Thank you for attending our standard three-day ShareDo Modeller training course. This article provides a summary of the key topics covered during the sessions, along with links to supporting articles and recordings to help you continue learning.

Topics Covered in the Training

Each of the topics below was introduced during the course. The links will take you to relevant articles and recordings where you can revisit or deepen your understanding.

Core Configuration

• Work Types
  Define and structure the different types of work items used in your organisation.
• Phase Plans and Guards
  Configure the phase plans of your work items, including guard conditions.
• Participants, Roles & ODS
  Manage the participants and roles involved in a case or other work item.
• Key Dates
  Track important dates that drive automation and reporting.
• Form Builder
  Capture data using configurable forms embedded throughout the platform.
• Option Sets
  Create and manage reusable value lists for dropdowns and other selections.
• List Views
  Present filtered sets of data to users in configurable list views.
• Personas and Portals
  Control how users experience the application through persona-driven portals.
• Workflow
  • End-to-End Overview – Training Recording
  • Advanced Workflow Modelling – Training Recording
  • Workflow Toolbox – Article Hub

Suggested Next Steps

To continue building your configuration skills, we recommend exploring the following areas:

Document and Email Templates

• ShareDo Document Training - April 2025
• Document Template Admin – Articles
• Calculated Fields – Overview (which will be of benefit once you’re familiar with the Data Composer)
• Advanced Modeller Techniques
  In this Advanced Modeller Techniques session, James takes us through a couple of areas of the Modeller in ShareDo:
  • Business Rules
  • Calculated Fields and Lists
  • Using them in Documents

Rules and Automation

• Approvals
  Set up approval workflows for various types of work items, like documents, payments, and phase transitions.
• Understanding Allocation Rules
  Automate ownership assignment of tasks, cases, or other work items to the most appropriate team or user.
• Business Rules
  Use true/false logic to drive visibility, behaviour, or workflow actions. We looked at examples of showing/hiding Key Facts Aspects, Portal Widgets, and Portal Templates (based on a user’s Persona).
• Advanced Modeller Techniques
  In this Advanced Modeller Techniques session, James takes us through a couple of areas of the Modeller in ShareDo:
  • Business Rules
  • Calculated Fields and Lists
  • Using them in Documents

Administration

We briefly discussed key admin tasks like creating and maintaining users, teams, and their permissions during the training. You can explore them further using the resources below:

• The Admin Overview section of the Four Session Configurators Course - May 2025
• Users, Teams, and Permissions – Training Recording
• User Management – Articles

Additional Training Opportunities

We run free, regular online training sessions that you are welcome to attend. These sessions cover a range of configuration topics, and new events are added regularly.

📅 View the 2025 Event Schedule