SharePoint Workflow Automation: Nintex

Learn how to use Nintex to create a workflow, add workflow actions and branches, monitor workflows, and make forms.

Introduction

• Welcome
• What you should know

1. Create an Approval Workflow

• Send an email
• Add a conditional branch
• Assign a task to a manager
• Customize an email
• Change the format of references
• Turn on LazyApproval

2. Add More Workflow Actions

• Use variables and calculated dates
• Bring external data into a workflow
• Create a list item
• Reuse or move a workflow

3. Use Nintex Forms Designer

• Create a form for an existing list
• Customize the look of a form
• Show/hide field controls
• Assign field validation rules
• Optimize layout for a smart phone
• Print to PDF
• Use Nintex Forms web part

4. Monitor Your Workflows

• View management page and help
• Troubleshoot a suspended workflow
• Log to history list

Conclusion

• Next steps