Part 3: Configuring Agency Business Objects
Topics:
- Creating and Configuring Records
- Creating Custom Fields
- Designing Application Intake Forms
- Setting Up Security Policies
- Defining Sequences, Masks, and Autonumbering
- Designing Workflows
- Using Expression Builder
- Configuring Standard Comments
- Setting Up Conditions
- Configuring Record-Related Activities
- Configuring Standard Comments
- Configuring Global Search