
Learn to use and configure OpenText Content Server workflows to automate document centric business processes, from end-user tasks like initiating and monitoring assignments to designing workflows with the workflow designer.
Learn how OpenText Content Server automates business processes with workflow definitions and instances, initiate and monitor simple review workflows, manage tasks, group assignments, and route changes.
Learn workflows in smart UI, including initiating from a document, filling the smart form, and attaching documents. Use smart assignment, tracking, and monitoring widgets to manage status and reassign tasks.
Learn to design and implement workflows in content server using the workflow designer, including start, user, evaluate, form, and sub workflow steps, with links, packages, and loopback rules.
Explore the workflow designer in OpenText ECM Content Server; configure start, user, initiator, and evaluate steps, assign tasks, set permissions, use smart view forms, and manage items with item handler.
Learn to configure workflow designer settings in Content Server, including roles, attachments, attributes, event scripts, forms, general and initiation options, and dynamic replacement tags.
Build a content server workflow for a hiring process from initiation to offer. Orchestrate resumes, two interview rounds, HR review, and loopbacks in the flow.
In this course, we will learn about OpenText Content Server Workflows. With this course, you will understand how to use and develop a workflow in OpenText Content Server to automate a document-centric business process. The workflow is at the heart of any Enterprise Content Management solution as it helps in automating different tasks and also helps users to collaborate efficiently.
We will cover the below topics.
Working with Workflow – End Users
Understanding Workflow
Initiating a Workflow
Monitoring Workflows and Assignments
Completing Assignments
Understanding Workflow Packages
Sending Task for Review and Delegating an assignment
Editing Running Workflow instance
Reassigning a Task in Workflow
Group Assignments
Workflow Status Query
Managing your Workflows
Workflow Settings and Notifications
Working with Workflows in Smart UI
Understanding Assignment Widget
Working with Assignments
Workflow Status and Monitoring
Workflow Developer
Understanding Basic Workflow Designing Concepts
Understanding Workflow Designer
Understanding Different Steps
Understanding Different Links
Loop Back links rules
Creating Simple Workflow
Workflow Developer – Understanding Different Steps
Start Step
Process Step
User Step
Evaluate Step
Milestone Step
Item Handler Step
Sub Workflow Step
Form and Web Report Step
Workflow Designer – Configurations
Understanding Workflow Configurations
Understanding Roles
Workflow Setting
Dynamic Replacement Tags
Workflow Developer – Hiring Process Workflow Design Example in Detail.
Assignments