- Collaboration Manager 365 has to be
licensed and added to your SharePoint
- A license for Nintex Workflows has
to be purchased
- Nintex Workflow has to be added to your SharePoint
Installation, licence and activation
For the use of Nintex Workflows
with Collaboration Manager 365, you have to purchase a license for Nintex
Workflows. Navigate to the ‘Global Setup’ of CM365 and choose ‘Nintex 365’ in
the ‘Settings’ drop-down. Use the link to contact our sales team.
To manage Nintex 365 with Collaboration Manager, you have to enter a API
key. Click on ‘this’ to follow the link.
Fill in the provided form and submit your request. You will receive your
API key via email.
Enter the 22-digit number in the provided field. Save
the API key. Collaboration Manager 365 is now able to communicate with Nintex.
Workflows in CM 365
To create a Nintex Workflow in a list, choose ‘list’ in
the ribbon bar and click the Nintex Workflow icon.
To create a Nintex Workflow in a template or workspace, navigate to the
Site Contents and click the Nintex Workflow icon. To check existing site workflows,
choose ‘Site Workflows’.
You will be redirected to the Workflow Gallery. Modify existing
workflows or click the button to create a new workflow.
Use drag & drop to add actions to your workflow. Configure,
duplicate and delete actions by clicking the ellipsis menu (three dots).