Advanced Training

Prerequisites: Intermediate Training
Approximate Length: 3.75 Hours

Overview

This course covers advanced Process Director operations, such as using synchronous and asynchronous subprocesses, managing the development, test and production cycle, exporting and importing objects, creating a permissions methodology, advanced Form operations, and the use of the Goal object to create automated processes that can start autonomously based on any evaluable condition, such as changes to data outside of Process Director.

Acquired Skills

• Create and configure synchronous and asynchronous subprocesses and manage running processes.
• Perform common tasks in the Development, Testing, and Production cycle, to include importing and exporting applications between systems, and creating a permissions methodology.
• Implement Form operations like configuring visibility and enabling scenarios, transforming forms, and handling document attachments.
• Create and Configure Goal objects to automatically evaluate conditions and start processes on a scheduled basis.

Designed For

• Implementers

Topics Covered

Processes & Subprocesses

• What is a Subprocess?
• Synchronous vs. Asynchronous
• Subprocesses in Process Director
• The Process Timeline Activity Type
• The Run Process Custom Task
• Administering Process Instances
• The Analyze Timeline View
• Timeline Errors
• Errors After Changing Existing Processes

The Development, Test, and Production Cycle

• Importing/Exporting Content
• Development/Staging/Production Environments
• Content List Folders
• Folder Structure for Applications
• Folder Structure for Shared Objects
• Users and Groups
• Export and Import Process
• Content List Organization

Permissions Methodology

• What are Permissions?
• Users
• Children
• Permission Types
• Permissions Methodology
• Delete Permissions

Process Director Utilities

• The BPImport Utility
• The BPEmailImport Utility

Forms

• Visibility/Enabling Scenarios
• Set Readonly Options
• Set Display Options
• Transforming Forms to Print
• Attachment Handling

Goals

• Configuring Goals
• Handling Goal Results