Nintex Workflow 2010/2013/2016

Session Detail:    Classroom 3 Day

This course is a demanding three days aimed at delegates that are already experienced users of SharePoint. No prior knowledge of Nintex Workflow is needed but some previous experience of Nintex Workflow would be an advantage. It would also be an advantage if you have experience of creating workflows in Microsoft SharePoint Designer or Visual Studio.

Prerequisites

This course is a demanding three days aimed at delegates that are already experienced users of SharePoint. No prior knowledge of Nintex Workflow is needed but some previous experience of Nintex Workflow would be an advantage. It would also be an advantage if you have experience of creating workflows in Microsoft SharePoint Designer or Visual Studio.

Who Can Benefit

This course will suit a varied audience from developers to sales people

Session Outline

Class Outline

Module 1: Introduction to Nintex Workflow

  • Lesson 1: Overview of Nintex Workflow
  • Lesson 2: Workflow logic defining workflow
  • Lesson 3: Nintex Workflow and SharePoint
  • Lesson 4: Nintex Web Site and Support

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 the key feature of Nintex Workflow

Module 2: Installation and Configuration

  • Lesson 1: Product versions and features
  • Lesson 2: Installation requirements and setup
  • Lesson 3: Central Administration Configuration
  • Lesson 4: 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

  • Lesson 1: Activating Nintex Workflow Site Features
  • Lesson 2: Introducing the Nintex Workflow designer
  • Lesson 3: Create a workflow
  • Lesson 4: Managing the Workflows
  • Lesson 5: Working with Templates
  • Lesson 6: Managing Site level Settings

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

  • Lesson 1: Conditions and Action Sets
  • Lesson 2: Working with Snippets
  • Lesson 3: Using Workflow Variables
  • Lesson 4: Rich Workflow Actions
  • Lesson 5: Error Handling

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

Module 5: Advanced Workflows

  • Lesson 1: Working with Publishing Actions
  • Lesson 2: Provisioning Active Directory Object
  • Lesson 3: Managing Audiences and Profiles
  • Lesson 4: Enterprise Integration
  • Lesson 5: Enterprise Reporting

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

  • Lesson 1: The State Machine Action
  • Lesson 2: Building a simple State Machine workflow

After completing this module, students will be able to:

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

Module 7: User Interface

  • Lesson 1: Click less and do more
  • Lesson 2: The Ribbon
  • Lesson 3: Zoom and Print
  • Lesson 4: Association Columns
  • Lesson 5: 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

  • Lesson 1: User-Defined actions overview
  • Lesson 2: Creating User-Defined actions without programming
  • Lesson 3: Create and Manage Site Workflows
  • Lesson 4: Schedule Workflows
  • Lesson 5: Create Reusable Workflows
  • Lesson 6: Assign a workflow to a SharePoint Content-Type

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

 

  • Lesson 1: Store data and Retrieve data actions
  • Lesson 2: Capture document set version
  • Lesson 3: Delete previous versions
  • Lesson 4: Delete drafts
  • Lesson 5: Delete multiple items
  • Lesson 6: Convert document
  • Lesson 7: Create an item in another site
  • Lesson 8: Update CRM record
  • Lesson 9: Delete/Disable CRM record
  • Lesson 10: Query CRM
  • Lesson 11: Read document
  • Lesson 12: Send document set to repository
  • Lesson 13: Submit record
  • Lesson 14: Declare as record
  • Lesson 15: Undeclare as record
  • Lesson 16: Update document
  • Lesson 17: Wait for check out status change
  • Lesson 18: Get meeting suggestion

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

 

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Nintex Workflow 2010/2013/2016

3 Day
Classroom

$2,295.00

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