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STEP WORKFLOWS & WEB UI’S

STEP WORKFLOWS & WEB UI’S
Create a dynamic user experience using STEP’s Workflow and Web UI Features.

STEP WORKFLOWS & WEB UI’S

This course is targeted towards application consultants or other roles responsible for transforming the conceptual design of a STEP solution into a functional configuration.

Prerequisites:

 Stibo Systems Academy courses (or the knowledge taught in this course acquired in other ways)
o STEP_101 - STEP Solution Fundamentals
o STEP_APP_240 – STEP Data Modelling
 Experience with Relational Data bases, object oriented design and general MDM knowledge will
be helpful for participants of this course.
 At least one year of application consultancy experience and/or system implementation.


Course outline:

1 - Evaluate completeness and accuracy of specification
documentation used to design STEP Workflows and Web UIs

 Identify that all needed Business Rule elements are present in the specification documentation.
 Identify that all needed Web UI elements are present in the specification documentation.
 Identify that all needed Workflow elements are present in the specification documentation.
 Certify if specified Business Rule requirements can be met with existing STEP Business Rule plugins.

 Certify that specified Workflow requirements can be met with existing STEP components.
 Certify that specified Web UI requirements can be met with existing STEP components.
 Produce an alternate configuration or process to address specified requirements when
customizations may be required. 
2 - Create and maintain Workflows and apply Business Rules that
support Workflows

 Differentiate between the available Workflow State types and where they are used in a Workflow.
 Explain where conditions and actions are applied within a STEP Workflow.
 Justify the use of Parallel and Cluster states within a STEP Workflow.
 Explore the different methods of initiating items into Workflows.
 Relate assignees to relevant states/tasks within a Workflow.
 Apply and manage Workflow deadlines.
 Prepare Workflow monitoring profiles, and configure dashboards to monitor profile data.
 Discuss the use cases for the most common Workflow types, including Item Initiation, Item
Maintenance, Translation, and Discontinued Item Workflows.
 Implement Workflow Views and Mapping to meet requirements of unique tasks and users.
3 - Create and maintain Web UIs

 Differentiate between the Web UI template types.
 Evaluate the effectiveness of the Web UI design to meet specified requirements with optimized
user experience and performance.
 Adapt the Web UI side panel to display specified hierarchies, search, workflow states, imports, and
basket.
 Manipulate the Web UI style components and settings to produce the desired look and feel.
 Identify when privileges could/should be used to customize a Web UI for multiple user roles, or
when a separate Web UI is needed.
 Differentiate between the Web UI components used to display attributes (including meta data and
thumbnails) and the use cases for each.
 Represent reference links using the recommended Web UI components and apply optimal display
methods.
 Choose the appropriate buttons for the Node Details screen using optional format types and
understand when buttons are enabled/disabled.
 Differentiate between the commonly used screen types available for a Node Details screen,
including use cases for each. 
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 Demonstrate the ability to access the Web UI designer (through icon and URL shortcut), as well as
the ability to restrict access to the Web UI designer for end users.
 Explain the difference between each view type option of a Node List screen, and the available
settings and configuration options for each.
 Explain the difference between the available Action types on a Node List screen and the
configuration options for each.
 Implement an "Advanced Search" screen and demonstrate how its configuration differs from the
search components available in the side panel.
 Discuss where conditions can be applied in the Web UI.
 Implement common settings on 'Save' actions.
 Investigate the sources and meanings of Web UI warnings/messages and how to resolve them.
 Explore the location of a Web UI XML and how to locate specific components.
 Organize the screen priority using 'Mappings', and how to configure the screen mapping
conditions.
 Prepare a unique Task list screen for displaying items in a workflow state.
 Prepare a login screen with locale selector, a customized background, and terms & conditions.
 Add widgets to the homepage, including Navigation, Search, Workflow, KPIs, Import, SmartSheet
Export, User, and Text widgets.
 Identify Web UI settings that can improve performance.
 Manage import and export functionality in the Web UI, including configurations, settings, and
Background Processes.
 Produce new attribute groups, attributes, and LOVs using the Web UI.
 Explain how objects (Product Families, Items, and Variants) can be created using "multi-object onboarding".

 Support a packaging hierarchy by configuring a tab to display a graphical packaging diagram.
4 - Demonstrate that the completed configuration of the STEP Workflow
and Web UI meets the specified requirements

 Test that STEP Workflows meet requirements specified in documentation.
 Test that Web UIs meet requirements specified in documentation.
 Justify the design of completed STEP Workflows and Web UIs, and be able to present these to a
customer.
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