See whether the latest saved version has been published or not and use help to identify what action was used in an existing workflow.
- [Instructor] The management page is where you can see all the workflows for each list or even at the site level. This is where you end up when you go to Nintex workflow in any one of your lists and what's great about this is that- I mean typically there's probably a one-to-one relationship like you may have just a really complex workflow inside of one list or library but especially if you're not the only owner of a site or not the only person trying to learn how to use these workflows, this is a great page to let you know whether or not the last version of something is published and you can also then come in and delete workflows that you're no longer using anymore and when we talk about that latest version that's being published, that's the difference between clicking save and clicking publish after you're done.
So if you just click save then the workflow will continue to run the way that it ran the last time it was published which is great because, again, if you're not the only person trying to modify this then in that way you can export a workflow into the same list and then you use that just as a save and again don't forget that when you go into settings you can always, what I would call suspend a workflow just by making sure that it can only be fired manually. So in that way, I can pause other people's workflows while I'm testing mine.
So that's just a little trick that I've learned. Something else that I've learned is that it's a best practice for people to come in here and rename these things and now I have no idea what that original action was and so when I'm learning I may be trying to copy off of somebody else's work so here's how I figured out how to do that. If you double click into any of the actions, click on the help button up on the ribbon and look what it does.
It scrolls to the Nintex help for what the action item is. So that's a way for me to say, "Oh okay when they did this, they were using the create list item action", and then I can go find create a list item and drag it into my workflow. So the view management page which is the workflow gallery and the Nintex help which you can get into by double clicking on any action, those are some great ways for you to be able to monitor your workflows inside of an existing list.
- Automating a workflow for manager approval
- Adding conditional branches to workflows
- Using variables and calculated dates
- Bringing external data into a workflow
- Reusing and moving workflows
- Creating and customizing a form
- Assigning field validation rules
- Using Nintex Forms
- Optimizing for mobile viewing
- Troubleshooting a suspended workflow