How do I use Nintex workflow templates?

Published by %s
2020-05-21

How do I use Nintex workflow templates?

To use a reusable workflow template for a content type:

  1. Navigate to the settings page of the Content Type, click on Workflow Settings.
  2. In the Workflow Settings page, click on Add a workflow.
  3. In the Add a workflow page, select the reusable workflow template from the list of Workflows.

How do I create a Nintex workflow?

Create a workflow

  1. Access the list or library.
  2. In the List or Library tab, in the ribbon, click the down-arrow for Workflow Settings and then select Create a Workflow in Nintex Workflow. If the Select a Workflow Template dialog box appears, you can choose to either select a template or start with a blank canvas.

How do you make reusable workflow Nintex?

  1. Navigate to the Settings page for the content type, list, or library.
  2. On the Settings page, click Workflow Settings.
  3. On the Workflow Settings page, click Add a workflow.
  4. On the Add a Workflow page, under Workflow, select the reusable workflow template.
  5. Update other settings as needed and then click OK.

What is Nintex workflow and forms?

Nintex Forms are a Microsoft SharePoint tool primarily used for collecting and validating user input into SharePoint lists and Nintex Workflows. A common use of a digital form is to replace paper-based data collection. Digital forms provide several benefits.

How do I edit a workflow in SharePoint?

To edit an existing workflow in SharePoint Designer 2010, in the Navigation pane, click Workflows. In the main pane, right-click the desired workflow, and click Edit Workflow. To copy and modify a reusable workflow in SharePoint Designer 2010, in the Navigation pane, click Workflows.

How do I create a nintex site workflow in SharePoint 2016?

Create site creation workflow

  1. Navigate to the Site Provisioning list.
  2. Click on the List tab and then click on Workflow Settings.
  3. Click on Create a Workflow in Nintex Workflow.
  4. Click on Cancel.
  5. Drag and drop the Create site action from the Provisioning section.

How do I create a nintex list workflow in SharePoint 2016?

Create workflows

  1. Go to the document library or list, select the Library or List tab, and then click Nintex Workflow in the ribbon. The Workflows page opens.
  2. Click Create List Workflow. The Designer page opens to design your workflow.

How do I use reusable workflow in SharePoint 2013?

Run reusable workflow in SharePoint Select “Task” in content type and then choose your workflow name from list. Then you should define the SharePoint workflow trigger. I’ll have this workflow started after a new item creation.

Is Nintex form is free?

Try Nintex free for 30 days. Free trial – no credit cards, fees, or obligations.