Nintex Workflow Training: Creating Comprehensive Solutions

Course 1538

  • Duration: 3 days
  • Labs: Yes
  • Language: English
  • Level: Intermediate

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.

  • Working knowledge of Microsoft SharePoint
  • Able to configure lists and libraries

Nintex Workflow Training: Creating Comprehensive Solutions Delivery Methods

  • Learning Tree end-of-course exam included
  • After-course instructor coaching benefit

Nintex Workflow Training: Creating Comprehensive Solutions Course Benefits

Build workflows with the Nintex workflow platformConfigure Nintex actions to automate business practicesConvert business rules to a workflow processMonitor workflow processes via Web Parts and dashboards

Nintex Workflow Course Outline

  • Defining workflows
  • Exploring Nintex workflow solutions
  • Presenting the workflow case study

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

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

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

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

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

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 FAQs

Nintex Workflow in SharePoint assists in maximizing the effectiveness of workflows that can automate business practices across the enterprise.

Yes! We know your busy work schedule may prevent you from getting to one of our classrooms which is why we offer convenient online training to meet your needs wherever you want. This course is available in class and live online.

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