Nintex Workflow 2010 Help

1 2015 Nintex Global Ltd. All rights reserved. Nintex Confidential Nintex Workflow 2010 help Last updated: Friday, May 08, 2015 1 Workflow Actions Action Set Add User To AD Group Assign Flexi Task Assign To-Do Task Build String Calculate Date Call web service Capture document set version Change State Check in item Check Out Item Collection Operation Commit pending changes Compile Audience Complete Workflow Task Convert Document Convert Value Copy item Copy to file share Copy to SharePoint Create AD Group Create AD User Create appointment Create Audience Create CRM Record Create item Create item in another site Create list Create Site Create Site Collection Create task Declare as record Decommission AD

2 User Decommission Site Collection Delegate Workflow Task 2015 Nintex Global Ltd. All rights reserved. Nintex Confidential Delete / Disable CRM Record Delete AD Group Delete Audience Delete drafts Delete Item Delete multiple items Delete previous versions Delete site Discard check out Enable Lync / OCS End Workflow Execute SQL Filter Find users by status For Each Get meeting suggestions Get user status Log in the History List Loop Math operation Pause for Pause Until Provision User In Exchange Publish Workflow Query BCS Query CRM Query Excel Services Query LDAP Query List Query User Profile Query XML Read Document Regular Expression Remove User From AD Group

3 Request Approval Request Data Request Review Retrieve data Run If Run parallel actions Search Query Send / Receive Biztalk Send document set to repository Send document to repository Send notification Set a condition 2015 Nintex Global Ltd. All rights reserved. Nintex Confidential Set a variable Set approval status Set document set approval status Set field value Set item permissions Set Workflow status Start Workflow State Machine Store data Submit Record Switch Task reminder Terminate Workflow Undeclare as record Update AD User Update CRM record Update document Update item Update multiple items Update User Profile Update XML Wait for an item update Wait for check out status change Web Request 2 Using Nintex Live Connector for Nintex Workflow 2010 Access Management Adding and removing services Nintex Live Catalog Settings Nintex Live Workflow Settings Using the Nintex Live

4 Catalog 3 Workflow Interaction with SharePoint About LazyApproval Approving, Rejecting and Reviewing Items Configuring the Chart Viewer Webpart Configuring the Report Viewer Webpart Delegating Approval Tasks InfoPath Forms Managing Workflow Change Approval Managing Workflow history lists My Workflow Tasks web part Reusable Workflows Scheduling a Workflow Set Title and Description for Reusable Workflow Template Site Workflows Starting a Workflow 2015 Nintex Global Ltd. All rights reserved. Nintex Confidential Updating User Defined Action in Published Workflows User Defined Action Parameters User Defined Action Settings User Defined Actions Viewing Workflow history Viewing Workflow status Workflow Change Approval Workflows I have started web part 4 Administration and Configuration Support packages SharePoint IDs for Nintex Features Monitoring Workflow errors Preventing excessive looping iterations Creating support packages Licensing settings Database settings Manage content databases Web Application activation settings Managing Workflow actions Global Settings Managing LazyApproval settings Defining message templates Activating Nintex Workflow Configuring user

5 Preferences Security Settings Manage Context Data Purge Workflow data Managing Workflow error notification settings 5 Using the Workflow Designer Getting started with the Nintex Workflow designer About connections Association columns Connection Manager dialog box Create Connection dialog box Error Handling Importing and exporting workflows Inline functions Inserting reference fields LDAP Picker Managing connections to external providers Managing Start Variable Order Managing Workflows Opening and saving workflows Printing Publishing a Workflow 2015 Nintex Global Ltd. All rights reserved. Nintex Confidential Run Now Set action labels Using lookups Verbose logging Workflow Action Common Settings Workflow Constants Workflow gallery Workflow Settings Workflow Snippets Workflow start data Workflow templates Workflow variables XPath Query Builder 2015 Nintex Global Ltd.

6 All rights reserved. Nintex Confidential 1 Workflow Actions Action Set This Workflow action bundles a collection of actions in a container that can be collapsed and expanded to make Workflow designing more convenient. To use the Workflow action: Locate the action in Workflow Actions Toolbox (located on the left hand-side); o Click on the Category listings to reveal the actions; OR o Search for the action using a keyword. Select the action, drag it onto the design canvas and drop it onto a design pearl. Alternatively Left-clicking the pearl, mouse-over Insert Action and then the Categories to reveal the actions, click the required action from the list. Options for this action This action does not require any configuration. It has a border that contains a pearl, when actions are added to the pearl inside the border, they become part of the Action set. 2015 Nintex Global Ltd. All rights reserved.

7 Nintex Confidential The action set can be minimized by activating the title bar's drop down menu and clicking Minimize. Saving as a snippet 2015 Nintex Global Ltd. All rights reserved. Nintex Confidential To save an action set as a snippet, activate the drop down menu on the action title bar and click Save as Snippet. For more information, please refer to the Workflow Snippets. Add User To AD Group * This topic applies to Nintex Workflow Enterprise Edition only This Workflow action will add a user to an Active Directory security group. To use the Workflow action: Locate the action in Workflow Actions Toolbox (located on the left hand-side); o Click on the Category listings to reveal the actions; OR o Search for the action using a keyword. Select the action, drag it onto the design canvas and drop it onto a design pearl. Alternatively Left-clicking the pearl, mouse-over Insert Action and then the Categories to reveal the actions, click the required action from the list.

8 To change the settings used by the action: On the action s title click the down arrow to activate a drop-down Select Configure; OR Double-click the action's icon. For more information on the other options in the drop-down, please refer to the Getting started with the Nintex Workflow designer. 2015 Nintex Global Ltd. All rights reserved. Nintex Confidential Options within this action Active Directory Details LDAP Path To configure the LDAP Path, refer to the LDAP Picker for more information. Add User to AD Group User The username (sAMAccountName) of the Active Directory entry. Group 2015 Nintex Global Ltd. All rights reserved. Nintex Confidential The name of an existing Group to which the user will be added. "Backup Operators". Multiple groups can be separated with semi-colons (;). Error the Workflow if the user already exists in the group Selecting this option will cause the Workflow to error if the user already exists in the group.

9 By default this option is checked. Assign Flexi Task This Workflow action will allow the assignment of a task to one or more users and request a specific outcome. The list of possible outcomes is determined by the person designing the Workflow . To use the Workflow action: Locate the action in Workflow Actions Toolbox (located on the left hand-side); o Click on the Category listings to reveal the actions; OR o Search for the action using a keyword. Select the action, drag it onto the design canvas and drop it onto a design pearl. Alternatively Left-clicking the pearl, mouse-over Insert Action and then the Categories to reveal the actions, click the required action from the list. To change the settings used by the action: On the action s title click the down arrow to activate a drop-down Select Configure; OR Double-click the action's icon. For more information on the other options in the drop-down, please refer to the Getting started with the Nintex Workflow designer.

10 2015 Nintex Global Ltd. All rights reserved. Nintex Confidential Options within this action Ribbon Option: Action Assignees 2015 Nintex Global Ltd. All rights reserved. Nintex Confidential The assignees list contains all users or groups that will be assigned the task when the Workflow is run. Users can be: Entered directly using their username, email address or full name and will be resolved where possible against the SharePoint user list or Active Directory. Searched for: click on the address book icon on the right. Please note that users that are external to the SharePoint environment can be added as Assignees by specifying their email address. However, the only way that they can respond to the Task is through LazyApproval, as they will have no access to the SharePoint site. Select People and Groups To search for users, click on the address book icon on the right. The configuration dialog allows the Workflow designer to search for and/or add users to the Assignees list by one or more of the following methods: 2015 Nintex Global Ltd.