Skip to content

Learning paths ​

Ordered reading lists for the common roles. Each step is a page in this site; follow them in order. There is no separate course platform and no certification programme at present.

Business user or HR administrator ​

  1. Welcome and the module you use under HCM.
  2. Permissions model: why you can or cannot see something.
  3. Start a workflow and How workflows work.
  4. File manager and Documents and retention.
  5. Troubleshooting.

Workspace administrator (no code) ​

  1. A tour of Studio.
  2. Concepts and architecture and How the pieces fit.
  3. Build a complete application, step by step.
  4. Entity Designer, Form Designer, Page Designer.
  5. Users and access and Identity.
  6. Themes and navigation.
  7. Websites and checkout and Give customers access with a portal.

Automation and AI builder ​

  1. Workflow Designer and the Node reference.
  2. Business logic screens.
  3. Integrations overview, then Flows and Connectors.
  4. AI Studio concepts and AI Studio screens.
  5. AI operations and safety and Bot designer and voice.
  6. Reach customers with journeys.

Plugin developer ​

  1. Quickstart.
  2. The eight-part tutorial: plugin, entities, pages, workflow, job, menus and publish.
  3. Reference for each definition type.
  4. Block catalog and How a screen is built.
  5. CLI sign-in and environments and the Operations reference.
  6. Move between environments.

Operator ​

  1. Install on a single server.
  2. Administration overview, Operations, Configuration.
  3. Data and environments and DevOps.
  4. Audit and CLI diagnostics.