SharePoint 365: Advanced Workflows with Nintex

Discover how to create advanced forms for SharePoint using Nintex Forms for Office 365. Learn how to accept, calculate, and validate user input.

Do you need advanced forms that can accept, calculate, and validate user input? Nintex Forms for Office 365, the drag-and-drop forms designer, makes it easy to create complex forms for SharePoint and other Office applications. In this course, Tiffany Songvilay walks through adding business logic to forms using this powerful plugin. Learn how to format forms, write formulas, set up custom variables and controls, use validation rules, and leverage the responsive form layout. Tiffany reveals how to change the behavior of existing buttons, cascade lookup formulas, and even export the form for use elsewhere. You don't need to be a developer to benefit from these techniques. Follow along to start building your own interactive forms for SharePoint.

Introduction

• Welcome
• What you should know

1. Format in Forms Designer

• Open classic view
• Change layout options
• Add a connected label
• Use format painter
• Lasso a group of controls

2. Configure General Form Controls

• Add the lookup list control
• Cascade a lookup column
• Calculate a field
• Write a calculated value to a list

3. Build Business Logic

• Get help with syntax
• Write an If function
• Hide a calculated value
• Use a form variable
• Add a custom validation message

4. Design Responsive Layouts

• Open responsive view
• Modify a responsive form layout
• Change the theme
• Apply rules to a responsive form

5. Submit and Maintain Forms

• Add a button
• Set the redirect URL
• Add JavaScript to a button
• Import and export a form
• Reset and delete a form

Conclusion

• Next steps