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Nintex Workflow, Forms and Mobile Course

Nintex Workflow, Forms and Mobile Training Course


Course Description:  The Nintex Workflow, Forms and Mobile course is a 2-day course teaches students how to install and use Nintex Workflow 2013, and how to use Nintex Forms and Nintex Mobile to customize forms for use in SharePoint 2013 and Nintex Workflow 2013.

Topics covered in the course include:

  • Install and configure a Nintex Workflow - upgrade issues etc.
  • Workflow fundamentals and Introducing Nintex Workflow designer, Rich Workflow designs, using Nintex Workflow designer, Advanced Workflow Design capabilities with Nintex.
  • Workflow, Creating State Machine workflows with Nintex Workflow.
  • How to use Nintex Forms and Nintex Mobile to customize forms for use in SharePoint 2013 and Nintex Workflow 2013

Target Student:This course is designed for students that are already experienced users who have completed either SharePoint 2013 Power End User or SharePoint 2016 Power User. No prior knowledge of Nintex Workflow is needed but some previous experience of Nintex Workflow would be an advantage. It would also be beneficial if students have experience of creating workflows in Microsoft SharePoint Designer or Visual Studio.

Training Dates
(Click on the course name below to view course details and full list of class dates)
Course Syllabus

Days 1-3
The content of the Workflow section of this course covers the following topics:

  • Installation and configuration of Nintex Workflow - upgrade issues etc.
  • Workflow fundamentals and Introducing Nintex Workflow designer, Rich Workflow designs
  • using Nintex Workflow designer, Advanced
  • Workflow Design capabilities with Nintex
  • Workflow, Creating State Machine workflows with Nintex Workflow.

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

  • 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

  • Creating Rich Workflows
  • Conditions and Action Sets
  • Working with Snippets
  • Using Workflow Variables
  • Rich Workflow Actions

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

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

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

  • User Defined Actions
  • User Defined actions overview
  • Creating User Defined actions without programming

  • Reusable Workflows
  • Creating Reusable workflows
  • 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
  • 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 suggestions

  • Day four – Forms and Mobile

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