In this course, you’ll learn about workflow features in SpreadsheetWEB. Workflow features will help you to automate complex business processes that involve multiple users and groups with automated messages generated through a configurable set of rules. 

 

Requirements

  • A SpreadsheetWeb Control Panel account. You can signup for a trial account here.

 

Course Modules

This course consists of 6 modules:

  1. Role-based Access to Data and the Control Panel
  2. Record Transfer to User
  3. Change Record Status
  4. Assign to Group
  5. Status, User, and Group Assignments When Saving Data
  6. Email Notifications in the Workflow