In this Advanced Modeller Techniques session, Shazia takes us through four areas of the Modeller in ShareDo:

• Business Rules
• Calculated Fields
• Document Admin
• New Features

Links to the documentation mentioned in the session:

• Business Rules
• Calculated Fields
• Document Templates (and more)
• Clone Document Templates
• Modeller home page

Chapters

00:00 Introduction
00:30 Business Rules Engine
00:54 Overview of the functionality
02:35 Creating a rule and where you can use them
27:50 Calculated Fields Overview
32:16 Scenario 1: isnullorempty
34:40 Scenario 2: if then else
40:52 Scenario 3: where
46:35 Scenario 4: filter
55:08 Documents - Optimise the document journey, delivery channels, etc.
01:04:04 New features in the last few versions of ShareDo
01:18:47 Closing