One of the most powerful features in SharePoint that doesn’t get used nearly as often as it should is workflow.
One of the reasons for this is that many people are just intimidate by it. They might use some “Out-of-the-Box” approval workflows but beyond that the idea of creating a custom workflow is seen as beyond their capabilities.
On the other hand, Nintex has a workflow product that integrates seamlessly into the SharePoint user interface so it does not require using Visual Studio or SharePoint Designer. Nintex Workflow provides an intuitive visual interface that makes creating and maintaining workflows much easier.
I want to build a simple vacation approval workflow. To get start with, click on the Nintex workflow settings
Select the “Send an Email” action and insert
Workflow should look like this
Configure the “Send and Email” activity.
Now you can “Publish” the workflow
Add an event on the calendar, it should trigger the Email notification.
We can enhance the workflow a bit by adding the required conditional flow
We want to review the vacation requests and all other requests would be auto approved.
Add an “Update List Item” action to update the status of the request.
You can simply copy the existing “Update List Item” action to update the status otherwise.
Workflow would look like this by now
We want to assign a task for the manager to review the request.
Once it has been reviewed, we want to send an Email notifying the user.
as well as – most of the time, manager would prefer Email to approve/reject the request. It can be supported by enabling the “Lazy approval”.
If you see closely, Due date is not set properly and it would be right now by default. However, we could manage this. Add “Add Time to Date” action.
and use it when you assign a task to the manager.
We would also add an Item on the list as shown below.
Start the workflow to add an Event on the Calendar List.
Import/Export would support coping the workflow across the SharePoint farm.
Refer this article on how to avoid implementation problems.