Step 1 : Sign in to your tenant
Sign in to your Nintex Workflow Cloud tenant
- Contact your administrator to provide the URL of the Nintex Workflow Cloud tenant.
- Need information on web browser compatibility? See Web browser support.
- Access the URL provided for the Nintex Workflow Cloud tenant.
- Sign in using your organization credentials. When you are successfully logged in, the Dashboard appears.
- Fill and submit the trial form. To access the trail form, go to https://www.nintex.com/trial/#nwc
- In the first email, use the link provided to create a password to access your Nintex Workflow Cloud tenant.
- In the second email, use the URL to access your new Nintex Workflow Cloud tenant and sign in using the password created.
If you don't already have an account, you can create a trial account in Nintex Workflow Cloud using a valid email address. The email that is used to create the account will be the admin for the Nintex Workflow Cloud tenant. You must use a valid business email address to sign up. For more information about License and subscription, see License and subscription.
You will receive two emails from Nintex.
The Dashboard is displayed. Your Dashboard gives you an up-to-date view of your workflows, instances, tasks, and connections
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.
All your workflows are listed here, with the following details:
- Status (draft or published)
- Type (development or production)
- Start event
Click a workflow name to edit the workflow, or to open the Options menu.
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.
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 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.
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