MOC-5223 - ShareForce7

MOC-55223: 55223AC

Nintex Workflow 2010/2013/2016

Duration: 3 Days

Description

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.

Overview

About This Course

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 Profile

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

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

Details

Course Outline

Module 1 : Introduction to Nintex Workflow

his first module introduces Nintex Workflow explaining how SharePoint and Nintex Workflow are related, useful workflow terminology and how to become part of the growing Nintex community online

Lessons

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

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
Decribe key feature of Nintex Workflow

Module 2: Installation and Configuration

Learn how Nintex Workflow is installed and configured. You will also learn about the editions of Nintex workflow that are available.

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

Now that you understand what Nintex Workflow is for and how to install it the next step is to start building workflows. This module teaches you the basic techniques that will be required to build a simple 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 1: 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

This module shows you important building blocks that will be needed to create more sophisticated workflows. These include variables, error handling and decision making. The workflows get larger, more realistic and more useful in the real world.

Lessons

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

Lab 1: Rich Workflows

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 behaviours
Use variables to pass data between workflow actions

Module 5: Advanced Workflows

This module explains how to create workflows

Lessons

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

Management Approval – Hierarchical approval process that dynamically seeks approval from each manager above you in the company hierachy

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

This module explains how to create workflows that can move backwards as well as forwards. This allows you to revisit earlier parts of a workflow multiple times and jump to later sections of a process without following the entire process.

Lessons

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

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

This module identifies many of the updates that have been added to Nintex Workflow as it has developed over several years. Some updates are minor while others are major improvements. These include improvements to the users interface and options to allow site owners to control when new changes to workflows can go live.

Lessons

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

Lab 1: 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

This module explains how to bring together combinations of workflow actions to reuse in the future. This will help you to standardize and centrally manage some of the most complex workflow actions saving you time and making your workflows easier to create and maintain.

You will also learn about site workflows – these enable you to create scheduled workflows that can run independently from any documents or apps.

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 1: 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

This module introduces more important workflow actions to help you create an even wider range of workflows. You will also learn how to create a workflow that can run other workflows, this can be useful when create large business processes.

Lessons