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Getting Started with Nintex Workflows (O365) – 2 Day Instructor-led Course

June 29, 2020 @ 9:00 am - June 30, 2020 @ 4:00 pm CDT

The goal of this instructor-led 2-day training course is to help students utilize SharePoint and Nintex Workflows.

The goal of this instructor-led training course is to provide students with the knowledge and skills necessary to take advantage of SharePoint Online (O365) and Nintex Workflows (O365) for the purpose of automating business processes. The learning experience will be a combination of instructor presentations and hands-on lab exercises. It is recommended users have a basic understanding of SharePoint lists and libraries, but no prior experience with Nintex is required.

Day 1 9:00 am – 4:00 pm (Central Time)

Day 2 9:00 am – 4:00 pm (Central Time)

Course Outline

Introduction to SharePoint

  • High level overview of SharePoint
  • Highlighting basic features of SharePoint (list, libraries, settings, etc.)
  • Classic view vs. Modern view

Exercise – Creating a new list in SharePoint

Overview of Nintex Workflows

  • Nintex Workflows – On-premise vs. Online (similarities and major differences)
  • Workflow logic – defining workflow
  • Using Nintex and SharePoint

Getting Started with Nintex Workflow

  • Introducing the Nintex Workflow Designer
  • Create an email notification workflow using information from the list item
  • Publishing workflows and setting start options
  • Understanding Workflow Status
  • Managing the Workflows

Exercise – Creating a workflow with email notifications

Interacting with lists and libraries

  • Updating list items
  • Watching for changes to list items

Exercise – Creating a workflow interacting with lists and libraries

Logic and flow

  • Using the Conditional Branch
  • Switch workflow action
  • Action Sets
  • Parallel Actions

Exercise – Creating a workflow with conditions

  • State Machine Workflows

Exercise – Moving the workflow through various states


  • Using workflow variables

Exercise – Using variables

  • Working with dates
  • Using calculations

Exercise – Calculating dates

Troubleshooting and Best Practices

  • Error Handling

Exercise – Solving and Mitigating Errors

  • Best Practices

Putting it all Together

Go to the SBSI web site to view this course information and other available courses.


June 29, 2020 @ 9:00 am CDT
June 30, 2020 @ 4:00 pm CDT
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