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Configuring a cascading approval with a reporting structure
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Challenge
Configuring a cascading approval with a reporting structure
2 Tasks
10 mins
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GoGoRoad stakeholders want to allow Territory Managers to add new vendors as service providers as the service grows. If the vendor is The Automobile...
Configuring a full Case View
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Challenge
Configuring a full Case View
2 Tasks
10 mins
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The Mayor and Services Coordinator requested a single View to track updates while running Service Cases. The Services Coordinator requested a History...
Configuring a form View
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Challenge
Configuring a form View
2 Tasks
10 mins
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After a request for roadside assistance is approved, the system creates a Service Case. CSRs need the ability to easily review information associated...
Setting UseKeys and implementing ASO
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Challenge
Setting UseKeys and implementing ASO
5 Tasks
45 mins
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Based on the business case, users may work with multiple customers simultaneously. Because the CRM application contains customer and account...
Configuring Case locking
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Challenge
Configuring Case locking
1 Task
10 mins
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At TGB, candidates applying for an open position are interviewed by three to six existing employees. Each interviewer can independently rate a...
Setting a visibility condition for form content
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Challenge
Setting a visibility condition for form content
1 Task
5 mins
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The GoGoRoad application allows customers to enter the service address by entering information in fields or selecting the location from a map. To...
Configuring Flow Action post-processing
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Challenge
Configuring Flow Action post-processing
2 Tasks
20 mins
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Currently, the Candidate Case Type creates a candidate stakeholder to represent a job applicant and adds the candidate stakeholder to the Case at the...
Configuring volume constraints
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Challenge
Configuring volume constraints
4 Tasks
10 mins
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U+ Bank, a retail bank, is currently promoting multiple credit card offers by sending emails to qualified customers. The bank now wants to apply some...
Setting-up the business structure
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Challenge
Setting-up the business structure
2 Tasks
5 mins
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U+ Bank wants to organize its next best actions into a business issue and group structure.
The bank has decided to use the name Sales for the...
Configuring a business change pipeline
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Challenge
Configuring a business change pipeline
3 Tasks
15 mins
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U+ Bank's content team has started working on the Business Operations Environment (BOE) to implement some business changes. They have Deployment...