Nintex provides a 30-day free trial of the products. Contact an Office 365 admin to install the apps from the SharePoint store.
- [Instructor] Approval workflows are dependent on a hierarchy. What is crucial for you to know going into this course is that you need to have a healthy active directory that is updated as people are hired and promoted. It doesn't matter if it's Enjour or on Premises, but it does need to be synced with your Office 365 tenent. You'll also need to have an Office 365 Admin grant this workflow application access to something called the User Profile Service. I remind you about that as we go through this course, but here are a couple of other things worth mentioning.
This course assumes that you're a SharePoint power user, by that, I mean you're a site collection owner, you know how to create a custom field, a filtered view, you know how to turn on item level permissions in a list so that people can only edit items that they've created. This course also assumes that you're working from a brand new install of Nintex for Workflows, that's available on the SharePoint Store. You don't need to be an Office 365 Admin to use this tool, but you will need one to install these apps for you into your site collection.
Here's an article that you can send to your IT help desk to help them figure out how to do that. After it's installed, you'll go into any list and you'll see the buttons on the ribbon. If you don't see them, then you need to be granted Unique Owner Permissions to whatever lists or libraries you want to create workflows for. Here's an article that explains that. Now what's nice is that if you're a site collection owner, recognize that you don't have to give people full control of your whole site while they evaluate this product.
You only need to give them individual list owner permission. That's it for now. If you're active directory is not synced, you may see some error messages and you definitely won't be able to email groups of people, but assuming this is part of a project test pilot, just disregard them for now and understand that may be the reason why an approval workflow that calls on inactive directory field, like a manager, will be suspended.
- 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