Nintex Workflow 2013 & InfoPath Form Design workshop

Transcription

1 Nintex Workflow 2013 & InfoPath Form Design workshop Duration: 30 Hrs. Course Outline: Module 1: Creating a SharePoint Form with InfoPath Designer Design a SharePoint Form Using the Blank Form Template Design the Forms Add Submit Options Publish to SharePoint Library Module 2: SharePoint Form Controls Check Boxes and Option Buttons Choice Groups List Boxes Bulleted, Numbered, and Plain List Controls Sections Repeating Tables Module 3: SharePoint Form Rules Format an Entry Based on a Condition Implement a Validation Rule Add an Action Rule to a Button Use Rules for Form Submission Use Rules for Form Loading Validate Data Entry Using Patterns

2 Module 4: SharePoint Form Functions Use the SharePoint URL Functions Calculate a Future Date Get the Current SharePoint User Remove Leading and Trailing Spaces from a Field Value Remove All Spaces from an Entry Default a Blank Amount to Zero Calculate the Sum of All Items Determine a Count of the Items Entered Module 5: SharePoint Form Page Design and Views Change the Current View Name Create a New View Change the Default View Make a View Read-Only Prevent a User from Selecting a View Use a View for Printing Use a Different Layout for Your Form Use a Theme for Your Form Add Headers/Footers to Your Form Insert a Table Layout into Your Form Modify a Table Layout in Your Form SharePoint List Forms Use a Form to Create a SharePoint List Modify the Form of an Existing SharePoint List Set Your List Form Template Back to the Default Form Module 6: Submitting and Publishing in SharePoint Enable Your Form for Submission Configure SharePoint Library Submission Publish Your Form to a SharePoint Library Configure Web Service Submission Configure SharePoint Server Connection Submission Modify the Available Menu Buttons During Form Submission How to deploy InfoPath Forms to Central Administration

3 Module 7: Using Data in SharePoint Forms Use Data From a Database Use Data from SharePoint 2013 user profile service Convert an InfoPath Connection to a SharePoint Connection File Use Data From a SharePoint List Use Data From a SharePoint Data Connection File Use Data from a (SOAP) Web Service Populate a Drop-Down List with Data Display Data from a SharePoint List Display a Repeating Table from a SharePoint List

4 Nintex Workflow 2013 Module 1: Overview of Nintex workflows Introduction to Nintex Workflow 2013 Understand Workflows and the components of a workflow Nintex Workflow 2013 Configuration Nintex 2013 Workflow Designer Module 2: Building Block of Nintex workflow solutions Components of Nintex workflow Workflow Actions Workflow Variables Workflow Settings Workflow Snippet Nintex Template Creating Basic Nintex workflow How to work with dynamic workflow content and messaging. Module 3: Basic Nintex workflows Actions How to work with list queries and variables How to work with conditional statements. How to work with calculations Working with inline functions How to use Collections How to Send Notifications Module 4: Advanced Nintex workflows Actions How to work with Approval Workflow How to configure serial Approval(Manager s hierarchy) How to work with dynamic approvers How to configure reminders and escalate a workflow using delegation How to Work with Flexi Task Building State Machine Workflows Automating processes that require multiple workflows Integrate With External Systems

5 o How to call SharePoint web service o How to call Nintex Web services o How to Execute SQL Statements How to configure Leave Request Workflow How to configure Dynamic Help Desk Workflow Module 5: Reusable Workflows Creating Reusable workflows Site workflows How to Work With User Defined actions Module 6:Enterprise Reporting using Nintex Web Parts Leveraging the Nintex Workflow Reporting for users and SharePoint Administrators Module 7: Nintex Web Services Introduction to Nintex Web Services Nintex Web Service Customization How to customize Nintex Web Services How to Call Nintex Web Services From InfoPath Forms How to Approve/Reject Task from InfoPath Forms