www.auldhouse.co.nz

0800 835 835

NINTEX: NINTEX – FORMS AND WORKFLOWS

Duration 2 days

Introduction This course provides attendees with an introduction to using Nintex Forms and Workflows. It covers building both basic and

more complex forms, as well as customisation, installation, building both basic and more complex workflows, as well as

customisation. It also covers SharePoint 2013 and Active Directory integration.

Prerequisites Basic knowledge of using SharePoint would be useful, but not essential.

At Course Completion Attendees will be comfortable with using the basics of Nintex Forms and Workflows

COURSE CONTENT

Module 1: Introduction to Nintex Forms

This module provides an introduction to Nintex Forms

showing how it integrates with SharePoint and Nintex

Workflow and Nintex Live.

Introduction to Nintex Forms 2013

Nintex integration with SharePoint

Feature Overview

Types of Form

Form Controls

Module 2: Basic Nintex Forms

Creating basic forms and using controls using the form

design interface.

Building basic forms

Grids, Guides and Snap

Form Size

Undo, Version History and Preview

Save, Publish and Delete

Form Redirect

Module 3: Building Rich Forms

Creating and using more advanced form options.

Nintex Workflow Start Forms

Repeating sections and List Lookups

Using Rules to hide or disable part of a form with

panels

Module 4: Form Styles

Styling and Branding Nintex Forms.

Edit individual forms

Logo

Background

Borders

Control Settings including borders, colours and

fonts

Conditional Formatting Rule

Form Styles

Update the Form Template

Module 5: Mobile Forms

Customising Nintex forms for use on mobile devices.

Form Layouts for mobile devices

Mobile specific form controls

Add Photos

Add Video

Add Location

Complete forms while offline

Module 6: Introduction to Nintex Workflow

User Interface

Overview of Nintex Workflow

Workflow logic – defining workflow

Nintex Workflow and SharePoint

Nintex Web Site and Support

Module 7: Installation and Configuration

Product versions and features

Installation requirements and setup

Central Administration Configuration

Module 8: 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

Module 9: Creating Rich Workflows

Conditions and Action Sets

Working with Snippets

Using Workflow Variables

Rich Workflow Actions