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NintexWorkflow for Everyone
Saman Coliaie | SharePoint Consultant
Moving something
from one state
to another
o Telling someone to do Something
o Or Doing Action by System
Sequential Workflow
DeterminePMProposal AssignPMPMO review
BusinessUnit
review
End
State Machine Workflow
The Foundation of theOptimized
Enterprise
People/Culture
• Defines the company
• Degree of change
Balanced
Knowledge
Solution
T P
C
Process/Work
• How andWhy
• Repeatable / Sustainable
Technology/Tools
• Enables
• Tools
StructuredAdHoc
Full Power of .NET, WF, etc.
Significant complexity,
development time
Wizard-based rapid design
Limited feature set/ sophistication
Very limited use cases
Only available with SP
StructuredAdHoc
Full Power of .NET, WF, etc.
Significant complexity,
development time
Wizard-based rapid design
Limited feature set/ sophistication
Very limited use cases
Only available with SP
Visual design
Wide degree of sophistication
Rapid development time
Lists and
Libraries
• Approval
• Collect Feedback
• Collect Signatures
• Disposition
Approval
Lists
• Three State*
• Translation
Management
Create Reusable
Workflows
Import/E
xport to
Visio
New Workflow
Designer Wizard
SPD +
Visio
Workflow
.NET
Workflows
Custom
.NET Action
for SPD
Design within SharePoint
Drag-and-drop
Configure and draw at
the same time
No desktop installs
No extra purchase
Minimized clicks
Guided design
Unified dialog boxes
Single ribbon
LazyApproval
Roll-up task Inbox
Roll-up workflow status
Workflow progress
Outlook task interop
Performance statistics
Step-by-step profiing
User workloads
Audit completions,
cancellations
Status updates
Declarative activities
Calling workflows like
subroutines
Templates
Versioning of workflow
designs
Control access to
designer
Control access to
individual activities
Enforce review of
changes
Staged deployments
Custom roles
Custom context
placeholders
Loops
ForEach Iterations
State Machines
Switches
Conditional start rules
Scheduled workflows
Repeatable workflows
Cross-farm access to
content
Presence-based routing
SOAP interop
REST interop
WebDAV interop
LDAP interop
ADO.NET interop
XML read/write
Word Services interop
Excel Services interop
User Profile interop
Audience interop
BCS interop
Search interop
MS CRM interop
BizTalk Server interop
Active Directory
provisioning
Outlook calendar interop
Exchange Server
provisioning
Lync Server provisioning
Cloud Services interop
OnPrem/Online data
exchange
CustomASP.NET forms
Workflow variables in
forms
Read/write tasks and
source item properties
Multiple form layouts
External deployment
OAuth brokering
Auto retry logic
CustomCSS
Custom JavaScript
Provisioning
Design within SharePoint
Drag-and-drop
Configure and draw at
the same time
No desktop installs
No extra purchase
Minimized clicks
Guided design
Unified dialog boxes
Single ribbon
LazyApproval
Roll-up task Inbox
Roll-up workflow status
Workflow progress
Outlook task interop
Performance statistics
Step-by-step profiing
User workloads
Audit completions,
cancellations
Status updates
Declarative activities
Calling workflows like
subroutines
Templates
Versioning of workflow
designs
Control access to
designer
Control access to
individual activities
Enforce review of
changes
Staged deployments
Custom roles
Custom context
placeholders
Loops
ForEach Iterations
State Machines
Switches
Conditional start rules
Scheduled workflows
Repeatable workflows
Cross-farm access to
content
Presence-based routing
SOAP interop
REST interop
WebDAV interop
LDAP interop
ADO.NET interop
XML read/write
Word Services interop
Excel Services interop
User Profile interop
Audience interop
BCS interop
Search interop
MS CRM interop
BizTalk Server interop
Active Directory
provisioning
Outlook calendar interop
Exchange Server
provisioning
Lync Server provisioning
Cloud Services interop
OnPrem/Online data
exchange
CustomASP.NET forms
Workflow variables in
forms
Read/write tasks and
source item properties
Multiple form layouts
External deployment
OAuth brokering
Auto retry logic
CustomCSS
Custom JavaScript
Provisioning
Good News,
SharePoint 2013 Features (OOB/SPD)
Design within SharePoint
Drag-and-drop
Configure and draw at
the same time
No desktop installs
No extra purchase
Minimized clicks
Guided design
Unified dialog boxes
Single ribbon
LazyApproval
Roll-up task Inbox
Roll-up workflow status
Workflow progress
Outlook task interop
Performance statistics
Step-by-step profiing
User workloads
Audit completions,
cancellations
Status updates
Declarative activities
Calling workflows like
subroutines
Templates
Versioning of workflow
designs
Control access to
designer
Control access to
individual activities
Enforce review of
changes
Staged deployments
Custom roles
Custom context
placeholders
Loops
ForEach Iterations
State Machines
Switches
Conditional start rules
Scheduled workflows
Repeatable workflows
Cross-farm access to
content
Presence-based routing
SOAP interop
REST interop
WebDAV interop
LDAP interop
ADO.NET interop
XML read/write
Word Services interop
Excel Services interop
User Profile interop
Audience interop
BCS interop
Search interop
MS CRM interop
BizTalk Server interop
Active Directory
provisioning
Outlook calendar interop
Exchange Server
provisioning
Lync Server provisioning
Cloud Services interop
OnPrem/Online data
exchange
CustomASP.NET forms
Workflow variables in
forms
Read/write tasks and
source item properties
Multiple form layouts
External deployment
OAuth brokering
Auto retry logic
CustomCSS
Custom JavaScript
Provisioning
To-Do
1.Don’t Worry
2.Be Happy
Design within SharePoint
Drag-and-drop
Configure and draw at
the same time
No desktop installs
No extra purchase
Minimized clicks
Guided design
Unified dialog boxes
Single ribbon
LazyApproval
Roll-up task Inbox
Roll-up workflow status
Workflow progress
Outlook task interop
Performance statistics
Step-by-step profiing
User workloads
Audit completions,
cancellations
Status updates
Declarative activities
Calling workflows like
subroutines
Templates
Versioning of workflow
designs
Control access to
designer
Control access to
individual activities
Enforce review of
changes
Staged deployments
Custom roles
Custom context
placeholders
Loops
ForEach Iterations
State Machines
Switches
Conditional start rules
Scheduled workflows
Repeatable workflows
Cross-farm access to
content
Presence-based routing
SOAP interop
REST interop
WebDAV interop
LDAP interop
ADO.NET interop
XML read/write
Word Services interop
Excel Services interop
User Profile interop
Audience interop
BCS interop
Search interop
MS CRM interop
BizTalk Server interop
Active Directory
provisioning
Outlook calendar interop
Exchange Server
provisioning
Lync Server provisioning
Cloud Services interop
OnPrem/Online data
exchange
CustomASP.NET forms
Workflow variables in
forms
Read/write tasks and
source item properties
Multiple form layouts
External deployment
OAuth brokering
Auto retry logic
CustomCSS
Custom JavaScript
Provisioning
SharePoint 2013 Features (OOB/SPD)
Design within SharePoint
Drag-and-drop
Configure and draw at
the same time
No desktop installs
No extra purchase
Minimized clicks
Guided design
Unified dialog boxes
Single ribbon
LazyApproval
Roll-up task Inbox
Roll-up workflow status
Workflow progress
Outlook task interop
Performance statistics
Step-by-step profiing
User workloads
Audit completions,
cancellations
Status updates
Declarative activities
Calling workflows like
subroutines
Templates
Versioning of workflow
designs
Control access to
designer
Control access to
individual activities
Enforce review of
changes
Staged deployments
Custom roles
Custom context
placeholders
Loops
ForEach Iterations
State Machines
Switches
Conditional start rules
Scheduled workflows
Repeatable workflows
Cross-farm access to
content
Presence-based routing
SOAP interop
REST interop
WebDAV interop
LDAP interop
ADO.NET interop
XML read/write
Word Services interop
Excel Services interop
User Profile interop
Audience interop
BCS interop
Search interop
MS CRM interop
BizTalk Server interop
Active Directory
provisioning
Outlook calendar interop
Exchange Server
provisioning
Lync Server provisioning
Cloud Services interop
OnPrem/Online data
exchange
CustomASP.NET forms
Workflow variables in
forms
Read/write tasks and
source item properties
Multiple form layouts
External deployment
OAuth brokering
Auto retry logic
CustomCSS
Custom JavaScript
Provisioning
Nintex 2010 Features
Design within SharePoint
Drag-and-drop
Configure and draw at
the same time
No desktop installs
No extra purchase
Minimized clicks
Guided design
Unified dialog boxes
Single ribbon
LazyApproval
Roll-up task Inbox
Roll-up workflow status
Workflow progress
Outlook task interop
Performance statistics
Step-by-step profiing
User workloads
Audit completions,
cancellations
Status updates
Declarative activities
Calling workflows like
subroutines
Templates
Versioning of workflow
designs
Control access to
designer
Control access to
individual activities
Enforce review of
changes
Staged deployments
Custom roles
Custom context
placeholders
Loops
ForEach Iterations
State Machines
Switches
Conditional start rules
Scheduled workflows
Repeatable workflows
Cross-farm access to
content
Presence-based routing
SOAP interop
REST interop
WebDAV interop
LDAP interop
ADO.NET interop
XML read/write
Word Services interop
Excel Services interop
User Profile interop
Audience interop
BCS interop
Search interop
MS CRM interop
BizTalk Server interop
Active Directory
provisioning
Outlook calendar interop
Exchange Server
provisioning
Lync Server provisioning
Cloud Services interop
OnPrem/Online data
exchange
CustomASP.NET forms
Workflow variables in
forms
Read/write tasks and
source item properties
Multiple form layouts
External deployment
OAuth brokering
Auto retry logic
CustomCSS
Custom JavaScript
Provisioning
Use
Draw Deploy
Govern
Design
Extend
Monitor
SecureUnderstand
Easy to
Building
o On SharePoint
o With SharePoint
o For SharePoint
Nintex Workflow
Nintex Workflow
Nintex Workflow
Nintex Workflow
Nintex Workflow
Nintex Workflow
Nintex Workflow
Nintex Workflow

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Nintex Workflow

  • 1. NintexWorkflow for Everyone Saman Coliaie | SharePoint Consultant
  • 2.
  • 3.
  • 4.
  • 5.
  • 6.
  • 7. Moving something from one state to another
  • 8.
  • 9. o Telling someone to do Something o Or Doing Action by System
  • 10.
  • 11.
  • 12.
  • 16.
  • 17.
  • 18. The Foundation of theOptimized Enterprise People/Culture • Defines the company • Degree of change Balanced Knowledge Solution T P C Process/Work • How andWhy • Repeatable / Sustainable Technology/Tools • Enables • Tools
  • 19.
  • 20.
  • 21.
  • 22.
  • 23.
  • 24.
  • 25.
  • 26. StructuredAdHoc Full Power of .NET, WF, etc. Significant complexity, development time Wizard-based rapid design Limited feature set/ sophistication Very limited use cases Only available with SP
  • 27. StructuredAdHoc Full Power of .NET, WF, etc. Significant complexity, development time Wizard-based rapid design Limited feature set/ sophistication Very limited use cases Only available with SP Visual design Wide degree of sophistication Rapid development time
  • 28.
  • 29.
  • 30.
  • 31.
  • 32. Lists and Libraries • Approval • Collect Feedback • Collect Signatures • Disposition Approval Lists • Three State* • Translation Management
  • 33.
  • 34. Create Reusable Workflows Import/E xport to Visio New Workflow Designer Wizard SPD + Visio Workflow
  • 35.
  • 37.
  • 38.
  • 39. Design within SharePoint Drag-and-drop Configure and draw at the same time No desktop installs No extra purchase Minimized clicks Guided design Unified dialog boxes Single ribbon LazyApproval Roll-up task Inbox Roll-up workflow status Workflow progress Outlook task interop Performance statistics Step-by-step profiing User workloads Audit completions, cancellations Status updates Declarative activities Calling workflows like subroutines Templates Versioning of workflow designs Control access to designer Control access to individual activities Enforce review of changes Staged deployments Custom roles Custom context placeholders Loops ForEach Iterations State Machines Switches Conditional start rules Scheduled workflows Repeatable workflows Cross-farm access to content Presence-based routing SOAP interop REST interop WebDAV interop LDAP interop ADO.NET interop XML read/write Word Services interop Excel Services interop User Profile interop Audience interop BCS interop Search interop MS CRM interop BizTalk Server interop Active Directory provisioning Outlook calendar interop Exchange Server provisioning Lync Server provisioning Cloud Services interop OnPrem/Online data exchange CustomASP.NET forms Workflow variables in forms Read/write tasks and source item properties Multiple form layouts External deployment OAuth brokering Auto retry logic CustomCSS Custom JavaScript Provisioning
  • 40.
  • 41.
  • 42. Design within SharePoint Drag-and-drop Configure and draw at the same time No desktop installs No extra purchase Minimized clicks Guided design Unified dialog boxes Single ribbon LazyApproval Roll-up task Inbox Roll-up workflow status Workflow progress Outlook task interop Performance statistics Step-by-step profiing User workloads Audit completions, cancellations Status updates Declarative activities Calling workflows like subroutines Templates Versioning of workflow designs Control access to designer Control access to individual activities Enforce review of changes Staged deployments Custom roles Custom context placeholders Loops ForEach Iterations State Machines Switches Conditional start rules Scheduled workflows Repeatable workflows Cross-farm access to content Presence-based routing SOAP interop REST interop WebDAV interop LDAP interop ADO.NET interop XML read/write Word Services interop Excel Services interop User Profile interop Audience interop BCS interop Search interop MS CRM interop BizTalk Server interop Active Directory provisioning Outlook calendar interop Exchange Server provisioning Lync Server provisioning Cloud Services interop OnPrem/Online data exchange CustomASP.NET forms Workflow variables in forms Read/write tasks and source item properties Multiple form layouts External deployment OAuth brokering Auto retry logic CustomCSS Custom JavaScript Provisioning
  • 44. SharePoint 2013 Features (OOB/SPD) Design within SharePoint Drag-and-drop Configure and draw at the same time No desktop installs No extra purchase Minimized clicks Guided design Unified dialog boxes Single ribbon LazyApproval Roll-up task Inbox Roll-up workflow status Workflow progress Outlook task interop Performance statistics Step-by-step profiing User workloads Audit completions, cancellations Status updates Declarative activities Calling workflows like subroutines Templates Versioning of workflow designs Control access to designer Control access to individual activities Enforce review of changes Staged deployments Custom roles Custom context placeholders Loops ForEach Iterations State Machines Switches Conditional start rules Scheduled workflows Repeatable workflows Cross-farm access to content Presence-based routing SOAP interop REST interop WebDAV interop LDAP interop ADO.NET interop XML read/write Word Services interop Excel Services interop User Profile interop Audience interop BCS interop Search interop MS CRM interop BizTalk Server interop Active Directory provisioning Outlook calendar interop Exchange Server provisioning Lync Server provisioning Cloud Services interop OnPrem/Online data exchange CustomASP.NET forms Workflow variables in forms Read/write tasks and source item properties Multiple form layouts External deployment OAuth brokering Auto retry logic CustomCSS Custom JavaScript Provisioning
  • 45.
  • 46.
  • 47.
  • 49.
  • 50.
  • 51.
  • 52.
  • 53.
  • 54.
  • 55.
  • 56. Design within SharePoint Drag-and-drop Configure and draw at the same time No desktop installs No extra purchase Minimized clicks Guided design Unified dialog boxes Single ribbon LazyApproval Roll-up task Inbox Roll-up workflow status Workflow progress Outlook task interop Performance statistics Step-by-step profiing User workloads Audit completions, cancellations Status updates Declarative activities Calling workflows like subroutines Templates Versioning of workflow designs Control access to designer Control access to individual activities Enforce review of changes Staged deployments Custom roles Custom context placeholders Loops ForEach Iterations State Machines Switches Conditional start rules Scheduled workflows Repeatable workflows Cross-farm access to content Presence-based routing SOAP interop REST interop WebDAV interop LDAP interop ADO.NET interop XML read/write Word Services interop Excel Services interop User Profile interop Audience interop BCS interop Search interop MS CRM interop BizTalk Server interop Active Directory provisioning Outlook calendar interop Exchange Server provisioning Lync Server provisioning Cloud Services interop OnPrem/Online data exchange CustomASP.NET forms Workflow variables in forms Read/write tasks and source item properties Multiple form layouts External deployment OAuth brokering Auto retry logic CustomCSS Custom JavaScript Provisioning
  • 57. SharePoint 2013 Features (OOB/SPD) Design within SharePoint Drag-and-drop Configure and draw at the same time No desktop installs No extra purchase Minimized clicks Guided design Unified dialog boxes Single ribbon LazyApproval Roll-up task Inbox Roll-up workflow status Workflow progress Outlook task interop Performance statistics Step-by-step profiing User workloads Audit completions, cancellations Status updates Declarative activities Calling workflows like subroutines Templates Versioning of workflow designs Control access to designer Control access to individual activities Enforce review of changes Staged deployments Custom roles Custom context placeholders Loops ForEach Iterations State Machines Switches Conditional start rules Scheduled workflows Repeatable workflows Cross-farm access to content Presence-based routing SOAP interop REST interop WebDAV interop LDAP interop ADO.NET interop XML read/write Word Services interop Excel Services interop User Profile interop Audience interop BCS interop Search interop MS CRM interop BizTalk Server interop Active Directory provisioning Outlook calendar interop Exchange Server provisioning Lync Server provisioning Cloud Services interop OnPrem/Online data exchange CustomASP.NET forms Workflow variables in forms Read/write tasks and source item properties Multiple form layouts External deployment OAuth brokering Auto retry logic CustomCSS Custom JavaScript Provisioning
  • 58. Nintex 2010 Features Design within SharePoint Drag-and-drop Configure and draw at the same time No desktop installs No extra purchase Minimized clicks Guided design Unified dialog boxes Single ribbon LazyApproval Roll-up task Inbox Roll-up workflow status Workflow progress Outlook task interop Performance statistics Step-by-step profiing User workloads Audit completions, cancellations Status updates Declarative activities Calling workflows like subroutines Templates Versioning of workflow designs Control access to designer Control access to individual activities Enforce review of changes Staged deployments Custom roles Custom context placeholders Loops ForEach Iterations State Machines Switches Conditional start rules Scheduled workflows Repeatable workflows Cross-farm access to content Presence-based routing SOAP interop REST interop WebDAV interop LDAP interop ADO.NET interop XML read/write Word Services interop Excel Services interop User Profile interop Audience interop BCS interop Search interop MS CRM interop BizTalk Server interop Active Directory provisioning Outlook calendar interop Exchange Server provisioning Lync Server provisioning Cloud Services interop OnPrem/Online data exchange CustomASP.NET forms Workflow variables in forms Read/write tasks and source item properties Multiple form layouts External deployment OAuth brokering Auto retry logic CustomCSS Custom JavaScript Provisioning
  • 59.
  • 61.
  • 62.
  • 63.
  • 64.
  • 65.
  • 66.
  • 67.
  • 68.
  • 69.
  • 70.
  • 71. Building o On SharePoint o With SharePoint o For SharePoint