Step 1 : Sign in to your tenant

1

Sign in to your Nintex Workflow Cloud tenant

Note: 
  • Contact your administrator to provide the URL of the Nintex Workflow Cloud tenant.
  • Need information on web browser compatibility? See Web browser support.
  1. Access the URL provided for the Nintex Workflow Cloud tenant.
  1. Sign in using your organization credentials. When you are successfully logged in, the Dashboard appears.

2

View License and subscription details

The license and subscription page lists information about your Nintex Workflow Cloud user account, the tenancy and primary contact, and the license in use.

  • On the upper right of the dashboard (to the left of your user name), click Settings.

    The License and subscription page appears, listing details for your tenancy. For more information, see License and subscription.

 

Given below is an overview of the different elements of the Dashboard.

Meet the dashboard

The dashboard provides you with access to everything you need to design and maintain custom workflows in one easy location. Design workflows, check on the progress of workflows, manage your users and much more.

Workflows

All your workflows are listed here, with the following details:

  • Name
  • Status (draft or published)
  • Type (development or production)
  • Start event

Click a workflow name to edit the workflow, or to open the Options menu.

Instances

An instance is the record of a single time a workflow has run. Filter instances of workflows by name and date, and check their status.

Click the instance timestamp to view more details of the instance, or to open the Options menu.

Tasks

Some workflows you design might assign tasks to people at various points in the workflow. Whether it's making a decision or starting a process, tasks require a response for the workflow to progress beyond a specific point. You can respond to tasks in Nintex Workflow Cloud and filter them by workflow name, assignees, status or date.

 

Connections

Connections are securely stored tokens that allow Nintex Workflow Cloud to communicate with services like Dropbox Business or Salesforce. You can add connections here, or in the workflow designer.

Click to open the Options menu.

Xtensions

Nintex Xtensions is Nintex's extensibility framework that allows you to define your own custom connectors for Nintex Workflow Cloud. Define your connector in an OpenAPI Specification (formerly known as Swagger specification), import it and create workflows with custom actions. The Xtensions Custom connector list displays the custom connectors you have added.

Click to open the Options menu.

Meet the designer

Design your workflows by dragging and dropping actions from the action toolbox on the left to the design canvas. Click actions that you've dropped on the canvas to configure them.

You can create workflows using:

  • Core workflow actions like sending emails or branching

  • Actions from pre-built connectors like DropBox and Salesforce
  • Actions from custom connectors using Nintex Xtensions

 

 

Next step:

Step 2 : Add users and roles