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EncartaLabs

Nintex Forms

( Duration: 3 Days )

Nintex is a powerful tool for creating forms and gathering data, helping organizations streamline business processes. Integrating Nintex with SharePoint allows users to design sophisticated forms to quickly gather information. The Nintex Forms training course provides the skills necessary to create Nintex forms for seamless integration into SharePoint and mobile devices.

By attending Nintex Forms workshop, delegates will learn to:

  • Integrate Nintex forms into SharePoint applications
  • Customize default SharePoint forms
  • Build intelligent and interactive forms to capture data
  • Create forms for a mobile workforce

COURSE AGENDA

1

Introducing Nintex Forms

  • Exploring Nintex form solutions
  • Presenting the form case study
2

Setting up the SharePoint environment

  • Activating the environment
  • Building SharePoint sites
  • Configuring lists and libraries for information gathering
3

Initializing the Nintex environment

  • Activating Nintex features
  • Saving and publishing the workflow
  • Processing the workflow
4

Customizing form layout and design

  • Translating manual forms to Nintex forms
  • Tailoring the look and feel of the form
  • Improving the design with images, borders and labels
  • Exploiting CSS to enhance form branding
5

Managing user input

  • Gathering information with buttons, choices and yes/no controls
  • Obtaining data with single text boxes, multiline text boxes, rich text controls, and date/time controls
  • Capturing multiple values with the repeating section control
6

Manipulating form data

  • Calculating numeric values in the form
  • Concatenating text-based data
7

Retrieving data from alternative sources

  • Retrieving information with the list lookup control
  • Selecting and identifying users with the people control
  • Accessing SQL data for use in the form
8

Viewing content in the form

  • Displaying pages with the page viewer control
  • Grouping a set of controls with the panel control
9

Creating validation rules

  • Authenticating data in the form
  • Constructing rules and conditions
  • Applying conditional formatting
10

Utilizing custom functions for complex validation

  • Gathering user information with the user profile lookup function
  • Calling inline and runtime functions
11

Deploying to SharePoint

  • Previewing changes
  • Updating list and library forms
12

Broadcasting to mobile devices

  • Optimizing forms for mobile devices
  • Deploying to mobile devices
13

Utilizing the Nintex mobile app

  • Rendering forms on the Nintex mobile app
  • Reviewing and responding to tasks

Encarta Labs Advantage

  • One Stop Corporate Training Solution Providers for over 6,000 various courses on a variety of subjects
  • All courses are delivered by Industry Veterans
  • Get jumpstarted from newbie to production ready in a matter of few days
  • Trained more than 50,000 Corporate executives across the Globe
  • All our trainings are conducted in workshop mode with more focus on hands-on sessions

View our other course offerings by visiting https://www.encartalabs.com/course-catalogue-all.php

Contact us for delivering this course as a public/open-house workshop/online training for a group of 10+ candidates.

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