Nintex Workflow 55223A - United States

Nintex Workflow 55223A​ Course Outline

Module 1: Introduction to Nintex Workflow

• Overview of Nintex Workflow
• Workflow Logic - Defining Workflow
• Nintex Workflow and SharePoint
• Nintex Web Site and Support

Lab: Further Help

• Visit the Nintex Support Site

Module 2: Installation and Configuration

• Product Versions and Features
• Installation Requirements and Setup
• Central Administration Configuration
• Upgrading

Module 3: 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

Lab: Nintex Feature Activation, Simple Workflow and Nintex Web Parts

• Activate Nintex Features
• Create Simple Workflows
• Use the “My Workflow Tasks” Web Part

Module 4: Creating Rich Workflows

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

Lab: Rich Workflows

• Use Simple Logic in Workflows
• Configure Workflow Startup Options
• Use Workflows to Create Sites
• Use the Set a Condition Action
• Configure Error Handling
• Use Variables in a Workflow

Module 5: Advanced Workflows

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

Lab: Advanced Workflows

• Price Check in SQL - Workflow that Validates Data Entry Against a SQL Database and Flags Any Mista
• Management Approval - Hierarchical Approval Process that Dynamically Seeks Approval from each Manage
• New Starters - The Workflow will Create a User in AD and Add Them to Appropriate Security Groups

Module 6: State Machine Workflows

• The State Machine Action
• Building a simple State Machine workflow

Lab: State Machine Workflow

• Import a Workflow
• Review the State Machine Settings
• Test the Workflow
• Update the Workflow to Include an Additional State

Module 7: User Interface

• Clickless and Do More
• The Ribbon
• Zoom and Print
• Association Columns
• Workflow Approval

Lab: User Interface

• Enable and Configure Workflow Approval

Module 8: 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

Lab: UDAs and Site Workflows

• Create User-Defined actions
• Test User Defined actions
• Promote User Defined actions
• Create Site Workflows
• Schedule Site Workflows

Module 9: Further Workflow Actions

• Store Data and Retrieve Data Actions
• Capture Document Set Version
• Delete Previous Versions
• Delete Drafts
• Delete Multiple Items
• Convert Document
• Create an Item in Another Site
• Update CRM Record
• Delete/Disable CRM Record
• Query CRM
• Read Document
• Send-Document Set to Repository
• Submit Record
• Declare as Record
• Undeclare as Record
• Update Document
• Wait for Check out Status Change
• Get Meeting Suggestion

Lab: Store and Retrieve Data

• Create Two Workflows That Share Information Between One Another to Process Holiday Request