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

• Implementers

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