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Build SharePoint Online Workflows and
Customize Forms Using Nintex for Office
365
• Introduction to Nintex
• Nintex for Office 365
• Nintex Forms for Office 365
• Demo
• Nintex Workflows for Office 365
• Demo
• Q & A
Agenda
• Leading tool for SharePoint and Project Server Workflows
• With browser-based, drag-and-drop designers.
• So many awards including
• “Most Business Value for a SharePoint Add-in” for Nintex Workflow for
Office 365.
• “Best User Interface for a SharePoint Add-in” for Nintex Forms for Office
365.
Introduction to Nintex
• 50 million workflows
• Fastest growing Nintex product ever
• SharePoint hosted Add-ins
• Consists of two products
• Nintex Forms for Office 365
• Nintex Workflows for Office 365
Nintex for Office 365
• Design forms quickly and easily
• Generate forms for browsers, including tablet and mobile
• Publish to Office 365 with one click
• Dynamic fields, data validations, conditional display areas
and custom formatting available
• Nintex Forms combines with Nintex Workflow for Office
365, to deliver complete Workflow and Content Automation
solutions
Nintex Forms for Office 365
Demo
• Design powerful workflows using clicks
• Nintex connecters help to interconnect Nintex Workflow for
Office 365 with leading cloud services and apps
• Workflow Types
• List workflow
• Site workflow
• Not Available – Reusable Workflows (Last updated: June 5, 2017)
Nintex Workflows for Office 365
• List workflows can be associated with document libraries
and lists.
• Collect feedback on documents or list items
• Can be started whenever a document or item is added or
edited.
• We can also manually start these workflows or start them
from other workflows.
List Workflow
• Site workflows operate across the site, independent of
specific documents or list items.
• We can manually start these workflows or start them from
other workflows.
Site Workflow
• State Machine Workflow
• Sequential Workflow
Workflow Logic Implementations
• A sequential workflow is one that follows a specific path.
• The default behavior is sequential workflow when you start
to create a workflow.
Sequential Workflow
• State machine workflow do not typically follow a specific
path of execution. Rather, they consist of two or more
states.
• Think of each state as a smaller workflow that contains
multiple workflow activities.
State Machine Workflow
Demo
Start
Submit Application
Assign Task
to
Approver 1
Approve / Reject
Aplication
Approve Reject
Initiator
Send Notification Send Notification
EndEnd
Questions
and
Answers
Thank You
@jsuhail
jsuhail.blogspot.com

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Build SharePoint Online Workflows and Customize Forms Using Nintex for Office 365

  • 1. Build SharePoint Online Workflows and Customize Forms Using Nintex for Office 365
  • 2. • Introduction to Nintex • Nintex for Office 365 • Nintex Forms for Office 365 • Demo • Nintex Workflows for Office 365 • Demo • Q & A Agenda
  • 3. • Leading tool for SharePoint and Project Server Workflows • With browser-based, drag-and-drop designers. • So many awards including • “Most Business Value for a SharePoint Add-in” for Nintex Workflow for Office 365. • “Best User Interface for a SharePoint Add-in” for Nintex Forms for Office 365. Introduction to Nintex
  • 4. • 50 million workflows • Fastest growing Nintex product ever • SharePoint hosted Add-ins • Consists of two products • Nintex Forms for Office 365 • Nintex Workflows for Office 365 Nintex for Office 365
  • 5. • Design forms quickly and easily • Generate forms for browsers, including tablet and mobile • Publish to Office 365 with one click • Dynamic fields, data validations, conditional display areas and custom formatting available • Nintex Forms combines with Nintex Workflow for Office 365, to deliver complete Workflow and Content Automation solutions Nintex Forms for Office 365
  • 7. • Design powerful workflows using clicks • Nintex connecters help to interconnect Nintex Workflow for Office 365 with leading cloud services and apps • Workflow Types • List workflow • Site workflow • Not Available – Reusable Workflows (Last updated: June 5, 2017) Nintex Workflows for Office 365
  • 8. • List workflows can be associated with document libraries and lists. • Collect feedback on documents or list items • Can be started whenever a document or item is added or edited. • We can also manually start these workflows or start them from other workflows. List Workflow
  • 9. • Site workflows operate across the site, independent of specific documents or list items. • We can manually start these workflows or start them from other workflows. Site Workflow
  • 10. • State Machine Workflow • Sequential Workflow Workflow Logic Implementations
  • 11. • A sequential workflow is one that follows a specific path. • The default behavior is sequential workflow when you start to create a workflow. Sequential Workflow
  • 12. • State machine workflow do not typically follow a specific path of execution. Rather, they consist of two or more states. • Think of each state as a smaller workflow that contains multiple workflow activities. State Machine Workflow
  • 13. Demo Start Submit Application Assign Task to Approver 1 Approve / Reject Aplication Approve Reject Initiator Send Notification Send Notification EndEnd