Time-based automation, saved searches, and modular workflow design
Learn to use the Workflow Scheduler for time-based automation. Configure scheduled workflows, actions, and transitions to support service-level agreements and batch processing.
Start Module 2 →Use saved searches as criteria for executing workflows, actions, and transitions. Access sublist data through saved searches and understand performance implications.
Start Module 3 →Master modular workflow design using parent-child relationships. Implement sequential processing with loose/tight coupling and parallel processing for complex approvals.
Start Module 4 →