Step 1 : Install the app

To get started, you must first install the Nintex Forms for Office 365 app to your SharePoint site:

Given below are instructions on how to install the Nintex apps Nintex Workflow for Office 365 and Nintex Forms for Office 365. These apps can be added to the site in any order, as there is no dependency between them, other than needing the Nintex Forms for Office 365 app to create custom task forms within workflows.

For information about the minimum permissions required, see Minimum permissions .

• Nintex Workflow for Office 365: To create site and list workflows.
• Nintex Forms for Office 365: To design forms for list items, documents, or document sets.

Install the Nintex Automation Cloud app to directly access your integrated Nintex Automation Cloud tenant from a SharePoint list or library. For more information about the Nintex Automation Cloud app, see the Install the Nintex Automation Cloud help topic.

1. On the SharePoint site where you want to add the app, go to Settings and then select Add an app.The My apps page is displayed.
2. On the menu on the left click SharePoint Store.

3. Find the apps to install by scrolling through available apps or use the search box to search for the app and click Add. These apps can be added to the site in any order, as there is no dependency between them, other than needing the Forms app to create custom task forms within workflows.

   Important: 

   • If you see Request (instead of Add), you need approval from your SharePoint administrator to add the app.

   • To add the app to any site the Enable this app and add to all sites option must be selected when approving the app request.

4. Review the data access and permissions for the app and click Trust it.

   This action sets the permissions that it needs during the installation and grants the app access to the site.

After you’ve installed an app, you can find it in the Site Contents page.

 

 

Next step:

Step 2 : Create the list and columns for the form