Take your Advanced Workflow skills to the next level by building on skills acquired during Archer Administration II training. You already know how to create a basic workflow, but now you have the opportunity to analyze and revise existing workflows. Leverage and preserve out of the box functionality while adding new workflow components to your applications and questionnaires.
This one-day workshop expands on Advanced Workflow skills introduced during the Archer 6 Administration II course. Participants will engage in advanced hands-on activities that build upon previously acquired skills to analyze and revise existing workflows, explore best practices for design considerations, and gain experience with bulk updates and troubleshooting advanced workflows.
Archer administrators or anyone interested in learning about Archer Advanced Workflow,
Note: This is an advanced course and takes you beyond the skills acquired in the Archer Administration II course. It is not intended to teach entry level Advanced Workflow skills and does not provide guidance on pre-requisite skills. Individuals without this previous knowledge will likely not have a satisfactory outcome or experience from this course.
Upon completion of this training, the learner should be able to:
• Analyze and modify existing Advanced Workflows • Configure Advanced Workflow Actions by Email • Locate and analyze records using the Advanced Workflow Job Troubleshooting Tool • Complete Bulk Actions • Track records enrolled in Advanced Workflow
Use Evaluate Content nodes to add a new workflow path while maintaining the out of the box functionality
Evaluate and Modifying and Existing Advanced Workflow
Update an Existing Advanced Workflow
Design Considerations and Best Practices
Modifying Existing Fields and Layouts
Configure AWF Actions by Email
Enable Record-Level Workflow Auditing
Bulk Update Jobs for Advanced Workflow
Schedule Bulk Enrollment
AWF Troubleshooting Tool
Advanced Workflow Installation Overview and Troubleshooting