Course Description
Active Workspace
Advanced workflow and access control
Software
Active Workspace 5.2
Language
English
User Level
Intermediate
Pricing ID
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List Price
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Contact us for private event pricing
Live In-Person Duration
1 Day
Live Online Duration
6 Hours
The Advanced workflows course introduces the concept of workflow processes and access control. You will become familiar with the Active Workspace workflow designer where you learn to create workflow processes using task templates, add handlers to modify their behavior, and control data access using access control The Advanced workflows course introduces the concept of workflow processes and access control. You will become familiar with the Active Workspace workflow designer where you learn to create workflow processes using task templates, add handlers to modify their behavior, and control data access using access control.
WHO SHOULD ATTEND
Team members
PROVIDED COURSE MATERIALS
- Student Guide
- Activity Material
PRIMARY COURSE TOPICS
- Introduction to workflow designer
- Modify task behavior
- Creating conditional tasks and success or failure paths
- Troubleshooting your workflow
- Restricting data access in a workflow
- Validate criteria in a workflow
- Working with parallel workflows
- Assigning reviewers and approvers
- Setting task duration and reacting to delays
- Removing workflow targets
- Working with ad hoc process changes and surrogate signoffs
- Tracking in process workflows
- Controlling data access using access manager