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SharePoint Online

How To: SharePoint grouped view conditional formatting

Recently my customer asked me to create a dashboard, to monitor completion of tasks in a workflow. The idea was to highlight completed, on track and overdue tasks with different colors. First I thought about using SharePoint list with Modern Experience, and column formatting. But then I was asked, not only to highlight rows for tasks, but also their grouping header – as there were many tasks created per each group of tasks and the customer wanted to see status of a whole group ad-hoc, without a need to drill down.

Nintex Document Generation

How To: use Nintex Mobile signature in Document Generation

I recently was asked a question: how can I use the signature from the Nintex Mobile inside a document being generated by the Generate Document action? Unfortunately this is not yet feasible only using Nintex products. This is because Nintex Workflow for Office 365 is not handling correctly the binary data (it loses null bits) so what I proposed was to use Microsoft Flow.

Working with Nintex for Office 365 REST API from Azure Functions

Still being under impression from working with Azure Functions, I decided to try finally build a solution for Nintex Workflows for Office 365, where I have a single repository of workflows’ definitions, and from here I am able to publish them across the site, to different libraries or lists. Previously I was only able to do it using PowerShell or tools like Postman or Fiddler. However I wanted to have a single workflow that does all of the magic for me.

Tasks’ permissions in Nintex Workflow for Office 365

In Nintex Workflow for SharePoint (every version), when you use the “Flexi task” action, that creates and assigns tasks to specific users, if you (as a viewer) are not the assignee, workflow tells you that “You are not authorized to respond to this task.” – then to make yourself authorized you have to click the “delegate” link, then to reassign that task to yourself.

How to: Migration of Workflow Constants from on premise to Office 365

Workflow constants are a feature available only in Nintex Workflow for SharePoint on premises, allowing you to store globally used workflow variables in a single place. These variables can be then used across all web applications and site collections in your SharePoint Farm, or just in a single site – depending on the scope where they were created.

There are numerous use cases where Workflow Constants can be used: keep user credentials used for authentication in actions, keep thresholds for approvals, or keep specific dates, which are important for your company operational processes and many more, generally related to the “dictionary” purposes.

Nintex Forms

Dynamic repeating section in Nintex Forms – how to

My last project required creation of a dynamic list of approvers for the approval process (a coincidence? ), based on a location and volume threshold. And some other parameters, but this is not a case. At first I naturally thought about a list, that would hold such mappings for me. Then I thought to query that list within a workflow, using filtering to gather only a specific subset and then, using a state machine, to go through and assign tasks.

But there was a catch! Customer expected, that the form should allow to display that list of dynamically gathered approvers and then to show how each one expressed approval. And with the possibility to add or remove existing ones!