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Nintex Workflow

Introduction to Nintex Workflow

  • Overview of Nintex Workflow
  • Workflow logic - defining workflow
  • Nintex Workflow and SharePoint
  • Nintex Web Site and Support
  • DEMO : Further Help

Installation and Configuration

  • Product versions and features
  • Installation requirements and setup
  • Central Administration Configuration
  • Upgrading

Getting Started with Nintex Workflow

  • Activating Nintex Workflow Site Features
  • Introducing the Nintex Workflow designer
  • Create a workflow
  • Managing the Workflows
  • Working with Templates
  • Managing Site level Settings
  • DEMO : Nintex Feature Activation, Simple Workflow and Nintex Web
  • Parts

Creating Rich Workflows

  • Conditions and Action Sets
  • Working with Snippets
  • Using Workflow Variables
  • Rich Workflow Actions
  • Error Handling
  • DEMO : Rich Workflows

Advanced Workflows

  • Working with Publishing Actions
  • Provisioning Active Directory Object
  • Managing Audiences and Profiles
  • Enterprise Integration
  • Enterprise Reporting
  • DEMO : Advanced Workflows

State Machine Workflows

  • The State Machine Action
  • Building a simple State Machine workflow
  • DEMO : State Machine Workflow

User Interface

  • Click less and do more
  • The Ribbon
  • Zoom and Print
  • Association Columns
  • Workflow Approval
  • DEMO : User Interface

User Defined Actions, Site Workflows and Reusable Workflows

  • User Defined actions overview
  • Creating User Defined actions without programming
  • Create and Manage Site Workflows
  • Schedule Workflows
  • Create Reusable Workflows
  • Assign a workflow to a SharePoint Content Type
  • DEMO : UDAs and Site Workflows

Further Workflow Actions

  • Store data and Retrieve data actions
  • Capture document set version
  • Delete previous versions
  • Delete drafts
  • Delete multiple items
  • Convert document
  • Create item in another site
  • Update CRM record
  • Delete/Disable CRM record

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