Nintex Forms People

Assignments

October 2014
OneXAcademy, all rights reserved

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Introduction
Tell me and Ill forget;
show me and I may remember;
involve me and Ill understand.
Chinese Proverb
Welcome! A skill can only be mastered by doing, practising, rehearsing and repeating. This
assignments will therefore hand you the tools to directly do what you wish to learn: Nintex Forms.
The presentation, the instructions from the trainer, the reference work and consultation with fellow
course members you will most certainly succeed in not only seeing what Nintex Forms is, but
understanding it as well.
A collection of modules together constitute one training course. Each module has assignments
attached to it. The basic assignments are set in two levels: assignment A for end-users and key-users,
assignment B for IT-professionals. If you have time left, you may work on the additional assignments
(C). Obviously, you may also help your fellow course members (there is no greater learning method,
than explaining things to someone else) and go sparring together over the best solution. You may
also do the additional assignments after the course.

Asnwers sample exam

questions:
1t,2t,3f,4ac,5f,
6f,7t,8f,9acd,10t

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1 Contents
Introduction............................................................................................................................................. 2
1

Assignments Module Overview ....................................................................................................... 4

1.1
Assignment A ........................................................................................................................... 4
1.2
Assignment B ........................................................................................................................... 5
1.3
Extra Assignment C .................................................................................................................. 5
2 Assignments Module The first beginning ........................................................................................ 6
2.1
Assignment A ........................................................................................................................... 6
2.2
Assignment B ........................................................................................................................... 7
2.3
Extra assignment C .................................................................................................................. 7
3 Assignments Adjusting Module Forms ............................................................................................ 8
3.1
Assignment A ........................................................................................................................... 8
3.2
Assignment B ........................................................................................................................... 9
3.3
Extra Assignment C .................................................................................................................. 9
4 Assignments Module Controls on your form ................................................................................ 10
4.1
Assignment A ......................................................................................................................... 10
4.2
Assignment B ......................................................................................................................... 10
4.3
Extra assignment C ................................................................................................................ 10
5 Assignments Module Corporate Identity ...................................................................................... 12
5.1
Assignment A ......................................................................................................................... 12
5.2
Assignment B ......................................................................................................................... 14
5.3
Extra assignment C ................................................................................................................ 14
6 Assignment module Integration .................................................................................................... 15
6.1
Assignment A ......................................................................................................................... 15
6.2
Assignment B ......................................................................................................................... 19
6.3
Extra Assignment C ................................................................................................................ 19
7 Sample exam questions................................................................................................................. 20

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1 Assignments Module Overview

Chapter Introduction
Chapter Activating Nintex Forms
End user or Key user -> Assignment A
IT developer -> Assignment B

1.1 Assignment A
1.1.1 Collect course materials
If your trainer provided you with a printed syllabus, skip 1.1.1.
Beforehand hint: when using the materials on screen, it is convenient to work on two screens: one
with SharePoint and one with the materials. You can use a tablet as your second screen. When you
choose to do so, collect the materials from your tablet for easy use.
1. Create a folder with the files to where you will be saving the course material. Name it for
example Training_Nintex_Forms.
2. Open the email you have received with the key for the course material.
3. Select the complete key. Please Note: select no other characters.
4. Press [Ctrl+c] (copy)
5. Open the internet browser
6. Surf to www.onexacademy.com
7. Click 'Start my training'
8. Click "Enter your Material Key"
9. Press [Ctrl+v] (paste)
10. Click the 'GO' button or the Enter key
11. Save the files in the folder, you have created for this purpose.

1.1.2 Activate Nintex Forms

1.

2.
3.
4.
5.
6.
7.
8.

Open the SharePoint environment according to the

instructions of the trainer (this depends on the training
environment that has been set up for you)
Navigate to the Site where you will execute the assignments,
or create one.
Go to the Site Settings of this SharePoint environment
If you are on a sub site: click 'Go to top-level site settings'
under the heading Site Collection Administration.
Open Site Collection Features under the heading Site Collection Administration.
Click 'Activate' behind "Nintex Forms Prerequisites Feature" and
Click 'Activate' behind "Nintex Forms for SharePoint List Forms"
Navigate to the SharePoint site

1.1.3 Online help

To learn new features you can find a lot online. Have a look:

Open the internet browser

o Browse to: community.nintex.com
o Open youtube.com and search for Nintex Forms

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1.2 Assignment B
1.2.1 Collect the course material.
Use the provided key to download the course materials from www.onexacademy.com.

1.2.2 Activate Nintex Forms

Activate Nintex Forms (Prerequisite Feature en for SharePoint List Forms) in the training
environment you have at your disposal.

1.2.3 Online help

1) Browse to www.youtube.com with the search term Nintex!
2) Who are the ones sharing their Tips&Tricks there?
3) Have a look around at connect.nintex.com.

1.3 Extra Assignment C

1.3.1 Click
Although we have our own environment during this training course, where all the assignments are
carried out, it may be useful for further practice to have an environment available after the course. If
you believe this is useful, apply for a test environment at Nintex: http://www.nintex.com. You can
use these for one month. When using a VM of OneXacademy, it is available for three months.

1.3.2 Sparring
1)
2)
3)
4)

For which questions from the organization would you use Nintex Forms?
Which other solutions do you know for these questions?
Has it been solved now or not? What is the best way to help end users?
Is it worth the time and money?

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2 Assignments Module The first beginning

Chapter The first beginning
Chapter Terminology
Chapter Look & Feel
End user or Key user -> Assignment A
IT developer -> Assignment B

2.1 Assignment A
2.1.1 My first form

Go to the SharePoint site where you exercise (or create one).

Select Site Contents from the left hand menu.
If this is not available, then open the Site Contents via the settings:
Click 'Add an App'.
Create a standard "Contacts List".
a. Click Contacts
b. Type the name Contacts List
c. Click Create
Click the Contacts list
Select the tab List:
Select the button Nintex Forms.
You do not need to change settings.
Publish your form with the Publish button:
Confirm the Publish action
Click OK
Click Close to Leave Nintex Forms:
Click on 'new item':
Fill out the form with your own data or an imaginary person
Close the form with Save
Watch the data in the list

2.1.2 Keywords
1) Scan the keywords in the chapters of module 2. What terms are unclear? Compare with one
or two fellow trainees. Perhaps you can explain ambiguities to each other.

2.1.3 Have a look

1) Open Nintex Forms in the 'List-ribbon' of the 'contacts list'.
2) How many SharePoint Form Controls are there? What do you suppose they do?
3) What happens with the buttons 'Reset', 'Delete Form', 'Clear All' and
'Versions' if you reduce the size of the active Window to one/fourth
of your screen?
4) What happens with the Ribbon if you select a control on the Canvas?
5) What possibilities are included in the pane List Columns? What are these linked to?

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2.2 Assignment B
2.2.1 My first form

Go to the SharePoint site where you practice or create one.

Add an App.
Create a standard Contacts List. Name it ContactsList.
Open the ContactsList and the tab List.
Choose the button Nintex Forms.
Publish your form. You do not need to change settings.
Close Nintex Forms.

2.2.2 Keywords
Scan the keywords in the chapters of module 2. Which of these terms are still unclear to you? In
groups of two or three, look to see if you have similar terms that are unclear to you or not. Perhaps
you can explain some of the unclear terms to each other?

2.2.3 Assignment Looking

1) Open Nintex Forms in the List-ribbon of the contacts list.
2) How many SharePoint Form Controls are there? What do you suppose they do?
3) What happens with the buttons Reset, Delete Form, Clear All and
Versions if you reduce the size of the active Window to one/fourth
of your screen?
4) What happens to the Ribbon if you select a control on the Canvas?
5) What possibilities are included in the pane List Columns? What are these linked to?

2.3 Extra assignment C

2.3.1 Further looking
1) Have you seen the Help button on the Ribbon? Go and see what you think of it.
2) Create an extra column. Use Create Column from the Nintex Forms Ribbon for this and see
what happens with the possibilities in the pane List Columns.

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3 Assignments Adjusting Module Forms

Chapter Layouts
Chapter Previews
Chapter Versions
End user or Key user -> Assignment A
IT developer -> Assignment B

3.1 Assignment A
3.1.1 Versions and Layouts
1) Open Nintex Forms in the 'List-ribbon' from the contacts list that you have made on the basis
of the assignment of module 2.
2)
3)
4)
5)

What version number has this form now? Version: ______________

Drag with the controls until you are satisfied about the division.
Generate a Preview to see if your satisfaction is justified.
Save your new format.

6) What version number has this form now? Version: ______________

7) In the ribbon, click on Smart Phone.
8) Drag with the controls until you are satisfied about the division. Create a distinguishing order
on the Smart Phone version compared to the desktop layout.
9) Generate a Preview to see if the satisfaction is right.
10) Adjust, if necessary, the form and Save your new format.
11) Which version number does the form has now? Version: ______________
12) Publish the Smart Phone and custom desktop version.
13) Which version number does the form has now? Version: ______________
14) (Only if the practice area is accessible via the internet) Go with the browser of your
Smartphone to the SharePoint environment
15) Log in and add a contact in the contacts list.

3.1.2 App version generation

(only if the used SharePoint farm is accessible via the internet)
1) Open Nintex Forms in the 'List-ribbon' of the Contacts list.
2) Choose from Layouts a Layout whose name begins with 'Nintex
Mobile ... ' and pick one that fits your mobile device.
3) Publish the form again using the Publish button
4) Download and install the Nintex Mobile app from the App
store/Marketplace of your mobile device.
5) Open the App and sign in to the SharePoint farm.
6) Fill out the form and save.
7) If you still have some time: change something recognisable on
the Mobile App form, click Preview and open it on your mobile
device.

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3.2 Assignment B
3.2.1 Version numbering and layouts
Play with the version numvers of the contacts lists form you made at the assignment from module 2.
1) Save and Publish the form to see the following version numbers:
Version 1.1
Version 1.2
Version 2.0
2) Create a Smartphone or tablet version of the form. Rearrange the controls so you can easily
distinguish it from the desktop layout.
3) Fill it out in the internet browser of your mobile device so the data appears in the list.

3.2.2 Generate App form

1) Create a 'Nintex Mobile [for your smartphone or tablet] ' -version of the form and again
publish the form.
2) Install the Nintex Mobile App.
3) Sign in to the SharePoint training environment and fill out the form in the Nintex Mobile
App.
4) Change something recognisable in the form and inspect the preview on your mobile device.

3.3 Extra Assignment C

1) For which devices can you make layouts?
2) Can you find where in the Nintex Forms Settings you can manage the various layouts (only
visible if you have the rights in the SharePoint environment assigned to you)?

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4 Assignments Module Controls on your form

Chapter Labels
Chapter Insert controls
Chapter Buttons
End user or Key user -> Assignment A
IT developer -> Assignment B

4.1 Assignment A
1) Create an empty, new List named Cash withdrawal.
2) Open Nintex Forms.
3) Create space on the Canvas. Remove the attachments section. Drag the Save and Cancel
buttons to the end of the form.
4) Drag and drop labels and data entry controls to the form for:
The name of the cash receiver,
The budget number,
Reason for withdrawal,
The currency,
Amount of money,
Date that the money is required,
Date that the change will be settled and
The name of the authorising officer.
5) Align the controls
6) Publish the form
7) Add an item to the list, using the form.

4.2 Assignment B
1) Create an empty, new List Cash withdrawal.
2) Open Nintex Forms.
3) Modify this almost empty form to a form for administering withdrawal of cash. Drag and
drop the labels and entry controls you need to the canvas. Make sure that there is a field for
the name of the receiver, the budget number, reason for withdrawal, the currency, amount
of money , the date the money is required, the date that the change will be settled and the
name of the authorising officer.
4) Publish the form and try it by adding an item to the list.

4.3 Extra assignment C

4.3.1 For End-users/Key-users:
Columns pair
1) Create a column in the settings of the SharePoint list for the each control that you
just have used :
2) Connect the controls to the corresponding column. To do
this, select the control. In the ribbon you select the
applicable column behind 'Connected to':

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3) Publish the form again.
4) If required, alter the view to make the additional
columns visible:
5) What happens when you fill out the form now?
The function of the Save button
1) Open a form.
2) Open the settings of the Save button.
3) Replace the function of the button to Save and Submit to Save (or vice versa if this
condition).
4) Publish the form.
5) Fill out the form by to add a new entry.
6) What happens now?

4.3.2 For IT developers

Add columns to the SharePoint List for the entry controls and connect them to the created
columns. Publish and complete the form again.
Program a function with a jest (make the display dance, all imports turns purple, the
calculator opens whatever you like) and assign the function to an additional button.

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5 Assignments Module Corporate Identity

Chapter Style and Design
Chapter Images and Logos
Chapter CSS
Chapter Templates
End user or Key user -> Assignment A
IT developer -> Assignment B

5.1 Assignment A
5.1.1 Apply branding
Create logo library
1) Navigate to the site where the library with logo images is to be created
2) Select Site Contents on the menu to the left or from the drop-down menu
with SharePoint settings.
3) Click add an app
4) Choose the Picture Library
5) Name it Branding
6) Click Create
7) Save a picture of the logo of your organization in this library.
Tip: If you have no original file available: with Snippit, Send to Onenote or comparable
screenshot tool you can copy the logo of the website and save it.
8) Select the item in the library and copy the URL to the clipboard.
Insert Logo
1)
2)
3)
4)

Open the list or library of which you want to change the logo.
Select the current logo
Paste the contents of the clipboard at the place for the URL.
Resize the image as desired.

Adjust Colour
1) Find the hexadecimal colour numbers of the company colours in the brand guide
Tip: else pick a colour from a colour number scheme on the internet.
2) Open the settings of the Nintex Form.
3) Open Appearance
4) Adjust the background color with the colour code.
5) Adjust the colors in other places as desired.
6) Save the changes made to the settings.
7) In the preview you can see how the form looks like now.
8) If the colours are to dark: reset the colour of the background to white ( #ffffff) or light gray (
#e5e9ec). Or set the text color to white. Create a preview and save the changes made to the
settings again.
9) Save the adjusted form or publish it .

5.1.2 Use CSS

In order to see how you can use CSS we simply copy and paste:

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1) Add an additional label and a new control (Single Line Texbox) to the form. Change the text
of the label into a sensible addition to the form.
2) Align them with the other labels and controls.
3) Select a different label and copy the CSS formatting of that label to the clipboard.

4)
5)
6)
7)

Select the new label and paste the contents of the clipboard to the CSS formatting settings.
Repeat step 3 and 4 for the data entry control.
Preview the form
Publish the form.

5.1.3 Templates
Use the form of which you have just adjusted the branding.
Create Template
1) Remove all the elements (labels and data entry controls), which dont come back on every
form.
2) Export the form and save the file as NF_Template or another recognizable name, on a place
where you can quickly find it (for example, the desktop).
Assign Template
Please Note: you can only do this job if you have an admin account on the SharePoint Central
Administration.
1)
2)
3)
4)
5)
6)

Go to the Central SharePoint administration

Open Nintex Forms Management
Open Manage device layouts
Scroll down to Templates
Browse to the file of the exported form and select it.
Choose Upload

Use the Template

Navigate back to the SharePoint environment, add a new list and generate the Nintex Form.

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5.2 Assignment B
5.2.1 Apply Branding
Adjust one of the forms you have just created, with the branding of your own organization.
1) Make sure that the logo is at the top part of the form.
2) Make sure that the colours of the background, the text and lines correspond with the
colours of the brand (if you do not know the colour numbers: estimate with an online colour
number scheme)
3) Add a label and an input field. Align them with the other controls. Copy the CSS formatting
of a label / data entry control that already was there to the new label/input field.

5.2.2
1)
2)
3)
4)
5)
6)

Create Template
Set the desired screen resolution in your corporate identity form
Align the recurring controls.
Remove everything you don't need to your template.
Export the form to become the template.
By not saving the emptied form, you undo the removal of controls.
Deploy the template. Try it by creating a form for a new list/library.

5.3 Extra assignment C

5.3.1 More pretty!

Complete your form with a banner or photo.

Change the colours. Make this one time a pallet (don't do this at home).

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6 Assignment module Integration

Chapter Content types
Chapter Nintex Live
Chapter Workflow integration
End user or Key user -> Assignment A
IT developer -> Assignment B

6.1 Assignment A
6.1.1 Activate additional Nintex features

Open SharePoint
Navigate to the Site where you will make the jobs, or make
one.
Navigate to the Site Settings of this SharePoint environment:
If you're on a sub site: click 'Go to top-level site settings'
under the heading Site Collection Administration.
Open Site Collection Features under the Site Collection
Administration heading.
Click 'Activate' behind "Nintex Workflow",
Click 'Activate' behind "Nintex Forms for Nintex Workflow" and
Click 'Activate' behind "Nintex Live Forms".
Navigate to the SharePoint site.
Please note: activate Nintex Workflow is activated per site, so if you are on a sub-site within the
Site-collection, activate Nintex Workflow on that level as well.

6.1.2

Content Type

Create Template
1. Open Word with a blank document
2. Make a 'blank' internal memo with the following content:

Internal Memo
From:
Memo#:
To:
Version:
Subject:
Date:
3. Save the document as Template_Memo, to a map you easily find, for example on the
desktop.
Create Test Documents
1.
2.
3.
4.
5.
6.

Create a new document in Word

Type Test document 1
Save as Testdocument1 on a place that you easily find
Change the 1 into a 2
Save as Testdocument2
Close Word

Create and set Document Library

1. Create a Document Library for Internal memos :
a. Go to Site Contents

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2.
3.
4.
5.
6.
7.
8.
9.

b. Select: Add an App

c. Choose: Documents Library
d. Name it InternalMemos
e. Click Create
Click on the tab 'Library' of the ribbon.
Open the Settings and then select Advanced Settings
Activate Content Types
Close the Advanced settings
Navigate to the Library ribbon and click Nintex Forms to generate the Nintex Form.
Create space at the top of the form for an additional label
Add a label and name it " General document in this library"
Publish the form

Create Content type

Set the content-type at site collection level.
1)
2)
3)
4)
5)

6)
7)
8)
9)
10)
11)
12)

Navigate to the site collection level

Open the Site-Settings
Choose Site content types under the heading Web Designer Galleries
Click Create
Complete the basic settings:
Name: MyInternalMemo
Parent Content Type: Document Content Type
Put this site content type into: NEW GROUP (tip: use an 'a'+ your initials)
Open the Advanced Settings
Upload the template that you have just created with Word and click OK
Choose under heading Columns for Add from existing site columns
Add two columns to your satisfaction and attach the choice
Click Edit form with Nintex Forms. You find it under the settings heading.
Create space at the top of the form and add a label My Internal Memo Form
Publish the form

Assign Content type

1.
2.
3.
4.
5.
6.

Navigate to the Document Library InternalMemos

Open the Settings
Choose under Content Types for Add from existing site content types
Select the group that you just created and select the Content Type MyInternalMemo
Confirm by clicking OK
Leave the settings

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Try Content type forms
1. Navigate to the Document
Library InternalMemos
2. Click on the tab Files
3. Select the drop-down New
Document
4. Choose Document, upload
testdocument 1 and complete
the form. Which form do you
use?
5. Click on the tab Files
6. Select the drop-down New
Document
7. Choose InternalMemo, upload testdocument 2 and fill out the form. Which form do you use
now?

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6.1.3 Nintex Live

The marketing department wants a Poll on a new brand name 'Tyyl' for all the people they can reach
through social media. Find in the Syllabus how to publish with Nintex Live.
Create a Custom List, name it Poll and generate the Form using Nintex Forms.
Change the text of the label 'title' to: If I see Tyyl, I feel:
Remove the Attachment control and publish the form for Nintex Live.
Fetch the URL and complete the form through the browser. Also fill out form of a few co-trainees.

6.1.4 Workflow
The answers to the poll of course must be processed. The most original entries will be taken into
account by the marketing department, when launching the new brand.
We make a mini-workflow, in which the entries will be assessed on usability.
1.
2.
3.
4.
5.
6.
7.
8.
9.
10.
11.
12.
13.
14.
15.
16.
17.
18.
19.
20.
21.
22.

Go to the ribbon of the Poll list

Select the drop-down menu of Workflow Settings
Select Create a Workflow in Nintex Workflow
Choose a Blank Workflow and click Create
Choose from the left menu the tab 'User interaction'
Drag a Request approval to the small square on the Workflow canvas
Double-click the Request Approval
Open the booklet after the box for Approvers
Open Internal Search
Type your name or username
Select yourself
Click Add
Click OK
Then click Edit Task Form
Save the form and Close Nintex Forms
Save the Request Approval
Open the Workflow Settings
Set ' Start when items are created' to Yes
Save the Workflow Settings
Select Publish
Click Submit
Close the Workflow configurator

Try your Workflow

1.
2.
3.
4.

Create two new items at the Poll

Navigate to the Site Contents
Open Workflow tasks
Settle the job!

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6.2 Assignment B
6.2.1

Activate Additional Nintex features

Activate in the site collection administration the following Site collection Features: "Nintex
Workflow", " Nintex Forms for Nintex Workflow" and "Nintex Live Forms. Activate : "Nintex
Workflow" on each sub-sites where you want to use Nintex workflows.

6.2.2 Content types

Create your own document example for this assignment.
1) Coordinate: follow at point 5, 6, 7 and 8 another route than the co-trainees.
2) Create an Office file and save it as a Template.
3) Create at Site collection level, at the Site Content Type settings, a new Content Type. Make it
a Document Content Type.
Place it in an easy-to-find group.
Add your just created office template, as the template of this Content Type.
4) Activate Content Types in a (new) Library.
5) Add the newly created content type to this Library.
6) Add a few relevant columns. Do this either at the Content Type or at the Library.
7) Create the form for your Content Type. Do this either at the Content Type or at the Library.
8) Add the content type to the Library
9) Try together all combinations (of library settings/content type management) and compare
with your fellow trainees.
How did you and how to the others?
What does work/not?
What method is handy?

6.2.3 Public Poll

The marketing department wants a Poll on a new brand name 'Tyyl' for all the people they can reach
using social media. Find in the Syllabus how to publish with Nintex Live.
Create a Custom List, name it Poll and generate the Form using Nintex Forms.
Change the text of the label 'title' to: If I see Tyyl, I feel:
Remove the Attachment control and publish the form for Nintex Live. Fetch the URL and complete
the form through the browser. Also fill out the form of a few co-trainees.

6.2.4 Workflow
Create a List for the administration of borrowing multimedia equipment for meetings and events.
The organization has a beamer set (beamer + laptop), a beamer, 2 HDMI cables, three remote
controls, 1 digital still cameras, 1 digital video camera, 1 gopro.
The applicant should indicate: who he is, what he needs (checkbox per item: yes/no), indoor or
outdoor and when it is needed (from - to).
A staff member of the helpdesk will check the agenda to see if the requested equipment is available
at the requested time. The applicant will get a mail whether or not the requested equipment is
available.
Create a workflow for the settlement of the equipment pool.

6.3 Extra Assignment C

Elaborate a personal case.

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7 Sample exam questions

The exam consists of 25 questions. Here are 10 examples of questions as they may appear on the
exam. Most questions will be in the form of true/false statements. There are some multiple choice
questions as well, some of which have more correct answers. Each participant will receive a random
selection from the total set of questions. The questions in the test do not follow the sequence of the
course material.
Question 1
Nintex Forms is a development tool on Microsoft SharePoint and follows the same version number
course. True or false?
Question 2
One click on the button can remove all controls on a form. True or false?
Question 3
Settings of a control you will find only in the settings dialogue window. True or false?
Question 4
To manage layouts you have the following at your disposal in your Nintex Forms screen: (pick all
correct answers)
a) replace with layout
b) linked layouts
c) delete layout
d) move layout
e) rename layout
Question 5
When saving version 2.1 you get version 3.0. True or false?
Question 6
With the Reset button you return to version 1.0. True or false?
Question 7
You can use a label to give a form a clear title. True or false?
Question 8
An insert control of the type Single Line Textbox is always directly linked to a SharePoint Column
upon insertion. True or false?
Question 9
CSS is applied: (pick all correct answers)
a) to font types
b) to controls
c) to the entire form
d) to the buttons
e) to the SharePoint List-columns
Question 10
For a cascading choice, apart from a source for the form, there are at least two SharePoint lists
required from which information is retrieved. True or false?

2014 OneXAcademy

Assignments Nintex Forms 2013