Build SharePoint Online Workflows and Customize Forms Using Nintex for Office 365

•Télécharger en tant que PPTX, PDF•

1 j'aime•605 vues

This document outlines an agenda for a presentation on building SharePoint Online workflows and customizing forms using Nintex for Office 365. It introduces Nintex as a leading tool for SharePoint and Project Server workflows. It then discusses Nintex for Office 365, including Nintex Forms and Nintex Workflows for Office 365. It provides information on designing forms and workflows using these products, including demos of list workflows, site workflows, sequential workflows, and state machine workflows. The agenda concludes with time for questions and answers.

Logiciels

Build SharePoint Online Workflows and
Customize Forms Using Nintex for Office
365

• Introduction to Nintex
• Nintex for Office 365
• Nintex Forms for Office 365
• Demo
• Nintex Workflows for Office 365
• Demo
• Q & A
Agenda

• Leading tool for SharePoint and Project Server Workflows
• With browser-based, drag-and-drop designers.
• So many awards including
• “Most Business Value for a SharePoint Add-in” for Nintex Workflow for
Office 365.
• “Best User Interface for a SharePoint Add-in” for Nintex Forms for Office
365.
Introduction to Nintex

• 50 million workflows
• Fastest growing Nintex product ever
• SharePoint hosted Add-ins
• Consists of two products
• Nintex Forms for Office 365
• Nintex Workflows for Office 365
Nintex for Office 365

• Design forms quickly and easily
• Generate forms for browsers, including tablet and mobile
• Publish to Office 365 with one click
• Dynamic fields, data validations, conditional display areas
and custom formatting available
• Nintex Forms combines with Nintex Workflow for Office
365, to deliver complete Workflow and Content Automation
solutions
Nintex Forms for Office 365

• Design powerful workflows using clicks
• Nintex connecters help to interconnect Nintex Workflow for
Office 365 with leading cloud services and apps
• Workflow Types
• List workflow
• Site workflow
• Not Available – Reusable Workflows (Last updated: June 5, 2017)
Nintex Workflows for Office 365

• List workflows can be associated with document libraries
and lists.
• Collect feedback on documents or list items
• Can be started whenever a document or item is added or
edited.
• We can also manually start these workflows or start them
from other workflows.
List Workflow

• Site workflows operate across the site, independent of
specific documents or list items.
• We can manually start these workflows or start them from
other workflows.
Site Workflow

• State Machine Workflow
• Sequential Workflow
Workflow Logic Implementations

• A sequential workflow is one that follows a specific path.
• The default behavior is sequential workflow when you start
to create a workflow.
Sequential Workflow

• State machine workflow do not typically follow a specific
path of execution. Rather, they consist of two or more
states.
• Think of each state as a smaller workflow that contains
multiple workflow activities.
State Machine Workflow

Demo
Start
Submit Application
Assign Task
to
Approver 1
Approve / Reject
Aplication
Approve Reject
Initiator
Send Notification Send Notification
EndEnd

Contenu connexe

Tendances

SharePoint migrations rarely turn out as you plan them. They are sometimes risky and too often take longer than planned. Over the last 10 years of migrating from SharePoint 2003, 2007, 2010 to the latest versions of SharePoint/Office 365 we’ve seen a consistent theme -- organizations underestimate the complexity and level of effort required for a successful, smooth migration. Whether you are planning to complete your own migration, or engaging a vendor to assist, this webinar will discuss precautions you can take to avoid the slippery slope experienced in SharePoint migrations. Join Jill Hannemann, Adam Levithan and our special guest Ryan Tully from Metalogix as they: - Go through the assessment steps to understand the full landscape of your existing SharePoint environment - Review methodologies for moving content from one environment to the next - Outline precautions you should take in migrating to either SharePoint 2013 on-premise or online

Webinar: The Slippery Slope of Migrating to SharePoint Online or On-Premise

WithumSmith+Brown, formerly Portal Solutions

Have you seen all the new features in OneDrive for Business (OD4B) lately? Are you getting ready to roll-out OD4B to your enterprise? Or are you just looking to see what you’re missing if you aren’t on OD4B yet? OneDrive for Business in Office 365 is changing quickly and we as end-users and IT professionals need to try keep up. Join me as we walk through the newest improvements to the world of OneDrive for Business in Office 365. This session will be demo filled and by the end you will see the investment and dedication that Microsoft has too provide a solid personal file solution.

What's new with OneDrive for Business - SharePoint Fest DC 2019

Drew Madelung

The Future of SharePoint - SharePoint 2016

Don Donais

The world of sharing has changed, and our enterprise strategies need to adapt to them. There are many ways that your users are sharing files throughout Office 365 whether you know about them or not. In this session we will walk you through the technical options you have to configure internal and external sharing and how to establish a sharing strategy that aligns to your business processes that you can take back with you!

Making a real world sharing strategy for SharePoint, OneDrive & Teams

Drew Madelung

SharePoint 2013 now supports two workflow platforms. We will walk through using the two workflow platforms and how they are different. We will configure the SharePoint 2013 Workflow Manager and build a workflow that can run locally and in the Azure cloud seamlessly. Attendee Takeaways: 1. Understanding both of the SharePoint 2013 Workflow architectures. 2. Learn to setup and configure the SharePoint 2013 Workflow Manager. 3. Learn to build staged workflows and run them in the local or the Microsoft Azure cloud. http://www.sharepointfest.com/Chicago/agenda/283-wf103

WF 103 - Build scalable SharePoint 2013 Staged Workflows to run locally and i...

Brian Culver

SharePointFest 2013 Washington DC - WF 204 - Build scalable SharePoint 2013 S...

Brian Culver

• Is your organization using any Enterprise Content Management systems besides SharePoint? • Has your current ECM system been deprecated or require an expensive annual maintenance contract? • Does your firm already use Microsoft SharePoint as an intranet/collaboration portal? • Would you like to leverage the cutting edge ECM and taxonomy features in SharePoint 2010 or 2013? If so, it may be time to migrate your scanned and other transactional documents from your legacy ECM system to SharePoint, and take advantage of innovative ECM and taxonomy features available in this powerful platform. Top industry experts and influencers Joel Oleson and Tom Castiglia from Hershey Technologies will explain best practices to plan and implement a successful ECM content migration to Microsoft SharePoint. Join us on June 4th to learn about: • Using ECM and taxonomy related features in SharePoint 2010 and 2013 • Reasons to migrate content to SharePoint (as well as reasons not to migrate!) • Best practices for ECM architecture in SharePoint including security, taxonomy and governance • 14 specific tips for planning your migration from any ECM system to SharePoint

14 Tips for Planning ECM Content Migration to SharePoint

Joel Oleson

Going to the Cloud with Onedrive

Robert Crane

Deep Dive - OneDrive for business

Satish Nagpal : Open for New Opportunity

Level: 200 Track: IT Pro, Developer SharePoint 2013 has FAST search built into its core fabric. New site templates and web parts have been added to allow you to build search driven applications. Through these search web parts, we can cross site collection boundaries to surface information, improve navigation and create a seamless experience across the different sites, site collection and web application. We will also demonstrate how to use cross site publishing to leverage multiple content sources. We also discuss several approaches for publishing internet sites. Attendee Takeaways: 1. Understanding how to work with the Product Catalog site template in SharePoint 2013 2. Learn to setup and configure cross site publishing 3. Learn to add responsive design to your site

SharePoint Saturday Utah 2015 - SP2013 Search Driven Sites

Brian Culver

Office 365 has a huge offering to companies of all sizes. Each Office 365 offering can leverage Office 365 to create a public site. The template which Microsoft offers is not appealing and needs to be branded properly. In this session you will learn how to provision the public site, configure the DNS and other infrastructure components to make it available. You will also learn the process for branding the Office 365 site to leverage all the feature available from Office 365.

SharePoint Saturday Kansas 2015 - Building Killer Office365 Public Sites

Brian Culver

What's New in SharePoint 2016 for End Users Webinar with Intlock

Vlad Catrinescu

For DIRECT DOWNLOADS (pptx and pdf) - http://goo.gl/LhnVoy In this slide deck we discuss OneDrive for business tasks for Office 365 Admins such as Pr-provisioning OneDrive sites, IT admin set storage quota for onedrive sites, Control External Sharing using PowerShell, SYNC client commands for blocking end-user PCs not connected to safe domains, blocking file extensions and more.. For end-users, Sharing and Co-authoring scenarios, how SYNC file operation behaves between OneDrive for Business VS SYNCed folder, Audit reports to determine Sharing - Internal or External and SharePoint and OneDrive IPhone Apps! Presented by www.LearningSharePoint.com

OneDrive For Business - What's new for IT Administrators and End-users

Learning SharePoint

Join Joel Oleson (SharePoint MVP) and Karim Roumani (Founder, TruApps) in revealing some of the most useful and powerful SharePoint end user productivity tips and tricks of 2016 that will take you a step closer to being more amazing at SharePoint. Learn: •Search Secrets •File-Operation Tips and Keyboard Shortcuts •New Sharing Features •SharePoint Office 365 App Store Hidden Treasures •Moving and Copying Files in SharePoint •Working with Enterprise Document Templates •Forms for Document Mail Merge If you are a SharePoint or Office 365 administrator, don't let your end users miss out. Please forward this educational webinar to your end users.

SharePoint and Office 365 Power User Tips Tricks and Tools

Joel Oleson

SPSSAC - SharePoint 101

Theresa Lubelski

Are you a newly minted site owner and you want to know how to get started? Or did your company just roll out SharePoint and you want to learn more about what it can do? In this session, I will walk through what I believe Power Users need to know when they become site administrators, champions, ninjas, or owners. I will be going through things at an overview level. I will go into detail on some areas in which I have seen the biggest gaps while working with different companies. This session will go through such things as: • How security works and how you should manage it • Intro to libraries & lists • Managing content types and columns • Get better search driven content • Building a page with search driven web parts

Essentials for the SharePoint Power User - NACollabSummit

Drew Madelung

SharePoint Online (365) vs SharePoint On-Premises

Lior Zamir

Sharepoint

Naqash Ahmed

What's New with OneDrive for Business - SharePoint Fest Chicago

Drew Madelung

OneDrive for Business (OD4B) is a key workload in Office 365 and can be an integral part of your collaboration strategy. OD4B provides a cloud location to store, share, and sync your work files and then work with them from any device. Microsoft has spent a lot of effort to get a rock-solid solution including a well-oiled sync engine together. Whether you are looking to roll-out OneDrive for Business or are already are utilizing it, there are a lot of important things that you should know about administration. This session will go through things such as: • When to use it and when not to • Sync capabilities and restrictions • Overall limits, guidance, and best practices • Security capabilities from the user to the tenant • Reporting • What’s new for administration

OneDrive for Business for Administrators - SPS New York 2018

Drew Madelung

Tendances (20)

Webinar: The Slippery Slope of Migrating to SharePoint Online or On-Premise

What's new with OneDrive for Business - SharePoint Fest DC 2019

The Future of SharePoint - SharePoint 2016

Making a real world sharing strategy for SharePoint, OneDrive & Teams

WF 103 - Build scalable SharePoint 2013 Staged Workflows to run locally and i...

SharePointFest 2013 Washington DC - WF 204 - Build scalable SharePoint 2013 S...

14 Tips for Planning ECM Content Migration to SharePoint

Going to the Cloud with Onedrive

Deep Dive - OneDrive for business

SharePoint Saturday Utah 2015 - SP2013 Search Driven Sites

SharePoint Saturday Kansas 2015 - Building Killer Office365 Public Sites

What's New in SharePoint 2016 for End Users Webinar with Intlock

OneDrive For Business - What's new for IT Administrators and End-users

SharePoint and Office 365 Power User Tips Tricks and Tools

SPSSAC - SharePoint 101

Essentials for the SharePoint Power User - NACollabSummit

SharePoint Online (365) vs SharePoint On-Premises

Sharepoint

What's New with OneDrive for Business - SharePoint Fest Chicago

OneDrive for Business for Administrators - SPS New York 2018

Similaire à Build SharePoint Online Workflows and Customize Forms Using Nintex for Office 365

When planning a migration of SharePoint on-premises environment to Office 365, the first thing that comes to mind is organizations often focus mainly on their content - all the documents and items stored across their libraries and lists. Of course, why wouldn't they? It's the reason that they started using SharePoint anyways. But in many cases, the SharePoint environment that has been well adopted and his highly use will include some level of customizations to help meet specific business needs. These may include forms and workflows, scheduled timer jobs, custom look and feel, business logic to interface with other line of business solutions, to name a few. Join me as we take a look at ways to create a SharePoint Online environment that will provide a similar experience for your users. We will look are various technologies, including CSOM Scripting, Microsoft Flow, PowerApps, Forms, LogicApps, and Azure Functions.

Practical tips for migrating SharePoint Customizations to Office 365

Haniel Croitoru

This is the first presentantion of our Guest Expert series featuring SharePoint MVPs talking about workflows and process design in SharePoint. The presentation explains the limitations of SharePoint Designer in deploying workflow, when this tool is enough to model business processes and when you need to look for other solutions. AGENDA After watching this webinar you will learn how to: ✓ Improve processes with workflow logic ✓ Select the type of workflow which works the best for your process ✓ Use Visual Studio to create custom workflows for large-scale complex processes ✓ Choose SharePoint Designer, Visual Studio or 3rd party solutions depending on your needs SPEAKER Bjoern H. Rapp is Senior Software Engineer at Steria Norge, Microsoft SharePoint MVP, and the author of the book "Beginning SharePoint 2013 Workflows" . In his native Norway he is a leading figure of the local SharePoint community, organizing such events as SharePoint Saturday Oslo. Visit his blog: SharePointViking.com

Datapolis Guest Expert Presentation: Limitations of SharePoint Designer by Bj...

Datapolis

When planning a migration of SharePoint on-premises environment to Office 365, the first thing that comes to mind is organizations often focus mainly on their content - all the documents and items stored across their libraries and lists. Of course, why wouldn't they? It's the reason that they started using SharePoint anyways. But in many cases, the SharePoint environment that has been well adopted and his highly use will include some level of customizations to help meet specific business needs. These may include forms and workflows, scheduled timer jobs, custom look and feel, business logic to interface with other line of business solutions, to name a few. This presentation takes a look at ways to create a SharePoint Online environment that will provide a similar experience for your users. We will look are various technologies, including CSOM Scripting, Microsoft Flow, PowerApps, Forms, LogicApps, and Azure Functions.

Practical Tips for Migrating SharePoint Customizations to Office 365

Haniel Croitoru

Drew madelung sp designer workflows - sp-biz

Drew Madelung

SPTechCon Austin - The Slippery Slope of SharePoint Migrations

Jill Hannemann

Microsoft Ignite 2017 Conference Notes by Nick Hobbs

Nick Hobbs

The world around the Office Developer is changing. And for someone with a heavy SharePoint background, it can be somewhat scary to make the move to the cloud. But don't be scared, SharePoint Developer! Become an added-value Office Developer and contribute to maximize the productivity of your enterprise. The technology space around Productivity has evolved and it has never been that exciting. Your step into the Mobile-First, Cloud-First world will be mindblowing and you will want to stick around for a very long time! In this session, we will cover every aspect of the new Office 365 Developer paradigm and we will ensure that you can make yourself at home in such a new world. The technologies covered will span from being close to your existing stack (SharePoint Framework, JavaScript) to a set of technologies that are new and that will expand your possibilities (Office 365 Apps, Microsoft Graph, Azure, TypeScript) This very session will make sure that at the end you get those 3 key takeaways : - Understand your new role as an Office 365 Developer - Have a complete overview of the technology stack you need to master in the cloud - Change the way you will think for your next SharePoint & Office 365 project

aOS Canadian Tour - Quebec - From SharePoint to Office 365 Development

Sébastien Levert

aOS Canadian Tour - Ottawa - From SharePoint to Office 365 Development

Sébastien Levert

aOS Canadian Tour - Montreal - From SharePoint to Office 365 Development

Sébastien Levert

aOS Canadian Tour - Toronto - From SharePoint to Office 365 Development

Sébastien Levert

In this session, we will demonstrate how Nintex can streamline your time-consuming manual processes by creating desktop and mobile forms, and automated workflows in every department (HR, Operations, Finance, Sales, Marketing, IT) of your organization. Nintex is an intuitive, no-code, browser-based, drag-and-drop workflow/form environment that reduces the complexity and time involved in building and improving business processes. We will also look at how other companies are benefiting from Nintex by automating their business processes.

Introduction to Nintex - Building SharePoint/O365 Forms and Workflows

Netwoven Inc.

The world around the Office Developer is changing. And for someone with a heavy SharePoint background, it can be somewhat scary to make the move to the cloud. But don't be scared, SharePoint Developer! Become an added-value Office Developer and contribute to maximize the productivity of your enterprise. The technology space around Productivity has evolved and it has never been that exciting. Your step into the Mobile-First, Cloud-First world will be mindblowing and you will want to stick around for a very long time! In this session, we will cover every aspect of the new Office 365 Developer paradigm and we will ensure that you can make yourself at home in such a new world. The technologies covered will span from being close to your existing stack (SharePoint Framework, JavaScript) to a set of technologies that are new and that will expand your possibilities (Office 365 Apps, Microsoft Graph, Azure, TypeScript) This very session will make sure that at the end you get those 3 key takeaways : Understand your new role as an Office 365 Developer Have a complete overview of the technology stack you need to master in the cloud Change the way you will think for your next SharePoint & Office 365 project

SharePoint Fest DC 2018 - From SharePoint to Office 365 Development

Sébastien Levert

The world around the Office Developer is changing. And for someone with a heavy SharePoint background, it can be somewhat scary to make the move to the cloud. But don't be scared, SharePoint Developer! Become an added-value Office Developer and contribute to maximizing the productivity of your enterprise. The technology space around Productivity has evolved and it has never been that exciting. Your step into the Mobile-First, Cloud-First world will be mindblowing and you will want to stick around for a very long time! In this session, we will cover every aspect of the new Office 365 Developer paradigm and we will ensure that you can make yourself at home in such a new world. The technologies covered will span from being close to your existing stack (SharePoint Framework, JavaScript) to a set of technologies that are new and that will expand your possibilities (Office 365 Apps, Microsoft Graph, Azure, TypeScript) This very session will make sure that at the end you get those 3 key takeaways : • Understand your new role as an Office 365 Developer • Have a complete overview of the technology stack you need to master in the cloud • Change the way you will think for your next SharePoint & Office 365 project

SharePoint Fest Seattle 2018 - From SharePoint to Office 365 Development

Sébastien Levert

Microsoft Flow and Dynamics 365 - Jukka Niiranen at CRM Saturday Oslo, 2017-0...

Jukka Niiranen

No, it’s not just a halfway-decent Star Wars movie—it’s a real use case in Office 365. Learn how to easily “clone” SharePoint sites and create flexible, reusable site templates in Office 365, using tools provided by Microsoft’s official Patterns and Practices community. This deck covers simple template creation and application with PowerShell, plus more advanced scenarios like provider-hosted site collection provisioning using the Add-In Model.

O365: Attack of the Clones

Christopher Johnson

A SharePoint project is just like any other software project. When creating real business SharePoint customization projects, you should carefully consider the Application Lifecycle Management (ALM). In this session you will learn what ALM is, and how ALM impacts on SharePoint projects, regardless they are SharePoint Solutions or SharePoint Apps. The session will discuss topics about gathering requirements, defining architectures, writing code, testing, releasing, and maintaining SharePoint projects. The speaker will share with you what he learned in about 12 years of real experience in creating and managing SharePoint projects.

Lifecycle Management with SharePoint Apps and Solutions

SPC Adriatics

One101 double the trouble double the fun_ migrating to one_drive and sharepoi...

Craig Jahnke

ESPC Webinar - From SharePoint to Office 365 Development

Sébastien Levert

SharePoint Saturday Calgary 2017 - From SharePoint to Office 365 Development

Sébastien Levert

Product roadmap nuxeo tour 2014

Nuxeo

Similaire à Build SharePoint Online Workflows and Customize Forms Using Nintex for Office 365 (20)