NDMS Help

Saving and Publishing Forms

A form must be published in order to make it available to users. Published forms are automatically saved. Use the Save button to save changes to the form design without publishing.

In addition to the standard SharePoint publishing, forms can also be published to Nintex Live, an internet hosted service. For information on publishing to Nintex Live, refer to Publishing forms to Nintex Live below.

Saving a form

To save a form:

In the Nintex Forms Ribbon, click the Save button.
A progress indicator will display while the saving process occurs. If designing and editing a form in Nintex Workflow using Nintex Forms, a confirmation dialog is displayed when the form is saved.

The Confirm save dialog displays

- The device specific layouts that will be published with the form.

- The Live Settings configuration for the form (if Nintex Live Forms has been enabled). The Live Settings configurations can be changed by clicking on the Change link.

- Any mobile details as far as Nintex Mobile layouts created.

- The option to skip 'Confirm save" and "Save completed" dialogs. Selecting this option will no longer show the dialogs for the current form, on the current browser, until the option is rest in the "Form Settings" dialog. When selected, a toaster notification will be shown informing the user when the form has been saved successfully.

A Form saved successfully message will be displayed just below the Ribbon at the top right of the design canvas.

Note: If designing and editing a form in Nintex Workflow using Nintex Forms, only the Save button is available in the form designer Ribbon. The form is published when the workflow is published. Refer to Designing forms in Nintex Workflow for more information.

Publishing a form

Before a form becomes available to users within SharePoint lists and libraries, it must be published.

Note: If there are any form or control settings that have not been configured, the Publish button will be disabled.

To publish a form:

In the Nintex forms Ribbon, click the Publish button. The Confirm publishing dialog will open.
The Confirm publishing dialog displays:

- The device specific layouts that will be published with the form.

- The Live Settings configuration for the form (if Nintex Live Forms has been enabled).

- The Live Settings configurations can be changed by clicking on the Change link.

3. Click Publish.

This may take a few seconds. A Form published successfully message will display.

If the Publish and Close option is selected the form will close immediately after a successful publish.

Note: The form is automatically saved before it is published. It is not necessary to Save and then Publish a form.

Note: If a published form has controls that are connected to columns, workflow variables or labels that are associated to a bound control; property changes made to the columns or workflow variables will be automatically synchronized to the Nintex form without needing to republish the form.

Publishing forms to Nintex Live

In addition to the standard SharePoint publishing, forms can also be published to Nintex Live to provide access via the internet.

Note: Only the following form types can be published to Nintex Live:

List new item form
Site workflow start form (requires Nintex Workflow)
Workflow task form (requires Nintex Workflow)

Note: Only the Classic Forms Designer can publish forms to Nintex Live.

To configure settings for Nintex Live publishing:

In the Nintex Forms Ribbon, click on the Live Settings.
In the Live Settings dialog, select the Publish to Nintex Live option. Refer to Live Settings help topic for more information.
Once all desired Live Settings options have been set, click Save.

To publish a form to Nintex Live:

Ensure that settings for Nintex Live publishing have been configured and follow the steps outlined above in Publishing a form.

Important

If a published form has controls that are connected to columns, workflow variables or labels that are associated to a bound control; property changes made to the columns or workflow variables will be automatically synchronized to the Nintex form without needing to republish the form. However, if the form has already been published to Nintex Live, it must be republished to Nintex Live for the changes to reflect on the Live form.

If a workflow is configured to start when a new item is created:

When a list form is submitted by an anonymous user, the workflow will run under the identity of the form designer.
When a list form is submitted by an authenticated user, the workflow will try to run using the authenticated user's credentials if the user can be found in Active Directory. If the user credentials cannot be found, the workflow will run under the identity of the form designer. If the user is found but has no access to the list, the workflow will run under the identity of the form designer.

Unsupported features

The following are controls that cannot be rendered by Nintex Live. These controls will not appear in the form when viewed via Nintex Live:

External Data Column
Managed Metadata
Recurrence
People
List Item
List Lookup
List View
Workflow Diagram

Note: Task delegation scenarios are not supported in Nintex Live. If a workflow task form has a delegation link, it will be hidden.