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Seminar

Wien, Österreich

Implementing Nintex Workflows & Forms

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Beschreibung


  1. Getting Started with Nintex


    1. Activating Nintex Workflow Site Features

    2. Introducing the Nintex Workflow designer

    3. Create a workflow

    4. Managing the Workflows

    5. Working with Templates

    6. Managing Site level Settings


  2. Lab : Nintex Feature Activation, Simple Workflow and Nintex Web Parts


    1. Activate Nintex Features

    2. Create Simple Workflows

    3. Use the "My Workflow Tasks" web part


  3. Creating Rich


    1. Conditions and Action Sets

    2. Working with Snippets

    3. Using Workflow Variables

    4. Rich Workflow Actions

    5. Error Handling

    6. Lab : Rich Workflows

    7. Use Simple Logic in Workflows

    8. Configure Workflow Start up Options

    9. Use Workflows to Create Sites

    10. Use the Set a Condition Action

    11. Configure Error Handling

    12. Use Variables in a Workflow


  4. Advanced Workflows


    1. Working with Publishing Actions

    2. Provisioning Active Directory Object

    3. Managing Audiences and Profiles

    4. Enterprise Integration

    5. Enterprise Reporting


  5. Lab : Advanced Workflows


    1. Price Check in SQL – a workflow that validates data entry against a SQL database and flags any mista

    2. Management Approval – Hierarchical approval process that dynamically seeks approval from each manage

    3. New Starters – the workflow will create a user in AD and add them to appropriate security groups

    4. Use Branch structures


  6. User Defined Actions, Site Workflows and Reusable


    1. User Defined actions overview

    2. Creating User Defined actions without programming

    3. Create and Manage Site Workflows

    4. Schedule Workflows

    5. Create Reusable Workflows

    6. Assign a workflow to a SharePoint Content Type


  7. Lab : UDAs and Site Workflows


    1. Create User Defined actions

    2. Test User Defined actions

    3. Promote User Defined actions

    4. Create Site Workflows

    5. Schedule Site Workflows


  8. Further Workflow Actions


    1. Store data and Retrieve data actions

    2. Capture document set version

    3. Delete previous versions

    4. Delete drafts

    5. Delete multiple items

    6. Convert document

    7. Create item in another site

    8. Read document• Send document set to repository

    9. Submit record

    10. Declare as record

    11. Undeclare as record

    12. Update document

    13. Wait for check out status change

    14. Get meeting suggestion


  9. Lab : Store and Retrieve Data


    1. Create two workflows that share information between one another to process holiday reques


  10. Getting started with Nintex


    1. Introduction to Nintex forms 2013

    2. Feature overview

    3. Types of form

    4. Form controls

    5. Using the form design interface

    6. Building basic forms

    7. Grids, guides and snap

    8. Form size

    9. Undo, version history and preview

    10. Save, publish and delete

    11. Form redirect

    12. Demonstrations of Forms in:

    13. Lists

    14. Libraries

    15. Workflows


  11. Building Rich Forms

  12. Nintex Workflow start forms


    1. Repeating sections and List Lookups

    2. Using rules to hide or disable part of a form with panels


  13. Form Styles


    1. Edit individual forms

    2. Logo

    3. Background

    4. Borders

    5. Control settings including borders, colours and fonts

    6. Rules to apply conditional formatting

    7. Advanced form Styles

    8. Update the form template

    9. Cascade style sheet


  14. Mobile Forms


    1. Introduction to Nintex Live and Nintex Mobile

    2. Form Layouts for Mobile devices

    3. Mobile specific form controls

    4. Add photos

    5. Add video

    6. Add location

    7. Complete forms while offline



Ziele


Im Seminar “Implementing Nintex Workflows & Forms” lernen sie Nintex Workflows & Froms kennen und automatisieren damit Prozesse. Ein weiterer Teil des Seminars widmet sich dem Thema Gestaltung von ansprechenden Formularen, welche Sie nicht nur in Workflows zur Erfassung von Eingaben verwenden können.



Dieses Seminar kombiniert Teile der beiden MOC Trainings:
  • MOC55220 Nintex Forms and Mobile

  • MOC55223 Nintex Workflow 2010/2013/2016




  • Nach Abschluss dieses Seminars haben die Teilnehmer Wissen zu folgenden Themen:

    • Getting Started with Nintex

    • Creating Rich

    • Advanced Workflows

    • User Defined Actions, Site Workflows and Reusable

    • Further Workflow Actions

    • Getting started with Nintex

    • Building Rich Forms

    • Form Styles

    • Mobile Forms

    Voraussetzungen

    Für dieses Seminar werden folgende Kenntnisse empfohlen:

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