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Getting Started with Workflow

Overview

In this example we're going to model a process that involves two users. The first is a member of the public who fills out a form on your website. The second is a customer service agent who works for your organisation.

When the first user submits the form, a task is assigned to the customer service team. One of the team carries out the task, replying to the user. The process then sends an email to the original user.

You can find out about launching the process modeller and editing and deploying a process in the Workflow Processes documentation.

You can download the two forms and workflow model described in this tutorial from the downloads section of this article. The zip file includes instructions to help you set things up in your own iCM.

Last modified on 22 January 2024

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