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Programm

  1. Introduction to Nintex Workflow


    1. Overview of Nintex Workflow

    2. Workflow logic – defining workflow

    3. Nintex Workflow and SharePoint

    4. Nintex Web Site and Support


  2. Installation and Configuration


    1. Product versions and features

    2. Installation requirements and setup

    3. Central Administration Configuration

    4. Upgrading


  3. Getting Started with Nintex Workflow


    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


  4. Creating Rich Workflows


    1. Conditions and Action Sets

    2. Working with Snippets

    3. Using Workflow Variables

    4. Rich Workflow Actions

    5. Error Handling


  5. Advanced Workflows


    1. Working with Publishing Actions

    2. Provisioning Active Directory Object

    3. Managing Audiences and Profiles

    4. Enterprise Integration

    5. Enterprise Reporting


  6. State Machine Workflows


    1. The State Machine Action

    2. Building a simple State Machine workflow


  7. User Interface


    1. Click less and do more

    2. The Ribbon

    3. Zoom and Print

    4. Association Columns

    5. Workflow Approval


  8. User Defined Actions, Site Workflows and Reusable Workflows


    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


  9. 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. Update CRM record

    9. Delete/Disable CRM record

    10. Query CRM

    11. Read document

    12. Send document set to repository

    13. Submit record

    14. Declare as record

    15. Undeclare as record

    16. Update document

    17. Wait for check out status change

    18. Get meeting suggestion



Ziele
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.


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

  • 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
Voraussetzungen
Für dieses Seminar werden folgende Kenntnisse empfohlen:

  • 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.