Nintex Workflow Cloud:
Best Practices in
Designing Workflow
Joshua Tan
Senior Product Manager
NINTEX
Over 3000 workflows have been
published in Nintex Workflow
Cloud since January 2017.
Prime the tenant - initial setup
Invite users
and assign
roles
Select the
Connectors
you want to
work with
Set up default
file location
Create
connections
Configure
error alert
notifications
Demo: Prime
the Tenant
Design thinking
Build as you go Spec-ing it up front
Decorate the
workflow
Build the
workflow
Optimize the
workflow
TRIGGERS
EVENTS
START
WORKFLOW
Decorate your
workflow
• Action sets
• Naming your actions
Analyze, optimize, and govern your process automation portfolio
Nintex Hawkeye
Process intelligence for the Nintex Workflow platform
Demo:
Run
workflow
Reusability
• Identify reusability
• “Componentizing”
your workflow into
reusable
components
• External
workflows
Governance
Securing workflows
• Understand sharing concepts in
Nintex Workflow Cloud
Securing connections
(coming soon!)
17
Workflow “Hacks”!
• Capturing comments from Express Approval
• Using log to instance details
• Disable actions—configured and unconfigured
• Construct link to instance details page – combination of
workflow id and instance id
Demo:
Capturing
comments
19
Product Initiatives
• Onboarding and first load experience
• Designer productivity (time to publish)
• Enterprise management, governance, audit
• Finish what we’ve started
20
Thematic Roadmap (3 months)
Designer Productivity
Debugging capabilities directly into the
workflow design canvas
Variable user experience
Participant Experience
Task forms – collect information to influence
outcome and progress a workflow
Scenario Enablement
Enhanced SharePoint Connector with support
for document libraries and list item
attachments
ServiceNow
Administrator Governance
and Control
Authenticate with corporate credentials
(Azure AD)
Secure connections
Developer Extensibility
Embed workflow data into applications
(Nintex Platform API)
Custom triggers
Conclusion
and questions
22
Session recommendations
by Chris Ellis, Nintex
by Lachlan Ainley & Dan Burke, Nintex
by Dan Burke, Nintex
Get a Nintex
Workflow
Cloud Trial
Tenant
Product Roadmap
https://roadmap.nintex.com
UserVoice
https://nintex.uservoice.com
Get in touch!
https://roadmap.nintex.com/
https://nintex.uservoice.com/
From the xchange mobile app, select
“Survey” from the sessions that you
attend
Complete the short evaluation
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Nintex Workflow Cloud: Best Practices in Designing Workflow
Joshua Tan
Slide Number 3
Prime the tenant - initial setup
Demo: Prime the Tenant
Design thinking
Slide Number 8
TRIGGERS�EVENTS�START WORKFLOW�
Decorate your workflow
Nintex Hawkeye�Process intelligence for the Nintex Workflow platform
Demo:�Run workflow
Reusability
Governance
Workflow “Hacks”!
Demo:�Capturing comments
Product Initiatives
Thematic Roadmap (3 months)
Conclusion �and questions
Session recommendations
Get a Nintex Workflow Cloud Trial Tenant
Product Roadmap�https://roadmap.nintex.com��UserVoice�https://nintex.uservoice.com�
Helpful?�Please complete a session evaluation
Slide Number 26
