Advanced Topics

Once you are comfortable with the basics from the Getting Started guide, these topics show how to build richer configurations. Each page is self-contained, so read whichever one matches what you want to do.

• Extending a Workflow — add states and transitions so a case can follow more paths from start to finish.
• Customizing Names of Cases and Instances — replace generic names like 'Person 289' with meaningful ones built from case data.
• Automatically Calculating Information Values — derive a value automatically from other information with a RuLa expression.
• Using Scheduled Rules — run an action later or repeatedly, for reminders and recurring checks.
• Using Taxonomies — define reusable option lists and control which values a dropdown offers.
• Using Built in Integrations — send data to and receive data from external systems.

If something is configured but not behaving as expected, see Troubleshooting.