Reflects the current release of Nintex for SharePoint 2016. For your version, please access assistance through the Help button in the product.

Access the Nintex Workflow designer

Use the Nintex Workflow designer to create workflows and edit existing workflows. You can access the Nintex Workflow designer from a SharePoint list, document library, site, or the Nintex workflow inventory page.

To create a list workflow

  1. Access the list or library.
  2. In the List or Library tab, in the ribbon, click the down-arrow for Workflow Settings and then select Create a Workflow in Nintex Workflow.

    If the Select a Workflow Template dialog box appears, you can choose to either select a template or start with a blank canvas.

To create a site workflow

To edit an existing workflow

  1. Click the settings icon () on the upper right and then select Nintex Workflow to display the Nintex Workflow for SharePoint 2016 page; under Nintex Workflow, click Workflow Inventory.

    The workflow inventory page for the site or site collection appears.

  2. (Optional.) To view the workflows for the entire site collection, click View workflows for entire site collection.
  3. Under the Workflow Name column, click the name of the workflow that you want to view.

    A preview of the workflow is displayed.

  4. Click Edit workflow to edit the workflow in the Nintex Workflow designer.