Course curriculum

  • 1

    Welcome!

    • Before We Begin...
  • 2

    Form Configuration

    • Section Overview

    • Forms Overview

    • Field Types

    • Groups

    • System Fields

    • Calculations & Validations

    • Show/Hide Conditions

    • Cascade

    • Reordering & Deactivating Fields

    • Permissioning

    • Form Content Overview

    • Import & Export

    • Try It: Create an Order Form & Fields

    • Testing Forms Overview

    • Creating a Select Field With Lookup Content

    • Setting up Flights
  • 3

    Tasks

    • Section Overview

    • Tasks Overview

    • Nylas Calendar Connection
  • 4

    Workflow Configuration

    • Section Overview

    • Workflow Overview

    • Workflow Actions

    • Workflow Steps Overview

    • Statuses

    • Rules Overview

    • Routing Rule Set Overview

    • On Demand Steps

    • Auto Assignments

    • Interlocking Rules

    • Cancellation Reasons

    • Edit Logic

    • How to Test a Workflow

    • Testing Scheduled Rules Overview

    • Cancel Logic

    • Scheduled Routing
  • 5

    Finishing Up

    • You're almost done!

    • One More Thing...