What you'll learn

Workflow Management Course

Overview

This course provides an in-depth understanding of workflows and how they enhance efficiency and productivity in business processes. Participants will learn how to design, implement, and manage workflows to streamline information flow, improve notification and approval processes, document actions, and set field values in transactional screens. The course covers various ways to trigger workflows, including button clicks and record saving.

Course Objectives

• Design and implement effective workflows.
• Utilize workflows for notifications, approvals, and documentation.
• Trigger workflows through different actions.
• Optimize workflows for speed and efficiency.

Course Content

• Workflow Setup
• Workflow Processor
• Configurations