SharePoint Workflow Automation: Nintex

1h 16mIntermediate2017-03-17

Authors

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

0. Introduction

01 - Welcome
02 - What you should know

1. Create an Approval Workflow

03 - Send an email
04 - Add a conditional branch
05 - Assign a task to a manager
06 - Customize an email
07 - Change the format of references
08 - Turn on LazyApproval

2. Add More Workflow Actions

09 - Use variables and calculated dates
10 - Bring external data into a workflow
11 - Create a list item
12 - Reuse or move a workflow

3. Use Nintex Forms Designer

13 - Create a form for an existing list
14 - Customize the look of a form
15 - Show hide field controls
16 - Assign field validation rules
17 - Optimize layout for a smart phone
18 - Print to PDF
19 - Use Nintex Forms web part

4. Monitor Your Workflows

20 - View management page and help
21 - Troubleshoot a suspended workflow
22 - Log to history list

Conclusion

23 - Next steps