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  • Common flow design paradigms
  • Basic thru advanced workflow configuration
  • Business rules for workflows
  • Access control and Signatures
  • Task list and audit trail
  • Desktop and mobile usage
  • Students will build 3 workflows during the class
  • This class assumes students have previous experience designing forms and writing basic business rules.

Mini Sessions

Duration: 1.5 - 2 hours virtual instructor-led sessions

This training provides core Live Forms product expertise to customers and partners in small easy to attend power packed mini sessions on specific key topics. Students will benefit from attending either a single or multiple sessions. The cost is $225 per student per session. Please contact us with questions.

Enrollment opening soon for upcoming classes:

Curriculum

Each 1.5-2 hour mini session focuses on one of the following topics:

  • Key Workflow Features
  • Learn how to design and build effective forms
  • Business Rules for forms
  • Business Rules for flows
  • Workflow Design Paradigms, Tips & Best Practices
  • Signatures and Roles
  • Sharing forms/flows via Spaces
  • Customize forms to match the look & feel of your website
  • Backend systems integration / Schemas
  • Connecting forms to your database
  • Form Submissions via email, into Google, into your database
  • etc..

Core Product Training

Duration: Five virtual instructor-led session

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Curriculum

  • Installation & Configuration
  • Administration
    • Creating tenants, users, roles
    • Tenant properties
  • Applications & Forms
  • Simple Forms – drag/drop, built-in validation
  • Layout – panels, section,  tabs, etc..
  • Custom Controls
  • Repeating Items
  • Validation & Help
  • Other control properties – Settings, Advanced, Security
  • Styling
  • Form Props – Settings, Style, Form Info
  • Form Submissions, Submission Repository
  • Templatized Labels
  • Form Action Wizards – Form Action, Doc Action, Doc URI
  • Sharing & Embedding Forms
  • Form Templates
  • Business Rules
  • Form Initialization
  • Styles & Layouts
  • Multi-Language configuration
  • Forms from XSD Schema
  • More on Form Actions
  • Workflow design
  • Workflow configuration, email notification, task list management
  • Embedding flows and task lists
  • Spaces
  • Database Connector / Integration

Integration with other specific back end systems is not covered in this class. Please contact us if you have special training requirements.

Mini Sessions

Duration: 1.5 - 2 hours virtual instructor-led sessions

This training provides core Live Forms product expertise to customers and partners in small easy to attend power packed mini sessions on specific key topics. Students will benefit from attending either a single or multiple sessions. The cost is $225 per student per session. Please contact us with questions.

Enrollment opening soon for upcoming classes:

January 26-28 - Click here to register now

Curriculum

Each 1.5-2 hour mini session focuses on one of the following topics:

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Customized On-site Training

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