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How to: Leverage basic Nintex Workflow Cloud (NWC) to build a registration/Survey solution

Blog Post created by sandy_s on Feb 26, 2018

What is Nintex Workflow Cloud (NWC)?



It’s a state-of-the-art cloud workflow capability that lets you easily extend and connect your forms, applications, content, and systems of record, with the people who make the decisions your business relies upon to succeed

Nintex Workflow Cloud empowers anyone in your organization to unlock the transformational business benefits of humancentric workflow automation.

 

Why Nintex Workflow Cloud?

Four main key factors that determine why should be used NWC:

  • EASY

    Hit the ground running fast with a cloud-based solution that removes 
    upfront setup and costs. 

    Drag-and-drop to design and build workflows the way you think – in a few

clicks, not code.

       Connect structured and unstructured content sources, from legacy systems to modern SaaS apps.

  • HUMAN-CENTRIC

    Empower the people closest to lines of business to automate the processes

that are your business.

         Bring the right content, at the right time, to the right people. Share the workflow innovations your people create, to benefit your entire business.

  • INTELLIGENT

    Measure the business impact of your workflows, immediately and in the future.

    Make data-driven decisions that identify the best opportunities for business impact.

    Benefit from the virtuous cycle: the more you automate, the more you learn, enabling you to automate more.


  • VENDOR NEUTRAL

    Nintex Workflow cloud is completely vendor neutral. Nintex was essentially tied to SharePoint Infrastructure both for On-Premises and SharePoint Online. However, with every increasing service such as Google Drive, Box, Salesforce, Zendesk etc. Nintex has made their own Nintex cloud Infrastructure and all the services including SharePoint can be connected.

 

 

How to use Nintex Workflow Cloud?


There are many business scenarios where you can leverage. In a sample scenario, you make an Online Registration Form and users can fill their details. Users may not in SharePoint Online or SharePoint On-Premises account and your form will be ANONYMOUS.

These are the steps:

 

  1. Request a Nintex Workflow Cloud.
    You can request a Nintex Workflow Cloud by clicking here.

  2. Nintex Workflow Cloud Dashboard

    Once you have logged into Nintex Workflow cloud, you can view all your workflows.
    When you start with NWC, you may not have any workflows in the Dashboard.



  3.  Brief Overview of Nintex Workflow Cloud Configurations

     In Connections option, you can add multiple services. For an instance, you can add an “Add Link” to connect OneDrive for business. 



    User Management: You can add users and assign specific roles such as Administrator, Designer, Participant, and Developer.


    Default Storage: Once you have configured One Drive for business and you can navigate to each folder within your service as shown:




    Connector availability: You can configure the availability on this page:




  4. Create Workflow

     Create a new workflow for “Event Registration” by clicking on the “Create Workflow” button:


  5. Workflow Designer


    You are presented with two Workflow Actions
    Start event and Workflow complete.  

  6. Configure Start Event 

    On Connection drop-down, select Nintex and for the event select Form as shown





    The Nintex form will be available both web and also on mobile.   


  7. Design the Form 

     
    In above step, click on Design Form. You will be presented with plain Nintex form. You can drag-drop the control from the left panel such as Date/time, Email, File upload, Short text etc.   

    You can specify your own styles and Rules which are very similar in SharePoint Online.



    Nintex Workflow Cloud forms are responsive. You simply drag and drop form controls as shown:


    Each control is associated with a variable. For e.g. Name control is associated with name variable. You can turn off the “Auto Generate” option.    


    Click on the Done button.

    You can view all variables and their associated data type in our event registration form. 



    Click on Save button on the top left of the Nintex Form and give a meaningful description. You can also add users who can use this form and workflow.



  8. Design the Nintex Workflow 

    As it’s a basic workflow, you drag and drop two simple actions.
    Express Approval and Send Email.



    Right click on Express Approval and select Configure Option.
    In message box, you choose variables that you have defined in Nintex Form in previous steps





    and our name is captured from a variable. 



    Configure the similar actions.

  9. Publish the Form 

    Next, choose the environment and publish the form.




  10. Use the Form and Workflow 

    Now, our form is ready. You can use this form in your any website and put a code snippet any blog as shown:

 

There are a couple of excellent resources that you can access the references links below.

 

References 

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