SharePoint Workflow Automation: Nintex

SharePoint Workflow Automation: Nintex

1h 16mIntermediate2017-03-17

Authors

Tiffany Songvilay

Tiffany Songvilay

SharePoint Records Management Consultant and Solutions Architect

Course details

Make more of your repeat processes run automatically by leveraging the workflow capabilities of SharePoint. Admins and power users can readily learn and adopt the Nintex plugin as a solution for creating workflows, without having to write code. This course explores how to use Nintex, including how to automate an approval workflow, add workflow actions, monitor workflows, and design drag-and-drop forms.

Learning objectives
Automating a workflow for manager approval
Adding conditional branches to workflows
Using variables and calculated dates
Bringing external data into a workflow
Reusing and moving workflows
Creating and customizing a form
Assigning field validation rules
Using Nintex Forms
Optimizing for mobile viewing
Troubleshooting a suspended workflow

Skills covered

NintexSharePointEnterprise Content ManagementCloud ServicesNetwork and System AdministrationCloud ComputingMicrosoft

Concepts

Introduction

  • Welcome
  • What you should know

Create an Approval Workflow

  • Send an email
  • Add a conditional branch
  • Assign a task to a manager
  • Customize an email
  • Change the format of references
  • Turn on LazyApproval

Add More Workflow Actions

  • Use variables and calculated dates
  • Bring external data into a workflow
  • Create a list item
  • Reuse or move a workflow

Use Nintex Forms Designer

  • Create a form for an existing list
  • Customize the look of a form
  • Show hide field controls
  • Assign field validation rules
  • Optimize layout for a smart phone
  • Print to PDF
  • Use Nintex Forms web part

Monitor Your Workflows

  • View management page and help
  • Troubleshoot a suspended workflow
  • Log to history list

Conclusion

  • Next steps
40,000 Toman