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Nintex Forms



Course Number



2 Days

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Integrating the powerful Nintex framework with SharePoint helps your organization simplify business processes, and allows users to create and design sophisticated forms for quickly gathering business-critical information. In this training course, you gain the skills necessary to create Nintex forms for seamless integration into SharePoint and mobile devices.

You Will Learn How To

  • Build intelligent and interactive forms to capture data
  • Customize default SharePoint forms
  • Create forms for a mobile workforce

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 Forms

  • Exploring Nintex form solutions
  • Presenting the form case study

  • Building Nintex Forms

Setting up the SharePoint environment

  • Activating the environment
  • Building SharePoint sites
  • Configuring lists and libraries for information gathering

Initializing the Nintex environment

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

Customizing form layout and design

  • Translating manual forms to Nintex forms
  • Tailoring the look and feel of the form
  • Improving the design with images, borders and labels
  • Exploiting CSS to enhance form branding
  • Constructing Forms with Form Controls 

Managing user input

  • Gathering information with buttons, choices and yes/no controls
  • Obtaining data with single text boxes, multiline text boxes, rich text controls, and date/time controls
  • Capturing multiple values with the repeating section control

Manipulating form data

  • Calculating numeric values in the form
  • Concatenating text-based data

Retrieving data from alternative sources

  • Retrieving information with the list lookup control
  • Selecting and identifying users with the people control
  • Accessing SQL data for use in the form

Viewing content in the form

  • Displaying pages with the page viewer control
  • Grouping a set of controls with the panel control
  • Verifying Data Entries

Creating validation rules

  • Authenticating data in the form
  • Constructing rules and conditions
  • Applying conditional formatting

Utilizing custom functions for complex validation

  • Gathering user information with the user profile lookup function
  • Calling inline and runtime functions
  • Publishing Nintex Forms

Deploying to SharePoint

  • Previewing changes
  • Updating list and library forms

Broadcasting to mobile devices

  • Optimizing forms for mobile devices
  • Deploying to mobile devices

Utilizing the Nintex mobile app

  • Rendering forms on the Nintex mobile app
  • Reviewing and responding to tasks
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Convenient Ways to Attend This Instructor-Led Course

Hassle-Free Enrollment: No advance payment required to reserve your seat.
Tuition due 30 days after you attend your course.

In the Classroom

Live, Online

Private Team Training

In the Classroom — OR — Live, Online

Tuition — Standard: $1950   Government: $1532

Jun 4 - 5 (2 Days)
9:00 AM - 4:30 PM EDT
New York / Online (AnyWare) New York / Online (AnyWare) Reserve Your Seat

Aug 13 - 14 (2 Days)
9:00 AM - 4:30 PM EDT
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Oct 15 - 16 (2 Days)
9:00 AM - 4:30 PM EDT
Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

Nov 26 - 27 (2 Days)
9:00 AM - 4:30 PM EST
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Feb 11 - 12 (2 Days)
9:00 AM - 4:30 PM EST
Ottawa / Online (AnyWare) Ottawa / Online (AnyWare) Reserve Your Seat

Guaranteed to Run

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Private Team Training

Enrolling at least 3 people in this course? Consider bringing this (or any course that can be custom designed) to your preferred location as a private team training.

For details, call 1-888-843-8733 or Click Here »

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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 11 Credits from NASBA

This course qualifies for 11 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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