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Get started with your first automation - updating Microsoft Group membership. |
After completing this lesson, you will be able to:
- Sketch a workflow, including the workflow trigger
- Create a form that contains the required input to automate a process
- Create part of a workflow to test, starting with just a few actions
- Configure the workflow settings and trigger to use information from the form
- Test a workflow and view the results
When you've completed this training, don't forget to check your knowledge and get credit!
- Set up your main organization in Rewst.
- Set up your Microsoft Graph integration.
To get started, select the first module. Each module includes a video and written guidance with resources, followed by navigation to go back/forward. To wrap up the lesson, visit Next Steps.
- from-workflow-sketch-to-rewst-prototype.md (2 Minutes)
- building-the-add-remove-user-form.md (6 Minutes)
- creating-the-add-remove-user-workflow.md (5 Minutes)
- adding-actions-to-add-remove-workflow.md (6 Minutes)
- testing-the-add-remove-form.md (4 Minutes)
{% hint style="info" %} Check out these supplementary resources.
- hello-world-workflow.md
- workflow-building-tips-and-tricks.md
- data-input-and-output-input-variables-and-context-variables.md
- data-aliases.md
- intro-to-triggers.md {% endhint %}
Complete the Knowledge Check and remember to Get Credit for your learning.
Take a quick quiz and get instant feedback!
{% embed url="https://www.surveymonkey.com/r/buildingabasicworkflowKC" %}
{% hint style="danger" %} Submit this form to get credit for completing this lesson offline. {% endhint %}
You've created a simple form, a workflow, and connected them with a trigger. In upcoming lessons, you’ll refine this automation. But first...it's time to learn the basics of Jinja (and demystify all of that "CTX.user_id," "CTX.group_id" stuff). Jump to the next lesson when you're ready!
| Go back a lesson: | laying-the-foundations-of-automation | |
| Go to the next lesson: | jinja-essentials-for-workflow-automation | |
| Get help with this lesson in office hours! | office-hours.md |