Nintex Workflow 2010/2013/2016

Outline

Module 1: Introduction to Nintex Workflow
This first module introduces Nintex Workflow explaining how SharePoint and Nintex Workflow are related, useful workflow terminology and how to become part of the growing Nintex community online
Lessons

• Overview of Nintex Workflow
• Workflow logic defining workflow
• Nintex Workflow and SharePoint
• Nintex Web Site and Support

Lab 1: Further Help

• Visit the Nintex Support Site

After completing this module, students will be able to:

• Understand the benefits of using Nintex Workflow compared to the out of the box workflow options
• Decribe key feature of Nintex Workflow

Module 2: Installation and Configuration
Learn how Nintex Workflow is installed and configured. You will also learn about the editions of Nintex workflow that are available.
Lessons

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

After completing this module, students will be able to:

• Describe the version of Nintex Workflow
• Install Nintex Workflow
• Configure Nintex workflow settings

Module 3: Getting Started with Nintex Workflow
Now that you understand what Nintex Workflow is for and how to install it the next step is to start building workflows. This module teaches you the basic techniques that will be required to build a simple workflow
Lessons

• Activating Nintex Workflow Site Features
• Introducing the Nintex Workflow designer
• Create a workflow
• Managing the Workflows
• Working with Templates
• Managing Site level Settings

Lab 1: Nintex Feature Activation, Simple Workflow and Nintex Web Parts

• Activate Nintex Features
• Create Simple Workflows
• Use the "My Workflow Tasks" web part

After completing this module, students will be able to:

• Enable Nintex workflow features
• Create simple Nintex workflows with multiple workflow actions
• Save, Publish and test workflows
• Use Nintex web parts to track workflow progress

Module 4: Creating Rich Workflows
This module shows you important building blocks that will be needed to create more sophisticated workflows. These include variables, error handling and decision making. The workflows get larger, more realistic and more useful in the real world.
Lessons

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

Lab 1: Rich Workflows

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

After completing this module, students will be able to:

• Create workflows that include decision making logic similar to if
• Set workflow to trigger automatically and manually
• Add error handling to workflows to suppress standard error behaviours
• Use variables to pass data between workflow actions

Module 5: Advanced Workflows
This module explains how to create workflows
Lessons

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

Lab 1: Advanced Workflows

• Price Check in SQL a workflow that validates data entry against a SQL database and flags any mistakes

Management Approval Hierarchical approval process that dynamically seeks approval from each manager above you in the company hierachy

• New Starters the workflow will create a user in AD and add them to appropriate security groups

After completing this module, students will be able to:

• Interact with SQL Databases
• Use 'Run if' actions
• Perform calculations in workflows
• Query LDAP databases such as Active Directory
• Create AD Users
• Add AD Users to Security Group
• Use Branch structures

Module 6: State Machine Workflows
This module explains how to create workflows that can move backwards as well as forwards. This allows you to revisit earlier parts of a workflow multiple times and jump to later sections of a process without following the entire process.
Lessons

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

Lab 1: State Machine Workflow

• Import a Workflow
• Review the State Machine settings
• Test the Workflow
• Update the Workflow to include an additional State

After completing this module, students will be able to:

• Know when to use State Machine workflows
• Import Workflow Templates
• Create State Machine Workflows

Module 7: User Interface
This module identifies many of the updates that have been added to Nintex Workflow as it has developed over several years. Some updates are minor while others are major improvements. These include improvements to the users interface and options to allow site owners to control when new changes to workflows can go live.
Lessons

• Click less and do more
• The Ribbon
• Zoom and Print
• Association Columns
• Workflow Approval

Lab 1: User Interface

• Enable and Configure Workflow Approval

After completing this module, students will be able to:

• Print hard copies of a workflow
• Help make workflows easier to reuse thanks to association columns
• Control when updates to workflows go live with workflow approval

Module 8: User Defined Actions, Site Workflows and Reusable Workflows
This module explains how to bring together combinations of workflow actions to reuse in the future. This will help you to standardize and centrally manage some of the most complex workflow actions saving you time and making your workflows easier to create and maintain.

You will also learn about site workflows these enable you to create scheduled workflows that can run independently from any documents or apps.
Lessons

• 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 1: UDAs and Site Workflows

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

After completing this module, students will be able to:

• Create every type of Nintex workflow including list, site and reusable
• Know when to use each type of workflow
• Schedule workflows to run multiple times
• Create workflow components to share with other users

Module 9: Further Workflow Actions
This module introduces more important workflow actions to help you create an even wider range of workflows. You will also learn how to create a workflow that can run other workflows, this can be useful when create large business processes.
Lessons

• 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
• 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 1: Store and Retrieve Data

• Create two workflows that share information between one another to process holiday request

After completing this module, students will be able to:

• Create workflows that can start other workflows and pass data to them
• Use workflows to work with in place records
• Use all workflow actions