avatar":""},"sticky":false,"publicLabel":"How-to","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/docgen-for-salesforce-33","topicUrl":{"destination":"https:\/\/community.nintex.com\/docgen-for-salesforce-33\/write-nintex-esign-data-back-to-salesforce-62124"},"id":"9483","publicId":"62124","title":"Write Nintex eSign data back to Salesforce","content":"<h2>\u00a0<\/h2><p>This comprehensive video will teach you how to write Nintex eSign data back to Salesforce. The process includes creating a Nintex eSign template and setting up the eSign data to write back to Salesforce. Additionally, it covers linking an eSign template to the Delivery option in DocGen for Salesforce.<\/p><p><oembed url=\"https:\/\/vimeo.com\/944622457?share=copy\"><\/oembed><\/p><h2>References<\/h2><ul><li><a href=\"https:\/\/help.nintex.com\/en-us\/assuresign\/Content\/SetupTemplates\/Simple-Setup-Templates.htm?tocpath=Create%20a%20template%7C_____0\" rel=\"noreferrer noopener\">Nintex eSign Help: Build an eSign template in the Nintex eSign portal<\/a><\/li>\t<li><a href=\"https:\/\/help.nintex.com\/en-US\/docgensf\/DataCapture.htm\" rel=\"noreferrer noopener\">DocGen for Salesforce Help: Set up eSign data to write back to Salesforce<\/a><\/li>\t<li><a href=\"https:\/\/help.nintex.com\/en-US\/docgensf\/DeliveryStorage\/NintexAssureSignDelivery.htm\" rel=\"noreferrer noopener\">DocGen for Salesforce Help: Link an eSign template to the Delivery option DocGen for Salesforce<\/a><\/li>\t<li><a href=\"https:\/\/help.nintex.com\/en-US\/docgensf\/DeliveryStorage\/NintexAssureSignDelivery.htm\" rel=\"noreferrer noopener\">DocGen for Salesforce Help: Nintex eSign Delivery Option<\/a><\/li>\t<li><a href=\"https:\/\/help.nintex.com\/en-US\/docgensf\/Templates\/Templates.htm\" rel=\"noreferrer noopener\">DocGen for Salesforce Help:\u00a0Templates<\/a><\/li><\/ul>","categoryName":"DocGen for Salesforce","categoryId":"33","contentType":"article","featuredImage":"","likes":5,"views":112,"votes":0,"replyCount":0,"publishedAt":"2024-05-28T16:38:58+00:00","lastActivityAt":"2024-05-28T16:38:58+00:00","lastContributor":{"id":"55989","username":"Nintex_Amy","avatar":""},"lastPostId":0,"author":{"id":"55989","username":"Nintex_Amy","avatar":""},"sticky":false,"publicLabel":"How To","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false}],"34":[{"categoryUrl":"https:\/\/community.nintex.com\/rpa-34","topicUrl":{"destination":"https:\/\/community.nintex.com\/rpa-34\/bubbles-text-editing-and-input-fields-in-nintex-rpa-72586"},"id":"9752","publicId":"72586","title":"Bubbles text editing and input fields in Nintex RPA","content":"<p>Discover how to make your wizards more interactive with text and input fields in Nintex RPA. Learn to customize bubble content with formatted text, images, hyperlinks, and dynamic variables. Plus, see how to set up input fields to collect essential user data, with options like text, dropdowns, checkboxes, and more!<br \/>\u00a0<\/p><p>\ud83d\udc49\u00a0<strong>Watch Now:<\/strong>\u00a0<br \/>\u00a0<\/p><oembed url=\"https:\/\/vimeo.com\/1025155565\/d370f3eccf\"><\/oembed><p>\u00a0<\/p>","categoryName":"RPA","categoryId":"34","contentType":"article","featuredImage":"","likes":0,"views":33,"votes":0,"replyCount":0,"publishedAt":"2024-11-07T11:17:19+00:00","lastActivityAt":"2024-11-07T11:17:19+00:00","lastContributor":{"id":"51054","username":"Yotam","avatar":""},"lastPostId":0,"author":{"id":"51054","username":"Yotam","avatar":""},"sticky":false,"publicLabel":"How-To","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/rpa-34","topicUrl":{"destination":"https:\/\/community.nintex.com\/rpa-34\/adding-bubbles-in-nintex-rpa-72461"},"id":"9727","publicId":"72461","title":"Adding bubbles in Nintex RPA","content":"<p>Learn how to add and position bubbles in Nintex RPA and explore different bubble types\u2014including Standard, Anchored, Tooltip, and Help Button. Discover how to create intuitive and engaging wizards that effectively guide users through your processes.<\/p><p>\ud83d\udc49 <strong>Watch Now:<\/strong>\u00a0<\/p><p><oembed url=\"https:\/\/vimeo.com\/1011076022?share=copy\"><\/oembed><\/p>","categoryName":"RPA","categoryId":"34","contentType":"article","featuredImage":"","likes":1,"views":51,"votes":0,"replyCount":0,"publishedAt":"2024-10-01T11:48:40+00:00","lastActivityAt":"2024-10-01T11:48:40+00:00","lastContributor":{"id":"51054","username":"Yotam","avatar":""},"lastPostId":0,"author":{"id":"51054","username":"Yotam","avatar":""},"sticky":false,"publicLabel":"HOW-TO","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/rpa-34","topicUrl":{"destination":"https:\/\/community.nintex.com\/rpa-34\/replace-dynamic-advanced-command-72224"},"id":"9666","publicId":"72224","title":"Replace dynamic advanced command","content":"<p>Check out our latest tutorial on the\u00a0<strong>Replace dynamic advanced command<\/strong>\u00a0in Nintex RPA!<\/p><p>Learn how to clean and standardize data, and modify strings effectively within your wizards.<\/p><p>\u00a0<\/p><h3>What You Will Learn:<\/h3><ul><li>How to use the Replace Dynamic Advanced Command.<\/li>\t<li>Practical examples of updating names and manipulating variables.<\/li>\t<li>Best practices for effective automation with this command.<\/li><\/ul><oembed url=\"https:\/\/vimeo.com\/989540732\/f8f741a456?share=copy\"><\/oembed><p>\u00a0<\/p><p>For more information on advanced commands check out\u00a0<a href=\"https:\/\/help.nintex.com\/en-US\/kryonrpa\/24.4\/Content\/AdvancedCommands\/Advanced_Commands.htm?tocpath=Studio%7CStudio%20Features%7CAdvanced%20Commands%7C_____0#_Toc103164885\" rel=\"noreferrer noopener\">our help center<\/a><br \/><br \/>\u00a0<\/p><h3>Join the Discussion:<\/h3><p>Share your thoughts and questions below!<\/p>","categoryName":"RPA","categoryId":"34","contentType":"article","featuredImage":"","likes":0,"views":44,"votes":0,"replyCount":0,"publishedAt":"2024-08-01T12:53:12+00:00","lastActivityAt":"2024-08-01T12:53:12+00:00","lastContributor":{"id":"51054","username":"Yotam","avatar":""},"lastPostId":0,"author":{"id":"51054","username":"Yotam","avatar":""},"sticky":false,"publicLabel":"How-To","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/rpa-34","topicUrl":{"destination":"https:\/\/community.nintex.com\/rpa-34\/mathematics-dynamic-advanced-command-62223"},"id":"9538","publicId":"62223","title":"Mathematics dynamic advanced command","content":"<p>Check out our latest tutorial on the <strong>Mathematics dynamic advanced command<\/strong> in Nintex RPA! Learn how to perform calculations on variables using constants or other variable values to enhance your wizards.<br \/>\u00a0<\/p><h3>What You Will Learn:<\/h3><ul><li>How to use the Mathematics Dynamic Advanced Command.<\/li>\t<li>Practical examples of variable calculations.<\/li>\t<li>Best practices for effective automation with this command.<br \/>\t\u00a0<\/li><\/ul><p><oembed url=\"https:\/\/vimeo.com\/951449456?share=copy\"><\/oembed><\/p><p>For more information on advanced commands check out <a href=\"https:\/\/help.nintex.com\/en-US\/kryonrpa\/24.4\/Content\/AdvancedCommands\/Advanced_Commands.htm?tocpath=Studio%7CStudio%20Features%7CAdvanced%20Commands%7C_____0#_Toc103164885\" target=\"_blank\" rel=\"noreferrer noopener\">our help center<\/a><br \/><br \/>\u00a0<\/p><h3>Join the Discussion:<\/h3><p>Share your thoughts and questions below!<\/p>","categoryName":"RPA","categoryId":"34","contentType":"article","featuredImage":"","likes":4,"views":28,"votes":0,"replyCount":0,"publishedAt":"2024-06-10T13:22:40+00:00","lastActivityAt":"2024-06-10T13:22:40+00:00","lastContributor":{"id":"51054","username":"Yotam","avatar":""},"lastPostId":0,"author":{"id":"51054","username":"Yotam","avatar":""},"sticky":false,"publicLabel":"How-To","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/rpa-34","topicUrl":{"destination":"https:\/\/community.nintex.com\/rpa-34\/install-nintex-connector-using-crx-file-60438"},"id":"9207","publicId":"60438","title":"Install Nintex Connector using CRX File","content":" <h2><strong>Problem<\/strong><\/h2><p>In some environments, internet access may be limited and as such, you will need to manually install the extension for Nintex\/Kryon Connector for the browser.<\/p><p> <\/p><h2><strong>Solution<\/strong><\/h2><p>- Download the CRX file you want to install: <\/p><p><\/p>https:\/\/public.kryon.io\/#RPA-Versions\/Extensions\/<p><\/p> a. For Nintex RPA version 21.10 to 21.10.5, use the Nintex Web Connector 21.10.5 b. For Nintex RPA version 21.10.7 and above, use the Nintex Connector 22.9.6.<p><\/p>- Open Microsoft Edge or Google Chrome and navigate to the Extensions page.<p><\/p>- Enable Developer Mode<p><\/p>- Drag the CRX file and drop it in the extension page.<p><\/p>- It will ask for confirmation in the pop-up, so hit \u2018Add Extension\u2019 to proceed.<p><\/p>- Now it will install on the browser and you can use it normally.","categoryName":"RPA","categoryId":"34","contentType":"article","featuredImage":"","likes":0,"views":57,"votes":0,"replyCount":0,"publishedAt":"2023-09-26T11:23:15+02:00","lastActivityAt":"2023-09-26T11:23:15+02:00","lastContributor":{"id":"54406","username":"Reima","avatar":""},"lastPostId":0,"author":{"id":"54406","username":"Reima","avatar":""},"sticky":false,"publicLabel":"Knowledge Base","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false}],"35":[{"categoryUrl":"https:\/\/community.nintex.com\/rpa-le-35","topicUrl":{"destination":"https:\/\/community.nintex.com\/rpa-le-35\/azure-sql-server-database-how-to-create-and-connect-to-it-for-rpa-le-31856"},"id":"8985","publicId":"31856","title":"Azure SQL Server\/Database - How to Create and Connect to it for RPA LE","content":"<p>If you want to move your entire Azure instance from on-prem to the cloud, you must set up RPA LE following these steps:<\/p><p>\u00a0<\/p><h3>Create an Azure SQL server<\/h3><ol><li>Navigate to the Azure homepage: <strong>https:\/\/portal.azure.com\/#home<\/strong>\u00a0<\/li>\t<li>Search and select <strong>SQL Servers<\/strong>\u00a0in the search bar, then click <strong>Create<\/strong>.<\/li>\t<li>Under <strong>Subscription<\/strong>, select the <strong>HAL 9000<\/strong>\u00a0subscription.<\/li>\t<li>For the Resource group, click <strong>Create new<\/strong>\u00a0and create a new Resource group with a relevant name.<\/li>\t<li>Under Server name, give your SQL Server a name (e.g.,\u00a0<em>rpacdatabases<\/em>), then change the Location underneath it, if\u00a0necessary.<\/li>\t<li>Under Authentication, select <strong>SQL Authentication<\/strong>, then create the server admin credentials.<\/li>\t<li>You may skip to the <strong>Review + Create<\/strong> step, then click <strong>Create<\/strong> to finalize the setup.<\/li><\/ol><h3><br \/>Create an\u00a0Azure SQL database<\/h3><ol><li>In the overview section of your newly created SQL Server, click <strong>Create Database<\/strong>.<\/li>\t<li>In the Basics tab, fill in the database name,<strong> RPACentralKeys<\/strong>, and leave all other fields with their default values\u00a0unless storage requirements differ. In\u00a0that case, configure the storage as per requirements.<\/li>\t<li>Click <strong>Next: Networking<\/strong> to configure the networking settings.<\/li>\t<li>In the <strong>Networking<\/strong> tab, enable the option to <strong>Add the current client IP address<\/strong> (ensure you're configuring this on the\u00a0client machine where the database will be running\/accessed)<\/li>\t<li>Click <strong>Review + Create<\/strong> to finalize the database setup.<\/li>\t<li>Repeat Steps 1-5 for the\u00a0<strong>RPACentralWeb<\/strong>\u00a0database.<\/li><\/ol><h3><br \/>Connect RPACentral to Azure databases<\/h3><ol><li>Run the RPACentral Installer and install the application.<\/li>\t<li>After installation and the RPACentral website opens, fill in the required domain details.<\/li>\t<li>On the RPACentral welcome screen, select <strong>Microsoft SQL Server<\/strong>.<\/li>\t<li>On the Microsoft SQL Server screen, select <strong>By Username &amp; Password<\/strong>,<strong>\u00a0<\/strong>then click <strong>Next<\/strong>.<\/li>\t<li>Fill in the previously set SQL Server Name created\u00a0in Step 5 of this article\u2019s <strong>Create an Azure SQL Server<\/strong> section.<\/li>\t<li>Fill in the previously set credentials created\u00a0for Username and Password in Step 6 of this article\u2019s\u00a0<strong>Create Azure SQL Server<\/strong> section.<\/li>\t<li>Click <strong>Test Connection<\/strong>. If the test is successful, click Next to finalize the setup.<\/li>\t<li>On the License page, enter your assigned RPACentral\u00a0License.<\/li>\t<li>Create a new botflow, publish the botflow, then run the botflow to ensure RPACentral works correctly.<\/li><\/ol><h3><br \/>Add More Users to Connect to Azure Database Server Using SQL Server Management Studio (SSMS) or Azure Data Studio (ADS)<\/h3><ol><li>Connect to your Azure Database in SSMS or ADS<\/li>\t<li>Open a new query and execute the following script to create a new Server Login:<br \/><code>USE master<br \/><br \/>\tCREATE LOGIN testLogin<br \/><br \/>\tWITH PASSWORD = '&lt;Strong_Password_Goes_Here&gt;';<\/code><\/li>\t<li>After Creating the Server Login, execute the following script to create a Database User:<br \/><code>USE &lt;Database Name goes here&gt;<br \/><br \/>\tCREATE USER [testLogin]<br \/><br \/>\tFROM LOGIN [testLogin]<br \/><br \/>\tWITH DEFAULT_SCHEMA=dbo;<br \/><br \/>\tALTER ROLE db_owner ADD MEMBER [testLogin];<\/code><\/li>\t<li>Connect RPACentral to Azure Database using the newly created user.<\/li><\/ol>","categoryName":"RPA LE","categoryId":"35","contentType":"article","featuredImage":"","likes":0,"views":75,"votes":0,"replyCount":0,"publishedAt":"2023-02-09T22:47:39+01:00","lastActivityAt":"2023-02-09T22:47:39+01:00","lastContributor":{"id":"21751","username":"MRepetti","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/c366fefe-355c-469e-8c51-cad99af8d024.png"},"lastPostId":0,"author":{"id":"21751","username":"MRepetti","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/c366fefe-355c-469e-8c51-cad99af8d024.png"},"sticky":false,"publicLabel":"Knowledge Base","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/rpa-le-35","topicUrl":{"destination":"https:\/\/community.nintex.com\/rpa-le-35\/use-rpa-le-with-sharepoint-31832"},"id":"8982","publicId":"31832","title":"Use RPA LE with SharePoint","content":"<h2>Problem<\/h2><p>If planning to move folders from a shared drive to SharePoint and some botflows access the shared drive folders, would it be easy to interact with SharePoint through a botflow action, or would it involve extra coding?<\/p><p>\u00a0<\/p><h2>Solution<\/h2><p>RPA LR\u00a0can interact with a SharePoint site, but it does not have a direct connection to SharePoint. If you set up your SharePoint folders as network folders on the machines, you might be able to keep the same functionality you are used to having.<\/p>","categoryName":"RPA LE","categoryId":"35","contentType":"article","featuredImage":"","likes":0,"views":41,"votes":0,"replyCount":0,"publishedAt":"2023-02-06T22:44:38+01:00","lastActivityAt":"2023-02-06T22:44:38+01:00","lastContributor":{"id":"21751","username":"MRepetti","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/c366fefe-355c-469e-8c51-cad99af8d024.png"},"lastPostId":0,"author":{"id":"21751","username":"MRepetti","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/c366fefe-355c-469e-8c51-cad99af8d024.png"},"sticky":false,"publicLabel":"Knowledge Base","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/rpa-le-35","topicUrl":{"destination":"https:\/\/community.nintex.com\/rpa-le-35\/embedding-an-image-into-foxtrot-s-question-action-27944"},"id":"1323","publicId":"27944","title":"Embedding an Image into Foxtrot\u2019s Question Action","content":"<div><h1>Topic<\/h1><\/div><div>Foxtrot has the capability to allow a user to provide a response in the form of a Prompt or Question. In the case of a Question, if necessary, it may also be beneficial to include an image. This image can be something already on the machine, or something that the Foxtrot may collect at any time within your script. The Screenshot Action will capture an image of the target and save it to a file location of your choosing. By displaying the image as part of a Question Action, the user will be able to select an answer to the question based on the image, and then have Foxtrot make a decision based on the answer provided.<\/div><p>\u00a0<\/p><div><h1>Instructions<\/h1><\/div><div>To use the Screenshot Action:<br \/>\u00a0<ol><li>Target the image you wish to capture<\/li>\t<li>Select the Screenshot Action once the Action Builder is displayed<\/li>\t<li>Choose a file type in which to save the image. Typically, PNG and JPEG will compress the file to a smaller size<\/li>\t<li>Choose the destination, either File or Image Editor<\/li>\t<li>Specify the path in which the image should be saved<\/li><\/ol>\u00a0<br \/>Before clicking OK to create the action, and thus, saving your image, please note that you can customize your image using any combination of the different features available:<br \/>\u00a0<ul><li>Resize the Image for enhanced visibility<\/li>\t<li>Add a note for convenience<\/li>\t<li>Add a watermark for security<\/li>\t<li>Change the font, color, size, visibility and rotation of the watermark<\/li>\t<li>Convert the image to grayscale to reduce file size<\/li>\t<li>Include a delay before taking the picture<\/li><\/ul><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/3652iF7FCFC74F2873B79.png\" alt=\"3652iF7FCFC74F2873B79.png\" \/><br \/>To embed this (or any) image into the Question Action:<br \/>\u00a0<br \/>1. Locate the Question Action in the list of Interaction Actions<br \/><br \/>2. Supply the text for your question. Fonts, colors, sizes, etc\u2026 can be customized to your liking<br \/><br \/>3. Clicking on the Magic Wand along the top toolbar will allow for Tokens to be included within your question<br \/><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/3653i9AE04B194B63B632.png\" alt=\"3653i9AE04B194B63B632.png\" \/><br \/><br \/>4. Select the Images icon , and specify the location in which the image exists.<br \/><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/3654i17BE7DC7230E71F5.png\" alt=\"3654i17BE7DC7230E71F5.png\" \/><br \/><br \/>5. Click the Open button to use the image in the question.<br \/>6. Specify any potential answers a user could choose from. Foxtrot will provide a list of generic responses. By choosing Custom, you may provide any potential answers as desired<br \/><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/3655i72F8D68065A1E6B4.png\" alt=\"3655i72F8D68065A1E6B4.png\" \/><br \/><br \/>7. Specify a Variable or Data Field in which to save the response to. You may wish to use the value of the response later within the script.<\/div><p>\u00a0<\/p>","categoryName":"RPA LE","categoryId":"35","contentType":"article","featuredImage":"","likes":0,"views":6,"votes":0,"replyCount":0,"publishedAt":"2022-02-15T11:27:09+01:00","lastActivityAt":"2022-02-15T11:27:09+01:00","lastContributor":{"id":"2","username":"CommunityAdmin","avatar":""},"lastPostId":0,"author":{"id":"2","username":"CommunityAdmin","avatar":""},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/rpa-le-35","topicUrl":{"destination":"https:\/\/community.nintex.com\/rpa-le-35\/importing-items-from-another-project-27933"},"id":"1312","publicId":"27933","title":"Importing Items From Another Project","content":"<div><h1>Topic<\/h1><\/div><div>You may find the need to reuse one or more Tasks, Logs, Variables, Lists, or Connections that have been created in another project. Rather than re-creating these, which can be time consuming and prone to error, you can Import them. By importing, you are placing an exact copy in your current project. The original Tasks, Log, Variables, Lists or Connections are not changed in any way.<br \/><br \/>In this example, we will import a Task and Variables. Importing a Log, List or Connections should follow the same procedure.<\/div><p>\u00a0<\/p><div><h1>Instructions<\/h1><\/div><div><h3>Importing a Task and Variables<\/h3><ol><li>Click the + on the Project pane then click the Import option at the bottom of the list\t<ul><li><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/3385i8754928D34286E40.png\" alt=\"3385i8754928D34286E40.png\" \/><\/li>\t<\/ul><\/li>\t<li>In the file explorer, navigate to the location of the project you want to import from and select it. Click <strong>Open<\/strong>.\t<ul><li><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/3386iBF83E56D3F5137A8.png\" alt=\"3386iBF83E56D3F5137A8.png\" \/><\/li>\t<\/ul><\/li>\t<li>Select the parts of the project you want to import. Start by selecting the task:\t<ul><li><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/3387iC6EA12DDF68413D7.png\" alt=\"3387iC6EA12DDF68413D7.png\" \/><\/li>\t<\/ul><\/li>\t<li>And then choose the Variables you want to import. Once you have selected everything you need click OK.\t<ul><li><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/3388i94B221F3C3DE66FC.png\" alt=\"3388i94B221F3C3DE66FC.png\" \/><\/li>\t<\/ul><\/li>\t<li>If the items you are importing already exist in your current project, for example a Startup Task or items with the same name, you will receive a warning. Foxtrot will automatically correct these issues. Click OK.\t<ul><li><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/3389i7F3DEE9CA80F9EF8.png\" alt=\"3389i7F3DEE9CA80F9EF8.png\" \/><\/li>\t<\/ul><\/li>\t<li>The imported items are now part of your original project.\t<ul><li><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/3390i09A3886109F09DFA.png\" alt=\"3390i09A3886109F09DFA.png\" \/><\/li>\t<\/ul><\/li><\/ol><br \/>\u00a0<\/div><p>\u00a0<\/p><div><h1>Additional Information<\/h1><\/div><div>Applies To:<ul><li>Foxtrot RPA - Version 12.2 and higher<\/li><\/ul><\/div><p>\u00a0<\/p>","categoryName":"RPA LE","categoryId":"35","contentType":"article","featuredImage":"","likes":0,"views":14,"votes":0,"replyCount":0,"publishedAt":"2022-02-15T11:27:09+01:00","lastActivityAt":"2022-02-15T11:27:09+01:00","lastContributor":{"id":"2","username":"CommunityAdmin","avatar":""},"lastPostId":0,"author":{"id":"2","username":"CommunityAdmin","avatar":""},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/rpa-le-35","topicUrl":{"destination":"https:\/\/community.nintex.com\/rpa-le-35\/action-builder-options-rules-27946"},"id":"1325","publicId":"27946","title":"Action Builder Options: Rules","content":"<div><h1>Topic<\/h1><\/div><div>Foxtrot\u2019s Action Builder contains various settings for Timing, Errors, and Rules. The Foxtrot Training Guide does a great job in explaining the Timing and Error options, while outlining the Rules options. By default, the Rules are set automatically when creating an action. They should only be modified by experienced users.<\/div><p>\u00a0<\/p><div><h1>Instructions<\/h1><\/div><div>You may wish to explore the parameters of the Rules when:<ul><li>An action works for one record and does not work for the next<\/li>\t<li>An action causes an error in which The target could not be found<\/li>\t<li>Handling Warning Messages in Navigator<\/li><\/ul><br \/>The following are options that may be available in the Rules. Note that you may see all, or none of these options, depending on the target (for example, there are no Advanced options when targeting Excel).<ul><li>Text<\/li>\t<li>Name<\/li>\t<li>ID<\/li>\t<li>Parent Tables<\/li><\/ul><br \/>For each option above, the following parameters may be customized:<ul><li>Use an Exact Match to locate the target<\/li>\t<li>Use a Best Match to locate the target<\/li>\t<li>Use Left or Right Match to locate the target<\/li>\t<li>Ignore this rule<\/li><\/ul>\u00a0<p>Consider the tables below:<\/p><h3>Foxtrot Rules<\/h3>Target\u00a0<strong>Name<\/strong>\u00a0in the table below and click\u00a0<strong>Rules<\/strong>\u00a0located above the\u00a0<strong>Exact Target\u00a0<\/strong>designation. The Rules of this table will display the column headers:\u00a0<strong>Name, Description, Example, Use,<\/strong>\u00a0and\u00a0<strong>Availability<\/strong>\u00a0under Table #1. You should notice that the headers of the 5 columns below are reflected in those Rules.<table><tbody><tr><th colspan=\"1\" rowspan=\"1\">Foxtrot's Rules<\/th>\t\t<\/tr><\/tbody><\/table>\u00a0<table><thead><tr><th colspan=\"1\" rowspan=\"1\">Name<\/th>\t\t\t<th colspan=\"1\" rowspan=\"1\">Description<\/th>\t\t\t<th colspan=\"1\" rowspan=\"1\">Example<\/th>\t\t\t<th colspan=\"1\" rowspan=\"1\">Use<\/th>\t\t\t<th colspan=\"1\" rowspan=\"1\">Availability<\/th>\t\t<\/tr><\/thead><tbody><tr><th colspan=\"1\" rowspan=\"1\">Text<\/th>\t\t\t<td colspan=\"1\" rowspan=\"1\">This text displayed on a targeted item.<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\">When targeting a button that reads\u00a0<em>Go<\/em>, the Target Caption is\u00a0<strong>Go<\/strong>.<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\">Assists Foxtrot in locating a target.<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\">Web, Windows<\/td>\t\t<\/tr><tr><th colspan=\"1\" rowspan=\"1\">Name<\/th>\t\t\t<td colspan=\"1\" rowspan=\"1\">A unique name assigned to the targeted element. This is assigned by the author of the application or web page.<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\">A developer may assign the name 'button123' to an element (button, link, image, etc...) in order to define it's uniqueness.<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\">Additional information Foxtrot uses to better locate a target.<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\">Web, Windows<\/td>\t\t<\/tr><tr><th colspan=\"1\" rowspan=\"1\">ID<\/th>\t\t\t<td colspan=\"1\" rowspan=\"1\">A unique ID assigned to the targeted element. This ID is assigned by the author of the application or web page.<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\">A developer may assign the ID '123456789' to an element (button, link, image, etc...) in order to define it's uniqueness.<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\">Additional information Foxtrot uses to better locate a target.<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\">Web, Windows<\/td>\t\t<\/tr><tr><th colspan=\"1\" rowspan=\"1\">Class<\/th>\t\t\t<td colspan=\"1\" rowspan=\"1\">A class can be assigned to the element by the author of the web page.<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\">A developer may assign the class 'button' to an element (button, link, image, etc...) in order to define what type of element it is.<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\">Additional information Foxtrot uses to better locate a target.<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\">Web<\/td>\t\t<\/tr><tr><th colspan=\"1\" rowspan=\"1\">URL<\/th>\t\t\t<td colspan=\"1\" rowspan=\"1\">The URL of a webpage, assigned by the author when the page is built and published.<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\">The URL '<a href=\"http:\/\/www.google.com\" rel=\"noopener noreferrer\" target=\"_blank\">www.google.com<\/a>' is associated with a specific webpage.<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\">Additional information Foxtrot uses to better locate a target.<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\">Web<\/td>\t\t<\/tr><tr><th colspan=\"1\" rowspan=\"1\">Tables &amp; Parent Tables<\/th>\t\t\t<td colspan=\"1\" rowspan=\"1\">The column headers for the tables the target is in, and the tables around the target.<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\">Targeting the table header\u00a0<em>Foxtrot's Rules<\/em>\u00a0will display only the table header for that particular table.<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\">Assist Foxtrot in locating a target in a web table.<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\">Web tables<\/td>\t\t<\/tr><\/tbody><\/table><br \/>When targeting the table above and clicking\u00a0<strong>Rules<\/strong>, you will see all available options:<ul><li><strong>Text<\/strong>: Is the first option that may be visible and therefore configurable.\u00a0<strong>Text<\/strong>\u00a0displays the actual text of the object that has been targeted. When Targeting the cell\u00a0<em>\u2018Name\u2019<\/em>\u00a0above, Foxtrot will use the literal text of the target,\u00a0<em>Name<\/em>, to assist in locating the target. If this value were to change on a record-to-record basis, it may be helpful to select Ignore from the drop down to the left of the field. For example, when clicking a \u201cSubmit\u201d button, it may not be necessary to alter the Text, as this text will not likely change. However, when clicking or copying something unique like a birth date, a SSN, or a phone number, it may be necessary to\u00a0<em>ignore<\/em>\u00a0the Text by selecting Ignore in the drop down to the left of the field, as we do not want to match something that could be dynamic. Additionally, you can use T<strong>okens<\/strong>\u00a0as your Target Caption by clicking the magic wand along the right.<\/li><\/ul><br \/><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/3396iE16345DD26063850.png\" alt=\"3396iE16345DD26063850.png\" \/><ul><li><strong>Name &amp; ID<\/strong>: The\u00a0<strong>Name<\/strong>\u00a0and\u00a0<strong>ID<\/strong>\u00a0are a unique name &amp; ID assigned to an object. This value typically does not need to be changed.<\/li>\t<li><strong>Table<\/strong>: When targeting a web table, you may see options for Tables. In this example, targeting the cell\u00a0<em>\u2018Name\u2019<\/em>, will display options for a Table. When targeting your browser, you may see 3, 4, even 10 Tables or Parent Tables. When this happens, it is attributed to the fact that you have targeted a table that is a\u00a0<strong>child<\/strong>\u00a0of another table; or a table within a table.This option will display any table headers associated with the target table and its parents.Depending on the structure of the table, it may be necessary to adjust the\u00a0<strong>Column Captions<\/strong>. In this example, you may notice the Column Captions, or headers: Name, Description, Example, Use, Availability \u2013 just as they appear in the table above. In some cases however, there may be unique information present. To clear anything that may be unique \u2013 something present in the current record but may not be visible in a future record \u2013 simply change the drop down to\u00a0<em>Ignore.<\/em><\/li><\/ul><br \/><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/3397iBA0899B1CBC80CAF.png\" alt=\"3397iBA0899B1CBC80CAF.png\" \/><br \/>\u00a0<\/div><p>\u00a0<\/p><div><h1>Additional Information<\/h1><\/div><div>Applies To:<ul><li>Foxtrot - all versions<\/li><\/ul><\/div><p>\u00a0<\/p>","categoryName":"RPA LE","categoryId":"35","contentType":"article","featuredImage":"","likes":0,"views":41,"votes":0,"replyCount":0,"publishedAt":"2022-02-15T11:27:09+01:00","lastActivityAt":"2022-02-15T11:27:09+01:00","lastContributor":{"id":"2","username":"CommunityAdmin","avatar":""},"lastPostId":0,"author":{"id":"2","username":"CommunityAdmin","avatar":""},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false}],"36":[],"37":[{"categoryUrl":"https:\/\/community.nintex.com\/nintex-k2-cloud-37","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-k2-cloud-37\/how-to-resolve-the-oauth-token-is-expired-error-60109"},"id":"9121","publicId":"60109","title":"How to resolve the OAuth token is expired error","content":" <h2><strong>Problem<\/strong><\/h2><p>You may notice your workflows will fail with the following error:'OAuth token is expired and requires reauthorization.'<\/p><p> <\/p><h2><strong>Solution<\/strong><\/h2><p>- Review the problematic workflow by accessing it's Viewflow via Management - Workflow Server - Instances Tab, to determine on which step it is failing.<\/p><p><\/p>- In the workflow, you might find that the failure occurs on a SmartObject. <p><\/p>- Determine which Service Instance the SmartObject originates from.<p><\/p>- Access the Service instance via Management - Integration - Service Instances.<p><\/p>- Edit the Service Instance, and check the box 'Cache OAuth token for service account for using SmartObjects in workflow steps' and then save it.<p><\/p>- An OAuth pop-up message will appear and ask you to reconsent. <p><\/p>- Please retry the workflows and you should no longer see the problem","categoryName":"Nintex K2 Cloud","categoryId":"37","contentType":"article","featuredImage":"","likes":0,"views":100,"votes":0,"replyCount":0,"publishedAt":"2023-07-19T16:12:39+02:00","lastActivityAt":"2023-07-19T16:12:39+02:00","lastContributor":{"id":"21734","username":"Gareth","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/846353e8-b6b2-4e9d-8aa4-9851ca5e3d07.png"},"lastPostId":0,"author":{"id":"21734","username":"Gareth","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/846353e8-b6b2-4e9d-8aa4-9851ca5e3d07.png"},"sticky":false,"publicLabel":"Knowledge Base","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/nintex-k2-cloud-37","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-k2-cloud-37\/unable-to-connect-to-on-premise-lob-system-from-k2-cloud-through-sda-28356"},"id":"1374","publicId":"28356","title":"Unable to connect to on-premise LOB system from K2 Cloud through SDA","content":"<div class=\"K2CMS\"><section><div class=\"bg- color\">\u00a0<\/div><div class=\"container justify-center text-white flex-box\"><div class=\"container-8\"><div class=\"top-section center-align\"><h1>Unable to connect to on-premise LOB system from K2 Cloud through SDA<\/h1><\/div><\/div><\/div><\/section><div class=\"container\"><div class=\"row\"><div class=\"col-md-3\"><p>kbt179918<\/p>PRODUCT<div>K2 Cloud<\/div><\/div><div class=\"col-md-9\"><div class=\"NoteBox\"><div>This article was created in response to a support issue logged with K2. The content may include typographical errors and may be revised at any time without notice. This article is not considered official documentation for K2 software and is provided \"as is\" with no warranties.<\/div><\/div><h3>Issue<\/h3><p>Unable to connect to on-premise REST service from K2 Cloud, although SDA was configured.<\/p><h3>Symptoms<\/h3><ul><li>K2 Cloud Secure Data Access (SDA) initial configuration has been performed.<\/li>\t<li>One of the on-premise services is reachable through SDA, but you are unable to expose another one, in this case REST web service.<\/li><\/ul><h3>Troubleshooting Steps<\/h3><p>K2 Cloud Secure Data Access (SDA) requires initial installation with help of K2 Cloud Operations\/Professional Services. This part involves the initial pairing of gateway node in K2 Cloud tenant environment (runs as a service on the K2 Cloud node) and Controller node deployed as a VM in client's environment (<a href=\"https:\/\/help.k2.com\/kb002739\" rel=\"noopener noreferrer\" target=\"_blank\">more details<\/a>). Pairing is configured between internal controller node in on-premise network (IP address of Access Controller VM) and external address or addresses where FQDN of K2 Cloud tenant server(s) must be used along with ports 808 or 808 and 809 (these ports are predetermined and you should use 808 for single node cloud environments or 808 and 809 for two node environments).<\/p><p>As part of SDA deployment, a predetermined set of ports gets opened on the K2 Cloud side and it can be further used by the client to enable access to different on-premise services. Predetermined set of External Node Bind Ports and Callback Ports can be found in the \"<a href=\"https:\/\/help.k2.com\/kb002738\" rel=\"noopener noreferrer\" target=\"_blank\">Overview, Installation, and Configuration of K2 Cloud Secure Data Access<\/a>\" document. With this in place the K2 Cloud client has control over a controller node web UI which allows them to set up Reverse Access Rules (two rules have to be setup for each on-premise LOB system for production K2 Cloud Environments which always have two nodes, and one for the rest of environments with one node).<\/p><p>Let's consider an example of exposing an on-premise REST web service using SDA. Assuming you have a single node K2 Cloud environment you can pick up a predetermined K2 External Node Bind Port 17001 and, as you have only one node, you will need to use Callback Port 17101.<\/p><p><strong>External Node Bind Ports<\/strong> are ports on which the Gateway will accept connections from K2 Cloud and which is used in the K2 Service Instance configuration. <strong>Callback ports<\/strong> are open from K2 Cloud side to be reachable by Controller Node from on-premise client's network and they also can be tested by K2 Support using telnet from within the K2 network. This is the port on which data payload is returned to the gateway from the controller\/LOB system.<\/p><p>Your reverse access rule in this scenario will look as follows:<\/p><p><strong>Rule Name<\/strong> = K2_Cloud+Node_FQDN:808<\/p><p><strong>Internal Service Address<\/strong> = FQDN of LOB server, e.g. your IIS server FQDN<\/p><p><strong>Internal Service Port<\/strong> = port of LOB system in on-prem, e.g. 443<\/p><p><strong>External Node Bind Address<\/strong> = 0.0.0.0<\/p><p><strong>External Node Bind Port<\/strong> = 17001 - this will be the port through which K2 Cloud will be connecting to LOB system (it actually will be hitting local gateway service listening on this port)<\/p><p><strong>Callback Address<\/strong> = 0.0.0.0 Callback Port = 17101 - this will be the port through which the controller returns data from LOB system back to K2 Cloud, so it is reachable from the client network\/K2 internal network<\/p><p>If initial setup was not performed correctly you won't be able to access any on-premise service through SDA. If it is only one which cannot be accessed then you should review SDA reverse access rules configured for it. In case of a single node K2 Cloud environment you will need one rule pointing to the callback port with a lower number corresponding to the first node (e.g. for External Node Bind Port 170001 you will need to pick a port 17101 out of 17101 and 18101 Callback Ports pair).<\/p><p>For the HTTPS REST service you will also need to ensure connectivity through the FQDN name associated with its HTTPS certificate, that requires adding a hosts file entry on the K2 Cloud side which will ensure resolution of this FQDN into K2 Cloud node loop-back IP address (127.0.0.1). With the entry in place the SDA service will be intercepting traffic directed to FQDN + External Node Bind Port and ensuring further communication with the on premise server. You can add hosts file entry requesting this through K2 support ticket.<\/p><p>It is also recommended to ensure that for the HTTPS rest service within its swagger.json file host value should be specified as FQDN of the server.<\/p><\/div><\/div><\/div><\/div>","categoryName":"Nintex K2 Cloud","categoryId":"37","contentType":"article","featuredImage":"","likes":0,"views":11,"votes":0,"replyCount":0,"publishedAt":"2022-02-24T10:11:34+01:00","lastActivityAt":"2022-02-24T10:11:34+01:00","lastContributor":{"id":"20928","username":"Gail","avatar":""},"lastPostId":0,"author":{"id":"20928","username":"Gail","avatar":""},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/nintex-k2-cloud-37","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-k2-cloud-37\/package-deployment-error-could-not-load-type-28357"},"id":"1375","publicId":"28357","title":"Package & Deployment error: \"Could Not Load Type...\"","content":"<div class=\"K2CMS\"><section><div class=\"bg- color\">\u00a0<\/div><div class=\"container justify-center text-white flex-box\"><div class=\"container-8\"><div class=\"top-section center-align\"><h1>Package &amp; Deployment error: \"Could Not Load Type...\"<\/h1><\/div><\/div><\/div><\/section><div class=\"container\"><div class=\"row\"><div class=\"col-md-3\"><p>kbt173350<\/p>PRODUCT<div>K2 Cloud Update 10<\/div>BASED ON<div>K2 Cloud Update 10<\/div>TAGS<div>Deployment<\/div><div>Troubleshooting Document<\/div><\/div><div class=\"col-md-9\"><div class=\"NoteBox\"><div>This article was created in response to a support issue logged with K2. The content may include typographical errors and may be revised at any time without notice. This article is not considered official documentation for K2 software and is provided \"as is\" with no warranties.<\/div><\/div><h3>Issue<\/h3><p>When trying use the Package &amp; Deployment tool and you choose to create a package <strong>(K2DeploymentUtility.5.1010.1000.0.exe)<\/strong> you see the following error displayed when the button is clicked:<\/p><p><strong>Could not load type 'SourceCode.Deployment.Management<\/strong><\/p><p><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/191\/deployment%20error%20cloud.png\" \/><\/p><p>This stops you from proceeding any further and the package and deployment process is then stopped.<\/p><p>\u00a0<\/p><h3>Symptoms<\/h3><p>The complete error message is as follows:\u00a0<\/p><p><strong>Could not load type 'SourceCode.Deployment.Management.ISession' from assembly 'SourceCode.Deployment.Management, Version=4.0.0.0, Culture=neutral, PublicKeyToken=16a2c5aaaa1b130d'. at SourceCode.Deployment.Standalone.UIManagerAction.CreatePackage() at SourceCode.Deployment.Standalone.Launcher.&lt;&gt;c.b__7_0(UIManagerAction action) at SourceCode.Deployment.Standalone.Launcher.ExecuteButtonAction(Action`1 action)<\/strong><\/p><p>\u00a0<\/p><h3>Troubleshooting Steps<\/h3><p>This error can be resolved by <strong>adding your IP address to our whitelist<\/strong>, you may contact K2 support to do this for you.<\/p><p>Another option is to install the latest version (s) of .netframework (4.7.2) onwards as well as this will have a bearing on if this works as expected or not.<\/p><\/div><\/div><\/div><\/div>","categoryName":"Nintex K2 Cloud","categoryId":"37","contentType":"article","featuredImage":"","likes":0,"views":15,"votes":0,"replyCount":0,"publishedAt":"2022-02-24T10:11:34+01:00","lastActivityAt":"2022-02-24T10:11:34+01:00","lastContributor":{"id":"20513","username":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg"},"lastPostId":0,"author":{"id":"20513","username":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/nintex-k2-cloud-37","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-k2-cloud-37\/package-deployment-tool-downloads-but-does-not-open-28360"},"id":"1378","publicId":"28360","title":"Package & Deployment tool downloads but does not open","content":"<div class=\"K2CMS\"><section><div class=\"bg- color\">\u00a0<\/div><div class=\"container justify-center text-white flex-box\"><div class=\"container-8\"><div class=\"top-section center-align\"><h1>Package &amp; Deployment Tool downloads but does not open<\/h1><\/div><\/div><\/div><\/section><div class=\"container\"><div class=\"row\"><div class=\"col-md-3\"><p>kbt162766<\/p>PRODUCT<div>K2 Cloud<\/div>BASED ON<div>K2 Cloud (all)<\/div>TAGS<div>Package and Deploy<\/div><div>End User<\/div><div>Administrator<\/div><div>Troubleshooting Document<\/div><\/div><div class=\"col-md-9\"><div class=\"NoteBox\"><div>This article was created in response to a support issue logged with K2. The content may include typographical errors and may be revised at any time without notice. This article is not considered official documentation for K2 software and is provided \"as is\" with no warranties.<\/div><\/div><h3>Issue<\/h3><p>When using the Package &amp; Deployment tool in<strong> K2 Cloud Update 7<\/strong> you are unable to directly open up the tool and you see an error that blocks you from opening. \u00a0<\/p><p>\u00a0<\/p><div class=\"ErrorBox\">\"Unable to open file, due to authentication error, please do try again, if the issue persists please do contact administrator\"<\/div><p>Usually once downloaded you should be able to click on \u201cRun\u201d which should open up the tool, instead of \u201cSave As\u201d.<\/p><h3>Symptoms<\/h3><p>Currently the workaround here is to save the tool locally to your desktop before you can open the tool.<\/p><h3>Troubleshooting Steps<\/h3><p>This behaviour may be caused by the browser that is being used. If the tool is downloaded within Internet Explorer it will give you the option to Save As or Run.<br \/>However, in Google Chrome you will not get this option. This is a browser limitation.<\/p><\/div><\/div><\/div><\/div>","categoryName":"Nintex K2 Cloud","categoryId":"37","contentType":"article","featuredImage":"","likes":0,"views":14,"votes":0,"replyCount":0,"publishedAt":"2022-02-24T10:11:34+01:00","lastActivityAt":"2022-02-24T10:11:34+01:00","lastContributor":{"id":"20513","username":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg"},"lastPostId":0,"author":{"id":"20513","username":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/nintex-k2-cloud-37","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-k2-cloud-37\/cannot-select-methods-from-dropdown-on-smartobject-workflow-step-28352"},"id":"1370","publicId":"28352","title":"Cannot Select Methods from Dropdown on SmartObject Workflow Step","content":"<div class=\"K2CMS\"><section><div class=\"bg- color\">\u00a0<\/div><div class=\"container justify-center text-white flex-box\"><div class=\"container-8\"><div class=\"top-section center-align\"><h1>Cannot Select Methods from Dropdown on SmartObject Workflow Step<\/h1><\/div><\/div><\/div><\/section><div class=\"container\"><div class=\"row\"><div class=\"col-md-3\"><p>kbt158794<\/p>PRODUCT<div>K2 Cloud<\/div><\/div><div class=\"col-md-9\"><div class=\"NoteBox\"><div>This article was created in response to a support issue logged with K2. The content may include typographical errors and may be revised at any time without notice. This article is not considered official documentation for K2 software and is provided \"as is\" with no warranties.<\/div><\/div><h3>Issue<\/h3><p>When attempting to select a method for a <strong>SmartObject step on the workflow designer<\/strong>, the \"Methods\" drop down gets flagged with an error badge and says \"<strong>No items to show<\/strong>\" below. Behavior can be seen below.<\/p><p><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/168\/kb.png\" \/><\/p><p>\u00a0<\/p><p>This issue is <strong>intermittent<\/strong>, and sometimes methods do populate and can be selected. However, <strong>once a method is selected, the associated properties for input mappings show up blank<\/strong>.<\/p><p><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/168\/kb1.png\" \/><\/p><p>\u00a0<\/p><h3>Symptoms<\/h3><strong>Methods intermittently do not populate on SmartObject steps<\/strong>, and when they do, the corresponding input mapping properties show up blank. Although the methods issue is intermittent, this behavior can be seen across all workflows.<h3>Troubleshooting Steps<\/h3>If you are experiencing similar issues, <strong>try closing the workflow, clearing the browser cache, and restarting your browser<\/strong> to see if methods begin populating as expected.<\/div><\/div><\/div><\/div>","categoryName":"Nintex K2 Cloud","categoryId":"37","contentType":"article","featuredImage":"","likes":0,"views":20,"votes":0,"replyCount":0,"publishedAt":"2022-02-24T10:11:34+01:00","lastActivityAt":"2022-02-24T10:11:34+01:00","lastContributor":{"id":"","username":"","avatar":""},"lastPostId":0,"author":{"id":"","username":"","avatar":""},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false}],"38":[{"categoryUrl":"https:\/\/community.nintex.com\/k2-blackpearl-38","topicUrl":{"destination":"https:\/\/community.nintex.com\/k2-blackpearl-38\/k2-net-2003-workspace-web-service-and-custom-reporting-31462"},"id":"127","publicId":"31462","title":"K2.net\u2122 2003 Workspace Web Service and Custom Reporting","content":"<p><strong>KB000021<\/strong><\/p><p>DOWNLOADS:\u00a0<a href=\"https:\/\/cdn-cms.k2.com\/kbs\/files\/1970\/KB000021%20Download.zip\" target=\"_blank\" rel=\"noreferrer noopener\"><img alt=\"doc_icon.png\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/doc_icon.png\" \/><\/a><a href=\"https:\/\/cdn-cms.k2.com\/kbs\/files\/1970\/KB000021%20Download.zip\" target=\"_blank\" rel=\"noreferrer noopener\">KB000021 Download<\/a>\u00a0(192 KB)<\/p><p>PRODUCT:\u00a0K2.net 2003<\/p><p><strong>LEGACY\/ARCHIVED CONTENT<\/strong><\/p><p>This article has been archived, and\/or refers to legacy products, components or features. The content in this article is offered \"as is\" and will no longer be updated. Archived content is provided for reference purposes only. This content does not infer that the product, component or feature is supported, or that the product, component or feature will continue to function as described herein.<\/p><p>The following sample illustrates the use of the existing workspace service and will allow developers to better understand the way that K2.net\u2122 2003 Workspace leverages this web service to retrieve process-related reports from the Log data store.<\/p><p>\u00a0<\/p><table><tbody><tr><td>\t\t\t<p>The following image explains the relationship between the data, report and templates used by the Workspace to retrieve and display the report:<\/p>\t\t\t<p><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000021_1.jpg\" width=\"557\" \/><\/p>\t\t\t<p>\u00a0<\/p>\t\t\t<\/td>\t\t<\/tr><tr><td>\t\t\t<table><tbody><tr><td colspan=\"3\">\t\t\t\t\t\t<p><strong>Explanation of the Included Example Project<\/strong><\/p>\t\t\t\t\t\t<\/td>\t\t\t\t\t<\/tr><tr><td><br \/>\t\t\t\t\t\t1.\u00a0\u00a0<\/td>\t\t\t\t\t\t<td colspan=\"2\">\t\t\t\t\t\t<p>Open the Reporting Application Sample solution (WorkspaceData.sln located in the zip file) in Visual Studio.NET 2003, the web reference in the solution window points to http:\/\/localhost\/K2V3\/WorkspaceService\/FilterService.asmx. Click on the URL to test the web service (Default installation location of K2.net\u2122 2003 Workspace), if the web service does not load correctly remove the reference and add the reference from the correct location.<\/p>\t\t\t\t\t\t<table><tbody><tr><td><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/hs-note.gif\" width=\"32\" \/><\/td>\t\t\t\t\t\t\t\t\t<td><strong>Note:<\/strong>\u00a0The example assumes that the Web Reference Name is ReportService.<\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\">\u00a0<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\"><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000021_2_new.jpg\" width=\"699\" \/><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\">\u00a0<\/td>\t\t\t\t\t<\/tr><tr><td>2.<\/td>\t\t\t\t\t\t<td colspan=\"2\">Run the sample, make sure that the K2.net\u2122 2003 Server Service is running. Type in the K2.net\u2122 2003 Server Name and click on the<img alt=\"\" src=\"http:\/\/kb.k2workflow.com\/images\/KB000021_3.jpg\" \/>Button.<\/td>\t\t\t\t\t<\/tr><tr><td>\u00a0\u00a0<\/td>\t\t\t\t\t\t<td colspan=\"2\">FQN = RptService.CreateSession(txtServer.Text, \"\")<\/td>\t\t\t\t\t<\/tr><tr><td>\u00a0\u00a0<\/td>\t\t\t\t\t\t<td colspan=\"2\">The CreateSession method creates a session with the Web Service and return the Fully Qualified Name (FQN), the FQN is used later on to return process data based on the relevant rights of the user stored in the FQN. The User Name textbox is used to store the return parameter in.<\/td>\t\t\t\t\t<\/tr><tr><td><br \/>\t\t\t\t\t\t3.<\/td>\t\t\t\t\t\t<td colspan=\"2\">\t\t\t\t\t\t<p>The Report Name dropdown lists the standard reports available in K2.net\u2122 2003 Workspace, select the required report from the dropdown. Based on the selection made in the dropdown complete the required parameters as illustrated in the parameter textbox.<\/p>\t\t\t\t\t\t<ul><li>The Report Name dropdown lists the standard reports available in K2.net\u2122 2003 Workspace, select the required report from the dropdown. Based on the selection made in the dropdown complete the required parameters as illustrated in the parameter textbox.<\/li>\t\t\t\t\t\t\t<li>Process Overview - UserName:[UserName]<\/li>\t\t\t\t\t\t\t<li>ProcessInstance - UserName:[UserName]|ProcName:[Process Name]|Folder:[Folder]<\/li>\t\t\t\t\t\t\t<li>ProcessData - UserName:[UserName]|ProcInstID:[Process Instance ID]<\/li>\t\t\t\t\t\t\t<li>ActivityInstance - UserName:[UserName]|ProcInstID:[Process Instance ID]<\/li>\t\t\t\t\t\t\t<li>Activity Data - UserName:[UserName]|ActInstID:[Activity Instance ID]<\/li>\t\t\t\t\t\t\t<li>Events - UserName:[UserName]|ActInstID:[Activity Instance ID]<\/li>\t\t\t\t\t\t<\/ul><table><tbody><tr><td><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/hs-note.gif\" width=\"32\" \/><\/td>\t\t\t\t\t\t\t\t\t<td>\t\t\t\t\t\t\t\t\t<p><strong>Note:<\/strong>\u00a0Refer to the \"Reports Filter Parameters\" section below for more information.<\/p>\t\t\t\t\t\t\t\t\t<\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><table><tbody><tr><td><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/hs-note.gif\" width=\"32\" \/><\/td>\t\t\t\t\t\t\t\t\t<td><strong>Note:<\/strong>\u00a0FQN returned from the CreateSession can be used in all subsequent parameters as the User Name. Replace the values in the square brackets \"[UserName]\" with the correct values e.g. Process Data - UserName:FQN|ProcInstID:12<\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td>4.\u00a0\u00a0<\/td>\t\t\t\t\t\t<td colspan=\"2\">Click on the Get Data button to retrieve the report based on the parameters specified in the previous step.<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\">\u00a0<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\"><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000021_4_new.gif\" width=\"700\" \/><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\">\t\t\t\t\t\t<table><tbody><tr><td><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/hs-note.gif\" width=\"32\" \/><\/td>\t\t\t\t\t\t\t\t\t<td><strong>Note:<\/strong>\u00a0Refer to the \"Break down of the code sample\" section below for more information.<\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\"><strong>Break down of the code sample<\/strong><br \/><br \/>\t\t\t\t\t\tNewUserTemplate (Line 213):<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\">\t\t\t\t\t\t<table><tbody><tr><td colspan=\"2\"><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000021_5.gif\" width=\"387\" \/><\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>UserName (String)<\/td>\t\t\t\t\t\t\t\t\t<td>Each user making use of K2.net\u2122 2003 Workspace have the ability to add, delete and change views within the reports. Changes made by user A will not affect changes made by user B allowing each user to have his own view of K2.net\u2122 2003 Workspace, the NewUserTemplate insures that the current user have his own set of templates.<\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\"><br \/><br \/>\t\t\t\t\t\tGetID (Line 219):<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\">\t\t\t\t\t\t<table><tbody><tr><td colspan=\"2\"><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000021_6.gif\" width=\"387\" \/><\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>ReportName (String)<\/td>\t\t\t\t\t\t\t\t\t<td>\t\t\t\t\t\t\t\t\t<p>The ReportName parameter is required and determines the actual report that will be used later on in the GetData method. The following default report are available within K2.net\u2122 2003 Workspace: ProcessInstance, ActivityInstances, Events, ProcessData, ActivityDestination, Process Data Audit, Activity Data, Activity Data Audit, Process Instance Audit, Activity Instance Audit, Escalation Data, Process Statistics, Process Statistics Graph, User Performance, User Performance Graph, Process Information, Activity Statistics, Activity Statistics Graph, Process Overview, Processes per Status, User Statistics, User Statistics Graph, Activity Detail<br \/>\t\t\t\t\t\t\t\t\t\u00a0<\/p>\t\t\t\t\t\t\t\t\t<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>TemplateName (String)<\/td>\t\t\t\t\t\t\t\t\t<td>The Template defines the filters, display columns and sort order that will be used on the report. The Template \"All\" will always exist as this is the default view of each report.<br \/>\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>UserName (String)<\/td>\t\t\t\t\t\t\t\t\t<td>\t\t\t\t\t\t\t\t\t<p>The CreateSession method creates a session with the Web Service and return the Fully Qualified Name (FQN), the FQN is used later on to return process data based on the relevant rights of the user.<\/p>\t\t\t\t\t\t\t\t\t<\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\"><br \/><br \/>\t\t\t\t\t\tGetData (Line 226):<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\">\t\t\t\t\t\t<table><tbody><tr><td colspan=\"2\"><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000021_7.gif\" width=\"387\" \/><\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>ReportID<\/td>\t\t\t\t\t\t\t\t\t<td>The report id parameter provides the information about the report used with in the query. The report defines \"From\" section of the sql query used to retrieve the data.<br \/>\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>TemplID<\/td>\t\t\t\t\t\t\t\t\t<td>The template id parameter provides the information about the template used with in the query. The template defines \"Select, Where and Order\" section of the sql query used to retrieve the data.<br \/>\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>PageID<\/td>\t\t\t\t\t\t\t\t\t<td>\t\t\t\t\t\t\t\t\t<p>Used for sub report templates e.g. Each Process Overview Can have multiple process Instance Report Templates, those drill through report templates will be Pages<\/p>\t\t\t\t\t\t\t\t\t<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>ParameterStr<\/td>\t\t\t\t\t\t\t\t\t<td>Refer to the \"Reports Filter Parameters\" section below for more information.<br \/>\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>UserName<\/td>\t\t\t\t\t\t\t\t\t<td>\t\t\t\t\t\t\t\t\t<p>The CreateSession method creates a session with the Web Service and return. the Fully Qualified Name (FQN), the FQN is used later on to return process data based on the relevant rights of the user.<\/p>\t\t\t\t\t\t\t\t\t<p>\u00a0<\/p>\t\t\t\t\t\t\t\t\t<\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\">\t\t\t\t\t\t<table><tbody><tr><td colspan=\"2\"><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000021_8.gif\" width=\"387\" \/><\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>ReportID<\/td>\t\t\t\t\t\t\t\t\t<td>\t\t\t\t\t\t\t\t\t<p>The report id parameter provides the information about the report used with in the query. The report defines \"From\" section of the sql query used to retrieve the data.<\/p>\t\t\t\t\t\t\t\t\t<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>TemplID<\/td>\t\t\t\t\t\t\t\t\t<td>\t\t\t\t\t\t\t\t\t<p>The template id parameter provides the information about the template used with in the query. The template defines \"Select, Where and Order\" section of the sql query used to retrieve the data.<\/p>\t\t\t\t\t\t\t\t\t<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>PageID<\/td>\t\t\t\t\t\t\t\t\t<td>Used for sub report templates e.g. Each Process Overview Can have multiple process Instance Report Templates, those drill through report templates will be Pages<br \/>\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>ParameterStr<\/td>\t\t\t\t\t\t\t\t\t<td>Refer to the \"Reports Filter Parameters\" section below for more information.<br \/>\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>UserName<\/td>\t\t\t\t\t\t\t\t\t<td>The CreateSession method creates a session with the Web Service and return the Fully Qualified Name (FQN), the FQN is used later on to return process data based on the relevant rights of the user.<br \/>\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>SortOrder<\/td>\t\t\t\t\t\t\t\t\t<td>Specify the order field used on the dataset.<br \/>\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>SortDir<\/td>\t\t\t\t\t\t\t\t\t<td>Two types of ordering can be used: Asc (Ascending) or Desc (Descending)<br \/>\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>NumberItems<\/td>\t\t\t\t\t\t\t\t\t<td>Specify the Number of records that can be contained by a page.<br \/>\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>PageNo<\/td>\t\t\t\t\t\t\t\t\t<td>\t\t\t\t\t\t\t\t\t<p>Determine the page that will be returned in the dataset e.g. in total 30 Process instances, NumberItems = 10 and PageNo = 3. The result will return page 3 containing process instances between 20 and 30.<\/p>\t\t\t\t\t\t\t\t\t<p>\u00a0<\/p>\t\t\t\t\t\t\t\t\t<\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\">\t\t\t\t\t\t<table><tbody><tr><td colspan=\"2\"><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000021_9.gif\" width=\"387\" \/><\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>ReportID<\/td>\t\t\t\t\t\t\t\t\t<td>The report id parameter provides the information about the report used with in the query. The report defines \"From\" section of the sql query used to retrieve the data.<br \/>\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>TemplID<\/td>\t\t\t\t\t\t\t\t\t<td>The template id parameter provides the information about the template used with in the query. The template defines \"Select, Where and Order\" section of the sql query used to retrieve the data.<br \/>\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>UserName<\/td>\t\t\t\t\t\t\t\t\t<td>\t\t\t\t\t\t\t\t\t<p>The CreateSession method creates a session with the Web Service and return the Fully Qualified Name (FQN), the FQN is used later on to return process data based on the relevant rights of the user.<\/p>\t\t\t\t\t\t\t\t\t<p>\u00a0<\/p>\t\t\t\t\t\t\t\t\t<\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\">\t\t\t\t\t\t<table><tbody><tr><td colspan=\"2\"><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000021_10.gif\" width=\"387\" \/><\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>ReportID<\/td>\t\t\t\t\t\t\t\t\t<td>The report id parameter provides the information about the report used with in the query. The report defines \"From\" section of the sql query used to retrieve the data.<br \/>\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>TemplID<\/td>\t\t\t\t\t\t\t\t\t<td>The template id parameter provides the information about the template used with in the query. The template defines \"Select, Where and Order\" section of the sql query used to retrieve the data.<br \/>\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>ParameterStr<\/td>\t\t\t\t\t\t\t\t\t<td>Refer to the \"Reports Filter Parameters\" section below for more information.<br \/>\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>UserName<\/td>\t\t\t\t\t\t\t\t\t<td>The CreateSession method creates a session with the Web Service and return the Fully Qualified Name (FQN), the FQN is used later on to return process data based on the relevant rights of the user.<br \/>\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\">\t\t\t\t\t\t<table><tbody><tr><td colspan=\"2\"><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000021_11.gif\" width=\"387\" \/><\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>ReportID<\/td>\t\t\t\t\t\t\t\t\t<td>The report id parameter provides the information about the report used with in the query. The report defines \"From\" section of the sql query used to retrieve the data.<br \/>\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>TemplID<\/td>\t\t\t\t\t\t\t\t\t<td>The template id parameter provides the information about the template used with in the query. The template defines \"Select, Where and Order\" section of the sql query used to retrieve the data.<br \/>\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>ParameterStr<\/td>\t\t\t\t\t\t\t\t\t<td>\t\t\t\t\t\t\t\t\t<p>Refer to the \"Reports Filter Parameters\" section below for more information.<\/p>\t\t\t\t\t\t\t\t\t<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>UserName<\/td>\t\t\t\t\t\t\t\t\t<td>The CreateSession method creates a session with the Web Service and return the Fully Qualified Name (FQN), the FQN is used later on to return process data based on the relevant rights of the user.<br \/>\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>SortOrder<\/td>\t\t\t\t\t\t\t\t\t<td>Specify the order field used on the dataset.<br \/>\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>SordDir<\/td>\t\t\t\t\t\t\t\t\t<td>Two types of ordering can be used: Asc (Ascending) or Desc (Descending)<br \/>\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>NumberItems<\/td>\t\t\t\t\t\t\t\t\t<td>Specify the Number of records that can be contained by a page.<br \/>\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>PageNo<\/td>\t\t\t\t\t\t\t\t\t<td>Determine the page that will be returned in the dataset e.g. in total 30 Process instances, NumberItems = 10 and PageNo = 3. The result will return page 3 containing process instances between 20 and 30.<br \/>\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\">\t\t\t\t\t\t<table><tbody><tr><td><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/hs-note.gif\" width=\"32\" \/><\/td>\t\t\t\t\t\t\t\t\t<td>\t\t\t\t\t\t\t\t\t<p><strong>Note:<\/strong>\u00a0The GetData method returns a dataset with 3 data tables:<\/p>\t\t\t\t\t\t\t\t\t<ul><li>ReportData - All records where filtering and return column specification has been applied based on the parameters used in the GetData method.<\/li>\t\t\t\t\t\t\t\t\t\t<li>AllData - Returns all columns available for this report.<\/li>\t\t\t\t\t\t\t\t\t\t<li>OtherData - Returns ReportName, ReportXML, TemplateName and TemplateXML.<\/li>\t\t\t\t\t\t\t\t\t<\/ul><\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\">\u00a0<br \/><strong>Report Filter Parameters<\/strong><br \/>\t\t\t\t\t\tK2.net\u2122 2003 Workspace comes with 6 predefined reports, the parameter (ParameterStr) will differ slightly depending on the report used in the GetData method. Please refer to the table below for a detailed breakdown on the available options for each report.<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\">\t\t\t\t\t\t<table><tbody><tr><td colspan=\"2\">Process Overview<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>Required<\/td>\t\t\t\t\t\t\t\t\t<td>UserName<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>Optional<\/td>\t\t\t\t\t\t\t\t\t<td>\u00a0<strong>-<\/strong><\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>Example<\/td>\t\t\t\t\t\t\t\t\t<td>UserName:FQN<\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\">\t\t\t\t\t\t<table><tbody><tr><td colspan=\"2\">ProcessInstance<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>Required<\/td>\t\t\t\t\t\t\t\t\t<td>UserName, ProcName, Folder<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>Optional<\/td>\t\t\t\t\t\t\t\t\t<td>ProcessInstanceID, Process_Folio, Originator, Status, Priority<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>Example<\/td>\t\t\t\t\t\t\t\t\t<td>\"UserName:FQN|ProcName:ProcName|Folder:ProjectName|ProcessInstanceID:12|<br \/>\t\t\t\t\t\t\t\t\tProcess_Folio:MyFolio|Originator:Bob|Status:Active|Priority:1\"<\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\">\t\t\t\t\t\t<table><tbody><tr><td><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/hs-note.gif\" width=\"32\" \/><\/td>\t\t\t\t\t\t\t\t\t<td><strong>Note:<\/strong>\u00a0The following values are available for Status: Active, Running, Error, and Completed.<br \/>\t\t\t\t\t\t\t\t\tThe following values are available for Priority: 0 (High), 1 (Medium), 2 (Low)<\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\">\t\t\t\t\t\t<table><tbody><tr><td colspan=\"2\">ActivityInstances<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>Required<\/td>\t\t\t\t\t\t\t\t\t<td>UserName, ProcInstID<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>Optional<\/td>\t\t\t\t\t\t\t\t\t<td>Activity_Name, Priority, Status, ActInstID<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>Example<\/td>\t\t\t\t\t\t\t\t\t<td>\"UserName:FQN|ProcInstID:42|Activity_Name:HRApproval|Priority:1|Status:Active|ActInstID:13\"<\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\">\t\t\t\t\t\t<table><tbody><tr><td><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/hs-note.gif\" width=\"32\" \/><\/td>\t\t\t\t\t\t\t\t\t<td><strong>Note:<\/strong>\u00a0The following values are available for Status: Active, Running, Error, and Completed.<br \/>\t\t\t\t\t\t\t\t\tThe following values are available for Priority: 0 (High), 1 (Medium), 2 (Low)<\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\">\t\t\t\t\t\t<table><tbody><tr><td colspan=\"2\">Events<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>Required<\/td>\t\t\t\t\t\t\t\t\t<td>UserName, ProcInstID, ActInstID<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>Optional<\/td>\t\t\t\t\t\t\t\t\t<td>Event_Name, Destination, Priority, Status<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>Example<\/td>\t\t\t\t\t\t\t\t\t<td>\"UserName:FQN|ProcInstID:41|ActInstID:78|Activity_Name:HRApproval|Priority:1|Status:Active|<br \/>\t\t\t\t\t\t\t\t\tActInstID:1|ActInstID:23\"<\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\">\t\t\t\t\t\t<table><tbody><tr><td><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/hs-note.gif\" width=\"32\" \/><\/td>\t\t\t\t\t\t\t\t\t<td><strong>Note:<\/strong>\u00a0The following values are available for Status: Active, Running, Error, and Completed.<br \/>\t\t\t\t\t\t\t\t\tThe following values are available for Priority: 0 (High), 1 (Medium), 2 (Low)<\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\">\t\t\t\t\t\t<table><tbody><tr><td colspan=\"2\">ProcessData<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>Required<\/td>\t\t\t\t\t\t\t\t\t<td>UserName<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>Optional<\/td>\t\t\t\t\t\t\t\t\t<td>ProcName, ProcInstID, Data_Name, Data_Value<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>Example<\/td>\t\t\t\t\t\t\t\t\t<td>\"UserName:FQN|ProcName:MyProc|ProcInstID:34|Data_Name:MyDataField|<br \/>\t\t\t\t\t\t\t\t\tData_Value:MyCurrentValue\"<\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\">\t\t\t\t\t\t<table><tbody><tr><td colspan=\"2\">ActivityDestination<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>Required<\/td>\t\t\t\t\t\t\t\t\t<td>UserName<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>Optional<\/td>\t\t\t\t\t\t\t\t\t<td>ActDestID , Activity_Name, ActInstID, ProcInstID, Destination, ProcName, ProcFolder<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>Example<\/td>\t\t\t\t\t\t\t\t\t<td>\"UserName:FQN|ActDestID:2|Activity_Name:HRApproval|ActInstID:12|ProcInstID:23|<br \/>\t\t\t\t\t\t\t\t\tDestination:Domain\\User|ProcName:ProcessName|ProcFolder:ProjectName\"<\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\">\t\t\t\t\t\t<table><tbody><tr><td colspan=\"2\">ProcessDataAudit<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>Required<\/td>\t\t\t\t\t\t\t\t\t<td>UserName<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>Optional<\/td>\t\t\t\t\t\t\t\t\t<td>AProcess_Name, ProcInstID, Data_Name, Current_Value<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>Example<\/td>\t\t\t\t\t\t\t\t\t<td>\"UserName:FQN|Process_Name:ProcessName|ProcInstID:23|Data_Name:DataFieldName|<br \/>\t\t\t\t\t\t\t\t\tCurrent_Value:MyCurrentName\"<\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\">\u00a0<br \/><strong>Using the Find method<\/strong><br \/>\t\t\t\t\t\tThe following section discusses the Find method in detail with relevant example.<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\">\t\t\t\t\t\t<table><tbody><tr><td colspan=\"2\"><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000021_12.gif\" width=\"498\" \/><\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>SearchXML (XMLNode)<\/td>\t\t\t\t\t\t\t\t\t<td>XMLDocument determining search details including Scope, Filter and Sorting.<br \/><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000021_13.gif\" width=\"408\" \/><br \/><strong>Criteria\u00a0<\/strong>\u2013 The value to search for in the search.<br \/><strong>Scope\u00a0<\/strong>\u2013 Indicate which sections should be included in the search.<br \/><strong>DateFilter\u00a0<\/strong>- All dates must be in the following date format: DD MMM YYYY (29 Sept 2004)<br \/><strong>ProcessFilter<\/strong>\u00a0\u2013 Limit the search to a specific process.<br \/><strong>Sort<\/strong>\u00a0\u2013 Sort values must be in the following format: OrderField1 Asc, OrderField2 Asc<br \/>\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>UserName (String)<\/td>\t\t\t\t\t\t\t\t\t<td>The CreateSession method creates a session with the Web Service and return the Fully Qualified Name (FQN), the FQN is used later on to return process data based on the relevant rights of the user.<br \/>\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t<\/tr><tr><td>PageNo (Integer)<\/td>\t\t\t\t\t\t\t\t\t<td>Determine the number of pages to return in the result.<\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\">\t\t\t\t\t\t<table><tbody><tr><td><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/hs-note.gif\" width=\"32\" \/><\/td>\t\t\t\t\t\t\t\t\t<td>\t\t\t\t\t\t\t\t\t<p><strong>Note:<\/strong>\u00a0The\u00a0<strong>Find<\/strong>\u00a0method returns a dataset with 1 data table:<\/p>\t\t\t\t\t\t\t\t\t<ul><li>SearchData \u2013 Returns Record row for data that qualifies according to provided search criteria.<\/li>\t\t\t\t\t\t\t\t\t<\/ul><\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\">\u00a0<br \/><strong>Creating a Custom Report<\/strong><br \/>\t\t\t\t\t\tThe following section discusses the extensibility of K2.net\u2122 2003 Workspace by creating and configuring custom reports. Workspace reporting consists of a Report and Template, both defined as a XML Document. Note that the following section refers to files that can be located in the supplied zip file.<br \/><br \/><strong>Report<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td>\u2022\u00a0\u00a0<\/td>\t\t\t\t\t\t<td colspan=\"2\">The Report contains a SQL Query that is formatted into a XML document.<br \/><br \/><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000021_14.gif\" width=\"599\" \/><table><tbody><tr><td><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/hs-note.gif\" width=\"32\" \/><\/td>\t\t\t\t\t\t\t\t\t<td><strong>Note:<\/strong>\u00a0This image illustrates the basic layout of the XML Document. The sections enclosed in square brackets are not valid values and are used only as explanations for the respective sections. See Report_Empty.xml (Included in the zip file)<\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td>\u2022\u00a0\u00a0<\/td>\t\t\t\t\t\t<td colspan=\"2\">Create a SQL Query that will return the required data from the K2.net\u2122 2003 Log Database. See SQLQueryScript.sql (Included in zip file).<\/td>\t\t\t\t\t<\/tr><tr><td>\u2022\u00a0\u00a0<\/td>\t\t\t\t\t\t<td colspan=\"2\">Parse the SQL Query into the XML Document. See Report_Query.xml (Included in zip file).<br \/><br \/><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000021_15.gif\" width=\"632\" \/><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"3\">\u00a0<br \/><strong>Template<\/strong><br \/>\t\t\t\t\t\tA template is a XML document that determines the available fields, filters and sort order for the report. K2.net\u2122 2003 Workspace creates a default template for each report the first time a user opens Workspace. When creating new reports you need to specify the template that has to be associated with the report. All the changes made by the user will be updated and saved back to the template, thus allowing users to customize the Workspace to their requirements without affecting other users.<br \/><br \/><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000021_16.gif\" width=\"698\" \/><br \/><br \/><strong>Test the Sample Report<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td>\u2022\u00a0\u00a0<\/td>\t\t\t\t\t\t<td colspan=\"2\">Extract the MyCustomReporting sample web application from the zip file to \"C:\\Inetpub\\wwwroot\" open Internet Information Services (IIS) Manager.<\/td>\t\t\t\t\t<\/tr><tr><td>\u2022\u00a0\u00a0<\/td>\t\t\t\t\t\t<td colspan=\"2\">Expand Default Websites and right click on MyCustomReporting folder. Select properties from the menu.<\/td>\t\t\t\t\t<\/tr><tr><td>\u2022\u00a0\u00a0<\/td>\t\t\t\t\t\t<td colspan=\"2\">Click on the Create button located on the Directory tab. Click on the Directory Security tab and ensure that Anonymous access is disabled on the website.\t\t\t\t\t\t<table><tbody><tr><td><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/hs-note.gif\" width=\"32\" \/><\/td>\t\t\t\t\t\t\t\t\t<td><strong>Note:<\/strong>\u00a0The sample app assumes that the K2.net\u2122 2003 Workspace Web Service is located in the default installation location: http:\/\/localhost\/K2V3\/WorkspaceService\/FilterService.asmx. Click on the link to test the location of the web service, if the web service does not load correctly reconfigure the web service reference of the sample project in Visual Studio.NET 2003<\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td>\u2022\u00a0\u00a0<\/td>\t\t\t\t\t\t<td colspan=\"2\">Open InsertNewReport.sql in SQL Query Analyzer (located in the zip file). Execute the query on the K2.net\u2122 2003 Log database to insert a new report.<\/td>\t\t\t\t\t<\/tr><tr><td>\u00a0\u00a0<\/td>\t\t\t\t\t\t<td colspan=\"2\">\t\t\t\t\t\t<table><tbody><tr><td colspan=\"3\">\t\t\t\t\t\t\t\t\t<table><tbody><tr><td colspan=\"2\"><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000021_17.gif\" width=\"349\" \/><\/td>\t\t\t\t\t\t\t\t\t\t\t<\/tr><tr><td>ID<\/td>\t\t\t\t\t\t\t\t\t\t\t\t<td>Unique identifier of the report, the ID field is configured as an auto number field and therefore does not require an ID to be specified when a new Report is added to the table.<br \/>\t\t\t\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t\t\t\t<\/tr><tr><td>ReportName<\/td>\t\t\t\t\t\t\t\t\t\t\t\t<td>\t\t\t\t\t\t\t\t\t\t\t\t<p>Contains the name of the Report, insure that all report names stays unique as it is used in the GetID method discussed in the previous section of the document.<\/p>\t\t\t\t\t\t\t\t\t\t\t\t<\/td>\t\t\t\t\t\t\t\t\t\t\t<\/tr><tr><td>ReportDescr<\/td>\t\t\t\t\t\t\t\t\t\t\t\t<td>The description field is optional, and can contain a detailed description of the Report up to 128 characters.<br \/>\t\t\t\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t\t\t\t<\/tr><tr><td>ReportXML<\/td>\t\t\t\t\t\t\t\t\t\t\t\t<td>Contains the XML Document containing the SQL Query discussed in the Report section.<br \/>\t\t\t\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t\t\t\t<\/tr><tr><td>TemplateXML<\/td>\t\t\t\t\t\t\t\t\t\t\t\t<td>Contains the XML Document used to create the default template for the report discussed in the Template section.<br \/>\t\t\t\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t\t\t\t<\/tr><tr><td>Custompath<\/td>\t\t\t\t\t\t\t\t\t\t\t\t<td>Specify the URL of the page that will display the information for this report. The sample assumes that the custom page URL is: http:\/\/localhost\/MyCustomReporting\/CustomReport.aspx.<br \/>\t\t\t\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t\t\t\t<\/tr><tr><td>ViewReport<\/td>\t\t\t\t\t\t\t\t\t\t\t\t<td>Determines whether K2.net\u2122 2003 Workspace will make the report available in the Report List section. 1 \u2013 Available or 0 \u2013 Unavailable.<br \/>\t\t\t\t\t\t\t\t\t\t\t\t\u00a0<\/td>\t\t\t\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td>\u2022\u00a0\u00a0<\/td>\t\t\t\t\t\t<td colspan=\"2\">Browse to http:\/\/localhost\/MyCustomReporting\/CustomReport.aspx to test the new report.<\/td>\t\t\t\t\t<\/tr><tr><td>\u2022\u00a0\u00a0<\/td>\t\t\t\t\t\t<td colspan=\"2\">Open K2.net\u2122 2003 Workspace, notice that the new report is available under the Report List and can be loaded directly into the existing K2.net\u2122 2003 Workspace.<\/td>\t\t\t\t\t<\/tr><tr><td>\u00a0\u00a0\u00a0<\/td>\t\t\t\t\t\t<td colspan=\"2\">As shown in the image below, the custom report is available from\u00a0<strong>\"My Report Example\"<\/strong><\/td>\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t<\/tr><tr><td>\t\t\t<table><tbody><tr><td><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000021_18_new.gif\" width=\"680\" \/><\/td>\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t<\/tr><\/tbody><\/table><p>\u00a0<\/p>","categoryName":"K2 blackpearl","categoryId":"38","contentType":"article","featuredImage":"","likes":0,"views":30,"votes":0,"replyCount":0,"publishedAt":"2022-12-13T14:42:14+01:00","lastActivityAt":"2022-12-13T14:42:44+01:00","lastContributor":{"id":"21183","username":"CodiKaji","avatar":""},"lastPostId":0,"author":{"id":"21183","username":"CodiKaji","avatar":""},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/k2-blackpearl-38","topicUrl":{"destination":"https:\/\/community.nintex.com\/k2-blackpearl-38\/starting-k2-net-2003-from-kofax-ascent-6-1-release-script-31461"},"id":"126","publicId":"31461","title":"Starting K2.net 2003 from Kofax Ascent 6.1 Release Script","content":"<p><strong>KB000101<\/strong><\/p><p>DOWNLOADS:\u00a0<a href=\"https:\/\/cdn-cms.k2.com\/kbs\/files\/1985\/KB000101%20Download.pdf\" target=\"_blank\" rel=\"noreferrer noopener\"><img alt=\"pdf_icon.png\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/pdf_icon.png\" \/><\/a><a href=\"https:\/\/cdn-cms.k2.com\/kbs\/files\/1985\/KB000101%20Download.pdf\" target=\"_blank\" rel=\"noreferrer noopener\">KB000101 Download<\/a>\u00a0(503 KB)<\/p><p>PRODUCT:\u00a0K2.net 2003<\/p><p><strong>LEGACY\/ARCHIVED CONTENT<\/strong><\/p><p>This article has been archived, and\/or refers to legacy products, components or features. The content in this article is offered \"as is\" and will no longer be updated. Archived content is provided for reference purposes only. This content does not infer that the product, component or feature is supported, or that the product, component or feature will continue to function as described herein.<\/p><p>This document covers starting a K2.net process from Kofax Ascent 6.1 Release scripts using the K2Rom.dll (placed in a COM wrapper) from the COM dll TextRel.dll found in Kofax. For this article, the TextRell.dll was modified to include a section to start a K2.net 2003 process.<\/p><p>\u00a0<\/p><table><tbody><tr><td>\t\t\t<table><tbody><tr><td><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/arrow_toc1.gif\" width=\"15\" \/><strong>\u00a0Article Contents<\/strong>\t\t\t\t\t\t<p><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/arrow_rd.gif\" width=\"10\" \/>\u00a0<a href=\"https:\/\/tndrv59328.lithium.com\/t5\/Nintex-K2-blackpearl\/Starting-K2-net-2003-from-Kofax-Ascent-6-1-Release-Script\/ta-p\/122763#Step1\" target=\"_blank\" rel=\"noreferrer noopener\">Step 1 - Creating COM wrapper for K2Rom.dll<\/a><\/p>\t\t\t\t\t\t<p><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/arrow_rd.gif\" width=\"10\" \/>\u00a0<a href=\"https:\/\/tndrv59328.lithium.com\/t5\/Nintex-K2-blackpearl\/Starting-K2-net-2003-from-Kofax-Ascent-6-1-Release-Script\/ta-p\/122763#Step2\" target=\"_blank\" rel=\"noreferrer noopener\">Step 2 - Modify the Kofax Ascent TextRel.dll<\/a><\/p>\t\t\t\t\t\t<p><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/arrow_rd.gif\" width=\"10\" \/>\u00a0<a href=\"https:\/\/tndrv59328.lithium.com\/t5\/Nintex-K2-blackpearl\/Starting-K2-net-2003-from-Kofax-Ascent-6-1-Release-Script\/ta-p\/122763#Step3\" target=\"_blank\" rel=\"noreferrer noopener\">Step 3 - Create K2.net 2003 Process<\/a><\/p>\t\t\t\t\t\t<p><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/arrow_rd.gif\" width=\"10\" \/>\u00a0<a href=\"https:\/\/tndrv59328.lithium.com\/t5\/Nintex-K2-blackpearl\/Starting-K2-net-2003-from-Kofax-Ascent-6-1-Release-Script\/ta-p\/122763#Step4\" target=\"_blank\" rel=\"noreferrer noopener\">Step 4 - Setup a batch in Kofax Ascent for scanning and release<\/a><\/p>\t\t\t\t\t\t<\/td>\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t<\/tr><tr><td>\t\t\t<table><tbody><tr><td colspan=\"2\"><br \/>\t\t\t\t\t\tStep 1 - Creating COM wrapper for K2Rom.dll<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">To create the .NET assembly containing a public class that can be called from a COM component, follow the steps as described in this knowledge base article.<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\"><br \/><strong>Back to Top<\/strong>\u00a0<img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/arrow_top1.gif\" width=\"10\" \/><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\u00a0<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\u00a0<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">Step 2 - Modify the Kofax Ascent TextRel.dll<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">Obtain the Visual Basic 6 code for the compiled dll from the following location:\u00a0<strong>\"C:\\Program Files\\Ascent\\Source\\Release\\Text\"<\/strong>. This is the default installation location and may vary depending on your installation.<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\t\t\t\t\t\t<table><tbody><tr><td><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/hs-note.gif\" width=\"32\" \/><\/td>\t\t\t\t\t\t\t\t\t<td><strong>Note:<\/strong>\u00a0Ensure to make a backup copy of the\u00a0<strong>\"Text\"<\/strong>\u00a0directory before making changes to the files as a source.<\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">To complete the example in this article, ensure that the following pre requisites are met:<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\t\t\t\t\t\t<table><tbody><tr><td><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/hs-note.gif\" width=\"32\" \/><\/td>\t\t\t\t\t\t\t\t\t<td><strong>Note:<\/strong>\u00a0Visual Basic 6 is required to compile a COM based DLL. Kofax is not .NET compatible and therefore will not be able to call from a .NET assembly. VB6 is used to demonstrate the process of modifying the COM component. Any deployment environment capable of compiling a COM component may be used.<\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\t\t\t\t\t\t<ul><li>Visual Basic 6 is installed<\/li>\t\t\t\t\t\t\t<li>Locate the tutorial files NWest_1.tif and NW_Mult.tif available in the Tutorial directory<\/li>\t\t\t\t\t\t\t<li>K2.net 2003 Project: Create a project in K2.net 2003 Studio with the following criteria\t\t\t\t\t\t\t<ul><li>Project Name: KofaxTest<\/li>\t\t\t\t\t\t\t\t<li>Process Name: Kofax<\/li>\t\t\t\t\t\t\t\t<li>Process Data fields:\u00a0<strong>\"FirstName\"<\/strong>,\u00a0<strong>\"LasName\"<\/strong><\/li>\t\t\t\t\t\t\t<\/ul><\/li>\t\t\t\t\t\t\t<li>When the user provides a K2Server name in the template, the server name must always be correct and available! No error checking regarding the server name and availability is placed in the code samples provided<\/li>\t\t\t\t\t\t<\/ul><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">Modify the DLL:<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\u00a0<\/td>\t\t\t\t\t<\/tr><tr><td>1)<\/td>\t\t\t\t\t\t<td>Open the TextRel.vbp file located in the\u00a0<strong>\"Source\\Release\\Text\"<\/strong>\u00a0directory by double clicking on the file<\/td>\t\t\t\t\t<\/tr><tr><td>2)<\/td>\t\t\t\t\t\t<td>In the project explorer window<\/td>\t\t\t\t\t<\/tr><tr><td>2.1)<\/td>\t\t\t\t\t\t<td>Click on the folder labeled\u00a0<strong>\"Forms\"<\/strong>\u00a0and open it<\/td>\t\t\t\t\t<\/tr><tr><td>2.2)<\/td>\t\t\t\t\t\t<td>Double click the form labeled\u00a0<strong>\"frmSetup.\"<\/strong>\u00a0This will open the form\u00a0<strong>\"frmSetup.\"<\/strong>\u00a0in the Design pane in the middle of the screen<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\t\t\t\t\t\t<p><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000101_1.jpg\" width=\"242\" \/><\/p>\t\t\t\t\t\t<p>\u00a0<\/p>\t\t\t\t\t\t<\/td>\t\t\t\t\t<\/tr><tr><td>3)<\/td>\t\t\t\t\t\t<td>Select the tab control on the form (tabText). In the properties window of the control, change the Tabs property from 3 to 4. See the image below<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\t\t\t\t\t\t<p><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000101_2.jpg\" width=\"229\" \/><\/p>\t\t\t\t\t\t<p>\u00a0<\/p>\t\t\t\t\t\t<\/td>\t\t\t\t\t<\/tr><tr><td>4)<\/td>\t\t\t\t\t\t<td>Right click on the tab-control (tabText) and select \"<strong>Properties<\/strong>\"<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\t\t\t\t\t\t<p><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000101_3a.jpg\" \/><\/p>\t\t\t\t\t\t<p>\u00a0<\/p>\t\t\t\t\t\t<\/td>\t\t\t\t\t<\/tr><tr><td>5)<\/td>\t\t\t\t\t\t<td>For the next section, you are required to add a new Tab and then place a number of controls on the Tab and configure them.<\/td>\t\t\t\t\t<\/tr><tr><td>5.1)<\/td>\t\t\t\t\t\t<td>Change the current tab to 3 and configure the properties to be as is shown in the image below:<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\t\t\t\t\t\t<p><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000101_3.jpg\" width=\"419\" \/><\/p>\t\t\t\t\t\t<p>\u00a0<\/p>\t\t\t\t\t\t<\/td>\t\t\t\t\t<\/tr><tr><td>5.2)<\/td>\t\t\t\t\t\t<td>On the blank tab, place a frame called\u00a0<strong>\"fraTab\"<\/strong>. Set the following properties for this frame:<\/td>\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t<\/tr><tr><td>\t\t\t<table><tbody><tr><td><strong>Property<\/strong><\/td>\t\t\t\t\t\t<td><strong>Configuration<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td>Name<\/td>\t\t\t\t\t\t<td>fraTab<\/td>\t\t\t\t\t<\/tr><tr><td>Border Style<\/td>\t\t\t\t\t\t<td>0 - None<\/td>\t\t\t\t\t<\/tr><tr><td>Caption<\/td>\t\t\t\t\t\t<td>(Blank)<\/td>\t\t\t\t\t<\/tr><tr><td>Index<\/td>\t\t\t\t\t\t<td>3<\/td>\t\t\t\t\t<\/tr><tr><td>Enabled<\/td>\t\t\t\t\t\t<td>True<\/td>\t\t\t\t\t<\/tr><tr><td>Left<\/td>\t\t\t\t\t\t<td>0<\/td>\t\t\t\t\t<\/tr><tr><td>Top<\/td>\t\t\t\t\t\t<td>360<\/td>\t\t\t\t\t<\/tr><tr><td>Height<\/td>\t\t\t\t\t\t<td>5415<\/td>\t\t\t\t\t<\/tr><tr><td>Width<\/td>\t\t\t\t\t\t<td>7815<\/td>\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t<\/tr><tr><td>\t\t\t<table><tbody><tr><td colspan=\"2\">\u00a0<\/td>\t\t\t\t\t<\/tr><tr><td>5.3)<\/td>\t\t\t\t\t\t<td>Inside the above frame, place a CheckBox with the following properties:<\/td>\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t<\/tr><tr><td>\t\t\t<table><tbody><tr><td><strong>Property<\/strong><\/td>\t\t\t\t\t\t<td><strong>Configuration<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td>Name<\/td>\t\t\t\t\t\t<td>chkK2<\/td>\t\t\t\t\t<\/tr><tr><td>Alignment<\/td>\t\t\t\t\t\t<td>0 - Left Justify<\/td>\t\t\t\t\t<\/tr><tr><td>Caption<\/td>\t\t\t\t\t\t<td>Use K2.net 2003<\/td>\t\t\t\t\t<\/tr><tr><td>Left<\/td>\t\t\t\t\t\t<td>240<\/td>\t\t\t\t\t<\/tr><tr><td>Height<\/td>\t\t\t\t\t\t<td>255<\/td>\t\t\t\t\t<\/tr><tr><td>Width<\/td>\t\t\t\t\t\t<td>1695<\/td>\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t<\/tr><tr><td>\t\t\t<table><tbody><tr><td colspan=\"2\">\u00a0<\/td>\t\t\t\t\t<\/tr><tr><td>5.4)<\/td>\t\t\t\t\t\t<td>Now, place another frame below the checkbox in the\u00a0<strong>\"fraTab\"<\/strong>\u00a0frame with the following properties:<\/td>\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t<\/tr><tr><td>\t\t\t<table><tbody><tr><td><strong>Property<\/strong><\/td>\t\t\t\t\t\t<td><strong>Configuration<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td>Name<\/td>\t\t\t\t\t\t<td>fraK2<\/td>\t\t\t\t\t<\/tr><tr><td>BorderStyle<\/td>\t\t\t\t\t\t<td>1 - Fixed Single<\/td>\t\t\t\t\t<\/tr><tr><td>Caption<\/td>\t\t\t\t\t\t<td>K2.net 2003<\/td>\t\t\t\t\t<\/tr><tr><td>Enabled<\/td>\t\t\t\t\t\t<td>False<\/td>\t\t\t\t\t<\/tr><tr><td>Left<\/td>\t\t\t\t\t\t<td>120<\/td>\t\t\t\t\t<\/tr><tr><td>Height<\/td>\t\t\t\t\t\t<td>1095<\/td>\t\t\t\t\t<\/tr><tr><td>Width<\/td>\t\t\t\t\t\t<td>7335<\/td>\t\t\t\t\t<\/tr><tr><td>Top<\/td>\t\t\t\t\t\t<td>960<\/td>\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t<\/tr><tr><td>\t\t\t<table><tbody><tr><td colspan=\"2\">\u00a0<\/td>\t\t\t\t\t<\/tr><tr><td>5.5)<\/td>\t\t\t\t\t\t<td>Inside the frame\u00a0<strong>\"fraK2\"<\/strong>, place a label and a text box. The label has the follow properties:<\/td>\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t<\/tr><tr><td>\t\t\t<table><tbody><tr><td><strong>Property<\/strong><\/td>\t\t\t\t\t\t<td><strong>Configuration<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td>Caption<\/td>\t\t\t\t\t\t<td>K2.net 2003 Server<\/td>\t\t\t\t\t<\/tr><tr><td>Left<\/td>\t\t\t\t\t\t<td>120<\/td>\t\t\t\t\t<\/tr><tr><td>Height<\/td>\t\t\t\t\t\t<td>1095<\/td>\t\t\t\t\t<\/tr><tr><td>Width<\/td>\t\t\t\t\t\t<td>1695<\/td>\t\t\t\t\t<\/tr><tr><td>Top<\/td>\t\t\t\t\t\t<td>360<\/td>\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t<\/tr><tr><td>\t\t\t<table><tbody><tr><td colspan=\"2\">\u00a0<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\"><em>Textbox Properties<\/em><\/td>\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t<\/tr><tr><td>\t\t\t<table><tbody><tr><td><strong>Property<\/strong><\/td>\t\t\t\t\t\t<td><strong>Configuration<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td>Name<\/td>\t\t\t\t\t\t<td>txtK2ServerName<\/td>\t\t\t\t\t<\/tr><tr><td>Text<\/td>\t\t\t\t\t\t<td>(Blank)<\/td>\t\t\t\t\t<\/tr><tr><td>Left<\/td>\t\t\t\t\t\t<td>1920<\/td>\t\t\t\t\t<\/tr><tr><td>Height<\/td>\t\t\t\t\t\t<td>285<\/td>\t\t\t\t\t<\/tr><tr><td>Width<\/td>\t\t\t\t\t\t<td>5055<\/td>\t\t\t\t\t<\/tr><tr><td>Top<\/td>\t\t\t\t\t\t<td>345<\/td>\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t<\/tr><tr><td>\t\t\t<table><tbody><tr><td>6)\u00a0<\/td>\t\t\t\t\t\t<td>Double click on the checkbox (chkK2) to view the code behind the control. Place the following code in the\u00a0<strong>\"Click-event\"<\/strong>\u00a0of the check box:<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\u00a0<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\t\t\t\t\t\t<p><strong>Visual Basic 6<\/strong><\/p>\t\t\t\t\t\t<p>\u00a0<\/p>\t\t\t\t\t\t<p><br \/>\t\t\t\t\t\tPrivate Sub chkK2_Click()<br \/><br \/>\t\t\t\t\t\tIf chkK2.Value = vbChecked Then<br \/>\t\t\t\t\t\t\u00a0fraK2.Enabled = True<br \/>\t\t\t\t\t\t\u00a0txtK2ServerName.Text = GetSetting(\"Kofax\", \"K2\", _\"UseValue\", \"\")<br \/>\t\t\t\t\t\tIf Len(txtK2ServerName.Text) = 0 Then<br \/>\t\t\t\t\t\t\u00a0txtK2ServerName.Text = GetSetting(\"Kofax\", \"K2\", _\"StoreValue\", \"\")<br \/>\t\t\t\t\t\tEnd If<br \/>\t\t\t\t\t\tElse<br \/>\t\t\t\t\t\t\u00a0fraK2.Enabled = False<br \/>\t\t\t\t\t\t\u00a0txtK2ServerName.Text = \"\"<br \/>\t\t\t\t\t\t\u00a0SaveSetting \"Kofax\", \"K2\", \"UseValue\", \"\"<br \/>\t\t\t\t\t\tEnd If<br \/>\t\t\t\t\t\tEnd Sub<\/p>\t\t\t\t\t\t\u00a0\t\t\t\t\t\t<p>\u00a0<\/p>\t\t\t\t\t\t<\/td>\t\t\t\t\t<\/tr><tr><td>7)\u00a0<\/td>\t\t\t\t\t\t<td>Place the following sub procedure in the code:<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\t\t\t\t\t\t<p>Private Sub SaveK2Settings()<br \/><br \/>\t\t\t\t\t\tIf chkK2.Value = vbChecked Then<br \/>\t\t\t\t\t\t\u00a0 SaveSetting \"Kofax\", \"K2\", \"UseValue\", _txtK2ServerName.Text<br \/>\t\t\t\t\t\t\u00a0 SaveSetting \"Kofax\", \"K2\", \"StoreValue\", _<br \/>\t\t\t\t\t\t\u00a0 txtK2ServerName.Text<br \/>\t\t\t\t\t\tElse<br \/>\t\t\t\t\t\t\u00a0 SaveSetting \"Kofax\", \"K2\", \"UseValue\", \"\"<br \/>\t\t\t\t\t\t\u00a0 SaveSetting \"Kofax\", \"K2\", \"StoreValue\",_<br \/>\t\t\t\t\t\t\u00a0 txtK2ServerName.Text<br \/>\t\t\t\t\t\tEnd If<br \/>\t\t\t\t\t\tEnd Sub<\/p>\t\t\t\t\t\t<\/td>\t\t\t\t\t<\/tr><tr><td>\u00a0<\/td>\t\t\t\t\t\t<td>In the click events of both the\u00a0<strong>\"cmdOK\"<\/strong>\u00a0and the\u00a0<strong>\"cmdApply\"<\/strong>\u00a0buttons, add the following code to the existing code:<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\u00a0\t\t\t\t\t\t<p>Call SaveK2Settings<\/p>\t\t\t\t\t\t<\/td>\t\t\t\t\t<\/tr><tr><td>9)\u00a0<\/td>\t\t\t\t\t\t<td>Add a new class module:<\/td>\t\t\t\t\t<\/tr><tr><td>9.1)\u00a0<\/td>\t\t\t\t\t\t<td>Right click on the folder in the\u00a0<strong>\"Project Explorer\"<\/strong>\u00a0labeled\u00a0<strong>\"Class Module\"<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td>9.2)\u00a0<\/td>\t\t\t\t\t\t<td>Select\u00a0<strong>\"Add&gt;Class Module\"<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\t\t\t\t\t\t<p><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000101_4.jpg\" width=\"409\" \/><\/p>\t\t\t\t\t\t<p>\u00a0<\/p>\t\t\t\t\t\t<\/td>\t\t\t\t\t<\/tr><tr><td>10)\u00a0<\/td>\t\t\t\t\t\t<td>Configure the properties for the new class as shown below:<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\t\t\t\t\t\t<p><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000101_5.jpg\" width=\"227\" \/><\/p>\t\t\t\t\t\t<p>\u00a0<\/p>\t\t\t\t\t\t<\/td>\t\t\t\t\t<\/tr><tr><td>11)\u00a0<\/td>\t\t\t\t\t\t<td>Add a reference to the .NET assembly created previously:<\/td>\t\t\t\t\t<\/tr><tr><td>11.1)\u00a0<\/td>\t\t\t\t\t\t<td>Click on\u00a0<strong>\"Project&gt;References\"<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td>11.2)\u00a0<\/td>\t\t\t\t\t\t<td>In the references window, enable the .NET to COM K2Rom object.<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\t\t\t\t\t\t<p><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000101_6.jpg\" width=\"449\" \/><\/p>\t\t\t\t\t\t<p>\u00a0<\/p>\t\t\t\t\t\t<\/td>\t\t\t\t\t<\/tr><tr><td>12)\u00a0<\/td>\t\t\t\t\t\t<td>In the code window of the K2 class, place the following code:<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\t\t\t\t\t\t<p>Option Explicit<br \/>\t\t\t\t\t\tPrivate moTempClass As NetK2Rom.NetK2Rom<br \/>\t\t\t\t\t\tPrivate moTemp As NetK2Rom.iK2ROM<br \/><br \/>\t\t\t\t\t\tPublic Sub K2StartProcess(ByRef LastName As String, _<br \/>\t\t\t\t\t\tByRef FirstName As String)<br \/>\t\t\t\t\t\t\u00a0Set moTempClass = New NetK2Rom.NetK2Rom<br \/>\t\t\t\t\t\t\u00a0Set moTemp = moTempClass<br \/>\t\t\t\t\t\t\u00a0Dim szServerName As String<br \/>\t\t\t\t\t\t\u00a0szServerName = GetSetting(\"Kofax\", \"K2\", \"UseValue\", \"\")<br \/>\t\t\t\t\t\t\u00a0Dim sDataFieldNames As String<br \/>\t\t\t\t\t\t\u00a0Dim sDataFieldValues As String<br \/>\t\t\t\t\t\t\u00a0sDataFieldNames = \"FirstName,LastName\"<br \/>\t\t\t\t\t\t\u00a0sDataFieldValues = FirstName &amp; \",\" &amp; LastName<br \/>\t\t\t\t\t\t\u00a0Dim bCreateProcess As Boolean<br \/>\t\t\t\t\t\t\u00a0Dim sOut As String<br \/>\t\t\t\t\t\t\u00a0With moTemp<br \/>\t\t\t\t\t\t\u00a0\u00a0.Server = szServerName<br \/>\t\t\t\t\t\t\u00a0\u00a0.Folio = \"Kofax - \" &amp; FirstName &amp; \" \" &amp; LastName<br \/>\t\t\t\t\t\t\u00a0\u00a0.Project = \"KofaxTest\"<br \/>\t\t\t\t\t\t\u00a0\u00a0.Process = \"Kofax\"<br \/>\t\t\t\t\t\t\u00a0\u00a0.DataFieldsCommaDelStrNames = sDataFieldNames<br \/>\t\t\t\t\t\t\u00a0\u00a0.DataFieldsCommaDelStrValues = sDataFieldValues<br \/>\t\t\t\t\t\t\u00a0\u00a0bCreateProcess = .CreateProcess<br \/>\t\t\t\t\t\t\u00a0\u00a0sOut = .Data<br \/>\t\t\t\t\t\t\u00a0 End With<br \/>\t\t\t\t\t\tEnd Sub<\/p>\t\t\t\t\t\t<\/td>\t\t\t\t\t<\/tr><tr><td>13)\u00a0<\/td>\t\t\t\t\t\t<td>Open the code window for the class ASCIITextFile. Double click on the class in the\u00a0<strong>\"Project Explorer\"<\/strong>\u00a0window. Declare the following two variables in the ReleaseIndexes procedure:<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\t\t\t\t\t\t<p>Dim K2FirstName as String<br \/>\t\t\t\t\t\tDim K2LastName as String<br \/>\t\t\t\t\t\t\u00a0<\/p>\t\t\t\t\t\t<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">Place the following code at the end of the loop as indicated by the image below:<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\t\t\t\t\t\t<p><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000101_7.jpg\" width=\"616\" \/><\/p>\t\t\t\t\t\t<p>\u00a0<\/p>\t\t\t\t\t\t<p>'If this is the FirstName or LastName, store the value<br \/>\t\t\t\t\t\tIf Len(K2FirstName) = 0 Then<br \/>\t\t\t\t\t\t\u00a0K2FirstName = sValue<br \/>\t\t\t\t\t\tElse<br \/>\t\t\t\t\t\t\u00a0K2LastName = sValue<br \/>\t\t\t\t\t\tEnd If<\/p>\t\t\t\t\t\t\u00a0\t\t\t\t\t\t<p>\u00a0<\/p>\t\t\t\t\t\t<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">Place the following code just before the error handling starts as indicated by the image below:<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\t\t\t\t\t\t<p><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000101_8.jpg\" width=\"663\" \/><\/p>\t\t\t\t\t\t<p>\u00a0<\/p>\t\t\t\t\t\t<p>'Now call the K2 Process<br \/><br \/>\t\t\t\t\t\t\u00a0Dim oK2Class As New K2<br \/>\t\t\t\t\t\t\u00a0Call oK2Class.K2StartProcess(K2LastName, K2FirstName)<\/p>\t\t\t\t\t\t\u00a0\t\t\t\t\t\t<p>\u00a0<\/p>\t\t\t\t\t\t<\/td>\t\t\t\t\t<\/tr><tr><td>14)\u00a0<\/td>\t\t\t\t\t\t<td>The dll must now be recompiled. However, since the dll is registered, the dll must be de registered before the re compile can take place. The dll will be re-registered automatically once the compilation is complete with no errors.<\/td>\t\t\t\t\t<\/tr><tr><td>\u00a014.1)\u00a0<\/td>\t\t\t\t\t\t<td>De-register the current DLL found in the bin directory in the Kofax Ascent installed directory (by default\u00a0<strong>\"C:\\Program Files\\Ascent\\Bin\"<\/strong>)<\/td>\t\t\t\t\t<\/tr><tr><td>\u00a014.1.i)\u00a0<\/td>\t\t\t\t\t\t<td>To do this, click\u00a0<strong>\"Start&gt;Run\"<\/strong>., and type in the following command (make sure no instance of Kofax Ascent using this DLL is running):<\/td>\t\t\t\t\t<\/tr><tr><td>\u00a014.1.ii)\u00a0<\/td>\t\t\t\t\t\t<td>regsvr32 -u\u00a0<strong>\"C:\\Program Files\\Ascent\\Bin\\TextRel.dll\"<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td>\u00a014.2)\u00a0<\/td>\t\t\t\t\t\t<td>Compile the TextRel.dll. In the VB6 environment.<\/td>\t\t\t\t\t<\/tr><tr><td>\u00a014.2.i)\u00a0<\/td>\t\t\t\t\t\t<td>Click on\u00a0<strong>\"File&gt; Make TextRel.dll.\"<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td>\u00a014.3)\u00a0<\/td>\t\t\t\t\t\t<td>The DLL has been registered when it was compiled according to the location where it was created. It therefore needs to be unregistered and moved to the bin directory of Kofax Ascent. To do this, follow the steps in a.i) above, changing only the path to the correct location where the DLL was just compiled.<\/td>\t\t\t\t\t<\/tr><tr><td>\u00a014.4)\u00a0<\/td>\t\t\t\t\t\t<td>Browse to the directory where the DLL was created, copy it and paste it in the Kofax Ascent bin directory. It is advised to make a backup of the current TextRel.dll before replacing it with your newly created DLL.<\/td>\t\t\t\t\t<\/tr><tr><td>\u00a014.5)\u00a0<\/td>\t\t\t\t\t\t<td>Register the DLL by doing the following:<\/td>\t\t\t\t\t<\/tr><tr><td>\u00a014.5.i)\u00a0<\/td>\t\t\t\t\t\t<td>Click\u00a0<strong>\"Start&gt;Run\"<\/strong>.<\/td>\t\t\t\t\t<\/tr><tr><td>\u00a014.5.ii)\u00a0<\/td>\t\t\t\t\t\t<td>Type in the following command:<br \/><strong>\"regsvr32 C:\\Program Files\\Ascent\\Bin\\TextRel.dll\"<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\"><br \/><strong>Back to Top<\/strong>\u00a0<img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/arrow_top1.gif\" width=\"10\" \/><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\u00a0<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\"><strong>Step 3 - Create K2.net 2003 Process<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">Create a K2.net 2003 project called KofaxTest. Add a process called Kofax with two data fields,\u00a0<strong>\"FirstName\"<\/strong>\u00a0and\u00a0<strong>\"LastName\"<\/strong>, both of type string.<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\"><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000101_9.jpg\" \/><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">Add a\u00a0<strong>\"Default Activity\"<\/strong>\u00a0to the canvas and place a\u00a0<strong>\"Server Mail\"<\/strong>\u00a0event in the activity. Configure the Server Mail event to send an email to the originator. Allocate the two data fields values in the body of the email.<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\"><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000101_10.jpg\" width=\"267\" \/><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">Once complete, export the process ensuring that there are no errors.<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\"><br \/><strong>Back to Top<\/strong>\u00a0<img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/arrow_top1.gif\" width=\"10\" \/><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\u00a0<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\"><strong>Step 4 - Setup a batch in Kofax Ascent for scanning and release.<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">In this example, a batch is created which automatically recognizes the first name and the last name contained in the document. To setup the batch, do the following:<\/td>\t\t\t\t\t<\/tr><tr><td>1)\u00a0<\/td>\t\t\t\t\t\t<td>Open the Ascent Capture Administration module<\/td>\t\t\t\t\t<\/tr><tr><td>2)\u00a0<\/td>\t\t\t\t\t\t<td>Click on the\u00a0<strong>\"Field Types\"<\/strong>\u00a0tab on the\u00a0<strong>\"Definitions\"<\/strong>, and right click anywhere on the panel and a context menu will appear<\/td>\t\t\t\t\t<\/tr><tr><td>3)\u00a0<\/td>\t\t\t\t\t\t<td>From the context menu, select\u00a0<strong>\"New Field Type\"<\/strong>. The Create Field Type dialog box will appear<\/td>\t\t\t\t\t<\/tr><tr><td>4)\u00a0<\/td>\t\t\t\t\t\t<td>Now add Field Type with the following properties:<\/td>\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t<\/tr><tr><td>\t\t\t<table><tbody><tr><td><strong>Field<\/strong><\/td>\t\t\t\t\t\t<td><strong>Type<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td>Name<\/td>\t\t\t\t\t\t<td>Alphanumeric_25<\/td>\t\t\t\t\t<\/tr><tr><td>Data Type<\/td>\t\t\t\t\t\t<td>Varchar<\/td>\t\t\t\t\t<\/tr><tr><td>No of Chars<\/td>\t\t\t\t\t\t<td>25<\/td>\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t<\/tr><tr><td>\t\t\t<table><tbody><tr><td colspan=\"2\">\u00a0<\/td>\t\t\t\t\t<\/tr><tr><td>5)\u00a0<\/td>\t\t\t\t\t\t<td>Create a Document Class:<\/td>\t\t\t\t\t<\/tr><tr><td>6)\u00a0<\/td>\t\t\t\t\t\t<td>Click on the Document tab on the Definitions panel<\/td>\t\t\t\t\t<\/tr><tr><td>7)\u00a0<\/td>\t\t\t\t\t\t<td>Right click anywhere on the panel and a context menu will appear<\/td>\t\t\t\t\t<\/tr><tr><td>\u00a0<\/td>\t\t\t\t\t\t<td>Select New Document Class and the\u00a0<strong>\"Create Document Class\"<\/strong>\u00a0dialog will appear<\/td>\t\t\t\t\t<\/tr><tr><td>9)\u00a0<\/td>\t\t\t\t\t\t<td>Provide the document class a name - for this example we will call it K2Kofax<\/td>\t\t\t\t\t<\/tr><tr><td>10)\u00a0<\/td>\t\t\t\t\t\t<td>Click New to add an Index field. Add the following two index fields<\/td>\t\t\t\t\t<\/tr><tr><td>10.1)\u00a0<\/td>\t\t\t\t\t\t<td><strong>\"FirstName\"<\/strong>\u00a0and\u00a0<strong>\"LastName\"<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td>10.2)\u00a0<\/td>\t\t\t\t\t\t<td>Set the field type of both to Alphanumeric_25<\/td>\t\t\t\t\t<\/tr><tr><td>10.3)\u00a0<\/td>\t\t\t\t\t\t<td>Set Required to True<\/td>\t\t\t\t\t<\/tr><tr><td>11)\u00a0<\/td>\t\t\t\t\t\t<td>Click\u00a0<strong>\"Ok\"<\/strong>\u00a0to create the new document class<\/td>\t\t\t\t\t<\/tr><tr><td>12)\u00a0<\/td>\t\t\t\t\t\t<td>Create a form type by right-clicking on the K2Kofax document type just created and select New Form Type from the context menu.<\/td>\t\t\t\t\t<\/tr><tr><td>13)\u00a0<\/td>\t\t\t\t\t\t<td>Give the new form type the name K2FormType<\/td>\t\t\t\t\t<\/tr><tr><td>14)\u00a0<\/td>\t\t\t\t\t\t<td>Select the checkbox for Fixed Number of pages and add a 1 to the list below it (see image). Now click\u00a0<strong>\"OK\"<\/strong>\u00a0to close the context menu.<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\t\t\t\t\t\t<p><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000101_11.jpg\" \/><\/p>\t\t\t\t\t\t<p>\u00a0<\/p>\t\t\t\t\t\t<\/td>\t\t\t\t\t<\/tr><tr><td>15)\u00a0<\/td>\t\t\t\t\t\t<td>Click on the drop-down arrow and ensure the option\u00a0<strong>\"Software Import\"<\/strong>\u00a0is selected as indicated:<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\t\t\t\t\t\t<p><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000101_12.jpg\" width=\"325\" \/><\/p>\t\t\t\t\t\t<p>\u00a0<\/p>\t\t\t\t\t\t<\/td>\t\t\t\t\t<\/tr><tr><td>16)\u00a0<\/td>\t\t\t\t\t\t<td>Right click on the newly created form type in the definitions window and select Add Sample Pages from the context menu.<\/td>\t\t\t\t\t<\/tr><tr><td>17)\u00a0<\/td>\t\t\t\t\t\t<td>Browse to the file called NWest_1.tif (located in the tutorial directory of the Kofax Ascent installation)<\/td>\t\t\t\t\t<\/tr><tr><td>18)\u00a0<\/td>\t\t\t\t\t\t<td>Select the file NWest_1.tif<\/td>\t\t\t\t\t<\/tr><tr><td>19)\u00a0<\/td>\t\t\t\t\t\t<td>You will now see the page displayed<\/td>\t\t\t\t\t<\/tr><tr><td>20)\u00a0<\/td>\t\t\t\t\t\t<td>To continue, an image cleanup filter profile must be created. To do this, select\u00a0<strong>\"Edit Image Cleanup Profiles\"<\/strong>. The Image Cleanup Profiles context menu will appear.<\/td>\t\t\t\t\t<\/tr><tr><td>21)\u00a0<\/td>\t\t\t\t\t\t<td>Enable the checkbox next to\u00a0<strong>\"Horizontal Line removal\"<\/strong>. Enter the settings as displayed in the image:<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\t\t\t\t\t\t<p><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000101_13.jpg\" \/><\/p>\t\t\t\t\t\t<p>\u00a0<\/p>\t\t\t\t\t\t<\/td>\t\t\t\t\t<\/tr><tr><td>22)\u00a0<\/td>\t\t\t\t\t\t<td>Enable the checkbox next to\u00a0<strong>\"Vertical line removal\"<\/strong>. Enter the settings as in the image below<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\t\t\t\t\t\t<p><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000101_14.jpg\" width=\"500\" \/><\/p>\t\t\t\t\t\t<p>\u00a0<\/p>\t\t\t\t\t\t<\/td>\t\t\t\t\t<\/tr><tr><td>23)\u00a0<\/td>\t\t\t\t\t\t<td>Click on\u00a0<strong>\"Save As\"<\/strong>\u00a0and save the profile as Tutorial - Line Removal<\/td>\t\t\t\t\t<\/tr><tr><td>24)\u00a0<\/td>\t\t\t\t\t\t<td>Create a recognition profile. Click on\u00a0<strong>\"Edit &gt;Recognition Profile\"<\/strong>. The Recognition Profile context menu will appear<\/td>\t\t\t\t\t<\/tr><tr><td>25)\u00a0<\/td>\t\t\t\t\t\t<td>From the\u00a0<strong>\"Name\"<\/strong>\u00a0dropdown list, select Kofax High Performance ICR Zonal<\/td>\t\t\t\t\t<\/tr><tr><td>26)\u00a0<\/td>\t\t\t\t\t\t<td>Select the Print Type:\u00a0<strong>\"Handprint\"<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td>27)\u00a0<\/td>\t\t\t\t\t\t<td>Select the Content Alphanumeric with the character set A-Za-z<\/td>\t\t\t\t\t<\/tr><tr><td>28)\u00a0<\/td>\t\t\t\t\t\t<td>Set the Trigram mode to\u00a0<strong>\"Off\"<\/strong>\u00a0and enable the setting\u00a0<strong>\"Logical content\"<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td>29)\u00a0<\/td>\t\t\t\t\t\t<td>In the image clean up profile, select Tutorial - Line Removal (the clean up profile we just created)<\/td>\t\t\t\t\t<\/tr><tr><td>30)\u00a0<\/td>\t\t\t\t\t\t<td>Now click\u00a0<strong>\"Save As\"<\/strong>\u00a0and save this recognition profile as Tutorial - Boxed Letters<\/td>\t\t\t\t\t<\/tr><tr><td>31)\u00a0<\/td>\t\t\t\t\t\t<td>When done, the profile will look as follows:<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\t\t\t\t\t\t<p><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000101_15.jpg\" \/><\/p>\t\t\t\t\t\t<p>\u00a0<\/p>\t\t\t\t\t\t<\/td>\t\t\t\t\t<\/tr><tr><td>32)\u00a0<\/td>\t\t\t\t\t\t<td>The advanced settings must look as follow:<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\"><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000101_16.jpg\" width=\"547\" \/><\/td>\t\t\t\t\t<\/tr><tr><td>33)\u00a0<\/td>\t\t\t\t\t\t<td>Click\u00a0<strong>\"Close\"<\/strong>\u00a0to close the context menu<\/td>\t\t\t\t\t<\/tr><tr><td>34)\u00a0<\/td>\t\t\t\t\t\t<td>Select the Create Index Zone icon ( ) from the menu at the top. Draw a box around the\u00a0<strong>\"First Name\"<\/strong>\u00a0section on the sample page as follows:<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\t\t\t\t\t\t<p><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000101_17.jpg\" width=\"531\" \/><\/p>\t\t\t\t\t\t<p>\u00a0<\/p>\t\t\t\t\t\t<\/td>\t\t\t\t\t<\/tr><tr><td>35)\u00a0<\/td>\t\t\t\t\t\t<td>A context menu will appear. Select\u00a0<strong>\"FirstName\"<\/strong>\u00a0from the\u00a0<strong>\"Associated Field\"<\/strong>\u00a0drop down list. Select\u00a0<strong>\"Auto Recognition\"<\/strong>\u00a0and select\u00a0<strong>\"Tutorial - Boxed Letters\"<\/strong>\u00a0from the \"<strong>Recognition Profiles\"<\/strong>\u00a0dropdown list<\/td>\t\t\t\t\t<\/tr><tr><td>36)\u00a0<\/td>\t\t\t\t\t\t<td>Repeat step 33 for the\u00a0<strong>\"Last Name\"<\/strong>\u00a0area, this time selecting\u00a0<strong>\"LastName\"<\/strong>\u00a0from the\u00a0<strong>\"Associated Field\"<\/strong>\u00a0dropdown list and Tutorial - Boxed Letters from the\u00a0<strong>\"Recognition Profiles\"<\/strong>\u00a0dropdown list<\/td>\t\t\t\t\t<\/tr><tr><td>37)\u00a0<\/td>\t\t\t\t\t\t<td>View the preview, an example preview is shown below:<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\t\t\t\t\t\t<p><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000101_18.jpg\" \/><\/p>\t\t\t\t\t\t<p>\u00a0<\/p>\t\t\t\t\t\t<\/td>\t\t\t\t\t<\/tr><tr><td>38)\u00a0<\/td>\t\t\t\t\t\t<td>Create a batch class. Select the\u00a0<strong>\"Batch\"<\/strong>\u00a0tab on the\u00a0<strong>\"Definitions\"<\/strong>\u00a0panel. Right click anywhere on the panel and select\u00a0<strong>\"New Batch Class\"<\/strong>\u00a0from the context menu.<\/td>\t\t\t\t\t<\/tr><tr><td>39)\u00a0<\/td>\t\t\t\t\t\t<td>Call the Batch Class K2Batch. Click\u00a0<strong>\"New\"<\/strong>\u00a0to add a batch field. Call it Site ID, field type Alphanumeric_25, and Default value {Site ID}.<\/td>\t\t\t\t\t<\/tr><tr><td>40)\u00a0<\/td>\t\t\t\t\t\t<td>Under the Queues tab, select the following in sequence:<\/td>\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t<\/tr><tr><td>\t\t\t<table><tbody><tr><td colspan=\"2\"><strong>Queues Settings<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">Scan<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">Recognition Server<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">Validation<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">Release<\/td>\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t<\/tr><tr><td>\t\t\t<table><tbody><tr><td colspan=\"2\">\u00a0<\/td>\t\t\t\t\t<\/tr><tr><td>41)\u00a0<\/td>\t\t\t\t\t\t<td>Under the\u00a0<strong>\"Separation and Form Identification\"<\/strong>\u00a0tab, select Kofax fixed pages.<\/td>\t\t\t\t\t<\/tr><tr><td>42)\u00a0<\/td>\t\t\t\t\t\t<td>Click on the\u00a0<strong>\"Queues\"<\/strong>\u00a0tab, select\u00a0<strong>\"Scan\"<\/strong>\u00a0and then click on\u00a0<strong>\"Properties\"<\/strong>. Set the properties as follows:<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\t\t\t\t\t\t<p><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000101_19.jpg\" width=\"439\" \/><\/p>\t\t\t\t\t\t<p>\u00a0<\/p>\t\t\t\t\t\t<\/td>\t\t\t\t\t<\/tr><tr><td>43)\u00a0<\/td>\t\t\t\t\t\t<td>Click\u00a0<strong>\"OK\"<\/strong>\u00a0to save and close the properties window<\/td>\t\t\t\t\t<\/tr><tr><td>44)\u00a0<\/td>\t\t\t\t\t\t<td>Click\u00a0<strong>\"OK\"<\/strong>\u00a0to close the\u00a0<strong>\"Batch Class\"<\/strong>\u00a0properties window<\/td>\t\t\t\t\t<\/tr><tr><td>45)\u00a0<\/td>\t\t\t\t\t\t<td>Right click on the batch class K2Batch and select\u00a0<strong>\"Insert Document Class\"<\/strong>\u00a0from the context menu<\/td>\t\t\t\t\t<\/tr><tr><td>46)\u00a0<\/td>\t\t\t\t\t\t<td>Select K2Kofax from\u00a0<strong>\"Insert Document Class\"<\/strong>\u00a0list<\/td>\t\t\t\t\t<\/tr><tr><td>47)\u00a0<\/td>\t\t\t\t\t\t<td>Now setup the release script to use. Right click on the\u00a0<strong>\"Document Class\"<\/strong>\u00a0K2Kofax which you just added to the batch class. From the context menu, select\u00a0<strong>\"Release Scripts\"<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td>48)\u00a0<\/td>\t\t\t\t\t\t<td>Now select\u00a0<strong>\"Ascent Capture Text\"<\/strong>\u00a0from the list on the left and add it to the\u00a0<strong>\"Assigned Release\"<\/strong>\u00a0scripts list on the right<\/td>\t\t\t\t\t<\/tr><tr><td>49)\u00a0<\/td>\t\t\t\t\t\t<td>The template will appear. In the name enter K2KofaxRelease<\/td>\t\t\t\t\t<\/tr><tr><td>50)\u00a0<\/td>\t\t\t\t\t\t<td>Under the\u00a0<strong>\"Index Storage\"<\/strong>\u00a0tab, browse to a working directory where the output files will be saved. Call the file K2Test.txt<\/td>\t\t\t\t\t<\/tr><tr><td>51)\u00a0<\/td>\t\t\t\t\t\t<td>Under\u00a0<strong>\"Document Storage\"<\/strong>\u00a0tab, select Release Image files and browse to a directory where the image files will be released to<\/td>\t\t\t\t\t<\/tr><tr><td>52)\u00a0<\/td>\t\t\t\t\t\t<td>Under the K2.net 2003 tab, select Use K2.net 2003, and place the server name in the textbox<\/td>\t\t\t\t\t<\/tr><tr><td>53)\u00a0<\/td>\t\t\t\t\t\t<td>Click\u00a0<strong>\"OK\"<\/strong>\u00a0to save and click\u00a0<strong>\"Close\"<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td>54)\u00a0<\/td>\t\t\t\t\t\t<td>Publish the batch. To publish the batch right clicking on the batch (K2Batch). Select\u00a0<strong>\"Publish\"<\/strong>\u00a0from the context menu. From the\u00a0<strong>\"Publish\"<\/strong>\u00a0dialog box, publish the document, ensuring that there were no errors. Refer to the AC_6_1_Learning_Ascent_Capture_Guide.pdf on correcting possible errors.<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">Since the batch class has been created, a few final steps must be performed. A batch must be scanned and run through the recognition server. Once the data has been validated it can then be released.<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\u00a0<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\"><strong>Scan Module:<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td>1)\u00a0<\/td>\t\t\t\t\t\t<td>Open the\u00a0<strong>\"Scan\"<\/strong>\u00a0module of Kofax Ascent<\/td>\t\t\t\t\t<\/tr><tr><td>2)\u00a0<\/td>\t\t\t\t\t\t<td>In the\u00a0<strong>\"Create Batch\"<\/strong>\u00a0dialog box, select K2Batch from the batch class dropdown list<\/td>\t\t\t\t\t<\/tr><tr><td>3)\u00a0<\/td>\t\t\t\t\t\t<td>Give the Batch a descriptive name. For this example use K2BatchTest1<\/td>\t\t\t\t\t<\/tr><tr><td>4)\u00a0<\/td>\t\t\t\t\t\t<td>Click the\u00a0<strong>\"Scan\"<\/strong>\u00a0button<\/td>\t\t\t\t\t<\/tr><tr><td>5)\u00a0<\/td>\t\t\t\t\t\t<td>Browse to the location where the NW_Multi.tif file is stored (by default in the tutorial directory under the Ascent installed folder). Select the file and click\u00a0<strong>\"Open\"<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td>6)\u00a0<\/td>\t\t\t\t\t\t<td>Select\u00a0<strong>\"Batch&gt;Close\"<\/strong>\u00a0from the menu. When prompted if you are sure, select\u00a0<strong>\"Yes\"<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td>7)\u00a0<\/td>\t\t\t\t\t\t<td>Close the\u00a0<strong>\"Scan\"<\/strong>\u00a0module<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\u00a0<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\"><strong>Recognition Server Module:<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td>1)\u00a0<\/td>\t\t\t\t\t\t<td>Open the\u00a0<strong>\"Recognition\"<\/strong>\u00a0module of Kofax Ascent<\/td>\t\t\t\t\t<\/tr><tr><td>2)\u00a0<\/td>\t\t\t\t\t\t<td>The recognition server will scan through the batch. Close the module when the recognition server has completed its task<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\u00a0<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\"><strong>Validation Module:<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td>1)\u00a0<\/td>\t\t\t\t\t\t<td>Open the\u00a0<strong>\"Validation\"<\/strong>\u00a0module of Kofax Ascent<\/td>\t\t\t\t\t<\/tr><tr><td>2)\u00a0<\/td>\t\t\t\t\t\t<td>The Open Batch dialog should appear. From the dialog, select K2BatchTest1 and click\u00a0<strong>\"Ok\"<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td>3)\u00a0<\/td>\t\t\t\t\t\t<td>Ensure that the data is correct. By pressing TAB, you can quickly run through the document and see that the data is correct. Once you have checked all the data, you will be prompted if you whish to close the batch. Select\u00a0<strong>\"Ok\"<\/strong>, and close the validation module<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\u00a0<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\"><strong>Release Module:<\/strong><\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\">\t\t\t\t\t\t<table><tbody><tr><td><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/hs-note.gif\" width=\"32\" \/><\/td>\t\t\t\t\t\t\t\t\t<td><strong>Note:<\/strong>\u00a0The user under which the Release module is run must be the same user who starts the K2.net 2003 process. Ensure that this user has the appropriate rights to start the process.<\/td>\t\t\t\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t\t\t\t<\/tr><tr><td>1)\u00a0<\/td>\t\t\t\t\t\t<td>Open the \"<strong>Release\"<\/strong>\u00a0module of Kofax Ascent<\/td>\t\t\t\t\t<\/tr><tr><td>2)\u00a0<\/td>\t\t\t\t\t\t<td>The \"<strong>Release\"<\/strong>\u00a0module will automatically run through each document and release it to the file system to the directory specified earlier. Once the document is released to the directory a new K2.net 2003 process instance will be started<\/td>\t\t\t\t\t<\/tr><tr><td>3)\u00a0<\/td>\t\t\t\t\t\t<td>For each document that is released an email will be received by the destination user<\/td>\t\t\t\t\t<\/tr><tr><td colspan=\"2\"><br \/><a href=\"https:\/\/tndrv59328.lithium.com\/t5\/Nintex-K2-blackpearl\/Starting-K2-net-2003-from-Kofax-Ascent-6-1-Release-Script\/ta-p\/122763#top\" target=\"_blank\" rel=\"noreferrer noopener\"><strong>Back to Top<\/strong>\u00a0<\/a><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/arrow_top1.gif\" width=\"10\" \/><\/td>\t\t\t\t\t<\/tr><\/tbody><\/table><\/td>\t\t<\/tr><\/tbody><\/table><p>\u00a0<\/p>","categoryName":"K2 blackpearl","categoryId":"38","contentType":"article","featuredImage":"","likes":0,"views":51,"votes":0,"replyCount":0,"publishedAt":"2022-12-13T14:35:59+01:00","lastActivityAt":"2022-12-13T14:36:59+01:00","lastContributor":{"id":"21183","username":"CodiKaji","avatar":""},"lastPostId":0,"author":{"id":"21183","username":"CodiKaji","avatar":""},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/k2-blackpearl-38","topicUrl":{"destination":"https:\/\/community.nintex.com\/k2-blackpearl-38\/how-to-approval-routing-31460"},"id":"125","publicId":"31460","title":"How To: Approval Routing","content":"<p><strong>KB001725<\/strong><\/p><p>PRODUCT:\u00a0K2 blackpearl<\/p><p>\u00a0<\/p><h3 id=\"toc-hId--1130780812\">Use Case<\/h3><p>In most processes, an approval routing workflow will help to streamline the approval process, and also create an audit trail of what happened in the approval. This tutorial details several ways to route workflow to recipients including:<\/p><ul><li>Using AAD (Azure Active Directory) to route to managers<\/li>\t<li>Routing to a managers manager<\/li>\t<li>Using a list when AAD is not updated<\/li><\/ul><p>The first steps of this tutorial will go through creating a simple Equipment Request process to use with optional workflow processes based on the use case.<\/p><p>\u00a0<\/p><h3 id=\"toc-hId-612029523\">Creating Related Lists<\/h3><p>Two lists will be needed for this application. The first list will detail the available equipment and its cost, and the second will detail departments and approvers for routing using a SharePoint list.<\/p><ol><li>Navigate to the\u00a0<strong>Site Contents<\/strong>\u00a0of your SharePoint site and create a new\u00a0<strong>Custom List<\/strong>\u00a0called<em>\u00a0Equipment List<\/em>.<\/li>\t<li>Navigate to the\u00a0<strong>List Settings<\/strong>\u00a0and under the\u00a0<strong>Columns<\/strong>\u00a0add a column called\u00a0<strong>Price<\/strong>\u00a0as the type\u00a0<strong>Currency<\/strong>\u00a0with the default settings.<\/li>\t<li>In the\u00a0<strong>Advanced settings<\/strong>, set the\u00a0<strong>Attachments<\/strong>\u00a0option to\u00a0<strong>Disabled<\/strong>.<\/li>\t<li>Add a few items for the available equipment. Here is the data used in the example:\t<table><tbody><tr><td>\t\t\t\t<p>Lenovo Edge 2<\/p>\t\t\t\t<\/td>\t\t\t\t<td>\t\t\t\t<p>$630.00<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td>\t\t\t\t<p>Toshiba Satellite Radius<\/p>\t\t\t\t<\/td>\t\t\t\t<td>\t\t\t\t<p>$450.00<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td>\t\t\t\t<p>Asus 2-in-1 15.6\"<\/p>\t\t\t\t<\/td>\t\t\t\t<td>\t\t\t\t<p>$900.00<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td>\t\t\t\t<p>Microsoft Surface 3<\/p>\t\t\t\t<\/td>\t\t\t\t<td>\t\t\t\t<p>$400.00<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><\/tbody><\/table><\/li>\t<li>In the\u00a0<strong>List<\/strong>\u00a0tab, select the K2\u00a0<strong>Application<\/strong>.<\/li>\t<li>Select\u00a0<strong>Create New Application<\/strong>.<\/li>\t<li>In the\u00a0<strong>Data<\/strong>\u00a0option select\u00a0<strong>Site and all of its subsites<\/strong>\u00a0and then click\u00a0<strong>OK<\/strong>.<\/li>\t<li>Navigate to the\u00a0<strong>Site Contents<\/strong>\u00a0of your SharePoint site and create a new\u00a0<strong>Custom List<\/strong>\u00a0called\u00a0<em>Equipment Approval<\/em>.<\/li>\t<li>Navigate to the\u00a0<strong>List Settings<\/strong>\u00a0and under the\u00a0<strong>Columns<\/strong>\u00a0rename the\u00a0<strong>Title<\/strong>\u00a0column\u00a0<em>Department<\/em>.<\/li>\t<li>In the\u00a0<strong>Advanced settings<\/strong>, set the\u00a0<strong>Attachments<\/strong>\u00a0option to\u00a0<strong>Disabled<\/strong>.<\/li>\t<li>Add two columns of the type\u00a0<strong>Person or Group<\/strong>\u00a0with the default settings. Name one\u00a0<em>First Approver\u00a0<\/em>and one\u00a0<em>Second Approver<\/em>. Add a few departments with approvers. This example uses\u00a0<em>IT<\/em>,\u00a0<em>HR<\/em>\u00a0and\u00a0<em>Marketing<\/em>.\t<table><tbody><tr><td><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/hs-note.gif\" width=\"32\" \/><\/td>\t\t\t\t<td><strong>Note:\u00a0<\/strong>\u00a0For testing, use accounts that will not route to the actual approver.<\/td>\t\t\t<\/tr><\/tbody><\/table><\/li>\t<li>Navigate to K2 Appit for SharePoint and select the\u00a0<strong>SmartObjects<\/strong>\u00a0link under\u00a0<strong>Artifacts<\/strong>\u00a0in the\u00a0<strong>Administration<\/strong>\u00a0section.<\/li>\t<li>In the\u00a0<strong>List<\/strong>\u00a0tab, select the K2\u00a0<strong>Application<\/strong>.<\/li>\t<li>Select\u00a0<strong>Create New Application<\/strong>.<\/li>\t<li>In the\u00a0<strong>Data<\/strong>\u00a0option select\u00a0<strong>Site and all of its subsites<\/strong>\u00a0and then click\u00a0<strong>OK<\/strong>.<br \/>\t\u00a0<\/li><\/ol><h3 id=\"toc-hId--1940127438\">Creating the Base Application<\/h3><p>This step will walk through creating the essential pieces to the base of the application. These steps will create a reference to the department for use later on, as well as a reference to the user.<\/p><ol><li>Navigate to the\u00a0<strong>Site Contents<\/strong>\u00a0of your SharePoint site and create a new\u00a0<strong>Custom List<\/strong>\u00a0called\u00a0<em>Equipment Request<\/em>.<\/li>\t<li>Navigate to the\u00a0<strong>List Settings<\/strong>\u00a0and under the\u00a0<strong>Columns<\/strong>\u00a0add the following columns with their default settings:\t<table><tbody><tr><td>\t\t\t\t<p>Justification<\/p>\t\t\t\t<\/td>\t\t\t\t<td>\t\t\t\t<p>Multiple Lines of text<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td>\t\t\t\t<p>Opened by<\/p>\t\t\t\t<\/td>\t\t\t\t<td>\t\t\t\t<p>Person or Group<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td>\t\t\t\t<p>Request Date<\/p>\t\t\t\t<\/td>\t\t\t\t<td>\t\t\t\t<p>Date and Time<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td>\t\t\t\t<p>Needed by<\/p>\t\t\t\t<\/td>\t\t\t\t<td>\t\t\t\t<p>Date and Time<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td>\t\t\t\t<p>Requested Equipment<\/p>\t\t\t\t<\/td>\t\t\t\t<td>\t\t\t\t<p>Single line of text<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td>\t\t\t\t<p>Request Cost<\/p>\t\t\t\t<\/td>\t\t\t\t<td>\t\t\t\t<p>Currency<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td>\t\t\t\t<p>Department<\/p>\t\t\t\t<\/td>\t\t\t\t<td>\t\t\t\t<p>Single line of text<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td>\t\t\t\t<p>Comments<\/p>\t\t\t\t<\/td>\t\t\t\t<td>\t\t\t\t<p>Multiple lines of text<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td>\t\t\t\t<p>Status<\/p>\t\t\t\t<\/td>\t\t\t\t<td>\t\t\t\t<p>Single line of text<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><\/tbody><\/table><\/li>\t<li>Select the K2\u00a0<strong>Application<\/strong>\u00a0from the\u00a0<strong>List<\/strong>\u00a0tab in the ribbon.<\/li>\t<li>Select\u00a0<strong>Create New application<\/strong>\u00a0and select\u00a0<strong>Data<\/strong>,\u00a0<strong>Forms<\/strong>, and<strong>\u00a0Reports\u00a0<\/strong>then click<strong>\u00a0OK.<\/strong><\/li>\t<li><strong>Check out<\/strong>\u00a0and then select\u00a0<strong>Edit<\/strong>\u00a0on the\u00a0<strong>New Equipment Request<\/strong>\u00a0View.<\/li>\t<li>Select the<strong>\u00a0Requested Equipment Text box\u00a0<\/strong>and use the<strong>\u00a0Change control\u00a0<\/strong>button to change the control to a<strong>\u00a0Drop-Down List.<\/strong><\/li>\t<li>In the\u00a0<strong>Properties<\/strong>\u00a0menu of the\u00a0<strong>Requested Equipment Drop-Down<\/strong>\u00a0<strong>List<\/strong>\u00a0select the\u00a0<strong>ellipses<\/strong>\u00a0next to the\u00a0<strong>Type<\/strong>\u00a0under the\u00a0<strong>Data Source<\/strong>.<strong><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-01.png\" width=\"790\" \/><\/strong><\/li>\t<li>Select the\u00a0<strong>ellipses<\/strong>\u00a0next to the\u00a0<strong>SmartObject<\/strong>\u00a0option, and select the\u00a0<strong>Equipment List<\/strong>\u00a0SmartObject under the\u00a0<strong>SharePoint 2013<\/strong>\u00a0folder.<\/li>\t<li>Change the\u00a0<strong>Value<\/strong>\u00a0to\u00a0<strong>ID<\/strong>\u00a0and the\u00a0<strong>Display<\/strong>\u00a0to\u00a0<strong>Title<\/strong>\u00a0and then select\u00a0<strong>OK<\/strong>.<br \/><br \/><strong><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-02.png\" width=\"421\" \/><\/strong><\/li>\t<li>Select the\u00a0<strong>Rules<\/strong>\u00a0tab and select\u00a0<strong>Add Rule<\/strong>. In the\u00a0<strong>Events<\/strong>\u00a0tab choose\u00a0<strong>Changed<\/strong>\u00a0from the selection of the Event.<\/li>\t<li>Add a rule to\u00a0<strong>Set a control\u2019s properties<\/strong>. Select the\u00a0<strong>Request Cost Text Box<\/strong>\u00a0and then click\u00a0<strong>configure<\/strong>.<\/li>\t<li>Expand the\u00a0<strong>Controls<\/strong>\u00a0and then the\u00a0<strong>Requested Equipment Drop-Down<\/strong>\u00a0and from the\u00a0<strong>Equipment<\/strong>\u00a0<strong>List<\/strong>\u00a0SmartObject drag the\u00a0<strong>Equipment List.Price<\/strong>\u00a0field onto the\u00a0<strong>Text<\/strong>\u00a0destination. Select\u00a0<strong>OK<\/strong>\u00a0and\u00a0<strong>OK<\/strong>\u00a0again to close.<br \/><strong><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-03.png\" width=\"888\" \/><\/strong><\/li>\t<li>Select the\u00a0<strong>Request Cost<\/strong>\u00a0field, and check the\u00a0<strong>Read-Only<\/strong>\u00a0option.<\/li>\t<li>Select the\u00a0<strong>Status<\/strong>\u00a0field and check the\u00a0<strong>Read-Only<\/strong>\u00a0option.<\/li>\t<li>Select the\u00a0<strong>Department Text Box<\/strong>\u00a0and use the\u00a0<strong>Change Control\u00a0<\/strong>button to change the control to a\u00a0<strong>Drop-Down List<\/strong>.<\/li>\t<li>In the\u00a0<strong>Properties<\/strong>\u00a0menu of the\u00a0<strong>Department Drop-Down<\/strong>\u00a0List select the\u00a0<strong>ellipses<\/strong>\u00a0next to the\u00a0<strong>Type<\/strong>\u00a0under the\u00a0<strong>Data Source.<\/strong><\/li>\t<li>Select the\u00a0<strong>ellipses<\/strong>\u00a0next to the SmartObject option, and select the\u00a0<strong>Equipment Approval<\/strong>\u00a0SmartObject under the\u00a0<strong>SharePoint 2013<\/strong>\u00a0folder.<\/li>\t<li>Change the\u00a0<strong>Value<\/strong>\u00a0to\u00a0<strong>ID<\/strong>\u00a0and the\u00a0<strong>Display<\/strong>\u00a0to\u00a0<strong>Department<\/strong>\u00a0and then select\u00a0<strong>OK<\/strong>.<\/li>\t<li>Select\u00a0<strong>Finish<\/strong>\u00a0to save your changes and return to the Application elements page.<\/li>\t<li><strong>Check out<\/strong>\u00a0the\u00a0<strong>Edit Equipment Request<\/strong>\u00a0View and repeat steps 6-19.<br \/><strong><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-04.png\" width=\"578\" \/><\/strong><\/li><\/ol><p>In the following section choose one of three walkthroughs to design a workflow to route your request for approval. Here are the avalible workflow walkthroughs:<\/p><ul><li>\t<h3 id=\"toc-hId--197317103\">Approval Routing \u2013 Basic User Task Assignment<\/h3>\t<\/li>\t<li>\t<h3 id=\"toc-hId-1545493232\">Approval Routing \u2013 AAD Manager\u2019s Manager Lookup<\/h3>\t<\/li>\t<li>\t<h3 id=\"toc-hId--1006663729\">Approval Routing \u2013 SharePoint List<br \/>\t\u00a0<\/h3>\t<\/li><\/ul><h3 id=\"toc-hId-736146606\">Approval Routing \u2013 Basic User Task Assignment<\/h3><p>Some workflows may require generic routing. For these kind of approval a user, user\u2019s manager or SharePoint group can be used to assign a user task.<\/p><ol><li>Select\u00a0<strong>Workflow<\/strong>\u00a0from the\u00a0<strong>New<\/strong>\u00a0drop-down menu on the\u00a0<strong>Equipment Request Application<\/strong>\u00a0elements page.<\/li>\t<li>Name the Workflow\u00a0<strong>Equipment Request Workflow<\/strong>\u00a0and choose\u00a0<strong>When a SmartForm is submitted<\/strong>\u00a0as the start option and then select\u00a0<strong>OK<\/strong>.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-05.png\" width=\"697\" \/><\/li>\t<li>From the top ribbon, select List Items in the category drop-down and drag a\u00a0<strong>Update List Item\u00a0<\/strong>step onto the\u00a0<strong>Start\u00a0<\/strong>step of the workflow.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-13.png\" width=\"386\" \/><\/li>\t<li>Select the\u00a0<strong>Equipment Request<\/strong>\u00a0from the\u00a0<strong>List Item<\/strong>\u00a0drop-down and then click\u00a0<strong>Next<\/strong>.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-14.png\" width=\"521\" \/><\/li>\t<li>Type\u00a0<em>Submitted<\/em>\u00a0into the\u00a0<strong>Status<\/strong>\u00a0value and then click\u00a0<strong>Finish<\/strong>.<\/li>\t<li>Click the\u00a0<strong>Update List Item<\/strong>\u00a0text and rename the step\u00a0<em>Status Submitted<\/em>.<\/li>\t<li>Select the\u00a0<strong>Workflow Step Outcomes<\/strong>.\u00a0<strong>Add<\/strong>\u00a0an outcome and name it\u00a0<em>continue<\/em>\u00a0and then click\u00a0<strong>OK<\/strong>.<\/li>\t<li>From the top ribbon, select the\u00a0<strong>General<\/strong>\u00a0category and drag a\u00a0<strong>User Task<\/strong>\u00a0onto the\u00a0<strong>continue\u00a0<\/strong>step of the workflow.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-06.png\" width=\"390\" \/><\/li>\t<li>Name the task\u00a0<em>Manager Approval<\/em>\u00a0with the instructions\u00a0<em>Please review the equipment request<\/em>. For the actions type\u00a0<em>Approve<\/em>,\u00a0<em>Reject<\/em>\u00a0and\u00a0<em>Query<\/em>. Then click\u00a0<strong>Next<\/strong>. Click\u00a0<strong>Next<\/strong>\u00a0again to assign the\u00a0<strong>Participants<\/strong>.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-07.png\" \/><\/li>\t<li>Here the user has the following options:<br \/>\tDrag the\u00a0<strong>Manager<\/strong>\u00a0from the\u00a0<strong>Search<\/strong>\u00a0pane into the task group.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-08.png\" \/><br \/>\tUse the\u00a0<strong>People Search<\/strong>\u00a0to find a specified user.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-09.png\" \/><br \/>\tUse the\u00a0<strong>Group Search<\/strong>\u00a0to assign the task to a group.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-10.png\" \/><\/li>\t<li>Select an option and then select\u00a0<strong>Notify<\/strong>\u00a0and\u00a0<strong>Next<\/strong>, then\u00a0<strong>Finish<\/strong>. Notice that the three actions have generated outcomes.<\/li>\t<li>Select the\u00a0<strong>outcomes<\/strong>\u00a0option on the user task. Select\u00a0<strong>approve<\/strong>\u00a0and click\u00a0<strong>Edit<\/strong>. Here the outcome rules can be configured for One or multiple approvers before moving to the next step. The status will be updated in the next steps to create values that SharePoint views can filter on in order to sort requests.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-11.png\" \/><br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-12.png\" width=\"590\" \/><\/li>\t<li>Change the\u00a0<strong>Category<\/strong>\u00a0drop-down to\u00a0<strong>List Items<\/strong>\u00a0and add a step to\u00a0<strong>Update List Item<\/strong>\u00a0to the\u00a0<strong>Approve<\/strong>\u00a0outcome.<\/li>\t<li>Select the\u00a0<strong>Equipment Request<\/strong>\u00a0from the\u00a0<strong>List Item<\/strong>\u00a0drop-down and then click\u00a0<strong>Next<\/strong>.<\/li>\t<li>Change the status to\u00a0<em>Manager Approved<\/em>\u00a0and click\u00a0<strong>Finish<\/strong>.<\/li>\t<li>Change the step name to\u00a0<em>Status Manager Approved<\/em>.<\/li>\t<li>Add a\u00a0<strong>Workflow Step Outcome<\/strong>\u00a0and call it\u00a0<em>continue<\/em>.<\/li>\t<li>Repeat steps 13-17 for the\u00a0<strong>Reject<\/strong>\u00a0and\u00a0<strong>Query<\/strong>\u00a0steps with the status of\u00a0<em>Manager Rejected<\/em>\u00a0and\u00a0<em>Manager Queried<\/em>.<\/li>\t<li>In the\u00a0<strong>General<\/strong>\u00a0tab add a\u00a0<strong>Send E-mail<\/strong>\u00a0step the\u00a0<strong>continue<\/strong>\u00a0outcome of the\u00a0<strong>Manager Approval<\/strong>\u00a0step.<\/li>\t<li>In the\u00a0<strong>Context Browser<\/strong>\u00a0expand the\u00a0<strong>workflow Context<\/strong>\u00a0and add the\u00a0<strong>Originator E-mail<\/strong>\u00a0to the\u00a0<strong>To:<\/strong>\u00a0line.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-17.png\" width=\"862\" \/><\/li>\t<li>In the subject line type\u00a0<em>Equipment Request Approved<\/em>.<\/li>\t<li>Configure an approval email. Use the\u00a0<strong>Equipment Request<\/strong>\u00a0under the\u00a0<strong>Item References<\/strong>\u00a0to drag field values into the body of the message. Here is an example:<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-18.png\" width=\"893\" \/><\/li>\t<li>Rename the step\u00a0<em>Approval Email<\/em>.<\/li>\t<li>Repeat steps 19-23 for the\u00a0<strong>Status Manager Reject<\/strong>\u00a0Step and name the step\u00a0<em>Reject Email<\/em>.<\/li>\t<li>Drag a\u00a0<strong>User Task (SmartForms)<\/strong>\u00a0step onto the\u00a0<strong>continue<\/strong>\u00a0outcome of the\u00a0<strong>Status Manager Query<\/strong>\u00a0step.<\/li>\t<li>Name the step\u00a0<em>Query Request<\/em>\u00a0with the instructions\u00a0<em>Please update your Equipment Request<\/em>. For the outcomes type\u00a0<em>Cancel Request\u00a0<\/em>and<em>\u00a0Resubmit\u00a0<\/em>then click\u00a0<strong>Next\u00a0<\/strong>and<strong>\u00a0Next\u00a0<\/strong>again<em>.<\/em><\/li>\t<li>Drag the\u00a0<strong>Originator<\/strong>\u00a0onto the\u00a0<strong>Task Group<\/strong>\u00a0and select the\u00a0<strong>Notify\u00a0<\/strong>Participants when they receive a work item option and then click\u00a0<strong>Next\u00a0<\/strong>and then<strong>\u00a0Finish<\/strong>.<\/li>\t<li>Select\u00a0<strong>List Items<\/strong>\u00a0from the category drop down and drag an\u00a0<strong>Update List Item<\/strong>\u00a0step onto the\u00a0<strong>Cancel Request<\/strong>\u00a0outcome. Select the\u00a0<strong>Equipment Request List Item<\/strong>\u00a0and click\u00a0<strong>Next<\/strong>.<\/li>\t<li>In the Status filed type\u00a0<strong>Cancelled<\/strong>\u00a0for the value and then click\u00a0<strong>Finish<\/strong>.<\/li>\t<li>Change the Step name to\u00a0<strong>Status Cancelled<\/strong>.<\/li>\t<li>Repeat steps 28-30 for the\u00a0<strong>Resubmit<\/strong>\u00a0outcome with the status of\u00a0<strong>Resubmitted<\/strong>\u00a0and name it\u00a0<strong>Status Resubmitted<\/strong>.<\/li>\t<li>Add a\u00a0<strong>Workflow Step Outcome<\/strong>\u00a0to the\u00a0<strong>Status Resubmitted<\/strong>\u00a0step.<\/li>\t<li>Name the step\u00a0<em>Reassign<\/em>\u00a0and change the\u00a0<strong>Linked To<\/strong>\u00a0value to\u00a0<strong>Status Manager Queried.<\/strong><br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-19.png\" width=\"565\" \/><\/li>\t<li>Publish and test your workflow.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-20.png\" width=\"697\" \/><br \/>\t\u00a0<\/li><\/ol><h3 id=\"toc-hId--1816010355\">Approval Routing \u2013 AAD Manager\u2019s Manager Lookup<\/h3><p>In a scenario where Azure Active Directory is used for organizational hierarchy, in a multi-step approval process it necessary to route items to multiple user\u2019s managers. In this workflow, we\u2019ll use references to correctly route an approval through multiple users.<\/p><ol><li>Select\u00a0<strong>Workflow<\/strong>\u00a0from the\u00a0<strong>New<\/strong>\u00a0drop-down menu on the\u00a0<strong>Equipment Request\u00a0<\/strong>Application elements page.<\/li>\t<li>Name the Workflow\u00a0<strong>Equipment Request Workflow<\/strong>\u00a0and choose\u00a0<strong>When a SmartForm is submitted<\/strong>\u00a0as the start option and then select\u00a0<strong>OK<\/strong>.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-05.png\" width=\"690\" \/><\/li>\t<li>From the top ribbon, select\u00a0<strong>List Items<\/strong>\u00a0in the category drop-down and drag an\u00a0<strong>Update List Item\u00a0<\/strong>step onto the\u00a0<strong>Start\u00a0<\/strong>step of the workflow.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-13.png\" width=\"362\" \/><\/li>\t<li>Type\u00a0<em>Submitted<\/em>\u00a0into the\u00a0<strong>Status<\/strong>\u00a0value and then click\u00a0<strong>Finish<\/strong>.<\/li>\t<li>Click the\u00a0<strong>Update List Item<\/strong>\u00a0text and rename the step\u00a0<em>Status Submitted<\/em>.<\/li>\t<li>Select the\u00a0<strong>Equipment Request<\/strong>\u00a0from the<strong>\u00a0List Item<\/strong>\u00a0drop-down and then click\u00a0<strong>Next<\/strong>.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-14.png\" width=\"583\" \/><\/li>\t<li>In the\u00a0<strong>Status<\/strong>\u00a0field type\u00a0<em>Submitted\u00a0<\/em>and then click\u00a0<strong>Finish<\/strong>.<\/li>\t<li>Select the\u00a0<strong>Workflow Step Outcomes\u00a0<\/strong>by hovering over the right corner of the object.\u00a0<strong>Add<\/strong>\u00a0an outcome and name it\u00a0<em>continue<\/em>\u00a0and then click\u00a0<strong>OK<\/strong>.<\/li>\t<li>Change the category to\u00a0<strong>Azure Active Directory<\/strong>\u00a0and drag a\u00a0<strong>Get Manager Reference<\/strong>\u00a0step onto the\u00a0<strong>continue<\/strong>\u00a0outcome of the workflow. \u00a0<\/li>\t<li>Expand the\u00a0<strong>Item References<\/strong>\u00a0and then the\u00a0<strong>Equipment Request<\/strong>\u00a0to the\u00a0<strong>Opened by<\/strong>\u00a0group. Add the\u00a0<strong>Opened by (Email)<\/strong>\u00a0to the\u00a0<strong>Username<\/strong>\u00a0and in the\u00a0<strong>Directory<\/strong>\u00a0select the correct directory then click\u00a0<strong>OK<\/strong>.\u00a0<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-27.png\" width=\"706\" \/><\/li>\t<li>Rename the step Manager Reference.<\/li>\t<li>Select the\u00a0<strong>Workflow Step Outcomes<\/strong>.\u00a0<strong>Add<\/strong>\u00a0an outcome and name it\u00a0<em>continue<\/em>\u00a0and then click\u00a0<strong>OK<\/strong>.<\/li>\t<li>From the top ribbon, select the\u00a0<strong>General<\/strong>\u00a0category and drag a\u00a0<strong>User Task (SmartForms)\u00a0<\/strong>step onto the\u00a0<strong>continue\u00a0<\/strong>outcome of the workflow.<\/li>\t<li>Name the task\u00a0<em>Manager Approval<\/em>\u00a0with the instructions\u00a0<em>Please review the equipment request<\/em>. For the actions type\u00a0<em>Approve<\/em>,\u00a0<em>Reject<\/em>\u00a0and\u00a0<em>Query<\/em>. Then click\u00a0<strong>Next<\/strong>. Click\u00a0<strong>Next<\/strong>\u00a0again to assign the\u00a0<strong>Participants<\/strong>. (IMG_07)<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-07.png\" \/><\/li>\t<li>In the\u00a0<strong>Context Browser<\/strong>\u00a0expand the\u00a0<strong>Item References<\/strong>\u00a0and then the\u00a0<strong>AAD Manager\u00a0<\/strong>and then add the\u00a0<strong>Mail<\/strong>\u00a0field to the task group. In the\u00a0<strong>Mail<\/strong>\u00a0window leave the\u00a0<strong>List Options<\/strong>\u00a0as\u00a0<strong>Return all items<\/strong>\u00a0and select\u00a0<strong>OK<\/strong>.<\/li>\t<li>Select an option and then select\u00a0<strong>Notify<\/strong>\u00a0and\u00a0<strong>Next<\/strong>, then\u00a0<strong>Finish<\/strong>. Notice that the three actions have generated outcomes.<\/li>\t<li>Select the\u00a0<strong>outcomes<\/strong>\u00a0option on the user task. Select\u00a0<strong>approve<\/strong>\u00a0and click\u00a0<strong>Edit<\/strong>. Here the outcome rules can be configured for One or multiple approvers before moving to the next step. The status will be updated in the next steps to create values that SharePoint views can filter on in order to sort requests. Close this window by selecting\u00a0<strong>Cancel<\/strong>.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-11.png\" \/><br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-12.png\" \/><\/li>\t<li>Change the category drop-down to\u00a0<strong>List Items<\/strong>\u00a0and add a step to\u00a0<strong>Update List Item<\/strong>\u00a0to the\u00a0<strong>Approve<\/strong>\u00a0outcome.<\/li>\t<li>Select the\u00a0<strong>Equipment Request<\/strong>\u00a0from the\u00a0<strong>List Item<\/strong>\u00a0drop-down and then click\u00a0<strong>Next<\/strong>.<\/li>\t<li>Change the\u00a0<strong>Status\u00a0<\/strong>to\u00a0<em>Manager Approved<\/em>\u00a0and click\u00a0<strong>Finish<\/strong>.<\/li>\t<li>Change the step name to\u00a0<em>Status Manager Approved<\/em>.<\/li>\t<li>Add a\u00a0<strong>Workflow Step Outcome<\/strong>\u00a0to the step and call it\u00a0<em>continue<\/em>.<\/li>\t<li>Repeat steps 18-22 for the\u00a0<strong>Reject<\/strong>\u00a0and\u00a0<strong>Query<\/strong>\u00a0steps with the status of\u00a0<em>Manager Rejected<\/em>\u00a0and\u00a0<em>Manager Queried<\/em>. Here\u2019s what your workflow should look like:<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-16.png\" width=\"606\" \/><\/li>\t<li>In the General tab add a\u00a0<strong>Send E-mail<\/strong>\u00a0step the\u00a0<strong>Reject<\/strong>\u00a0outcome.<\/li>\t<li>In the\u00a0<strong>Context Browser<\/strong>\u00a0expand the\u00a0<strong>workflow Context<\/strong>\u00a0and add the\u00a0<strong>Originator E-mail<\/strong>\u00a0to the\u00a0<strong>To:<\/strong>\u00a0line.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-17.png\" width=\"851\" \/><\/li>\t<li>In the subject line type\u00a0<em>Equipment Request Rejected<\/em>.<\/li>\t<li>Configure an reject email. Use the\u00a0<strong>Equipment Request<\/strong>\u00a0under the\u00a0<strong>Item References<\/strong>\u00a0to drag field values into the body of the message.<\/li>\t<li>Rename the step\u00a0<em>Reject Email<\/em>.<\/li>\t<li>Select the\u00a0<strong>Azure Active Directory<\/strong>\u00a0option in the category drop-down and add a\u00a0<strong>Get Manager Reference<\/strong>\u00a0step to the workflow on the\u00a0<strong>Status Manager Approved<\/strong>\u00a0step outcome.<\/li>\t<li>In the\u00a0<strong>Specify Users<\/strong>\u00a0step, select the\u00a0<strong>User Reference<\/strong>\u00a0drop-down select the\u00a0<strong>AAD manager<\/strong>\u00a0reference and change the\u00a0<strong>Reference Name<\/strong>\u00a0to\u00a0<em>AAD Managers Manager<\/em>.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-21.png\" width=\"576\" \/><\/li>\t<li>Rename the step\u00a0<em>Managers Manager Reference<\/em>.<\/li>\t<li>On the\u00a0<strong>Managers Manager Reference<\/strong>\u00a0step add a\u00a0<strong>Workflow Step Outcome<\/strong>\u00a0and call it\u00a0<strong>continue<\/strong>\u00a0and select\u00a0<strong>OK<\/strong>.<\/li>\t<li>Select the\u00a0<strong>General<\/strong>\u00a0option in the category drop-down and add a new\u00a0<strong>User Task (smartForms)<\/strong>\u00a0to the outcome.<\/li>\t<li>Name the\u00a0<strong>User Task<\/strong>\u00a0<em>Second Manager Approval<\/em>\u00a0with the instructions\u00a0<em>Please review the Equipment Request<\/em>, and add outcomes for\u00a0<em>Approve<\/em>,\u00a0<em>Reject<\/em>\u00a0and\u00a0<em>Query<\/em>\u00a0and then select\u00a0<strong>Next\u00a0<\/strong>until the<strong>\u00a0Participants\u00a0<\/strong>pane.<\/li>\t<li>In the\u00a0<strong>Item References<\/strong>\u00a0Expand the\u00a0<strong>AAD Managers Manager<\/strong>\u00a0and add the\u00a0<strong>Mail<\/strong>\u00a0field to\u00a0<strong>the Task Group<\/strong>. Select\u00a0<strong>Notify Participants<\/strong>\u00a0and then click\u00a0<strong>Next<\/strong>\u00a0and then\u00a0<strong>Finish<\/strong>.<\/li>\t<li>Change the\u00a0<strong>Category<\/strong>\u00a0drop-down to\u00a0<strong>List Items<\/strong>\u00a0and add a step to\u00a0<strong>Update List Item<\/strong>\u00a0to the\u00a0<strong>Approve<\/strong>\u00a0outcome.<\/li>\t<li>Select the\u00a0<strong>Equipment Request<\/strong>\u00a0from the\u00a0<strong>List Item<\/strong>\u00a0drop-down and then click\u00a0<strong>Next<\/strong>.<\/li>\t<li>Change the status to\u00a0<em>Final Approval<\/em>\u00a0and click\u00a0<strong>Finish<\/strong>.<\/li>\t<li>Change the step name to\u00a0<em>Status Final Approved.<\/em><\/li>\t<li>Repeat steps 36-39 for the\u00a0<strong>Reject<\/strong>\u00a0and\u00a0<strong>Query<\/strong>\u00a0steps with the status of\u00a0<em>Second<\/em>\u00a0<em>Manager Rejected<\/em>\u00a0and\u00a0<em>Second<\/em>\u00a0<em>Manager Queried<\/em>.<\/li>\t<li>Add a\u00a0<em>continue<\/em>\u00a0outcome for the\u00a0<strong>Status Final Approval<\/strong>\u00a0and\u00a0<strong>Status Second Manager Reject<\/strong>\u00a0steps.<\/li>\t<li>In the\u00a0<strong>General<\/strong>\u00a0tab add a\u00a0<strong>Send E-mail<\/strong>\u00a0step to the\u00a0<strong>continue<\/strong>\u00a0outcome for the\u00a0<strong>Status Final Approval<\/strong>\u00a0step.<\/li>\t<li>In the\u00a0<strong>Context Browser<\/strong>\u00a0expand the\u00a0<strong>workflow Context<\/strong>\u00a0and add the\u00a0<strong>Originator E-mail<\/strong>\u00a0to the\u00a0<strong>To:<\/strong>\u00a0line.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-17.png\" \/><\/li>\t<li>In the subject line type\u00a0<em>Equipment Request Approved<\/em>.<\/li>\t<li>Configure an approval email. Use the\u00a0<strong>Equipment Request<\/strong>\u00a0under the\u00a0<strong>Item References<\/strong>\u00a0to drag field values into the body of the message. Here is an example:<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-18.png\" width=\"848\" \/><\/li>\t<li>Rename the step\u00a0<em>Approval Email<\/em>.<\/li>\t<li>Repeat steps 42-46 for the\u00a0<strong>Status Second Manager Reject<\/strong>\u00a0Step and name the step\u00a0<em>Reject Email 2<\/em>.<\/li>\t<li>Add a\u00a0<strong>Workflow Outcome<\/strong>\u00a0to the\u00a0<strong>Status Second Manager Query<\/strong>\u00a0step. Name it\u00a0<em>continue<\/em>\u00a0and change the\u00a0<strong>Linked To<\/strong>\u00a0value to\u00a0<strong>Manager Approval<\/strong>. This will redirect the step to the first manager.<\/li>\t<li>Drag a\u00a0<strong>User Task (SmartForms)<\/strong>\u00a0step onto the\u00a0<strong>continue<\/strong>\u00a0outcome of the\u00a0<strong>Status Manager Query<\/strong>\u00a0step.<\/li>\t<li>Name the step\u00a0<em>Query Request<\/em>\u00a0with the instructions\u00a0<em>Please update your Equipment Request<\/em>. For the outcomes type\u00a0<em>Cancel Request\u00a0<\/em>and<em>\u00a0Resubmit\u00a0<\/em>then click\u00a0<strong>Next\u00a0<\/strong>and<strong>\u00a0Next\u00a0<\/strong>again<em>.<\/em><\/li>\t<li>Drag the\u00a0<strong>Originator<\/strong>\u00a0onto the\u00a0<strong>Task Group<\/strong>\u00a0and select the\u00a0<strong>Notify\u00a0<\/strong>Participants when they receive a work item option and then click\u00a0<strong>Next\u00a0<\/strong>and then<strong>\u00a0Finish<\/strong>.<\/li>\t<li>Select\u00a0<strong>List Items<\/strong>\u00a0from the category drop-down and drag an\u00a0<strong>Update List Item<\/strong>\u00a0step onto the\u00a0<strong>Cancel Request<\/strong>\u00a0outcome. Select the\u00a0<strong>Equipment Request List Item<\/strong>\u00a0and click\u00a0<strong>Next<\/strong>.<\/li>\t<li>In the Status filed type\u00a0<strong>Cancelled<\/strong>\u00a0for the value and then click\u00a0<strong>Finish<\/strong>.<\/li>\t<li>Change the Step name to\u00a0<strong>Status Cancelled<\/strong>.<\/li>\t<li>Repeat steps 52-54 for the\u00a0<strong>Resubmit<\/strong>\u00a0outcome with the status of\u00a0<strong>Resubmitted<\/strong>\u00a0and name it\u00a0<strong>Status Resubmitted<\/strong>.<\/li>\t<li>Add a\u00a0<strong>Workflow Step Outcome<\/strong>\u00a0to the\u00a0<strong>Status Resubmitted<\/strong>\u00a0step.<\/li>\t<li>Name the step\u00a0<em>Reassign<\/em>\u00a0and change the\u00a0<strong>Linked To<\/strong>\u00a0value to\u00a0<strong>Manager Approval.<\/strong><\/li>\t<li>Publish and test your workflow.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-22.png\" width=\"873\" \/><br \/>\t\u00a0<\/li><\/ol><h3 id=\"toc-hId--73200020\">Approval Routing \u2013 SharePoint List<\/h3><p>In a scenario Azure Active Directory may not have the most current approval information based on user\u2019s managers, or a specific route may need to be taken depending on the users department. In this workflow, we\u2019ll use a SharePoint list to route an approval through multiple users based on the department selected.<\/p><ol><li>Select\u00a0<strong>Workflow<\/strong>\u00a0from the\u00a0<strong>New<\/strong>\u00a0drop-down menu on the\u00a0<strong>Equipment Request Application<\/strong>\u00a0elements page.<\/li>\t<li>Name the Workflow\u00a0<strong>Equipment Request Workflow<\/strong>\u00a0and choose\u00a0<strong>When a SmartForm is submitted<\/strong>\u00a0as the start option and then select\u00a0<strong>OK<\/strong>.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-05.png\" width=\"697\" \/><\/li>\t<li>From the top ribbon, select\u00a0<strong>List Items<\/strong>\u00a0in the category drop-down and drag an\u00a0<strong>Update List Item\u00a0<\/strong>step onto the\u00a0<strong>Start\u00a0<\/strong>step of the workflow.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-13.png\" width=\"356\" \/><\/li>\t<li>Type\u00a0<em>Submitted<\/em>\u00a0into the\u00a0<strong>Status<\/strong>\u00a0value and then click\u00a0<strong>Finish<\/strong>.<\/li>\t<li>Click the\u00a0<strong>Update List Item<\/strong>\u00a0text and rename the step\u00a0<em>Status Submitted<\/em>.<\/li>\t<li>Select the\u00a0<strong>Workflow Step Outcomes\u00a0<\/strong>by hovering over the right corner of the object.\u00a0<strong>Add<\/strong>\u00a0an outcome and name it\u00a0<em>continue<\/em>\u00a0and then click\u00a0<strong>OK<\/strong>.<\/li>\t<li>Change the Category to\u00a0<strong>List Items<\/strong>\u00a0and drag a\u00a0<strong>Get List Reference<\/strong>\u00a0step onto the\u00a0<strong>continue<\/strong>\u00a0outcome of the workflow. \u00a0<\/li>\t<li>Choose the correct\u00a0<strong>Site Collection<\/strong>\u00a0from the drop-down and navigate to the<strong>\u00a0Equipment Approval<\/strong>\u00a0List and then select\u00a0<strong>Next<\/strong>.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-23.png\" width=\"542\" \/><\/li>\t<li>In the next screen expand the\u00a0<strong>Inline Functions<\/strong>\u00a0and the\u00a0<strong>Conversion<\/strong>\u00a0group. Add a\u00a0<strong>To Integer<\/strong>\u00a0conversion to the\u00a0<strong>ID<\/strong>\u00a0field. In a second screen, expand the\u00a0<strong>Item References<\/strong>\u00a0then\u00a0<strong>Equipment Request<\/strong>\u00a0and add the\u00a0<strong>Department<\/strong>\u00a0to the\u00a0<strong>Value<\/strong>. This will take the Department field in the form and recognize it as a number to be used in the lookup.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-24.png\" width=\"821\" \/><\/li>\t<li>Select the\u00a0<strong>Workflow Step Outcomes<\/strong>.\u00a0<strong>Add<\/strong>\u00a0an outcome and name it\u00a0<em>continue<\/em>\u00a0and then click\u00a0<strong>OK<\/strong>.<\/li>\t<li>From the top ribbon, select the\u00a0<strong>General<\/strong>\u00a0category and drag a\u00a0<strong>User Task (SmartForms)\u00a0<\/strong>step onto the\u00a0<strong>continue\u00a0<\/strong>outcome of the workflow.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-06.png\" width=\"410\" \/><\/li>\t<li>Name the task\u00a0<em>Manager Approval<\/em>\u00a0with the instructions\u00a0<em>Please review the equipment request<\/em>. For the actions type\u00a0<em>Approve<\/em>,\u00a0<em>Reject<\/em>\u00a0and\u00a0<em>Query<\/em>. Then click\u00a0<strong>Next<\/strong>. Click\u00a0<strong>Next<\/strong>\u00a0again to assign the Participants.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-07.png\" width=\"399\" \/><\/li>\t<li>In the\u00a0<strong>Context Browser<\/strong>\u00a0expand the\u00a0<strong>Item References<\/strong>\u00a0and then the\u00a0<strong>Equipment Approval\u00a0<\/strong>and then add the\u00a0<strong>Email<\/strong>\u00a0field of the First Approver to the task group.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-25.png\" width=\"610\" \/><\/li>\t<li>Select an option and then select\u00a0<strong>Notify<\/strong>\u00a0and\u00a0<strong>Next<\/strong>, then\u00a0<strong>Finish<\/strong>. Notice that the three actions have generated outcomes.<\/li>\t<li>Select the\u00a0<strong>outcomes<\/strong>\u00a0option on the user task. Select\u00a0<strong>approve<\/strong>\u00a0and click\u00a0<strong>Edit<\/strong>. Here the outcome rules can be configured for One or multiple approvers before moving to the next step. The status will be updated in the next steps to create values that SharePoint views can filter on in order to sort requests. Close this window by selecting\u00a0<strong>Cancel<\/strong>.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-11.png\" \/><br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-12.png\" \/><\/li>\t<li>Change the\u00a0<strong>Category<\/strong>\u00a0drop-down to\u00a0<strong>List Items<\/strong>\u00a0and add a step to\u00a0<strong>Update List Item<\/strong>\u00a0to the\u00a0<strong>Approve<\/strong>\u00a0outcome.<\/li>\t<li>Select the\u00a0<strong>Equipment Request<\/strong>\u00a0from the\u00a0<strong>List Item<\/strong>\u00a0drop-down and then click\u00a0<strong>Next<\/strong>.<\/li>\t<li>Change the\u00a0<strong>Status\u00a0<\/strong>to\u00a0<em>Manager Approved<\/em>\u00a0and click\u00a0<strong>Finish<\/strong>.<\/li>\t<li>Change the step name to\u00a0<em>Status Manager Approved<\/em>.<\/li>\t<li>Add a\u00a0<strong>Workflow Step Outcome<\/strong>\u00a0to the step and call it\u00a0<em>continue<\/em>.<\/li>\t<li>Repeat steps 16-20 for the\u00a0<strong>Reject<\/strong>\u00a0and\u00a0<strong>Query<\/strong>\u00a0steps with the status of\u00a0<em>Manager Rejected<\/em>\u00a0and\u00a0<em>Manager Queried<\/em>.<\/li>\t<li>In the\u00a0<strong>General<\/strong>\u00a0tab add a<strong>\u00a0Send E-mail<\/strong>\u00a0step the\u00a0<strong>Reject<\/strong>\u00a0outcome.<\/li>\t<li>In the\u00a0<strong>Context Browser<\/strong>\u00a0expand the\u00a0<strong>workflow Context<\/strong>\u00a0and add the\u00a0<strong>Originator E-mail<\/strong>\u00a0to the\u00a0<strong>To:<\/strong>\u00a0line.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-17.png\" width=\"688\" \/><\/li>\t<li>In the subject line type\u00a0<em>Equipment Request Rejected<\/em>.<\/li>\t<li>Configure an approval email. Use the\u00a0<strong>Equipment Request<\/strong>\u00a0under the\u00a0<strong>Item References<\/strong>\u00a0to drag field values into the body of the message.<\/li>\t<li>Rename the step\u00a0<em>Reject Email<\/em>.<\/li>\t<li>On the\u00a0<strong>Status Manager Approve<\/strong>\u00a0step add a\u00a0<strong>Workflow Step Outcome<\/strong>\u00a0and call it\u00a0<strong>continue<\/strong>\u00a0and select\u00a0<strong>OK<\/strong>.<\/li>\t<li>Select the\u00a0<strong>General<\/strong>\u00a0option in the category drop-down and add a new\u00a0<strong>User Task (smartForms)<\/strong>\u00a0to the outcome.<\/li>\t<li>Name the User Task\u00a0<em>Second Manager Approval<\/em>\u00a0with the Instructions\u00a0<em>Please review the Equipment Request<\/em>, and add outcomes for\u00a0<em>Approve<\/em>,\u00a0<em>Reject<\/em>\u00a0and\u00a0<em>Query<\/em>\u00a0and then select\u00a0<strong>Next\u00a0<\/strong>until the<strong>\u00a0Participants\u00a0<\/strong>pane.<\/li>\t<li>In the\u00a0<strong>Context Browser<\/strong>\u00a0expand the\u00a0<strong>Item References<\/strong>\u00a0and then the\u00a0<strong>Equipment Approval\u00a0<\/strong>and then add the\u00a0<strong>Email<\/strong>\u00a0field of the\u00a0<strong>Second Approver<\/strong>\u00a0to the task group.<\/li>\t<li>Select\u00a0<strong>Notify participants<\/strong>\u00a0and then click\u00a0<strong>Finish<\/strong>.<\/li>\t<li>Change the category drop-down to\u00a0<strong>List Items<\/strong>\u00a0and add a step to\u00a0<strong>Update List Item<\/strong>\u00a0to the\u00a0<strong>Approve<\/strong>\u00a0outcome.<\/li>\t<li>Select the\u00a0<strong>Equipment Request<\/strong>\u00a0from the\u00a0<strong>List Item<\/strong>\u00a0drop-down and then click\u00a0<strong>Next<\/strong>.<\/li>\t<li>Change the\u00a0<strong>Status<\/strong>\u00a0to\u00a0<em>Final Approval<\/em>\u00a0and click\u00a0<strong>Finish<\/strong>.<\/li>\t<li>Change the step name to\u00a0<em>Status Final Approved.<\/em><\/li>\t<li>Repeat steps 32-35 for the\u00a0<strong>Reject<\/strong>\u00a0and\u00a0<strong>Query<\/strong>\u00a0steps with the status of\u00a0<em>Second<\/em>\u00a0<em>Manager Rejected<\/em>\u00a0and\u00a0<em>Second<\/em>\u00a0<em>Manager Queried<\/em>.<\/li>\t<li>Add a continue outcome for the Status Final approval and Status Second Manager Reject steps.<\/li>\t<li>In the\u00a0<strong>General<\/strong>\u00a0tab add a\u00a0<strong>Send E-mail<\/strong>\u00a0step to the\u00a0<strong>continue<\/strong>\u00a0outcome for the\u00a0<strong>Status Final Approval<\/strong>\u00a0step.<\/li>\t<li>In the\u00a0<strong>Context Browser<\/strong>\u00a0expand the\u00a0<strong>workflow Context<\/strong>\u00a0and add the\u00a0<strong>Originator E-mail<\/strong>\u00a0to the\u00a0<strong>To:<\/strong>\u00a0line.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-17.png\" width=\"817\" \/><\/li>\t<li>In the subject line type\u00a0<em>Equipment Request Approved<\/em>.<\/li>\t<li>Configure an approval email. Use the\u00a0<strong>Equipment Request<\/strong>\u00a0under the\u00a0<strong>Item References<\/strong>\u00a0to drag field values into the body of the message.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-18.png\" width=\"830\" \/><\/li>\t<li>Rename the step\u00a0<em>Approval Email<\/em>.<\/li>\t<li>Repeat steps 38-42 for the\u00a0<strong>Status Second Manager Reject<\/strong>\u00a0Step and name the step\u00a0<em>Reject Email 2<\/em>.<\/li>\t<li>Add a\u00a0<strong>Workflow Outcome<\/strong>\u00a0to the\u00a0<strong>Status Second Manager Query<\/strong>\u00a0step. Name it\u00a0<em>continue<\/em>\u00a0and change the\u00a0<strong>Linked To<\/strong>\u00a0value to\u00a0<strong>Manager Approval<\/strong>. This will redirect the step to the first manager.<\/li>\t<li>Drag a\u00a0<strong>User Task (SmartForms)<\/strong>\u00a0step onto the\u00a0<strong>continue<\/strong>\u00a0outcome of the\u00a0<strong>Status Manager Query<\/strong>\u00a0step.<\/li>\t<li>Name the step\u00a0<em>Query Request<\/em>\u00a0with the instructions\u00a0<em>Please update your Equipment Request<\/em>. For the outcomes type\u00a0<em>Cancel Request\u00a0<\/em>and<em>\u00a0Resubmit\u00a0<\/em>then click\u00a0<strong>Next\u00a0<\/strong>and<strong>\u00a0Next\u00a0<\/strong>again<em>.<\/em><\/li>\t<li>Drag the\u00a0<strong>Originator<\/strong>\u00a0onto the\u00a0<strong>Task Group<\/strong>\u00a0and select the\u00a0<strong>Notify\u00a0<\/strong>Participants when they receive a work item option and then click\u00a0<strong>Next\u00a0<\/strong>and then<strong>\u00a0Finish<\/strong>.<\/li>\t<li>Select\u00a0<strong>List Items<\/strong>\u00a0from the category drop-down and drag an\u00a0<strong>Update List Item<\/strong>\u00a0step onto the\u00a0<strong>Cancel Request<\/strong>\u00a0outcome. Select the\u00a0<strong>Equipment Request List Item<\/strong>\u00a0and click\u00a0<strong>Next<\/strong>.<\/li>\t<li>In the Status filed type\u00a0<em>Cancelled\u00a0<\/em>for the value and then click\u00a0<strong>Finish<\/strong>.<\/li>\t<li>Change the Step name to\u00a0<em>Status Cancelled<\/em>.<\/li>\t<li>Repeat steps 48-50 for the\u00a0<strong>Resubmit<\/strong>\u00a0outcome with the status of\u00a0<strong>Resubmitted<\/strong>\u00a0and name it\u00a0<strong>Status Resubmitted<\/strong>.<\/li>\t<li>Add a\u00a0<strong>Workflow Step Outcome<\/strong>\u00a0to the\u00a0<strong>Status Resubmitted<\/strong>\u00a0step.<\/li>\t<li>Name the step\u00a0<em>Reassign<\/em>\u00a0and change the\u00a0<strong>Linked To<\/strong>\u00a0value to\u00a0<strong>Manager Approval.<\/strong><\/li>\t<li>Publish and test your workflow.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/108\/approvalrouting-26.png\" width=\"855\" \/><\/li><\/ol><p>\u00a0<\/p>","categoryName":"K2 blackpearl","categoryId":"38","contentType":"article","featuredImage":"","likes":0,"views":276,"votes":0,"replyCount":0,"publishedAt":"2022-12-13T14:33:05+01:00","lastActivityAt":"2022-12-13T14:34:06+01:00","lastContributor":{"id":"20513","username":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg"},"lastPostId":0,"author":{"id":"20513","username":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/k2-blackpearl-38","topicUrl":{"destination":"https:\/\/community.nintex.com\/k2-blackpearl-38\/how-to-working-with-sharepoint-lists-and-data-31459"},"id":"124","publicId":"31459","title":"How To: Working with SharePoint Lists and Data","content":"<p><strong>KB001721<\/strong><\/p><p>PRODUCT:\u00a0K2 blackpearl<\/p><h3 id=\"toc-hId--1130780837\" style=\"text-align:left;\"><span style=\"color:#333333;\"><span style=\"background-color:#ffffff;\">Use Cases<\/span><\/span><\/h3><p style=\"text-align:left;\"><span style=\"color:#333333;\"><span style=\"background-color:#ffffff;\">Many Forms will have a need for data, whether its giving the user default values and options, or storing entries. Here are a few ways lists and data interact with Forms:<\/span><\/span><\/p><ul><li>Populating drop down options.<\/li>\t<li>Cascading (filtering) options.<\/li>\t<li>Populating a default question set.<\/li>\t<li>Saving child data.<\/li>\t<li>Storing data sets that will grow large (more than 5,000 items).<\/li><\/ul><p style=\"text-align:left;\"><span style=\"color:#333333;\"><span style=\"background-color:#ffffff;\">This guide will explain how to implement each of these points. Note that you will need to install the\u00a0<strong>Event Scheduling\u00a0<\/strong>accelerator to follow along with this how-to. To find out more about using the accelerators in your solution, use this link:\u00a0<a href=\"http:\/\/help.k2.com\/onlinehelp\/k2appit\/UserGuide\/current\/default.htm#App_Templates\/App_Templates.htm\" rel=\"noopener nofollow noreferrer\" target=\"_blank\">http:\/\/help.k2.com\/onlinehelp\/k2appit\/UserGuide\/current\/default.htm#App_Templates\/App_Templates.htm<\/a><\/span><\/span><\/p><p style=\"text-align:left;\">\u00a0<\/p><h3 id=\"toc-hId-612029498\" style=\"text-align:left;\"><span style=\"color:#333333;\"><span style=\"background-color:#ffffff;\">Populating Drop Down Options<\/span><\/span><\/h3><p style=\"text-align:left;\"><span style=\"color:#333333;\"><span style=\"background-color:#ffffff;\">In the first steps of this how-to, we will create additional columns and modify an existing column. By moving the drop-down options to another list, we can more easily manage the entries available to our users, and create a list that can be edited to reflect current options if the data changes.<\/span><\/span><\/p><ol><li>For the\u00a0<strong>Event Scheduling<\/strong>\u00a0calendar we will be generating new fields for use. From the\u00a0<strong>CALENDAR<\/strong>\u00a0tab, select\u00a0<strong>List Settings<\/strong>\u00a0from the ribbon.<\/li>\t<li>Scroll down to the\u00a0<strong>Columns<\/strong>\u00a0section. Click the\u00a0<strong>Create column<\/strong>\u00a0link at the bottom of the section.<\/li>\t<li>Add a column called\u00a0<em>Event Type\u00a0<\/em>as the type\u00a0<strong>Single line of text\u00a0<\/strong>and Then click\u00a0<strong>OK<\/strong>.<\/li>\t<li>\u00a0Next we will change the\u00a0<strong>Category<\/strong>\u00a0from\u00a0<strong>Choice\u00a0<\/strong>to a\u00a0<strong>Single line of text<\/strong>. Click on the\u00a0<strong>Category<\/strong>\u00a0column, and in the options select\u00a0<strong>Single line of text<\/strong>\u00a0and then select\u00a0<strong>OK<\/strong>.<\/li>\t<li>Next we will need to create a list for the categories and event types. Navigate to the home tab, and\u00a0<strong>Add list, library or other apps<\/strong>\u00a0from the tile links.<\/li>\t<li>Select\u00a0<strong>Custom List<\/strong>, and name it\u00a0<em>Event Scheduling Types<\/em>.<\/li>\t<li>From the\u00a0<strong>List\u00a0<\/strong>tab, navigate to the\u00a0<strong>List Settings<\/strong>.<\/li>\t<li>Navigate to the\u00a0<strong>Advanced settings<\/strong>.<\/li>\t<li>Under the\u00a0<strong>Attachments<\/strong>\u00a0settings, switch the attachments option to\u00a0<strong>Disabled<\/strong>, and then select\u00a0<strong>OK<\/strong>\u00a0to save. For this list we will not need to use the attachments of the list.<\/li>\t<li>\u00a0Select the\u00a0<strong>Title<\/strong>\u00a0column, and change the\u00a0<strong>Column name<\/strong>\u00a0to\u00a0<em>Event Type<\/em>, and then select\u00a0<strong>OK<\/strong>.<\/li>\t<li>Select the\u00a0<strong>Create column<\/strong>\u00a0option to create a new column. Name this column<em>\u00a0Category<\/em>\u00a0of the type choice.<\/li>\t<li>For the\u00a0<strong>choices<\/strong>, enter the values you'd like your users to have available as categories. This example uses the following:\u00a0<em>Internal,\u00a0Client,\u00a0Prospect,\u00a0Partner,\u00a0Meeting<\/em>.<\/li>\t<li>For\u00a0<strong>Display choices<\/strong>, select\u00a0<strong>Drop-Down Menu<\/strong>, and set\u00a0<strong>Allow 'Fill-in' choices<\/strong>\u00a0to\u00a0<strong>No<\/strong>. Then select\u00a0<strong>OK<\/strong>\u00a0to save.<\/li>\t<li>For our scenario, we'll need to enter some choices for our users. These choices will be used in a later step to configure our drop-down options in the view. Navigate back to the main\u00a0<strong>Event Scheduling Types<\/strong>\u00a0List and enter some values into the list. Our example uses the following choices:\t<table><tbody><tr><td style=\"width:312px;\">\t\t\t\t<p><strong>Event Type<\/strong><\/p>\t\t\t\t<p>\u00a0<\/p>\t\t\t\t<\/td>\t\t\t\t<td style=\"width:312px;\">\t\t\t\t<p><strong>Category<\/strong><\/p>\t\t\t\t<p>\u00a0<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td style=\"width:312px;\">\t\t\t\t<p>Holiday Party<\/p>\t\t\t\t<p>\u00a0<\/p>\t\t\t\t<\/td>\t\t\t\t<td style=\"width:312px;\">\t\t\t\t<p>Internal<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td style=\"width:312px;\">\t\t\t\t<p>Resource Meeting<\/p>\t\t\t\t<p>\u00a0<\/p>\t\t\t\t<\/td>\t\t\t\t<td style=\"width:312px;\">\t\t\t\t<p>Internal<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td style=\"width:312px;\">\t\t\t\t<p>Project Meeting<\/p>\t\t\t\t<p>\u00a0<\/p>\t\t\t\t<\/td>\t\t\t\t<td style=\"width:312px;\">\t\t\t\t<p>Internal<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td style=\"width:312px;\">\t\t\t\t<p>Collaboration Event<\/p>\t\t\t\t<p>\u00a0<\/p>\t\t\t\t<\/td>\t\t\t\t<td style=\"width:312px;\">\t\t\t\t<p>Internal<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td style=\"width:312px;\">\t\t\t\t<p>In-House Meeting<\/p>\t\t\t\t<p>\u00a0<\/p>\t\t\t\t<\/td>\t\t\t\t<td style=\"width:312px;\">\t\t\t\t<p>Client<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td style=\"width:312px;\">\t\t\t\t<p>External Event<\/p>\t\t\t\t<p>\u00a0<\/p>\t\t\t\t<\/td>\t\t\t\t<td style=\"width:312px;\">\t\t\t\t<p>Client<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td style=\"width:312px;\">\t\t\t\t<p>On-Site Meeting<\/p>\t\t\t\t<p>\u00a0<\/p>\t\t\t\t<\/td>\t\t\t\t<td style=\"width:312px;\">\t\t\t\t<p>Client<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td style=\"width:312px;\">\t\t\t\t<p>On-Site Meeting<\/p>\t\t\t\t<p>\u00a0<\/p>\t\t\t\t<\/td>\t\t\t\t<td style=\"width:312px;\">\t\t\t\t<p>Prospect<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td style=\"width:312px;\">\t\t\t\t<p>Dinner Meeting<\/p>\t\t\t\t<p>\u00a0<\/p>\t\t\t\t<\/td>\t\t\t\t<td style=\"width:312px;\">\t\t\t\t<p>Prospect<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td style=\"width:312px;\">\t\t\t\t<p>In-House Partner Event<\/p>\t\t\t\t<p>\u00a0<\/p>\t\t\t\t<\/td>\t\t\t\t<td style=\"width:312px;\">\t\t\t\t<p>Partner<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td style=\"width:312px;\">\t\t\t\t<p>Hosted Partner Event<\/p>\t\t\t\t<p>\u00a0<\/p>\t\t\t\t<\/td>\t\t\t\t<td style=\"width:312px;\">\t\t\t\t<p>Partner<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td style=\"width:312px;\">\t\t\t\t<p>Off-Site Meeting<\/p>\t\t\t\t<p>\u00a0<\/p>\t\t\t\t<\/td>\t\t\t\t<td style=\"width:312px;\">\t\t\t\t<p>Partner<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td style=\"width:312px;\">\t\t\t\t<p>General Meeting Event<\/p>\t\t\t\t<p>\u00a0<\/p>\t\t\t\t<\/td>\t\t\t\t<td style=\"width:312px;\">\t\t\t\t<p>Meeting<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><\/tbody><\/table><\/li>\t<li>From the\u00a0<strong>List<\/strong>\u00a0tab in the ribbon tool bar, select the\u00a0<strong>K2 Application<\/strong>\u00a0icon.<\/li>\t<li>From the Application elements page, select\u00a0<strong>Creat<\/strong><strong>e New Application<\/strong>.<\/li>\t<li>In the\u00a0<strong>Data<\/strong>\u00a0option select\u00a0<strong>Site and all of its subsites<\/strong>, and then select\u00a0<strong>OK<\/strong>. In the application page for the list, you will see that 2 smart objects have been created. With the SmartObject created for our\u00a0<strong>Event Scheduling Types<\/strong>\u00a0list, we can now modify the\u00a0<strong>Event Scheduling<\/strong>\u00a0application to include our drop-down list options. The SmartObject is needed in order for Appit to retrieve data from the list.\u00a0<\/li>\t<li>Navigate back to the sites home page, and select the\u00a0<strong>Event Scheduling<\/strong>\u00a0list.<\/li>\t<li>Select the\u00a0<strong>Calendar<\/strong>\u00a0tab, and navigate to the\u00a0<strong>K2 Application<\/strong>\u00a0page. Wait for the application to verify the SmartObjects, and then select\u00a0<strong>Regenerate SmartObjects<\/strong>\u00a0so that the new fields will be included when we edit the View. In this step, only the SmartObjects should be regenerated so that any work done to the Forms or Views will not be set back to default.\u00a0<\/li>\t<li>Check out the\u00a0<strong>New Event<\/strong>\u00a0<strong>View<\/strong>, and then select\u00a0<strong>Edit\u00a0<\/strong>by right clicking the View.<\/li>\t<li>A warning will appear for the\u00a0<strong>Category<\/strong>\u00a0field. Select the field and delete it from the canvas. The\u00a0<strong>Category\u00a0<\/strong>field needs to be readded becuase of the modification made to the SharePoint list.\u00a0<\/li>\t<li>In the fields pane, drag the\u00a0<strong>Category\u00a0<\/strong>field back onto the canvas and delete the extra title created. Select the\u00a0<strong>Category<\/strong>\u00a0field and click the\u00a0<strong>Change Control<\/strong>\u00a0button in the top tool bar.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata1.png\" \/>\u00a0<\/li>\t<li>Select\u00a0<strong>Drop-Down List<\/strong>\u00a0and then select\u00a0<strong>OK<\/strong>.<\/li>\t<li>While selected on the category drop-down, scroll to the\u00a0<strong>Data Source<\/strong>\u00a0then\u00a0<strong>Type<\/strong>\u00a0in the\u00a0<strong>Properties<\/strong>\u00a0menu, and select the\u00a0<strong>ellipses<\/strong>\u00a0to configure the drop-down data options.<\/li>\t<li>select the option to\u00a0<strong>Use a SmartObject as data source<\/strong>, and click the\u00a0<strong>ellipses<\/strong>\u00a0next to the SmartObject to configure.<img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-02.png\" \/><\/li>\t<li>Navigate to the list created for the\u00a0<strong>Event Scheduling Types<\/strong>, by navigating through the\u00a0<strong>SharePoint 2013 folder.<\/strong><br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-03.png\" \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-04.png\" \/><\/li>\t<li>Your dropdown should now be configured as follows:<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-05.png\" \/><\/li>\t<li>Select\u00a0<strong>Finish<\/strong>\u00a0to save and exit. Right click the\u00a0<strong>New Event<\/strong>\u00a0form and select\u00a0<strong>Run<\/strong>\u00a0to test the drop-down.<\/li>\t<li>Repeat steps 20-28 for the\u00a0<strong>Edit Event<\/strong>\u00a0<strong>View<\/strong>.<\/li><\/ol><h3 id=\"toc-hId--1940127463\" style=\"text-align:left;\"><span style=\"color:#333333;\"><span style=\"background-color:#ffffff;\">Cascading (Filtering) Options<\/span><\/span><\/h3><p style=\"text-align:left;\"><span style=\"color:#333333;\"><span style=\"background-color:#ffffff;\">We're now going to configure the cascading drop-down to our list in order to create filtered options based on the category so that the list of events\/options showed to the user is filtered, depending on the category of event that they selected.<\/span><\/span><\/p><ol><li>Select the\u00a0<strong>New Event View\u00a0<\/strong>and select\u00a0<strong>Edit<\/strong>.<\/li>\t<li>We will add a new row beneath the\u00a0<strong>Category<\/strong>\u00a0line. Select the category cell, and use the\u00a0<strong>Insert Row Below<\/strong>\u00a0button to add a new row.<img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-08.png\" \/><\/li>\t<li>Drag the\u00a0<strong>Event Type<\/strong>\u00a0from the fields task pane into the right hand cell of the row inserted. Drag the title to the left hand to match the form layout. Use the\u00a0<strong>Change Control<\/strong>\u00a0button to change the text field to a drop-down.<br \/><br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-09.png\" \/><\/li>\t<li>In the\u00a0<strong>Data Source<\/strong>\u00a0options for\u00a0<strong>Type<\/strong>, select the\u00a0<strong>ellipses<\/strong>\u00a0to configure the drop-down options.<br \/><br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-10.png\" \/><\/li>\t<li>Select the\u00a0<strong>Use a SmartObject as a data source<\/strong>\u00a0option, and select the\u00a0<strong>ellipses<\/strong>\u00a0in the SmartObject option to configure.<br \/><br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-11.png\" \/><\/li>\t<li>Navigate to the list created for the\u00a0<strong>Event Scheduling Types<\/strong>, by navigating through the\u00a0<strong>SharePoint 2013 folder<\/strong>.<\/li>\t<li>Change the Value to\u00a0<strong>Event Type<\/strong>, and select the\u00a0<strong>ellipses<\/strong>\u00a0next to display to modify to the\u00a0<strong>Event Type<\/strong>.<br \/><br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-12.png\" \/><\/li>\t<li>Select the option to\u00a0<strong>Filter the data according to another control's value<\/strong>. For the\u00a0<strong>Parent Control\u00a0<\/strong>drop-down, select\u00a0<strong>Category Drop-Down List<\/strong>\u00a0and\u00a0<strong>Category\u00a0<\/strong>as the\u00a0<strong>Child Joint Property<\/strong>. These properties are the linking piece to narrow the options in the drop-down menu to a specific category. Then select\u00a0<strong>OK<\/strong>.<br \/><br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-13.png\" \/><\/li>\t<li>Select\u00a0<strong>Finish<\/strong>. In the application page, right click the\u00a0<strong>New Event<\/strong>\u00a0form and select\u00a0<strong>Run<\/strong>\u00a0to test your changes.<\/li>\t<li>Change the\u00a0<strong>Category\u00a0<\/strong>drop-down to test the\u00a0<strong>Event Type<\/strong>\u00a0filtering options.<\/li>\t<li>Repeat steps 30-39 to make the same changes to the\u00a0<strong>Edit Event<\/strong>\u00a0<strong>View<\/strong>.<\/li><\/ol><h3 id=\"toc-hId--197317128\" style=\"text-align:left;\"><span style=\"color:#333333;\"><span style=\"background-color:#ffffff;\">Populating a Default Question Set<\/span><\/span><\/h3><p style=\"text-align:left;\"><span style=\"color:#333333;\"><span style=\"background-color:#ffffff;\">For event scheduling there may be some additional questions for the event. In this segment, we will create a list of default questions in order to have more flexibility in our form if questions are changed, added, or deleted from the list. By placing the default questions in a separate list, rather than as columns in the design of the form, if the questions change the View and Form design will not be affected and the questions can be updated more easily.<\/span><\/span><\/p><ol><li>Create a new list called\u00a0<strong>Event Scheduling Questions<\/strong><em>.<\/em><\/li>\t<li>Once the list has been created, use the\u00a0<strong>Title<\/strong>\u00a0column to create a set of default questions. Here are the questions we will use for our example:\t<table><tbody><tr><td style=\"width:324px;\">\t\t\t\t<p><em>How many people will attend the event?<\/em><\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td style=\"width:324px;\">\t\t\t\t<p><em>What kinds of refreshments are needed?<\/em><\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td style=\"width:324px;\">\t\t\t\t<p><em>Which (if any) meal should be provided for the event?<\/em><\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td style=\"width:324px;\">\t\t\t\t<p><em>How many internal resources will attend?<\/em><\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td style=\"width:324px;\">\t\t\t\t<p><em>What are the decor specifications for the event?<\/em><\/p>\t\t\t\t<\/td>\t\t\t<\/tr><\/tbody><\/table><\/li>\t<li>Once the questions have been entered, navigate to the\u00a0<strong>List Settings<\/strong>\u00a0from the top menu bar.<\/li>\t<li>\u00a0Navigate to the<strong>\u00a0Advanced settings<\/strong>.<\/li>\t<li>Under the\u00a0<strong>Attachments<\/strong>\u00a0settings, switch the attachments option to\u00a0<strong>Disabled<\/strong>, and then select\u00a0<strong>OK<\/strong>\u00a0to save.<\/li>\t<li>Use the\u00a0<strong>Create column<\/strong>\u00a0link to add a column named\u00a0<strong>Answer<\/strong>\u00a0to the list as the type\u00a0<strong>Multiple lines of text<\/strong>, with 8 rows, and the type of text being\u00a0<strong>Plain text<\/strong>.<\/li>\t<li>From the List tab in the ribbon tool bar, select the K2 Application icon.<\/li>\t<li>From the Application elements page, select\u00a0<strong>Create New Application<\/strong>.<\/li>\t<li>In the\u00a0<strong>Data<\/strong>\u00a0option select\u00a0<strong>Site and all of its subsites<\/strong>, and then select\u00a0<strong>OK<\/strong>. In the Application elements page, you will see that 1 SmartObject has been created. Right click the smart object, and select\u00a0<strong>Design View<\/strong>. This is the view that will be used in our new form to enter new questions.<\/li>\t<li>Navigate to the\u00a0<strong>General<\/strong>\u00a0tab from the breadcrumb bar at the top of the designer. Name your view\u00a0<em>Default Event Questions<\/em>, select the\u00a0<strong>List View<\/strong>\u00a0with the\u00a0<strong>Method<\/strong>\u00a0of\u00a0<strong>Get List Items<\/strong>, and\u00a0<strong>Call the method when the form loads<\/strong>. Then Select<strong>\u00a0Next<\/strong>.<\/li>\t<li>Select\u00a0<strong>Create Labels and Controls<\/strong>.<\/li>\t<li>Select\u00a0<strong>Title<\/strong>\u00a0and\u00a0<strong>Answer<\/strong>\u00a0for fields to include in the layout. Then scroll down to the\u00a0<strong>Edit Options<\/strong>.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-14.png\" \/><\/li>\t<li>In the\u00a0<strong>Edit Options<\/strong>, select\u00a0<strong>Enable list editing<\/strong>\u00a0and uncheck the\u00a0<strong>Enable Add new row link<\/strong>, and check the option to\u00a0<strong>Allow the user to edit existing rows<\/strong>. Then select\u00a0<strong>OK<\/strong>.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-15.png\" \/><\/li>\t<li>Select the\u00a0<strong>Title<\/strong>\u00a0text box from the Add\/Edit row, and use the\u00a0<strong>Change Control<\/strong>\u00a0button to change the row to a\u00a0<strong>Data Label<\/strong>.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-16.png\" \/><\/li>\t<li>Click on the\u00a0<strong>title<\/strong>\u00a0column, and in the\u00a0<strong>Body<\/strong>\u00a0tab of the\u00a0<strong>Properties<\/strong>. In the<strong>\u00a0General settings<\/strong>, select\u00a0<strong>Wrap Text<\/strong>\u00a0to wrap the questions text.<\/li>\t<li>Next select the\u00a0<strong>Header<\/strong>\u00a0tab, and change the\u00a0<strong>Text<\/strong>\u00a0to\u00a0<em>Questions<\/em>.<\/li>\t<li>Select the\u00a0<strong>Text Area<\/strong>\u00a0column, and in the\u00a0<strong>Header<\/strong>\u00a0tab change the text to\u00a0<em>Answers<\/em>.<\/li>\t<li>Select the\u00a0<strong>save icon<\/strong>\u00a0at the top of the view, and in the\u00a0<strong>General<\/strong>\u00a0settings of the Properties menu, uncheck the\u00a0<strong>Visible<\/strong>\u00a0option. Click\u00a0<strong>Finish\u00a0<\/strong>to save.<\/li>\t<li>Navigate back to the Application elements page for the\u00a0<strong>Event Scheduling<\/strong>\u00a0app. Check out the\u00a0<strong>New Event<\/strong>\u00a0<strong>Form<\/strong>, and then select\u00a0<strong>Edit<\/strong>.<\/li>\t<li>From the\u00a0 K2 Designer Task pane, locate your\u00a0<strong>Event Scheduling Questions<\/strong>\u00a0folder, and drag the view onto your form below the\u00a0<strong>New Event Scheduling<\/strong>\u00a0<strong>View<\/strong>.<br \/><br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-17.png\" \/><\/li>\t<li>Name the View\u00a0<em>Additional Questions<\/em>, and uncheck the\u00a0<strong>Collapse<\/strong>\u00a0option in the\u00a0<strong>Properties<\/strong>\u00a0of the view. Click\u00a0<strong>Finish<\/strong>\u00a0to save your changes and return to the Application elements page.<\/li>\t<li>Right click the\u00a0<strong>New Event<\/strong>\u00a0<strong>Form\u00a0<\/strong>and select\u00a0<strong>Run<\/strong>\u00a0to preview your changes.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-18.png\" \/><\/li><\/ol><h3 id=\"toc-hId-1545493207\" style=\"text-align:left;\"><span style=\"color:#333333;\"><span style=\"background-color:#ffffff;\">Saving Child Data<\/span><\/span><\/h3><p style=\"text-align:left;\"><span style=\"color:#333333;\"><span style=\"background-color:#ffffff;\">Now that we've created a list of our default questions, well need to create a list to save the answers to. We'll want to save the answers to a list with a reference to the parent item in order to call the items into a View for editing or display in the Form.<\/span><\/span><\/p><ol><li>From the Homepage, create a new list called\u00a0<em>Event Scheduling Answers<\/em>.<\/li>\t<li>Click the\u00a0<strong>ellipses<\/strong>\u00a0on the new list, and select the\u00a0<strong>SETTINGS<\/strong>\u00a0option to edit the list.<\/li>\t<li>Navigate to the\u00a0<strong>Advanced settings<\/strong>.<\/li>\t<li>Under the\u00a0<strong>Attachments settings<\/strong>, switch the attachments option to\u00a0<strong>Disabled<\/strong>, and then select\u00a0<strong>OK\u00a0<\/strong>to save.<\/li>\t<li>Use the\u00a0<strong>Create column<\/strong>\u00a0link to create the following columns:<br \/>\t\u00a0\u00a0\t<table><tbody><tr><td style=\"width:312px;\">\t\t\t\t<p><strong>Column Name<\/strong><\/p>\t\t\t\t<\/td>\t\t\t\t<td style=\"width:312px;\">\t\t\t\t<p><strong>Type<\/strong><\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td style=\"width:312px;\">\t\t\t\t<p><strong>Question<\/strong><\/p>\t\t\t\t<\/td>\t\t\t\t<td style=\"width:312px;\">\t\t\t\t<p>Single line of Text<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td style=\"width:312px;\">\t\t\t\t<p><strong>Answer<\/strong><\/p>\t\t\t\t<\/td>\t\t\t\t<td style=\"width:312px;\">\t\t\t\t<p>Multiple Lines of Text, Plain Text, 8 lines<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td style=\"width:312px;\">\t\t\t\t<p><strong>EventScheduleID<\/strong><\/p>\t\t\t\t<\/td>\t\t\t\t<td style=\"width:312px;\">\t\t\t\t<p>Single Line of Text<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><\/tbody><\/table><\/li>\t<li>Navigate back to the list, and in the ribbon select the\u00a0<strong>K2 Application<\/strong>\u00a0icon from the ribbon.<\/li>\t<li>From the Application elements page, select\u00a0<strong>Create New Application<\/strong>.<\/li>\t<li>In the\u00a0<strong>Data<\/strong>\u00a0option select\u00a0<strong>Site and all of its subsites<\/strong>, and then select\u00a0<strong>OK<\/strong>. In the K2 application page, you will see that 1 SmartObject has been created. Right click the SmartObject, and select\u00a0<strong>Design View<\/strong>. This is the view that will be used to display the answers after the initial entry.<\/li>\t<li>In the General tab of the breadcrumb bar, name the view\u00a0<em>Event Schedule Answer<\/em>\u00a0<em>Display<\/em>. Select\u00a0<strong>Call the method when the form loads<\/strong>\u00a0and then select\u00a0<strong>Next<\/strong>.<\/li>\t<li>Select\u00a0<strong>Create New Labels and Controls<\/strong>.<\/li>\t<li>Select\u00a0<strong>Question<\/strong>\u00a0and\u00a0<strong>Answer<\/strong>\u00a0for the layout and then select\u00a0<strong>OK<\/strong>.<\/li>\t<li>Adjust the width of the columns. Select the question column, and in the\u00a0<strong>Body<\/strong>\u00a0tab of the\u00a0<strong>Properties<\/strong>\u00a0menu, check the\u00a0<strong>Wrap Text<\/strong>\u00a0option in the\u00a0<strong>General<\/strong>\u00a0settings. Do the same for the\u00a0<strong>Answer<\/strong>. By changing this setting, all of the text will wrap if the length is longer than the cell.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-19.png\" \/><\/li>\t<li>Select\u00a0<strong>Finish\u00a0<\/strong>to save the view. Navigate back to the\u00a0<strong>New Event\u00a0<\/strong>Form and click\u00a0<strong>Edit<\/strong>.<\/li>\t<li>Navigate to the\u00a0<strong>Rules<\/strong>\u00a0tab of the breadcrumb bar.<\/li>\t<li>Select the\u00a0<strong>On New Event, when Save Button is Clicked<\/strong>\u00a0rule and then select\u00a0<strong>Edit Rule<\/strong>.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-20.png\" \/><\/li>\t<li>Click on the\u00a0<strong>Create Calendar Event\u00a0<\/strong>Action in the rules pane, then in the conditions search for the for each and drag the\u00a0<strong>For each item in a List View<\/strong>\u00a0option. Configure for all items on the\u00a0<strong>Default Event Questions<\/strong>\u00a0view. The logic to save the items should be added after the calendar event is created, so the id can be utilized as the link between the 2 lists.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-21.png\" \/><\/li>\t<li>Next click on the\u00a0<strong>for each<\/strong>\u00a0condition then in the\u00a0<strong>Actions<\/strong>\u00a0tab select\u00a0<strong>Execute a SmartObject method<\/strong>\u00a0from the SmartObject interaction to add the method to the rule. Select the<strong>\u00a0Event Scheduling Answers<\/strong>\u00a0SmartObject from the wizard and select the\u00a0<strong>Create List Item<\/strong>\u00a0method.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-22.png\" \/><\/li>\t<li>For the\u00a0<strong>Title<\/strong>\u00a0field, expand the\u00a0<strong>New Event<\/strong>\u00a0SmartObject, and add the\u00a0<strong>Title<\/strong>\u00a0to the\u00a0<strong>Title\u00a0<\/strong>field, and the\u00a0<strong>ID<\/strong>\u00a0to the\u00a0<strong>EventScheduleID\u00a0<\/strong>field.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-23.png\" \/><\/li>\t<li>Next, expand the\u00a0<strong>Default Event Questions View<\/strong>\u00a0and the\u00a0<strong>Event Scheduling Questions<\/strong>\u00a0SmartObject, and drag the\u00a0<strong>Title<\/strong>\u00a0onto the\u00a0<strong>Question<\/strong>\u00a0field, and\u00a0<strong>Answer<\/strong>\u00a0onto the\u00a0<strong>Answer<\/strong>\u00a0field.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-24.png\" \/><\/li>\t<li>Select\u00a0<strong>Finish\u00a0<\/strong>and\u00a0<strong>OK\u00a0<\/strong>then\u00a0<strong>Finish\u00a0<\/strong>to save your changes and exit.<\/li>\t<li>From the\u00a0<strong>Event Scheduling<\/strong>\u00a0application, select the\u00a0<strong>Edit Event Form<\/strong>, and select\u00a0<strong>Edit<\/strong>.<\/li>\t<li>Expand the\u00a0<strong>Event Scheduling Answers<\/strong>\u00a0list, and add the\u00a0<strong>Event Scheduling Answer Display\u00a0<\/strong>View to the Form.<\/li>\t<li>Rename the View\u00a0<em>Additional Questions<\/em>.<\/li>\t<li>Navigate to the rules window and select the\u00a0<strong>When the form is Initializing Rule<\/strong>, and click the\u00a0<strong>Edit Rule<\/strong>\u00a0button.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-25.png\" \/><\/li>\t<li>Add a action to execute a view method. Select the\u00a0<strong>Event Schedule Answer Display<\/strong>\u00a0view, and the\u00a0<strong>Get List Items<\/strong>\u00a0method. Then click configure. This is how the correct questions will be pulled into the correct parent form.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-26.png\" \/><\/li>\t<li>Expand the\u00a0<strong>Event Scheduling<\/strong>\u00a0SmartObject in the\u00a0<strong>Edit Event<\/strong>\u00a0<strong>View<\/strong>, and drag the\u00a0<strong>ID<\/strong>\u00a0field onto the\u00a0<strong>EventScheduleID<\/strong>. Click\u00a0<strong>Finish<\/strong>, then\u00a0<strong>OK<\/strong>\u00a0and\u00a0<strong>Finish<\/strong>\u00a0to close and save your changes.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-27.png\" \/><\/li>\t<li>Repeat steps 13-27 for the Display view.<\/li><\/ol><h3 id=\"toc-hId--1006663754\" style=\"text-align:left;\"><span style=\"color:#333333;\"><span style=\"background-color:#ffffff;\">Using SmartBox to Store Data<\/span><\/span><\/h3><p style=\"text-align:left;\"><span style=\"color:#333333;\"><span style=\"background-color:#ffffff;\">In this step we will go through creating a SmartBox SmartObject to store data in, and create the view to query the data for display. This step replaces\u00a0<strong>Saving Child Data<\/strong>\u00a0from the last step. A scenario that will require using SmartBox to store items is when the SharePoint list will grow to more than 5,000 items. Then the data must be stored where there is not a limit to the number of items that can be stored.<\/span><\/span><\/p><ol><li>From the\u00a0<strong>Event Scheduling<\/strong>\u00a0application page, select<strong>\u00a0New<\/strong>\u00a0then\u00a0<strong>SmartObject<\/strong>.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-28.png\" \/><\/li>\t<li>In the\u00a0<strong>General<\/strong>\u00a0tab, name the SmartObject\u00a0<em>Additional Answers from Questions<\/em>\u00a0and then click\u00a0<strong>Next<\/strong>.<img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-29.png\" \/><\/li>\t<li>In the define properties window, select\u00a0<strong>Add<\/strong>\u00a0to add properties.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-31.png\" \/><\/li>\t<li>Add 3 fields with the\u00a0<strong>Name<\/strong>\u00a0and\u00a0<strong>Type<\/strong>\u00a0as listed below:\t<table><tbody><tr><td style=\"width:114px;\">\t\t\t\t<p><strong>Name<\/strong><\/p>\t\t\t\t<\/td>\t\t\t\t<td style=\"width:122px;\">\t\t\t\t<p><strong>Type<\/strong><\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td style=\"width:114px;\">\t\t\t\t<p><strong>Question<\/strong><\/p>\t\t\t\t<\/td>\t\t\t\t<td style=\"width:122px;\">\t\t\t\t<p>Text<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td style=\"width:114px;\">\t\t\t\t<p><strong>Answer<\/strong><\/p>\t\t\t\t<\/td>\t\t\t\t<td style=\"width:122px;\">\t\t\t\t<p>Memo<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><tr><td style=\"width:114px;\">\t\t\t\t<p><strong>Schedule ID<\/strong><\/p>\t\t\t\t<\/td>\t\t\t\t<td style=\"width:122px;\">\t\t\t\t<p>Number<\/p>\t\t\t\t<\/td>\t\t\t<\/tr><\/tbody><\/table><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-32.png\" \/><\/li>\t<li>Select\u00a0<strong>Finish<\/strong>\u00a0to save the smart object. We have just created the SmartObject that will be used to store the data in SmartBox.\u00a0<\/li>\t<li>From the\u00a0<strong>Event Scheduling<\/strong>\u00a0application page, right click the\u00a0<strong>AdditionalAnswers from Questions<\/strong>\u00a0SmartObject, and select\u00a0<strong>Design View<\/strong>\u00a0from the menu.<\/li>\t<li>In the General window, name the view\u00a0<em>Additional Answers from Questions View List<\/em>, with a view type of\u00a0<strong>List View<\/strong>\u00a0and uncheck the option to\u00a0<strong>Call this method when the form loads<\/strong>. Then select\u00a0<strong>Next<\/strong>.<br \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/107\/workingwithlistsanddata-33.png\" \/><\/li>\t<li>In the view designer, select\u00a0<strong>Create Labels and Controls<\/strong>.<\/li>\t<li>select the\u00a0<strong>Question\u00a0<\/strong>and\u00a0<strong>Answer\u00a0<\/strong>fields and then select\u00a0<strong>OK<\/strong>. Scale the columns accordingly and then select\u00a0<strong>Finish<\/strong>. Modify steps\u00a013-27 of the<strong>\u00a0Saving Child Data<\/strong>\u00a0section\u00a0using the new SmartObject and view created.<\/li><\/ol>","categoryName":"K2 blackpearl","categoryId":"38","contentType":"article","featuredImage":"","likes":0,"views":486,"votes":0,"replyCount":0,"publishedAt":"2022-12-13T14:30:49+01:00","lastActivityAt":"2022-12-13T14:31:49+01:00","lastContributor":{"id":"20513","username":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg"},"lastPostId":0,"author":{"id":"20513","username":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/k2-blackpearl-38","topicUrl":{"destination":"https:\/\/community.nintex.com\/k2-blackpearl-38\/converting-k2-and-sharepoint-from-http-to-https-28511"},"id":"1524","publicId":"28511","title":"Converting K2 and SharePoint from HTTP to HTTPS","content":"<div class=\"K2CMS\"><section><div class=\"bg- color\">\u00a0<\/div><div class=\"container justify-center text-white flex-box\"><div class=\"container-8\"><div class=\"top-section center-align\"><h1>Converting K2 and SharePoint from HTTP to HTTPS<\/h1><\/div><\/div><\/div><\/section><div class=\"container\"><div class=\"row\"><div class=\"col-md-3\"><p>kbt132960<\/p>PRODUCT<div>K2 blackpearl 4.6.11 to 4.7<\/div>BASED ON<div>K2 blackpearl 4.6.11<\/div>TAGS<div>Internet Information Services (IIS)<\/div><div>K2 Designer for SharePoint<\/div><div>On-premises<\/div><\/div><div class=\"col-md-9\"><div class=\"NoteBox\"><div>This article was created in response to a support issue logged with K2. The content may include typographical errors and may be revised at any time without notice. This article is not considered official documentation for K2 software and is provided \"as is\" with no warranties.<\/div><\/div><div class=\"NoteBox\"><div class=\"AvenirMedium\">LEGACY\/ARCHIVED CONTENT<\/div><div>This article has been archived, and\/or refers to legacy products, components or features. The content in this article is offered \"as is\" and will no longer be updated. Archived content is provided for reference purposes only. This content does not infer that the product, component or feature is supported, or that the product, component or feature will continue to function as described herein.<\/div><\/div><h3>Objective<\/h3><p>The issue experienced occurred when converting K2 and SharePoint from HTTP to HTTPS.<br \/>After the changes have been made the worklist webpart was not loading as the certificate was not a trusted certificate. I was not sure where to bind the wildcard certificate for the app domain.<\/p><p>\u00a0<\/p><p><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/125\/1.jpg\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p>\u00a0<\/p><h3>Before You Begin<\/h3>Obtain a wildcard certificate for the SharePoint site and K2 sites.<h3>How-to Steps<\/h3><p>\u00a0<\/p><p>1. Obtain a wildcard certificate for the SharePoint site and K2 sites. In my case the SharePoint URL is <a href=\"https:\/\/domain1.co.za\" rel=\"noopener noreferrer\" target=\"_blank\">https:\/\/domain1.co.za<\/a> and the K2 urls was <a href=\"https:\/\/k2.domain1.co.za\" rel=\"noopener noreferrer\" target=\"_blank\">https:\/\/k2.domain1.co.za<\/a>.<\/p><p>\u00a0<\/p><p><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/125\/5.jpg\" \/><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/125\/6.jpg\" \/><\/p><p>\u00a0<\/p><p>\u00a0<\/p><p>In this case we obtained one wildcard certificate from\u00a0Provider which is used for the SharePoint site and the K2 sites.<\/p><p>\u00a0<\/p><p>2. Obtain a wildcard certificate for the app domain (in my case *.domain2.co.za). Seeing that SharePoint handles the app redirect internally and our sites are all using host headers you need a blank SharePoint site running on HTTPS without a host header for the app redirect to function correctly.<\/p><p>\u00a0<\/p><p>3. The server needs to have 2 NIC\u2019s each with a different IP address<\/p><p>\u00a0<\/p><p>\u00a0<\/p><p><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/125\/2.jpg\" \/><\/p><p>\u00a0<\/p><p>4. Create a DNS entry for the SharePoint site workflowsdev.domain1.co.za pointing to the IP address of the first NIC<\/p><p>\u00a0<\/p><p>5. Create a CNAME record for the app domain which in my case was dunlopappsdev.co.za. It is important that the appdomain only has one domain, and not subdomains as the SSL certificates doesn\u2019t support subdomains. You cannot for example use the following url for the app domain appsdev..co.za as the url for the app would then be app-123456.appsdev..co.za which contains multiple domains, and would fail.<\/p><p>\u00a0<\/p><p><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/125\/3.jpg\" \/><\/p><p>\u00a0<\/p><p><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/125\/4.jpg\" \/><\/p><p>\u00a0<\/p><p>6. The CNAME record should also point to the second NIC on the SharePoint server. The reason for this is that you cannot bind 2 different SSL certificates on 2 different sites on the same IIS box running on the same port (443)<\/p><p>\u00a0<\/p><p>7. Now you can bind the *.domain1.co.za wildcard certificate to the domain2.co.za IIS site.<\/p><p>\u00a0<\/p><p><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/125\/7.jpg\" \/><\/p><p>\u00a0<\/p><p>8. Now you can bind the appdomain wildcard SSL certificate to the empty web application, but bind it only for the second NIC\u2019s ip address<\/p><p>\u00a0<\/p><p><img alt=\"Image\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/125\/8.jpg\" \/><\/p><p>\u00a0<\/p><p>9. Important to note that we created a self-signed certificate for the appdomain. In this case we needed to add the self-signed certificate to the client computers trusted certificates by means of a login script.<\/p><p>\u00a0<\/p><p>\u00a0<\/p><\/div><\/div><\/div><\/div>","categoryName":"K2 blackpearl","categoryId":"38","contentType":"article","featuredImage":"","likes":0,"views":79,"votes":0,"replyCount":0,"publishedAt":"2022-02-24T10:31:35+01:00","lastActivityAt":"2022-02-24T10:31:35+01:00","lastContributor":{"id":"20513","username":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg"},"lastPostId":0,"author":{"id":"20513","username":"MillaZ","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/17550iDE4036195654AE75.jpg"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false}],"39":[{"categoryUrl":"https:\/\/community.nintex.com\/nintex-for-sharepoint-39","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-for-sharepoint-39\/create-a-dynamic-repeating-section-72150"},"id":"51981","publicId":"72150","title":"Create a dynamic repeating section","content":"<h3>Introduction:<\/h3><p><br \/>In this solution video, we will walk you through creating a classic form with a repeating section that dynamically displays information based on the user\u2019s input.<br \/>This solution will check an order's total price against a predefined budget. It will focus on the Calculated Value control, the Lookup control, Runtime functions, and Rules.<\/p><p>\u00a0<\/p><h3>Video:<\/h3><oembed url=\"https:\/\/vimeo.com\/974671930\"><\/oembed><h3><br \/>\u00a0<\/h3>","categoryName":"Nintex for SharePoint","categoryId":"39","contentType":"conversation","featuredImage":"","likes":2,"views":94,"votes":0,"replyCount":0,"publishedAt":"2024-07-14T22:51:00+00:00","lastActivityAt":"2024-07-14T22:51:00+00:00","lastContributor":{"id":"528","username":"SimonMuntz","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/4325dc0b-8f96-42f9-9f98-827bc3dffb08.png"},"lastPostId":0,"author":{"id":"528","username":"SimonMuntz","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/4325dc0b-8f96-42f9-9f98-827bc3dffb08.png"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/nintex-for-sharepoint-39","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-for-sharepoint-39\/nintex-live-form-does-not-render-27161"},"id":"1972","publicId":"27161","title":"Nintex Live Form Does Not Render","content":"<div><h3>Topic<\/h3><\/div><div>Nintex Live form will not render correctly, but the form renders as expected in SharePoint.<\/div><p>\u00a0<\/p><div><h3>Instructions<\/h3><\/div><div><ol><li>Connect to Central Administration.<\/li>\t<li>Navigate to Nintex Forms Management &gt; View Live Forms.<\/li>\t<li>Tick the check box for the affected Live form and press the Remove button.<\/li>\t<li>Open form in forms designer.<\/li>\t<li>Click on Live Settings on the Ribbon.<\/li>\t<li>Check Live Settings are enabled and click Save.<\/li>\t<li>Save and Publish the form.<\/li><\/ol><\/div><div><h3>\u00a0<\/h3><\/div>","categoryName":"Nintex for SharePoint","categoryId":"39","contentType":"article","featuredImage":"","likes":0,"views":16,"votes":0,"replyCount":0,"publishedAt":"2022-02-15T11:19:06+01:00","lastActivityAt":"2022-02-15T11:19:06+01:00","lastContributor":{"id":"20680","username":"KB_Admin","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/9819i90E9854AFE8184AF.png"},"lastPostId":0,"author":{"id":"20680","username":"KB_Admin","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/9819i90E9854AFE8184AF.png"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/nintex-for-sharepoint-39","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-for-sharepoint-39\/mixed-authentication-support-for-nintex-app-studio-27191"},"id":"2002","publicId":"27191","title":"Mixed Authentication Support for Nintex App Studio","content":"<div><div><h6>QUESTION<\/h6>Does Nintex App Studio support Mixed Authentication for SharePoint with Forms Based Authentication (FBA)?<\/div><\/div><div><div><h6>ANSWER<\/h6>Nintex App Studio does not support Mixed Authentication for SharePoint out of the box. When a SharePoint environment has both Windows Authentication and Form Based Authentication configured, Nintex Mobile will only support Windows Authentication by default.<p>\u00a0<\/p>However, you can use the following steps to put in place an IIS redirect which will allow Nintex App Studio to authenticate through FBA even when Windows Authentication is enabled:<ol><li>Enable FBA Access within Central Administration &gt; Nintex Forms Management &gt; Manage FBA Mobile Access.\t<ol><li>This can be done without Nintex Live being enabled, however to open Manage FBA Mobile Access you\u00a0must navigate to the explicit URL:\u00a0<a href=\"https:\/\/community.nintex.com\/external-link.jspa?url=http%3A%2F%2F%5BCentralAdministrationURL%5D%2F_admin%2FNintexForms%2FMobileFBAManagement.aspx\" rel=\"nofollow noopener noreferrer\" target=\"_self\">http:\/\/[CentralAdministrationURL]\/_admin\/NintexForms\/MobileFBAManagement.aspx<\/a><\/li>\t<\/ol><\/li>\t<li>Configure a 302 redirect from \"<a href=\"https:\/\/community.nintex.com\/external-link.jspa?url=http%3A%2F%2F%5BSiteURL%5D%2F_vti_bin%2FNintexFormsServices%2FNfMobileAppService.svc%2Fauthenticate\" rel=\"nofollow noopener noreferrer\" target=\"_self\">http:\/\/[SiteURL]\/_vti_bin\/NintexFormsServices\/NfMobileAppService.svc\/authenticate<\/a>\" to \"<a href=\"https:\/\/community.nintex.com\/external-link.jspa?url=http%3A%2F%2F%5BSiteURL%5D\" rel=\"nofollow noopener noreferrer\" target=\"_self\">http:\/\/[SiteURL]<\/a>\"\t<ol><li>Nintex Mobile will route to the FBA endpoint and users can sign into the Nintex Mobile app.\t\t<ol><li>Example:\u00a0\t\t\t<pre><a href=\"https:\/\/community.nintex.com\/external-link.jspa?url=http%3A%2F%2FMyTestingSite.contoso.com%2Fextranet%2F_vti_bin%2FNintexFormsServices%2FNfMobileAppService.svc%2Fauthenticate\" rel=\"nofollow noopener noreferrer\" target=\"_self\">http:\/\/MyTestingSite.contoso.com\/extranet\/_vti_bin\/NintexFormsServices\/NfMobileAppService.svc\/authenticate<\/a><\/pre>\t\t\t<br \/>\t\t\t\u00a0redirects to:\u00a0\t\t\t<pre><a href=\"https:\/\/community.nintex.com\/external-link.jspa?url=http%3A%2F%2FMyTestingSite.contoso.com%2Fextranet%2F\" rel=\"nofollow noopener noreferrer\" target=\"_self\">http:\/\/MyTestingSite.contoso.com\/extranet\/<\/a><\/pre>\t\t\t<\/li>\t\t<\/ol><\/li>\t<\/ol><\/li><\/ol>The recommended approach to achieve the redirect is through an explicit URL redirect on the IIS Site. This can be done using Microsoft's URL rewrite tool:\u00a0<a href=\"https:\/\/www.iis.net\/downloads\/microsoft\/url-rewrite\" rel=\"noopener noreferrer\" target=\"_blank\">https:\/\/www.iis.net\/downloads\/microsoft\/url-rewrite<\/a>, and you the following configuration settings:<p>\u00a0<\/p><img alt=\"User-added image\" src=\"https:\/\/download.nintex.com\/kb\/MobileRedirect.PNG\" \/><\/div><\/div><div><div><h6>ADDITIONAL INFORMATION<\/h6><\/div><\/div><div><div><h6>RELATED LINKS<\/h6><\/div><\/div>","categoryName":"Nintex for SharePoint","categoryId":"39","contentType":"article","featuredImage":"","likes":0,"views":11,"votes":0,"replyCount":0,"publishedAt":"2022-02-15T11:19:06+01:00","lastActivityAt":"2022-02-15T11:19:06+01:00","lastContributor":{"id":"7901","username":"butlerj","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/1225i4B54E8BB77826F56.jpg"},"lastPostId":0,"author":{"id":"7901","username":"butlerj","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/1225i4B54E8BB77826F56.jpg"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/nintex-for-sharepoint-39","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-for-sharepoint-39\/sharepoint-adding-and-removing-live-actions-in-nintex-workflow-for-sharepoint-2010-or-2013-27108"},"id":"1919","publicId":"27108","title":"SharePoint - Adding and Removing Live Actions in Nintex Workflow for SharePoint 2010 or 2013","content":"<div><h1>Topic<\/h1><\/div><div>How to add and remove Nintex Live actions in Nintex Workflow for SharePoint 2010 or 2013.<\/div><p>\u00a0<\/p><div><h1>Instructions<\/h1><\/div><div>In the\u00a0<a href=\"http:\/\/help.nintex.com\/en-US\/nintex2013\/help\/Workflow\/RootCategory\/2013\/Nintex.Workflow.LiveCatalogSettings.htm\" rel=\"noopener noreferrer\" target=\"_blank\">Nintex Live Catalog<\/a>, the administrator \/ workflow designer can select the services to be made available as workflow actions in the workflow toolbox.<h3>Adding a Service in the Workflow Action Toolbox<\/h3><ol><li>In the workflow designer, click on the\u00a0Catalog\u00a0button in the Ribbon.<\/li>\t<li>In the Catalog, select the service to add to the toolbox by clicking the\u00a0Add\u00a0button.<\/li>\t<li>Click\u00a0OK\u00a0to add the selected pending\u00a0service(s) to the toolbox.<\/li><\/ol>The service will now be available in the workflow toolbox.<ul><li>A new Category is created in the workflow toolbox. By default all services are added to the Nintex Live category.<\/li>\t<li>The service is available and presented as a workflow action which can be used when designing workflows.<\/li>\t<li>Drag and drop the workflow action onto the designer canvas and configure as per normal Nintex Workflow\u00a0actions.<\/li><\/ul><h3>Removing a Service From the Workflow Action Toolbox<\/h3><ol><li>In the workflow designer, click on the\u00a0Catalog\u00a0button in the Ribbon.<\/li>\t<li>In the Catalog, select the service to\u00a0remove\u00a0from the toolbox by clicking the\u00a0Remove\u00a0button.\u00a0<\/li>\t<li>Click\u00a0OK\u00a0to\u00a0remove the selected service(s)\u00a0from the toolbox.<\/li><\/ol>The service will no longer be available in the workflow toolbox.<p><strong>Notes<\/strong>:<\/p><ul><li>Removing the service does not delete the service from the list of available workflow actions that are displayed in the\u00a0Manage allowed action\u00a0settings page.<\/li>\t<li>If Nintex Live is unavailable and there is a service action on the design canvas, a warning will be displayed below the Ribbon.<\/li><\/ul><p>\u00a0<\/p><\/div><p>\u00a0<\/p>","categoryName":"Nintex for SharePoint","categoryId":"39","contentType":"article","featuredImage":"","likes":0,"views":20,"votes":0,"replyCount":0,"publishedAt":"2022-02-15T11:19:06+01:00","lastActivityAt":"2022-02-15T11:19:06+01:00","lastContributor":{"id":"7901","username":"butlerj","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/1225i4B54E8BB77826F56.jpg"},"lastPostId":0,"author":{"id":"7901","username":"butlerj","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/1225i4B54E8BB77826F56.jpg"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/nintex-for-sharepoint-39","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-for-sharepoint-39\/how-to-expose-nintex-mobile-through-your-firewall-27137"},"id":"1948","publicId":"27137","title":"How to expose Nintex Mobile through your firewall","content":"<div><div><h6>QUESTION<\/h6>In this article we explain how Nintex Mobile communicates to a Nintex Forms for SharePoint installation. If your SharePoint environment is not accessible outside your private network and you want to enable external access for Nintex Mobile, please consider the following information when identifying the best approach for your organization e.g. tunneling access through your firewall or creating a VPN.<\/div><\/div><div><div><h6>ANSWER<\/h6><strong>Service Endpoints<\/strong><br \/>Nintex Forms for SharePoint ships with two service endpoints that can be used by Nintex Mobile.\u00a0 The endpoints provide identical functionality, with only one difference: one endpoint has been designed to operate in a Forms-based Authentication (FBA) SharePoint environment.\u00a0 For more information on enabling FBA support, please see the Nintex Mobile help files.<p>\u00a0<\/p>The following table lists the different service endpoints:<br \/>\u00a0<table><tbody><tr><td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\"><strong>Friendly Name<\/strong><\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\"><strong>Location<\/strong><\/td>\t\t<\/tr><tr><td colspan=\"1\" rowspan=\"1\" style=\"background-color:#dddbda;\"><strong>Windows Authentication Service<\/strong><\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#dddbda;\"><a href=\"https:\/\/community.nintex.com\/external-link.jspa?url=https%3A%2F%2F\" rel=\"nofollow noopener noreferrer\" target=\"_self\">https:\/\/<\/a>{server}\/_vti_bin\/NintexFormsServices\/NfMobileAppService.svc<\/td>\t\t<\/tr><tr><td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\"><strong>Forms Based Authentication Service<\/strong><\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\"><a href=\"https:\/\/community.nintex.com\/external-link.jspa?url=https%3A%2F%2F\" rel=\"nofollow noopener noreferrer\" target=\"_self\">https:\/\/<\/a>{server}\/_vti_bin\/NintexMobile\/FBA\/NfMobileFbaAppService.svc<\/td>\t\t<\/tr><\/tbody><\/table>\u00a0<br \/>NOTE: Before you can use the FBA endpoint, you must ensure that you have already configured FBA in your SharePoint environment.\u00a0<br \/>\u00a0<br \/><strong>API Endpoints<\/strong><br \/>API endpoints are the individual calls made by Nintex Mobile through the service endpoint to send and receive data.<br \/>The following table lists the API endpoints called by Nintex Mobile:<br \/>\u00a0<table><tbody><tr><td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\"><strong>Friendly Name<\/strong><\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\"><strong>Location<\/strong><\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\"><strong>HTTP Method<\/strong><\/td>\t\t<\/tr><tr><td colspan=\"1\" rowspan=\"1\" style=\"background-color:#dddbda;\"><strong>Get Forms<\/strong><\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#dddbda;\"><a href=\"https:\/\/community.nintex.com\/external-link.jspa?url=https%3A%2F%2F\" rel=\"nofollow noopener noreferrer\" target=\"_self\">https:\/\/<\/a>{server}\/{service-endpoint}\/forms<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#dddbda;\">GET<\/td>\t\t<\/tr><tr><td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\"><strong>Get Form Definition<\/strong><\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\"><a href=\"https:\/\/community.nintex.com\/external-link.jspa?url=https%3A%2F%2F\" rel=\"nofollow noopener noreferrer\" target=\"_self\">https:\/\/<\/a>{server}\/{service-endpoint}\/forms\/{id}<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\">GET<\/td>\t\t<\/tr><tr><td colspan=\"1\" rowspan=\"1\" style=\"background-color:#dddbda;\"><strong>Get Tasks<\/strong><\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#dddbda;\"><a href=\"https:\/\/community.nintex.com\/external-link.jspa?url=https%3A%2F%2F\" rel=\"nofollow noopener noreferrer\" target=\"_self\">https:\/\/<\/a>{server}\/{service-endpoint}\/tasks<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#dddbda;\">GET<\/td>\t\t<\/tr><tr><td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\"><strong>Get Tasks Attachments<\/strong><\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\"><a href=\"https:\/\/community.nintex.com\/external-link.jspa?url=https%3A%2F%2F\" rel=\"nofollow noopener noreferrer\" target=\"_self\">https:\/\/<\/a>{server}\/{service-endpoint}\/tasks\/attachments<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\">GET<\/td>\t\t<\/tr><tr><td colspan=\"1\" rowspan=\"1\" style=\"background-color:#dddbda;\"><strong>Get Task Definition<\/strong><\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#dddbda;\"><a href=\"https:\/\/community.nintex.com\/external-link.jspa?url=https%3A%2F%2F\" rel=\"nofollow noopener noreferrer\" target=\"_self\">https:\/\/<\/a>{server}\/{service-endpoint}\/tasks\/{id}<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#dddbda;\">GET<\/td>\t\t<\/tr><tr><td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\"><strong>Forms\/Task Icons<\/strong><\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\"><a href=\"https:\/\/community.nintex.com\/external-link.jspa?url=https%3A%2F%2F\" rel=\"nofollow noopener noreferrer\" target=\"_self\">https:\/\/<\/a>{server}\/{service-endpoint}\/Resource{id}<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\">GET<\/td>\t\t<\/tr><tr><td colspan=\"1\" rowspan=\"1\" style=\"background-color:#dddbda;\"><strong>List Lookup Data<\/strong><\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#dddbda;\"><a href=\"https:\/\/community.nintex.com\/external-link.jspa?url=https%3A%2F%2F\" rel=\"nofollow noopener noreferrer\" target=\"_self\">https:\/\/<\/a>{server}\/{service-endpoint}\/RefData?id={id}<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#dddbda;\">GET<\/td>\t\t<\/tr><tr><td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\"><strong>People Picker Search<\/strong><\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\"><a href=\"https:\/\/community.nintex.com\/external-link.jspa?url=https%3A%2F%2F\" rel=\"nofollow noopener noreferrer\" target=\"_self\">https:\/\/<\/a>{server}\/{service-endpoint}\/SearchEntities\/{search}<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\">GET<\/td>\t\t<\/tr><tr><td colspan=\"1\" rowspan=\"1\" style=\"background-color:#dddbda;\"><strong>Form Submission<\/strong><\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#dddbda;\"><a href=\"https:\/\/community.nintex.com\/external-link.jspa?url=https%3A%2F%2F\" rel=\"nofollow noopener noreferrer\" target=\"_self\">https:\/\/<\/a>{server}\/{service-endpoint}\/forms\/{id}<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#dddbda;\">POST<\/td>\t\t<\/tr><tr><td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\"><strong>Task Submission<\/strong><\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\"><a href=\"https:\/\/community.nintex.com\/external-link.jspa?url=https%3A%2F%2F\" rel=\"nofollow noopener noreferrer\" target=\"_self\">https:\/\/<\/a>{server}\/{service-endpoint}task\/{id}<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\">POST<\/td>\t\t<\/tr><\/tbody><\/table>\u00a0<br \/><strong>User Agent<\/strong><br \/>When Nintex Mobile communicates to your SharePoint environment, it uses the following user agent values:<table><tbody><tr><td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\"><strong>Platform<\/strong><\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\"><strong>Device Type<\/strong><\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\"><strong>User Agent<\/strong><\/td>\t\t<\/tr><tr><td colspan=\"1\" rowspan=\"2\" style=\"background-color:#dddbda;\"><strong>Android<\/strong><\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#dddbda;\">Phone<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#dddbda;\">nintex-mobile-ap<\/td>\t\t<\/tr><tr><td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\">Tablet<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\">nintex-tablet-at<\/td>\t\t<\/tr><tr><td colspan=\"1\" rowspan=\"2\" style=\"background-color:#dddbda;\"><strong>iOS<\/strong><\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#dddbda;\">Phone<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#dddbda;\">nintex-mobile-iphone<\/td>\t\t<\/tr><tr><td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\">Tablet<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\">nintex-table-ipad<\/td>\t\t<\/tr><tr><td colspan=\"1\" rowspan=\"2\" style=\"background-color:#dddbda;\"><strong>Windows<\/strong><\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#dddbda;\">Mobile<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#dddbda;\">nintex-mobile-wp<\/td>\t\t<\/tr><tr><td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\">PC<\/td>\t\t\t<td colspan=\"1\" rowspan=\"1\" style=\"background-color:#ffffff;\">nintex-tablet-win<\/td>\t\t<\/tr><\/tbody><\/table><\/div><\/div><div><div><h6>ADDITIONAL INFORMATION<\/h6>Outside the documented endpoints that Nintex Mobile communications with, Nintex Mobile will make direct calls to external servers for the following controls:<ul><li>Image<\/li>\t<li>Page Viewer<\/li><\/ul>This behavior is by design and is a function of the controls.<p>\u00a0<\/p>NOTE: In this article all we have prefixed all URLs with HTTPS.\u00a0 While Nintex recommends that all communication between Nintex Mobile and your SharePoint environment occurs over a secure channel, it is not a requirement.<\/div><\/div><div><div><h6>RELATED LINKS<\/h6><\/div><\/div>","categoryName":"Nintex for SharePoint","categoryId":"39","contentType":"article","featuredImage":"","likes":0,"views":80,"votes":0,"replyCount":0,"publishedAt":"2022-02-15T11:19:06+01:00","lastActivityAt":"2022-02-15T11:19:06+01:00","lastContributor":{"id":"7901","username":"butlerj","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/1225i4B54E8BB77826F56.jpg"},"lastPostId":0,"author":{"id":"7901","username":"butlerj","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/1225i4B54E8BB77826F56.jpg"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false}],"40":[{"categoryUrl":"https:\/\/community.nintex.com\/nintex-for-office-365-40","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-for-office-365-40\/create-a-three-tier-cascading-menu-61060"},"id":"50542","publicId":"61060","title":"Create a three-tier cascading menu","content":"<p>Hi,<br \/><br \/>A few recent posts have asked about having multiple filtering for lookup form controls. I have been with Nintex for over 10 years, and this has been a request from day one. The reason that it was never implemented is because this functionality can be achieved with the current technology. The key to achieving more than two cascading dropdowns is the setup of the lookup lists. There is no limit on the number of cascades.\u00a0<br \/><br \/>In this example, I will have 3 cascades based on vehicle selection.<br \/>Users will first choose the Make of the vehicle.<br \/>The second cascade will then display the relevant Models based on the Make.<br \/>The third\u00a0cascade will then have the trim levels based on the Model chosen.<br \/><br \/>To start off with, create 4 lists.\u00a03\u00a0lists will be for your lookups, and one list will be where your form is created and data collected.<br \/><br \/><strong>Lists setup.<\/strong><br \/>List A has the Makes. It contains one Single\u00a0lines of text column.<br \/>\u00a0<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/6ca27ecf-909a-4fa6-9eef-da0a694ba1c3.gif\" \/><\/figure><p>List B has the Models in a SIngle lines of text column and a lookup to List A to display the Title column, which contains the Makes.<br \/>\u00a0<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/dee7ffd4-2112-4589-8c76-eba71226af70.gif\" \/><\/figure><p>List C has a Single lines of text column containing each Model's trim levels. The Model Column looks up the Title column on List B.<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d3771bd7-5cce-4239-94f8-606abeec2311.gif\" \/><\/figure><p><br \/>I have created a New Responsive form on my cars list.<br \/>It has three lookup controls called Make, Model, and Trim Level<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/ca80adfa-3cb5-4028-8913-3cda20946ad6.gif\" \/><\/figure><p><br \/>The Make lookup control\u00a0is configured to lookup\u00a0List A with no filtering.<br \/>\u00a0<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/d38ccb83-a29b-4bdd-9b81-5845d0e41989.gif\" \/><\/figure><p>\u00a0<\/p><p>The Model Lookup control\u00a0is configured to lookup the Title column on List B and is filtered by the Make chosen in the Make form control.<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/05e36441-b12d-43bb-ab26-80451df6dcbb.gif\" \/><\/figure><p>The Trim Level\u00a0Lookup control\u00a0is configured to lookup the Title column on List C\u00a0and is filtered by the Model\u00a0chosen in the Model\u00a0form control.<br \/>\u00a0<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/29e6df11-ff02-4f0f-9247-12b21fe324c9.gif\" \/><\/figure><p><br \/><strong>Result:<\/strong><br \/>With this configuration, when a make is chosen only the models relating to the make are displayed in the make lookup control. When a Model is chosen, only the relevant trim levels are displayed in the trim level lookup control.<br \/><br \/>I have attached the list templates and form export.<\/p>","categoryName":"Nintex for Office 365","categoryId":"40","contentType":"conversation","featuredImage":"","likes":1,"views":97,"votes":0,"replyCount":0,"publishedAt":"2024-02-14T01:31:18+01:00","lastActivityAt":"2024-02-14T01:31:18+01:00","lastContributor":{"id":"528","username":"SimonMuntz","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/4325dc0b-8f96-42f9-9f98-827bc3dffb08.png"},"lastPostId":0,"author":{"id":"528","username":"SimonMuntz","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/4325dc0b-8f96-42f9-9f98-827bc3dffb08.png"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/nintex-for-office-365-40","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-for-office-365-40\/update-multiple-value-of-person-or-group-data-type-column-with-empty-value-in-nintex-workflow-for-office-365-26973"},"id":"2137","publicId":"26973","title":"Update multiple value of Person or Group data type column with empty value in Nintex Workflow for Office 365","content":"<div><div><h6>TOPIC<\/h6>How to update the list column with data type Person or Group (allow multiple value) with an empty value using Nintex Workflow for Office 365.\u00a0<\/div><\/div><div><div><h6>INSTRUCTIONS<\/h6><ol><li>Open a Nintex Worklfow for Office 365 designer.\u00a0<\/li>\t<li>Create a variable with Collection type.<\/li>\t<li>Drag and drop \"Set Workflow Variable\" action.\u00a0onfigured the action to set Collection variable (created in step 1) with value as below\t<ul><li>Equals : List Lookup<\/li>\t\t<li>Source : Current Item<\/li>\t\t<li>Field\u00a0: &lt;Column List of Person or Group&gt;.\u00a0<strong>Note: Choose the list column of Person or Group (allow multiple value) that need to be updated.\u00a0<\/strong><\/li>\t<\/ul><\/li>\t<li>Drag and drop \"Clear Collection\" action. Configured the action to clear the Collection variable (created in step 1).<\/li>\t<li>Drag and drop \"Update List Item\" action to update the desired Person or Group (allow multiple value) column list by set the value with the collection variable (created in step 1).\u00a0<\/li>\t<li>Publish the workflow.\u00a0<\/li><\/ol><\/div><\/div><div><div><h6>ADDITIONAL INFORMATION<\/h6><\/div><\/div><div><div><h6>RELATED LINKS<\/h6><\/div><\/div>","categoryName":"Nintex for Office 365","categoryId":"40","contentType":"article","featuredImage":"","likes":0,"views":104,"votes":0,"replyCount":0,"publishedAt":"2022-02-15T11:32:05+01:00","lastActivityAt":"2022-02-15T11:32:05+01:00","lastContributor":{"id":"7901","username":"butlerj","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/1225i4B54E8BB77826F56.jpg"},"lastPostId":0,"author":{"id":"7901","username":"butlerj","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/1225i4B54E8BB77826F56.jpg"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/nintex-for-office-365-40","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-for-office-365-40\/use-the-form-upgrade-tool-nintex-for-office-365-62273"},"id":"50683","publicId":"62273","title":"Use the form upgrade tool - Nintex for Office 365","content":"<p><strong>Feature:<\/strong><\/p><p>You can upgrade Classic and Old responsive forms to\u00a0New Responsive\u00a0forms. When a Classic or Responsive form is ready to be upgraded, a message is displayed in the forms designer when you open the form. After a form is upgraded, a new draft of a New responsive form with the same content type is created.<br \/><br \/>The following video demonstrates upgrading a classic form to a new responsive form.<br \/>\u00a0<\/p><oembed url=\"https:\/\/player.vimeo.com\/video\/958051147\"><\/oembed><p>\u00a0<\/p>","categoryName":"Nintex for Office 365","categoryId":"40","contentType":"conversation","featuredImage":"","likes":0,"views":95,"votes":0,"replyCount":0,"publishedAt":"2024-06-19T23:39:57+00:00","lastActivityAt":"2024-06-19T23:39:57+00:00","lastContributor":{"id":"528","username":"SimonMuntz","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/4325dc0b-8f96-42f9-9f98-827bc3dffb08.png"},"lastPostId":0,"author":{"id":"528","username":"SimonMuntz","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/4325dc0b-8f96-42f9-9f98-827bc3dffb08.png"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/nintex-for-office-365-40","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-for-office-365-40\/how-to-use-the-page-viewer-control-in-o365-nintex-forms-to-display-documents-dynamically-59625"},"id":"9038","publicId":"59625","title":"How to use the page viewer control in O365 Nintex Forms to display documents dynamically.","content":" <h2><strong>Problem<\/strong><\/h2><p>You have a business requirement to display documents in the page viewer control on a Nintex O365 Form to display runtime 'dynamic' values, meaning reading live inputs from the form as the user is changing the control's values.<\/p><p><\/p>The following steps detail how to display the document either by using a hard-coded URL from the document library or by using a dynamic URL.<p> <\/p><h2><strong>Solution<\/strong><\/h2><p>The best way to know if a control supports this type of dynamic value reference is to put focus on the property and look at the Insert Reference options. If you have the option to insert Inline Functions this means that the property will only read the dynamic value when the form is first loading. When you see Inline Functions you will NOT see Named Controls.<\/p><p><\/p>Another control like the Calculated Control that does support dynamic references will show Runtime Functions and Named Controls, and will NOT show Inline Functions. I have provided screenshots below showing this.<p><\/p>Page Viewer Control Settings:<p><\/p>The Source URL will be populated with the value of the Title column and not the value from the Title control.<p><\/p>Calculated Control SettingsThe Formula will be populated with the value of the Title control and be updated whenever the control's value is updated.","categoryName":"Nintex for Office 365","categoryId":"40","contentType":"article","featuredImage":"","likes":0,"views":51,"votes":0,"replyCount":0,"publishedAt":"2023-07-24T17:59:31+02:00","lastActivityAt":"2023-07-24T17:59:31+02:00","lastContributor":{"id":"20845","username":"Dumi","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/10102i726823AE60995127.jpg"},"lastPostId":0,"author":{"id":"20845","username":"Dumi","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/10102i726823AE60995127.jpg"},"sticky":false,"publicLabel":"Knowledge Base","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/nintex-for-office-365-40","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-for-office-365-40\/setting-up-error-alerts-on-nintex-workflows-on-office-365-27013"},"id":"2177","publicId":"27013","title":"Setting up Error Alerts on Nintex Workflows on Office 365","content":"<div><h1>Topic<\/h1><\/div><div>How to setup Nintex Workflow error alerts on SharePoint Online.<\/div><p>\u00a0<\/p><div><h1>Instructions<\/h1><\/div><div>This is a\u00a0 workaround that can assist you in setting up\u00a0workflow error notifications on Nintex Workflow for Office 365 whenever a workflow gets Suspended.<br \/><br \/>Full steps and video in the following Nintex Community link:<br \/><a href=\"https:\/\/community.nintex.com\/docs\/DOC-6580-parsing-nintex-forms-repeating-section-solution-o365\" rel=\"noopener noreferrer\" target=\"_self\">https:\/\/community.nintex.com\/docs\/DOC-6580-parsing-nintex-forms-repeating-section-solution-o365<\/a><br \/><br \/>\u00a0<\/div><p>\u00a0<\/p><div><h1>Related Links<\/h1><\/div><div><a href=\"https:\/\/community.nintex.com\/docs\/DOC-6580-parsing-nintex-forms-repeating-section-solution-o365\" rel=\"noopener noreferrer\" target=\"_self\">https:\/\/community.nintex.com\/docs\/DOC-6580-parsing-nintex-forms-repeating-section-solution-o365<\/a><br \/>\u00a0<\/div><p>\u00a0<\/p>","categoryName":"Nintex for Office 365","categoryId":"40","contentType":"article","featuredImage":"","likes":0,"views":20,"votes":0,"replyCount":0,"publishedAt":"2022-02-15T11:32:05+01:00","lastActivityAt":"2022-02-15T11:32:05+01:00","lastContributor":{"id":"2","username":"CommunityAdmin","avatar":""},"lastPostId":0,"author":{"id":"2","username":"CommunityAdmin","avatar":""},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false}],"72":[{"categoryUrl":"https:\/\/community.nintex.com\/upgrade-to-nintex-automation-cloud-72","topicUrl":{"destination":"https:\/\/community.nintex.com\/upgrade-to-nintex-automation-cloud-72\/the-importance-of-using-test-environments-for-migrations-72786"},"id":"9794","publicId":"72786","title":"The Importance of Using Test Environments for Migrations","content":"<p>Migrating from Nintex on-premises and Nintex for Office 365 to Nintex Automation Cloud (formerly known as Nintex Workflow Cloud) can be a transformative process for businesses. However, it is not without risks. A structured approach using test environments is essential for a successful and seamless migration. This article explores the critical reasons for leveraging a development testing site in SharePoint and offers key insights into ensuring a smooth transition.\u00a0<\/p><p><strong>The Risks of Making Changes Directly in Production\u00a0<\/strong><\/p><p>One of the most significant risks during migration is making changes directly in the production environment. Production systems are the lifeblood of daily operations, and any disruption can have wide-reaching consequences, including:\u00a0<\/p><ul><li>\t<p><strong>System Downtime:<\/strong> Errors introduced during migration can render workflows or forms inoperable, causing delays in business processes.\u00a0<\/p>\t<\/li><\/ul><ul><li>\t<p><strong>Data Loss or Corruption:<\/strong> Without proper testing, workflows may behave unpredictably, risking the integrity of business-critical data.\u00a0<\/p>\t<\/li><\/ul><ul><li>\t<p><strong>End-User Frustration:<\/strong> Issues in production can lead to interruptions for end users, impacting overall productivity and trust in the migration process.\u00a0<\/p>\t<\/li><\/ul><p>By testing changes in a dedicated environment, organizations can identify and resolve issues before they impact the live system.\u00a0<\/p><p><strong>Preventing Unwanted Emails to Business Users\u00a0<\/strong><\/p><p>During migration testing, workflows may inadvertently send emails to business users, causing confusion or unnecessary distractions. A test environment ensures that any email notifications are contained and can be routed to designated testers rather than actual end users. This prevents unintentional disruptions and protects the organization\u2019s professional image.\u00a0<\/p><p><strong>The Importance of End-to-End Testing\u00a0<\/strong><\/p><p>End-to-end testing is crucial for verifying that migrated workflows and forms operate correctly within the new environment. This includes:\u00a0<\/p><ul><li>\t<p><strong>Validating Workflow Functionality:<\/strong> Ensuring all actions and forms work as intended.\u00a0<\/p>\t<\/li><\/ul><ul><li>\t<p><strong>Testing Data Flows:<\/strong> Verifying that data inputs and outputs remain consistent and accurate.\u00a0<\/p>\t<\/li><\/ul><ul><li>\t<p><strong>Checking System Integrations:<\/strong> Confirming that APIs, custom scripts, and external systems seamlessly integrate or have workarounds post-migration.\u00a0<\/p>\t<\/li><\/ul><p>Without comprehensive testing, organizations risk overlooking critical issues that may only become apparent after go-live.\u00a0<\/p><p><strong>Ensuring Parity Between Test and Production Environments\u00a0<\/strong><\/p><p>For a SharePoint test environment to be effective, it must closely replicate the production SharePoint environment. This includes:\u00a0<\/p><ul><li>\t<p><strong>Matching Lists and Libraries:<\/strong> Ensuring all SharePoint lists and libraries in the test environment mirror the production setup, including names, structures (such as content types, columns, views and SharePoint Groups), and permissions.\u00a0<\/p>\t<\/li><\/ul><ul><li>\t<p><strong>Simulating Realistic Data:<\/strong> Populating the test site with sample data that closely resembles actual business data to better emulate real-world scenarios.\u00a0<\/p>\t<\/li><\/ul><ul><li>\t<p><strong>Replicating User Roles:<\/strong> Configuring user permissions and roles to match those in production for accurate testing of workflows and forms.\u00a0<\/p>\t<\/li><\/ul><p>A parity-focused approach simplifies the transition between environments, reducing the likelihood of surprises during the final migration.\u00a0<\/p><p><strong>Additional Benefits of Using Test Environments<\/strong>\u00a0<\/p><ol start=\"1\"><li>\t<p><strong>Data Integrity and Validation:<\/strong> Testing ensures that workflows, forms, and data remain consistent and functional post-migration.\u00a0<\/p>\t<\/li><\/ol><ol start=\"2\"><li>\t<p><strong>Minimizing Downtime:<\/strong> Identifying and resolving performance bottlenecks in the test environment helps reduce or eliminate downtime during the production rollout.\u00a0<\/p>\t<\/li><\/ol><ol start=\"3\"><li>\t<p><strong>Compliance and Security Testing:<\/strong> Test environments provide a safe space to verify compliance with data protection regulations and ensure security protocols remain intact.\u00a0<\/p>\t<\/li><\/ol><ol start=\"4\"><li>\t<p><strong>User Acceptance Testing (UAT):<\/strong> Involving end users in the testing phase allows for valuable feedback and ensures the migrated system meets business requirements.\u00a0<\/p>\t<\/li><\/ol><ol start=\"5\"><li>\t<p><strong>Rollback and Recovery Testing:<\/strong> Testing environments enable organizations to simulate failures, ensuring rollback and recovery plans are robust and effective.\u00a0<\/p>\t<\/li><\/ol><ol start=\"6\"><li>\t<p><strong>Training and Documentation:<\/strong> A test site can serve as a training ground for users and a basis for updating documentation before migrating the live system.\u00a0<\/p>\t<\/li><\/ol><ol start=\"7\"><li>\t<p><strong>Scaling Considerations:<\/strong> Evaluating the scalability of workflows in the test environment ensures the new system can handle future growth.\u00a0<\/p>\t<\/li><\/ol><ol start=\"8\"><li>\t<p><strong>Data Migration Tools:<\/strong> Tools like SharePoint Migration Tool or third-party solutions may introduce unique migration behaviors or limitations. Testing these tools in the dev environment ensures smoother operations.\u00a0<\/p>\t<\/li><\/ol><p><strong>Conclusion<\/strong><\/p><p>A well-structured test environment is an indispensable part of the migration process to Nintex Automation Cloud. By addressing potential risks, ensuring system parity, and conducting thorough testing, organizations can achieve a smooth transition while safeguarding business operations. Embracing a test-first approach minimizes disruption, builds confidence in the migration process, and sets the stage for long-term success in the cloud.\u00a0<\/p><p>\u00a0<\/p>","categoryName":"Upgrade to Nintex Automation Cloud","categoryId":"72","contentType":"article","featuredImage":"","likes":0,"views":21,"votes":0,"replyCount":0,"publishedAt":"2025-01-28T13:17:58+00:00","lastActivityAt":"2025-01-28T13:17:58+00:00","lastContributor":{"id":"50371","username":"Prineel_V3","avatar":""},"lastPostId":0,"author":{"id":"50371","username":"Prineel_V3","avatar":""},"sticky":false,"publicLabel":"KNOWLEDGE BASE","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/upgrade-to-nintex-automation-cloud-72","topicUrl":{"destination":"https:\/\/community.nintex.com\/upgrade-to-nintex-automation-cloud-72\/using-service-accounts-for-connections-in-nintex-automation-cloud-72785"},"id":"9793","publicId":"72785","title":"Using Service Accounts for Connections in Nintex Automation Cloud","content":"<p>Service accounts are a critical component in ensuring the stability and reliability of workflows in Nintex Automation Cloud. These accounts provide consistency, minimize disruptions, and simplify long-term workflow management. This guide outlines how to use service accounts effectively for connections and provides practical steps to configure them for your workflows.\u00a0<\/p><p><strong>What Are Service Accounts and Why Are They Important?\u00a0<\/strong><\/p><p>A service account is a dedicated account created specifically for system tasks such as setting up connections and managing workflows. Unlike personal accounts, service accounts are not tied to specific users and are designed for operational continuity.\u00a0<\/p><p><strong>Benefits of Service Accounts\u00a0<\/strong><\/p><ol start=\"1\"><li>\t<p><strong>Stability:<\/strong> Workflows remain unaffected by personnel changes, as service accounts are not linked to individual users.\u00a0<\/p>\t<\/li><\/ol><ol start=\"2\"><li>\t<p><strong>Defined Purpose:<\/strong> Service accounts are used exclusively for managing workflows, reducing accidental misuse.\u00a0<\/p>\t<\/li><\/ol><ol start=\"3\"><li>\t<p><strong>Reduced Downtime:<\/strong> Workflows are not disrupted due to account deactivations or role changes.\u00a0<\/p>\t<\/li><\/ol><ol start=\"4\"><li>\t<p><strong>Ease of Maintenance:<\/strong> Centralized management of service accounts simplifies workflow oversight and reduces administrative overhead.\u00a0<\/p>\t<\/li><\/ol><p><strong>How to Use Service Accounts for Workflow Connections\u00a0<\/strong><\/p><p>To maximize workflow efficiency, service accounts should be used for both start events and actions in <strong>Nintex Automation Cloud<\/strong> workflows. Here\u2019s how you can set them up:\u00a0<\/p><p><strong>Assign Separate Connections\u00a0<\/strong><\/p><ul><li>\t<p><strong>Start Events:<\/strong> Use one service account to configure connections for start events, such as when an item is created or updated.\u00a0<\/p>\t<\/li><\/ul><ul><li>\t<p><strong>Actions:<\/strong> Use a different service account to configure connections for workflow actions, such as updating items or sending notifications.\u00a0<\/p>\t<\/li><\/ul><ul><li>\t<p><strong>Reason:<\/strong> This separation prevents actions within the workflow from retriggering the start event, thereby avoiding infinite loops. <em>Read more about infinite loops <\/em><a href=\"https:\/\/community.nintex.com\/upgrade-to-nintex-automation-cloud-72\/infinite-loop-guardrail-72732\" rel=\"noreferrer noopener\"><u><em>here<\/em><\/u><\/a><em>.<\/em>\u00a0<\/p>\t<\/li><\/ul><p><strong>Configure Start Event Conditions\u00a0<\/strong><\/p><p>Add a condition to the start event to ignore updates made by the service account used for workflow actions.\u00a0<\/p><ul><li>\t<p><strong>Example:<\/strong> If Service Account 2 is used for the \"Update item\" action, ensure the start event ignores changes made by this account. See the following screenshot:\u00a0<\/p>\t<\/li><\/ul><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/0c98c86f-ed94-45fa-9a94-dd4ca388869f.png\" \/><\/figure><p>\u00a0<\/p><p><strong>Grant Appropriate Permissions\u00a0<\/strong><\/p><p>Ensure the service accounts have <strong>admin rights<\/strong> on all relevant SharePoint sites or data sources.\u00a0<\/p><ul><li>\t<p><strong>Why:<\/strong> Without the necessary permissions, workflows may encounter errors when accessing or modifying items.\u00a0<\/p>\t<\/li><\/ul><ul><li>\t<p><strong>Best Practice: <\/strong>Verify permissions during the initial setup to avoid issues later.\u00a0<\/p>\t<\/li><\/ul><p><strong>Example: Configuring Service Accounts\u00a0<br \/>Scenario:\u00a0<\/strong><\/p><p>You have a workflow that starts when an item in a SharePoint Online list is updated. The workflow processes the item and updates its status.\u00a0<\/p><p><strong>Steps to Configure:\u00a0<\/strong><\/p><ol start=\"1\"><li>\t<p><strong>Set Up Connections:\u00a0<\/strong><\/p>\t<ul><li>\t\t<p>Use <strong>Service Account 1<\/strong> for the connection assigned to the workflow\u2019s start event.\u00a0<\/p>\t\t<\/li>\t\t<li>\t\t<p>Use <strong>Service Account 2<\/strong> for the connection assigned to the \"Update item\" action.\u00a0<\/p>\t\t<\/li>\t<\/ul><\/li>\t<li>\t<p><strong>Prevent Retriggering:\u00a0<\/strong><\/p>\t<ul><li>\t\t<p>Add a condition to the start event to ignore updates made by Service Account 2.\u00a0<\/p>\t\t<\/li>\t<\/ul><\/li><\/ol><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/362ff58e-2c9e-4f02-8695-0d3165433ba4.png\" \/><\/figure><ol start=\"3\"><li>\t<p><strong>Verify Permissions:\u00a0<\/strong><\/p>\t<ul><li>\t\t<p>Ensure both service accounts have admin rights on the SharePoint site where the list resides.\u00a0<\/p>\t\t<\/li>\t<\/ul><\/li><\/ol><p>Using service accounts for connections in <strong>Nintex Automation Cloud<\/strong> is an essential best practice for creating stable and efficient workflows. By assigning separate service accounts for start events and actions, adding conditions to prevent retriggering, and ensuring proper permissions, you can eliminate common issues like infinite loops and connection failures.\u00a0<\/p><p>Adopting this approach simplifies workflow management and ensures long-term reliability, even in dynamic organizational environments.\u00a0<\/p><p>\u00a0<\/p>","categoryName":"Upgrade to Nintex Automation Cloud","categoryId":"72","contentType":"article","featuredImage":"","likes":0,"views":39,"votes":0,"replyCount":0,"publishedAt":"2025-01-28T12:53:42+00:00","lastActivityAt":"2025-01-28T12:53:42+00:00","lastContributor":{"id":"58897","username":"Puseletso_M","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/a67f0133-2031-409c-af07-3a398248f558.png"},"lastPostId":0,"author":{"id":"58897","username":"Puseletso_M","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/a67f0133-2031-409c-af07-3a398248f558.png"},"sticky":false,"publicLabel":"KNOWLEGDE BASE","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/upgrade-to-nintex-automation-cloud-72","topicUrl":{"destination":"https:\/\/community.nintex.com\/upgrade-to-nintex-automation-cloud-72\/activating-nintex-automation-cloud-upgrade-tooling-72783"},"id":"9792","publicId":"72783","title":"Activating Nintex Automation Cloud Upgrade Tooling","content":"<p>Prior to activating Migration tooling for Nintex Automation Cloud, you must have a Nintex Automation Cloud Tenant.\u00a0<\/p><p><strong>On-Prem Tooling Activation\u00a0<\/strong><\/p><p>To activate On-Prem to Nintex Automation Cloud tooling reach out to the Account Manager or Customer Success Manager for the account and provide the Nintex Automation Cloud Tenant ID to activate the tooling on.\u00a0 This can be found by navigating to the Tenant and User Details section of the settings page in Nintex Automation Cloud.\u00a0<\/p><p>After activation, the option for the Upgrade Center on Workflow Inventory page should show in the Nintex Automation Cloud tenant:\u00a0<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/27be9e71-bf0f-4447-b062-35a3e0627566.png\" \/><\/figure><p><strong>O365 Tooling Activation\u00a0<\/strong><\/p><p>To activate the tooling for Nintex Workflow for O365 to Nintex Automation Cloud tooling, log in to Customer Central and navigate to the Upgrade Center page.\u00a0 Once there click on the <strong>Schedule Upgrade<\/strong> button:\u00a0<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/6ef8d378-1e57-4060-a3ef-e4dc9fe671e6.jpg\" \/><\/figure><p>\u00a0<\/p><p>\u00a0Fill out the form and toggle the <strong>activate your upgrade tooling now <\/strong>button to \u2018yes\u2019:\u00a0<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/bed8e469-fed0-4373-bce0-9b218fe10962.png\" \/><\/figure><p>\u00a0<\/p><p>For Step two, check the box that you already have a Nintex Automation Cloud tenant.\u00a0\u00a0\u00a0<\/p><p>In Step 3, provide whether to activate tooling for a site collection or an entire tenant, and provide the Tenant ID and Tenant URL along with the Site ID and Site URL if required.\u00a0<\/p><p>\u00a0<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/64f1c02d-318e-4326-a34b-225562fa925a.png\" \/><\/figure><p>\u00a0<\/p><p>After submitting the form, the upgrade tooling should be activated on the tenant or site.\u00a0 This can be verified by navigating to the site or tenant where the tooling is activated, and accessing the Nintex Workflow for O365 app is installed.\u00a0 A banner saying the \u2018Upgrade Tooling has been activated\u2019 on the workflow inventory page will appear:\u00a0<br \/>\u00a0<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/10f6c541-fd56-4ecc-b423-ed4a0577051c.png\" \/><\/figure><p><br \/>Nintex Automation Cloud also requires a SharePoint Integration be set up for the tooling to function.\u00a0 To set up the integration navigate to the Settings page of Nintex Automation cloud and select SharePoint Integrations.\u00a0 On the SharePoint Integrations page:\u00a0<\/p><ol start=\"1\"><li>\t<p>Select <strong>Add New<\/strong>\u00a0<\/p>\t<\/li>\t<li>\t<p>Select the appropriate SharePoint Online connection\u00a0<\/p>\t<\/li>\t<li>\t<p>Specify the SharePoint Online URL to the site, site collection or tenant as appropriate\u00a0<\/p>\t<\/li>\t<li>\t<p>Select the scope of the SharePoint Online integration\u00a0<\/p>\t<\/li><\/ol><ol start=\"5\"><li>\t<p>Ensure that the option to <strong>allow users to select Nintex Automation for O365<\/strong> check box is selected.\u00a0<\/p>\t<\/li><\/ol><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/68d5771c-19d6-475e-92f2-574ffe3cc988.png\" \/><\/figure><p>After that the upgrade tooling should be enabled for the scope selected.\u00a0<\/p>","categoryName":"Upgrade to Nintex Automation Cloud","categoryId":"72","contentType":"article","featuredImage":"","likes":0,"views":21,"votes":0,"replyCount":0,"publishedAt":"2025-01-28T12:40:55+00:00","lastActivityAt":"2025-01-28T12:40:55+00:00","lastContributor":{"id":"9545","username":"brent_read","avatar":""},"lastPostId":0,"author":{"id":"9545","username":"brent_read","avatar":""},"sticky":false,"publicLabel":"KNOWLEDGE BASE","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/upgrade-to-nintex-automation-cloud-72","topicUrl":{"destination":"https:\/\/community.nintex.com\/upgrade-to-nintex-automation-cloud-72\/migrating-to-nintex-automation-cloud-setting-up-for-success-72766"},"id":"9787","publicId":"72766","title":"Migrating to Nintex Automation Cloud: Setting up for Success","content":"<p>Migrating to Nintex Automation Cloud: Setting up for Success\u00a0<\/p><p>The Cloud Transformation team at Nintex has been assisting clients with their migrations to Nintex Automation Cloud over the past three years. We have supported organizations across a variety of industries, ranging from those with a handful of workflows to those managing thousands. Our clients have transitioned from Nintex for SharePoint, Nintex for O365, or a combination of both, to efficiently upgrade their workflow inventories to Nintex Automation Cloud.\u00a0<\/p><p>In this article, we will outline best practices to ensure a successful migration. Whether you are managing the migration independently or utilizing our Upgrade Center for support, this guide will provide valuable insights on where to begin and how to navigate each phase of the process.\u00a0<\/p><p><strong>Getting Started\u00a0<\/strong><\/p><p>We recommend approaching your migration as a structured project consisting of three distinct phases. This will help you stay organized, allocate the necessary resources, and ensure your workflows are upgraded prior to the deprecation and end-of-life dates for both Nintex for SharePoint and Nintex for O365.\u00a0\u00a0<\/p><p>For more information on these key dates, please reference the article below:\u00a0<\/p><p><oembed url=\"https:\/\/community.nintex.com\/news-18\/important-nintex-workflow-for-o365-end-of-life-product-announcement-60798\"><\/oembed><\/p><p>\u00a0\u00a0<\/p><p><strong>The three key phases of the migration process are:\u00a0<\/strong><\/p><ol><li><strong>Planning &amp; Preparation<\/strong><\/li>\t<li><strong>Execution<\/strong>\u00a0<\/li>\t<li><strong>Close-Out\u00a0<\/strong><\/li><\/ol><p>Each phase involves specific actions and tasks that will guide you through the process, ensuring a seamless transition to Nintex Automation Cloud.\u00a0<\/p><p>\u00a0<\/p><h3><strong>Phase 1: Planning &amp; Preparation<\/strong>\u00a0<\/h3><p><strong>1. Assign Roles and Responsibilities:\u00a0\u00a0<\/strong><\/p><p>Proper role assignment is crucial to maintaining organization and ensuring adequate support throughout the migration. At a minimum, we recommend appointing the following key roles:\u00a0<\/p><ul><li>\t<p><strong>Project Manager:<\/strong> The Project Manager will oversee the migration, ensuring effective collaboration among team members, assigning tasks with clear deadlines, and tracking progress. They will also serve as the primary point of contact for any escalations and will provide regular updates to management regarding progress, challenges, and risks throughout the migration process.\u00a0<\/p>\t<\/li><\/ul><ul><li>\t<p><strong>Technical Lead: <\/strong>The Technical Lead will work closely with the Project Manager to support all technical tasks, such as configuring test\/DEV SharePoint environments, setting up the Nintex Automation Cloud tenant, activating upgrade tools, managing access, and providing any necessary technical assistance.\u00a0<\/p>\t<\/li><\/ul><ul><li>\t<p><strong>Nintex Workflow Experts:<\/strong> The workflow designers\/owners will be essential to supporting the upgrade of workflows and task forms to Nintex Automation Cloud. It is highly recommended to involve team members who are well-versed in Nintex workflows, familiar with their current configurations, and capable of navigating the upgrade tooling effectively. These individuals will play a critical role in managing the workflow transition, including pushing workflows through the upgrade process, reconfiguring actions as necessary, and ensuring that workflows are successfully upgraded and functioning as expected within Nintex Automation Cloud.\u00a0<\/p>\t<\/li><\/ul><ul><li>\t<p><strong>Additional Team Support:<\/strong> Depending on the complexity of your migration, you may require additional support from various teams, including IT, SharePoint administrators, workflow designers, and UAT testers. Be sure to involve the necessary stakeholders at each stage to ensure they are available and prepared to assist with the migration efforts.\u00a0<\/p>\t<\/li><\/ul><p><strong>2. Review your Workflow Inventory:\u00a0\u00a0<\/strong><\/p><p>There are a couple ways to review your exhausted inventory of workflows. <a href=\"https:\/\/analytics.nintexcloud.com\/\" rel=\"noreferrer noopener\"><u>Nintex Analytics<\/u><\/a> is one of the best ways to pull detailed reports of all your active workflows. These reports provide information such as Workflow Name, Workflow ID, action counts, etc. so that you can review your inventory &amp; start to plan what workflows need to be migrated to Nintex Automation Cloud. <em>If you\u2019re unsure if you\u2019re licensed for Nintex Analytics \u2013 please reach out to your dedicated Account Manager for confirmation.\u00a0<\/em>\u00a0<\/p><p>Another way would be to reach out to your Account Manager for support with reviewing your Telemetry data &amp; pulling a report. For O365 customers, we can provide a list of active workflows from the past 12 months, for On-prem customers, a script can be run to provide a list of active workflows from the past 90-days.\u00a0<\/p><p>For a deeper dive into finding your workflow inventory, please refer to our article on <strong><a href=\"https:\/\/community.nintex.com\/upgrade-to-nintex-automation-cloud-72\/using-nintex-insights-kyfw-to-find-your-workflows-72768\">Using Nintex Insights\/KYFW to find your workflows<\/a><em>.<\/em>\u00a0<\/strong><\/p><p>\u00a0<\/p><p><strong>3. Prioritize your workflows for Migration:\u00a0\u00a0<\/strong><\/p><p>There are several ways to determine your workflow prioritization, and this will look different for every customer. To get started, we\u2019ve outlined some important questions to consider.\u00a0<\/p><ul><li>\t<p><strong>Questions to ask:\u00a0<\/strong>\u00a0<\/p>\t<ol><li>\t\t<p><em>Which departments\/sites\/site collections have a higher priority when it comes to migrating?<\/em>\u00a0<\/p>\t\t<\/li>\t\t<li>\t\t<p><em>How many workflows have dependencies, or call component workflows that need to be migrated together?<\/em>\u00a0<\/p>\t\t<\/li>\t\t<li>\t\t<p><em>Which workflows are larger, more complex, will take longer to migrate vs. your smaller workflows that are quick wins?<\/em>\u00a0<\/p>\t\t<\/li>\t\t<li>\t\t<p><em>Clean-up: Which workflows are old, outdated, no longer being utilized by the organization that can be removed from the scope completely?<\/em>\u00a0<\/p>\t\t<\/li>\t<\/ol><\/li><\/ul><p>For a deeper dive into workflow prioritization best practices, please refer to our article on <a href=\"https:\/\/community.nintex.com\/upgrade-to-nintex-automation-cloud-72\/prioritizing-your-workflows-for-migration-to-nintex-automation-cloud-72769\"><strong>Prioritizing Your Workflows for Migration<\/strong><\/a><em>.<\/em><\/p><p>\u00a0<\/p><p><strong>4. Set up your Environments:\u00a0\u00a0<\/strong><\/p><p>We highly recommend setting up a <strong>SharePoint test\/DEV environment for migration<\/strong>.\u00a0It\u2019s important to maintain continuity of solutions during migration \u2013 and a test site gives your migration team the ability to test workflows in Nintex Automation Cloud without affecting your current O365\/On-prem production environments. \u200bFor your test site, simply create a copy of your current SharePoint production site, with identical lists &amp; site structure.\u00a0<\/p><p>Next, you\u2019ll need to <strong>activate the migration tooling<\/strong>. This provides you the ability to learn how to use the tooling and migrate your own workflows at your own pace.\u200b\u00a0<\/p><ul><li>\t<p><strong><em>For SharePoint Online Customers<\/em><\/strong> - The migration tooling is built into Nintex Workflow for Office 365 and can be activated by navigating to your Nintex Customer Central portal. You will need your SharePoint online PROD URL &amp; tenant ID for activation.\u200b\u00a0<\/p>\t<ul><li>\t\t<p><a href=\"https:\/\/customer.nintex.com\/dashboard\/Pages\/default.aspx\" rel=\"noreferrer noopener\"><u>Upgrade Center Page<\/u><\/a>\u200b\u00a0<\/p>\t\t<\/li>\t<\/ul><\/li>\t<li>\t<p><strong><em>For SharePoint On-Premises Customers<\/em><\/strong> - The migration tooling is supplied to you once your Account Manager fills out the necessary forms. Once completed, you will receive an email confirming your Upgrade tooling has been activated in your Nintex Automation Cloud tenant, as well as\u202fa link to download the required <a href=\"https:\/\/download.nintex.com\/sl\/supportfiles\/NintexWorkflowExtractionScript.zip\" rel=\"noreferrer noopener\"><u>extraction scripts.<\/u><\/a>\u00a0<\/p>\t<\/li><\/ul><p>Last but not least, you\u2019ll need <strong>to set up your Nintex Automation Cloud Tenant.\u00a0<\/strong>\u00a0<\/p><p>Ensure your Nintex Automation Cloud tenant has been activated. This is where the workflows will be migrated to and tested.\u200b\u00a0<\/p><ol start=\"1\"><li>\t<p>Go to the\u202f<strong><a href=\"https:\/\/customer.nintex.com\/products\/Pages\/License-Management.aspx\" rel=\"noreferrer noopener\"><u>Licenses page in <\/u><\/a><a href=\"https:\/\/customer.nintex.com\/products\/Pages\/License-Management.aspx\" rel=\"noreferrer noopener\"><u>Customer Central <\/u><\/a>\u200b\u00a0<\/strong><\/p>\t<\/li>\t<li>\t<p>Click on the\u202f<strong>Add License<\/strong>\u202fbutton and complete the form to request your Nintex Automation Cloud tenant.\u00a0<\/p>\t<\/li>\t<li>\t<p>After you submit the form, you will receive an email to set up your account. Follow the instructions in the email to access your new Nintex Automation Cloud tenant.\u00a0<\/p>\t<\/li><\/ol><p>Since the workflows will be mainly interacting with your SPO data, you will need a data connection created for your SPO tenant on a Service account. It\u2019s recommended to use a service account - <em>not a personal account<\/em>.\u00a0\u00a0<\/p><ul><li>\t<p><a href=\"https:\/\/help.nintex.com\/en-US\/nwc\/Content\/Dashboard\/Connections.htm\" rel=\"noreferrer noopener\"><u>Manage Connections<\/u><\/a>\u200b\u00a0<\/p>\t<\/li><\/ul><p>Creating an integration between your Nintex Automation Cloud and SPO tenants will allow you to use the Nintex Automation app within your lists and libraries. This allows for you to easily navigate to Nintex Automation Cloud right from SPO when designing &amp; upgrading workflows.\u200b\u00a0<\/p><ul><li>\t<p><a href=\"https:\/\/help.nintex.com\/en-US\/nwc\/Content\/Settings\/Integrations.htm\" rel=\"noreferrer noopener\"><u>SharePoint integration<\/u><\/a>\u200b\u00a0<\/p>\t<\/li><\/ul><p>By enabling Single Sign-On (SSO) you allow for your internal users to easily access Nintex Automation Cloud without having to manage each user.\u00a0\u00a0<\/p><ul><li>\t<p><a href=\"https:\/\/help.nintex.com\/en-US\/nwc\/Content\/Settings\/UserManagement.htm#IdentityFederation\" rel=\"noreferrer noopener\"><u>Configure identity federation<\/u><\/a>\u200b\u00a0<\/p>\t<\/li><\/ul><p><strong>5.\u00a0 Put together a project timeline:<\/strong> While the exact duration for migrating workflows may be uncertain, it is essential to assess your team's capacity, the number of hours they can dedicate per week to the migration, and establish a timeline for the Execution Phase.\u00a0<\/p><p>We recommend planning for migration work and User Acceptance Testing (UAT) to proceed concurrently. This approach will help maintain momentum and avoid delays. Instead of waiting for all workflows to be fully upgraded before beginning testing, best practice suggests initiating UAT as soon as workflows are migrated and all actions\/tasks are updated. UAT testers should perform scenarios and conduct full functionality tests on the upgraded workflows during this phase.\u00a0<\/p><p>Once your team members are identified, roles are assigned, environments are set up, workflow priorities are determined, and timelines are established, you will be ready to move forward with the <strong>Execution Phase<\/strong>.\u00a0<\/p><p>\u00a0<\/p><h3>Phase 2: Execution\u00a0<\/h3><ol start=\"1\"><li>\t<p><strong>Push the workflows through the upgrade tooling:<\/strong> Take the aligned scope &amp; workflow priority and push the workflows through the upgrade tooling.\u00a0\u00a0<\/p>\t<\/li><\/ol><ul><li>\t<p><strong>For Nintex for O365 customers:<\/strong> when the workflows are ready to be upgraded a message is displayed in the Workflow Gallery when you open\u202fNintex Workflow for Office 365\u202ffrom a list or site in\u202fSharePoint Online. Two new columns named Upgrade availability and Upgrade status are added to the Workflow Gallery to indicate if the workflows are ready to be moved to\u202fNintex Automation Cloud. After a workflow is upgraded, a draft of the workflow is created in\u202fNintex Automation Cloud.\u00a0\u00a0<\/p>\t<ul><li>\t\t<p><em>For more information regarding the Nintex for O365 to Nintex Automation Cloud upgrade process, click <\/em><a href=\"https:\/\/help.nintex.com\/en-US\/nwc\/Content\/O365Upgrade\/UpgradefromO365.htm\" rel=\"noreferrer noopener\"><u><em>HERE<\/em><\/u><\/a><em>.<\/em>\u00a0<\/p>\t\t<\/li>\t<\/ul><\/li>\t<li>\t<p><strong>For Nintex for SharePoint customers:<\/strong> you will first need to download the \u202f<a href=\"https:\/\/download.nintex.com\/sl\/supportfiles\/NintexWorkflowExtractionScript.zip\" rel=\"noreferrer noopener\"><u>Upgrade Center extraction script package here.<\/u><\/a> Next you will need to import the package file into the Nintex Automation Cloud tenant. Select the checkbox next to the workflow or workflows you wish to upgrade. It is best practice not to upgrade all the available workflows at once: try upgrading one or a small batch to start. Click on \u201cupgrade (X workflows) \u2013 this process will take a few minutes, and when you navigate to your Workflows list in Nintex Automation Cloud, you can view the draft versions of your workflows.\u00a0<\/p>\t<ul><li>\t\t<p><em>For more information regarding the On Premise to Nintex Automation Cloud upgrade process, click <\/em><a href=\"https:\/\/help.nintex.com\/en-US\/nwc\/Content\/OnPremUpgrade\/UpgradeGuide.htm\" rel=\"noreferrer noopener\"><u><em>HERE<\/em><\/u><\/a><em>.<\/em>\u00a0<\/p>\t\t<\/li>\t<\/ul><\/li><\/ul><p><strong>2.\u00a0\u00a0Configure the workflows:<\/strong> After the defined scope of workflows has been pushed through the upgrade tooling, you can begin reviewing and updating the actions in your workflows and task forms. If any actions remain unconfigured, you must complete their configuration before publishing the workflow. To identify actions that require attention, refer to the 'Workflow Upgrade Details' for a comprehensive overview.\u00a0<\/p><p><strong>3.\u00a0Perform testing &amp; UAT<\/strong>: Once the necessary reconfigurations and updates to actions are completed, you can proceed with testing. We recommend conducting a thorough functionality test of the upgraded workflows using real-life scenario use cases. This testing will help identify any bugs, issues, or configuration errors, and ensure that the migration meets the needs of the intended users. Additionally, it will confirm that the workflows are fully functional from a business perspective.\u00a0<\/p><h3><br \/>Phase 3: Close Out\u00a0<br \/>\u00a0<\/h3><p><strong>1.\u00a0Publish your workflows to Production in Nintex Automation Cloud:<\/strong> Once UAT has been completed &amp; sign-offs on the upgrade workflows have been obtained, you can now move to publishing your workflows to production.\u00a0\u00a0<\/p><p><strong>Publish to production basic checklist:<\/strong><\/p><ol start=\"1\"><li>\t<p>Un-do any changes made for testing.\u00a0<\/p>\t<\/li>\t<li>\t<p>Open the respective workflow, change the relevant URL's to point to SP PROD, then Publish it and change the radio button to <strong>Production.\u00a0<\/strong><\/p>\t<\/li>\t<li>\t<p>Update SharePoint Connections to point to your PROD SharePoint.\u00a0<\/p>\t<\/li>\t<li>\t<p>Update all Connections to other Integrated systems to their Production counterparts (i.e. WebServices, SQL etc.)\u00a0<\/p>\t<\/li><\/ol><ol start=\"5\"><li>\t<p>Assign permissions, add tags, add version comments on each respective workflow.\u00a0<\/p>\t<\/li><\/ol><ol start=\"6\"><li>\t<p>Communicate with process owners.\u00a0<\/p>\t<\/li><\/ol><ol start=\"7\"><li>\t<p>In SP PROD, go to each relevant list, list settings-&gt;Workflow settings-&gt; Remove, Block, or Restore a Workflow-&gt; Then next to the workflow you want to publish to prod select <strong>No New Instances<\/strong> and click on <strong>OK<\/strong>.\u00a0<\/p>\t<\/li><\/ol><ol start=\"8\"><li>\t<p>Publish component workflows first (if relevant).\u00a0<\/p>\t<\/li><\/ol><ol start=\"9\"><li>\t<p>Publish as a production workflow and run a few validation tests.\u00a0<\/p>\t<\/li><\/ol><p><strong>2. Deactivate the workflow in your legacy tenant:<\/strong> If the workflow is not deactivated instances can run for the workflow in\u202fNintex for Office 365\u202f&amp; Nintex for SharePoint as well creating duplicate instances. To avoid having the workflow started and running in both\u202fNintex for Office 365\/Nintex for SharePoint\u202fand\u202fNintex Automation Cloud, you must deactivate the workflow your legacy tenant.\u00a0<\/p><p>Any instances that are already in progress for the workflow in\u202fNintex for Office 365\u202f&amp; Nintex for SharePoint will continue to run &amp; complete even after it is deactivated.\u00a0\u00a0<\/p><p>It\u2019s best practice to notify your end-users of the switchover from your legacy tenant to Nintex Automation Cloud &amp; provide support where needed as they navigate the new tenant &amp; upgrade workflows.\u00a0<\/p><p><strong>3. Gather Feedback &amp; Continuous Improvement Ideas:<\/strong> Once all your workflows have been published to Nintex Automation Cloud &amp; deactivated in your legacy tenant, it\u2019s recommended to gather feedback from your team members, as well as end-users for continuous improvement opportunities. Nintex Automation Cloud is a new product, and with new features &amp; enhancements, workflows can be modernized &amp; improved to create more efficient workflows.\u00a0<\/p><p>We hope this article provides you with some best practices as you start your migration to Nintex Automation Cloud. Whether you\u2019re leveraging support from our Upgrade Center team, or self-serving, treating the migration process as a true project will help your team understand their roles &amp; responsibilities, define a scope &amp; timeline, and ensures your critical workflows are migrated before the deprecation\/end-of life dates for Nintex for O365 and Nintex for Sharepoint.\u00a0<\/p><p><strong>Need migration assistance support?\u00a0<\/strong><br \/>If this seems overwhelming or you're unable to complete your migration to Nintex Automation Cloud before the deprecation\/end-of-life dates, contact your Account Manager to explore migration assistance options to leverage support from our Upgrade Center team.\u00a0<\/p><p><strong>Additional Resources<\/strong><\/p><ul><li>Help Documentation for Upgrading to Nintex Automation Cloud (Commercial) <a href=\"https:\/\/help.nintex.com\/en-US\/nwc\/Content\/OnPremUpgrade\/WorkflowUpgrades.htm\" rel=\"noreferrer noopener\"><u>https:\/\/help.nintex.com\/en-US\/nwc\/Content\/OnPremUpgrade\/WorkflowUpgrades.htm<\/u><\/a>\u00a0\u00a0<\/li>\t<li>Help Documentation for Upgrading to Nintex Automation Cloud (Government) <a href=\"https:\/\/help.nintex.com\/en-US\/gov-us\/nwc\/Content\/OnPremUpgrade\/WorkflowUpgrades.htm\" rel=\"noreferrer noopener\"><u>https:\/\/help.nintex.com\/en-US\/gov-us\/nwc\/Content\/OnPremUpgrade\/WorkflowUpgrades.htm<\/u><\/a>\u00a0\u00a0<\/li>\t<li><a href=\"https:\/\/community.nintex.com\/upgrade-to-nintex-automation-cloud-72\/using-nintex-insights-kyfw-to-find-your-workflows-72768\">Using Nintex Insights\/KYWF to find your workflows<\/a><\/li>\t<li><a href=\"https:\/\/community.nintex.com\/upgrade-to-nintex-automation-cloud-72\/prioritizing-your-workflows-for-migration-to-nintex-automation-cloud-72769\">Prioritizing Your Workflows for Migration<\/a><\/li>\t<li><a href=\"https:\/\/community.nintex.com\/upgrade-to-nintex-automation-cloud-72\/workflow-behavior-during-nintex-automation-cloud-production-cut-over-faq-72767\">Workflow Behavior During Nintex Automation Cloud Production Cut Over \u2013 FAQ<\/a><\/li>\t<li><a href=\"https:\/\/community.nintex.com\/upgrade-to-nintex-automation-cloud-72\/activating-nintex-automation-cloud-upgrade-tooling-72783\">Activating your Migration Tooling<\/a><\/li>\t<li><a href=\"https:\/\/community.nintex.com\/upgrade-to-nintex-automation-cloud-72\/using-service-accounts-for-connections-in-nintex-automation-cloud-72785\">Using Service Accounts for Connections in Nintex Automation Cloud<\/a><\/li>\t<li><a href=\"https:\/\/community.nintex.com\/upgrade-to-nintex-automation-cloud-72\/the-importance-of-using-test-environments-for-migrations-72786\">The Importance of Using Test Environments for Migrations<\/a><\/li><\/ul><p>\u00a0<\/p>","categoryName":"Upgrade to Nintex Automation Cloud","categoryId":"72","contentType":"article","featuredImage":"","likes":0,"views":69,"votes":0,"replyCount":0,"publishedAt":"2025-01-16T14:04:13+00:00","lastActivityAt":"2025-01-16T14:04:13+00:00","lastContributor":{"id":"58546","username":"Kellymikita","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/13c83f77-dbbc-4939-85b3-08320e80fcc0.png"},"lastPostId":0,"author":{"id":"58546","username":"Kellymikita","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/200x200\/13c83f77-dbbc-4939-85b3-08320e80fcc0.png"},"sticky":false,"publicLabel":"BEST PRACTICE","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/upgrade-to-nintex-automation-cloud-72","topicUrl":{"destination":"https:\/\/community.nintex.com\/upgrade-to-nintex-automation-cloud-72\/prioritizing-your-workflows-for-migration-to-nintex-automation-cloud-72769"},"id":"9790","publicId":"72769","title":"Prioritizing Your Workflows for Migration to Nintex Automation Cloud","content":"<h3><strong>Overview\u00a0<\/strong><\/h3><p>When defining the overall scope of your Nintex Automation Cloud migration initiative, one key factor to consider will be prioritization. Whether you are planning for a Nintex Upgrade Center-led migration effort, or a self-service migration path, or even a hybrid approach, prioritizing your inventory of workflows to be moved into Nintex Automation Cloud ensures that the most important workflows are covered first. And, for Upgrade Center-led engagements, prioritizing your workflows maximizes the value of the migration assistance hours by focusing the Nintex delivery team\u2019s efforts on your most critical business processes within the hours available.\u00a0<\/p><h3><strong>Prioritization Best Practices\u202f<\/strong>\u00a0<\/h3><p>When planning for your migration, several potential factors should be considered in the workflow prioritization process, including:\u00a0<\/p><ol start=\"1\"><li>Business Grouping\u00a0<\/li>\t<li>UAT Testing Base\u00a0<\/li>\t<li>Workflow Dependencies\u00a0<\/li>\t<li>Action Counts &amp; Complexity\u00a0<\/li>\t<li>Frequency of Execution\u00a0<\/li>\t<li>Cleanup\u00a0<\/li><\/ol><p><strong>Business Grouping\u00a0<\/strong><br \/>Workflows that serve a particular business unit or team, or that are shared across multiple SharePoint sites, can be grouped together for the purposes of prioritization. Grouping workflows by business function also makes it easier to manage UAT activities, as the same user base can often test the migrated workflows end-to-end without reliance on other teams.\u00a0<br \/>\u00a0<\/p><p><strong>UAT Testing Base\u00a0<\/strong><br \/>Within the applicable business groupings, availability and\/or preferred timeframes for targeted UAT testers can also factor into the prioritization. Knowing the target schedule for UAT users to execute their testing can impact the overall project plan and prioritization decisions on which workflows to tackle first, versus which ones to hold for a later date.\u00a0<br \/>\u00a0<\/p><p><strong>Workflow Dependencies\u00a0<\/strong><br \/>Within the business groupings, those workflows that are dependent on other workflows should also be included in the prioritization. Specifically, look for any component workflows that run within a targeted parent workflow, as those component workflows need to be upgraded before the primary workflow can reference them. And component workflows that are referenced or shared by multiple other parent workflows should also be taken into consideration.\u00a0<br \/>\u00a0<\/p><p><strong>Action Counts and Complexity\u00a0<\/strong><br \/>The workflow inventory will provide a total count on the number of actions within each workflow. Generally speaking, the higher the number of actions and\/or the more complex the logic in each workflow, the longer the upgrade and remediation process will take in Nintex Automation Cloud. Consider prioritizing smaller, less complex workflows to get started. This will help generate some quick wins in the short term and will also help the Nintex Upgrade Center resources become more familiar with the workflows in general, helping drive efficiency when migrating other workflows in the same business grouping. Smaller workflows also allow your internal teams to get comfortable with the upgrade tooling before moving onto more complex workflows in a self-service scenario.\u00a0<br \/>\u00a0<\/p><p><strong>Frequency of Execution\u00a0<\/strong><br \/>Another factor to consider when prioritizing is the frequency or total number of times that a given workflow has executed. Individual workflows reflecting a high volume of executions in the inventory can indicate business-critical processes that would be good candidates for prioritization. Conversely, workflows that run infrequently or only periodically (e.g., quarterly or annually) could be lower priorities, as there may be ample time to migrate them before the next planned execution.\u00a0<\/p><p>\u00a0<\/p><p><strong>Cleanup\u00a0<\/strong><br \/>The prioritization process also provides a good opportunity to clean up your workflow inventory in general. For example, outdated workflows, prior versions, workflows that have not run in over a year or two, those no longer in use, etc., can be removed from your migration scope altogether, as there\u2019s no need to expend time or effort to move workflows no longer needed by your organization.\u00a0<\/p><p>\u00a0<\/p><p><strong>Additional Resources\u00a0<\/strong><\/p><ul><li><a href=\"https:\/\/community.nintex.com\/upgrade-to-nintex-automation-cloud-72\/using-nintex-insights-kyfw-to-find-your-workflows-72768\">Using Nintex Insights\/KYFW to find your workflows<\/a><\/li><\/ul><p>\u00a0<\/p>","categoryName":"Upgrade to Nintex Automation Cloud","categoryId":"72","contentType":"article","featuredImage":"","likes":1,"views":13,"votes":0,"replyCount":0,"publishedAt":"2025-01-16T13:45:41+00:00","lastActivityAt":"2025-01-16T13:45:41+00:00","lastContributor":{"id":"21971","username":"trippsolomon","avatar":""},"lastPostId":0,"author":{"id":"21971","username":"trippsolomon","avatar":""},"sticky":false,"publicLabel":"BEST PRACTICE ","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false}],"100":[{"categoryUrl":"https:\/\/community.nintex.com\/nintex-solutions-100","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-solutions-100\/get-started-with-the-nintex-licensing-and-permitting-solution-72383"},"id":"9705","publicId":"72383","title":"Get started with the Nintex Licensing and Permitting Solution","content":"<p>The Nintex Licensing and\u00a0Permitting Solution makes it easy for city, county, and state governmental agencies to collect and process license and permit applications.<\/p><p>The Licensing and Permitting Solution platform enables your organization\u00a0to:<\/p><ul><li><strong>Define and manage licenses and\u00a0permits<\/strong>: You can define and\u00a0modify the types of permits and\u00a0licenses you want the solution to process. You can define the application form and the final permit document generated upon approval.<\/li>\t<li><strong>Customize approvals and\u00a0signatures<\/strong>: For each license and\u00a0permit type, you can modify the approval process (with up to three review steps), collect application and\/or permit fee payments (through integration to Stripe), and collect eSignatures. \u00a0<\/li>\t<li><strong>Set up a standardized Applicant Portal<\/strong>: On the Applicant Portal, applicants can sign up for an account, submit applications, check application status, see payment history, and complete additional tasks throughout the application review process.<\/li>\t<li><strong>Manage the Internal Administration Portal<\/strong>: On the Internal Administration Portal, you can\u00a0manage permit types, complete assigned tasks, see submitted applications, and view KPI reports and dashboards.\u00a0<\/li><\/ul><p>To start using this solution, follow these\u00a0steps.<\/p><h3>Step 1: Create an account<\/h3><ol><li>Once your app has been configured, Nintex will invite you to the solution as a Site Admin. You will receive the invitation by email.<\/li>\t<li>Follow the sign-up instructions to create your username and password.<\/li>\t<li>Log in to the Internal Administration Portal and\u00a0click on <strong>Manage Users<\/strong> on the left-hand side of the screen. Here, you can\u00a0invite other internal users to the solution. They will be prompted to create a username and password.\u00a0\u00a0<\/li><\/ol><blockquote><p><strong>Note:<\/strong>\u00a0You can send or post an applicant self-signup link to potential applicants. This self-signup link will prompt the user to sign up for an account to access the applicant portal so they can apply for licenses and permits. Before making this sign-up link available to the public, it is recommended that you test the application process thoroughly by sending the link to other members of your organization who can act as applicants.<\/p><\/blockquote><p>\u00a0<\/p><h3>Step 2:\u00a0Configure fee payment links in Stripe<\/h3><p>Applicants for the permit or license may need to pay certain fees. For the application fee and permit fee\u00a0to function properly, you need to configure a few settings in the online payment manager, Stripe.<\/p><ol><li>Log in to your Stripe account. You can <a href=\"https:\/\/dashboard.stripe.com\/register\">create a Stripe account<\/a>\u00a0if you don\u2019t have one already.\u00a0<\/li><\/ol><ol start=\"2\"><li>Click on the <strong>Payment links<\/strong> tab and then click <strong>New<\/strong>.<\/li><\/ol><blockquote><p><strong>Note:<\/strong> For a given permit type, if you have separate fees for the application and permit fees, you should create a different product and payment link for each.<\/p><\/blockquote><p>\u00a0<\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/449b8fba-6dae-41b2-b1eb-81c9d794bb76.png\" \/><figcaption>To create a new payment link, click on <strong>New<\/strong>.<\/figcaption><\/figure><ol start=\"3\"><li>On the payment link preview page, you can edit the details of the payment link. When you\u2019re done, click the <strong>After payment<\/strong> tab.<\/li><\/ol><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b39dce90-83ea-4c4c-8275-f7006d3234b4.png\" \/><figcaption>Click the <strong>After payment <\/strong>tab.<\/figcaption><\/figure><ol start=\"4\"><li>Select the <strong>Don\u2019t show confirmation page <\/strong>option.<\/li><\/ol><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/bb943c3d-e4f9-43ba-8bda-7051f5f61c79.png\" \/><figcaption>Select the <strong>Don\u2019t show confirmation page<\/strong> option.<\/figcaption><\/figure><ol start=\"5\"><li>In the redirect field, paste the following URL\u00a0with <strong>your\u00a0solution web domain<\/strong> replacing the highlighted section:<\/li><\/ol><p><a href=\"https:\/\/yoursolutiondomain.com\/lpiportal\/payment-status\/%7BCHECKOUT_SESSION_ID\">https:\/\/<span style=\"background-color:#ffff33;\">yoursolutiondomain.com<\/span>\/lpiportal\/payment-status\/{CHECKOUT_SESSION_ID}<\/a><\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/f311d4cb-0e38-4645-bea0-c435864b4223.png\" \/><figcaption>Paste the provided URL with your solution domain into the redirect field.<\/figcaption><\/figure><ol start=\"6\"><li>\t<p>Next, reach out to\u00a0your Nintex onboarding contact. You\u00a0will need to provide your <a href=\"https:\/\/dashboard.stripe.com\/test\/apikeys\"><strong>secret API key<\/strong><\/a> in order to configure the solution to work with your Stripe account.<\/p>\t<\/li><\/ol><p>Once you have set up your payment links in Stripe and Nintex has configured the integration, you are ready to<span style=\"color:inherit;\">\u00a0set up your permit types within the Internal Portal app settings.<\/span><\/p><h3>Step 3: Set up a new permit type<\/h3><p><span style=\"color:inherit;\">You will need to create a new permit type for each type of license or permit that you want the app to process. For example, you should create separate permit types for new and renewal applications so the lists of applicants don\u2019t get mixed together.<\/span><\/p><p><span style=\"color:inherit;\">The permit setup wizard guides you through each step, starting with the steps of the permit process that the application will go through. You can choose to include an application fee and\/or permit issuing fee, and choose how many internal reviews an application will go through before it is approved or rejected.\u00a0<\/span><\/p><p>You can enable up to three review steps for a permit type. This gives you the flexibility to define a review &amp; approval process based on your needs. Some common examples include:\u00a0\u00a0<\/p><ul><li>\t<p>Building code team review &gt; Fire team review &gt; Manager approval\u00a0<\/p>\t<\/li><\/ul><ul><li>\t<p>Team review &gt; Manager approval &gt; Manager\u2019s manager approval<\/p>\t<\/li><\/ul><p>Watch the following video to learn more about how to clone a permit and\u00a0make adjustments to the permitting process.<\/p><p><oembed url=\"https:\/\/vimeo.com\/1002715668\/16df054157?ts=0&amp;share=copy\"><\/oembed><\/p><p>Once you have configured the steps of the permitting process for your new permit type, you can move on to editing the application form, permit document, applicant guide, and testing and publishing your permit.<\/p><p>Watch the following video to learn more.<\/p><p><oembed url=\"https:\/\/vimeo.com\/1005449775\/8e7f0bf0c3?share=copy\"><\/oembed><\/p><p>Here are some additional notes on testing and publishing:<\/p><p><strong>Testing the permit<\/strong><\/p><ol start=\"1\"><li>\t<p>It is recommended to advance your permit type to <strong>test\u00a0mode<\/strong> before publishing it. This will enable the permit type on the Internal Portal, with a Test Application button on the permit list page.<\/p>\t<\/li><\/ol><blockquote><p>Permit types in test mode display on the dashboard with a [TEST] label next to their name.\u00a0They do not display on the applicant portal or in reports.\u00a0<\/p><\/blockquote><ol start=\"2\"><li>You can change a permit type back to a <strong>draft <\/strong>if you need to make edits to the permitting process.\u00a0<\/li><\/ol><p><strong>Publishing the permit<\/strong><\/p><ol><li>Once you\u2019ve tested your new permit type internally, click <strong>Publish<\/strong>\u00a0to advance it to published mode. This will enable the new permit type on the Applicant Portal.\u00a0<\/li><\/ol><ol start=\"2\"><li>\t<p>If you need to make modifications to a published permit type, you can clone it and make modifications to the clone. You can disable the old version as you publish the new one.\u00a0<\/p>\t<\/li><\/ol>","categoryName":"Nintex Solutions","categoryId":"100","contentType":"article","featuredImage":"","likes":3,"views":84,"votes":0,"replyCount":0,"publishedAt":"2024-09-12T15:09:50+00:00","lastActivityAt":"2024-09-12T15:09:50+00:00","lastContributor":{"id":"56555","username":"Nintex_Caroline","avatar":""},"lastPostId":0,"author":{"id":"56555","username":"Nintex_Caroline","avatar":""},"sticky":false,"publicLabel":"How To","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false}],"103":[{"categoryUrl":"https:\/\/community.nintex.com\/nintex-apps-103","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-apps-103\/use-nintex-apps-and-nintex-automation-cloud-as-a-connected-experience-72580"},"id":"9751","publicId":"72580","title":"Use Nintex Apps and Nintex Automation Cloud as a connected experience","content":"<p>Ready to learn\u00a0about\u00a0the potential you can unlock\u00a0when\u00a0<strong>using\u00a0Nintex Apps and Nintex Automation Cloud together<\/strong>?\u00a0Check out the video to learn more about these incredible capabilities!\u00a0\ud83d\ude80<\/p><oembed url=\"https:\/\/vimeo.com\/1026596312\"><\/oembed><p>\u00a0<\/p>","categoryName":"Nintex Apps","categoryId":"103","contentType":"article","featuredImage":"","likes":3,"views":70,"votes":0,"replyCount":0,"publishedAt":"2024-11-06T00:00:27+00:00","lastActivityAt":"2024-11-06T00:00:27+00:00","lastContributor":{"id":"58541","username":"Ellie_Steinbach","avatar":""},"lastPostId":0,"author":{"id":"58541","username":"Ellie_Steinbach","avatar":""},"sticky":false,"publicLabel":"How-To","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false}],"104":[]}}"> </div> </div> <div class="col col--side qa-div-side"> <div data-preact="knowledge-base/navigation-loader" 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