Nintex Workflows in Office 365 / SharePoint 2013


Welcome to a new topic where we will discuss Nintex Workflows in Office 365.

Why use Nintex when we have our own SharePoint Designer Workflows? The Nintex Workflow for Office 365 enables organizations to extend business process automation to more people, places and devices, delivering workflows for everyone. Nintex Workflow adds a drag-and-drop workflow designer, advanced connectivity and rich workflow features to provide customers more power and flexibility.

Nintex provides a user-friendly approach and helps us to accomplish a lot of functionality in fulfilling our requirements.

So let’s see its features.

Get into the list or Document Library and on the top navigation you can see the Nintex Workflow.

Nintex Workflow setting

Once you click on it you will see the following page where you have the following two options:

  • Visit the Nintex Store
  • Go to the Designer

Visit the Nintex Store: Yes you are right we have a store here, I will cover this in my next blog.

So, let’s go to the Designer.

Designer page

Here we are in the Designer page.

Welcome to the New SharePoint Designer Page.

New SharePoint Designer Page

Let’s see the top navigation where we have:

Nintex Workflows menu baar

    • Save: To save our workflow
    • Publish: To make it available and its functionality to start in our list or Document Library
    • New: To create a new workflow
    • Open: To open the workflow from the Nintex Library
    • Close: To close the workflow
    • Import:: To import the Nintex Workflow file from other sites
    • Export: To Export the Nintex Workflow so that it can be used in other sites
    • Variables: To assign the variables to our workflows you can create them in here as per the screen below

    assign the variables to our workflows

    • Store: Coming soon in my next blog
    • Then we have Help where you can find all kinds of it in a categorized view like Help, Support, Subscription overview, What’s new and About.

      like Help, Support, Subscription

    • Finally we have Feedback, where you can provide feedback to Nintex directly thereby helping them to understand your issues directly.

      feedback to Nintex directly

      Now let’s come to our actions that are divided in the following:

      Let’s discuss them one by one.

      integration of Nintex work flow

    Integration

    Here we have the following functionalities under Integration:

    • Call HTTP Web Service
    • Query XML
    • Start Workflow
    • Update XML

      Integration functionality of Nintex

    Libraries and Lists

    Here we have the following functionalities under the Libraries and Lists section.

    Libraries & Lists of Nintex workflow1

    Libraries & Lists of Nintex workflow2

    Under the actions of Libraries and Lists we have:

    • Check In Item
    • Check Out Item
    • Copy Document
    • Create List Item
    • Delete Item
    • Discard Check Out Item
    • Office 365 check in items
    • Office 365 check out items
    • Office 365 create list item
    • Office 365 delete items
    • Office 365 discard check out
    • Office 365 download file
    • Office 365 new blog post
    • Office 365 query list
    • Office 365 send document set to repository
    • Office 365 update item permissions
    • Office 365 update items
    • Office 365 upload file
    • Set Field in Current Item
    • Translate Document
    • Update List Item
    • Wait for even in List Item
    • Wait for field change in Current Item

    Logic and Flow

    Here we have the following functionalities under the Logic and Flow section.

    Logic and Flow of Nintex workflow

    It contains the following functions:

    • Condition Branch
    • Loop N Times
    • Loop with Condition
    • Parallel Block
    • Run If
    • Set Next State
    • Start Machine

    Operations

    Here we have the following functionalities under the Operations section:

    functionalities under Operations section

    It contains the following functions:

    • Add Time to Date
    • Build Dictionary
    • Count Items in a Dictionary
    • Do Calculation
    • Get an Item from a Dictionary
    • Log to History List
    • Pause for Duration
    • Pause until Date
    • Set Time Portion of Date/Time Field
    • Set Workflow Status
    • Set Workflow Variable

    User Interactions

    Here we have the following functionalities under the User Interactions section:

    User Interactions section

    It contains the following functions:

    • Assign a task
    • Send an Email
    • Start a task Process

    Utility

    Finally, here we have the following functionalities under the Utility section.

    functionalities under Utility section

    It contains the following functions:

    • Extract Substring from End of String
    • Extract Substring from Index of String
    • Extract Substring from Start of String
    • Extract Substring from Index with Length
    • Find Interval Between Dates
    • Find Substring in String
    • Replace Substring in String
    • Trim String

    So in the conclusion Nintex is now much better with new functionalities, more options and all in one user-friendly way.
    Keep Learning.
    Cheers.

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