Nintex Workflow Cloud: Best Practices in Designing Workflow
Joshua TanSenior Product ManagerNINTEX
Over 3000 workflows have been published in Nintex Workflow Cloud since January 2017.
Prime the tenant - initial setup
Invite usersand assign
roles
Select the Connectors you want to work with
Set up defaultfile location
Createconnections
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
TRIGGERSEVENTSSTART WORKFLOW
Decorate your workflow• Action sets
• Naming your actions
Analyze, optimize, and govern your process automation portfolio
Nintex HawkeyeProcess 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 ProductivityDebugging capabilities directly into the workflow design canvas
Variable user experience
Participant ExperienceTask forms – collect information to influence outcome and progress a workflow
Scenario EnablementEnhanced SharePoint Connector with support for document libraries and list item attachments
ServiceNow
Administrator Governance and ControlAuthenticate with corporate credentials (Azure AD)
Secure connections
Developer ExtensibilityEmbed 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
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Product Roadmaphttps://roadmap.nintex.com
UserVoicehttps://nintex.uservoice.com
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