Manage site workflows

This topic provides instructions for creating, managing, and scheduling site workflows, as well as viewing history for site workflows.

​A site workflow is attached to the site rather than to a list or library.

Note: Some actions are specific to lists and libraries and not available for site workflows.

To create a site workflow

  • To create a site workflow From the Home page, select Documents in the left panel. Select Nintex Workflow from the ribbon. A new window will open, select Create list workflow.

    For instructions on creating workflows, see Create a workflow.

To manage site workflows

  • Click the settings icon () on the upper right and then select Nintex Workflow to display the Nintex Workflow Gallery page; in the Nintex Workflow options drop down, select Site workflows.

    For more information, see Manage workflows.

To view the site workflow history

  • Click the settings icon () on the upper right, select Nintex Workflow, click the Nintex Workflow options drop down, and select Workflow history.

    For more information on completed workflows, see Viewing workflow history. For more information on running workflows, see Viewing workflow status.

To schedule site workflows

  • Click the settings icon () on the upper right, select Nintex Workflow, click the Nintex Workflow options drop down, and select Schedule site workflows.

    For more information on creating and managing schedules, see Schedule workflows.