Workflow with Core
Curriculum
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Overview
Simplifies repeatable, content-heavy processes such as contract review and approvals, with configurable workflow templates
Workflow is a tool that allows you to automate a business process. Core Content supports the following types of workflows:
- File workflows are initiated by the system when triggered by a specific action involving a document. For example, a file workflow could start every time a document is uploaded to a specific folder and is assigned a certain document type. The file workflow could automatically add a watermark to the document and move it to another location.
- Manual workflows are initiated by a user. Manual workflows can be associated with folders or workspaces. For example, you could initiate a manual workflow for a specific document to manage its approval process.
In this lab you'll learn the basic steps to create and use workflow for document review and approval processes.
About Guided-Tours
Guided-tours are a safe and engaging way to learn, without the complexity and infrastructure requirements of a full scale implementation. Each tour is designed to simulate the real application using interactive HTML to guide you step-by- step through the exercises, in exactly the same way you would work with a live system. And as instructions are embedded into the guided-tour, there is no need for a detailed workbook for this lab - the following pages are therefore provided just to give you some helpful hints about how to get the most out of the Guided-Tour application (Walnut)
Hyperlinks and Guides
Walnut allows our engineers to capture the experience of a real-product by adding interactive links to HTML screens from the actual product. For example, when an operator clicks on a menu option, he/she is taken to the next screen in the sequence. The only difference therefore, between what you see on a click-tour and what you would see in the live application, is that your path through the sequence of screens is pre-scripted.
To make it easy to follow, we’ve added high-lights on the screens showing you where to click, and captions to help you to understand what's going on.
Using the navigation bar
Each tour is comprised of a number use-case scenarios. You can run through the scenarios in order, or use the navigator provided at the bottom left of each screen to open the table of contents to jump into a specific use case.
If you get lost, or if you want to jump to a different place in the lab, just remeber to use the navigation menu to take you where you want to go.
Walnut has built in responsive design enabling the tour to auto-size to your browser window – we do however, recommend that you maximize your browser window for the best experience.
That’s all there is to it!
- Microsoft Edge, Mozilla Firefox or Google Chrome browser.
- Click-Tours are best viewed on a desktop screen with Full HD (1920 x 1080 or better resolution).