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Nintex Workflows: Developing Comprehensive Solutions



Course Number



3 Days

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Learn to leverage the Nintex Workflow platform to save time, boost productivity, and enhance your organizational 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 maximize the effectiveness of your workflows.

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

Important Course Information


  • Working knowledge of Microsoft SharePoint at the level of Course 1531, SharePoint 2013 Technologies Introduction
  • Able to configure lists and libraries

Course Outline

  • Introducing Nintex Workflows
  • Defining workflows
  • Exploring Nintex workflow solutions
  • Presenting the workflow case study
  • Configuring a SharePoint Site to Utilize Nintex Workflows

Setting up the SharePoint environment

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

Initializing 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
  • Channeling 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
  • Modeling 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
  • Analyzing 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 summarizing 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

  • Optimizing performance
  • Designing a logical workflow
  • Reassigning workflow tasks for a flexible workforce
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Course Tuition Includes:

After-Course Instructor Coaching
When you return to work, you are entitled to schedule a free coaching session with your instructor for help and guidance as you apply your new skills.

Free Course Exam
You can take your Learning Tree course exam on the last day of your course or online any time after class.


Training Hours

Standard Course Hours: 9:00 am – 4:30 pm
*Informal discussion with instructor about your projects or areas of special interest: 4:30 pm – 5:30 pm

Enhance Your Credentials with Professional Certification

Learning Tree's comprehensive training and exam preparation guarantees that you will gain the knowledge and confidence to achieve professional certification and advance your career.

Earn 17 Credits from NASBA

This course qualifies for 17 CPE credits from the National Association of State Boards of Accountancy CPE program. NOTE: Only live, in-class attendance qualifies for NASBA CPEs. Read more ...

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