Looking into CRM systems that are out there, that are cloud based, vtiger CRM came up. Since Nintex Workflow doesn’t have built in connectors to vtiger, I decided to look into their REST API. I investigated what the login steps are, and what is needed, eg access key, login details etc. There are few things […]
A Brazilian friend of mine reached out to me, where she had a DateTime field on a list that was configured to only be a Date. But when trying to compare the current date in the workflow to the value in the field, it would never match. That makes sense, because Nintex treats the current […]
This comes up fairly regularly, so it was a good time to post about this. Especially after an exciting and inspiring Nintex InspireX User Conference. I’m talking about the ability for a workflow to query a SharePoint calendar, and get recurring events. There was a lot of searching online to find a way to create […]
I’m going to do a quick post today, since it’s time to head home from the awesome Nintex InspireX event in Las Vegas. I had the question of replacing some text in all the values in a Collection. Imagine having a collection with values like: a123 b234 x456 and you want to remove all the […]
Although figuring out the file type can be as simple as checking the content type, sometimes that doesn’t give us the data we need. In this case, any document can be uploaded to a document library in SharePoint and I have a need to figure out the file type. The easiest way I can think […]
Looking at talking to a Geographic Information System from an automated business process? Well, Nintex Workflow will let you talk to most any system that has a web API. A great example of that, is Esri ArcGIS. As long as you have applied for a developer account, you’ll be provided with a Client ID and […]
Recently, I was asked whether Nintex Workflow can talk to Insightly. Insightly is Googles CRM product. So as it’s the end of the year (2015) and I want to hit 50 User Defined Actions on this site, I decided to try to talk to Insightly. I created the UDAs that you can reuse in your […]
You’ll see in the video below, that I’ve found the Copy to SharePoint action very powerful, but the down side, is that it only runs on the current item the workflow is running on. If it’s a document, it will copy the document to another document library. If it’s an item the workflow is running on, […]
Lately, I’ve had conversation with a number of people around getting running workflows to communicate to each other. Send data back and forth. Send some information from one workflow to another, to get it to do some work. You can do this with the Store Data and Retrieve Data actions in Nintex Workflow for SharePoint […]
Although the Nintex Workflow Collection Operation action has a Remove Duplicates option, it removes the duplicates, but keeps the original. So if you have something like this: 1,2,2,3,4,4,5 You result would be : 1,2,3,4,5 What I want, is for the duplicates and their originals to be removed. Resulting in this : 1,3,5 (I don’t want […]