TekDog Inc.

Using TekDog University

Before you get started

Activating the Site Collection Features

Setting up your lab

Activating the Site Features

Overview of our Course and Instructor

Overview of Training Request Business Case

Creating our Training Request List

Overview of the Responsive Form Designer

Overview of the Classic Form Designer

Building our First Nintex Form

Branding your form

Basic Formatting Rule

Basic Validation Rule

Adding a validation rule for requiring a field based on a currency field

Setting Default Values

Publishing Forms

Catering Request Business Case

Creating the Catering Request List

Intial Form Layout

Update the Form Branding

Creating a Calculated Field

Validation rule based on calculation

Leave Request Brain Teaser Requirements

Leave Request List

Leave Request Solution

Training Request Enhancements Business case

Building the Departments List

Adding the Department Column

Using Lookups in Calculated Fields

Parsing a Lookup

Creating a Form Variable

User Profile Lookup

Creating the Training Request Repeating Section

Using the Sum function with a calculated field

Updating Rules to use calculated values

Catering Request Enhancements

Adding the Department Field

Querying the Department Accounting Code

Adding in Dietary Repeating Section

Creating a Smart Phone Layout

Leave Request Enhancements Brain Teaser

Leave Request Solution- Brain Teaser

New Form Wizard Business Case

Creating the Form Category List

Creating the Master Forms List

Creating the New Form Wizard List

Lookup New Form URL

Inserting JavaScript Behind a Button Action

Accessing the New Form Wizard

Advanced Form Redirect

My Forms List

Nintex Workflow Overview

Workflow Actions Overview

Training Request Business Case

Create Out of Office Calendar

Configuring the Send Notification Workflow Action

Configure a Flexi Task

Flexi Task Settings

Creating OOO Event

Confirmation Messages

My Workflow Tasks

Testing the Training Workflow

Training Enhancements

Creating a Security Group

Setting a Conditional Statement

Using Query List

Assigning a Flexi Task to a Dynamic Approver

Preparing for HR Approval State

HR Approval

Testing Our TrainingRequest Workflow

Catering Request Business Case

Creating a SharePoint Security Group

Creating our Workflow and send notifications

Restricting Access

Retrieving the organizers managers information

Assigning Task to Organizers Manager

Setting a Condition

Assigning Tasks to Groups

Finalizing Messaging

Testing our Catering Workflow

Leave Request Workflow - Brain Teaser

Leave Request Solution

Overview of State Machines

Turning Off our Linear Workflow

Creating a New State Machine Workflow

Set Workflow Status

Configuring the Manager State

Configuring the Department State

Configuring the HR State

Configuring the Initiator State

Configuring the Approval State

Testing State Machine

Using Action Sets

Updating Catering Request to be State Machine

Adding a State Machine

Arranging our Workflow

Organizer Manager State

Finish State Machine Configuration

Testing Workflow

Leave Request Brain Teaser

Leave Request Brain Teaser Solution