Realdolmen Education

Details

Nintex Workflow 2010 Introduction

This course is currently not scheduled on the open calendar, but can be organized on request.

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Duration

3 day(s)

Audience

IT professionals, Managers, MOSS administrators, end users who want to leverage Nintex workflow 2010 to automate and optimize business process flows.

Prerequisites

There are no prerequisites for this course, although an understanding and basic knowledge of SharePoint Products and Technologies is recommended.

Objectives

After completing this course, students will be able to: Create basic as well as more advanced workflows with the out-of-the-box features of Nintex Workflow 2010. Take advantage of Nintex Workflow 2010 to optimize, automate and streamline business processes.

Methods

Instructor-led workshop with significant time spent on hands-on practice and discussions.

Description

This course is a 3 day course for people that are already experienced users of SharePoint 2010. It is also an advantage if participants have experience in creating workflows in Microsoft SharePoint Designer or Visual Studio.

The course starts with an overview of the product, giving you insight into potential uses, followed by an installation module to familiarize you with how Nintex Workflow 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.

Contents

  • Introduction to Nintex Workflow
    • Overview of Nintex Workflow
    • Workflow logic – defining workflow
    • Nintex Workflow and SharePoint
    • Nintex Web Site and Support
  • 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
  • Creating Rich Workflows
    • Conditions and Action Sets
    • Working with Snippets
    • Using Workflow Variables
    • Rich Workflow Actions
  • Advanced Workflows
    • Working with Publishing Actions
    • Provisioning Active Directory Object
    • Managing Audiences and Profiles
    • Enterprise Integration
    • Enterprise Reporting
  • State Machine Workflows
    • The State Machine Action
    • Building a simple State Machine workflow
  • Interface Changes
    • Click less and do more
    • The Ribbon
    • Zoom and Print
    • Association Columns
    • Workflow Approval
  • User Defined Actions
    • User Defined actions overview
    • Creating user Defined actions without programming
  • Reusable Workflows
    • Creating Reusable workflows
    • Site workflows
  • Reusable Workflows
    • Creating Reusable workflows
    • Site workflows
  • 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 suggestions