Workflow Automation frequently asked questions
Nutrient Workflow Automation enables organizations to create, manage, and optimize business processes. This FAQ addresses common questions about setup, configuration, troubleshooting, and advanced features.
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Getting started
Common questions for new Workflow Automation users:
- How do I submit a help ticket?
- What browsers does Nutrient support?
- I forgot my password
- How to clear your browser cache
- Frequently asked questions about the Nutrient acquisition
User management and authentication
Questions about user accounts, permissions, and security:
- How do I import Active Directory users into Nutrient using ADSync?
- How do I force a user to change their password on the next login?
- Does Nutrient support two-factor authentication?
- Is there any way to configure account lockout rules?
- Can I add a message to the login screen?
- What is the iapprove account?
- The difference between a requester and a recipient
- What is "Submit on Behalf of" when starting a new request?
- Do notifications get sent out to users that have been disabled?
Process management
Questions about creating, configuring, and managing workflows:
- How do I schedule a process?
- Can I change the name of a milestone task on a process in production?
- Can I migrate a group of requests from one version of a process to an updated version?
- When to version a production workflow
- How do I make the lines in a process straight?
- What are best practices for testing in Nutrient?
- Is there any negative impact if I change the timeout configuration on a task in a process in production?
- When a Nutrient administrator performs a task reset or redo-completion, is there a logging table where this information is stored?
- Does the user recent activity store data when a user resets or reassigns a task?
Forms and data management
Questions about forms, fields, and data handling:
- What character limits apply to the form input fields?
- Why are fields from my form not showing up in data configurations?
- How can I extract grid data to add it to custom tables?
- How can I paste spreadsheet rows into a grid?
- How do I prefill a result in a contact search?
- Can HTML forms be hosted outside the Nutrient portal?
- Can I authenticate with SAML when hosting HTML forms outside the Nutrient portal?
- How to configure dynamic task and request names
- Upgrading your select list fields — a step-by-step guide
Tasks and assignments
Questions about task configuration and user assignments:
- Using assigner tasks
- Assign future tasks with the form assigner
- Can I prevent a new request ID from being created until a task completed?
- How do I edit the request description and other fields after the workflow has started?
- Is there a way to edit the name of a request after it has been submitted?
- What does "Create a Copy of this Request" do?
Notifications and communications
Questions about email notifications and messaging:
Reporting and dashboards
Questions about reports, analytics, and data visualization:
- I would like to set a report to run from a set date through the current day. How can I set my report to do that automatically?
- Embedding calendars in dashboards
Document processing
Questions about document generation and file handling:
- What is the PDF generator task?
- When to use Document generation vs. PDF generator
- Using the Excel import task to enhance your automation
- How do I limit the allowed max file attachment size?
- What is the best practice for archiving request data (e.g. attachments)?
- Can Nutrient pass files into SharePoint?
Integration and connectivity
Questions about connecting Nutrient with other systems:
- Does Nutrient integrate with Microsoft products?
- How do I connect my Nutrient Cloud instance to a database not on Nutrient’s network?
- How do I access my private database server?
- Create a table maintenance process
- Coalescing data: An advanced Nutrient technique
System administration
Questions about installation, configuration, and maintenance:
- How is user concurrency determined for my installation?
- What do I need to change when I load balance Nutrient?
- How do I force local communication within the application?
- How do I enable
AUTHfor Nutrient to Redis communication? - Where are the logs for my on-premises installation, what do they contain, and what should I look out for?
- Does Nutrient support leap year dates?
- What is advanced technical support (ATS)?
- What is admin coaching?
Customization
Questions about personalizing and extending Nutrient: