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LinkedIn Learning

SharePoint Workflow Automation: Nintex

via LinkedIn Learning

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Overview

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Learn how to use Nintex to create a workflow, add workflow actions and branches, monitor workflows, and make forms.

Syllabus

Introduction
  • Welcome
  • What you should know
1. Create an Approval Workflow
  • Send an email
  • Add a conditional branch
  • Assign a task to a manager
  • Customize an email
  • Change the format of references
  • Turn on LazyApproval
2. Add More Workflow Actions
  • Use variables and calculated dates
  • Bring external data into a workflow
  • Create a list item
  • Reuse or move a workflow
3. Use Nintex Forms Designer
  • Create a form for an existing list
  • Customize the look of a form
  • Show/hide field controls
  • Assign field validation rules
  • Optimize layout for a smart phone
  • Print to PDF
  • Use Nintex Forms web part
4. Monitor Your Workflows
  • View management page and help
  • Troubleshoot a suspended workflow
  • Log to history list
Conclusion
  • Next steps

Taught by

Tiffany Songvilay

Reviews

4.8 rating at LinkedIn Learning based on 99 ratings

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