55223 : Nintex Workflow 2010/2013/2016

This course will suit a varied audience from developers to sales people.

After completing this course, students will 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

Module 1: Introduction to Nintex Workflow

Lessons

• Overview of Nintex Workflow
• Workflow logic – defining workflow
• Nintex Workflow and SharePoint
• Nintex Web Site and Support

Lab : Further Help

• Visit the Nintex Support Site

After completing this module, students will be able to:

• Understand the benefits of using Nintex Workflow compared to the out of the box workflow options
• Describe key feature of Nintex Workflow

Module 2: Installation and Configuration

Lessons

• Product versions and features
• Installation requirements and setup
• Central Administration Configuration
• Upgrading

After completing this module, students will be able to:

• Describe the version of Nintex Workflow
• Install Nintex Workflow
• Configure Nintex workflow settings

Module 3: Getting Started with Nintex Workflow

Lessons

• 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

• Activate Nintex Features
• Create Simple Workflows
• Use the "My Workflow Tasks" web part

After completing this module, students will be able to:

• Enable Nintex workflow features
• Create simple Nintex workflows with multiple workflow actions
• Save, Publish and test workflows
• Use Nintex web parts to track workflow progress

Module 4: Creating Rich Workflows

Lessons

• Conditions and Action Sets
• Working with Snippets
• Using Workflow Variables
• Rich Workflow Actions
• Error Handling

Lab : Rich Workflows

• Use Simple Logic in Workflows
• Configure Workflow Start up Options
• Use Workflows to Create Sites
• Use the Set a Condition Action
• Configure Error Handling
• Use Variables in a Workflow

After completing this module, students will be able to:

• Create workflows that include decision making logic similar to if 
• Set workflow to trigger automatically and manually
• Add error handling to workflows to suppress standard error behaviors 
• Use variables to pass data between workflow actions

Module 5: Advanced Workflows

Lessons

• Working with Publishing Actions
• Provisioning Active Directory Object
• Managing Audiences and Profiles
• Enterprise Integration
• Enterprise Reporting

Lab : Advanced Workflows

• Price Check in SQL – a workflow that validates data entry against a SQL database and flags any mista
• Management Approval – Hierarchical approval process that dynamically seeks approval from each manage
• New Starters – the workflow will create a user in AD and add them to appropriate security groups

After completing this module, students will be able to:

• Interact with SQL Databases
• Use 'Run if' actions
• Perform calculations in workflows
• Query LDAP databases such as Active Directory
• Create AD Users
• Add AD Users to Security Group
• Use Branch structures

Module 6: State Machine Workflows

Lessons

• The State Machine Action
• Building a simple State Machine workflow

Lab : State Machine Workflow

• Import a Workflow
• Review the State Machine settings
• Test the Workflow
• Update the Workflow to include an additional State

After completing this module, students will be able to:

• Know when to use State Machine workflows
• Import Workflow Templates
• Create State Machine Workflows

Module 7: User Interface

Lessons

• Click less and do more
• The Ribbon
• Zoom and Print
• Association Columns
• Workflow Approval

Lab : User Interface

• Enable and Configure Workflow Approval

After completing this module, students will be able to:

• Print hard copies of a workflow
• Help make workflows easier to reuse thanks to association columns
• Control when updates to workflows go live with workflow approval

Module 8: User Defined Actions, Site Workflows and Reusable Workflows

Lessons

• 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

• Create User Defined actions
• Test User Defined actions
• Promote User Defined actions
• Create Site Workflows
• Schedule Site Workflows

After completing this module, students will be able to:

• Create every type of Nintex workflow including list, site and reusable
• Know when to use each type of workflow
• Schedule workflows to run multiple times 
• Create workflow components to share with other users

Module 9: Further Workflow Actions

Lessons

• 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

• Create two workflows that share information between one another to process holiday request

After completing this module, students will be able to:

• Create workflows that can start other workflows and pass data to them
• Use workflows to work with in place records
• Use all workflow actions