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Learning Nuggets
Introduction to Branching One-Steps
Building the One-Step
Defining the Expressions
Adding the E-mail and Varying Actions
Updating a Business Object Task
Scheduling a New Task
Attaching a Go-To Action
Running the One-Step
Automating with One-Step Branching

Sales - Solutions

  • access_time 15m
  • Credits: 1
Automating with One-Step Branching

Danyda Feldman teaches the decision branching One-Step using a workflow of a welcome e-mail to new customers. She steps you through automating a welcome e-mail based upon the customer location using a branched One-Step. The One-Step includes follow-up actions relevant to the customer location. Dany makes the complex simple by stepping you through building a One-Step, creating a logical Expression, adding action items of a customized e-mail, updating a Business Object Task, attaching a Goto Action and running the One-Step, filmed using Cherwell Service Management 8.2.

Danyda Feldman teaches the decision branching One-Step using a workflow of a welcome e-mail to new customers. She steps you through automating a welcome e-mail based upon the customer location using a branched One-Step. The One-Step includes follow-up actions relevant to the customer location. Dany makes the complex simple by stepping you through building a One-Step, creating a logical Expression, adding action items of a customized e-mail, updating a Business Object Task, attaching a Goto Action and running the One-Step, filmed using Cherwell Service Management 8.2.

Danyda Feldman
Danyda Feldman is a storyteller and speaker who has been working with Cherwell Software for over six years. Starting with virtually no knowledge of databases, she has developed to a place where she can navigate Cherwell Service Management with confidence and help others learn the platform. She is passionate about helping customers become successful and enjoy the tool as much as she does.

You will learn how to create a decision branching One-Step.