Workflow Use Case

Workflow Use Case

This advanced workflow-centric use case combines powers of workflows and small modular resources to create a multi-step account registration process.

About this course

This use case centers around a financial or banking institution offering a range of account types to the market. Users, with an interest in becoming account-holders, are directed to the institution's online portal. Using the online portal, applicants are guided through the account setup process (one or many accounts), from application through to finalization and confirmation.

This use case makes use of the Unqork Enterprise Application, using the combined powers of workflows and small modular resources. To build this process in Unqork, the creator needs to build 3 separate Workflows and 4 separate Forms (modules).

Curriculum

  • Overview
  • Overview
  • Start Workflow
  • Create Placeholder Module
  • Create Workflow
  • Start Node
  • Screen/Task Node
  • Handoff Node
  • Lab
  • Main Workflow
  • Create Placeholder Module
  • Create Workflow
  • Start Node
  • Screen/Task Node (1)
  • Decision Node
  • Screen/Task Node (2)
  • Decision Link
  • Handoff Node
  • Lab
  • Router Workflow
  • Create Placeholder Module
  • Create Workflow
  • Start Node
  • Screen/Task Node
  • Decision Node
  • Handoff Node
  • Decision Link
  • Message Node
  • Decision Link
  • End Node
  • Lab
  • Account Registration Module
  • Overview
  • Format Components
  • Interactive Components
  • Logic Components
  • Lab
  • Account Selection Module
  • Overview
  • Format Components
  • Interactive Components
  • Display Components
  • Lab
  • Update Status Module
  • Overview
  • Format Components
  • Logic Components
  • Data Components
  • Lab
  • Summary Page Module
  • Overview
  • Display Components
  • Logic Components
  • Data Components
  • Lab
  • 401K, Individual, IRA, Trust Account Modules
  • Overview
  • Format Components
  • Interactive Components
  • Lab
  • Workflow Finalization
  • Workflow Finalization
  • Triggering the Workflow
  • Triggering the Workflow

About this course

This use case centers around a financial or banking institution offering a range of account types to the market. Users, with an interest in becoming account-holders, are directed to the institution's online portal. Using the online portal, applicants are guided through the account setup process (one or many accounts), from application through to finalization and confirmation.

This use case makes use of the Unqork Enterprise Application, using the combined powers of workflows and small modular resources. To build this process in Unqork, the creator needs to build 3 separate Workflows and 4 separate Forms (modules).

Curriculum

  • Overview
  • Overview
  • Start Workflow
  • Create Placeholder Module
  • Create Workflow
  • Start Node
  • Screen/Task Node
  • Handoff Node
  • Lab
  • Main Workflow
  • Create Placeholder Module
  • Create Workflow
  • Start Node
  • Screen/Task Node (1)
  • Decision Node
  • Screen/Task Node (2)
  • Decision Link
  • Handoff Node
  • Lab
  • Router Workflow
  • Create Placeholder Module
  • Create Workflow
  • Start Node
  • Screen/Task Node
  • Decision Node
  • Handoff Node
  • Decision Link
  • Message Node
  • Decision Link
  • End Node
  • Lab
  • Account Registration Module
  • Overview
  • Format Components
  • Interactive Components
  • Logic Components
  • Lab
  • Account Selection Module
  • Overview
  • Format Components
  • Interactive Components
  • Display Components
  • Lab
  • Update Status Module
  • Overview
  • Format Components
  • Logic Components
  • Data Components
  • Lab
  • Summary Page Module
  • Overview
  • Display Components
  • Logic Components
  • Data Components
  • Lab
  • 401K, Individual, IRA, Trust Account Modules
  • Overview
  • Format Components
  • Interactive Components
  • Lab
  • Workflow Finalization
  • Workflow Finalization
  • Triggering the Workflow
  • Triggering the Workflow