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. The course starts with an overview of the product, giving insight into potential uses, followed by an installation module to familiarize you with how the product works behind the scenes. The rest of the course is dedicated to learning how to build and manage workflows, starting small with simple approval workflows but soon growing in sophistication as the workflows grow and you learn how to work with a variety of techniques including serial approval, loops, variables, database connections, error handling and state machines.
Course Objectives:
After completing this course attendees should be able to:
- Install and configure Nintex Workflow
- Understand workflow fundamentals and use the Nintex Workflow designer
- Create rich Workflows with loops and user interaction
- Create List Workflows, Site Workflows and Reusable Workflows
- Advanced Workflow Design capabilities including Error Handling and connecting to databases
- Create State Machine workflows with Nintex Workflow
Course content
Introduction to Nintex Workflow
- Overview of Nintex Workflow
- Workflow logic – defining workflow
- Nintex Workflow and SharePoint
- Nintex Web Site and Support
Installation and Configuration
- Product versions and features
- Installation requirements and setup
- Central Administration Configuration
- Upgrading
Getting Started with Nintex Workflow
- Activating Nintex Workflow Site Features
- Introducing the Nintex Workflow designer
- Create a workflow
- Managing the Workflows
- Working with Templates
- Managing Site level Settings
- Lab : Nintex Feature Activation, Simple Workflow and Nintex Web Parts
Creating Rich Workflows
- Conditions and Action Sets
- Working with Snippets
- Using Workflow Variables
- Rich Workflow Actions
- Error Handling
- Lab : Rich Workflows
Advanced Workflows
- Working with Publishing Actions
- Provisioning Active Directory Object
- Managing Audiences and Profiles
- Enterprise Integration
- Enterprise Reporting
- Lab : Advanced Workflows
State Machine Workflows
- The State Machine Action
- Building a simple State Machine workflow
- Lab : State Machine Workflow
User Interface
- Click less and do more
- The Ribbon
- Zoom and Print
- Association Columns
- Workflow Approval
- Lab : User Interface
User Defined Actions, Site Workflows and Reusable Workflows
- User Defined actions overview
- Creating User Defined actions without programming
- Create and Manage Site Workflows
- Schedule Workflows
- Create Reusable Workflows
- Assign a workflow to a SharePoint Content Type
- Lab : UDAs and Site Workflows
Further Workflow Actions
- Store data and Retrieve data actions
- Capture document set version
- Delete previous versions
- Delete drafts
- Delete multiple items
- Convert document
- Create item in another site
- Update CRM record
- Delete/Disable CRM record
- Query CRM
- Read document
- Send document set to repository
- Submit record
- Declare as record
- Undeclare as record
- Update document
- Wait for check out status change
- Get meeting suggestion
- Lab : Store and Retrieve Data
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Course Prerequisites
- This course is a demanding three days aimed at delegates that are already experienced users of SharePoint. No prior knowledge of Nintex Workflow is needed but some previous experience of Nintex Workflow would be an advantage. It would also be an advantage if you have experience of creating workflows in Microsoft SharePoint Designer or Visual Studio.
Who can attend
- This course will suit a varied audience from developers to sales people.
Number of Hours: 40hrs
Certification
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- One to One Training
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- Resume Modification
- Mock Interviews
- Video Tutorials
- Materials
- Real Time Projects
- Virtual Live Experience
- Preparing for Certification
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