Approval Workflow Accelerator Learning Path for All Audiences
Introduction
This learning path is designed for individuals who need to gain a basic understanding of the Approval Workflow Accelerator and how it can be used for full control and track history of your key pricing decisions through automated approval workflows
This learning path will discuss the core concepts, functions, and features of the Approval Workflow Accelerator from a high-level viewpoint and will serve as the foundational knowledge for the additional learning paths in this series.
Learning Path Disclaimer: Although this learning path offers comprehensive information on the mentioned capability, it lacks a Pricefx environment, that is only available in our instructor-led training, where you can interact with these features and practice using them.
For further insights into the distinctions between our on-demand learning paths and instructor-led training, please click here.
Learning Prerequisites
Make sure that you have these aspects covered before moving on to the course:
Learning Synopsis
This learning path will explore the capabilities of the Approval Workflow Accelerator from the viewpoint of a business user and illustrate the most commonly used features that support creation of approval workflows and integration to other Pricefx capabilities.
Learning Objectives
Core topics and takeaways:
Depict the definition of approval workflow types and the creation of approval steps for each of them.
Illustrate the definition of users, user groups or business roles as approvers in our workflow processes.
Depict the creation and definition of approval conditions that will be applied in each of our different approval steps.
Depict the complete execution of workflow process.
Demonstrate the role and use of tracking of workflow history.
Learning Journey
This learning path for the Approval Workflow Accelerator is divided into multiple links and each one is designed to be experienced in a sequential order, as each subsequent level builds upon the knowledge acquired in the preceding content.
This structured approach ensures that learners have the necessary foundation before progressing to more advanced concepts, optimizing the learning experience and maximizing the effectiveness of using the Agreements Accelerator.
Approval Workflow Basics
Approval Workflow in Pricefx
Workflow Lifecycles
Documents Approvals
Workflow Administration
Approval Workflow Accelerator Introduction
Workflow Designer
Workflow Designer User Stories
Basic
Create
NOTE: If you have any inquiries regarding the content in this learning path, you can utilize the following online Pricefx forums: AskPricefx community or Pricefx GenAI chatbot.
Time commitment: For this path you should dedicate approximately 1 hour.