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Workflow - Introduction

Learn how to use the workflow modeller, create a workflow process, and integrate with the Self Service website template.

Learning Objectives

  • Understand the terminology used in models, processes and instances
  • Understand the use of site groups and users in workflow processes
  • Be able to create a basic workflow process and start it from a form submission
  • Create workflow user tasks
  • Create a Self Service article to claim and carry out tasks as part of a process instance
  • Make decisions in a workflow

Module Information

  • Length - 2.5 hours
  • Maximum Delegates - 6

Pre-Requisites

Delegates should be competent using the iCM forms designer, be familiar with creating article content in iCM, and have an understanding of general platform principles like site users. A basic knowledge of JavaScript is preferred.

Last modified on 4 January 2023

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