Module 6 / 6

Build with records

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Introduction 

You've covered records design, navigation, management, cases, and dashboards. This module puts those concepts into practice. In this hands-on module, you'll build stories that capture records, query existing ones, and use records data to drive workflow logic.

Learning objectives 

By the end of this module, you'll be able to:

  • Add Capture Record tools to stories and configure field mappings.

  • Query existing records using filters and conditions within workflows.

  • Build complete workflows that capture, query, and act on records data.

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