Training

Table of Contents Introduction Definitions Log in to the CMW Platform Configure Your Account Results Introduction In this lesson, you will learn basic CMW Platform concepts and how to log in and configure your account. To get started, you will need access to the CMW Platform. If your organization is a CMW Lab customer, you can get the URL of ... Read More

Table of Contents Introduction Definitions Create Application Create Record Template Add Record Template Attributes Create a Form Test: Enter and Edit the Data Finalize the Form: Add the Secretary's Approval Status Configure a Table Search and Filter Records in the Table Configure Sorting, Filtering, and Grouping for the Current User Sort ... Read More

Table of Contents Introduction Definitions Executable Business Process Process Template Create Process Template Draw Process Diagram Configure User Task Forms Initiator Start Form Secretary Task Form — Approve Request Garage Manager Task Form — Accept request Initiator Task Form — Request Rejected Initiator Task Form —... Read More

Table of Contents Introduction Definitions Process Instance History Process Tokens Inspect the Business Process Execution Configure a Page with a Pie Chart Results Introduction In this lesson, you will learn how to view process execution history and create dashboards with statistical charts for a specific period. Estimated time to complete: ... Read More

Table of Contents Introduction Definitions Entity Relationship Diagram — Application Data Model Create an ER Diagram Configure a Reference Data Registry Create the Record Template — Vehicle Types Set a Text Attribute as a Record Title Configure the Vehicle Type Form Configure the Vehicle Types Table Create an Attribute Linking Two... Read More

Table of Contents Introduction Enable Vehicle Type Selection at the Request Submission Enable Vehicle Selection for the Trip Enable Trip Expense Accounting and On-The-Fly Vehicle Adding Configure the Vehicle Field and Costs Table on the Complete the Trip Form Configure the Total Costs Attribute Test the Vehicle Selection and Cost Tracking Enab... Read More

Table of Contents Introduction Automatic Attribute Value Calculation Display the Request Initiator's Full Name and Submission Date Calculate Total Costs  Test the Total Costs Calculation Generate Request Number Display the Request Number on the Form Test the Request Number Generation Track Vehicle Request Status Configure the Statuses... Read More

Table of Contents Introduction Configure Roles Create the Initiator Role Create the Secretary Role Create the Garage Manager Role Create the Driver Role Configure Account Groups Assign Roles to Groups Assign Task Performers Create Accounts Add Accounts to Groups Configure Navigation Sections Create the Initiator Navigation Section Create the ... Read More

Table of Contents Introduction Generate Cost Report Configure Excel Template File Configure Export Template Configure Export Button Verify Export Button Properties Add Export Button to the User Task Form Configure Export Button Display Condition Test the Cost Report Export Results Introduction In this lesson, you will learn how to generat... Read More

Table of Contents Introduction Configure Document Uploading Create Document Attribute Add Document Field to the Form Test Attaching a Document to a Cost Entry Results Introduction In this lesson, you will learn how to use the document attribute to attach files to a template record. Estimated time to complete: 10 min Prerequisite: you complet... Read More