Lesson 2: Building a Basic Form and Workflow

Get started with your first automation - updating Microsoft Group membership.

What to Eggs-pect

After completing this lesson, you will be able to:

  1. Sketch a workflow, including the workflow trigger

  2. Create a form that contains the required input to automate a process

  3. Create part of a workflow to test, starting with just a few actions

  4. Configure the workflow settings and trigger to use information from the form

  5. Test a workflow and view the results

When you've completed this training, don't forget to check your knowledge and get credit!

Prerequisite(s)

  1. Set up your main organization in Rewst.

  2. Set up your Microsoft Graph integration.

Lesson Modules

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.

Lesson Resources

Next Steps

Complete the Knowledge Check and remember to Get Credit for your learning.

What Did You Learn?

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Get Credit

Submit this form to get credit for completing this lesson offline.

Keep On Cluckin'

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!

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