Prerequisites: Advanced Training, Application Development
Approximate Length: 8 Hours
Overview
This course covers the advanced principles of designing Process Director applications. This course assumes the student has completed the Core, Intermediate, Advanced, and Developing Applications training courses as a prerequisite. The student will be expected to apply knowledge from previous training courses to implement advanced concepts into an application’s design without detailed instruction.
Acquired Skills
- Create a multipurpose application.
- Apply visibility and enabling scenarios to Form controls
- Perform a DateDiff calculation
- Create and display Milestones in a Journal control
- Create custom validation rules for a Form
- Implement a Save button on a form
- Use a Sequence Number system variable to create self-managing custom sequences
- Use a Parent activity to control the behavior of an approval process
- Configure Timeline Activities with multiple results that have visibility scenarios applied
- Configure a multipurpose email template
- Create a super search Knowledge View
Designed For
Topics Covered
Designing Applications in Process Director
- Application Complexity
- Multi-purpose application design
- Results/conditions
- Milestones/Journals
- Approval Comments
- Conditional Execution
- Custom Form Display
- Custom Validation
Forms
- Form Validation
- Special Validation
- Advanced Form Behaviors
- Form Completion
Process Timelines
- Multi-Purpose Timelines
- Process Timeline Requirements
- Mapping the Process Timeline
- Setting Sequence Numbers
- Creating an Approval Loop
- Configuring Multipurpose Activities
Configuring Notifications
- Email Templates
- The Notification Activity Type
- Setting Section Visibility Scenarios