In this course, we will look at how workflow processes can be developed to support custom business requirements. We'll see how various nodes can be used to design business logic and route records to individuals and groups of individuals for approval or action.Virtual LearningThis interactive training can be taken from any location, your office or home and is delivered by a trainer. This training does not have any delegates in the class with the instructor, since all delegates are virtually connected. Virtual delegates do not travel to this course, Global Knowledge will send you all the information needed before the start of the course and you can test the logins.
COURSE OBJECTIVE:
After completing this course, you should be able to: • Understand workflow designer application and configurations • Create roles • Create actions • Create condition, manual input, interaction, task, wait and subprocess nodes • Understand benefits of escalations in workflow • Understand different methods of routing workflow • Understand procedure of escalating assignment of tasks • Understand procedure of configuring escalation to initiate workflow
TARGET AUDIENCE:
Implementation Consultants, Administrators, Technical Sales, System Users
COURSE PREREQUISITES:
Not available. Please contact.
COURSE CONTENT:
Module 1: Introduction to Workflow Planning and Design • Course Objectives • Describe the importance of Workflow • Describe the different stages of a Workflow • Understand Workflow Actions • Describe different Workflow components • Understand Sample Workflow Module 2: Introduction to Workflow Designer • Workflow Designer Application • Different tabs available • Use of fields • Use of Actions • Workflow ProcessesModule 3: Workflow Administration • Workflow Administration application • Use of Workflow AdministrationModule 4: Roles in Workflow • Role Usage • Role Types • Permissions and Workflows • Person Groups • AUTOACCEPT and AUTOREJECT RolesModule 5: Actions in Workflow • What are Actions? • Different Types of Actions: Application Actions, Set Value, Change Status, Action Groups, Command Line Executable, Automation Script Action, Custom Class Action • Using Actions in ApplicationsModule 6: Condition Nodes • Concept of Condition Nodes • Creating Condition Nodes • Condition Node Configuration • Different types of ConditionsModule 7: Task Nodes • Task Node Overview • Creating Assignments • Conditional Assignments • Assignee Relationships • Calendar Based Assignments • Escalating Assignments • Advanced Task Usage Module 8: Manual Input Nodes • Using Manual Input Nodes • Configuring Choices • Example Configuration • Conditional OptionsDemonstration: Creating a Simple WorkflowStudentExercises: Lab 1: Simple WorkflowModule 9: Escalations in Workflow • Benefits of Escalations in Workflow • Different ways of launching workflows • Escalate the Assignment of a task • Initiate a Workflow using EscalationsModule 10: Interaction Nodes • Message Display • User redirection • Triggering an Application Action • Triggering another WorkflowDemonstration: Interaction NodesModule 11: Workflow Subprocesses • Concept of Condition Nodes • Creating Condition Nodes • Condition Node Configuration • Different types of ConditionsModule 12: Wait nodes • Concept of Wait Nodes • Properties of Wait Nodes • Use of Wait NodesDemonstration: Subprocess NodesStudent Exercises: Lab 2: SR Workflow
FOLLOW ON COURSES:
Not available. Please contact.
