Training Scenario VideosLast Updated: 07/15/2016 Introduced in Verision: 2.0 |
Scenario
Company wants a system to submit, approve, track, and manage insurance policy requests. Approved requests become policies that we want to store in a database. We also want to be able to cancel a policy, add claims to a policy, and close a claim.
Create Form Background
Video 1a Flow with Form
Video 1b Approve Request
Video 2a Email Notification
Video 2b Create Folder Extension
Video 2c Add “Create Policy” Step
Video 2d Add Process Data Steps
Video 2e Review Process View Page
Video 2f Add Task Expiration
Video 2g Add Basic Error Handling
Video 3a Rule to Assign Account Manager
Video 3b Create Task Forms
Video 3c Enable Handle Via Email
Video 4a Form Validation – Date Greater Than Today for Start Date
Video 4b Rule to evaluate requested loan amount > $50,000 if life insurance is selected, send user back to form to correct
Video 4c Form Visibility Rule – Bypass Approval
Video 5a Create Folder Extension Folder Action – Terminate Policy Flow
Video 6a Create Report of all Policies
Video 6b Create Report of Insurance Request Status
Video 7a Create Claims Folder Entity Structure
Video 7b Create Claim Flow
Video 7c Create Close Claim Entity Action Flow
Video 6c Create Page to display reports 6a and 6b
Video 7d Create Portal Page for Extension Folder – Show Policy Details, Add Claim button and Cancel policy button
Additional Resources
- Creating and Using Form Backgrounds
- Creating Your First Form
- Creating Your First Flow
- Creating Your First Form Flow
- Creating and Using Folder Extension Data Structures
- Creating your First Rule
- Assigning Form Interactions as Tasks
- Creating a Form Validation Rule
- Creating Your First Report
- Creating Your First Portal Page