2 min read

Advanced Design Concepts

Mar 3, 2023 10:16:17 AM

Prerequisites: Advanced Training, Application Development
Approximate Length: 8 Hours


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
  • 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
Dale Franks

Written by Dale Franks

Dale Franks is the Business Solutions Manager for BP Logix, and is responsible for all Process Director training and documentation.

Learning Paths

Choose the Learning Path that aligns with your role:

Administrator Path
Implementation Manager
Implementer Path
Advanced Implementation Path
Process Director Path

Training Courses

BP Logix offers an extensive array of training courses that cover nearly every aspect of Process Director operations.

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Visit the BP Logix Help Center to submit technical support requests, access Knowledge Base articles, download Process Director files, and engage with our community of users.

About BP Logix

BP Logix helps leaders in regulated industries transform the way they get work done with powerful digital process automation. Our award-winning, low-code platform, Process Director, helps businesses digitize and automate their most complex and unique processes – all while ensuring compliance at every step. 

We are trusted by major brands in regulated industries, including universities and colleges, Fortune 500 pharmaceutical and manufacturing companies, leading financial institutions, utility providers, healthcare organizations, and public sector entities.

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