Integration with Nintex Workflow

Integration with a Nintex Workflow tenant allows SharePoint Online users to directly access Nintex Workflow via the Nintex Workflow for Office 365 or Nintex Workflow app.

The integration is created in the Nintex Workflow tenant. The integration with Nintex Workflow can be created to a SharePoint Online tenant, or only a Site collection or Site. For more information about integration, see the Integrations topic in the Nintex Workflow help documentation.

Note: If there is no integration created, there is no change in the experience for existing users with the Nintex Workflow for Office 365 and Nintex Forms for Office 365 installed. If the Nintex Workflow app is installed, it gives access to the integrated Nintex Workflow tenant. The Nintex Workflow for Office 365 and Nintex Forms for Office 365 apps are required to keep using Nintex for Office 365.

For more information about the Nintex Workflow app, see the Install the Nintex Workflow app help topic.

When you open the Nintex Workflow app:

  • If an integration is created in Nintex Workflow , the integrated Nintex Workflow is opened enabling the user to directly access Nintex Workflow via any SharePoint list or library.

  • If an integration is not created, the Integrate Nintex Workflow page is displayed.

    • Click Integrate with an existing tenant and follow the instructions to create the integration. For instructions, see the Integrations topic in the Nintex Workflow help documentation.

    • Click Sign-up for a free trial to sign up for a new Nintex Workflow tenant.

    Important:  Nintex Workflow can be accessed using the Nintex Workflow app only from a SharePoint list or library. Site workflows are not supported and Nintex Workflow can't be accessed via Site contents.

When you open the Nintex Workflow for Office 365 app:

Note: If an integration is not created, there is no change in the experience for existing users who are already using the Nintex Workflow for Office 365 app.

  • Existing users already using the Nintex Workflow for Office 365 app: The Select a Nintex Workflow app dialog is displayed with options to select Nintex Workflow or Nintex Workflow for Office 365 Classic. The option to select one of the designers is shown only if the Allow user to select Nintex Workflow for Office 365check box is selected when setting up the Sharepoint integration in Nintex Workflow.

  • New users that install the Nintex Workflow for Office 365 app: If an integration is created, the integrated Nintex Workflow is opened enabling the user to directly access Nintex Workflow. If an integration is not created the a Set up Nintex Workflow integration dialog is displayed.

    Important: 

    Existing SharePoint On-Premises customers can request access to the Nintex Workflow for Office 365 classic designer. Click the link to the form given in the Set up Nintex Workflow integration dialog and fill the form to request access. When the form is submitted and the request is approved you will be notified via email. When loading the Nintex Workflow for Office 365 app again, you will be presented with the option to open Nintex Workflow or use Nintex Workflow for Office 365 classic.

For more information about creating an integration, see the Integrations topic in the Nintex Workflow help documentation.