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 : 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
• Describe key feature of Nintex Workflow

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

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 : 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

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 : 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 behaviors
• Use variables to pass data between workflow actions

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 : Advanced Workflows

• Price Check in SQL – a 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

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