Access the Nintex Workflow designer
Use the Nintex Workflow designer to create workflows and edit existing workflows. You can access the Nintex Workflow designer from a SharePoint list, document library, site, or the Nintex workflow inventory page.
To create a list workflow
- Access the list or library.
-
In the List or Library tab, in the ribbon, click the down-arrow for Workflow Settings and then select Create a Workflow in Nintex Workflow.
If the Select a Workflow Template dialog box appears, you can choose to either select a template or start with a blank canvas.
To create a site workflow
-
Click the settings icon (
) on the upper right, select Nintex Workflow, and then select Create site workflow under Nintex Workflow.
To edit an existing workflow
-
Click the settings icon (
) on the upper right and then select Nintex Workflow to display the Nintex Workflow for SharePoint 2016 page; under Nintex Workflow, click Workflow Inventory. The workflow inventory page for the site or site collection appears.
- (Optional.) To view the workflows for the entire site collection, click View workflows for entire site collection.
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Under the Workflow Name column, click the name of the workflow that you want to view.
A preview of the workflow is displayed.
- Click Edit workflow to edit the workflow in the Nintex Workflow designer.