Course Code: 18992

55223 - Nixtex Workflow 2010/2013/2016

Class Dates:
3 Days
Class Time:
Instructor-Led Training, Virtual Instructor-Led Training


  • Course Overview
  • The course starts with an overview of the product, giving insight into potential uses, followed by an installation module to familiarise 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.

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


Course Details

  • At Course Completion
  • 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
  • Overview of Nintex Workflow
  • Workflow logic – defining workflow
  • Nintex Workflow and SharePoint
  • Nintex Web Site and Support
  • Lab 1: Further Help
  • Visit the Nintex Support Site
  • Module 2: Installation and Configuration
  • Product versions and features
  • Installation requirements and setup
  • Central Administration Configuration
  • Upgrading
  • Module 3: 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
  • Lab 1: Nintex Feature Activation, Simple Workflow and Nintex Web Parts
  • Activate Nintex Features
  • Create Simple Workflows
  • Use the "My Workflow Tasks" web part
  • Module 4: Creating Rich Workflows
  • Conditions and Action Sets
  • Working with Snippets
  • Using Workflow Variables
  • Rich Workflow Actions
  • Error Handling
  • Lab 1: 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
  • Module 5: Advanced Workflows
  • Working with Publishing Actions
  • Provisioning Active Directory Object
  • Managing Audiences and Profiles
  • Enterprise Integration
  • Enterprise Reporting
  • Lab 1: Advanced Workflows
  • Price Check in SQL – a workflow that validates data entry against a SQL database and flags any mistakes
  • New Starters – the workflow will create a user in AD and add them to appropriate security groups
  • Module 6: State Machine Workflows
  • The State Machine Action
  • Building a simple State Machine workflow
  • Lab 1: State Machine Workflow
  • Import a Workflow
  • Review the State Machine settings
  • Test the Workflow
  • Update the Workflow to include an additional State
  • Module 7: User Interface
  • Click less and do more
  • The Ribbon
  • Zoom and Print
  • Association Columns
  • Workflow Approval
  • Lab 1: User Interface
  • Enable and Configure Workflow Approval
  • Module 8: User Defined Actions, Site Workflows and Reusable Workflows
  • 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 1: UDAs and Site Workflows
  • Create User Defined actions
  • Test User Defined actions
  • Promote User Defined actions
  • Create Site Workflows
  • Schedule Site Workflows
  • Module 9: 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 suggestion
  • Lab 1: Store and Retrieve Data
  • Create two workflows that share information between one another to process holiday request