Traveling home the other day after a great Microsoft Ignite conference in Orlando, I couldn’t help but think about all the conversations we had with current and prospective customers.
I particularly appreciated the length of these discussions. This was the first time I can remember having so many demo conversations last 30-40 minutes and span so many different workflow automation topics. Conversations seemed to fly by as we discussed various aspects of the platform. Customers were really impressed with all of the enhancements we’ve made to Nintex Workflow Cloud, especially in Release 31, which landed Sept. 20, 2017.
It’s a testament to both the evolution and the maturity of the platform that we faced a welcome challenge — how to quickly show off all the great new stuff without sending people into workflow automation shock!
I’m proud of what our team has accomplished since our launch last year. The offering continues to evolve quickly and provide a powerful automation platform to our 7,000+ customers worldwide.
The latest release includes so much innovation that I wanted to take a moment to quickly highlight a few key areas.
Forms have long been a key component of the Nintex product suite. They trigger just about every imaginable business process, so you really can’t think about workflow automation without considering forms. Our forms offering took a huge step forward not long ago with the availability of Nintex Forms for Nintex Workflow Cloud.
Nintex Workflow Cloud now makes it really convenient to design and connect a form to a process from directly inside the workflow designer, which in turn makes it super easy to utilize form data within the workflow. Customers also can easily choose between an anonymous form submission or select a more secure access point through the Nintex Mobile app.
Nintex forms are also responsive and provide the ability to custom-brand and embed the form into web pages or mobile application using a variety of new form controls, including images, headings, date/time, text, single choice, multi-choice, yes/no, and number.
Note: With the introduction of Forms for Nintex Workflow Cloud, workflows built with the legacy Public web forms or Nintex Mobile start events will continue to run, and will remain editable. Due to the improvement with Forms for Nintex Workflow Cloud and a more elegant way to include a mobile experience, we have deprecated these as options and they will no longer be available to select from as start events when creating new workflows.
2. Document Generation
If you’re not familiar with it, Nintex Document Generation is quite powerful. It intelligently automates the creation of data-driven documents using Salesforce, SharePoint or Office 365 at the click of a button.
New features here include:
- Support for multiple templates
- Conditional inclusion of templates, merge types
- Support for multiple file output formats
Many processes involve the assignment and management of tasks or work that needs to be done.
New features here include:
- Enabled a new workflow design action called “Assign a Task.” This action provides designers with a single outcome task to utilize within their workflow.
- Made task outcomes more intuitive by moving the task outcomes field to the outcomes section in the configuration for the Express Approval action.
- Improved the Express Approval experience by ensuring default text size and font are consistent.
4. File Management
Most processes involve some sort of file, whether a Word document, a spreadsheet, or a PowerPoint presentation. We’ve always been committed to making file management easy; now we’ve added two new features:
- Support for the use of file collections in “Express Approval” and “Send an email” actions. File collections provide the workflow designer an easy way to manage multiple files within a workflow. In this case, a designer could simply attach a collection of files in one step versus adding individual files.
- Support for the use of file collections in the “Store a File” action provided for Box, Dropbox, One Drive, Google Drive and Citrix Fileshare.
These features drastically improve the workflow designer’s ability to manage and utilize a set of files related to a process. Nintex Workflow Cloud doesn’t physically store files. Instead, we provide the ability to store files in an external repository such as Box, Dropbox, One Drive, Google Drive and Citrix Fileshare (purposely, for security and simplicity reasons).
New file management features include:
- All EFSS Copy a File actions now have consistent path field “ghost text” to help ensure configuration is more intuitive.
- Copy/Move file actions now support the use of either a fully-formed path inclusive of filename/extension or a directory path that specifies only the target folder location.
Many processes require some sort of legally binding signature. Whether you’re approving a purchase, closing a sale, or signing an agreement, adding an e-signature step can greatly accelerate and improve a process.
New e-signature features include:
- Support for multiple recipients/signers in the Adobe “Get Signature” actions.
- Improved action store output picker in Adobe Get Signature lets a designer capture additional output metadata.
- Improved the DocuSign experience by exporting signed files to a collection as an output variable.
6. Workflow Designer
We have improved the workflow design experience by adding a small yet powerful new feature that dramatically reduces the number of clicks required. When you’re building and managing a lot of different processes and workflows, the fewer clicks the better.
We have also simplified things so that when a particular connector has only one connection option, it is automatically selected.
7. Workflow as a Service
You can easily trigger a workflow from any external system or application by configuring a workflow to be started externally. That’s because a published workflow is also a REST end point. This makes it easy to leverage the power of the Nintex Platform from mobile apps or proprietary systems.
New features here include:
- Streamlined and simplified the workflow publish and contextual dialogs used to configure an externally started workflow.
Connecting CRM processes and data to other key systems and people across different areas of the business isn’t easy. Nintex Workflow Cloud makes this possible for anyone regardless of their skill set. New CRM-related features include an improved user experience in Salesforce and Microsoft Dynamics when adding fields to the action configuration. Customers can now filter and add multiple fields at once.
So there you have it: Eight significant platform improvements in Release 31 of Nintex Workflow Cloud!
If you’re new to Nintex, try it free for yourself here: Nintex Workflow Cloud free 30 day trial.