Step 1: environmental preparation(5Minutes)
RegisterLogin → Workbench Awareness → ApplyCreateentrances
1.1 RegisterLogin
- interviews OfficialRegister page
- Supportcell phone number/microsoft/inboxRegister
- free (of charge)Editionpermanently available, No Programming Required
1.2 Workbench Awareness
- leftside : Applylistings&Quickentrances
- inbetween: Applyshowcase&Numberpanel
- righton: Settings, Permission, Help center
1.3 CreateApply
- Click「CreateApply」Button
- Select「fromvoidCreate」
- christenApply(e.g.: myfirstlyitemsApply)
💡 homelyPrompt
free (of charge)EditionSupport100peopleTeamUse, Numberdepend on sth.Save, Functionlimitlesstrial period of 30 days. SuggestionUseChrome/EdgeBrowseacquisitionBestExperience.
Step 2: Corehands-on(15Minutes)
Formbuild (esp. with simple materials) → ProcessConfigure → NumberData entry test
2.1 Formbuild (esp. with simple materials)(3MinutesDragExample)
Example: EmployeeInforegistration form
mandatory fieldField:
- separate editionlocal: name and surname
- belowpull-frame: Department(technical department/Finance/Marketing)
- cell phone number: telephone number
- Date: OnboardingDate
selectableField:
- inbox: Work Email
- Attachment: identity scan of certificate
- longhand (grammar)local: itemspeopleIntroduction
Operationpivot: fromleftside Field Library, dragfields onto the canvasng surface) → SettingsFieldName&causality → tick「mandatory field」Option → Previeweffect → SaveForm
2.2 ProcessConfigure(SimpleApprovalProcess)
Example: OnboardingApprovalProcess
propose sth (for the first time)people
HRSubmit
Approvalpeople
Departmentmanagers
Carbon Copy (for email)people
Administration Department
Operationpivot: go intoFormSettings → opens「Process」Function → AddApprovalNode → SettingsApprovalstaff(Supportindicate clearly and with certaintyMember/Department/Role)→ ConfigureCarbon Copy (for email)Node → SaveProcess
2.3 NumberData entry test
Filldata
atForminFilltest (machinery etc)data, probeFieldcalibrationYesNogo into effect
SubmitApproval
SubmitafterViewProcessroam or wander, ApprovalreceiveTo-do reminder
ViewResult
atdata the listViewSubmitRecord, ConfirmProcessStatus
Step 3: floor-to-ceiling multiplexing(10Minutes)
Templatecrib → Mobile AdaptationView
EmployeeInfo sheet
PopularEmployeearchivesManage, SupportOnboarding/ResignationProcess, Automatic roster generation
ReimbursementApproval
PopularExpenseReimbursementProcess, SupportmultilevelApproval, automationStatisticsFinancedata
Salesledger
PopularSalesOrder Management, CustomersupplementaryRecord, yield (of investment)NumbervisualizationAnalysis
Mobile AdaptationView
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📚 MoreLearning Resources
Hands-on practice for newcomersVideo
15MinutesincompleteVideo Tutorials, Hands on to build the firstitemsApply
seeVideo30Minutesintroduction (a subject)Manual
graphicEditionFastget startedGuide, can offlineView
downloadPDFbecome a memberLearningsocial grouping
100,000+ Userexchanges | OfficialLecturer Q&A | exclusivityTemplateshare (joys, benefits, privileges etc) with others
Join the communityfree (of charge)ConsultingServices
Requirementscombability → Solution Design → Applybuild (esp. with simple materials) → EmployeeTraining
right nowConsulting