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Nintex Integration

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KanBo now integrates with most advanced workflow platform for SharePoint.

Prerequisites

1. Generate a pair of self-signed certificates (one .pfx certificate and one .cer certificate). Remember the certificate password
2.
Update Your KanBo web.config section. The examplary code should look like this:
<auth.app issuer="nintex-actions-cert">
<signature algo="rs256">
<cert type="x509-file" file="C:\Certs\NintexCert.cer"/>
</signature>
<mapper type="service" name="Nintex workflow" roles="service"/>
<mapper type="user" roles="*"/>
<mapper type="login" roles="*"/>
</auth.app>

1. Enter Workflow.

2. The workflow requires 4 specific workflow variables to work properly. You can add them by going into the Workflow Settings

The required 4 variables are:

KanBoHostUrl - The URL of Your KanBo

KanBoCertPath - Path to a .pfx certificate

KanBoCertPass - Password of the certificate

KanBoUserId - ID of the KanBo User that will perform the actions in the workflow

To get the ID of Your KanBo user, visit Your MyBoard and Your KanBo User ID will be present in the URL (example: kanbo.contoso.com/myboard/1, where the 1 here is Your KanBo User ID)

3. Drag and Drop actions to create a flow. You can search for any action using the searchbox.

4. Make sure to fill every action's values. See more about actions later in the article.

5. Publish the Workflow.

6. Create a new item in a corresponding Task List.

7. Wait a moment and you will see results in KanBo!


Board Collection Actions

Add Board Collection

Adds a Board Collection.

Input Parameters

Name

Type

Description

Board Collection Name

String

The name of the Board Collection that will be created.

Output Parameters

Name

Type

Description

Store Board Collection ID outcome in

String

The variable that will hold the Board Collection ID of the newly created Board Collection.


Get Board Collection

Searches for the Board Collection by name and returns its ID.

Input Parameters

Name

Type

Description

Board Collection Name

String

The name of the Board Collection that will be searched for.

Output Parameters

Name

Type

Description

Store new Board Collection ID outcome in

String

The variable that will hold the Board Collection ID of the found Board Collection.


Delete Board Collection

Deletes a Board Collection.

Input Parameters

Name

Type

Description

Board Collection ID

String

The Board Collection ID of the Board Collection to be deleted.

Output Parameters

None


Rename Board Collection

Changes the name of a Board Collection.

Input Parameters

Name

Type

Description

Board Collection ID

String

The Board Collection ID of the Board Collection which will have its name changed.

Board Collection Name

String

The new name for the Board Collection.

Output Parameters

None


Get Board Collection Template

Searches for the Board Collection Template by name and returns its ID.

Input Parameters

Name

Type

Description

Board Collection Template Name

String

The name of the Board Collection Template that will be searched for.

Output Parameters

Name

Type

Description

Store Board Collection Template ID outcome in

String

The variable that will hold the Board Collection Template ID of the found Board Collection Tempalte.


Add Board Collection from Template

Adds a Board Collection from a specific Template to KanBo.

Input Parameters

Name

Type

Description

Board Collection Name

String

The name of the Board Collection that will be added.

Board Collection Template ID

String

The Board Collection Template ID which will be used to create the new Board Collection.

Output Parameters

Name

Type

Description

Store new Board Collection ID outcome in

String

The variable that will hold the Board Collection ID of the newly created Board Collection.



Board Group Actions

Add Board Group to Board Collection

Adds a Board Group to a specific Board Collection.

Input Parameters

Name

Type

Description

Board Collection ID

String

The Board Collection ID of the Board Collection that will have a Board Group added.

Board Group Name

String

The Name of the Board Group.

Output Parameters

Name

Type

Description

Store Board Group ID outcome in

String

The variable that will hold the Board Collection ID of the newly created Board Collection.


Get Board Group

Searches for the Board Group by name in a specific Board Collection and returns its ID.

Input Parameters

Name

Type

Description

Board Collection ID

String

The Board Collection ID of the Board Collection where the Board Group will be searched for.

Board Group Name

String

The name of the Board Group that will be searched for.

Output Parameters

Name

Type

Description

Store new Board Collection ID outcome in

String

The variable that will hold the Board Group ID of the found Board Group.


Rename Board Group

Changes the name of a Board Group.

Input Parameters

Name

Type

Description

Board Group ID

String

The Board Group ID of the Board Group which will have its name changed.

Board Group Name

String

The new name for the Board Group.

Output Parameters

None


Remove Board Group

Removes a specific Board Group from a specific Board Collection.

Input Parameters

Name

Type

Description

Board Collection ID

String

The Board Collection ID of the Board Collection which will have a Board Group removed.

Board Group ID

String

The Board Group ID of the Board Group which will be removed.

Output Parameters

None



Board Actions

Add Board

Adds a new Board to KanBo.

Input Parameters

Name

Type

Description

Board Name

String

The Name for the to be added Board.

Color

Choice

Choose the Color of the to be added Board.

Output Parameters

Name

Type

Description

Store new Board ID outcome in

String

The variable that will hold the Board ID of the newly created Board.


Get Board

Searches for the Board by name and returns its ID.

Input Parameters

Name

Type

Description

Board Name

String

The name of the Board to be found.

Output Parameters

Name

Type

Description

Store Board ID outcome in

String

The variable that will hold the Board ID of the found Board.


Delete Board

Deletes a Board in KanBo.

Input Parameters

Name

Type

Description

Board ID

String

The Board ID of the Board which will be deleted.

Output Parameters

None


Close Board

Closes a specified Board.

Input Parameters

Name

Type

Description

Board ID

String

The Board ID of the Board to be closed.

Output Parameters

None 


Reopen Board

Opens a closed Board

Input Parameters

Name

Type

Description

Board ID

String

The Board ID of a closed Board to be reopened.

Output Parameters

None


Add Message to Board Chat

Sends a message to a Board Chat in specified Board.

Input Parameters

Name

Type

Description

Board ID

String

The Board ID of a Board which will receive a Chat message

Chat message

String

The message that will be sent in the Board Chat.

Output Parameters

None


Change Board Color

Changes the color of a Board.

Input Parameters

Name

Type

Description

Board ID

String

The Board ID of a Board which will have a color changed.

Color

Choice

Choose the color which will be set in a Board.

Output Parameters

None


Add Board To Board Group

Adds a Board to a Board Group in specified Board Collection.

Input Parameters

Name

Type

Description

Board Collection ID

String

The Board Collection ID which Board Group will have the Board added.

Board Group ID

String

The Board Group ID which will have the Board added.

Board ID

String

The Board ID of the Board that will be added to a Board Group.

Output Parameters

None


Remove Board From Board Group

Removes a Board from a Board Group in a specific Board Collection.

Input Parameters

Name

Type

Description

Board Collection ID

String

The Board Collection ID which Board Group will have a Board removed.

Board Group ID

String

The Board Group ID which will have a Board removed.

Board ID

String

The Board ID of the Board which will be removed from the Board Group.

Output Parameters

None


Get Board Template

Searches for the Board Template by name and returns its ID.

Input Parameters

Name

Type

Description

Board Template Name

String

The name of the Board Template that will be searched for.

Output Parameters

Name

Type

Description

Store Board Template ID outcome in

String

The variable that will hold the Board Template ID of the found Board Collection.


Add Board from Template

Adds a new Board from Template to KanBo.

Input Parameters

Name

Type

Description

Board Name

String

The Name for the to be added Board.

Board Template ID

Choice

The Board Template ID of the Board Template to be used for Board creation.

Output Parameters

Name

Type

Description

Store new Board ID outcome in

String

The variable that will hold the Board ID of the newly created Board.



Card Actions

Add Card

Adds a Card with specified name in specified Board and sets the Card on specified Status.

Input Parameters

Name

Type

Description

Status ID

String

The status ID of the Status on which the card will be set after creation.

Card Name

String

The name of the Card to be created.

Output Parameters

Name

Type

Description

Store new Card ID outcome in

String

The variable that will hold the Card ID of the newly created Card.


Get Card

Searches for the Card in a specific Board by name and returns its ID.

Input Parameters

Name

Type

Description

Board ID

String

The Board ID of the Board in which the Card will be looked for.

Card Name

String

The name of the Card to be found.

Output Parameters

Name

Type

Description

Store new Card ID outcome in

String

The variable that will hold the Card ID of the found Card.


Get Card Template

Searches for the Card Template in a specific Board by name and returns its ID.

Input Parameters

Name

Type

Description

Board ID

String

The Board ID of the Board in which the Card Template will be looked for.

Card Template Name

String

The name of the Card Template to be found.

Output Parameters

Name

Type

Description

Store new Card ID outcome in

String

The variable that will hold the Card ID of the found Card Template.


Apply Card Template on Card

Applies a Card Template on an existing Card in a specific Board.

Input Parameters

Name

Type

Description

Board ID

String

The Board ID of the Board in which the Card will have a Card Template applied.

Card ID

String

The Card ID of the Card which will have a Card Template applied.

Card Template ID

String

Card Template ID of the Card Template which will be applied to the Card.

Output Parameters

None


Archive Card

Archives a Card in a specific Board.

Input Parameters

Name

Type

Description

Card ID

String

The Card ID of the Card which will be archived.

Output Parameters

None


Delete Card

Deletes a Card from a specific Board.

Input Parameters

Name

Type

Description

Card ID

String

The Card ID of the Card to be deleted.

Output Parameters

None


Rename Card

Changes the name of a Card in a specific Board.

Input Parameters

Name

Type

Description

Card ID

String

The Card ID of the Card which will have its name changed.

Card Name

String

The new name for the Card.

Output Parameters

None


Get Status 

Searches for the Status in a specific Board by name and returns its ID.

Input Parameters

Name

Type

Description

Board ID

String

The Board ID of the Board in which the Status will be looked for.

Status Name

String

The name of the Status to be found.

Output Parameters

Name

Type

Description

Store Status ID outcome in

String

The variable that will hold the Status ID of the found Status.


Set Card Status

Sets the Status of a specific Card in a specific Board.

Input Parameters

Name

Type

Description

Board ID

String

The Board ID of the Board in which the Card will have its Status set.

Card ID

String

The Card ID of the Card which will have its Status set.

Status ID

String

The Status ID of the Status which the Card will be set to.

Output Parameters

None


Add Comment to Card

Adds a Comment to a Card.

Input Parameters

Name

Type

Description

Card ID

String

The Card ID of the Card which will have a Comment added.

Comment

String

The contents of the Comment.

Output Parameters

None


Set List

Moves a specific Card to a specific List in a specific Board.

Input Parameters

Name

Type

Description

Board ID

String

The Board ID of the Board in which the Card will be moved.

Card ID

String

The Card ID of the Card which will be moved.

Target List Name

String

The Name of the List which the Card will be moved to.

Output Parameters

None


Add Label to Card

Adds a Label to a specific Card in a specific Board.

Input Parameters

Name

Type

Description

Board ID

String

The Board ID of the Board in which the Card will have a Label added.

Card ID

String

The Card ID of the Card that will have a Label added.

Label Name

String

The Name of the Label which will be added on a Card.

Output Parameters

None


Get Card Responsible User

Returns the KanBo User ID of the User set as responsible in a specific Card.

Input Parameters

Name

Type

Description

Card ID

String

The Card ID of the Card with the responsible User.

Output Parameters

Name

Type

Description

Store Responsible ID outcome in

String

The variable that will hold the KanBo User ID of the responsible KanBo User.


Get Card Creator

Returns the KanBo User ID of the User which created a specific Card.

Input Parameters

Name

Type

Description

Card ID

String

The Card ID of the Card.

Output Parameters

Name

Type

Description

Store Creator ID outcome in

String

The variable that will hold the KanBo User ID of the KanBo User that created the Card.


Add Document Group to Card

Adds a Document Group to a specific Card in a specific Board.

Input Parameters

Name

Type

Description

Card ID

String

The Card ID of the Card which will have the Document Group added.

Document Group Name

String

The Name of the Document Group to be added.

Output Parameters

Name

Type

Description

Store Document Group ID outcome in

String

The variable that will hold the Document Group ID of the newly added Document Group.


Move Card

Moves a Card between Boards.

Input Parameters

Name

Type

Description

Card ID

String

The Card ID of the Card which will be moved.

Board ID

String

The Board ID of the Board which the Card will be moved to.

Status ID

String

The Status ID of the Status that will be set after the Card is moved to the New Board.

Output Parameters

None


Add Card from Template

Adds a Card from a specific Template with specified name in specified Board and sets the Card on specified Status.

Input Parameters

Name

Type

Description

Status ID

String

The status ID of the Status on which the card will be set after creation.

Card Name

String

The name of the Card to be created.

Card Template ID

String

The Card Template ID of the Card Template that will be used to create a Card based on.

Output Parameters

Name

Type

Description

Store new Card ID outcome in

String

The variable that will hold the Card ID of the newly created Card.


Rename Card Element

Renames a Card Element. Card Element can be a Note, Checklist, Card Child Group, etc.

Input Parameters

Name

Type

Description

Element ID

String

The Element ID of the Element to be renamed.

Element Name

String

The name that the Element will be renamed to.

Output Parameters

None


Remove Card Element

Removes a Card Element.

Input Parameters

Name

Type

Description

Card Element ID

String

The Element ID of the Element to be removed.

Output Parameters

None


Card Dates Actions

Add Due Date to Card

Adds a Due Date to a Card.

Input Parameters

Name

Type

Description

Card ID

String

The Card ID of the Card which will have a Due Date added.

Due Date

Datetime

The Date to be set as a Due Date in Card. Formatted like this: mm/dd/yyyy. The Due hour is chosen from the dropdown menu. KanBo does not accept minutes, so they should stay at 00

Output Parameters

None


Add Start Date to Card

Adds a Start Date to a Card.

Input Parameters

Name

Type

Description

Card ID

String

The Card ID of the Card which will have a Start Date added.

Start Date

Datetime

The Date to be set as a Start Date in Card. Formatted like this: mm/dd/yyyy. The Start hour is chosen from the dropdown menu. KanBo does not accept minutes, so they should stay at 00.

Output Parameters

None


Add Card Date to Card

Adds a Card Date to a Card. Note: A Card Date is not a Start or Due Date.

Input Parameters

Name

Type

Description

Card ID

String

The Card ID of the Card which will have a Card Date added.

Date Name

String

The Name of the Card Date.

Start Date

Datetime

The Date to be set for the Card Date in Card. Formatted like this: mm/dd/yyyy. The Card Date hour is chosen from the dropdown menu. KanBo does not accept minutes, so they should stay at 00.

Output Parameters

None


Remove Card Due Date

Removes a Card Due Date from a specific Card.

Input Parameters

Name

Type

Description

Card ID

String

The Card ID of the Card which will have a Due Date removed.

Output Parameters

None


Remove Card Start Date

Removes a Card Start Date from a specific Card.

Input Parameters

Name

Type

Description

Card ID

String

The Card ID of the Card which will have the Start Date removed.

Output Parameters

None


Remove Card Date

Removes a Card Date from a specific Card. Note: Card Date is not Start Date nor is it Due Date.

Input Parameters

Name

Type

Description

Card ID

String

The Card ID of the Card which will have a Card Date removed.

Card Date Name

String

The Card Date Name of the Card Date to be removed.

Output Parameters

None


Card Checklist Actions

Add Checklist to Card

Adds a Checklist to a specific Card.

Input Parameters

Name

Type

Description

Card ID

String

The Card ID of the Card which will have a Checklist added.

Checklist Name

String

The name of the Checklist to be added.

Output Parameters

Name

Type

Description

Store Checklist ID outcome in

String

The variable that will hold the Checklist ID of the newly created Checklist.


Get Checklist

Searches for the Checklist in a specific Card by name and returns its ID.

Input Parameters

Name

Type

Description

Card ID

String

The Card ID of the Card in which the Checklist will be looked for.

Checklist Name

String

The name of the Checklist to be found.

Output Parameters

Name

Type

Description

Store Checklist ID outcome in

String

The variable that will hold the Checklist ID of the found Checklist.


Card Checklist Item Actions

Add Item to Checklist

Adds an Item to a specific Checklist.

Input Parameters

Name

Type

Description

Checklist ID

String

The Checklist ID of the Checklist which will have an Item added.

Checklist Item Name

String

The name of the Item to be added.

Output Parameters

Name

Type

Description

Store Checklist Item ID outcome in

String

The variable that will hold the Checklist Item ID of the newly added Checklist Item.


Get Checklist Item

Searches for the Checklist Item in a specific Card by name and returns its ID.

Input Parameters

Name

Type

Description

Card ID

String

The Card ID of the Card in which Checklist will have its Item looked for.

Checklist ID

String

The Checklist ID of the Checklist in which its Item will be looked for.

Checklist Item Name

String

The name of the Checklist Item to be found.

Output Parameters

Name

Type

Description

Store Checklist Item ID outcome in

String

The variable that will hold the Checklist Item ID of the found Checklist Item.


Rename Item in Checklist

Renames a specific Item in a specific Checklist.

Input Parameters

Name

Type

Description

Checklist Item ID

String

The Checklist Item ID of the Checklist Item to be renamed.

Checklist Item Name

String

The new name for the Checklist Item.

Output Parameters

None


Complete Checklist Item

Sets a Checklist Item in a specific checklist as complete.

Input Parameters

Name

Type

Description

Checklist Item ID

String

The Checklist Item ID of the Checklist Item to be set as complete.

Output Parameters

None


Delete Item from Checklist

Removes a specific Item from a specific Checklist.

Input Parameters

Name

Type

Description

Checklist Item ID

String

The Checklist Item ID of the Checklist Item to be removed.

Output Parameters

None


Uncomplete Checklist Item

Sets an Item in a Checklist in a specific Card from a specific Board as incomplete.

Input Parameters

Name

Type

Description

Checklist Item ID

String

The Checklist Item ID of the Checklist Item to be set as incomplete.

Output Parameters

None



Card Note Actions

Add Note

Adds a Note to a specific Card.

Input Parameters

Name

Type

Description

Card ID

String

The Card ID of the Card which will have the Note added.

Note Name

String

The name of the Note.

Note Content

String

The content of the Note.

Output Parameters

Name

Type

Description

Store Note ID outcome in

String

The variable that will hold the Note ID of the newly created Note.


Get Note

Searches for the Note in a specific Card by name and returns its ID.

Input Parameters

Name

Type

Description

Card ID

String

The Card ID of the Card in which the Note will be looked for.

Note Name

String

The name of the Note to be found.

Output Parameters

Name

Type

Description

Store Note ID outcome in

String

The variable that will hold the Note ID of the found Note.


Edit Card Note Content

Edits the contents of a specific Note

Input Parameters

Name

Type

Description

Note ID

String

The Note ID of the Note which will have its content edited.

Note Content

String

The new contents of the note.

Output Parameters

None



Relation Actions

Create Card Relation

Creates a relation between two specific Cards.

Input Parameters

Name

Type

Description

Relation Type

Choice

The Relation to be created between two cards. The possible relations are:

  • Parent
  • Child
  • Next
  • Previous

First Card ID

String

The Card ID of the Card that will have a relation added.

Second Card ID

String

The Card ID of the Card that will be related to the first Card.

Output Parameters

None


Remove Card Relation

Removes a relation between two specific Cards.

Input Parameters

Name

Type

Description

Relation Type

Choice

The Relation to be removed between two cards. The possible relations are:

  • Parent
  • Child
  • Next
  • Previous

First Card ID

String

The Card ID of the Card that will have a relation removed.

Second Card ID

String

The Card ID of the Card that will have its relation to the first Card removed.

Output Parameters

None


Add Child Card Group to Card

Adds a Child Card Group to a specific Card within a specific Board.

Input Parameters

Name

Type

Description

Card ID

String

The Card ID of the Card that will have a Child Card Group added.

Child Card Group Name

String

The name of the Child Card Group to be created

Output Parameters

Store Child Card Group ID outcome in

String

The variable that will hold the Child Card Group ID of the newly added Child Card Group



User Actions

Add Users to KanBo

Adds a User to KanBo.

Input Parameters

Name

Type

Description

Users

String or Profile Picker

The User to be added to KanBo.

Output Parameters

None


Deactivate User

Deactivates a KanBo User account inside KanBo

Input Parameters

Name

Type

Description

Users

String or Profile Picker

The KanBo User to deactivated.

Output Parameters

None


Grant Lite License

Grants the Lite License the specified KanBo User.

Name

Type

Description

Users

String or Profile Picker

The KanBo User that will have a Lite License granted.

Output Parameters

None


Grant Full License

Grants the Full License the specified KanBo User.

Input Parameters

Name

Type

Description

Users

String or Profile Picker

The KanBo User that will have a Full License granted.

Output Parameters

None


Add Users to Board Collection

Adds a User or Users to a specific Board Collection

Input Parameters

Name

Type

Description

Board Collection ID

String

The Board Collection ID of the Board Collection which will have a KanBo User added.

Users

String or Profile Picker

The KanBo User which will be added to the Board Collection.

Output Parameters

None


Remove User from Board Collection

Removes a User from a specific Board Collection

Input Parameters

Name

Type

Description

Board Collection ID

String

The Board Collection ID of the Board Collection which will have a KanBo User removed.

Users

String or Profile Picker

The KanBo User which will be removed from the Board Collection.

Output Parameters:

None


Add Users to Board

Adds a User or Users to a specific Board.

Input Parameters

Name

Type

Description

Board ID

String

The Board ID of the Board in which the User is to be added.

Users

String or Profile Picker

The KanBo User to be added to the Board.

Output Parameters

None


Remove Users from Board

Removes a User from a specific Board.

Input Parameters

Name

Type

Description

Board ID

String

The Board ID of the Board in which the User is to be removed.

Users

String or Profile Picker

The KanBo User to be removed from the Board.

Output Parameters

None


Add Users to Card

Adds a User or Users to a specific Card.

Input Parameters

Name

Type

Description

Card ID

String

The Card ID of the Card that will have Users added.

Users

String or Profile Picker

The KanBo User to be added to the KanBo Board.

Output Parameters

None


Remove User from Card

Removes a KanBo User from a specific Card

Input Parameters

Name

Type

Description

Card ID

String

The Card ID of the Card that will have a User removed.

Users

String or Profile Picker

The KanBo User to be removed from the Card.

Output Parameters

None


Set User as Card Responsible

Sets the KanBo User as responsible for a specific Card.

Input Parameters

Name

Type

Description

Card ID

String

The Card ID of the Card which will have a KanBo User added as responsible.

User

String or Profile Picker

The KanBo User to be set as Card Responsible.

Output Parameters

None


Get Board User

Searches for a KanBo User in a specific Board by name and returns its ID.

Input Parameters

Name

Type

Description

Board ID

String

The Board ID of the Board in which the KanBo User will be looked for.

User Name

String

The name of the KanBo User to be found.

Output Parameters

Name

Type

Description

Store User ID outcome in

String

The variable that will hold the KanBo User ID of the found KanBo User.



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