- Getting Set Up
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Before You Begin! 2 min
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Step 1: App Prep 5 min
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Step 2: Course Prep 10 min
- Course Material
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Flows Overview 6 min
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Knowledge Check 1 min
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Using the Flow Canvas 5 min
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Knowledge Check 1 min
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Configuring Tasks 8 min
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Knowledge Check 1 min
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Configuring Decisions 10 min
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Knowledge Check 1 min
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Permissing Flows 6 min
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Knowledge Check 1 min
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Flows Practice 15 min
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Variables 6 min
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Knowledge Check 1 min
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Interacting With Flows 5 min
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Knowledge Check 1 min
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Key Takeaways 5 min
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Course Feedback 1 min
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Next Steps
Course 17 - Flows
Learn how to build custom workflows that walk end-users through a specific order of operations according to your business processes.
Flows are a great way to streamline the interaction your users have with the system and help them to complete their work efficiently. This course will cover all the most important information to get you started with the flow building process.
Learning Objectives
- When to use flows
- Flow behavior
- Building flows
- Permissing flows
Recommended Prerequisites
All Orientation courses and Core Functionality courses
Related Knowledge Base Articles
Flows overview
Building a new flow
Using tasks
Using decisions
Using variables
Potential errors when saving a flow
Limited user errors in flows
Best practices for building flows
Flow event order of operations