Learning Objectives

by completing this course, you'll be able to:

  • Create order, task, client, and product forms

  • Distinguish between field types

  • Set up form fields, form groups, and flights

  • Create new tasks

  • Link tasks to a Task form

  • Set up task reminder calendar notifications

  • Visualize workflows that trigger actions in the platform

  • Identify when rules are needed in your workflows

  • Create logic to edit or cancel tasks in a workflow

  • Test a workflow's configuration to determine if it behaves as you intended

Course curriculum

    1. Before We Begin...

    1. Section Overview

    2. Forms Overview

    3. Field Types

    4. Groups

    5. System Fields

    6. Calculations & Validations

    7. Show/Hide Conditions

    8. Cascade

    9. Reordering & Deactivating Fields

    10. Permissioning

    11. Form Content Overview

    12. Import & Export

    13. Try It: Create an Order Form & Fields

    14. Testing Forms Overview

    15. Creating a Select Field With Lookup Content

    16. Setting up Flights

    1. Section Overview

    2. Tasks Overview

    3. Nylas Calendar Connection

    1. Section Overview

    2. Workflow Overview

    3. Workflow Actions

    4. Workflow Steps Overview

    5. Statuses

    6. Rules Overview

    7. Routing Rule Set Overview

    8. On Demand Steps

    9. Auto Assignments

    10. Interlocking Rules

    11. Cancellation Reasons

    12. Edit Logic

    13. How to Test a Workflow

    14. Testing Scheduled Rules Overview

    15. Cancel Logic

    16. Scheduled Routing

    1. You're almost done!

    2. One More Thing...

About this course

  • 38 lessons
  • Intermediate
  • 2.5 hours to complete