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Getting Started with Nintex Forms

The following is a list of good tutorials to get you started with Nintex Forms.  The first article is how to create a Nintex form followed by several other getting started tutorials in no specific order.

Creating a Nintex Form

Nintex forms allow you to modify the SharePoint data entry page on almost all the different types of SharePoint Apps (lists and libraries).  You might want to modify the data entry page to improve the look, show or hide specific fields conditionally, pre-populate some field values, or to add more robust field validation.

Setting field default values

Sometimes with Nintex forms you would like to set a default value for some fields. Some examples of default values include having a date field default to the current date, a dropdown field to a specific value or a people picker field default to the current user.

Hiding fields on a form

You can hide fields on a form based on the current person’s membership in a SharePoint group, or you can hide fields based on values in other fields in the form or the mode (new, edit, view) of the form.

Validating fields on a form

Validation rules can be used to either make a field required (all the time or conditionally) or to check the value of the field to ensure it’s in either in the correct format or the entered value is valid (e.g. Ensure End Date is greater than or equal to Start Date).

Adding new fields to an existing Nintex Form

This tutorial shows to add additional columns or fields to an already published Nintex Form.

Creating a unique title for each submitted form

All Nintex forms should either allow end users to enter a meaningful title or create a meaningful title for them.  The Title field is important as it is the primary identifier for each form entry as displayed on the list views and is what is displayed in search as well.

Getting persons email, phone, or other information

Nintex forms can populate either a selected user in a people picker or the current users email, phone, department, title or other profile information.

Customizing the look of Nintex Forms

There are many customization (Form-Display) options for Nintex forms including adding section headers, paging tabs, hiding the ribbon controls or changing what is displayed in the ribbon, or even adding some css to change the look of the form itself.

Troubleshooting Nintex Forms issues

We’ve added tutorials for the most common issues or questions we’ve seen with Nintex Forms under the forms

About Nick Hurst (84 Articles)
SharePoint and Nintex developer who strives to find easy to deploy and maintain solutions for business problems.

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