MS55223

Nintex Workflow 2016

3 dagen
Intermediate
Available in English

Volg de MS55223 training Nintex Workflow 2016. Deze training begint met een overzicht van het product, inzicht in mogelijke toepassingen, gevolgd door een installatiemodule om je vertrouwd te maken met hoe het product achter de schermen werkt. De rest van de training is gewijd aan het leren bouwen en beheren van workflows.

Deze training kun je tot eind dit jaar betalen met SA vouchers. Neem contact met ons op als jouw organisatie nog SA vouchers in bezit heeft.

Na afronding van deze training kun je onder andere:

Nintex Workflow installeren en configureren
De basisprincipes van workflows begrijpen en de Nintex Workflow-ontwerper gebruiken
Rijke workflows met loops en gebruikersinteractie gebruiken
Flexibel inplannen
Bij ons kun je flexibel inplannen. Zo train je wanneer het jou uitkomt. 
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Beste lesmethode
Kleine klassen
Flexibel inplannen
Leer wat jij nodig hebt

Training: Nintex Workflow 2016

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

  • Install and configure Nintex Workflow
  • Understand workflow fundamentals and use the Nintex Workflow designer
  • Create rich Workflows with loops and user interaction
  • Create List Workflows, Site Workflows and Reusable Workflows
  • Advanced Workflow Design capabilities including Error Handling and connecting to databases
  • Create State Machine workflows with Nintex Workflow

This course is a demanding three days aimed at delegates that are already experienced users of SharePoint. No prior knowledge of Nintex Workflow is needed but some previous experience of Nintex Workflow would be an advantage. It would also be an advantage if you have experience of creating workflows in Microsoft SharePoint Designer or Visual Studio.

This course will suit a varied audience from developers to sales people.

Module 1: Introduction to Nintex Workflow

This first module introduces Nintex Workflow explaining how SharePoint and Nintex Workflow are related, useful workflow terminology and how to become part of the growing Nintex community online.

Lessons

  • Overview of Nintex Workflow
  • Workflow logic – defining workflow
  • Nintex Workflow and SharePoint
  • Nintex Web Site and Support

Lab : Further Help

  • Visit the Nintex Support Site

After completing this module, students will be able to:

  • Understand the benefits of using Nintex Workflow compared to the out of the box workflow options
  • Describe key feature of Nintex Workflow

Module 2: Installation and Configuration

Learn how Nintex Workflow is installed and configured. You will also learn about the editions of Nintex workflow that are available.

Lessons

  • Product versions and features
  • Installation requirements and setup
  • Central Administration Configuration
  • Upgrading

After completing this module, students will be able to:

  • Describe the version of Nintex Workflow
  • Install Nintex Workflow
  • Configure Nintex workflow settings

Module 3: Getting Started with Nintex Workflow

Now that you understand what Nintex Workflow is for and how to install it the next step is to start building workflows. This module teaches you the basic techniques that will be required to build a simple workflow.

Lessons

  • Activating Nintex Workflow Site Features
  • Introducing the Nintex Workflow designer
  • Create a workflow
  • Managing the Workflows
  • Working with Templates
  • Managing Site level Settings

Lab : Nintex Feature Activation, Simple Workflow and Nintex Web Parts

  • Activate Nintex Features
  • Create Simple Workflows
  • Use the “My Workflow Tasks” web part

After completing this module, students will be able to:

  • Enable Nintex workflow features
  • Create simple Nintex workflows with multiple workflow actions
  • Save, Publish and test workflows
  • Use Nintex web parts to track workflow progress

Module 4: Creating Rich Workflows

This module shows you important building blocks that will be needed to create more sophisticated workflows. These include variables, error handling and decision making. The workflows get larger, more realistic and more useful in the real world.

Lessons

  • Conditions and Action Sets
  • Working with Snippets
  • Using Workflow Variables
  • Rich Workflow Actions
  • Error Handling

Lab : Rich Workflows

  • Use Simple Logic in Workflows
  • Configure Workflow Start up Options
  • Use Workflows to Create Sites
  • Use the Set a Condition Action
  • Configure Error Handling
  • Use Variables in a Workflow

After completing this module, students will be able to:

  • Create workflows that include decision making logic similar to if
  • Set workflow to trigger automatically and manually
  • Add error handling to workflows to suppress standard error behaviors
  • Use variables to pass data between workflow actions

Module 5: Advanced Workflows

This module explains how to create workflows.

Lessons

  • Working with Publishing Actions
  • Provisioning Active Directory Object
  • Managing Audiences and Profiles
  • Enterprise Integration
  • Enterprise Reporting

Lab : Advanced Workflows

  • Price Check in SQL – a workflow that validates data entry against a SQL database and flags any mista
  • Management Approval – Hierarchical approval process that dynamically seeks approval from each manage
  • New Starters – the workflow will create a user in AD and add them to appropriate security groups

After completing this module, students will be able to:

  • Interact with SQL Databases
  • Use ‘Run if’ actions
  • Perform calculations in workflows
  • Query LDAP databases such as Active Directory
  • Create AD Users
  • Add AD Users to Security Group
  • Use Branch structures

Module 6: State Machine Workflows

This module explains how to create workflows that can move backwards as well as forwards. This allows you to revisit earlier parts of a workflow multiple times and jump to later sections of a process without following the entire process.

Lessons

  • The State Machine Action
  • Building a simple State Machine workflow

Lab : State Machine Workflow

  • Import a Workflow
  • Review the State Machine settings
  • Test the Workflow
  • Update the Workflow to include an additional State

After completing this module, students will be able to:

  • Know when to use State Machine workflows
  • Import Workflow Templates
  • Create State Machine Workflows

Module 7: User Interface

This module identifies many of the updates that have been added to Nintex Workflow as it has developed over several years. Some updates are minor while others are major improvements. These include improvements to the users interface and options to allow site owners to control when new changes to workflows can go live.

Lessons

  • Click less and do more
  • The Ribbon
  • Zoom and Print
  • Association Columns
  • Workflow Approval

Lab : User Interface

  • Enable and Configure Workflow Approval

After completing this module, students will be able to:

  • Print hard copies of a workflow
  • Help make workflows easier to reuse thanks to association columns
  • Control when updates to workflows go live with workflow approval

Module 8: User Defined Actions, Site Workflows and Reusable Workflows

This module explains how to bring together combinations of workflow actions to reuse in the future. This will help you to standardize and centrally manage some of the most complex workflow actions saving you time and making your workflows easier to create and maintain.

You will also learn about site workflows – these enable you to create scheduled workflows that can run independently from any documents or apps.

Lessons

  • User Defined actions overview
  • Creating User Defined actions without programming
  • Create and Manage Site Workflows
  • Schedule Workflows
  • Create Reusable Workflows
  • Assign a workflow to a SharePoint Content Type

Lab : UDAs and Site Workflows

  • Create User Defined actions
  • Test User Defined actions
  • Promote User Defined actions
  • Create Site Workflows
  • Schedule Site Workflows

After completing this module, students will be able to:

  • Create every type of Nintex workflow including list, site and reusable
  • Know when to use each type of workflow
  • Schedule workflows to run multiple times
  • Create workflow components to share with other users

Module 9: Further Workflow Actions

This module introduces more important workflow actions to help you create an even wider range of workflows. You will also learn how to create a workflow that can run other workflows, this can be useful when create large business processes.

Lessons

  • 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 suggestion

Lab : Store and Retrieve Data

  • Create two workflows that share information between one another to process holiday request

After completing this module, students will be able to:

  • Create workflows that can start other workflows and pass data to them
  • Use workflows to work with in place records
  • Use all workflow actions

Ontvang gave gadgets bij onze trainingen!

10
Jennifer Pereira
Ik heb hier de 2-daagse training Microsoft Dynamics 365 fundamentals gevolgd. Medewerkers zijn zeer hulpvaardig en denken ver mee, dit vond ik TOP! De Active Learning training met vakkundige trainster is me heel goed bevallen. De lunch was royaal en erg lekker! Kortom, wellicht tot ziens!
9,0
Willem de Lang
In Februari een 5-daagse training WS-11 (Server 2019) gevolgd in twee weken. Deze training was op basis van het Active Learning programma en dit is me zeer goed bevallen. De instructeur had voldoende tijd/kennis om vragen te beantwoorden en me verder te helpen wanneer ik vast liep.
9,5
Edwin Kruize
Bij Master IT train ik al jaren on-site in Eindhoven wat mij ontzettend goed bevalt. De Active Learning lesmethode is perfect voor mij en kan ik op mijn eigen tempo en onder goede begeleiding mijn studies volgen. De trainers hebben veel brede kennis en nemen de tijd voor je. 

Active Learning

Je maakt samen met je trainer een plan en gaat actief aan de slag. In een kleine klas verdiepen in wat je echt nodig hebt, inzoomen op zaken die je echt interesseren en overslaan wat je al weet of niet nodig hebt. Plan je lesdagen flexibel, neem real-life casussen mee en werk ze uit met je trainer. Verrijk je kennis en verbind het met alles wat je al wist.

Digital MOC
Labomgeving
3 dagen voor € 1.350,-

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Ben je op zoek naar volledige zelfstudie? Wij bieden je de mogelijkheid om jouw training volledig in jouw eigen tijd te volgen. Uiteraard met het officiële lesmateriaal waarmee je de juiste kennis opdoet.

Digitaal MOC
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€ 690,-

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MS55223
Nintex Workflow 2016
€ 1.350,-
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