55220: Nintex Forms and Mobile Training

This module provides an introduction to Nintex Forms showing how it integrates with SharePoint and Nintex Workflow and Nintex Live. We also review some of the key features which make Nintex Forms unique.

Lessons

• Introduction to Nintex forms 2013
• Feature Overview
• Types of form
• Form controls

After completing this module, students will be able to:

• Understand how Nintex Forms integrates with SharePoint and Nintex Workflow and Nintex Live.

This module moves from the theory of form design to actually creating basic forms using a variety of controls such as drop-down menus and checkboxes.

Lessons

• Using the form design interface
• Building basic forms
• Grids, guides and snap
• Form size
• Undo, version history and preview
• Save, publish and delete
• Form redirect
• Demonstrations of Forms in:
• Lists
• Libraries
• Workflows

After completing this module, students will be able to:

• Be able to create basic forms using a variety of controls such as drop-down menus and checkboxes.

Having mastered creating basic forms in module two we now look at the more advanced options available with Nintex Forms including.

Lessons

• Nintex Workflow start forms
• Repeating sections and List Lookups
• Using rules to hide or disable part of a form with panels

After completing this module, students will be able to:

• Understand more advanced options available with Nintex Forms.

Now that your forms work the way that you want them to we next spend some time to get them looking great. You will learn how to edit the component of an individual form to ensure that they conform to your companies� style guide or branding. At first we focus on editing individual forms and later we will look at how to edit the default styles that are applied when a new form is created � this is a great way to ensure that all new forms are consistent and align with your corporate branding.

Lessons

• Edit individual forms
• Logo
• Background
• Borders
• Control settings including borders, colors, and fonts
• Rules to apply conditional formatting
• Advanced form Styles
• Update the form template
• Cascade style sheet

After completing this module, students will be able to:

Your forms are now easy to use and look great on a desktop computer but nowadays many people use mobile devices to read and capture data while traveling. This module will show you how to customize forms for use on specific mobile devices and how to publish forms so they can be completed from outside of your SharePoint environment either via the internet or offline. As always this will be done without the need for code or technical support, all of this is within reach of a typical end user.

Lessons

• Introduction to Nintex Live and Nintex Mobile
• Form Layouts for Mobile devices
• Mobile-specific form controls
• Add photos
• Add video
• Add location
• Complete forms while offline

After completing this module, students will be able to:

• Understand how to customize forms for use on specific mobile devices and how to publish forms so they can be completed from outside of your SharePoint environment either via the internet or offline.