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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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nintex introduction day 2
Nintex Introduction – Day 2

Tim Walwyn 24th November 2011

  • General administrative questions supplied
  • Any other questions / examples / demonstrations as required
  • Workflow history
  • Workflows and Sub Workflows
  • Ref: Store / Retrieve Data
convert workflow form to pdf
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
signature integration
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
handle file attachments
Handle File Attachments
  • Workflow tasks can allow attachments
  • Attachments can be accessed and saved into document library
lazy approval
Lazy Approval
  • Will this work with several requests sent by the same originator to the same approver?
delegate workflow
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
biztalk integration
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
web services
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
exchange integration
Exchange Integration
  • Installation of a web service connector (see installation directory of Nintex for binaries for this)
  • 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