|Part 1 - Overview||Part 2 - Installing Nintex||Part 3 - Building Your First Workflow||Part 4 - Building a Form||Part 5 - Additional Resources|
This short tutorial demonstrates how to create a SharePoint list for a leave request in Nintex Workflow 2013 or 2016. Once that list has been created, a workflow or a form can be attached to the list.
Navigate to the site in which the list will be created. From the Settings Icon, select Add an App.
Click Custom List. In the Name section, enter a title and click Create.
Click the new Leave Request list. In the List ribbon, click Create Column.
In the Column Name field, type “Leave Type” and select Choice.
In the Type each choice on a separate line field, enter the types of leave.
Select Drop-Down Menu. Click Ok.
Now you can create the remaining columns for dates and description:
The columns should appear as below. A Nintex workflow or form can now be attached to this list.
A leave request is a simple business process that Nintex Workflow can automate to enable employees to apply for time off work. Once this workflow has been created and an employee uses it to submit a leave request, the workflow acknowledges receipt, sends a request for approval to the user’s manager and acts on the manager’s decision.
Now that you have your SharePoint list created, we can begin designing the workflow itself. Open the SharePoint list that you want to attach the workflow to.
1. In the List ribbon, select Workflow Settings and click on Create a Workflow in Nintex Workflow.
2. Select the Blank template and click Create.
In the email body text box, type the following message. "Your leave request has been received and forwarded to Manager's Display Name for review". Note: Use the Insert Reference icon to locate the Manager's Display Name value in the Common tab, to compose the message as below.
Use the Request Approval workflow action to inform the selected person of the leave request.
The next step is to configure a Send Notification action to inform the initiator of a rejected leave request.
Now we can also add a Send Notification action to inform the HR Manager that leave has been approved for the employee.
Note: Use the Insert Reference icon to locate the message elements in bold above. The values are in the Item Properties tab.
Instead of configuring the Send Notification action from scratch, we can copy the Send Notification action from the left side of the Request Approval branch to the right side and then update the action to inform the initiator their leave request has been approved.
Were you able to create your Leave Request list?
Were you able to access the Nintex Workflow Designer?
Were you able to publish your workflow?
|Previous Step||Next Step|
|Nintex for SharePoint - Part 2 - Installing Nintex||Nintex for SharePoint - Part 4 - Building a Form|