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  1. Add a Grid to a Form

    Watch this video to learn how to add a grid to a form and how to add automatic calculations to the grid. Your browser does not support HTML5 video. Want to learn by doing?  Check out this hands-on exercise . Note that only inter...
  2. Add a Field to a Form

    Learn how to add a field to a form.
  3. Working with Forms

    Use forms in dynamic workflows to collect predefined information from users.
  4. Working with Dynamic Tasks

    Any user in the solution can retrieve dynamic tasks from the solution's resource group. You can only add dynamic tasks to HotOperations solutions.
  5. Developing Workflows

    Workflows are the foundation of business process management. They coordinate tasks between people, and synchronize data between systems.
  6. Managing Workflow Security Roles

    Developers can assign users and groups to workflow security roles to control access and visibility to workflow steps, based on the principle of segregation of duties.
  7. Version Management for Solutions

    You can save solution versions, download solution packages, and restore solution versions from a package. Version management is helpful for using solutions between environments.
  8. Working with Master Workflows

    The master workflow is the root of a solution, and represents the case template.
  9. Create a HotOperations Solution

    HotOperations solutions include additional, unique elements, which form the basis of a case management and work optimization application. In addition to the artifacts included in generic solutions, H
  10. Case Management Solution Overview

    With a solution, you can group together all workflows and artifacts related to a case. With shared artifacts, you can create a powerful case management solution with a master workflow and a set of to