Webinar: Creating Workflows

(Doc ID 1800849.1)

Last updated on OCTOBER 10, 2016

Applies to:

Workflow Configuration
Information in this document applies to any platform.


Role: Administrator                     Language: English-American                      Course Length: 20 minutes

Designed for administrators, this 20-minute course takes you through the steps to set up workflows. Learn how to automate email notifications, task creation, field updates, and assignment of records to books of business. Also, see how to use Expression Builder to build rule conditions for use with workflows..

This course covers these topics:

• Create workflow rules
• Define rule conditions using Expression Builder
• Automate email notifications
• Automate task creation
• Automate field updates
• Automate assigning records to books of business

In order to view this course, your computer should meet these minimum requirements:

• Supported browsers: Internet Explorer 6 or higher
• Media Player: Windows Media Player 9+
• Operating System: Windows 2000 Professional Edition; Windows XP
• Graphics: Color monitor and display with capability for minimum resolution of 800 x 600 pixels; 1024 X 768 recommended
• Modem: Minimum 56 Kbps connected to the Internet or an intranet
• Sound Card: Sound card with Microsoft-compatible audio driver and speakers
• RAM: 512 Mb recommended
• CPU: At least 1 GHz
• Computer: Intel Pentium III Class or equivalent


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