Nintex K2 for SharePoint: Site Provisioning Tutorial

  • This content uses the legacy Nintex K2 for SharePoint app. For more information about using the Nintex Automation for SharePoint app, see Add the app.

In this tutorial, you will learn how to build a self-service SharePoint site creation application. Automating the site-creation process can reduce the workload for SharePoint Administrators, because it allows users to create the sites they need, when they need them. This application touches upon the four primary K2 application components: Data, Forms, Workflow, and Reports.

If you would like to learn more about the application you build in this tutorial, see K2 Five for SharePoint: Site Provisioning - Design.

For this scenario we use sample users. You can create your own test users to work with. Depending on the type of scenario you build, you may need to configure specific security settings such as Designer authorization for these users. For more information about managing your environment see the Administer section.

Steps
1. Confirm the SharePoint App is Active
2. Create the SharePoint Site Requests List
3. Create K2 Application Elements for the Site Requests List
4. Build the Site Requests Workflow
    5. Set the Folio; Add an Update List Item Step
    6. Add a Task Step to Approve or Reject the Site Request
    7. Configure the Rejected Outcome
    8. Add a Create Subsite Step; Update Site Requests Columns
    9. Add a Task Step to Keep or Delete the New Site
    10. Configure the Delete Site Outcome
    11. Configure the Keep Site Outcome

12. Deploy the Site Request Workflow
13. Test the Site Requests Application
14. (Optional) Report on the Site Request Application
15. (Optional) Update the Site Request Views
16. (Optional) Clean up your environment by deleting the application artifacts

First Step: 1. Confirm the SharePoint App is Active