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Course Overview

The goal of this instror-led training course is to provide students with the knowledge and skills necessary to take advantage of SharePoint Online and Nintex O365 Workflows 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 list and libraries but no prior experience with Nintex is required.

Audience

This Nintex training course teaches the out-of-the-box functionality and is not intended for those who are primarily interested in using Visual Studio and .NET development to create workflow solutions in SharePoint. The course is intended for:

  • Information Workers who want to learn how to use SharePoint to automate common business processes
  • Power Users
  • Enterprise Planners and Teams
  • Application Designers
  • Help-desk and end-user support professionals
  • Trainers
  • IT Pros and Developers who are primarily interested in out-of-the-box functionality and features (note: this course does not teach workflow development using Visual Studio and .NET)

Class Content:

The content of the course covers the following topics:

  • Workflow fundamentals and Introducing Nintex Designer and creating rich workflow designs

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

Operations

  • 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