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Showing page 1 of 2 (14 total posts)
  • Update an Excel document automatically

    Hello All-  I am relatively new to Nintex & SharePoint. I am hoping someone might be able to answer this for me. We have a large Excel file that has an ODBC connection to external data. Is there a way we can create a workflow to have the excel file pull the data & refresh daily without us opening it up? If so please give me some how ...
    Posted to General Discussion (Forum) by jlgull1 on May 8, 2014
  • Update Item works first time, not subsequent updates

    I run a weekly workflow to select records in a list to determine if they are eligible for a change in Escalation status.  Upon creation, the Escalation field (choice type) defaults to Green.  Based on criteria, Escalation may be Green, Yellow or Red. For months now, workflow has been updating Green to either Yellow or ...
    Posted to General Discussion (Forum) by kdavis4 on March 16, 2012
  • Accessing WSS Field Name "Path (FileDirRef) for Document Libraries.

    Hello all,  I am currently creating a workflow that updates a field of a file in document library that wil display the the path (or FileRefDir) of the file in a document library. I would like to set a workflow variable to the value of the path field so I can manipulate it. However it seems that the Nintex workflow cannot see the ...
    Posted to General Discussion (Forum) by jesseyrose on August 30, 2011
  • Update Item Action to Update a lookup column

    I am trying to use the Update Item action to update a lookup column on the current item, but I can't seem to get it to work. I have 2 lists, Request and Status.  The Request list has a column Request Status that is a lookup to the Status list.  I am trying to set the initial status of the item to "New".  I have ...
    Posted to General Discussion (Forum) by jmcconnell on July 31, 2010
  • Updating start and end times for an event content type

    I have a very simple workflow which updates the "end time" associated with an event content type.  Unfortunately it doesn't work.  There is only one step in my workflow, and that is to set the field value.  The field I am trying to set is "End Time".  I am using the "Use date when ...
    Posted to General Discussion (Forum) by bjanssen on March 25, 2010
  • Custom membership provider and create/update actions

    Hello, I'm contacting you after trying to push Nintex Workflow 2007 in production in my company but I'm having a really problematic issue. When we try to use Nintex Workflow 2007 actions in our environment, we have problems with actions which try to update a column (type: Person or group only). With a simple workflow which create an item ...
    Posted to General Discussion (Forum) by Adrien T on September 11, 2009
  • No fields showing when Configuring an Action

    We have an Update Item action which Updates many fields for an item (around 30).  Now when editing this action none of the fields show up.  If you look at the XML they are present and the workflow still works OK, but we can no longer edit it.  We have had the problem before when fields don't show up the first time you edit it, ...
    Posted to General Discussion (Forum) by paulsmith on August 6, 2009
  • Re: Is it possible to check 'what' changed if a workflow runs only on 'edited' items?

    We had the same situation this week. 1. Our main workflow ("PROCESS") was done without forms, approvals, request data or review actions. We used WaitForFieldChange actions (well, we did have a final approval action). 2. We wanted to inform the user if the STATUS or TIER fields changed any time during the workflow (which could be done ...
    Posted to General Discussion (Forum) by Anonymous on June 26, 2009
  • update field action not working directly after request data action for usernames

    Hi, I am using a request data action to get the names of users for the next step of the workfow. These usernames are stored in variables. I then use an update field action to store this variable in the initial list. The next step of my workflow uses these usernames to request furtehr data from them. When I run the workflow the steps up to the ...
    Posted to General Discussion (Forum) by ads22 on June 3, 2009
  • "Error updating a list item" with state machine

    Using Nintex Workflow 2007 One of my states in my state machine performs updates to a list.  If multiple new list items are created and run through the state at once I get "Error updating a list item" but if I enter new list items slowly and wait for the state change before entering a new list item I get no errors.  The ...
    Posted to General Discussion (Forum) by eastridge on April 23, 2009
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