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Prerequisites: Core Training
Approximate Length: 2.75 Hours
Overview
This course builds on the knowledge learned in the Core training course to develop more complex applications without the need to write code. This course describes the use of Data Sources and Business Values to use external data in an application to implement more complex Form operations, how to create customized email templates, and more advanced Process Timeline configurations to change the operation of the Process Timeline based on internal or external conditions.
Acquired Skills
- Create and configure Business Values to access and use external data, then
- Use that external data to configure Form definition properties to customize your form's operation,
- Create Email Templates to use for notifications in your applications, and
- Configure Timeline Definition properties to customize your Process Timeline's operation.
Designed For
- Implementers
Topics Covered
Datasources and Business Values
- Datasource Object
- Using Datasources
- Business Values
- Data Virtualization
- Using Business Values
Form Operations
- Form Definition Properties
- Form Field Properties
- Filling Dropdown Controls
- Setting Form Data
Email Templates
- What is an Email Template?
- Creating an Email Template
- Formatting Message Text
- Displaying Information with System Variables
- Applying an Email Template to a Process Timeline
- Task Completion via Email
- Using Multiple-Message Email Templates
Process Timelines
- Process Timeline Activity Types
- Advanced Options
- User Assignment options
