Getting Started

Get up and running with SureCloud applications and workflows — understand the core concepts and how to create and manage them.

Applications and workflows are the starting point for anything you build in SureCloud.

Use this section to understand how they fit together.

Start by creating the application.

Then create and configure the workflow inside it.

In this section

Title

Creating Applications

Description

Create applications that group related workflows and records in the left-hand navigation.

Target

Creating Applications

Title

Creating and Managing Workflows

Description

Create workflows and understand the main settings used to structure records and processes.

Target

Creating and Managing Workflows

Title

Managing Workflows

Description

Open an existing workflow and manage its configuration through the Workflow Builder.

Target

Managing Workflows

Core concepts

Applications group related workflows and records in one place.

Users open them from the left-hand navigation.

Workflows define how records are structured, displayed, and progressed.

Each workflow belongs to one entity and stores the records for that process.

Main workflow areas

Use these areas to build and manage a workflow:

Area	What it controls
Properties	Workflow name, description, and permissions
Attributes	The fields stored on each record
Linked Entities	Relationships to other workflows
Question Sets	Questionnaire and assessment setup
Views	Record page layout
Workflow	Stages, transitions, and progression
Notifications	Email messages triggered by workflow events
Preview Data	Record data available in the workflow

Recommended order

1

Create the application

Set up the application users will access in the left-hand navigation.

2

Create the workflow

Add the workflow that will store the records for your process.

3

Configure the workflow design

Set up properties, fields, linked entities, question sets, views, and notifications.

Continue with Workflow Design.

4

Configure the workflow logic

Set up states, stages, transitions, and automation.

Continue with Workflow Logic.

5

Preview and test

Check the record experience before rolling the workflow out to users.