nintex workflow cloud: best practices in designing workflow · 2018-03-08 · analyze, optimize,...

Nintex Workflow Cloud: Best Practices in Designing Workflow

Joshua TanSenior Product ManagerNINTEX

Over 3000 workflows have been published in Nintex Workflow Cloud since January 2017.

Prime the tenant - initial setup

Invite usersand assign

roles

Select the Connectors you want to work with

Set up defaultfile location

Createconnections

Configure error alert

notifications

Demo: Prime the Tenant

Design thinking

Build as you go Spec-ing it up front

Decorate the workflow

Build the workflow

Optimize the workflow

TRIGGERSEVENTSSTART WORKFLOW

Decorate your workflow• Action sets

• Naming your actions

Analyze, optimize, and govern your process automation portfolio

Nintex HawkeyeProcess intelligence for the Nintex Workflow platform

Demo:Run workflow

Reusability

• Identify reusability

• “Componentizing” your workflow into reusable components

• External workflows

Governance

Securing workflows• Understand sharing concepts in

Nintex Workflow Cloud

Securing connections (coming soon!)

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Workflow “Hacks”!

• Capturing comments from Express Approval

• Using log to instance details

• Disable actions—configured and unconfigured

• Construct link to instance details page – combination of workflow id and instance id

Demo:Capturing comments

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Product Initiatives

• Onboarding and first load experience

• Designer productivity (time to publish)

• Enterprise management, governance, audit

• Finish what we’ve started

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Thematic Roadmap (3 months)

Designer ProductivityDebugging capabilities directly into the workflow design canvas

Variable user experience

Participant ExperienceTask forms – collect information to influence outcome and progress a workflow

Scenario EnablementEnhanced SharePoint Connector with support for document libraries and list item attachments

ServiceNow

Administrator Governance and ControlAuthenticate with corporate credentials (Azure AD)

Secure connections

Developer ExtensibilityEmbed workflow data into applications (Nintex Platform API)

Custom triggers

Conclusion and questions

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Session recommendations

by Chris Ellis, Nintex

by Lachlan Ainley & Dan Burke, Nintex

by Dan Burke, Nintex

Get a Nintex Workflow Cloud Trial Tenant

Product Roadmaphttps://roadmap.nintex.com

UserVoicehttps://nintex.uservoice.com

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