Tutorials and Examples¶

Use this section when you want a worked example rather than isolated reference pages. The examples are step-by-step walkthroughs intended for process builders who learn best by reproducing a full scenario.

Before You Begin¶

These tutorials apply concepts documented elsewhere in the developer guide. If a tutorial uses an unfamiliar process element or scripting API, review the corresponding reference page before continuing:

• Process Definition introduces the main parts of a process.
• Tasks, Actions, and Routes explain workflow execution.
• Roles explains task assignment.
• Forms and Data Model explain how a process collects and stores structured data.
• Scripting describes the scripting environment and available APIs.

You do not need to read every reference page first. Start with a tutorial that matches your goal and follow its related links when you need more detail about a concept.

Suggested Learning Paths¶

Choose a path based on the result you want to achieve. The paths are recommendations rather than strict prerequisites.

Workflow Fundamentals¶

1. Assign Task to a Group
2. Assign Task to a Manager
3. Trigger an Action When a Task Deadline Expires
4. Run a Workflow Task on a Schedule

Forms, Data, and Integration¶

1. Persist Repeating Form Rows in a Relational Table
2. Populate a Dropdown with Data from a REST API
3. Insert Emakin Links to Forms or Reports

Access and Participation¶

1. Assign Task to an External Participant
2. Initiate a Workflow Anonymously

Case-Driven Work¶

1. Assign a Case and Set Its Deadline
2. Post an Activity to a Case Timeline
3. Update Case Tags from Process Data
4. Create and Complete a Case Milestone
5. React to a Case Deadline
6. Listen for Case Lifecycle Events

Workflow Examples¶

These tutorials focus on classic workflow design problems:

Workflow Control¶

• Trigger an Action When a Task Deadline Expires
• Create a Correction and Resubmission Loop
• Configure Conditional Multi-Level Approval
• Prevent Concurrent Scheduled Executions
• Start a Subworkflow and Control Parent Continuation
• Run a Workflow Task on a Schedule

Assignment and Access¶

• Assign Task to a Group
• Assign Task to a Manager
• Assign Task to an External Participant
• Initiate a Workflow Anonymously

Data and Integration¶

• Generate Worklist Tags from Form Data
• Manage Lookup Data Through an Administrative Pool
• Insert Emakin Links to Forms or Reports
• Populate a Dropdown with Data from a REST API
• Persist Repeating Form Rows in a Relational Table

Cases and Documents¶

• Synchronize Process Data with a Case Profile
• Create a New Document Version from Workflow Data

Case Examples¶

These tutorials focus on case-driven collaboration and channel behavior:

• Assign a Case and Set Its Deadline
• Update Case Tags from Process Data
• Post an Activity to a Case Timeline
• Create and Complete a Case Milestone
• React to a Case Deadline
• Listen for Case Lifecycle Events
• Link Two Related Cases
• Copy a Case into a New Work Context
• Move a Case to Another Channel
• Send a Reply from Case Automation

How to Use the Examples¶

Examples in this section are intentionally procedural:

• choose the example that matches the development goal
• review its prerequisites and linked concept references
• start with the scenario and prerequisites
• follow the steps in order
• verify the documented result in a test environment
• use the linked reference pages when you need the underlying property or language details

Related Pages¶

• Process Modeling
• Integration Services