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Nintex Workflows: Developing Comprehensive Solutions

Learn to leverage the Nintex Workflow 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 workflows that automate business practices across the enterprise, and learn Nintex best practices to maximise the effectiveness of your workflows.

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Learning Objectives

You Will Learn How To

  • Build workflows with the Nintex workflow platform
  • Configure Nintex actions to automate business practices
  • Convert business rules to a workflow process
  • Monitor workflow processes via Web Parts and dashboards

Pre-Requisites

Requirements:

  • Working knowledge of Microsoft SharePoint at the level of Course, SharePoint 2013 Technologies Introduction
  • Able to configure lists and libraries

Course Content

Course Outline

Introducing Nintex Workflows

  • Defining workflows
  • Exploring Nintex workflow solutions
  • Presenting the workflow case study

Configuring a SharePoint Site to Utilise Nintex Workflows

Setting up the SharePoint environment

  • Building SharePoint sites
  • Configuring lists and libraries for workflow needs

Initialising the Nintex environment

  • Activating Nintex features
  • Saving and publishing the workflow
  • Processing the workflow

Developing a Workflow Solution

Creating and editing workflows

  • Gathering business requirements
  • Channelling requirements into logical workflows
  • Translating requirements to Nintex actions
  • Publishing and running workflows

Constructing workflows with actions and conditions

  • Exploiting workflow actions
  • Making decisions with conditions
  • Working efficiently with parallel processes
  • Modelling business processes with the state machine
  • Iterative processing with loops
  • Starting workflows conditionally based on statuses
  • Updating SharePoint list and library items
  • Processing data with the Calculate Action
  • Managing multiple outcomes with the Flexi task

Auditing workflow processes

  • Checking the workflow history log to identify 
  • current state of the workflow
  • Analysing workflow statistics

Integrating External Systems

Interacting with SQL databases

  • Connecting to SQL data sources
  • Creating, reading and updating tables

Interfacing with the Active Directory

  • Adding entries to the Active Directory
  • Updating entries in Active Directory

Managing Document Libraries with Workflows

Preparing SharePoint libraries for Nintex actions

  • Converting business documents to SharePoint content types
  • Creating and configuring content types

Nintex document library actions

  • Moving documents between libraries
  • Checking in and checking out documents

Implementing SharePoint Sites via Workflows

Provisioning SharePoint websites

  • Generating site collections
  • Creating sites based on business requirements

Streamlining processes with workflow actions

  • Concurrent business processes with parallel actions
  • Simplifying approvals with Nintex Lazy Approval

Reporting, Troubleshooting and Best Practices

Displaying and summarising workflow performance

  • Presenting workflow statistics
  • Building dashboard pages with web parts
  • Exporting workflow performance data to Microsoft Excel

Troubleshooting workflows

  • Reviewing workflow logs
  • Diagnosing process errors
  • Adding entries to a log file

Nintex workflow best practices

  • Optimising performance
  • Designing a logical workflow
  • Reassigning workflow tasks for a flexible workforce

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