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Configuring a dashboard
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Modul
Configuring a dashboard
1 Thema
15 Min.
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Configure the content and organization of a user dashboard to provide easy access to the information that business users need to know.
Kaskadierende Genehmigungen mit Berichtsstruktur konfigurieren
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Modul
Kaskadierende Genehmigungen mit Berichtsstruktur konfigurieren
2 Themen
20 Min.
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Modellieren Sie die Genehmigungsverarbeitung unter Berücksichtigung einer Berichtshierarchie. So können Sie ein Modell der Genehmigungen durch das...
Creating a child Case
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Modul
Creating a child Case
1 Thema
15 Min.
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Create child Cases to model work that different parties perform, work that follows different reporting options, work that follows different reporting...
Temporäre Cases erstellen und permanent machen
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Modul
Temporäre Cases erstellen und permanent machen
3 Themen
20 Min.
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Verwenden Sie temporäre Cases, um Speicherplatz zu sparen und die Systemleistung zu verbessern.
Defining a customer Microjourney
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Modul
Defining a customer Microjourney
5 Themen
50 Min.
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Learn how Case Types represent a customer Microjourney™ from beginning to a desired outcome. Design the life cycle of a Case Type as a series of Steps...
Decision tables and trees
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Modul
Decision tables and trees
4 Themen
35 Min.
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Decision tables and Decision trees are fundamental to enforcing business decisions. Decision tables are a helpful approach when you must test the...
Designing reports with multiple sources
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Modul
Designing reports with multiple sources
4 Themen
55 Min.
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Learn three techniques to create a report that references data from multiple classes: combining data in a report by creating subreports, configuring...
Identifying duplicate Cases
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Modul
Identifying duplicate Cases
1 Thema
10 Min.
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Specify conditions that help identify potential duplicate submissions to avoid duplication and reduce inefficiency.
Sending emails during Case processing
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Modul
Sending emails during Case processing
1 Thema
15 Min.
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Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Generate and send automated emails...
Escalating late work
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Modul
Escalating late work
1 Thema
10 Min.
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Set a passed deadline interval with both Urgency adjustments and escalation Actions to drive late work to completion.