The Workflow Gallery is a centralized page where you can access all your workflows in one place. Access the Workflow Gallery to manage workflows, Connections, and Settings for a site. You can access the Workflow Gallery page from a SharePoint site or list. Depending on the method used, site or list workflows will display in the Workflow Gallery.
For more information about workflow types, see Types of Workflows.
Access the Workflow Gallery
You can access the Workflow Gallery from a Site List or Document Library, or the Site Contents page.
- On a SharePoint Site Contents page, click the Nintex Workflow for Office 365 app. The Workflow Gallery is displayed with the site workflows created for the site.
- On a SharePoint List or Document Library page, click Nintex Workflow on the top ribbon. The Workflow Gallery is displayed with the list workflows created for the current list or document library.
Integration to a Nintex Workflow Cloud tenant allows users to access the Nintex Workflow Cloud directly from a SharePoint Online tenant, site, or site collection when the Nintex Workflow app is opened.
Note: If an integration is not created, there is no change in the experience for existing users.
The integration can be configured to allow users to choose to work in Nintex Workflow for Office 365 classic or Nintex Workflow Cloud. After the integration is created, when a user opens the Nintex Workflow for Office 365 app from the integrated tenant, site, or site collection one of the following happens depending on the integrations setting selected:
The Select a Nintex Workflow app dialog is displayed with options to select Nintex Workflow Cloud or Nintex Workflow for Office 365 Classic.
The integrated Nintex Workflow Cloud is opened enabling the user to directly access Nintex Workflow Cloud.
You must sign in to Nintex Workflow Cloud with a Designer or higher Nintex Workflow Cloud role.
If an integration is not created, there is no change in the experience for existing users.
To learn more about Integrations and how you can integrate your SharePoint Online tenant to Nintex Workflow Cloud, see the Integrations topic in the Nintex Workflow Cloud help documentation.
There is no change in the experience for existing users of Nintex for Office 365 until a Nintex Workflow Cloud creates an integration to the SharePoint Online tenant, site, or site collection.
Yes, when you create an integration, you can select the site type that you want to integrate with the Nintex Workflow Cloud tenant. If you don't want to integrate the entire SharePoint Online tenant you can integrate only a site or site collection. The option to open Nintex Workflow Cloud is given only when the Nintex Workflow for Office 365 app is opened from the integrated tenant, site, or site collection.
Yes, all you need to do is remove the Integration from Nintex Workflow Cloud. For more information, see the Integrations topic.
A dialog is displayed alerting you that there is an integration configured but not for the site or site collection being accessed.
There is no change to your existing Nintex for Office 365 workflows and they will remain in SharePoint Online.
Yes, there is an option to Allow users to select Nintex for Office 365 when creating the integration. This option allows designers choose which designer they prefer. Integration is simply an entry point into Nintex Workflow Cloud making it easier for the designer to sign in to Nintex Workflow Cloud.
No, instance data is only available in Nintex Workflow Cloud and accessible by designers.
The login and access level for SharePoint and Nintex Workflow Cloud are different, in order to design workflows in Nintex Workflow Cloud the user accessing the app must have a Nintex Workflow Cloud designer role.
No, integration only impacts the Nintex Workflow for Office 365 app.
Yes, you can still access Nintex Workflow Cloud via the Nintex Workflow Cloud sign in page.
Setting up integration requires a connection just like when using a Connector, as long as the user can create a connection to the List and Libraries authentication method.
View the topics below to learn more about the different pages in the Workflow Gallery: