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Overview

In this course, we will look at how workflow processes can be developed to support custom business requirements. We'll see how various nodes can be used to design business logic and route records to individuals and groups of individuals for approval or action.
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What You'll Learn

After completing this course, you should be able to:

  • Understand workflow designer application and configurations
  • Create roles
  • Create actions
  • Create condition, manual input, interaction, task, wait and subprocess nodes
  • Understand benefits of escalations in workflow
  • Understand different methods of routing workflow
  • Understand procedure of escalating assignment of tasks
  • Understand procedure of configuring escalation to initiate workflow

Who Should Attend

Implementation Consultants, Administrators, Technical Sales, System Users
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Prerequisites

N/A

Learning Journey

Coming Soon...

Module 1: Introduction to Workflow Planning and Design

  • Course Objectives
  • Describe the importance of Workflow
  • Describe the different stages of a Workflow
  • Understand Workflow Actions
  • Describe different Workflow components
  • Understand Sample Workflow

Module 2: Introduction to Workflow Designer

  • Workflow Designer Application
  • Different tabs available
  • Use of fields
  • Use of Actions
  • Workflow Processes

Module 3: Workflow Administration

  • Workflow Administration application
  • Use of Workflow Administration

Module 4: Roles in Workflow

  • Role Usage
  • Role Types
  • Permissions and Workflows
  • Person Groups
  • AUTOACCEPT and AUTOREJECT Roles

Module 5: Actions in Workflow

  • What are Actions?
  • Different Types of Actions: Application Actions, Set Value, Change Status, Action Groups, Command Line Executable, Automation Script Action, Custom Class Action
  • Using Actions in Applications

Module 6: Condition Nodes 

  • Concept of Condition Nodes
  • Creating Condition Nodes
  • Condition Node Configuration
  • Different types of Conditions

Module 7: Task Nodes

  • Task Node Overview
  • Creating Assignments
  • Conditional Assignments
  • Assignee Relationships
  • Calendar Based Assignments
  • Escalating Assignments
  • Advanced Task Usage

Module 8: Manual Input Nodes

  • Using Manual Input Nodes
  • Configuring Choices
  • Example Configuration
  • Conditional Options

Demonstration: Creating a Simple WorkflowStudent 

Exercises: Lab 1: Simple Workflow

Module 9: Escalations in Workflow

  • Benefits of Escalations in Workflow
  • Different ways of launching workflows
  • Escalate the Assignment of a task
  • Initiate a Workflow using Escalations

Module 10: Interaction Nodes

  • Message Display
  • User redirection
  • Triggering an Application Action
  • Triggering another Workflow

Demonstration: Interaction Nodes

Module 11: Workflow Subprocesses

  • Concept of Condition Nodes
  • Creating Condition Nodes
  • Condition Node Configuration
  • Different types of Conditions

Module 12: Wait nodes

  • Concept of Wait Nodes
  • Properties of Wait Nodes
  • Use of Wait Nodes

Demonstration: Subprocess Nodes

Student Exercises: Lab 2: SR Workflow

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Frequently Asked Questions (FAQs)

  • Why get IBM certified?

    IBM certifications validate your skills and expertise in a wide range of technologies, including hybrid cloud, data & AI, security, IT infrastructure, and business applications.

    These certifications are globally recognized and can help you advance your career, increase your earning potential, and demonstrate your commitment to professional development.

    IBM-certified professionals are in high demand, making them valuable assets to any organization seeking to leverage IBM's innovative solutions.

  • What to expect for the examination?

    IBM offers a variety of certification exams at different levels (Basic, Intermediate, and Advanced) covering various technologies and job roles.

    Exams typically consist of multiple-choice questions and may include scenario-based questions that assess your ability to apply your knowledge in real-world situations.

    Note: Certification requirements and policies may be updated by IBM from time to time. We apologize for any discrepancies; do get in touch with us if you have any questions.

  • How long is IBM certification valid for?

    The validity period of IBM certifications varies. Some certifications, particularly those focused on specific product versions or technologies, may have expiration dates.

    However, many IBM certifications, especially those focused on broader skills or newer technologies, do not have an expiration date.

    Note: Certification requirements and policies may be updated by IBM from time to time. We apologize for any discrepancies; do get in touch with us if you have any questions.

  • Why take this course with Trainocate?

    Here’s what sets us apart:

    - Global Reach, Localized Accessibility: Benefit from our geographically diverse training hubs in 24 countries (and counting!).

    - Top-Rated Instructors: Our team of subject matter experts (with high average CSAT and MTM scores) are passionate to help you accelerate your digital transformation.

    - Customized Training Solutions: Choose from on-site, virtual classrooms, or self-paced learning to fit your organization and individual needs.

    - Experiential Learning: Dive into interactive training with our curated lesson plans. Participate in hands-on labs, solve real-world challenges, and take on comprehensive assessments.

    - Learn From The Best: With 30+ authorized training partnerships and countless awards from Microsoft, AWS, Google – you're guaranteed learning from the industry's elite.

    - Your Bridge To Success: We provide up-to-date course materials, helpful exam guides, and dedicated support to validate your expertise and elevate your career.

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Course Curriculum

Course Curriculum

Training Schedule

Training Schedule

Exam & Certification

Exam & Certification

FAQs

Frequently Asked Questions

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