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Routing Assignments to users
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Module
Routing Assignments to users
1 Topic
25 mins
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Assign responsibility for completing a Task to one or more users. Routing increases business efficiency by ensuring that the most appropriate users...
Saving data to a system of record
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Module
Saving data to a system of record
2 Topics
30 mins
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Promote Case processing efficiency and improve application flexibility by leveraging savable Data Pages and systems of records to store and update...
Sending emails during Case processing
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Module
Sending emails during Case processing
1 Topic
15 mins
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Organizations depend on timely communication to establish a shared understanding of transactions or Assignments. Generate and send automated emails...
Service requests
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Module
Service requests
9 Topics
50 mins
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This module shows you how to create service requests using the Customer Service Request Template. Learn about the purpose, customization options, and...
Simulating an external data source
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Module
Simulating an external data source
1 Topic
25 mins
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During development, before database integrations are configured. You can simulate an external data source to test functionality when a data source is...
Skipping a Process or a Stage
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Module
Skipping a Process or a Stage
1 Topic
10 mins
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Skip Processes and entire Stages that are unnecessary in certain situations so that Cases can process with increased efficiency and flexibility.
The Data Model
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Module
The Data Model
4 Topics
50 mins
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Capture and present data in your application to provide the information that is necessary to complete work. Configure relationships among data types...
User guidance
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Module
User guidance
2 Topics
15 mins
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Guide users through the Case Life Cycle by identifying the current Case Status and adding instructions to enable users to complete assigned Tasks.
Validating data against a pattern
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Module
Validating data against a pattern
1 Topic
10 mins
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Certain data, such as postal codes or identification numbers, may need to match a specific pattern of characters. To test data values against a...
Validating data against business logic
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Module
Validating data against business logic
1 Topic
15 mins
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Validate user data against business logic to avoid invalid data within applications.