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KI-150

Nintex snaphots include previous snapshots when run multiple times

Created date

11/24/2025

Updated date

11/24/2025

Status

Working as Expected

Related work item

MIC-2018

Description

If a user uses the Nintex integration to generate multiple snapshots on the same Interaction (Case) or Request (MED_Request__c) record, every new snapshot will include the previous snapshot. The new snapshots will therefore appear to have duplicate pages and content. However, the user may not want to delete the previous snapshots because doing so causes historical data to be lost.

Affects version(s)

All Medical Information Cloud versions

Impacted capabilities

Inquiry Management

Steps to reproduce

  1. Create an interaction.

  2. On the Interaction record, click Generate Snapshot. The snapshot file will be created.

  3. On the same Interaction record, click Generate Snapshot again. Another snapshot file will be created, and it will include the snapshot file that was created in step 2.

Workaround

This is the expected snapshot behavior when the autorun functionality is enabled on the Nintex snapshot action. This is because the Nintex integration within the Medical Information Cloud system does not let users select specific documents to merge into the snapshot file and instead merges everything to process the snapshot faster.

To let users select which files should be included in a generated snapshot, and therefore let users exclude previous snapshots from new snapshots, create a new custom snapshot action and turn off the autorun functionality. Mavens recommends using two browser tabs for the following steps per Medical Information Cloud's customization guidelines, which state that you should not modify actions that are part of a product package and should instead create your own to replace the out-of-the-box action.

  1. In browser tab #1:

    1. Open the Object Manager and navigate to the object on which the autorun functionality for Nintex snapshots should be disabled. This may be the Interaction object or the Request object.

    2. Click Buttons, Links, and Actions.

    3. Find the out-of-the-box snapshot detail page button where the content source is a URL. On the Interaction object, this is Generate Snapshot (MED_Snapshot). On the Request object, this is Request Snapshot (MED_Snapshot).

    4. Click the down arrow on the right end of the row and select Edit. The Custom Button or Link Edit page will open.

  2. In browser tab #2:

    1. Repeat steps 1a and 1b for the same object.

    2. Click New Button or Link.

    3. Enter a unique label (and API/developer name) for the new custom snapshot action.

    4. Copy all of the details from the out-of-the-box snapshot detail page button from step 1d.

    5. Modify the formula such that the autorun parameter equals false instead of true.

    6. Click Save.

  3. Navigate to any page layout or Lightning pages that have the out-of-the-box Nintex snapshot action and replace it with the new custom snapshot action.

Fix version

N/A

Resolution notes

This is the expected snapshot behavior when the autorun functionality is enabled on the Nintex snapshot action. This is because the Nintex integration within the Medical Information Cloud system does not let users select specific documents to merge into the snapshot file and instead merges everything to process the snapshot faster.