TotalAgility Citizen Developer

This learning path delivers a comprehensive overview of TotalAgility's function, components, and operation. It is the recommended entry point for anyone new to TotalAgility.

Topics covered in the Getting Started Learning path are:

• TotalAgility features and essential capabilities
• Software components and architecture
• Navigating the TotalAgility designer and workspace

TotalAgility 8.0 TotalAgility Apps

This training component provides TotalAgility Citizen Developers and Professional Developers with the skills to describe and access each TotalAgility App.

Topics covered in this training component are:

• What are TotalAgility Apps?
• Accessing TotalAgility Apps
• Accessing TotalAgility Workspace
• Configuring User Profile 

Objectives: 

• Understand the purpose of TotalAgility Apps
• Describe who should use TotalAgility Apps
• Describe the purpose of each TotalAgility App
• Learn how to access TotalAgility Apps
• Describe the purpose of the TotalAgility Workspace
• Learn how to access the TotalAgility Workspace
• Understand how to configure your TotalAgility Apps user profile

Prerequisites: 

• General understanding of business workflow

 Skills Badge

Upon successful completion of this training component (and exam), you will be awarded a TotalAgility Apps 8.0 | TotalAgility Apps Skills Badge, validating your abilities and achievements in describing and accessing each TotalAgility App. A score of 80% or higher is required to pass the exam.

Product Version(s): 8.0

This training component provides TotalAgility Citizen Developers and Professional Developers with the skills to create a basic Quick Workflow.

Topics covered in this training component are:

• What is the Quick Workflow app?
• Creating and building a standard Quick Workflow
• Adding Activities and Task Data
• Adding SLAs, Resources, and States
• Adding Key Data & Collaboration Notes
• Publishing a Workflow
• Debugging a Workflow
• Viewing Workflow Settings
• Starting a Workflow Solution
• Multiuser Access
• Exporting, importing, and deleting Workflows

Objectives: 

• Understand the purpose of the Quick Workflow app
• Access the Quick Workflow app
• Create and build a basic Quick Workflow
• Understand how to add Activity types and Task Data
• Configure SLAs, Resources, and States
• Collaborate using Collaboration Notes
• Define Key Workflow Data
• Publish a Quick Workflow
• Learn how to Debug a Quick Workflow
• View and understand Workflow Settings
• Start Workflows
• Understand Multiuser Access
• Export, Import, and Delete Quick Workflows

Prerequisites: 

• Completion of the TotalAgility Apps | Introduction training module
• General understanding of business workflow

Skills Badge

Upon successful completion of this training component (and exam), you will be awarded a TotalAgility Apps 8.0 | Quick Workflow Level 1 Skills Badge, validating your abilities and achievements in creating a basic Quick Workflow. A score of 80% or higher is required to pass the exam.

Product Version(s): 8.0

This training component provides TotalAgility Citizen Developers and Professional Developers with the skills to create a comprehensive Quick Workflow.

Topics covered in this training component are:

• Configuring Automatic Task Assignment
• Requesting an Automation Rule
• Configuring Advanced Resource Options
• Adding an Email Activity
• Configuring Must-Complete Activities
• Adding a Sub Process Activity
• Adding a Rule Activity
• Adding a Condition Activity
• Adding Dropdown Data and Regenerate Forms
• Performing Job Actions
• Troubleshooting a Job
• Updating a Workflow Solution and Generating Forms
• Configuring Workflow Settings
• Exporting a Workflow Solution
• Extending a Quick Workflow Solution

Objectives: 

• Create and build a comprehensive Quick Workflow
• Utilize Automatic Task Assignment
• Configure Advanced Resource Options
• Add Email, Sub Process, Rule, and Condition Activity Types
• Describe and configure the purpose of Must Complete Activities
• Add Drop Down Data and Regenerate a Form
• Perform Job Actions
• Learn how to Troubleshoot Jobs
• Update Quick Workflows with modifications
• Generate Forms for Tasks
• Understand and configure Workflow Settings
• Export a Workflow Solution
• Learn how to extend a Quick Workflow Solution

Prerequisites: 

• Completion of the TotalAgility Apps | Introduction training module
• Completion of the TotalAgility Apps | Quick Workflow Level 1 training component
• General understanding of business workflow

Skills Badge

Upon successful completion of this training component (and exam), you will be awarded a TotalAgility Apps 8.0 | Quick Workflow Level 2 Skills Badge, validating your abilities and achievements in creating a comprehensive Quick Workflow. A score of 80% or higher is required to pass the exam.

Product Version(s): 8.0

This training component provides TotalAgility Citizen Developers and Professional Developers with the skills to create a capture Quick Workflow. Capture-based Quick Workflows involve scanning/importing documents with the capability to classify and extract data from those documents.

Topics covered in this training component are:

• Creating and building a capture Quick Workflow
• Configuring Capture Workflow Properties
• Adding and Configuring Capture Activities
• Adding SLAs, Resources, and States
• Adding Collaboration Notes
• Publishing a Workflow
• Debugging a Workflow
• Starting a Workflow Solution
• Bypassing Document Review and Validation
• Updating a Workflow Solution
• Workflow Associations
• Exporting a Workflow

Objectives: 

• Create and build a capture Quick Workflow
• Understand how to configure Capture Workflow Properties
• Add and configure Capture Activities
• Configure SLAs, Resources, and States
• Collaborate using Collaboration Notes
• Publish a capture Quick Workflow
• Learn how to Debug a capture Quick Workflow
• Start capture-based Workflows
• Describe capture Workflow Associations
• Export a capture-based Workflow

Prerequisites: 

• Completion of the TotalAgility Apps | Introduction training module
• Completion of the TotalAgility Apps | Quick Workflow Level 1 training component
• Completion of the TotalAgility Apps | Quick Workflow Level 2 training component
• General understanding of business workflow

Skills Badge

Upon successful completion of this training component (and exam), you will be awarded a TotalAgility Apps 8.0 | Quick Workflow Capture Skills Badge, validating your abilities and achievements in creating a capture Quick Workflow. A score of 80% or higher is required to pass the exam.

Product Version(s): 8.0

This training component provides TotalAgility Citizen Developers and Professional Developers with the skills to create a Quick Capture solution.

Topics covered in this training component are:

• What is the Quick Capture App?
• Creating a Quick Capture Solution
• Adding Document Types, Sample Documents, and Training the Solution
• Defining Extraction Fields
• Configuring User Operations
• Viewing Solution Settings and Publishing a Solution
• Running a Quick Capture solution
• Updating a Quick Capture Solution
• Defining a Barcode Extraction Field
• Exporting a Quick Capture Solution

Objectives: 

• Understand the purpose of the Quick Capture app
• Access the Quick Capture app
• Create and build a Quick Capture solution
• Learn how to add document types, sample documents, and train the solution
• Learn how to define extraction fields
• Understand and configure user operations
• Describe solution settings
• Publish a Quick Capture solution
• Learn how to update a Quick Capture solution
• Understand how to extract a barcode extraction field
• Export a Quick Capture solution

Prerequisites: 

• Completion of the TotalAgility Apps | Introduction training module
• Completion of the TotalAgility Apps | Quick Workflow Level 1 training component
• Completion of the TotalAgility Apps | Quick Workflow Level 2 training component
• General understanding of business workflow

Skills Badge

Upon successful completion of this training component (and exam), you will be awarded a TotalAgility Apps 8.0 | Quick Capture Skills Badge, validating your abilities and achievements in creating a Quick Capture solution. A score of 80% or higher is required to pass the exam.

Product Version(s): 8.0

This training component provides TotalAgility Citizen Developers and Professional Developers with the skills to edit a Quick Classification solution.

Topics covered in this training component are:

• What is the Quick Classification app?
• Access Quick Classification
• Edit a Classification Group
• Resolve Conflicts
• Run a Classification Benchmark

Objectives: 

• Understand the purpose of the Quick Classification app
• Access the Quick Classification app
• Edit a Classification group by adding document types and sample documents
• Understand the purpose of training in a Quick Classification solution
• Learn how to resolve training conflicts
• Understand the purpose of a benchmark and how to run one

Prerequisites: 

• Completion of the TotalAgility Apps | Introduction training module
• Completion of the TotalAgility Apps | Quick Workflow Level 1 training component
• Completion of the TotalAgility Apps | Quick Workflow Level 2 training component
• General understanding of business workflow

Skills Badge

Upon successful completion of this training component (and exam), you will be awarded a TotalAgility Apps 8.0 | Quick Classification Skills Badge, validating your abilities and achievements in modifying a Quick Classification solution. A score of 80% or higher is required to pass the exam.

Product Version(s): 8.0

This training component provides TotalAgility Citizen Developers and Professional Developers with the skills to create a Quick Skin.

Topics covered in this training component are:

• What is the Quick Skins app?
• Creating a Quick Skin
• Testing a Quick Skin

Objectives: 

• Understand the purpose of the Quick Skins app
• Access the Quick Skins app
• Create a Skin
• Test a Skin at runtime

Prerequisites: 

• Completion of the TotalAgility Apps | Introduction training module
• Completion of the TotalAgility Apps | Quick Workflow Level 1 training component
• Completion of the TotalAgility Apps | Quick Workflow Level 2 training component
• General understanding of business workflow

Skills Badge

Upon successful completion of this training component (and exam), you will be awarded a TotalAgility Apps 8.0 | Quick Skins Skills Badge, validating your abilities and achievements in creating a Quick Skin. A score of 80% or higher is required to pass the exam.

Product Version(s): 8.0

This training component provides TotalAgility Citizen Developers and Professional Developers with the skills to configure a Quick Rule.

Topics covered in this training component are:

• What is the Quick Rules app?
• Configuring Quick Rules
• Testing a Quick Rule

Objectives: 

• Understand the purpose of the Quick Rules app
• Access the Quick Rules app
• View and edit an existing rule
• Test a Quick Rule in a Quick Workflow

Prerequisites: 

• Completion of the TotalAgility Apps | Introduction training module
• Completion of the TotalAgility Apps | Quick Workflow Level 1 training component
• Completion of the TotalAgility Apps | Quick Workflow Level 2 training component
• General understanding of business workflow

Skills Badge

Upon successful completion of this training component (and exam), you will be awarded a TotalAgility Apps 8.0 | Quick Rules Skills Badge, validating your abilities and achievements in modifying and using a Quick Rule. A score of 80% or higher is required to pass the exam.

Product Version(s): 8.0

This training component provides TotalAgility Citizen Developers and Professional Developers with the skills to use the Business Data app.

Topics covered in this training component are:

• What is the Business Data app?
• Configuring Business Data using the Business Data App and Workspace

Objectives: 

• Understand the purpose of the Business Data app
• Access the Business Data app
• Learn how to Modify Business Data using the Business Data app and the Workspace

Prerequisites: 

• Completion of the TotalAgility Apps | Introduction training module
• Completion of the TotalAgility Apps | Quick Workflow Level 1 training component
• Completion of the TotalAgility Apps | Quick Workflow Level 2 training component
• General understanding of business workflow

Skills Badge

Upon successful completion of this training component (and exam), you will be awarded a TotalAgility Apps 8.0 | Business Data Skills Badge, validating your abilities and achievements in modifying Business Data. A score of 80% or higher is required to pass the exam.

Product Version(s): 8.0

This training component provides TotalAgility Citizen Developers and Professional Developers with the skills to create a Quick RPA workflow solution.

Topics covered in this training component are:

• What is the Quick RPA app?
• Creating and building a Quick RPA Workflow
• Adding Activities and Task Data
• Publishing an RPA Workflow Solution
• Starting an RPA Workflow Solution
• Updating an RPA Workflow Solution
• Adding a Loop Activity
• Exporting an RPA Workflow

Objectives: 

• Understand the purpose of the Quick RPA app
• Access the Quick RPA app
• Create and build a Quick RPA workflow solution
• Learn how to add workflow activities and task data
• Publish a Quick RPA solution
• Start Quick RPA Workflows
• Understand the purpose of the Loop activity in a Quick RPA solution
• Learn how to add and configure a Loop activity
• Learn how to update a Quick RPA solution
• Export a Quick RPA solution

Prerequisites: 

• Completion of the TotalAgility Apps | Introduction training module
• Completion of the TotalAgility Apps | Quick Workflow Level 1 training component
• Completion of the TotalAgility Apps | Quick Workflow Level 2 training component
• General understanding of business workflow

Skills Badge

Upon successful completion of this training component (and exam), you will be awarded a TotalAgility Apps 8.0 | Quick RPA Skills Badge, validating your abilities and achievements in creating a Quick RPA workflow solution. A score of 80% or higher is required to pass the exam.

Product Version(s): 8.0

TotalAgility 8.0 offers new capabilities, features, and enhancements that boost solution development, expand quick app design with no-code features, and introduce generative AI for both design and runtime.

In this training, you will learn about the latest features and opportunities offered by TotalAgility 8. By understanding the benefits and implementation of these features, you'll be better equipped to leverage the full potential of TotalAgility 8.

Goal: After completing the course, you will be able to explain the function and benefits of the new feature and understand the implementation process.

Estimated Completion Time:

• Overview Modules 2 hours
• Deep Dive Modules 6.25 hours

The training consists of overview and deep-dive modules organized by areas of interest, giving you the flexibility to complete the areas in your preferred order.

Overview modules that introduce what’s new, describe the function and help you to comprehend the benefits.

Deep dive modules that cover technical detail and hands-on lab activities where needed to prepare you for implementation and utilization of the new features.

Objectives: Upon completion of the training, you will be able to:

• Explain the function, and benefit, and describe the implementation of:
  • Generative AI and Copilot for solution development and at runtime
  • Features that facilitate collaboration between developers
  • Citizen developer governance for acc
    

    Training component modules and exams

    • Copilot and Generative AI   [30 Minutes]
    • Generative AI and Copilot - Deep Dive   [85 Minutes]
    • TotalAgility Apps, Collaboration, & Governance   [35 Minutes]
    • TotalAgility Apps - Deep Dive   [120 Minutes]
    • General Enhancements - TotalAgility 8.0   [20 Minutes]
    • TotalAgility 8.0 Update for Citizen Developers

This TotalAgility 8.0.1 Technical Update training will explore the exciting new features, Copilot for Extraction and Text support/Narration, introduced with TotalAgility 8.0.1.

Module Objectives:

Upon completion of this module, you will be able to:

• Describe the function, value, and configuration of Copilot for Extraction
• Add a Copilot Auto Extract field within Quick Capture
• Create a Transformation Auto Extract Locator
• Describe the function and benefits of using text support, also known as narration, over sending images to the AI provider
• Configure AI Provider settings for Text support

Module Prerequisites:

Previous training and experience with TotalAgility Quick Capture, Designer, and Transformation.

TotalAgility 8.1 introduces exciting new capabilities, features, and enhancements in the areas of Generative AI, Copilot functionalities, and more.

In this training, you will explore TotalAgility 8.1's latest features and opportunities that may be relevant to citizen developer. By understanding the benefits and implementation of these enhancements, you'll be better prepared to harness TotalAgility's full potential.

Goal: Upon completing the course, you will be able to articulate the function and benefits of the new feature and comprehend the implementation process.

Estimated Completion Time: 1 hour

Objectives: Upon completion of the training, you will be able to:

• List and define the features and general enhancements introduced with TotalAgility 8.1
• Explain the function and benefits of the new features in the following areas along with implementation if required
  • Generative AI
  • General enhancements and rebranding
  • Capture enhancements
  • Thin Client enhancements

Learning Prerequisites: Previous citizen developer-level training and experience with TotalAgility solution development and system management.

Target Audience: Technical personnel responsible for TotalAgility deployment, configuration, solution development, or system management.

Skill Badge: An exam is offered to validate your knowledge and receive a skill badge for TotalAgility 8.1 Update for Citizen Developers. A score of 80% or greater is required to pass the exam.

This learning path delivers a comprehensive overview of TotalAgility's function, components, and operation. It is the recommended entry point for anyone new to TotalAgility.

Topics covered in the Getting Started Learning path are:

• TotalAgility features and essential capabilities
• Software components and architecture
• Navigating the TotalAgility designer and workspace

This training provides an overview of the TotalAgility Apps and instructions on downloading and extracting the course resources needed to complete all practice labs.

The diagram below outlines the various TotalAgility Apps learning paths available to you as a Citizen Developer.
There are two main paths:

• Quick Workflow
• Quick Capture

You are required to complete the learning paths in the order displayed.

This learning path covers the TotalAgility 7.9 Quick Capture App and is intended to prepare a person with no TotalAgility knowledge to create, modify, and operate a Quick Capture solution.

The diagram below outlines the various TotalAgility Apps learning paths available to you as a Citizen Developer.
There are two main paths:

• Quick Workflow
• Quick Capture

Note: You are required to complete the learning paths in the order displayed below.
For convenience, you can be taken to an earlier training component by clicking on it in the learning path graphic.

This learning path covers the TotalAgility 7.9 Quick Classification App and is intended to prepare a person with no TotalAgility knowledge to create and modify a classification profile using Quick Classification.

The diagram below outlines the various TotalAgility Apps learning paths available to you as a Citizen Developer.
There are two main paths:

• Quick Workflow
• Quick Capture

Important: The lab(s) in this training component requires completion of the Quick Capture training component.
For convenience, you can be taken to an earlier training component by clicking on it in the learning path graphic.

This learning path covers the TotalAgility 7.9 Quick Workflow App. It is intended to prepare citizen developers and business users with no TotalAgility knowledge to create a no-code workflow and process jobs through the workflow.

The diagram below outlines the various TotalAgility Apps learning paths available to you as a Citizen Developer.
There are two main paths:

• Quick Workflow
• Quick Capture

Note: You are required to complete the learning paths in the order displayed below.
For convenience, you can be taken to an earlier training component by clicking on it in the learning path graphic.

This learning path covers the TotalAgility Quick Skins App. It is intended to prepare citizen developers and business users with no TotalAgility knowledge to create skins from a process template.

The diagram below outlines the various TotalAgility Apps learning paths available to you as a Citizen Developer.
There are two main paths:

• Quick Workflow
• Quick Capture

Important: The lab(s) in this training component requires completion of the Quick Workflow training component.
For convenience, you can be taken to an earlier training component by clicking on it in the learning path graphic.

This learning path covers the TotalAgility Quick Rules App. It is intended to prepare citizen developers and business users with no TotalAgility knowledge to modify decision table rules and business data.

The diagram below outlines the various TotalAgility Apps learning paths available to you as a Citizen Developer.
There are two main paths:

• Quick Workflow
• Quick Capture

Important: The lab(s) in this training component requires completion of the Quick Workflow and Quick Skins training components.
For convenience, you can be taken to an earlier training component by clicking on it in the learning path graphic.

This learning path covers the TotalAgility 7.9 Business Data App. It is intended to prepare citizen developers and business users with no TotalAgility knowledge to modify business data.

The diagram below outlines the various TotalAgility Apps learning paths available to you as a Citizen Developer.
There are two main paths:

• Quick Workflow
• Quick Capture

Important: The lab(s) in this training component requires completion of the Quick Workflow, Quick Skins, and Quick Rules training components.
For convenience, you can be taken to an earlier training component by clicking on it in the learning path graphic.

This training will introduce you to the features and enhancements offered with TotalAgility 7.11. You will learn about the function, benefits, and high-level implementation steps of key new features and enhancements. This includes a deeper dive into features that may impact the citizen developer. (Automated Work Queue Management, Quick RPA, and Quick Workflow Loop)

 Topics covered:

• A summary of the new features and enhancements of TotalAgility 7.11                                                         
• Work Queue Automation                                                                                                                
• Quick RPA
• Quick Workflow Loop Activity                                                                                        

The path consists of:

Overview modules to provide details and explain the topics

Skill Exam where passing with 80% earns a skill badge for TotalAgility 7.11 Update training