Getting started with Modeller

• Modeller Home Page: orient yourself in the configuration environment.
• Advanced Configurator Training: go deeper once you know the basics.

Core building blocks

• Modelling Work Types: define the cases and tasks your firm works with.
• Business Rules: control behaviour without writing code.
• Data Composer: explore and manipulate the data your configuration creates.

Forms, UI and portals

• Personas and Portals: control what different users see.
• Form Builder: create your own custom data capture.
• Blade Editor: customise the detail panels users work in.
• Menu Configuration: control the navigation users see.

Workflow and automation

• Workflow Modeler: automate what happens on a case.
• Managing Configuration Import and Export: move configuration between environments safely.

Data and search

• List Views: control how data is listed and filtered.
• Search Scopes: control what users can search.
• Option Sets: manage dropdown and picklist values.

Global and shared configuration

• Global Features: shared settings for case, channels, document management and more.

Finance configuration

• Chart of Accounts and Budgets: set up the ledger before you configure billing.
• Time Recording Setup and Configuration: configure how time recording works, distinct from using it.

Rolling out a whole implementation rather than configuring one piece? Try the Solution architect path.