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Intermediate Training

Mar 3, 2023 10:16:03 AM

Prerequisites: Core Training
Approximate Length: 2.75 Hours


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
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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Training Portal

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Have more questions? Need help?

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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