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Nintex O365 Forms

In this Nintex O365 forms training, you gain a comprehensive overview of the Nintex O365 Forms platform. Learn to leverage the Nintex O365 Forms platform to save time, boost productivity, and enhance your organisational processes. In this Nintex training course, you gain the knowledge and skills to rapidly create forms that automate business practises. Learn Nintex best practises to maximise the effectiveness of your forms.

Key Features of this Nintex O365 Forms Training:

  • After-course instructor coaching benefit
  • End-of-course exam included

What background do I need for this Nintex O365 Forms course?

You will need a working knowledge of SharePoint Online.

Are Workflow Actions of Nintex O365 the same as Nintex with SharePoint on-premise?

Many of the Workflow actions are similar but there are differences between the 2 platforms.

Do I need to take this course if I am familiar with Nintex Forms in SharePoint 2016/2019?

Forms that are developed with the SharePoint Nintex Forms platform cannot be imported into the O365 environment. Also, there are some forms actions that are available in the on-premise environment but not available yet in the O365 environment and visa versa where there are some forms actions available in the O365 environment but not available in the on-premise environment.

Select specific date to see price, venue and full details.

Learning Objectives

  • Build intelligent and interactive forms to capture data
  • Customise default SharePoint forms
  • Create forms for a mobile workforce

Pre-Requisites

  • Working knowledge of Microsoft SharePoint Online
  • Able to configure lists and libraries

Course Content

Introducing Nintex Forms

  • Exploring Nintex form solutions
  • Presenting the form case study
  • Building Nintex Forms with the Nintex Responsive Designer vs. Nintex Classic Designer

Setting up the SharePoint environment

  • Configuring lists and libraries for information gathering

Initialising the Nintex environment

  • Adding the Nintex Forms App
  • Saving and publishing the form

Customising form layout and design

  • Translating manual forms to Nintex forms
  • Tailoring the look and feel of the form
  • Improving the design with images, borders and labels
  • Constructing Forms with Form Controls

Managing user input

  • Gathering information with buttons, choices and yes/no controls
  • Obtaining data with single text boxes, multiline text boxes, rich text controls, and date/time controls
  • Capturing multiple values with the repeating section control

Manipulating form data

  • Calculating numeric values in the form
  • Concatenating text-based data

Retrieving data from alternative sources

  • Retrieving information with the list lookup control
  • Selecting and identifying users with the people control

Viewing content in the form

  • Grouping a set of controls
  • Verifying Data Entries

Creating validation rules

  • Authenticating data in the form
  • Constructing rules and conditions
  • Applying conditional formatting

Utilising custom functions for complex validation

  • Gathering user information
  • Publishing Nintex Forms

Deploying to SharePoint

  • Previewing changes
  • Updating list and library forms

Broadcasting to mobile devices

  • Optimising forms for mobile devices
  • Deploying to mobile devices

Utilising the Nintex mobile app

  • Rendering forms on the Nintex mobile app
  • Reviewing and responding to tasks

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