STEP WORKFLOWS & WEB UI’S
Create a dynamic user experience using STEP’s Workflow and Web UI Features.
This course is targeted towards application consultants or other roles responsible for transforming the conceptual design of a STEP solution into a functional configuration.
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.
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
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
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
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.
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
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
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