Nintex Automation Cloud Advanced Training Course Overview

Nintex Automation Cloud Advanced Training Course Overview

The Nintex Automation Cloud Advanced Training course is designed to deepen learners' understanding of the Nintex Automation Cloud, enabling them to harness advanced features and concepts to create more sophisticated and efficient workflows. Through ten comprehensive modules, participants will explore a variety of topics from conditional branching actions and loop configurations to advanced form features and document generation.

Learners will gain practical experience with branching actions to manage complex decision-making processes, understand looping and flow actions to handle repetitive tasks, and manipulate collection operations for data handling. The course also covers start events to trigger workflows, the customization of forms using CSS and plugins, and techniques for establishing connections with external data sources.

By learning to effectively use the Nintex Gallery, paged forms, and other advanced form elements, participants will be able to create more dynamic user experiences. The course also emphasizes best practices in workflow management and monitoring, ensuring that learners can maintain and oversee their automated processes with ease. This training is essential for professionals seeking to optimize their business processes and maximize the potential of Nintex Automation Cloud solutions.

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  • Live Training (Duration : 32 Hours)
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♱ Excluding VAT/GST

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Course Prerequisites

Certainly! If you are considering enrolling in the Nintex Automation Cloud Advanced Training course, it's important to have a foundational understanding and experience to ensure you can grasp the advanced concepts that will be taught. Here are the minimum required prerequisites:


  • Basic knowledge of workflow concepts and terminology.
  • Familiarity with the Nintex Automation Cloud platform and its core features.
  • Experience in designing and building workflows using Nintex Workflow Cloud.
  • An understanding of conditional logic in the context of workflow automation.
  • Comfort with basic data operations such as creating and managing variables and collections.
  • Familiarity with form design basics, especially within the Nintex environment.
  • Basic understanding of how to integrate external data and systems with workflows.
  • An introductory level of understanding of HTML and CSS is beneficial for the Form CSS and Plugins module.

These prerequisites are designed to ensure that participants can effectively engage with the course material and apply the advanced features of Nintex Automation Cloud in their workflow automation projects.


Target Audience for Nintex Automation Cloud Advanced Training

The Nintex Automation Cloud Advanced Training is designed for IT professionals seeking to master workflow automation and process improvement.


  • Process Automation Specialists
  • Workflow Developers
  • Business Analysts
  • IT Project Managers
  • SharePoint and Office 365 Administrators
  • Systems Integrators
  • Solution Architects
  • IT Professionals with a focus on business process management (BPM)
  • Technical Support Engineers who troubleshoot Nintex solutions
  • Quality Assurance Engineers involved in automated testing of workflows
  • Business Professionals interested in automating business processes within their domain


Learning Objectives - What you will Learn in this Nintex Automation Cloud Advanced Training?

Brief Introduction to Course Learning Outcomes and Concepts Covered:

Through the Nintex Automation Cloud Advanced Training course, participants will master complex workflow automation, form customization, and process enhancement within the Nintex environment.

Learning Objectives and Outcomes:

  • Understand advanced features in Nintex Automation Cloud to create sophisticated automation solutions.
  • Implement branching actions, including condition-based, value-based, and stage-based decision-making within workflows.
  • Utilize loop and flow actions to enable repetitive processing and complex flow control.
  • Perform collection operations, such as manipulating lists and arrays within workflows.
  • Configure start events to trigger workflows based on schedules, events, or as a component of other workflows.
  • Design advanced forms with paged configurations, repeating sections, and custom formulas for data validation and manipulation.
  • Apply custom CSS to forms and incorporate plugins to enhance form functionality and user experience.
  • Establish and manage connections to various data sources and external services, facilitating seamless data integration.
  • Generate complex documents dynamically, incorporating repeating data and creating multiple documents from a single workflow.
  • Monitor and manage workflows effectively, including setting permissions, tracking progress, and auditing workflow execution.

These objectives equip students with the proficiency to optimize business processes and drive efficiency using the powerful tools available in the Nintex Automation Cloud platform.

Technical Topic Explanation

Paged forms

Paged forms are multi-step digital forms where information is collected through various pages or sections. This method breaks down a long form into manageable parts, enhancing user experience by not overwhelming them with too much information at once. Each page typically focuses on a specific category of questions, thereby organizing the data collection process and keeping the user engaged. Paged forms are essential in applications where detailed or extensive information is required from users, improving both the accuracy of data provided and the completion rates of forms.

Workflow management and monitoring

Workflow management involves the organization and coordination of steps in a process, such as in an office or manufacturing environment, to improve efficiency and output. Monitoring these workflows ensures each step is completed correctly and efficiently, identifying bottlenecks or issues as they arise. Tools like Nintex Automation help automate these workflows by allowing users to create, manage, and optimize them through digital platforms, which can significantly enhance productivity across various operational tasks. Additionally, the Nintex Automation Cloud extends these capabilities, enabling users to integrate and manage workflows across multiple online environments seamlessly.

Nintex Gallery

The Nintex Gallery is a feature within the Nintex Workflow Automation platform that serves as a centralized hub for users to share and discover pre-built workflows and forms. This gallery enables professionals to easily access a variety of templates that can be used and customized for different business processes, enhancing efficiency and collaboration. By leveraging the shared knowledge and proven solutions in the Nintex Gallery, users can accelerate the development and deployment of automation solutions in their organizations, ensuring they maximize the benefits of the Nintex Automation Cloud.

Branching actions

Conditional branching actions in workflow automation, such as those used in tools like Nintex Workflow Automation, allow decision-based routing of processes. This means during a workflow, based on specific conditions or rules, tasks can be directed differently. For example, in a Nintex Automation Cloud setup, if an invoice amount exceeds a certain value, the workflow could branch to a different series of actions for additional approvals, rather than following the standard path. This flexibility enhances process efficiency by ensuring relevant steps are triggered based on the data and circumstances unique to each case.

Loop configurations

Loop configurations in technology refer to the setup of network or software systems where devices or processes are interconnected in a circular sequence. This setup allows continuous data flow, enabling redundancy, enhancing reliability, and facilitating automated workflows for improved efficiency and error handling. In networks, this might be seen in ring topologies where each node connects to two others, forming a loop. In software like workflow automation, loop configurations automate repetitive tasks, dynamically adjusting to workload changes to streamline operations efficiently. Loop configurations are crucial in systems requiring high availability and fault tolerance.

Advanced form features

Advanced form features enhance how forms are used and interacted with in business processes. These features enable complex validations, dynamic field adjustments based on user inputs, and integration with databases or external data sources. They also support automated workflows, like routing form data for approvals or updates seamlessly. Such capabilities particularly integrate well with tools like Nintex, which offers solutions like Nintex Workflow Automation and Nintex Automation Cloud, streamlining how forms trigger and manage automated processes across various platforms, making it easier for businesses to implement complex form-based operations efficiently without manual intervention.

Document generation

Document generation is a process where software automatically creates documents based on pre-defined templates and dynamic data inputs. Often integrated into workflow automation systems, such as Nintex Workflow Automation and Nintex Automation Cloud, this technology streamlines the creation of consistent, error-free documents such as contracts, reports, and forms by pulling relevant data from various sources. This automation greatly improves efficiency by reducing manual tasks and ensures compliance with business rules and standards, making it valuable across multiple business applications and industries.

Looping and flow actions

Looping and flow actions are fundamental concepts in programming and workflow automation, such as seen in Nintex Workflow Automation. Looping allows a set of instructions to be repeated until a specific condition is met. This is useful for repeating tasks without manual intervention. Flow actions direct how an application or workflow should proceed, based on given conditions, effectively determining the behavior based on logical decisions. Together, they automate complex processes, making workflows more efficient by reducing repetitive manual tasks and improving the consistency of the outcomes. These tools are crucial in Nintex Automation, especially in Nintex Automation Cloud environments.

Collection operations

Collection operations in programming involve managing groups of items, such as arrays, lists, or sets. These operations enable you to manipulate these groups efficiently, performing tasks like adding, removing, or sorting items. Collection operations simplify data handling by providing ready-to-use methods to process multiple items collectively, improving the readability and maintainability of code. This is crucial in data-intensive applications where operations on large sets of data are common, allowing for clean and efficient code management. Through these operations, developers can significantly optimize performance and resource usage in software development.

Start events

Start events in workflow automation, such as with Nintex Workflow Automation, are triggers that initiate a process or workflow. They can be set off by various actions like the arrival of an email, a scheduled time, or changes to data. In the context of Nintex Automation Cloud, a start event determines how and when cloud-hosted workflows begin, streamlining operations by automatically handling tasks based on specific conditions. This function is crucial in improving efficiency and responsiveness in business processes, allowing for real-time data processing and decision-making.

Branching actions

Branching actions in workflow automation, such as those in Nintex workflow automation, are decision points that direct the flow of processes based on specified conditions. When a condition is met, the workflow branches out, allowing different sequences of actions or tasks to be executed. This method is crucial for creating dynamic and flexible workflows that can adapt to varying inputs or situations, enhancing efficiency and enabling complex decision-making processes within systems like Nintex Automation Cloud.

Target Audience for Nintex Automation Cloud Advanced Training

The Nintex Automation Cloud Advanced Training is designed for IT professionals seeking to master workflow automation and process improvement.


  • Process Automation Specialists
  • Workflow Developers
  • Business Analysts
  • IT Project Managers
  • SharePoint and Office 365 Administrators
  • Systems Integrators
  • Solution Architects
  • IT Professionals with a focus on business process management (BPM)
  • Technical Support Engineers who troubleshoot Nintex solutions
  • Quality Assurance Engineers involved in automated testing of workflows
  • Business Professionals interested in automating business processes within their domain


Learning Objectives - What you will Learn in this Nintex Automation Cloud Advanced Training?

Brief Introduction to Course Learning Outcomes and Concepts Covered:

Through the Nintex Automation Cloud Advanced Training course, participants will master complex workflow automation, form customization, and process enhancement within the Nintex environment.

Learning Objectives and Outcomes:

  • Understand advanced features in Nintex Automation Cloud to create sophisticated automation solutions.
  • Implement branching actions, including condition-based, value-based, and stage-based decision-making within workflows.
  • Utilize loop and flow actions to enable repetitive processing and complex flow control.
  • Perform collection operations, such as manipulating lists and arrays within workflows.
  • Configure start events to trigger workflows based on schedules, events, or as a component of other workflows.
  • Design advanced forms with paged configurations, repeating sections, and custom formulas for data validation and manipulation.
  • Apply custom CSS to forms and incorporate plugins to enhance form functionality and user experience.
  • Establish and manage connections to various data sources and external services, facilitating seamless data integration.
  • Generate complex documents dynamically, incorporating repeating data and creating multiple documents from a single workflow.
  • Monitor and manage workflows effectively, including setting permissions, tracking progress, and auditing workflow execution.

These objectives equip students with the proficiency to optimize business processes and drive efficiency using the powerful tools available in the Nintex Automation Cloud platform.