Nintex Workflow, Forms and Mobile Course Outline
Overview
The first 3 days of this course covers everything you need to know to install and use Nintex Workflow, whether you are new to the product or already have some experience this course has something for everyone. The fourth day of this instructor-led course will show you how to use Nintex Forms and Nintex Mobile to customize forms for use in SharePoint and Nintex Workflow.
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.
This course will suit a varied audience from developers to salespeople. Nintex Workflow exists to allow workflow creation and management without the need for programming, this sets the tone for the course with no programming required during any of the topics.
Nintex Forms makes it easy to create and complete engaging forms in the browser without the need for code. The fourth day of this course begins with an Introduction to Nintex Forms explaining where forms can be created and the terminology used to describe forms.
Next you will see how simple forms can be created quickly and easily followed by a series of progressively more dynamic forms working with data from lists, libraries and workflows to reveal the full potential of the product.
Once you have mastered the components used to build forms next we turn our attention to the look and feel of the forms learning how to customize the branding of individual forms including backgrounds and logos to ensure that your forms match your corporate branding. We will also show you how to modify the templates that are used to define new forms.
The course concludes by showing you how to make your forms available to fill in outside of your SharePoint environment with the use of Nintex Live and Nintex Mobile
Prerequisites
This course is a demanding four days aimed at delegates that are already experienced users who have completed either SharePoint Power End User or SharePoint Power User. 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 in creating workflows in Microsoft SharePoint Designer or Visual Studio.
Course Outline Days 1-3
The content of the Workflow section of this course covers the following topics:
Installation and configuration of Nintex Workflow - upgrade issues etc.
Workflow fundamentals and Introducing Nintex Workflow designer, Rich Workflow designs using Nintex Workflow designer, Advanced Workflow Design capabilities with Nintex
Workflow, Creating State Machine workflows with Nintex Workflow.
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
Creating Rich Workflows
Conditions and Action Sets
Working with Snippets
Using Workflow Variables
Rich Workflow Actions
Advanced Workflows
Working with Publishing Actions
Provisioning Active Directory Object
Managing Audiences and Profiles
Enterprise Integration
Enterprise Reporting
State Machine Workflows
The State Machine Action
Building a simple State Machine workflow
User Interface
Click less and do more
The Ribbon
Zoom and Print
Association Columns
Workflow Approval
User-Defined Actions
User-Defined actions overview
Creating User-Defined actions without programming
Reusable Workflows
Creating Reusable workflows
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 suggestions
Day four – Forms and Mobile
Module 1: Introduction to Nintex Forms
This module provides an introduction to Nintex Forms showing how it integrates with SharePoint and Nintex Workflow and Nintex Live. We also review some of the key features which make Nintex Forms unique.
Lessons
Introduction to Nintex Forms
Feature Overview
Types of Form
Form Controls
Module 2: Getting Started with Nintex Forms
This module moves from the theory of form design to actually create basic forms using a variety of controls such as drop-down menus and checkboxes.
Lessons
Using the form design interface
Building basic forms
o Grids, Guides and Snap
o Form Size
o Undo, Version History and Preview
o Save, Publish and Delete
o Form Redirect
Demonstrations of Forms in:
o Lists
o Libraries
o Workflows
Module 3: Building Rich Forms
Having mastered creating basic forms in module two we now look at the more advanced options available with Nintex Forms including.
Lessons
Nintex Workflow Start Forms
Repeating sections and List Lookups
Using Rules to hide or disable part of a form with panels
Module 4: Form Styles
Now that your forms work the way that you want them to we next spend some time to get them looking great. You will learn how to edit the component of an individual form to ensure that they conform to your companies’ style guide or branding. At first we
focus on editing individual forms and later we will look at how to edit the default styles that are applied when a new form is created – this is a great way to ensure that all new forms are consistent and align with your corporate branding.
Lessons
Edit individual forms
o Logo
o Background
o Borders
o Control Settings including borders, colours and fonts
o Rules to apply Conditional Formatting
Advanced Form Styles
o Update the Form Template
o Cascade Style Sheet
Module 5: Mobile Forms
Your forms are now easy to use and looking great on a desktop computer but nowadays many people use mobile devices to read and capture data while traveling. This module will show you how to customize forms for use on specific mobile devices and how to
publish forms so they can be completed from outside of your SharePoint environment either via the internet or offline. As always this will be done without the need for code or technical support, all of this is within reach of a typical end user.
Lessons
Introduction to Nintex Live and Nintex Mobile
Form Layouts for mobile devices
Mobile specific form controls
o Add Photos
o Add Video
o Add Location
Complete forms while offline
On Completion
After completing this course, students will be able to:
Create Forms for use in SharePoint lists and libraries
Create Forms for use in Nintex Workflow
Use the rich features of Nintex Forms such as repeating sections and calculations
Customize the branding of forms – including logos and color scheme
Publish forms to Nintex Live and Mobile so they can be completed by users online and offline
View outline in Word
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