Cherwell Video Learning Library

Automating with One-Step Branching

Building a One-Step Deciding upon Multiple Cases
0 HOURS 14 MINUTES

210 STUDENTS ENROLLED
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About the Course:

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.

About the Instructor:

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.

 

Course Curriculum

Introduction to Branching One-Steps
0 Hours 1 minutes00:01
Building the One-Step
0 Hours 2 minutes00:02
Defining the Expressions
0 Hours 2 minutes00:02
Adding the E-mail and Varying Actions
0 Hours 4 minutes00:04
Updating a Business Object Task
0 Hours 3 minutes00:03
Scheduling a New Task
0 Hours 1 minutes00:01
Attaching a Go-To Action
0 Hours 1 minutes00:01
Running the One-Step
0 Hours 2 minutes00:02

Course Reviews

  1. Profile photo of Cherwell hA Cherwell hA says:

    One-Step Branching
    simple but very useful

  2. Profile photo of Marc Harper Marc Harper says:

    Concise and Precise
    Good solid how-to information, with all the little details that make a difference. Thanks!

  3. Profile photo of Chris Keeter Chris Keeter says:

    Good Class
    Quick and to the point video!

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