How to add pre-built workflows to my Nintex Workflow Cloud tenant USER GUIDE

Transcription

1 How to add pre-built workflows to my Nintex Workflow Cloud tenant USER GUIDE November 2018

2 Contents What is the add pre-built workflows to my Nintex Workflow Cloud tenant process? 2 The request form 3 Personal access tokens 4-5 Existing workflows address What workflows? Submitting the request 8 FAQ 8 Personal access token note 9 Nintex.com How to add pre-built workflows to my Nintex Workflow Cloud tenant USER GUIDE 1

3 What is the add pre-built workflows to my Nintex Workflow Cloud tenant process? This process provides easy access to import pre-built workflows to Nintex Workflow Cloud. It has been designed to help you build processes faster and provides instant access to workflow designs (to see how they were built). For those new to using Nintex Workflow Cloud, this is a helpful learning experience. Nintex.com How to add pre-built workflows to my Nintex Workflow Cloud tenant USER GUIDE 2

4 The request form To start the process, complete a quick form and select the Nintex pre-built workflows you want to import to your Nintex Workflow Cloud tenant. Access the form online: Complete each field of the form by typing in or select one of the available options. All fields must be completed. When clicking on the workflow types, sections will expand to reveal the applicable workflows available to you. Once you have completed the form, click Submit to process the request and have the workflows imported into your tenant. As the number of workflows you select increases, the time it takes to import those into your tenant will Increase. You will receive an when all the selected workflows have been imported. Nintex.com How to add pre-built workflows to my Nintex Workflow Cloud tenant USER GUIDE 3

5 Personal access tokens The first text box on the form asks for a Personal Access Token. This will allow the selected workflows to be imported, in draft format, into your Nintex Workflow Cloud tenant. Once in settings, on the left, you ll see a panel of links. Click the very last link Personal access tokens. To find your Personal Access Token, first login in to your Nintex Workflow Cloud tenant and click Settings in the top right (as visually depicted). This token gives you access to the Nintex Platform API. Nintex.com How to add pre-built workflows to my Nintex Workflow Cloud tenant USER GUIDE 4

6 If you don t already have a token, click the Create new button on the right, name the token (such as <yourname> s Token) and click Create. Now that the token has been created, click on the ellipsis ( ) to the right of your token and a drop down menu will appear. Select View Token. You ll be presented with the token, which is a large string of text. To copy it, click the copy icon at the end of the token: Once copied, go back to the main form and paste that into the My Access Token field. Nintex.com How to add pre-built workflows to my Nintex Workflow Cloud tenant USER GUIDE 5

7 Existing workflows address Over time you will come back to this form to see what other workflows are available to you. If you select workflows that match the names of existing workflows on your tenant, you have two options for how to add the new workflow. Insert your corporate address. The process, once complete, will send you an to let you know what workflows were imported into your environment as well as any issues that may have occurred during this process. This is a required step. You can select Overwrite Existing, which will delete your existing workflow of the same name, and the requested workflow will be imported in its place. The other option is Append Unique ID which will allow you to edit the workflow name, and import the new one without overwriting the existing workflow. Nintex.com How to add pre-built workflows to my Nintex Workflow Cloud tenant USER GUIDE 6

8 What workflows? The workflows that are available to you are divided into nine categories including: All: Check this box to get ALL the Shared workflows. All other checked boxes will be ignored, if this option is selected. General: These are more generic workflows. Component: Reusable workflows that you can call from other workflows. HR: HR related workflows. Finance: Finance related workflows. Healthcare: Healthcare related workflows. Legal: Legal workflows. IT: IT workflows. Sales and Marketing: Sales and Marketing workflows. When you check the box for one of the Workflow Types, it will expand to show you all applicable workflows. Example, I ve checked the Component Workflow option and will see applicable workflows that are available to select in this category. Nintex.com How to add pre-built workflows to my Nintex Workflow Cloud tenant USER GUIDE 7

9 Submitting the request FAQ Once you have completed the form fields and selected the workflow you want, click the Submit button on the bottom right of the form. This will initiate the process. Depending on the number of workflows you ve selected, it will take approximately 5-10 minutes for the workflows to appear on your Nintex Workflow Cloud tenant. Can I make changes to these workflows? Absolutely. These are now your workflows. You can name them what you wish and make any changes you need to make them to do what you need. Are these considered Development or Production Workflows? Neither. These will import as draft workflows. In many cases, you will need to make some changes to get them to a state where you can publish them, such as choosing a connector or changing an action from Box to OneDrive. Will this impact my licenses? Not at all. The workflows are imported as draft workflows. They will not impact licensing until you choose to publish them to production. Nintex.com How to add pre-built workflows to my Nintex Workflow Cloud tenant USER GUIDE 8

10 Personal access token note After you have received the confirming the selected workflows were imported into your environment, you can go back to the Personal access tokens page - click on the ellipsis - and revoke that token -- if you feel it is necessary. Nintex.com How to add pre-built workflows to my Nintex Workflow Cloud tenant USER GUIDE 9

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