Automation Rules Training

Automation Rules Training

Exercises

The Xurrent Automation Rules Training will guide you through the following exercises:

  1. Hello World
  2. Testing your Automation Rule
  3. Retrieve the Request Info
  4. Working with UI extensions
  5. Notify or Mention a User
  6. Schedule a Task
  7. Conditional Canceling of Tasks
  8. Set the Right Approver
  9. Escalate an Approval Task with Delay
  10. Add an Extra Approver for Site New York
  11. Assign to Local Team based on Site
  12. Check if a Badge Configuration Item is Selected
  13. Update the Badge Configuration Item with Link to the User
  14. Return the Badge Configuration Item into Stock
  15. Define an action on Reject
  16. Import and Export UI extension Rules

To complete the exercises, access your Xurrent instance at 4me-demo.com by entering the name and password of the instance. Once you have accessed your instance, select the Xurrent account of Widget North America FM.

If you do not yet have access to a Xurrent instance, you can request one by going to the Xurrent website.

Now go ahead and log in as Hank Williams.
Hank Williams has the Workflow Manager role of the ‘Widget North America, FM’ account, which allows you to add and modify Automation Rules as you work your way through the exercises.

Hank Williams also has the Account Administrator role, which you will use to check the UI extensions.

Hank’s email address is: hank.williams@widget.com
His Xurrent password is: 4me 
All passwords in your training instance have been set to 4me. For training purposes we use easy to remember passwords, since you will switch users with  different roles quite often during the exercises. The passwords do not reflect the strict password requirements Xurrent has for its own employees, nor the requirements your organization will set in the Xurrent system for you.

Make sure you verify the settings of your training instance when it has been used by someone else. Go to the Settings console (5th icon in the toolbar). In the left pane at the bottom you will find the menu options 'Instance Options' and 'Instance Reset'. Click on 'Instance Options' to enter your email address in the Forwarding email address field. Click on the 'Instance Reset' menu option to reinitialize the data in your demo instance.

Click on the button below to get started with the first exercise.

Start Exercise 1