Phase 1: Beginner
1
Introduction to AgilePoint NX
4 lessons · ~45 min
What is AgilePoint NX 9.0?
Overview · 10 min
Platform Architecture
Concepts · 15 min
Navigating the Interface
Hands-on · 10 min
Key Terminology & Concepts
Reading · 10 min
2
Process Fundamentals
5 lessons · ~60 min
What is a Process?
Concepts · 10 min
Process Activities & Shapes
Concepts · 15 min
Using eForm Designer
Hands-on · 15 min
Building Your First Process
Hands-on · 15 min
Publishing & Testing
Hands-on · 5 min
3
Form Design Basics
4 lessons · ~50 min
Form Controls Overview
Overview · 10 min
Validation & Required Fields
Concepts · 15 min
Custom Form Layouts
Hands-on · 15 min
Binding Form Data to Process
Hands-on · 10 min
Phase 2: Intermediate
4
Workflow Design Patterns
5 lessons · ~75 min
Sequential vs Parallel Flows
Concepts · 15 min
Decision Gateways & Branches
Hands-on · 20 min
Escalation & Deadlines
Concepts · 15 min
Sub-processes & Reuse
Hands-on · 15 min
Error Handling & Exceptions
Concepts · 10 min
5
Business Rules Engine
4 lessons · ~60 min
Introduction to eRules
Overview · 10 min
Rule Conditions & Operators
Concepts · 20 min
Routing with Rules
Hands-on · 20 min
Testing & Debugging Rules
Hands-on · 10 min
6
Data Integration
5 lessons · ~80 min
Connected Data Sources Overview
Overview · 10 min
SharePoint & Office 365
Hands-on · 20 min
Database Connections
Hands-on · 20 min
REST API Calls in Process
Hands-on · 20 min
Data Mapping & Transformations
Concepts · 10 min
7
User Management & Permissions
3 lessons · ~45 min
Roles & Groups
Concepts · 15 min
Dynamic Assignment
Hands-on · 20 min
Delegation & Substitutes
Concepts · 10 min
Phase 3: Advanced
8
API & SDK Integration
4 lessons · ~90 min
AgilePoint REST API Overview
Overview · 20 min
Authentication & Tokens
Hands-on · 20 min
Starting & Managing Processes via API
Hands-on · 30 min
Webhooks & Event Subscriptions
Hands-on · 20 min
9
Reporting & Analytics
3 lessons · ~50 min
Built-in Reports & Dashboards
Overview · 15 min
Custom Report Builder
Hands-on · 20 min
Exporting & External BI
Concepts · 15 min
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