Nintex Process Automation Essentials Course Overview

Nintex Process Automation Essentials Course Overview

The Nintex Workflow 2010/2013/2016 course is a comprehensive Nintex training program designed to teach learners how to automate business processes in SharePoint using Nintex Workflow. This course covers everything from the basics of workflow concepts to advanced features like State machine workflows and Integration with enterprise systems. Participants will gain a solid understanding of the Nintex Workflow platform and learn how to install, configure, and utilize its powerful features effectively.

Starting with an introduction to Nintex Workflow, the course progresses through installation, getting started with Workflow design, creating rich and advanced workflows, managing state machines, improving user interfaces, and leveraging User-defined actions and Site workflows. Additionally, it delves into further workflow actions that are crucial for complex process automation. By the end of the Nintex Workflow training, learners will be equipped with the skills to enhance business efficiency and productivity through automated workflows.

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  • Live Training (Duration : 24 Hours)
  • Per Participant

♱ Excluding VAT/GST

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Course Prerequisites

Prerequisites for Nintex Workflow 2010/2013/2016 Course:


  • Basic understanding of SharePoint functionalities and navigation.
  • Familiarity with the concepts of workflows and their application in business processes.
  • An operational knowledge of Microsoft SharePoint 2010/2013/2016 depending on the version of Nintex Workflow you wish to learn.
  • Experience with SharePoint site administration tasks such as creating lists, libraries, and content types would be beneficial.
  • Basic computer literacy and proficiency in using Microsoft Office applications, particularly Word and Excel.
  • It is helpful to have some understanding of business process management and automation concepts.
  • No advanced technical skills or programming knowledge is required, making this course accessible to those with a general IT background.

Note: The above prerequisites are designed to ensure that participants can fully engage with the course content and participate effectively in the hands-on lab exercises. However, individuals with a willingness to learn and enthusiasm for improving business processes through automation are encouraged to join and expand their skill set.


Target Audience for Nintex Workflow 2010/2013/2016

The Nintex Workflow course equips participants with skills to automate business processes in SharePoint environments.


  • SharePoint Administrators
  • Workflow Developers
  • Business Process Managers
  • IT Professionals involved in SharePoint management
  • Business Analysts looking to improve process efficiency
  • Systems Integrators
  • SharePoint Consultants
  • Technical Project Managers
  • Power Users involved in SharePoint site management


Learning Objectives - What you will Learn in this Nintex Workflow 2010/2013/2016?

Introduction to Learning Outcomes:

This Nintex Workflow course equips participants with the skills to automate business processes within SharePoint, using Nintex's intuitive workflow designer and powerful features.

Learning Objectives and Outcomes:

  • Understand the role and capabilities of Nintex Workflow in automating SharePoint processes.
  • Install and configure Nintex Workflow, ensuring proper setup and integration with SharePoint.
  • Activate Nintex Workflow features and navigate the workflow designer to create custom workflows.
  • Manage workflows effectively, including the use of templates and site-level settings.
  • Design complex workflows using conditions, variables, error handling, and advanced actions.
  • Develop state machine workflows to handle complex branching and state transitions.
  • Enhance user experience by utilizing Nintex's user interface features for efficient workflow management.
  • Create User Defined Actions (UDAs) to encapsulate business logic without coding.
  • Develop site workflows, schedule workflows, and create reusable workflows for efficiency.
  • Expand workflow functionality with advanced actions for data management, CRM integration, and document handling.

Technical Topic Explanation

User-defined actions

User-defined actions in the context of Nintex Workflow allow professionals to create custom, reusable workflow tasks tailored to specific business needs. This feature enables you to design personalized actions beyond the pre-configured options available in Nintex, enhancing efficiency and flexibility in automating processes. By leveraging user-defined actions, you can streamline complex workflows, ensuring consistent execution and easier maintenance. Gaining expertise through Nintex training and achieving Nintex certification can significantly enhance your ability to implement these customized solutions effectively.

Site workflows

Site workflows are automated processes designed within SharePoint, using tools like Nintex Workflow, to streamline and automate complex business tasks across a site collection. Unlike list workflows that are tied to specific items in a list or library, site workflows are independent and can manage processes at the site level, such as site maintenance tasks or bulk data operations. Nintex offers robust training and certification programs to enhance skills in creating and managing these workflows, improving operational efficiency and user engagement across SharePoint environments.

Nintex Workflow

Nintex Workflow is a software tool designed to help organizations automate their business processes. It simplifies the creation of workflows, which are automated sequences of actions and tasks that occur based on specific rules and triggers. With drag-and-drop functionality, users can easily design and implement processes without needing advanced programming skills. Nintex Workflow training can enhance your ability to efficiently set up workflows, while Nintex certification establishes your expertise in using the platform, helping to improve operational efficiencies and decision-making processes within your organization.

State machine workflows

State machine workflows are a type of workflow design that mimics a finite state machine system. In this setup, the workflow exists in one of a finite number of states at any given time, transitioning from one state to another based on triggers, or inputs, that dictate the change. These workflows are useful for processes that require clear, defined stages, and decision points that guide the flow of the process depending on different conditions. State machine workflows are well-suited for modeling complex decision logic and managing various states of a business process efficiently.

Integration with enterprise systems

Integration with enterprise systems involves combining different business technologies and software applications to function as a cohesive unit. This practice allows for seamless data exchange and process management among software tools used within a company. Effective integration optimizes workflow, improves data accuracy, and enhances overall productivity. It can involve linking systems such as CRM (Customer Relationship Management), ERP (Enterprise Resource Planning), and various department-specific applications to create a unified platform for information and operations management, thereby supporting better decision-making and streamlined business processes.

Workflow design

Workflow design is the process of outlining and implementing the steps necessary for completing specific tasks within a business. It involves mapping out each task's journey from start to finish to streamline operations and enhance efficiency. Workflow design can be significantly optimized using tools like Nintex, which offers robust workflow solutions. Professionals seeking to master workflow design can benefit from Nintex training and obtaining Nintex certification, which equips them with the skills to automate processes effectively using the Nintex Workflow platform.

Target Audience for Nintex Workflow 2010/2013/2016

The Nintex Workflow course equips participants with skills to automate business processes in SharePoint environments.


  • SharePoint Administrators
  • Workflow Developers
  • Business Process Managers
  • IT Professionals involved in SharePoint management
  • Business Analysts looking to improve process efficiency
  • Systems Integrators
  • SharePoint Consultants
  • Technical Project Managers
  • Power Users involved in SharePoint site management


Learning Objectives - What you will Learn in this Nintex Workflow 2010/2013/2016?

Introduction to Learning Outcomes:

This Nintex Workflow course equips participants with the skills to automate business processes within SharePoint, using Nintex's intuitive workflow designer and powerful features.

Learning Objectives and Outcomes:

  • Understand the role and capabilities of Nintex Workflow in automating SharePoint processes.
  • Install and configure Nintex Workflow, ensuring proper setup and integration with SharePoint.
  • Activate Nintex Workflow features and navigate the workflow designer to create custom workflows.
  • Manage workflows effectively, including the use of templates and site-level settings.
  • Design complex workflows using conditions, variables, error handling, and advanced actions.
  • Develop state machine workflows to handle complex branching and state transitions.
  • Enhance user experience by utilizing Nintex's user interface features for efficient workflow management.
  • Create User Defined Actions (UDAs) to encapsulate business logic without coding.
  • Develop site workflows, schedule workflows, and create reusable workflows for efficiency.
  • Expand workflow functionality with advanced actions for data management, CRM integration, and document handling.