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SharePoint – Nintex – Request Data vs Nintex Forms


Currently I'm implementing an appraisal process for one of my customers using Nintex Workflow and Nintex Forms. My initial thought was to create an appraisal form and then create a workflow with a number of Request Data tasks as the form bounces between the reviewee and the reviewer. I have however always found that tasks… Continue reading SharePoint – Nintex – Request Data vs Nintex Forms

Nintex Workflow · PowerShell · SharePoint · SharePoint 2013

SharePoint – Nintex – finding the number of actions left on your license


Nintex workflow has a number of different ways you can license their products. For on-premises installations Nintex have had a server based license for a long time. Since Nintex Workflow has appeared in office 365 they have had a different licensing model which makes the number of workflows and action relevant. they offer this model both… Continue reading SharePoint – Nintex – finding the number of actions left on your license

Nintex Workflow · SharePoint · SharePoint 2013 · Workflow

SharePoint – DocuSign – How to implement electronic signatures within a Nintex workflow with DocuSign


In some of my projects at Triad,  I've been using SharePoint 2013 to digitally sign documents with DocuSign. In this article I'm describing how DocuSign works and how to implement a Nintex workflow in SharePoint to get your documents digitally signed. DocuSign Introduction The important terms to get familiar with first: Envelope - This represents… Continue reading SharePoint – DocuSign – How to implement electronic signatures within a Nintex workflow with DocuSign

Nintex Workflow · SharePoint · SharePoint 2013 · Workflow

SharePoint 2013 – Nintex – How to update tasks with document details


Today I've got a document library with an approval workflow on it. For the approval I've used a Request data task. Within the Request Data task I'm collecting some additional fields. This data will then be displayed within a list view web part on my page. Some of these field the user will have to… Continue reading SharePoint 2013 – Nintex – How to update tasks with document details

Nintex Workflow · SharePoint · SharePoint 2013 · Workflow

SharePoint 2013 – Nintex – How to include the workflow link in display templates


Today, I've build a nice Nintex list workflow to manage the approval of incoming requests. On the SharePoint list I've got a Manage requests column that gives me a link to the workflow. When I click on the link I get the overview with all my tasks: This is great but now I want to… Continue reading SharePoint 2013 – Nintex – How to include the workflow link in display templates