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09-04-2023 08:04 AM
Hi @kim-lindgren ,
If you want the users follow a flow and they want to know in which process they are check this module in knowlearning:
Playbooks and Process Automation Designer Fundamentals :
If you are interested in building or authoring cross-enterprise workflows in a single, unified process, you've come to the right place. Using a kanban board-like interface, you can provide end users with a task-oriented view or your process. In addition to PAD, you will use Playbooks to customize the default Playbook user experience to create a visualized business process workflow.
This course will focus on adding Playbooks to Agent Workspace and is specifically tailored to Agents, Process Owners, Workspace Administrators, and Citizen Developers. Spend some time engaging in the activity and knowledge checks for hands-on practice with these tools.
Hope that helpt you.