Smart Processes

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): https://www.youtube.com/playlist?list=PLGPUp7Vih76cLi49N4l0Et6596DShPheu

Length: 5 days

Date: 10 Septembre

Outline

    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