|Part 1 - Overview||Part 2 - Installing the Apps||Part 3 - Building Your First Workflow||Part 4 - Working With Forms||Part 5 - Additional Resources|
For more information, see Understanding permission levels in SharePoint.
Now that you know what permissions users need to build and use workflows, let's get a feel for how to access the Nintex Workflow Designer, and see exactly how easy it is to build your first workflow.
The first workflow action you use is the Assign a task action. In an approval workflow, this action assigns the document to a selected user/approver (usually a manager) for review. You find Assign a task action in the User Interaction workflow action category.
In the example above, we assigned MOD Administrator the task.
You can configure the task so that if the recipient of the task (MOD Administrator) doesn't respond within a week, the workflow escalates the task to a different person.
Note: You might decide to auto-complete the task instead. Select Auto-complete the task, specify when to auto-complete, and select an outcome.
To change the default email message, open the Initial email options section.
You can use two Send an email actions to send an email to the initiator notifying them whether their document has been approved or not.
Now that you've completed the workflow, you should automate the start of the workflow and publish it.
The workflow runs.
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|Nintex for Office 365 - Part 2 - Installing the Apps||Nintex for Office 365 - Part 4 - Working With Forms|