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Nintex Introduction – Day 2

Nintex Introduction – Day 2. Tim Walwyn 24 th November 2011. Agenda. General administrative questions supplied Any other questions / examples / demonstrations as required. Debugging. Workflow history. Componentisation. Workflows and Sub Workflows Ref: Store / Retrieve Data.

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Nintex Introduction – Day 2

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  1. Nintex Introduction – Day 2 Tim Walwyn 24th November 2011

  2. Agenda • General administrative questions supplied • Any other questions / examples / demonstrations as required

  3. Debugging • Workflow history

  4. Componentisation • Workflows and Sub Workflows • Ref: Store / Retrieve Data

  5. Convert Workflow Form to PDF • Is this a requirement if Nintex Forms can present the form on multiple devices? • Not possible to generate PDF’s from Nintex Forms • Can generate PDF documents from an InfoPath document using third party tools

  6. Signature Integration • Does this need to be against a document once approved? • Read/Update document actions can insert into Content Control regions • Word automation services can save the resulting document as PDF

  7. Handle File Attachments • Workflow tasks can allow attachments • Attachments can be accessed and saved into document library

  8. Lazy Approval • Will this work with several requests sent by the same originator to the same approver?

  9. Delegate Workflow • Enables a task to be delegated to another individual • Can also be automatically delegated depending on escalation rules associated with a task • You can dis-allow delegation • Consider alternative approaches such as “auto delegation” ref: help desk taking ownership of a task

  10. BizTalk Integration • Action takes following variables • Action: is workflow sending/receiving or both with BizTalk • Message ID: unique ID • URL: URL of published BizTalk web service • Method: web method of the web service to invoke • Namespace: namespace of the web service • Credentials: credentials to access the web service • XML Namespace: XML namespace • Send Workflow file: can send the current document to BizTalk • Data to send: what to send to BizTalk • Data to receive: which workflow variable should host the response • Export to XSD: save the above to a file that can be imported into BizTalk

  11. Web Services • Can return multiple records • Query web service and store resulting XML in a variable • Apply XPATH query and assign results to collection variable • Iterate through

  12. Exchange Integration • Installation of a web service connector (see installation directory of Nintex for binaries for this)

  13. Administration • See NWAdmin for list of all workflows • Central Administration • Purge Workflow Data • Administration Reports • E.g. Workflow Performance for statustucs • What else needs to be done? • Archiving addressed with content database

  14. Q&A

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