
Search
Looking for instructor-led training?
Configuring cascading approvals with an authority matrix
-
Challenge
Configuring cascading approvals with an authority matrix
2 Tasks
10 mins
-
GoGoRoad stakeholders want to allow Territory Managers to add new vendors as service providers as the service grows. If the vendor is The Automobile...
Configuring case locking
-
Challenge
Configuring case locking
1 Task
10 mins
-
At TGB, candidates applying for an open position are interviewed by three to six existing employees. Each interviewer can independently rate a...
Configuring flow action pre- and post-processing
-
Challenge
Configuring flow action pre- and post-processing
2 Tasks
20 mins
-
Currently, the Candidate case type creates a candidate stakeholder to represent a job applicant and adds the candidate stakeholder to the case at the...
Configuring parallel processing
-
Challenge
Configuring parallel processing
4 Tasks
20 mins
-
At TGB, candidates for an open position are interviewed by multiple team members. The existing interview process in the HRApps application only allows...
Creating a case from an email
-
Challenge
Creating a case from an email
4 Tasks
20 mins
-
Your customer, U+ Bank, wants to speed up email interactions for address changes by pre-populating cases with the correct values. For address change...
Creating a new service request
-
Challenge
Creating a new service request
6 Tasks
10 mins
-
U+ Bank wants to offer its employees lunch services by creating a service request in which employees can select and then submit what they want to eat...
Creating reports that combine data from multiple classes
-
Challenge
Creating reports that combine data from multiple classes
2 Tasks
30 mins
-
The business partners in the Human Resources (HR) department request two reports.
The first report must track the progress of candidate cases...
Overriding case urgency
-
Challenge
Overriding case urgency
1 Task
10 mins
-
Onboarding cases have an initial urgency of 10. However, certain contractors need an expedited onboarding process because they are hired to work on...
Reviewing log files
-
Challenge
Reviewing log files
3 Tasks
15 mins
-
During the employee evaluation process, employees undergo an evaluation period to regularly assess their performance as new hires. To check the status...
Routing email based on content
-
Challenge
Routing email based on content
4 Tasks
15 mins
-
U+ is a major company in the financial industry that wants to improve engagement with customers. U+ has recently opened an email channel where...