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Nintex Workflow Course

Audience Business Users
Duration 3 Days

​Automate your business processes with Nintex Workflows for SharePoint!

Nintex Workflow is an exciting SharePoint add-on product that extends the SharePoint workflow platform with a powerful easy to use drag-and-drop workflow designer and advanced workflow features. This focus of this course will be the on premise version of Nintex Workflow (not the Office 365 version) and the functionality is applicable within both SharePoint 2010 and SharePoint 2013.  Business users and IT Professionals alike will be empowered to quickly and easily automate business processes; from a simple leave approval request, to complex integration across external applications, cloud services and data sources. Nintex is truly “Workflow for Everyone”.

In this interactive hands on course, you will configure Nintex and use it to create basic and more advanced workflows. You’ll see how Nintex can assign tasks to users and manage email-based communications. You will build logical components that can automate a business process. As you work with Nintex, you will quickly see the power and possibilities in the platform. Ask questions and interact with expert consultants that have real life experience designing and implementing production quality Nintex workflows. You will walk away with a solid introduction to Nintex, ready to start automating business processes in your organization​.​​​​​​​​​​​​​​​​​

  • Introduction to Nintex
  • Basic configuration of Nintex
  • Types of workflows
  • The Workflow Designer
  • Build an approval workflow by using basic workflow “Actions”
  • Circulate a document for comments in a workflow
  • Integrate a workflow with email for remote review and approval
  • Automate a SharePoint site provisioning system
  • Build a reusable workflow component
  • Build a realistic contracting system that:​
  • Manages contract approval
  • Generates contracts from document templates
  • Gather user input and updates documents
  • Provisions Active Directory users
  • Uses a “State Machine” for unlimited rounds of review and approval

Administrators, Site Owners, SharePoint-Savvy Business Users
Prerequisites: End-user familiarity with SharePoint content (sites, pages, lists, libraries)

  • How to configure Nintex
  • How to use the workflow designer
  • How to build workflows leveraging many of Nintex’s 109 workflow “Actions” in the following categories:
  • Integration
  • Libraries and Lists
  • Logic and Flow
  • Operations
  • Provisioning
  • User Interaction
 

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