Welcome to NITRO Studio™
NITRO Studio™ Installation
SharePoint On-premises Installation
Office 365-SharePoint Online Installation
Install NITRO Studio App
Permissions for NITRO API
Setup NITRO Studio components
Activate NITRO in a Site
Next Steps After Installation
NITRO™ Admin Guide
NITRO Studio Admin Page
NITRO Applications
Subscription Details
Activate NITRO in a Site
Manage a Site
Updating NITRO Studio
Accessing the Apps
NITRO™ Forms
Overview of Forms
Overview of NITRO Forms Designer
Manage Forms
Advanced Settings
Revert to Native Forms
Top Ribbon
Custom NITRO Columns
Lookup Column
Setting up Cascading Lookups
Associated Items Settings
Signature Pad Settings
Attachments Column Settings
Tags Column Settings
QR Code Column Settings
Barcode Column Settings
NITRO Managed Columns
NITRO User Column
NITRO Rating Scale Column
NITRO Discussion Column
Left-side Pane
Layouts and Theme
Form Controls
Tabs and Sections
Tables
Line or HTML
Choice Bar
Attachments box
Actions
Form Settings
Auto-fill Settings
External Data Columns
Advanced
Custom JavaScript
Custom CSS
Form Event Actions
Column Permissions
Column Validations
Extended Settings
Right-side Pane
General - tabs & sections
General - columns
On Column Value Change Event
Permissions
Validations
UI
Style - for buttons
Global Settings
Regional Time Settings
Cache
Themes
General Tab
Tab/Section Tab
Controls Tab
Buttons
Search Dialog Tab
NITRO™ Reports
Report Manager
Create and Update Reports
Configure Report
List Details
Report Type
Column (x-axis)
Row (y-axis)
Cell Value
Advanced Settings
Select Theme
Using Scripts with Reports
Show in Report Center
Multi-series Reports
Manage Report Themes
Add a Report or Report Center to a page
Scheduled Reports
Report Center
Using Reports in a Dashboard
NITRO™ Workflows
General Settings
General
Microsoft Graph API
Workflow Logs
Legacy vs. Designer
Workflow Designer
Ribbon Controls
Debug
Save, Publish, Close
Settings
Conditions
Variables
List Settings, Import, Export, Version History
Flow Chart Controls
Events and Controls
Actions
Configuring Workflows
Workflow Actions
Add List Item
Update List Item
Delete List Item
Send Mail
Send SMS Text
Move Item
Query List
WF Variable (Deprecated)
Manage Permissions
Invoke Workflow
Invoke Web Service
Invoke Azure Function
Parse CSV
Create Meeting
Generate Document
Document Intelligence Action
Calculate Embeddings
Docusign
Backup Item
Microsoft Teams
Create a Teams Channel
Send Mail to a Teams Channel
Post an adaptive card
Conditions, Placeholders & Functions
Conditions
Placeholders
Functions
Reserved Characters
Workflow Variables
Workflow Use Cases
Use Case - Assign Ticket to Owner
Use Case - Update Total Cost of Purchase
Use Case - Update Approvers on Change Request
Use Case - Using Usercollection to for multi-user field updates
Use Case - Archive Closed Tickets
Workflow Execution Logs
NITRO™ Portal
Classic UI Portal
Portal Settings
Home Page and Theme
Quick Tickets
Useful Links
Site Title, Description, and Logo
Branding
Configure Apps and Pages
Portal Forms
Notices
Security settings
General Settings
Modern UI Portal
NITRO Site Settings
Advanced Approvals
Configuring Approvals
Approval Levels
Configuring Mail Templates
AI Services - Chatbots & NLP
Branding App
Classic Site UI Branding
Crow Canyon Themes
Configuring Custom Themes
Removing Branding
General Settings
Theme Builder
Modern Site UI Branding
Site UI Settings
Site Theme
Custom Actions
Overview of Custom Actions
Displaying Action Buttons
Custom Action Main Screen
Legacy vs Designer
Custom Actions Designer
Ribbon Controls
Debug
Save, Publish, Close
Settings
Conditions
Variables
List Settings, Import, Export, Version History
Flow Chart Controls
Events and Controls
Actions
Custom Actions Legacy
Use Case - Close Tickets Using Custom Action
Use Case - Invoke Workflow to Archive Tickets
Use Case - Link Items Using Custom Column
Action Types
Add List Item
Update List Item
Delete List Item
Upload Document
Generate Document
Send Mail
Send SMS Text
Execute Script
Invoke Web Service
Invoke Workflow
Query List
Invoke Custom Action
Launch URL
Invoke Azure Function
Parse CSV
Query List (Search)
Create Meeting
Microsoft Teams
Create a Teams Channel
Send Teams Message
Post an Adapative Card
Variables
How to define the variables
How to use variables in actions
Use in “column mappings” if variable value is simple text or object
Use in “column mappings” if variable value is an object that has different keys
Use in “CAML Query” in Query list action
Use in “Run for” in Create item action if variable value is objects collection or array of objects
How to set dynamic values for variables
Query List
Invoke Web Service
Execute Script
How to use “Add List Item” action result in other actions
How to use “Invoke Web Service” action result in other actions
Functions
Query List Action
Pass Variables
General Settings
Conditions
Advanced Condition
Post Action Processing
Email Manager
Configuring Email Settings
Configuring Email History List
Configuring Item Update Actions
Using Email Manager to Send Email
ID Column
Configuring ID Column
Email and Text Sync
Configuring Email Sync
Configuring SMS Text Sync
Linked Items
Configuring Linked Items
List Formatting (was Conditional Formatting)
Configuring List Formatting
Change Priority Order
List Rollup
Configuring List Rollup Definitions
Add List Rollup to Pages in Site
Modern UI Web Parts
List View
Configuring a List View
Add View to Classic UI
Add View to Modern UI
Mobile Mode
List Search
Placement of List Search box
Using List Search
Configuring List Search
Mail Templates
Accessing Mail Templates
Configuring Mail Templates
NITRO Site Settings
General Settings
Regional Time Settings
Cache Site Metadata
NITRO Utility
List Actions Security Settings
Live Chat Integration
Security Settings
Authentication API Connection Settings
Teams Connection Settings
Calendar API Connection Settings
Twilio SMS API Connection Settings
Azure Active Directory Connection Settings
DocuSign API Connection settings
AI Connection Settings
Storage Connection Settings
Teams Portal
Teams Integration
Print Manager
Printing Lists
Printing Items
Settings
Tiles & Dials
Legacy - Configuring Tiles & Dials
Add to a page - Classic UI
Configuring Tiles
Configuring Dials
Configuring Link Tiles
Add to a page - Modern UI
Legacy Tools
Advanced Lookup
Example of Advanced Lookup
Configuring Advanced Lookup
Configuring Cross Site Lookup
Cascaded Lookup
Configuring Cascaded Lookup
Filtering of Multiple Levels
Enhanced List Forms
Using Enhanced List Forms
Power Portal
Portal Manager
NITRO Portal
Portal Settings
Common UI Settings
Header Section
Footer Section
Menu Section
Background Image
Home Page Settings
Quick Links
Notifications
Other Links
Portal Pages
List View Pages
Search Pages
Service Catalog Pages
Portal Forms
New Form Pages
Edit Form Pages
Display Form Pages
Portal Theme
Security Settings
General Settings
Knowledge Base Settings
Service Catalog Settings
User Info Filler
Configuring User Info Filler
Using JavaScript
Script Button
Custom JavaScript
Submit Button
References used in JavaScript
Submission Wizard using JavaScript and CSS
Custom CSS