Nintex How-To Center

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src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/light/Roboto-Light-webfont.eot); src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/light/Roboto-Light-webfont.eot#iefix) format("embedded-opentype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/light/Roboto-Light-webfont.woff) format("woff"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/light/Roboto-Light-webfont.ttf) format("truetype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/light/Roboto-Light-webfont.svg#2dumbregular) format("svg"); font-style:normal; font-weight:300 } @font-face{ font-family:Roboto; src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/medium/Roboto-Medium-webfont.eot); src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/medium/Roboto-Medium-webfont.eot#iefix) format("embedded-opentype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/medium/Roboto-Medium-webfont.woff) format("woff"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/medium/Roboto-Medium-webfont.ttf) format("truetype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/medium/Roboto-Medium-webfont.svg#2dumbregular) format("svg"); font-style:normal; font-weight:500 } @font-face{ font-family:Roboto; src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/mediumitalic/Roboto-MediumItalic-webfont.eot); src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/mediumitalic/Roboto-MediumItalic-webfont.eot#iefix) format("embedded-opentype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/mediumitalic/Roboto-MediumItalic-webfont.woff) format("woff"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/mediumitalic/Roboto-MediumItalic-webfont.ttf) format("truetype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/mediumitalic/Roboto-MediumItalic-webfont.svg#2dumbregular) format("svg"); font-style:italic; font-weight:500 } @font-face{ font-family:Roboto; src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/regular/Roboto-Regular-webfont.eot); src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/regular/Roboto-Regular-webfont.eot#iefix) format("embedded-opentype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/regular/Roboto-Regular-webfont.woff) format("woff"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/regular/Roboto-Regular-webfont.ttf) format("truetype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/regular/Roboto-Regular-webfont.svg#2dumbregular) format("svg"); font-style:normal; font-weight:normal } html {--borderradius-base: 4px;--config--main-border-base-color: #aaaaaa54;--config--main-button-base-font-color: #1a1a1a;--config--main-button-base-font-family: 'Open Sans', Helvetica, Arial, Helvetica Neue, Helvetica, sans-serif;;--config--main-button-base-font-weight: 700;--config--main-button-base-radius: 3px;--config--main-button-base-texttransform: uppercase;--config--main-color-alert: #ed5937ff;--config--main-color-brand: #006bd6ff;--config--main-color-brand-secondary: #052332ff;--config--main-color-contrast: #2aaae1;--config--main-color-day: #f0f2f6;--config--main-color-day-dark: #ededed;--config--main-color-day-light: #fff;--config--main-color-disabled: #f6f8faff;--config--main-color-dusk: #a7aeb5;--config--main-color-dusk-dark: #616a73;--config--main-color-dusk-light: #d5d7db;--config--main-color-highlighted: #B0DFF3;--config--main-color-info: #006bd6ff;--config--main-color-night: #03161eff;--config--main-color-night-inverted: #f5f5f5;--config--main-color-night-light: #2b2b2b;--config--main-color-success: #3cb54aff;--config--main-font-base-lineheight: 1.5;--config--main-font-base-stack: 'Open Sans', Helvetica, Arial, Helvetica Neue, Helvetica, sans-serif;;--config--main-font-base-style: normal;--config--main-font-base-weight: normal;--config--main-font-secondary: 'Montserrat', Helvetica, Arial, Helvetica Neue, Helvetica, sans-serif;;--config--main-fonts: @font-face{ font-family:Roboto; src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bold/Roboto-Bold-webfont.eot); src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bold/Roboto-Bold-webfont.eot#iefix) format("embedded-opentype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bold/Roboto-Bold-webfont.woff) format("woff"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bold/Roboto-Bold-webfont.ttf) format("truetype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bold/Roboto-Bold-webfont.svg#2dumbregular) format("svg"); font-style:normal; font-weight:700 } @font-face{ font-family:Roboto; src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bolditalic/Roboto-BoldItalic-webfont.eot); src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bolditalic/Roboto-BoldItalic-webfont.eot#iefix) format("embedded-opentype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bolditalic/Roboto-BoldItalic-webfont.woff) format("woff"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bolditalic/Roboto-BoldItalic-webfont.ttf) format("truetype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/bolditalic/Roboto-BoldItalic-webfont.svg#2dumbregular) format("svg"); font-style:italic; font-weight:700 } @font-face{ font-family:Roboto; src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/fonts/roboto/italic/Roboto-Italic-webfont.eot); src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/fonts/roboto/italic/Roboto-Italic-webfont.eot#iefix) format("embedded-opentype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/fonts/roboto/italic/Roboto-Italic-webfont.woff) format("woff"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/fonts/roboto/italic/Roboto-Italic-webfont.ttf) format("truetype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/fonts/roboto/italic/Roboto-Italic-webfont.svg#2dumbregular) format("svg"); font-style:italic; font-weight:normal } @font-face{ font-family:Roboto; src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/light/Roboto-Light-webfont.eot); src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/light/Roboto-Light-webfont.eot#iefix) format("embedded-opentype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/light/Roboto-Light-webfont.woff) format("woff"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/light/Roboto-Light-webfont.ttf) format("truetype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/light/Roboto-Light-webfont.svg#2dumbregular) format("svg"); font-style:normal; font-weight:300 } @font-face{ font-family:Roboto; src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/medium/Roboto-Medium-webfont.eot); src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/medium/Roboto-Medium-webfont.eot#iefix) format("embedded-opentype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/medium/Roboto-Medium-webfont.woff) format("woff"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/medium/Roboto-Medium-webfont.ttf) format("truetype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/medium/Roboto-Medium-webfont.svg#2dumbregular) format("svg"); font-style:normal; font-weight:500 } @font-face{ font-family:Roboto; src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/mediumitalic/Roboto-MediumItalic-webfont.eot); src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/mediumitalic/Roboto-MediumItalic-webfont.eot#iefix) format("embedded-opentype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/mediumitalic/Roboto-MediumItalic-webfont.woff) format("woff"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/mediumitalic/Roboto-MediumItalic-webfont.ttf) format("truetype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/mediumitalic/Roboto-MediumItalic-webfont.svg#2dumbregular) format("svg"); font-style:italic; font-weight:500 } @font-face{ font-family:Roboto; src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/regular/Roboto-Regular-webfont.eot); src:url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/regular/Roboto-Regular-webfont.eot#iefix) format("embedded-opentype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/regular/Roboto-Regular-webfont.woff) format("woff"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/regular/Roboto-Regular-webfont.ttf) format("truetype"),url(https://d2cn40jarzxub5.cloudfront.net/_fonts/fonts/roboto/regular/Roboto-Regular-webfont.svg#2dumbregular) format("svg"); font-style:normal; font-weight:normal };--config--main-header-font-weight: 600;--config-anchor-base-color: #006bd6ff;--config-anchor-base-hover-color: #006bd6ff;--config-avatar-notification-background-color: #006bd6ff;--config-body-background-color: #ffffffff;--config-body-wrapper-background-color: transparent;--config-body-wrapper-box-shadow: 0 0 0 transparent;--config-body-wrapper-max-width: 100%;--config-button-cancel-active-background-color: #DA5C5C;--config-button-cancel-active-border-color: #DA5C5C;--config-button-cancel-active-color: #fff;--config-button-cancel-background-color: #F76767;--config-button-cancel-border-color: #F76767;--config-button-cancel-border-radius: 30px;--config-button-cancel-border-width: 1px;--config-button-cancel-box-shadow: 0 0 0 transparent;--config-button-cancel-color: #fff;--config-button-cancel-hover-background-color: #DA5C5C;--config-button-cancel-hover-border-color: #DA5C5C;--config-button-cancel-hover-color: #fff;--config-button-cta-active-background-color: #0052a3;--config-button-cta-active-border-color: #0052a3;--config-button-cta-active-border-width: 1px;--config-button-cta-active-box-shadow: 0 0 0 transparent;--config-button-cta-active-color: #ffffff;--config-button-cta-background-color: #006bd6;--config-button-cta-border-color: #006bd6;--config-button-cta-border-radius: 30px;--config-button-cta-border-width: 1px;--config-button-cta-box-shadow: 0 0 0 transparent;--config-button-cta-color: #ffffff;--config-button-cta-focus-background-color: #0066ccff;--config-button-cta-focus-border-color: #005ebcff;--config-button-cta-focus-border-width: 1px;--config-button-cta-focus-color: #ffffff;--config-button-cta-hover-background-color: #0052a3;--config-button-cta-hover-border-color: #0052a3;--config-button-cta-hover-border-width: 1px;--config-button-cta-hover-box-shadow: 0 0 0 transparent;--config-button-cta-hover-color: #ffffff;--config-button-cta-spinner-color: #fff;--config-button-cta-spinner-hover-color: #fff;--config-button-secondary-active-background-color: #0052a3;--config-button-secondary-active-border-color: #0052a3;--config-button-secondary-active-border-width: 1px;--config-button-secondary-active-box-shadow: 0 0 0 transparent;--config-button-secondary-active-color: #ffffff;--config-button-secondary-background-color: #006bd6;--config-button-secondary-border-color: #fff;--config-button-secondary-border-radius: 30px;--config-button-secondary-border-width: 1px;--config-button-secondary-box-shadow: 0 0 0 transparent;--config-button-secondary-color: #fff;--config-button-secondary-focus-background-color: #03131bff;--config-button-secondary-focus-border-color: #03131bff;--config-button-secondary-focus-border-width: 1px;--config-button-secondary-focus-color: #fff;--config-button-secondary-hover-background-color: #0052a3;--config-button-secondary-hover-border-color: #0052a3;--config-button-secondary-hover-border-width: 1px;--config-button-secondary-hover-box-shadow: 0 0 0 transparent;--config-button-secondary-hover-color: #ffffff;--config-button-secondary-spinner-color: #fff;--config-button-secondary-spinner-hover-color: #fff;--config-button-toggle-active-background-color: #006bd6;--config-button-toggle-active-border-color: #006bd6;--config-button-toggle-active-color: #FFF;--config-button-toggle-background-color: rgba(0,0,0,0);--config-button-toggle-border-color: #0052a3;--config-button-toggle-border-radius: 30px;--config-button-toggle-border-width: 1px;--config-button-toggle-box-shadow: 0 0 0 transparent;--config-button-toggle-color: #0052a3;--config-button-toggle-filled-background-color: #006bd6ff;--config-button-toggle-filled-color: #fff;--config-button-toggle-filled-pseudo-color: #fff;--config-button-toggle-filled-spinner-color: #fff;--config-button-toggle-focus-border-color: #005ebcff;--config-button-toggle-hover-background-color: #006bd6;--config-button-toggle-hover-border-color: #006bd6;--config-button-toggle-hover-color: #fff;--config-button-toggle-on-active-background-color: #fff;--config-button-toggle-on-active-border-color: #006bd6;--config-button-toggle-on-active-color: #006bd6;--config-button-toggle-on-background-color: #006bd6;--config-button-toggle-on-border-color: #006bd6;--config-button-toggle-on-border-radius: 30px;--config-button-toggle-on-border-width: 1px;--config-button-toggle-on-box-shadow: 0 0 0 transparent;--config-button-toggle-on-color: #ffffff;--config-button-toggle-on-hover-background-color: #fff;--config-button-toggle-on-hover-border-color: #006bd6;--config-button-toggle-on-hover-color: #006bd6;--config-button-toggle-outline-background-color: #006bd6ff;--config-button-toggle-outline-color: #006bd6ff;--config-button-toggle-outline-pseudo-color: #006bd6ff;--config-button-toggle-outline-spinner-color: #006bd6ff;--config-content-type-article-color: #fff;--config-cookie-modal-background-color: rgba(60,60,60,.9);--config-cookie-modal-color: #fff;--config-create-topic-type-icon-color: #03161eff;--config-cta-close-button-color: #a7aeb5;--config-cta-icon-background-color: #006bd6ff;--config-cta-icon-check: #fff;--config-editor-comment-toolbar-background-color: #fff;--config-editor-comment-toolbar-button-color: #03161eff;--config-editor-comment-toolbar-button-hover-color: #006bd6ff;--config-footer-background-color: #03161eff;--config-footer-color: #fff;--config-header-color: #03161eff;--config-header-color-inverted: #f5f5f5;--config-hero-background-position: top left;--config-hero-color: #ffffffff;--config-hero-font-weight: bold;--config-hero-stats-background-color: #fff;--config-hero-stats-counter-font-weight: bold;--config-hero-text-shadow: none;--config-input-focus-color: #006bd6ff;--config-link-base-color: #03161eff;--config-link-base-hover-color: #006bd6ff;--config-link-hover-decoration: none;--config-main-navigation-background-color: #ffffff;--config-main-navigation-border-bottom-color: transparent;--config-main-navigation-border-top-color: transparent;--config-main-navigation-dropdown-background-color: #fff;--config-main-navigation-dropdown-color: #2b3346;--config-main-navigation-dropdown-font-weight: normal;--config-main-navigation-nav-color: #555555;--config-main-navigation-nav-font-weight: normal;--config-main-navigation-nav-link-color: #555555;--config-main-navigation-search-placeholder-color: #a7aeb5ff;--config-mention-selector-hover-selected-color: #fff;--config-meta-link-font-weight: normal;--config-meta-link-hover-color: #006bd6ff;--config-meta-text-color: #666666ff;--config-notification-widget-background-color: #ffffff;--config-notification-widget-color: #03161eff;--config-pagination-active-page-color: #006bd6ff;--config-paging-item-hover-color: #006bd6ff;--config-pill-color: #fff;--config-powered-by-insided-display: visible;--config-profile-user-statistics-background-color: #fff;--config-sharpen-fonts: true;--config-sidebar-widget-color: #03161eff;--config-sidebar-widget-font-family: 'Open Sans', Helvetica, Arial, Helvetica Neue, Helvetica, sans-serif;;--config-sidebar-widget-font-weight: 600;--config-ssi-header-height: auto;--config-ssi-header-mobile-height: auto;--config-subcategory-hero-color: #03161eff;--config-tag-modify-link-color: #006bd6ff;--config-tag-pill-background-color: #f8f8f8;--config-tag-pill-hover-background-color: #8cf7ffff;--config-tag-pill-hover-border-color: #006bd6ff;--config-tag-pill-hover-color: #006bd6ff;--config-thread-list-best-answer-background-color: #3cb54a0d;--config-thread-list-best-answer-border-color: #3cb54aff;--config-thread-list-mod-break-background: #006bd60d;--config-thread-list-mod-break-border-color: #006bd6ff;--config-thread-list-sticky-topic-background: #006bd6f2;--config-thread-list-sticky-topic-border-color: #006bd6ff;--config-thread-list-sticky-topic-flag-color: #006bd6ff;--config-thread-list-topic-button-subscribe-border-width: 1px;--config-thread-list-topic-title-font-weight: bold;--config-thread-pill-answer-background-color: #3cb54aff;--config-thread-pill-author-background-color: #006bd6ff;--config-thread-pill-author-color: #fff;--config-thread-pill-question-background-color: #006bd6ff;--config-thread-pill-question-color: #fff;--config-thread-pill-sticky-background-color: #006bd6ff;--config-thread-pill-sticky-color: #fff;--config-topic-page-answered-field-icon-color: #3cb54aff;--config-topic-page-answered-field-link-color: #006bd6ff;--config-topic-page-header-font-weight: 600;--config-topic-page-post-actions-active: #006bd6ff;--config-topic-page-post-actions-icon-color: #a7aeb5;--config-topic-page-quote-border-color: #aaaaaa54;--config-topic-question-color: #006bd6ff;--config-widget-box-shadow: 0 2px 4px 0 rgba(0,0,0,0.08);--config-widget-cta-background-color: #ffffff;--config-widget-cta-color: #000000ff;--config-widget-tabs-font-weight: normal;--config-widget-tabs-forum-list-header-color: #03161eff;--config-widget-tabs-forum-list-header-hover-color: #006bd6ff;--config-card-border-radius: 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ARTICLES","thumbnailImage":"8cfb1b14-1d28-4043-a9d1-8765d42eee19_thumb.png","parentId":41,"isContainer":false,"children":[],"visibleTopicsCount":22,"url":"https:\/\/community.nintex.com\/rpa-le-49"},{"id":50,"type":1,"title":"Insights","description":"BEST PRACTICE ARTICLES","thumbnailImage":"e06f15ac-00b8-4ac7-be00-95cec03b9a71_thumb.png","parentId":41,"isContainer":false,"children":[],"visibleTopicsCount":0,"url":"https:\/\/community.nintex.com\/insights-50"},{"id":52,"type":1,"title":"K2 blackpearl","description":"BEST PRACTICE ARTICLES","thumbnailImage":"c0df479d-0aab-41b7-9551-c93a85444746_thumb.png","parentId":41,"isContainer":false,"children":[],"visibleTopicsCount":29,"url":"https:\/\/community.nintex.com\/k2-blackpearl-52"}],"visibleTopicsCount":794,"containerCategoriesCount":0,"contentCategoriesCount":15,"url":"https:\/\/community.nintex.com\/best-practice-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":125,"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":55,"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":424,"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":118,"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":40,"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-29","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-automation-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","categoryId":"29","contentType":"article","featuredImage":"","likes":1,"views":91,"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-29","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-automation-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","categoryId":"29","contentType":"article","featuredImage":"","likes":2,"views":78,"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-29","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-automation-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","categoryId":"29","contentType":"article","featuredImage":"","likes":0,"views":44,"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-29","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-automation-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","categoryId":"29","contentType":"article","featuredImage":"","likes":0,"views":37,"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},{"categoryUrl":"https:\/\/community.nintex.com\/nintex-automation-29","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-automation-29\/403-forbidden-error-when-using-smartforms-60239"},"id":"9150","publicId":"60239","title":"403 Forbidden Error when using SmartForms","content":" <h2><strong>Problem<\/strong><\/h2><p>When making use of Smartforms, you may notice it does not function as expected, and the following error is displayed within your network trace:<\/p><p><\/p>Request URL: [RuntimeURL]Request Method: POSTStatus Code: 403Remote Address: [RemoteAddress]Referrer Policy: strict-origin-when-cross-originResponse Headers: Network Log Row Name: [DataSpecificToHeaders]<p> <\/p><h2><strong>Solution<\/strong><\/h2><p>Please refer to the following articles related to Cloudflare blockage:<\/p><p><\/p>https:\/\/developers.cloudflare.com\/support\/troubleshooting\/http-status-codes\/4xx-client-error\/https:\/\/www.skynats.com\/blog\/how-to-fix-cloudflare-403-forbidden-error\/#:~:text=First%2C%20you%20need%20to%20ensure%20the%20IP%20block,working%20fine.%20Try%20to%20clear%20the%20browser%20cache","categoryName":"Nintex Automation","categoryId":"29","contentType":"article","featuredImage":"","likes":0,"views":37,"votes":0,"replyCount":0,"publishedAt":"2023-08-15T10:41:22+02:00","lastActivityAt":"2023-08-15T10:41:22+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":49,"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":78,"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":102,"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\/retention-policy-29853"},"id":"691","publicId":"29853","title":"Retention Policy","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 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\">\u00a0<\/div><div class=\"field Steps__c slds-rich-text-editor__output forceKnowledgeOutputRichTextForKnowledge\">Steps:<ol><li>In Seq, go to \u201cSettings\u201d from the menu in the upper right-hand corner.<\/li>\t<li>Click on \u201cRetention\u201d from the navigation bar on the left.<\/li>\t<li>Click the \u201cAdd policy\u201d button.<\/li>\t<li>The default time is defined as 7 days.<br \/><br \/><img alt=\"24014i3402057D439AFF88.jpg\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/24014i3402057D439AFF88.jpg\" \/><br \/>\t\u00a0<\/li><\/ol><ol start=\"5\"><li>Set the amount of days and\/or hours.<\/li>\t<li>Open the drop-down menu next to \u201cDelete\u201d and choose whether you want to delete all logs when the selected time is due (leave empty) or delete specific type of events according to the drop-down menu.<\/li>\t<li>\u00a0Click \u201cSave changes\u201d.<\/li><\/ol><\/div><div class=\"field More_Information__c slds-rich-text-editor__output forceKnowledgeOutputRichTextForKnowledge\">More Information:<br \/>For more information on Seq, watch the \u201cWorking with Seq\u201d tutorial.<\/div><div class=\"field More_Information__c slds-rich-text-editor__output forceKnowledgeOutputRichTextForKnowledge\">\u00a0<\/div><div class=\"field More_Information__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":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},{"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":89,"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":38,"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":38,"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":111,"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":251,"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":1199,"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\/connecting-to-assuresign-using-the-tls-1-2-protocol-28281"},"id":"977","publicId":"28281","title":"Connecting To AssureSign Using The TLS 1.2 Protocol","content":"<p>Our move to disable insecure web protocols has been ongoing for several years, and in August 2015 we announced plans to disable the TLS 1.0 and 1.1 protocols.<\/p><p>\u00a0<\/p><p>If you are using a client that has not been updated to support TLS 1.2, you may see errors such as this on a Windows environment:<\/p><p>\u00a0<\/p><pre><code>An error occurred while making the HTTP request to [URL] This could be due to the fact that the server certificate is not configured properly with HTTP.SYS in the HTTPS case. This could also be caused by a mismatch of the security binding between the client and the server.<\/code><\/pre><p>With a Java client you may see errors such as:\u00a0<code>java.net.SocketException<\/code>\u00a0or possibly\u00a0<code>java.io.IOException<\/code>\u00a0in conjunction with a connection drop.<\/p><h2 id=\"java\">Java<\/h2><p>Supported TLS protocols in Java are listed\u00a0<a href=\"https:\/\/web.archive.org\/web\/20210515175714\/https:\/\/blogs.oracle.com\/java-platform-group\/entry\/diagnosing_tls_ssl_and_https\" rel=\"noopener noreferrer\" target=\"_blank\">here<\/a>. Additional information is available\u00a0<a href=\"https:\/\/docs.oracle.com\/javase\/7\/docs\/technotes\/guides\/security\/SunProviders.html\" target=\"_blank\" rel=\"noreferrer noopener\">here<\/a>. TLS 1.2 is supported from JDK 7 (July 2011), and it is the default in\u00a0<a href=\"https:\/\/blogs.oracle.com\/java\/post\/jdk-8-will-use-tls-12-as-default\" target=\"_blank\" rel=\"noreferrer noopener\">JDK 8<\/a>.<\/p><p>\u00a0<\/p><p>To enable TLS 1.2 on Java 7, you may set a system parameter:<\/p><pre><code>-Dhttps.protocols=TLSv1,TLSv1.1,TLSv1.2<\/code><\/pre><p>And you may add in code:<\/p><pre><code>System.setProperty(\"https.protocols\", \"TLSv1,TLSv1.1,TLSv1.2');<\/code><\/pre><h2 id=\"-net\">.NET<\/h2><p>In spite of any error indicating a possible certificate issue, this has nothing to do with certificates.<\/p><p>In .NET 4.6, TLS 1.2 is enabled automatically and so negotiation with AssureSign to use TLS 1.2 should occur automatically in that scenario. So targeting and rebuilding your .NET application with .NET 4.6 will work.<\/p><p>If you are using .NET 4.5 and up (4.5.1\/4.5.2), you can still enable negotiation to use TLS 1.2, but it will require a code change since the TLS 1.2 protocol is available but disabled by default in that version of .NET. In this scenario, you may add the following in order to allow correct negotiation:<\/p><p>\u00a0<\/p><pre><code>System.Net.ServicePointManager.SecurityProtocol = System.Net.SecurityProtocolType.Tls | System.Net.SecurityProtocolType.Tls11 | System.Net.SecurityProtocolType.Tls12;<\/code><\/pre><p>\u00a0<\/p><p>With .NET 4.5, it may also be possible to force TLS 1.2 to be used through a registry change.<\/p><pre><code>[HKEY_LOCAL_MACHINESOFTWAREMicrosoft.NETFrameworkv4.0.30319]<br \/>\"SchUseStrongCrypto\"=dword:00000001<br \/>[HKEY_LOCAL_MACHINESOFTWAREWow6432NodeMicrosoft.NETFrameworkv4.0.30319]<br \/>\"SchUseStrongCrypto\"=dword:00000001<\/code><\/pre><p>All AssureSign published client applications were rebuilt in early\u00a02016.\u00a0<\/p><h2>Browsers<\/h2><p><br \/>You may check what your current browser supports by visiting this site:\u00a0<a href=\"https:\/\/web.archive.org\/web\/20210515175714\/https:\/\/www.howsmyssl.com\/\" rel=\"noopener noreferrer\" target=\"_blank\">https:\/\/www.howsmyssl.com\/<\/a>.<\/p>","categoryName":"eSign","categoryId":"32","contentType":"article","featuredImage":"","likes":0,"views":58,"votes":0,"replyCount":0,"publishedAt":"2022-02-15T11:52:10+01:00","lastActivityAt":"2022-08-31T18:03:01+02:00","lastContributor":{"id":"49361","username":"TeresaW","avatar":""},"lastPostId":0,"author":{"id":"49361","username":"TeresaW","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\/how-to-update-my-billing-information-28203"},"id":"902","publicId":"28203","title":"How To Update My Billing Information?","content":"<p>To update your billing information, you can contact your account representative by sending an email to support@nintex.com<\/p> <p>\u00a0<\/p>","categoryName":"eSign","categoryId":"32","contentType":"article","featuredImage":"","likes":0,"views":5,"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\/uploading-a-microsoft-word-document-for-signing-28212"},"id":"911","publicId":"28212","title":"Uploading A Microsoft Word Document For Signing","content":"<p>AssureSign can recognize and use Microsoft Word documents (doc, docx) for creating new Templates and new Documents. All Microsoft Word documents are converted to the PDF format.<\/p><h3 id=\"compatibility-issues-\"><strong>Compatibility Issues<\/strong><\/h3><p>Unfortunately, the conversion to PDF does not always produce identical results to what is seen in Word. However, a few tweaks can help with the process.<br \/>\u00a0<\/p><h4 id=\"page-wrapping-and-line-breaks-\"><strong>Page Wrapping and Line Breaks<\/strong><\/h4><p>Often a document needs certain content to show on certain pages. For instance, the terms of a contract on the first page, and the signature on the second page. If the terms of the contract only take up half of the first page, it's possible to \"push\" content to the second page by pressing \"Enter\" repeatedly and creating many empty lines. This practice can cause issues with the conversion process. Instead, the document should use Page Breaks to separate the content into multiple pages.<br \/>\u00a0<\/p><h4 id=\"font-embedding-\"><strong>Font Embedding<\/strong><\/h4><p>Documents which use unconventional fonts should always embed those fonts within the document. This allows the conversion process to embed those fonts into the PDF.<\/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\/how-to-make-a-sub-account-a-primary-account-for-a-user-28236"},"id":"935","publicId":"28236","title":"How To Make A Sub-Account A Primary Account For A User?","content":"<p>Changing a primary user\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/How-To\/Accounts\/ta-p\/211557\" rel=\"noopener noreferrer\" target=\"_self\">account<\/a>\u00a0will require you to move that user from the current primary account to the sub-account that needs to be the primary user account.<\/p><p>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20333i45D0E03036D70A58.png\" alt=\"20333i45D0E03036D70A58.png\" \/><\/p>","categoryName":"eSign","categoryId":"32","contentType":"article","featuredImage":"","likes":0,"views":4,"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-can-i-receive-assuresign-product-announcements-28313"},"id":"1009","publicId":"28313","title":"How Can I Receive AssureSign Product Announcements?","content":"<p>Follow the AssureSign blog in the community <a href=\"https:\/\/community.nintex.com\/t5\/Blog\/bg-p\/AssureSignBlg\" rel=\"noopener noreferrer\" target=\"_self\">here<\/a>.<br \/><br \/>You can also subscribe to this area:<\/p><p>\u00a0<\/p><p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/20358i8128F06F7248418A.png\" alt=\"20358i8128F06F7248418A.png\" \/><\/p>","categoryName":"eSign","categoryId":"32","contentType":"article","featuredImage":"","likes":0,"views":5,"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\/switching-to-oauth-individual-consent-for-docusign-legacy-integrations-72460"},"id":"9726","publicId":"72460","title":"Switching 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":13,"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\/switching-to-oauth-admin-consent-for-docusign-legacy-integrations-72435"},"id":"9720","publicId":"72435","title":"Switching 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":80,"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":1200,"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":142,"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":94,"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":11,"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":31,"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":35,"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":23,"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":45,"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":69,"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":38,"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\/how-to-find-a-specific-date-in-nintex-rpa-27956"},"id":"1335","publicId":"27956","title":"How to Find a specific date in Nintex RPA","content":"<div><h3>Topic<\/h3><\/div><div>In some scenarios, you will need to know a specific date or calculate some days in advance.<br \/><br \/>With Nintex RPA, you can use the Date\/Time functions available to you.<br \/><br \/>In this instance, we will use a quick DateAdd formula to calculate the date of a Monday. From this, you can grab the Month, Day and Year.<br \/><br \/>Typically this Botflow would run on any given day of the work week.<\/div><div><h3>Instructions<\/h3><\/div><div>You can use the Previous Weekend Date as the date, increase it by 1 and there you have it, Monday\u2019s date. You can also use negative integers to subtract from the date or add by 2, 3, or 4 for different days of the week.<br \/>\u00a0<\/div>","categoryName":"RPA LE","categoryId":"35","contentType":"article","featuredImage":"","likes":0,"views":35,"votes":0,"replyCount":0,"publishedAt":"2022-02-15T11:27:09+01:00","lastActivityAt":"2022-02-15T11:27:09+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\/rpa-le-35","topicUrl":{"destination":"https:\/\/community.nintex.com\/rpa-le-35\/rules-in-targeting-action-27963"},"id":"1342","publicId":"27963","title":"Rules in Targeting Action","content":"<div><h3>Topic<\/h3><\/div><div><p>When using a Targeting action if it is not performing the way you need it to or if it is not showing a preview, check the rules.\u00a0<\/p><p>\u00a0<\/p><\/div><div><h3>Instructions<\/h3><\/div><div><p>In the rules section of a Targeting Action you will see a screen like this:<br \/>\u00a0<\/p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/18496i453219663D80CAAD.png\" alt=\"18496i453219663D80CAAD.png\" \/><p>\u00a0<\/p><p>Under Keystrokes you will see a Mode and a Speed rule that can be changed.\u00a0<\/p><p>\u00a0<\/p><p><strong>Mode:<\/strong><\/p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/18497i091658FD5E8C7053.png\" alt=\"18497i091658FD5E8C7053.png\" \/><p>\u00a0<\/p><p>Overwrite - will send a Home + Shift + Delete to clear out the target before the action executes.<\/p><p>Append - will place your cursor at the end of text before the action executes.<\/p><p>Insert - will place the cursor in the front of text before the action executes.\u00a0<\/p><p>None - Will do nothing before the action executes. This is usually the best option when\u00a0sending specific keystrokes.<\/p>\u00a0<p><strong>Speed:\u00a0<\/strong><\/p><p>\u00a0<\/p><p>You can set the speed as appropriate for your needs.<\/p><p>\u00a0<\/p><p><u>Very Slow<\/u> is best to use when troubleshooting and then you can increase speed as appropriate when your botflow is running correctly.<\/p><p>\u00a0<\/p><\/div><div><h3>Related Links<\/h3><\/div><div><p><br \/><a href=\"https:\/\/community.nintex.com\/t5\/Internal\/Target-Not-Found-error-check-the-rules\/ta-p\/204641\" rel=\"noopener noreferrer\" target=\"_self\">Target-Not-Found-error-check-the-rules<\/a><\/p><p>\u00a0<\/p><p>\u00a0<\/p><\/div>","categoryName":"RPA LE","categoryId":"35","contentType":"article","featuredImage":"","likes":0,"views":20,"votes":0,"replyCount":0,"publishedAt":"2022-02-15T11:27:09+01:00","lastActivityAt":"2022-02-15T11:27:09+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":"","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\/alternative-ways-to-clear-a-field-in-a-web-application-27965"},"id":"1344","publicId":"27965","title":"Alternative Ways to Clear a Field in a Web Application","content":"<div><h3>Topic<\/h3><\/div><div><p>When it is necessary to clear out a field in a web application on a large-scale basis, depending on the web application, this could be an issue. Below are three different ways to delete the contents of a field with Foxtrot.<\/p><p>\u00a0<\/p><\/div><div><h3>Instructions<\/h3><\/div><div><p><strong>Option 1<\/strong> - use a Send Value action with a space in the Send box. Make sure to check the box that says \"Click before sending,\" and that the Overwrite option is selected. Then change the speed to Very Slow. If this works with Very Slow as the option, the speed can be increased from Very Slow in increments.<\/p><p>\u00a0<\/p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/19846i16A831175CCD836D.png\" alt=\"19846i16A831175CCD836D.png\" \/><p>\u00a0<\/p><p><strong>Option 2<\/strong> - Send a delete keystroke. Target the box, choose the Send Value action, then in the Send box pictured above, click the Expression Builder wand on the right and choose Keyboard on the left (see below). Then choose the \u201cHome\u201d key (to start the cursor in the beginning of the password) and then the \u201cDelete\u201d key but this key would have to be clicked once for every character in the password.<br \/><br \/>Example: If it is a 10-digit password, the delete keystore would need to be clicked 10 times. (see blue arrow below). Each time the key is clicked, it adds that keystroke to the bottom row and this is what RPA will be sending into the box. If the exact amount of characters are not known a maximum number of characters the field may contain can be used and the extra deletes will just be ignored.<br \/><br \/>Alternatively, the \u201cEnd\u201d key can be used in the same manner as above with the \u201cBackspace\u201d multiple times to remove one character at a time starting from the end of the password.<br \/><br \/>**FYI \u2013 The need to add the Home key or the End key to the Delete or Backspace respectively is because the cursor didn't always start in the beginning or end of the cell.<\/p><p>\u00a0<\/p><img src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/19847i593CFCAEA69750C1.png\" alt=\"19847i593CFCAEA69750C1.png\" \/><p>\u00a0<\/p><p><strong>Option 3<\/strong> - Target the field and send a Double Click action. Then target the field it again and send the Delete keystroke once but this time, <u>do not check the box that says click box first.<\/u> Set the other controls to Overwrite and Very Slow.<\/p><\/div>","categoryName":"RPA LE","categoryId":"35","contentType":"article","featuredImage":"","likes":0,"views":7,"votes":0,"replyCount":0,"publishedAt":"2022-02-15T11:27:09+01:00","lastActivityAt":"2022-02-15T11:27:09+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":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false}],"36":[],"37":[{"categoryUrl":"https:\/\/community.nintex.com\/k2-cloud-37","topicUrl":{"destination":"https:\/\/community.nintex.com\/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":"K2 Cloud","categoryId":"37","contentType":"article","featuredImage":"","likes":0,"views":82,"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\/k2-cloud-37","topicUrl":{"destination":"https:\/\/community.nintex.com\/k2-cloud-37\/sharepoint-wizards-not-present-in-k2-workflow-designer-28347"},"id":"1365","publicId":"28347","title":"SharePoint wizards not present in K2 workflow designer","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>SharePoint wizards not present in K2 workflow designer<\/h1><\/div><\/div><\/div><\/section><div class=\"container\"><div class=\"row\"><div class=\"col-md-3\"><p>kbt142391<\/p>PRODUCT<div>K2 Cloud<\/div>BASED ON<div>K2 Cloud (all)<\/div>TAGS<div>K2 Designer for SharePoint<\/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>In K2 Cloud workflow designer the SharePoint category is not present.<\/p><h3>Symptoms<\/h3><p>When creating or editing workflows in the K2 workflow designer, the SharePoint workflow category is not present.<\/p><p>This is normally due to the <strong>K2 registration wizard that was not completed<\/strong> but in some cases, this also happens even though workflow is created from a SharePoint list.<\/p><h3>Troubleshooting Steps<\/h3><p>To resolve this, start by <strong>removing the K2 application<\/strong> from the <strong>SharePoint<\/strong> sites and then from the <strong>App catalog<\/strong>.<\/p><p>\u00a0<\/p><p>- After this, <strong>re-add<\/strong> the K2 App on the App catalog and then <strong>run the registration wizard. <\/strong><\/p><p>-\u00a0<strong>Next,\u00a0<\/strong>redeploy the App to the required site collection to reactivate the K2 App.<\/p><p>\u00a0<\/p><p>The SharePoint category should then be added in the K2 workflow designer.<\/p><\/div><\/div><\/div><\/div>","categoryName":"K2 Cloud","categoryId":"37","contentType":"article","featuredImage":"","likes":0,"views":19,"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\/k2-cloud-37","topicUrl":{"destination":"https:\/\/community.nintex.com\/k2-cloud-37\/rest-endpoint-not-returning-data-28361"},"id":"1379","publicId":"28361","title":"Rest Endpoint Not Returning Data","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>Rest Endpoint Not Returning Data<\/h1><\/div><\/div><\/div><\/section><div class=\"container\"><div class=\"row\"><div class=\"col-md-3\"><p>kbt129434<\/p>PRODUCT<div>K2 Cloud K2 Cloud<\/div>BASED ON<div>K2 Cloud K2 Cloud<\/div>TAGS<div>REST<\/div><div>End User<\/div><div>Designer<\/div><div>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>In this scenario you have created a swagger definition which is supposed to return results, but when ran in the SmartObject explorer only two fields are populated in which are the <strong>HTTP Response Code and Status<\/strong>. If you go into the SmartObject tester and execute the SmartObject based on the swagger definition, you will see that only 2 fields are returned.<\/p><h3>Symptoms<\/h3><p>Due to a badly created swagger definition, there may be missing key elements.<\/p><h3>Troubleshooting Steps<\/h3><p>It may be a good idea to check if the swagger definition was formatted correctly. Please check that the outer responses have been populated correctly. It may be a good idea to have a look at the following document in regards Swagger reference formats:\u00a0<a href=\"https:\/\/help.k2.com\/onlinehelp\/k2cloud\/userguide\/current\/default.htm#ServiceBrokers\/EndPoints\/REST_SwaggerFileReferenceFormat.htm\" target=\"_blank\" rel=\"noreferrer noopener\">REST Swagger File Reference Format<\/a>.<\/p><p>\u00a0<\/p><div class=\"CautionBox\"><p>Please note that Swagger DOES NOT support the following:<br \/>\u2022 Defining complex objects elsewhere in the descriptor (e.g. in a Response object). Such objects must be defined here and then referenced using $ref.<br \/>\u2022 Inline definitions: Meaning that if an entity contains a property of another entity type you must declare each entity separately and then reference them for nesting purposes.<br \/>\u2022 It may be necessary to define an object to hold the response that is actually not part of the response model. See \"When to Use a Root Object\" for more information.<\/p><\/div><p>\u00a0<\/p><div class=\"TipBox\"><p>For info on deserialization, please have a look at the following document: <a href=\"https:\/\/help.k2.com\/kb000712\" target=\"_blank\" rel=\"noreferrer noopener\">How to use the Serialize and Deserialize functionality for Data Structures in K2 connect for SAP<\/a><\/p><\/div><p>\u00a0<\/p><\/div><\/div><\/div><\/div>","categoryName":"K2 Cloud","categoryId":"37","contentType":"article","featuredImage":"","likes":0,"views":10,"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\/k2-cloud-37","topicUrl":{"destination":"https:\/\/community.nintex.com\/k2-cloud-37\/unable-to-open-package-deployment-tool-k2-cloud-28336"},"id":"1354","publicId":"28336","title":"Unable to open Package & Deployment tool (K2 Cloud)","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 open Package &amp; Deployment tool (K2 Cloud)<\/h1><\/div><\/div><\/div><\/section><div class=\"container\"><div class=\"row\"><div class=\"col-md-3\"><p>KBS100117<\/p>PRODUCT<div>K2 Cloud<\/div>BASED ON<div>K2 Cloud (all)<\/div>TAGS<div>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 trying to use the deployment tool for K2 Cloud, it seems to fail when you attempt to either create or deploy a package.\u00a0<\/p><p>\u00a0<\/p><p>\u00a0<\/p><h3>Symptoms<\/h3><p>The following error can be seen once the tool is opened:<\/p><p>\u00a0<\/p><strong>\"Primary Credentials Not Authenticated. Session Not Authenticated\"<\/strong><p>\u00a0<\/p><p>\u00a0<\/p><p>\u00a0<\/p><h3>Troubleshooting Steps<\/h3><p>To resolve this issue:<\/p><p>- Open the Control panel on your computer and click on \"User Accounts.\" Click on <strong>make changes to account<\/strong> <strong>in PC settings<\/strong>.<\/p><p>- Click on access \"work\" or \"school\" and the chances are you have more than one account in there.<\/p><p>- Here you will need to select the option \"work\" or \"school account\" that will be used to authenticate.<\/p><p>- You will need to<strong> disconnect the account\u00a0<\/strong>that will not be used.<\/p><p>\u00a0<\/p><p>After this has been done you should be able to connect to the P&amp;D tool and the error will no longer appear here.<\/p><\/div><\/div><\/div><\/div>","categoryName":"K2 Cloud","categoryId":"37","contentType":"article","featuredImage":"","likes":0,"views":42,"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\/k2-cloud-37","topicUrl":{"destination":"https:\/\/community.nintex.com\/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":"K2 Cloud","categoryId":"37","contentType":"article","featuredImage":"","likes":0,"views":19,"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":29,"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":48,"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":266,"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":465,"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\/running-k2-net-2003-server-code-in-debug-mode-28380"},"id":"1397","publicId":"28380","title":"Running K2.net\u2122 2003 Server code in 'Debug' mode","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>Running K2.net\u2122 2003 Server code in 'Debug' mode<\/h1><\/div><\/div><\/div><\/section><div class=\"container\"><div class=\"row\"><div class=\"col-md-3\"><p>KB000065<\/p>DOWNLOADS<div class=\"GreySubHead\">DOWNLOADS<\/div><div class=\"_&quot;FileControlPlaceHolder&quot;\"><a href=\"https:\/\/cdn-cms.k2.com\/kbs\/files\/1979\/KB000065%20Download.zip\" rel=\"noopener noreferrer\" target=\"_blank\"><img src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/doc_icon.png\" alt=\"doc_icon.png\" \/><\/a> <a href=\"https:\/\/cdn-cms.k2.com\/kbs\/files\/1979\/KB000065%20Download.zip\" rel=\"noopener noreferrer\" target=\"_blank\">KB000065 Download<\/a> (4 KB)<\/div>PRODUCT<div>K2.net 2003<\/div><\/div><div class=\"col-md-9\"><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><p>This article explains how to run K2.net\u2122 2003 Server code in \"Debug\" mode using Microsoft\u00ae Visual Studio .NET.<\/p><p>\u00a0<\/p><table><tbody><tr><td colspan=\"3\">In order to debug server event code on a K2.net\u2122 2003 Server, the following steps need to be taken:<\/td>\t\t<\/tr><tr><td>1)\u00a0\u00a0<\/td>\t\t\t<td colspan=\"2\">In K2.net\u2122 2003 Studio, add the following code snippet to your K2.net\u2122 event code for the activity that requires debugging, (In the attached sample process, this code was added to the \u201cServer Code\u201d event).<\/td>\t\t<\/tr><tr><td>\u00a0\u00a0<\/td>\t\t\t<td colspan=\"2\">\t\t\t<p>C#<\/p>\t\t\t<p>\u00a0<\/p>\t\t\t<div class=\"CodeBlock TopBottomPad15\">\t\t\t<div>if (System.Diagnostics.Debugger.IsAttached)<br \/>\t\t\t{<br \/>\t\t\t\u00a0\u00a0System.Diagnostics.Debugger.Break();<br \/>\t\t\t}<\/div>\t\t\t<\/div>\t\t\t<p>\u00a0<\/p>\t\t\t<p>VB<\/p>\t\t\t<p>\u00a0<\/p>\t\t\t<div class=\"CodeBlock TopBottomPad15\">\t\t\t<div>If System.Diagnostics.Debugger.IsAttached Then<br \/>\t\t\t\u00a0\u00a0System.Diagnostics.Debugger.Break()<br \/>\t\t\tEnd If<\/div>\t\t\t<\/div>\t\t\t<p>\u00a0<\/p>\t\t\t<\/td>\t\t<\/tr><tr><td>2)\u00a0\u00a0<\/td>\t\t\t<td colspan=\"2\">Export the process to the K2.net\u2122 Server.<\/td>\t\t<\/tr><tr><td>3)\u00a0\u00a0<\/td>\t\t\t<td colspan=\"2\">\t\t\t<p>Edit the \u201cK2Server.config\u201d file, located by default in the path, \u201c<em>&lt;drive&gt;<\/em>:Program FilesK2.net 2003Bin\u201d, using a text editor such as Notepad. Add the following line to the K2Server.config file:<\/p>\t\t\t<p>\u00a0<\/p>\t\t\t<div class=\"CodeBlock TopBottomPad15\">\t\t\t<div>&lt;Debug Enable=\"True\" \/&gt;<\/div>\t\t\t<\/div>\t\t\t<p>\u00a0<\/p>\t\t\t<\/td>\t\t<\/tr><tr><td>\u00a0<\/td>\t\t\t<td colspan=\"2\"><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000065_1.gif\" width=\"600\" \/><\/td>\t\t<\/tr><tr><td colspan=\"3\">\u00a0<\/td>\t\t<\/tr><tr><td>4)\u00a0\u00a0<\/td>\t\t\t<td colspan=\"2\">Stop and restart the K2.net 2003 Server Service using the Services application, as shown:<\/td>\t\t<\/tr><tr><td colspan=\"3\">\u00a0<\/td>\t\t<\/tr><tr><td>\u00a0<\/td>\t\t\t<td colspan=\"2\"><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000065_2.gif\" width=\"600\" \/><\/td>\t\t<\/tr><tr><td colspan=\"3\">\u00a0<\/td>\t\t<\/tr><tr><td>5)\u00a0\u00a0<\/td>\t\t\t<td colspan=\"2\">Attach the \u201cK2Server.exe\u201d process to the Visual Studio .NET debugger as follows:<\/td>\t\t<\/tr><tr><td>\u00a0\u00a0<\/td>\t\t\t<td>a)\u00a0\u00a0<\/td>\t\t\t<td>In Microsoft\u00ae Visual Studio .NET, select \u201cTools\u201d, followed by \u201cDebug Processes\u2026\u201d from the toolbar.<\/td>\t\t<\/tr><tr><td>\u00a0\u00a0<\/td>\t\t\t<td>b)\u00a0\u00a0<\/td>\t\t\t<td>The \u201cProcesses\u201d window will appear. Browse to the \u201cK2Server.exe\u201d process, select it and then click \u201cAttach...\u201d.<br \/><strong>Note:<\/strong> if the K2Server.exe process does not appear, tick the options \u201cShow system processes\u201d and \u201cShow processes in all sessions\u201d.<\/td>\t\t<\/tr><tr><td colspan=\"3\">\u00a0<\/td>\t\t<\/tr><tr><td>\u00a0<\/td>\t\t\t<td colspan=\"2\"><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000065_3.gif\" width=\"600\" \/><\/td>\t\t<\/tr><tr><td colspan=\"3\">\u00a0<\/td>\t\t<\/tr><tr><td>\u00a0\u00a0<\/td>\t\t\t<td>c)\u00a0\u00a0<\/td>\t\t\t<td>The \u201cAttach to Process\u201d window will appear. Select the \u201cCommon Language Runtime\u201d option and click \u201cOK\u201d, as illustrated:<\/td>\t\t<\/tr><tr><td colspan=\"3\">\u00a0<\/td>\t\t<\/tr><tr><td>\u00a0<\/td>\t\t\t<td colspan=\"2\"><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000065_4.gif\" width=\"402\" \/><\/td>\t\t<\/tr><tr><td colspan=\"3\">\u00a0<\/td>\t\t<\/tr><tr><td>\u00a0\u00a0<\/td>\t\t\t<td>d)\u00a0\u00a0<\/td>\t\t\t<td>The \u201cK2Server.exe\u201d process will now be listed under the \u201cDebugged Processes\u201d section of the \u201cProcesses\u201d window, as shown:<\/td>\t\t<\/tr><tr><td colspan=\"3\">\u00a0<\/td>\t\t<\/tr><tr><td>\u00a0<\/td>\t\t\t<td colspan=\"2\"><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000065_5.gif\" width=\"600\" \/><\/td>\t\t<\/tr><tr><td colspan=\"3\">\u00a0<\/td>\t\t<\/tr><tr><td>\u00a0\u00a0<\/td>\t\t\t<td>e)\u00a0\u00a0<\/td>\t\t\t<td>Visual Studio .NET will now be running in \u201cDebug\u201d mode. Leave Visual Studio .NET open.<\/td>\t\t<\/tr><tr><td>6)\u00a0\u00a0<\/td>\t\t\t<td colspan=\"2\">Start the process that requires debugging, (this may be via a K2.net\u2122 2003 Smartform or via some code, depending on the solution). When the server encounters the breakpoint inserted in step (1), Visual Studio .NET will break execution and the server event code can then be stepped through in \u201cDebug\u201d mode:<\/td>\t\t<\/tr><tr><td colspan=\"3\">\u00a0<\/td>\t\t<\/tr><tr><td>\u00a0<\/td>\t\t\t<td colspan=\"2\"><img alt=\"\" src=\"https:\/\/cdn-cms.k2.com\/kbs\/img\/_orig_kb_img\/kb000065_6.gif\" width=\"600\" \/><\/td>\t\t<\/tr><\/tbody><\/table><p>\u00a0<\/p><\/div><\/div><\/div><\/div>","categoryName":"K2 blackpearl","categoryId":"38","contentType":"article","featuredImage":"","likes":0,"views":12,"votes":0,"replyCount":0,"publishedAt":"2022-02-24T10:31:35+01:00","lastActivityAt":"2022-02-24T10:31:35+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}],"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":1,"views":66,"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\/how-to-move-a-document-between-sites-in-nintex-workflow-for-office-365-27204"},"id":"2015","publicId":"27204","title":"How to move a document between sites in Nintex Workflow for Office 365","content":"<div><h1>Topic<\/h1><\/div><div>How to move a document between sites in Nintex Workflow for Office 365<\/div><p>\u00a0<\/p><div><h1>Instructions<\/h1><\/div><div>Use the Office 365 Upload File action. For more information on how to use the action, please see the link below.<br \/><br \/><a href=\"https:\/\/help.nintex.com\/en-US\/o365\/o365\/O365WorkFlow\/WorkflowActions-INT\/Office365UploadFile.htm\" rel=\"noopener noreferrer\" target=\"_blank\">Office 365 Upload File Help Guide<\/a><br \/><br \/>\u00a0<\/div><p>\u00a0<\/p>","categoryName":"Nintex for SharePoint","categoryId":"39","contentType":"article","featuredImage":"","likes":0,"views":5,"votes":0,"replyCount":0,"publishedAt":"2022-02-15T11:19:06+01:00","lastActivityAt":"2022-02-15T11:19:06+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\/nintex-for-sharepoint-39","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-for-sharepoint-39\/is-there-a-way-to-publish-only-the-nintex-mobile-app-form-without-the-desktop-27148"},"id":"1959","publicId":"27148","title":"Is there a way to publish only the Nintex Mobile App Form without the Desktop","content":"<div><h1>Topic<\/h1><\/div><div>You have a great customised desktop new item aspx form but you also want to have a Nintex mobile form available.<br \/>Publishing a Nintex Mobile form will overwrite your Desktop form as the Desktop form is the default form and cannot be removed.<\/div><p>\u00a0<\/p><div><h1>Instructions<\/h1><\/div><div>To maintain the current desktop form but also have a Nintex mobile form you can create a second content type on the list and then create a Nintex Form on the second content type.<br \/><br \/>Desk top users will still have there form and Mobile users will only see the Mobile form.\u00a0<\/div><p>\u00a0<\/p>","categoryName":"Nintex for SharePoint","categoryId":"39","contentType":"article","featuredImage":"","likes":0,"views":8,"votes":0,"replyCount":0,"publishedAt":"2022-02-15T11:19:06+01:00","lastActivityAt":"2022-02-15T11:19:06+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\/nintex-for-sharepoint-39","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-for-sharepoint-39\/changing-the-domain-on-the-lazyaproval-settings-page-in-central-administartion-27119"},"id":"1930","publicId":"27119","title":"Changing the domain on the LazyAproval settings page in Central Administartion","content":"<div><h1>Topic<\/h1><\/div><div>When enabling Lazy Approval in Central Administration &gt; Nintex Workflow Management &gt; LazyApproval Settings you can set the Alias name but not the domain.<\/div><p>\u00a0<\/p><div><h1>Instructions<\/h1><\/div><div>If the Domain needs to be changed, navigating to Central Administration &gt; Nintex Workflow Management &gt; Global Settings and changing the Reply To Address: setting allows the domain to be altered.<br \/>This will be reflected on the Lazy Approval settings page.\u00a0<\/div><p>\u00a0<\/p>","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":"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\/nintex-for-sharepoint-39","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-for-sharepoint-39\/using-actions-that-have-the-run-now-feature-27045"},"id":"1856","publicId":"27045","title":"Using actions that have the \"Run Now\" feature","content":"<div><h1>Topic<\/h1><\/div><div>When using actions such as Execute SQL, Call Web Service and Query XML the \"Run Now\" feature errors when using variables but behaves as expected when using static text.<\/div><p>\u00a0<\/p><div><h1>Instructions<\/h1><\/div><div>This is expected behavior.\u00a0<\/div><p>\u00a0<\/p><div><h1>Additional Information<\/h1><\/div><div>The \"Run Now\" feature will not resolve the variables from the workflow so testing needs to be done by publishing the workflow and running it.<\/div><p>\u00a0<\/p>","categoryName":"Nintex for SharePoint","categoryId":"39","contentType":"article","featuredImage":"","likes":0,"views":8,"votes":0,"replyCount":0,"publishedAt":"2022-02-15T11:19:06+01:00","lastActivityAt":"2022-02-15T11:19:06+01:00","lastContributor":{"id":"13875","username":"ALagerkrans","avatar":""},"lastPostId":0,"author":{"id":"13875","username":"ALagerkrans","avatar":""},"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":84,"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\/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":60,"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":50,"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\/get-task-comment-in-office-365-26927"},"id":"2092","publicId":"26927","title":"Get Task Comment in Office 365","content":"<div><h1>Topic<\/h1><\/div><div>How to get a Task comment and more in Nintex Workflow for Office 365?<\/div><p>\u00a0<\/p><div><h1>Instructions<\/h1><\/div><div>Refer to this tutorial\u00a0<a href=\"https:\/\/community.nintex.com\/news-18\/how-to-get-task-comments-and-more-in-nintex-workflow-for-365-30242\" rel=\"noopener noreferrer\" target=\"_self\">How to get Task Comments and more in Nintex Workflow for 365<\/a><\/div><p>\u00a0<\/p>","categoryName":"Nintex for Office 365","categoryId":"40","contentType":"article","featuredImage":"","likes":0,"views":35,"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},{"categoryUrl":"https:\/\/community.nintex.com\/nintex-for-office-365-40","topicUrl":{"destination":"https:\/\/community.nintex.com\/nintex-for-office-365-40\/creating-a-sharepoint-group-to-use-in-a-task-action-26931"},"id":"2096","publicId":"26931","title":"Creating a SharePoint Group to Use In a Task Action","content":"<div><h3>Topic<\/h3><\/div><div>How to create a SharePoint Group in Office 365 environment, and then use that group as a \"Participant\" in a Task action.\u00a0<br \/>\u00a0<\/div><p>\u00a0<\/p><div><h3>Instructions<\/h3><\/div><div><ol><li>Go to Site Setting &gt; People and Group.<\/li>\t<li>Add New Group.<\/li>\t<li>After\u00a0the group is created,\u00a0click Add New User to add member of the Group.<\/li><\/ol><\/div><div><h3>\u00a0<\/h3><\/div>","categoryName":"Nintex for Office 365","categoryId":"40","contentType":"article","featuredImage":"","likes":0,"views":6,"votes":0,"replyCount":0,"publishedAt":"2022-02-15T11:32:05+01:00","lastActivityAt":"2022-02-15T11:32:05+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}],"72":[{"categoryUrl":"https:\/\/community.nintex.com\/upgrade-center-72","topicUrl":{"destination":"https:\/\/community.nintex.com\/upgrade-center-72\/request-the-nintex-workflow-upgrade-tool-for-nintex-for-office-365-31406"},"id":"82","publicId":"31406","title":"Request the Nintex Workflow Upgrade Tool for Nintex for Office 365","content":"<p>The Nintex Workflow Upgrade Tool for Office 365 can be requested through Nintex Customer Central. Please visit the\u00a0<a href=\"https:\/\/customer.nintex.com\/Upgrade\/Pages\/default.aspx\" rel=\"nofollow ugc noreferrer noopener\" target=\"_blank\">Nintex Upgrade Center<\/a>\u00a0page for more information.<\/p><p>Learn more about the Nintex for Office 365 to Nintex Automation Cloud Upgrade Tool:<\/p><ul><li><a href=\"https:\/\/www.youtube.com\/playlist?list=PLH4V-yq6KJkuv-UblcY3K5YTG7gEXnI-n\" rel=\"nofollow ugc noreferrer noopener\" target=\"_blank\">Nintex YouTube<\/a><br \/>\tPlaylist of videos showing the Upgrade Tool in action<\/li>\t<li><a href=\"https:\/\/www.youtube.com\/watch?v=FoO97X8bQU0\" rel=\"nofollow ugc noreferrer noopener\" target=\"_blank\">ProcessFest session<\/a><br \/>\tThis session provides an overview of the Upgrade Tool and Upgrade Center<\/li>\t<li><a href=\"https:\/\/help.nintex.com\/en-US\/Office365\/Overview\/Upgrade.htm\" rel=\"nofollow ugc noreferrer noopener\" target=\"_blank\">Upgrade workflows to Nintex Automation Cloud on Nintex Help<\/a><br \/>\tProvides guidance on using the Upgrade Tool and an FAQ<\/li>\t<li><a href=\"https:\/\/help.nintex.com\/en-US\/office365\/Upgrade\/Comparison.htm\" rel=\"nofollow ugc noreferrer noopener\" target=\"_blank\">Platform Differences<\/a><br \/>\tComparison of features available in Nintex for Office 365 and Nintex Automation Cloud<\/li>\t<li><a href=\"https:\/\/learn.nintex.com\/catalog\/learning-paths\/66165\" rel=\"nofollow ugc noreferrer noopener\" target=\"_blank\">Upgrade from Nintex for Office 365 to Nintex Automation Cloud Learning Path<\/a><br \/>\tOn-demand training for upgrading from Nintex for Office 365 to Nintex Automation Cloud.<\/li><\/ul>","categoryName":"Upgrade Center","categoryId":"72","contentType":"article","featuredImage":"","likes":0,"views":105,"votes":0,"replyCount":0,"publishedAt":"2022-12-12T13:14:41+00:00","lastActivityAt":"2022-12-12T13:14:42+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":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/upgrade-center-72","topicUrl":{"destination":"https:\/\/community.nintex.com\/upgrade-center-72\/how-to-sign-up-for-the-nintex-upgrade-center-program-31405"},"id":"81","publicId":"31405","title":"How to sign-up for the Nintex Upgrade Center Program","content":"<p>Interested in learning more about the assistance and support our Upgrade Center team can provide during your upgrade from Nintex for Office 365 to Nintex Automation Cloud? Check out the\u00a0<a href=\"https:\/\/customer.nintex.com\/upgrade\/ucpilot\" rel=\"nofollow ugc noreferrer noopener\" target=\"_blank\">Upgrade Center Program<\/a>\u00a0page to see the benefits of participating in our program and learn how to sign up.\u200b\u200b\u200b\u200b\u200b<\/p><p>Learn more about upgrading from Nintex for Office 365 to Nintex Automation Cloud:<\/p><ul><li><a href=\"https:\/\/www.youtube.com\/playlist?list=PLH4V-yq6KJkuv-UblcY3K5YTG7gEXnI-n\" rel=\"nofollow ugc noreferrer noopener\" target=\"_blank\">Nintex YouTube<\/a><br \/>\tPlaylist of videos showing the Upgrade Tool in action<\/li>\t<li><a href=\"https:\/\/www.youtube.com\/watch?v=FoO97X8bQU0\" rel=\"nofollow ugc noreferrer noopener\" target=\"_blank\">ProcessFest session<\/a><br \/>\tThis session provides an overview of the Upgrade Tool and Upgrade Center<\/li>\t<li><a href=\"https:\/\/help.nintex.com\/en-US\/Office365\/Overview\/Upgrade.htm\" rel=\"nofollow ugc noreferrer noopener\" target=\"_blank\">Upgrade workflows to Nintex Automation Cloud on Nintex Help<\/a><br \/>\tGuidance on using the Upgrade Tool and an FAQ<\/li>\t<li><a href=\"https:\/\/help.nintex.com\/en-US\/office365\/Upgrade\/Comparison.htm\" rel=\"nofollow ugc noreferrer noopener\" target=\"_blank\">Platform Differences<\/a><br \/>\tComparison of features available in Nintex for Office 365 and Nintex Automation Cloud<\/li>\t<li><a href=\"https:\/\/learn.nintex.com\/catalog\/learning-paths\/66165\" rel=\"nofollow ugc noreferrer noopener\" target=\"_blank\">Upgrade from Nintex for Office 365 to Nintex Automation Cloud Learning Path<\/a><br \/>\tOn-demand training for upgrading from Nintex for Office 365 to Nintex Automation Cloud.<\/li><\/ul>","categoryName":"Upgrade Center","categoryId":"72","contentType":"article","featuredImage":"","likes":0,"views":392,"votes":0,"replyCount":0,"publishedAt":"2022-12-12T14:13:40+01:00","lastActivityAt":"2022-12-12T14:13:40+01:00","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":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/upgrade-center-72","topicUrl":{"destination":"https:\/\/community.nintex.com\/upgrade-center-72\/display-item-attachments-on-task-forms-31404"},"id":"80","publicId":"31404","title":"Display Item Attachments on Task Forms","content":"<h2 id=\"toc-hId-1842025191\">Scenario<\/h2><p>This How To article describes the steps needed to upgrade a Nintex for Office 365 approval workflow to Nintex Automation Cloud and display the original list attachments within the task approval form.\u202fThis scenario is one that the Nintex Upgrade Center team has encountered, with technical specialist Godwin Pirame providing a solution.\u202f\u00a0<\/p><h3 id=\"toc-hId--710131770\">After Upgrade<\/h3><ul><li>\t<p>You will see that some actions are unconfigured. Click the <strong>Workflow upgrade details<\/strong>\u00a0link in the upper right corner of the screen. The <strong>Workflow upgrade details<\/strong>\u00a0panel opens and displays the items requiring additional configuration before publishing.\u00a0<\/p>\t<\/li>\t<li>\t<p>The <strong>Assign a task<\/strong>\u00a0action must be configured. Click the <strong>Design Form<\/strong>\u00a0button to open the form designer. The form designer opens and displays the <strong>Forms upgrade details<\/strong>\u00a0panel, displaying any items requiring additional configuration before the form is saved.\u00a0<\/p>\t<\/li><\/ul><h3 id=\"toc-hId-1032678565\">Differences between Nintex for Office 365 and Nintex Automation Cloud<\/h3><ul><li>\t<p>The form associated with the <strong>Assign a task<\/strong>\u00a0action in Nintex Automation Cloud does not automatically display the related list item attachments.\u00a0<\/p>\t<\/li><\/ul><h3 id=\"toc-hId--1519478396\">Configuration<\/h3><ol><li>Use a <strong>Loop for each<\/strong>\u00a0action and insert the <strong>Item attachments<\/strong>\u00a0collection variable from your object\/start event.<br \/>\t\u00a0\t<figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/7d91de43-ae3d-496c-8364-6d1ac6c49ff6.png\" \/><\/figure><\/li>\t<li>In the Loop for each, use a <strong>Create text string<\/strong>\u00a0action, create a text workflow variable (in this example, I created the variable called <strong>AttachmentsURL<\/strong>. This is the variable that will store links to the item attachments that we will use on the task forms.<br \/>\t\u00a0\t<figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/9555c709-816f-4fbc-927e-5cd8467008af.png\" \/><\/figure><\/li>\t<li>Within the create string, build out the string as shown in the image above. The <strong>Name<\/strong>\u00a0and <strong>URL<\/strong>\u00a0variables are found in the loop for each section in the variables panel. Output the result in the same variable created previously in Step 2.<br \/>\t\u00a0\t<figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/af983c97-3319-470c-b716-02e3988ae2e9.png\" \/><\/figure><\/li>\t<li>Insert the variable created in Step 2 into a <strong>Label<\/strong>\u00a0control in your task form. The variable can be found under <strong>User defined variables<\/strong>\u00a0on the task form.<br \/>\t\u00a0\t<figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/9e0cfeb7-3442-43b8-944c-27ce93565bc1.png\" \/><\/figure><p>\u00a0<\/p>\t<\/li><\/ol><p>\u00a0<\/p><h2>Additional Information<\/h2><ul><li><a href=\"https:\/\/help.nintex.com\/en-US\/office365\/Overview\/Upgrade.htm\" rel=\"noreferrer noopener\">Nintex for Office 365 Help - Upgrade Workflows<\/a><\/li>\t<li><a href=\"https:\/\/help.nintex.com\/en-US\/nwc\/Content\/Designer\/Actions\/AssignaTask.htm\" rel=\"noreferrer noopener\">Nintex Automation Cloud Help - Assign a Task<\/a>\u00a0<\/li><\/ul>","categoryName":"Upgrade Center","categoryId":"72","contentType":"article","featuredImage":"","likes":3,"views":1047,"votes":0,"replyCount":0,"publishedAt":"2022-12-12T13:12:25+00:00","lastActivityAt":"2022-12-12T13:12:26+00:00","lastContributor":{"id":"58905","username":"gpamire","avatar":""},"lastPostId":0,"author":{"id":"58905","username":"gpamire","avatar":""},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/upgrade-center-72","topicUrl":{"destination":"https:\/\/community.nintex.com\/upgrade-center-72\/upgrade-send-an-email-action-31403"},"id":"79","publicId":"31403","title":"Upgrade Send an Email action","content":"<h3 id=\"toc-hId-1842027111\" style=\"text-align:left;\"><span style=\"background-color:#ffffff;\">Scenario<\/span><\/h3><p style=\"text-align:left;\"><span style=\"background-color:#ffffff;\">How to upgrade an Nintex for Office 365 workflow to Nintex Workflow Cloud that contains a\u00a0<strong>Send an Email<\/strong>\u00a0action in your workflow design. Depending on your configuration, some of these steps may not apply to your workflow.<\/span><\/p><p style=\"text-align:left;\"><span style=\"background-color:#ffffff;\">\u00a0<\/span><\/p><h3 id=\"toc-hId--710129850\" style=\"text-align:left;\"><span style=\"background-color:#ffffff;\">After Upgrade<\/span><\/h3><ul><li>You will see that the Start Event action and your Send an email actions may need to be reconfigured.\u00a0<\/li>\t<li>Click on the\u00a0Workflow upgrade details link in the upper right corner\u00a0of the screen. The\u00a0 Workflow upgrade details panel\u00a0opens and displays the items requiring additional configuration prior to publishing.<\/li>\t<li>\t<p>You may need to configure the Connection property in the Start Event so that it uses an Nintex Workflow Cloud connection setup for your SharePoint tenant.<\/p>\t<\/li>\t<li>\t<p>You will need to review all Send an Email actions in your workflow to make sure they use the correct email address settings in the Reply to, Sender display name, CC, and BCC properties.<\/p>\t<\/li>\t<li>\t<p>Validate that your subject line and message body have the correct text and use correct variables for including data from your SharePoint list or workflow context.<\/p>\t<\/li>\t<li>\t<p>Some property fields may contain references to deleted variables or properties that are not supported in Nintex Workflow Cloud. They will need to be resolved or deleted.<\/p>\t<\/li>\t<li>\t<p>If you selected, Include current list item attachments, in Nintex for Office 365, an Action set will be created using the\u00a0<strong>Get item attachment by name<\/strong>\u00a0action to load in attachment files from the list item that starts the workflow.<\/p>\t<\/li>\t<li>When using the advanced list lookup option to specify an email recipient for the To, CC, or BCC options; the upgrade will create a compound action set to perform an email address lookup and store it in a variable. See the\u00a0<em>Send an email - recipients<\/em>\u00a0section in the article,\u00a0<a href=\"https:\/\/community.nintex.com\/t5\/Nintex-Upgrade-Center\/Upgrade-actions-using-Advanced-List-Lookup\/ta-p\/213029\" rel=\"noopener nofollow noreferrer\" target=\"_self\">Upgrade actions using Advanced List Lookup<\/a>, for more information.<\/li><\/ul><p style=\"text-align:left;\"><span style=\"background-color:#ffffff;\">\u00a0<\/span><\/p><h3 style=\"text-align:left;\"><span style=\"background-color:#ffffff;\">Differences<\/span><\/h3><ul><li>\t<p>Including file attachments outside of your list item must come from a file variable that gets populated with a file from another workflow action.\u00a0<em>You will not be able to physically upload a file attachment into the workflow action at design time.<\/em><\/p>\t<\/li>\t<li>\t<p>The internal email service setting is no longer supported in Nintex Workflow Cloud<\/p>\t<\/li><\/ul><p style=\"text-align:left;\"><span style=\"background-color:#ffffff;\">\u00a0<\/span><\/p><h3 id=\"toc-hId--1519476476\" style=\"text-align:left;\"><span style=\"background-color:#ffffff;\">Configuration<\/span><\/h3><p style=\"text-align:left;\"><span style=\"background-color:#ffffff;\">\u00a0<\/span><\/p><h4 id=\"toc-hId--366206656\"><span style=\"background-color:#ffffff;\">Connections<\/span><\/h4><p style=\"text-align:left;\"><span style=\"background-color:#ffffff;\">Set the connection property in your workflow start event to use a connection that points to your SharePoint tenant.<\/span><\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/17c70f2e-61c7-480f-a2f0-2e73c28f9224.gif\" \/><\/figure><p style=\"text-align:left;\"><span style=\"background-color:#ffffff;\">\u00a0<\/span><\/p><h4 id=\"toc-hId-1376603679\"><span style=\"background-color:#ffffff;\">\u00a0<\/span><\/h4><h4 id=\"toc-hId--1175553282\"><span style=\"background-color:#ffffff;\">References Warning<\/span><\/h4><p style=\"text-align:left;\"><span style=\"background-color:#ffffff;\">If you see the yellow warning message to remove references to deleted variables or properties, look for the property box that is border highlighted in yellow. The message body in the image below,\u00a0also bordered in yellow, has a problem with the link to the SharePoint item and needs resolved.<\/span><\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/034dfcd1-bf6f-4d17-870f-9bfe2b7e4bb5.png\" \/><\/figure><p style=\"text-align:left;\"><span style=\"background-color:#ffffff;\">\u00a0<\/span><\/p><p style=\"text-align:left;\"><span style=\"background-color:#ffffff;\">The link to the SharePoint item used a variable from the O365 workflow version and needs to be resolved. We can click on the Variables menu option, select that variable in question and resolve it with a new variable that contains the \"Item URL\" start event variable as shown in the following animation.<\/span><\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/5011486f-35ce-446d-a8fb-de0e7fa870b0.gif\" \/><\/figure><p style=\"text-align:left;\"><span style=\"background-color:#ffffff;\">\u00a0<\/span><\/p><p style=\"text-align:left;\"><span style=\"background-color:#ffffff;\">\u00a0<\/span><\/p><h4 id=\"toc-hId-567257053\"><span style=\"background-color:#ffffff;\">Include current list item attachments<\/span><\/h4><p style=\"text-align:left;\"><span style=\"background-color:#ffffff;\">If you selected to include attachments to your Send an email action from the current list item, Nintex will create a compound action set to loop through and load in the physical attachment files of the SharePoint list item that started the workflow instance with a\u00a0<strong>Get item attachment by name<\/strong>\u00a0action and add them to a file collection object.<\/span><\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/b91b26c8-021c-4d6b-a0bf-e7d89fdab86a.png\" \/><\/figure><p style=\"text-align:left;\"><span style=\"background-color:#ffffff;\">\u00a0<\/span><\/p><p style=\"text-align:left;\"><br \/><span style=\"background-color:#ffffff;\">The file collection object will then be set in the\u00a0<strong>File attachments<\/strong>\u00a0property of the Send an Email action.<\/span><\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/6d074ffe-f44e-4672-8268-7bc57bb8a667.png\" \/><\/figure><p style=\"text-align:left;\"><span style=\"background-color:#ffffff;\">\u00a0<\/span><\/p><p style=\"text-align:left;\"><span style=\"background-color:#ffffff;\">\u00a0<\/span><\/p><h4 id=\"toc-hId--1984899908\"><span style=\"background-color:#ffffff;\">Other Attachments<\/span><\/h4><p style=\"text-align:left;\"><span style=\"background-color:#ffffff;\">If you want to add attachments to the message from sources outside your SharePoint list items, you will need to use a Get a file action from any document repository that will host the document and load it into a file variable. The following example pulls a document from a SharePoint document library using the Get a file action above Send an Email, then stores it in a variable named, fileMyExternalFile.\u00a0<\/span><\/p><figure><img alt=\"\" src=\"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/attachment\/fbe7dc47-8fa8-4db3-bde5-837c6b26f522.png\" \/><\/figure><p style=\"text-align:left;\"><span style=\"background-color:#ffffff;\">\u00a0<\/span><\/p><p style=\"text-align:left;\"><span style=\"background-color:#ffffff;\">\u00a0<\/span><\/p><h3 id=\"toc-hId-347450942\" style=\"text-align:left;\"><span style=\"background-color:#ffffff;\">References<\/span><\/h3><p style=\"text-align:left;\"><span style=\"background-color:#ffffff;\"><a href=\"https:\/\/help.nintex.com\/en-US\/office365\/Overview\/Upgrade.htm\" rel=\"noopener nofollow noreferrer\" target=\"_blank\">Nintex for Office 365 Help - Upgrade Workflows<\/a><\/span><\/p><p style=\"text-align:left;\"><span style=\"background-color:#ffffff;\"><a href=\"https:\/\/help.nintex.com\/en-US\/nwc\/Content\/Designer\/Actions\/SendanEmail.htm\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">Nintex Workflow Cloud Help - Send an email action<\/a><\/span><\/p><p style=\"text-align:left;\"><span style=\"background-color:#ffffff;\"><a href=\"https:\/\/help.nintex.com\/en-US\/nwc\/Content\/Designer\/Startevents\/SharePointOnlineStartEvents.htm\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">Nintex Workflow Cloud Help - SharePoint start events<\/a><\/span><\/p><p style=\"text-align:left;\"><span style=\"background-color:#ffffff;\"><a href=\"https:\/\/help.nintex.com\/en-US\/nwc\/Content\/Designer\/Actions\/SharePointOnline-GetaFile.htm\" rel=\"nofollow noopener noreferrer\" target=\"_blank\">Nintex Workflow Cloud Help - SharePoint - Get a file action<\/a><\/span><\/p>","categoryName":"Upgrade Center","categoryId":"72","contentType":"article","featuredImage":"","likes":0,"views":149,"votes":0,"replyCount":0,"publishedAt":"2022-12-12T14:10:51+01:00","lastActivityAt":"2022-12-12T14:10:51+01:00","lastContributor":{"id":"20523","username":"JRoberts","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/22476i80F3EF93CC5B67D4.jpg"},"lastPostId":0,"author":{"id":"20523","username":"JRoberts","avatar":"https:\/\/uploads-us-west-2.insided.com\/nintex-us\/icon\/22476i80F3EF93CC5B67D4.jpg"},"sticky":false,"publicLabel":"","ideaStatus":{"name":"","textColor":"","backgroundColor":""},"hasBestAnswer":false,"likedOrVotedByCurrentUser":false},{"categoryUrl":"https:\/\/community.nintex.com\/upgrade-center-72","topicUrl":{"destination":"https:\/\/community.nintex.com\/upgrade-center-72\/do-calculation-upgrade-31402"},"id":"78","publicId":"31402","title":"Do Calculation Upgrade","content":"<h3 id=\"toc-hId-1842048934\">Scenario<\/h3><p>This How To article describes the steps needed to upgrade a Nintex for Office 365 Do Calculation action to Nintex Workflow Cloud.<br \/>\u00a0<\/p><h3 id=\"toc-hId--710108027\">After Upgrade<\/h3><p>The Calculate a Value action must be configured.<br \/>\u00a0<\/p><h3 id=\"toc-hId-1032702308\">Differences<\/h3><p>In Nintex for Office 365, the Do Calculation action has four ways to specify a value:<\/p><ul><li>\t<p>Hard-coded value<\/p>\t<\/li>\t<li>\t<p>Workflow context<\/p>\t<\/li>\t<li>\t<p>List lookup<\/p>\t<\/li>\t<li>\t<p>Workflow variable<\/p>\t<\/li><\/ul><p>In Nintex Workflow Cloud, a variable must be specified from:<\/p><ul><li>\t<p>Workflow variable<\/p>\t<\/li>\t<li>\t<p>Start event<\/p>\t<\/li>\t<li>\t<p>Context<br \/>\t\u00a0<\/p>\t<\/li><\/ul><h3 id=\"toc-hId--1519454653\">Adjustments<\/h3><p>Click the Calculate a Value action and enter the values and operator used from your Nintex for Office 365 workflow, making sure to select a variable (or create a new variable) to store the calculation results.<\/p><p>For detailed instructions, watch the following video:<\/p><p><oembed url=\"https:\/\/youtu.be\/k1bzvBdCa34\"><\/oembed><\/p><p>\u00a0<\/p><h3 id=\"toc-hId-223355682\">References<\/h3><ul><li><a href=\"https:\/\/help.nintex.com\/en-US\/office365\/Designer\/Actions\/DoCalculation.htm\" rel=\"nofollow ugc noreferrer noopener\" target=\"_blank\">Nintex for Office 365 Help - Do Calculation<\/a><\/li>\t<li><a href=\"https:\/\/help.nintex.com\/en-US\/office365\/Overview\/Upgrade.htm\" rel=\"nofollow ugc noreferrer noopener\" target=\"_blank\">Nintex for Office 365 Help - Upgrade Workflows<\/a><\/li>\t<li><a href=\"https:\/\/help.nintex.com\/en-US\/nwc\/Content\/Designer\/Actions\/CalculateaValue.htm\" rel=\"nofollow ugc noreferrer noopener\" target=\"_blank\">Nintex Workflow Cloud Help - Calculate a Value<\/a><\/li><\/ul>","categoryName":"Upgrade Center","categoryId":"72","contentType":"article","featuredImage":"","likes":0,"views":30,"votes":0,"replyCount":0,"publishedAt":"2022-12-12T14:09:09+01:00","lastActivityAt":"2022-12-12T14:09:10+01:00","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":"","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":63,"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":2,"views":36,"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" class="box__pad--sides--mobile-only" data-props='{"currentCategory":27,"currentParent":null}'></div> </div> </div> <div class="full-width Template-footer"> <div data-preact="powered-by-insided/index" class="powered-by-insided-footer" data-props="{"rootUrl":"community.nintex.com","termsConditions":"\/site\/terms","cookieConfig":{"use_external_modal":false,"mapping":{"required":1,"anonymous":2,"all":3}},"communityVisibility":"public","isGuestUser":true,"phrases":{"Forum":{"branded.back_to_top":"Back to top","Terms & Conditions":"Terms & Conditions","cookiepolicy.link":"Cookie settings"}}}"><div class="Template-footer"><div class="sitewidth box box--blend" data-component="scrollTopStickyButton"><div class="templatefoot"><a href="https://www.gainsight.com/customer-communities/" class="logo-gainsight" title="Visit Gainsight.com" target="_blank" rel="noreferrer" aria-label="Powered by Gainsight"><span class="is-hidden">Powered by Gainsight</span></a></div><div class="templatefoot-privacy-links"><a href="/site/terms" aria-label="Terms & Conditions">Terms & Conditions</a><a href="#" aria-label="Cookie settings">Cookie settings</a></div><span class="scroll-to-top-sticky-button js-scrollto widget--base-shadow is-hidden-S custom-scroll-to-top" title="Back to top" aria-label="Back to top"></span></div></div></div> </div> <a href="/topic/new" aria-label="Create topic" data-track='{"trigger":"floating button","type":"Topic Initiated"}' role="button" class="btn--cta btn--create-topic btn--fixed btn--fixed__bottom is-visible-S qa-menu-create-topic"> <span class="icon icon--pen icon--auto-width" aria-hidden="true"></span> </a> <div class="modals box is-hidden js-legacy-modals"> <div class="qa-register-modal" data-helper="modal" data-data='{"modal_id": "register", "mainClass": "modal--register"}' id="modal_register" > <label for="" > </label> <h2> Sign up </h2> <p> Already have an account? 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