Install the apps

To get started you must first install the Nintex Workflow for Office 365 and Nintex Forms for Office 365 apps in your SharePoint site.

Important: Install the Nintex Automation Cloud app to directly access your integrated Nintex Automation Cloud tenant from a SharePoint list or library. For more information about the Nintex Automation Cloud app, see the Install the Nintex Automation Cloud help topic.

Nintex Forms for Office 365

Build forms within your SharePoint Online environment and use it with Nintex Workflow for Office 365 to create and publish forms that can be built into your automated workflows. After you install Nintex Forms for Office 365 app into a SharePoint site collection, each list or document library in the site will provide access to Nintex Forms in the ribbon.

To learn more about forms and the forms designer, see Forms.

Nintex Workflow for Office 365

Create and reuse list and site workflows, all from within the familiarity of your Office 365 tenant. Users can easily build workflows to automate any business process. After installation you can access the Nintex for Office 365 app from a Site List or Document Library, or the Site Contents page. Browse the topics below to learn more about Nintex Workflow for Office 365.

• Workflow Gallery: This is where you'll get access to your workflows, connections and settings.
• Designer: You’ll use drag-and-drop actions to build your workflow in the Designer.
• Workflow Settings: This is where you’ll administer your tenancy.

Installing the apps

For information about the minimum permissions required, see Minimum permissions .

• Nintex Workflow for Office 365: To create site and list workflows.
• Nintex Forms for Office 365: To design forms for list items, documents, or document sets.

Install the Nintex Automation Cloud app to directly access your integrated Nintex Automation Cloud tenant from a SharePoint list or library. For more information about the Nintex Automation Cloud app, see the Install the Nintex Automation Cloud help topic.

1. On the SharePoint site where you want to add the app, go to Settings and then select Add an app.The My apps page is displayed.
2. On the menu on the left click SharePoint Store.

3. Find the apps to install by scrolling through available apps or use the search box to search for the app and click Add. These apps can be added to the site in any order, as there is no dependency between them, other than needing the Forms app to create custom task forms within workflows.

   Important: 

   • If you see Request (instead of Add), you need approval from your SharePoint administrator to add the app.

   • To add the app to any site the Enable this app and add to all sites option must be selected when approving the app request.

4. Review the data access and permissions for the app and click Trust it.

   This action sets the permissions that it needs during the installation and grants the app access to the site.

After you’ve installed an app, you can find it in the Site Contents page.

Integration with a Nintex Automation Cloud tenant allows users to directly access Nintex Automation Cloud when the Nintex Workflow for Office 365 app is opened from the SharePoint site that it's installed in. For more information, see Integration with Nintex Automation Cloud.

Removing the apps

If you no longer need the apps on your site, you can remove it through the Site Contents page.

1. In the SharePoint site, open the Site Contents page.

2. In the app list point to the app that you want to remove, click , and then click Remove.

3. Click OK to confirm that you want to remove the app.