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QuickStart with Nintex Workflows (O365) – 2 hr instructor-led course

June 23, 2020 @ 1:00 pm - 3:00 pm CDT

The instructor-led 1-day course introduces O365 Nintex Workflows.

The goal of this instructor-led training course is to provide students with a quick start 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.

1:00 pm – 3:00 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

Overview of Nintex Workflows

  • 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

Exercise – Creating a workflow interacting with lists and libraries

Logic and flow

  • Using the Conditional Branch
  • Action Sets
  • Parallel Actions

Exercise – Creating a workflow with conditions

Operations

  • Using workflow variables
  • Working with dates

Exercise – Calculating dates

Troubleshooting

  • Error Handling

Putting it all Together

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