Smart Processes Training Course

Course: Implementing Smart Processes Enterprise Edition V 3.0 certification

Take these training and prepare to earn a Smart Processes Certified Professional:Implementing Smart Processes Enterprise 

Edition V 3.0 certification.

About this course

The training topics will focus on how to administer a Smart Processes Instance. At the end of this training day participants should be able to locate where a Smart Processes Instance stores the attached documents, create a new process, configure data-entry interface through the form designer, configure case listing views, configure process workflow using Process Modeler, configure roles in a the processes, configure access rights in the created process, how to create and configure Smart Documents, how to configure integration with other systems.

Audience(s): IT Professionals

Delivery method: Instructor-led (classroom)

Additional Resources (Video Lessons):

Length: 5 days

Date: {to be defined}


  1. Smart Processes Architecture
  2. Creating Processes
  3. Configuring Data Entry Forms with Form Designer
  4. Different Types of Controls
  5. Smart Controls
  6. Attachment Controls
  7. Table Controls
  8. Case Listing
  9. Default Listing View
  10. Creating Listing Views (Saved Filters)
  11. Searching Cases ( Dynamic Filter)
  12. Creating a Main Menu
  13. Process Workflow
  14. Workflow model in Smart Processes ( Statuses, Steps, Execution Rights)
  15. Creating a process model using Process Modeler
  16. Process Rights Assignments
  17. Managing Process Roles
  18. Defining Access Rights
  19. Association Rules
  20. Web Role
  21. Smart Documents
  22. Preparing Smart Document Template
  23. Creating a new Smart Document
  24. Mapping Process Data to Smart Document Template bookmarks
  25. Rendering Smart Documents
  26. Child Processes
  27. Child Processes Concepts
  28. Creating a Child Process Field
  29. Configuring Child Process Fields
  30. Communicating with other systems
  31. Web Service Control
  32. Configuring the Web service