Workflow Ready

SharePoint • Power Automate • Power Apps • Nintex Training & Consulting

DESIGN WORKFLOWS WITH NINTEX WORKFLOW: INTERMEDIATE
Design Nintex Workflows: Fundamentals Design Nintex Workflows: Power Users Nintex Workflow: Overview
WHAT IS NINTEX WORKFLOW?

Nintex Workflow® is a workflow design tool that organizations can use to streamline business processes. Nintex Workflow is designed for both advanced business users and IT pros and developers, depending on the type of forms-based solution a user or organization wants to create. Users of all levels, however, can fill out forms.

  • Nintex Workflow gives users the ability to build and run workflows in the cloud, dragging and dropping SharePoint's native actions and connecting to cloud services via the Nintex Store.
  • Nintex Workflow works with SharePoint Server Online and SharePoint Online. Nintex Workflow is available directly from the SharePoint Store.

Nintex Workflow provides a wealth of actions which can support scenarios such as:

  • Onboarding Users into Office 365 and assigning licences
  • Crowd-sourced content reviews on Yammer
  • Leave requests
  • Gathering content from and publishing content to third-party repositories
  • Help desk case assignments and tracking
  • Vendor-Client management
  • Press release editing and reviews
  • Budget reviews
  • Scanning social media for actionable discoveries
  • Automating the provisioning of SharePoint sites and other resources.
CLASS DETAILS
CLASS FORMAT This is a hands-on class - it is delivered as a running lab. This is not a series of PowerPoint slides presented by the instructor.
WHO SHOULD ATTEND This class is targeted toward non-technical workflow designers who work with SharePoint. You wiil learn to design powerful, sophisticated online workflows without programming. The topics in this class expand considerably on the topics in the Nintex Workflow Fundamentals class.
CLASS TOPICS Click CLASS TOPICS to view the full class outline.
PAYMENT Payment of $425 U.S. per person per class will be made directly by credit card over a secure web connection.
CLASS TIMES North America class times are Pacific 9 AM-1 PM • Mountain 10 AM-2 PM • Central 11 AM-3 PM • Eastern 12-4 PM
INTERNATIONAL Customized classes can be arranged for international customers. Suggested times:
Asia 8 AM-3 PM SGT • 8 AM-3 PM GMT • South America 8 AM-3 PM BREST
ONLINE CLASSES
SharePoint Online
SharePoint Online for Site Members
SharePoint Online for Site Owners
SharePoint Online for Power Users
Microsoft Power Automate
Design Workflows with Power Automate Fundamentals
Design Workflows with Power Automate Intermediate
Microsoft Power Apps
Design Online Forms with Power Apps Fundamentals
Design Online Forms with Power Apps Intermediate
Nintex Workflow
Design Workflows with Nintex Workflow Fundamentals
Design Workflows with Nintex Workflow Intermediate
Design Workflows with Nintex Workflow Power User
REGISTER
1. Click a Class Date below.
2. Fill out the fields below, then click Submit to register for a class.
    We will email you a confirmation.

December 13

January 18

January 31

February 14

February 23

March 10

March 23

Full Name:

Email:

Phone:

Organization:

 

   

If you have questions, please call us at (800) 765-1962 or email us at training@workflowready.com.
CLASS TOPICS

1.0 Workflow to Write Excel Values to a Tracking List

1.1 Lab Excel

1.2 Lab SharePoint

1.3 Lab Nintex

1.4 Lab Update the Excel Sheet, Upload to the SharePoint Doc Library

2.0 Capital Expenditure Request Workflow

2.1 Create the Capital Expenditure List in Healthcare SharePoint Teamspace

2.2 Create the Workflow Notification Configuration

2.3 Save the Workflow

2.4 Create a Workflow Constant

2.5 Create the Workflow Approver Request Configuration

2.5.1 Message templates

2.6 Create a Condition

2.7 Set the Content Approval Status

2.8 Set the Second Approver

2.9 Configure the Remaining Actions Copy and Paste

2.9.1 Final Workflow

2.10 Set Start Options and Publish the Workflow

2.11 Test the Workflow

3.0 New Sales Opportunity

3.1 SharePoint Create Custom List “New Sales”

3.2 SharePoint Create Calculated Column for Promotion Points

3.3 SharePoint Create Column Rejection Date 1

3.4 SharePoint Create Calculated Column for Date To Purge

3.4.1 Testing for Time

3.5 Nintex Create Workflow Constants

3.6 Create a New Workflow

3.7 Send Notification to Sales Rep and Manager

3.8 Request Approval Approval Request to RSM

3.9 Send a Notification RSM Approval Notification to Creator & RSM

3.10 Send a Notification 1st Rejection Notification to Creator & RSM

3.11 Request Approval RSM Approval Request Following Correction

3.12 Send a Notification RSM Approval Notification Following Correction

3.13 Send a Notification 2nd Rejection Notification to Creator & RSM

3.14 Update an Item Update Rejection Date 1

3.15 Create Variable Date to Purge

3.16 Calculate a Date Calculate Date to Purge

3.17 Set a Condition Check If Date to Purge Reached

3.18 Delete an Item Delete Rejected Sales Opportunity

Workflow Ready, Inc.  •  2100 18th Avenue South  •  Nashville, TN 37212  •  Phone (800) 765-1962

3004 Oslo Crescent   •  Mississauga, ON  L5N 1Z9
HOME  •   ONLINE CLASSES  •   TRAINING SERVICES  •   CONSULTING SERVICES  •   WORKFLOW SOLUTIONS  •   ABOUT US
Copyright © Workflow Ready, Inc. 2006-2022. All rights reserved.