This beginner-level tutorial guides you through building a simple "Hello World" application using Nintex Automation K2 for SharePoint, teaching you the basics of workflow creation, data management, and reporting. By the end of this tutorial, you’ll have a functional application demonstrating how workflows can automate tasks and interact with SharePoint data.
Step-by-step instructions
Step 1: Confirm the SharePoint app is active
In this step, you will confirm that the Nintex Automation K2 app is active in your SharePoint subsite collection and create a list to use as the data source for your application.
Step 2: Create application elements
In this step, you will add elements to your list that will serve as the data source for your application.
Step 3: Build the Hello World workflow
In this step, you will begin building the Hello World Workflow by adding a set folio step, a task step, and a decision step.
Step 4: Add system tasks
In this step, you complete the workflow build by adding two system tasks and an end step.
Step 5: Deploy the workflow
In this step, you'll deploy the workflow to the server, making it ready for use.
Step 6: Test the application
In this step, you will test the Hello World application by adding three new items to the Hello World list, each triggering a new workflow instance.
Step 7: Run application reports
In this step, you will run reports on the Hello World application, exploring workflow instance data to analyze application performance.
Step 9: Update the application
In this step, you will update the Hello World application by adding a new column to the Hello World list, modifying the workflow to set the current date, and adding a Send Email step to notify the originator if their list item is deleted.
Step 10: Test the updated workflow
In this final step, you will add two new items to the Hello World list, respond to the first greeting, and select "Ignore" for the second greeting to validate the updated workflow.
Conclusion
Congratulations! You’ve successfully built and tested a "Hello World" application using Nintex Automation K2 for SharePoint. This tutorial introduced you to workflow basics and reporting features, setting the foundation for more advanced automation projects.
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