How to create a nintex site workflow in sharepoint 2013

Last Updated: May 8, 2021 | Author: dustin-hu

How do I create a Nintex Workflow in SharePoint 2013?

  1. Open the Tasks List app and click the List tab. Select Workflow Settings and click on Create a Workflow with.
  2. In the Task Name field, enter “Test” and click Save.
  3. Nintex Workflow 2013 Creating a basic Nintex Workflow.

How do I create a Nintex Workflow?

Create a site workflow
  1. Go to the site, click Settings, select Site Contents, and then click Nintex Workflow for Office 365. The Workflows page opens.
  2. Click Create Site Workflow. The Designer page opens to design your workflow.

How do I create a Nintex Workflow in SharePoint 2016?

Step 2: Open Nintex for SharePoint
  1. On the same page where you added columns for your list, click the List tab from the ribbon.
  2. Click the drop-down arrow in Workflow Settings and then select Create a Workflow in Nintex Workflow. The workflow designer canvas appears.

How do I add a Nintex Workflow to SharePoint?

Install NINTEX Workflow in SharePoint 2013 Online
  1. Navigate to the Office 365 site (microsoftonline).
  2. Click on the Settings icon and then click on Add an app.
  3. Click on SharePoint Store in the left navigation.
  4. Click on Nintex Workflow for Office 365 app.
  5. Click on ADD IT.
  6. Click on Trust It.
  7. Adding the Nintex Workflow for Office 365.
  8. Nintex Workflow is added successfully.

What are the 3 basic components of workflow?

Each workflow component or step may be described by three parameters: input, transformation, and output.

What are three types of SharePoint workflows?

There are five commonly used Workflows that can be set up within SharePoint: Approval Workflows, Status Workflows, Notification Workflows, Automation Workflows, and Custom Workflows.

How do I create a workflow approval in SharePoint?

How do you create a workflow?

Steps to Create a Workflow Online:
  1. Identify your resources.
  2. List out the tasks that should be accomplished.
  3. Find out who is accountable for each step and assign roles.
  4. Create a workflow diagram to visualize the process.
  5. Test the workflow you created.
  6. Train your team on the new workflow.
  7. Deploy the new workflow.

Can you create a workflow without SharePoint designer?

Yes, you can always create a workflow without having SharePoint designer. As per your requirement, you will need SharePoint designer to build your workflow. Or, You can create a custom solution using Visual Studio, answers to this will help you.

How do I create a document approval workflow in SharePoint 2013?

Click on workflow settings. Select the Workflow association type as “Document”. Click on Add a workflow. Select the approval workflow then provide the name for the workflow, “Approval Status”.

How do I enable workflow in SharePoint 2013?

  1. Enable “Workflow 2013 Task” Content Type on Workflow Task list associated with the workflow.
  2. Activate the web scoped feature “Workflows can use app permissions”
  3. Enable permission for the workflow to access the content on the SharePoint.

How do you create a workflow in 2013?

Select “Workflows” on the left navigation pane. Then click on “List workflow” and select your list. Here you should add a new SharePoint Designer 2013 workflow to the list, enter its name and add a description. Now you can move on to building your SharePoint 2013 workflow.

How do I edit an existing workflow in SharePoint Designer 2013?

3 Answers. You need to open the workflow itself in SharePoint Designer and you will find a Forms (A list of the forms used by this workflow) section. There you will find the Task form. Open that form in info-path and modify and save.

What is workflow in SharePoint Designer 2013?

Now that the workflow is created, you can add Actions, Conditions, Stages, Steps, and Loops to build your workflow. These workflow components are available in the ribbon of SharePoint Designer 2013, as shown in the figure. Figure: Workflow items for the SharePoint Workflow platform.

How do I view a workflow in SharePoint 2013?

View the workflow status

Point to the document or item that is involved in the workflow, click the arrow that appears, and then click Workflows. Under Running Workflows, click the name of the workflow for which you want to view the status. On the Workflow Status page, view the information about the workflow.

How do I use SharePoint 2013?

How do I install SharePoint 2013?

On the SharePoint Server 2013 Start page, click Install SharePoint Server. On the Enter Your Product Key page, enter your product key, and then click Continue. On the Read the Microsoft Software License Terms page, review the terms, select the I accept the terms of this agreement check box, and then click Continue.

What is the difference between OneDrive and SharePoint?

OneDrive is an online document/file storage platform. It’s typically used by individuals and business teams who need a central location to store and access files. SharePoint is a collaboration tool for businesses that need multiple individuals and teams to work on documents and products at the same time.

Is SharePoint hard to learn?

Just as a user–It is not hard to learn user-level basics (uploading files, accessing files, searching for things via tags, etc.), but there are a LOT of extra things you can do with it that does take some time to learn but it is not difficult. SharePoint is the easiest collaboration tool one can have.

Related Articles