Step 4 : Build a workflow
Now that we have covered the basics of how to create users and connections, you can start designing your workflows using connectorsService used to define a connection required for associated actions and start events. Examples include Salesforce and Box. Method of integration to cloud services, business applications and content stores., start eventsThe connector and event for triggering the workflow to run, including required configuration. An example is Box - New file, which triggers the workflow to run when a new file is uploaded to the specified folder., and workflow actionsA tool for building the processes, logic, and direction within workflows..
Open the Designer
Do one of the following to open the Designer canvas:
- On the top navigation bar, click Automate.
- On the left, click the Create workflow button.
The Designer page is displayed.
Configure the start event for your workflow
You can design your workflows to start when an event occurs. For example, a new file added to your Box account can kick off your Nintex workflow. See Start events for the list of start events by connector.
Open the Start event configuration panel: On the designer canvas, click Start event.
- In the configuration panel that opens, configure the start event. For more information about configuring the start event, see Start event configuration panel.
Design the workflow
- Drag the required workflow actions to the designer canvas and configure the actions. For more information about available actions and how to configure them, see Workflow actions.
- Alternately, you can import a workflow template from the Process Accelerator Gallery. To import a template to your tenant, do the following:
- Go to Process Accelerator Gallery.
- From the left navigation, under CAPABILITY section, select Workflows.
- In the DEPARTMENT section, select the relevant department, for example, Human Resources.
All the human resources related templates such as Employee onboarding and leave request are displayed.
- On top of the Process Accelerator Gallery page, in the Import workflows directly into your Nintex Workflow Cloud tenant section, type your tenant name.
- Click I Want This! on the required template, for example, Nintex Workflow Cloud Leave Request.
A Nintex Workflow Cloud Direct Import dialog is displayed.
- Click Ok.
The Workflows page is displayed. The import section is populated with a Workflow key and a default Workflow name.
- Type a workflow name and click Import.
The template is listed in the Workflows page. You can now make the required edits and publish the workflow.