Get an overview of Helix ALM workflow fundamentals and best practices with Gerhard Kruger, Senior Director of Sales Engineering. Then take a deeper dive into how to set up advanced workflow configurations and how to automate actions.
This session covers all aspects of workflow configuration in Helix ALM:
- Workflow structures: Learn about object workflow states in ALM and how to customize workflows to define repeatable processes and workflow transitions.
- Workflow configuration: Learn how to tailor workflows for specific processes with transition rules, automation rules, and more.
- Workflow events and actions: Learn how to configure workflow events to suit specific needs with informational and operational events, and with rules for assignment, electronic signatures, and notifications.