Course Overview

This Level 2 program advances participants from individual cloud flows to reliable, reusable and
interconnected business automation solutions. The course focuses on sequential approvals, document routing, structured error handling, parent and child flows, operational controls, SLA-based escalation, multi-flow solution design and environment-aware deployment. Practical case studies are used throughout so that advanced concepts are learned in a real business context.

 Build multi-level sequential approval workflows with dynamic approvers and decision tracking.
 Route documents using business rules and structured processing logic.
 Design resilient flows using Scope, Configure Run After, Terminate and troubleshooting techniques.
 Create reusable parent and child flow solutions with input and output parameters.
 Automate threshold controls, duplicate prevention and related-record processing.
 Manage employee offboarding and asset clearance across related data sources.
 Build and test a three-flow Operations Exception Management capstone with SLA escalation.
 Understand environments, Solutions, connection references and deployment concepts.

ADVANCED LOGIC – Sequential Approvals &Routing

RELIABILITY – Error Handling & Reuse

OPERATIONS – Controls, Assets & SLA

DEPLOYMENT – Solutions & Environments

1. Case Study: Company Car Sequential Approval

Multi-level approval and escalation
 Build a sequential approval process across Line Manager, HR Manager and Fleet Manager
 Use an Approval Matrix to identify approvers dynamically
 Capture outcomes, comments, response details and timestamps at each approval stage
 Handle rejection, termination and approval timeout scenarios while maintaining an audit trail.

2. Case Study: Email Attachment Document Routing

Classify and route business documents
 Process incoming email attachments using Outlook and SharePoint
 Evaluate document or message properties using business routing rules
 Send documents to the correct destination and maintain processing status
 Work with multiple attachments and dynamic file information

3. Error Handling & Troubleshooting

Build resilient business flows
 Read Run History, inputs, outputs, failed actions and skipped actions
 Use Scope and Configure Run After to create controlled error paths
 Handle null values, empty results and incorrect data types
 Use Terminate and practical troubleshooting techniques for reliable flows

4. Case Study: Employee Access Provisioning – Parent & Child Flow

Create reusable child-flow logic
 Create a reusable child flow for access provisioning logic
 Pass employee, department, role and request details from a parent flow
 Use a central Access Matrix to determine required systems or provisioning tasks
 Return processing results to the parent flow and reduce duplicated logic

5. Case Study: Inventory Reorder & Stock Threshold Control

Automate stock replenishment controls
 Check inventory automatically against minimum stock thresholds
 Verify whether an open replenishment request already exists
 Create a related reorder request only when required
 Update inventory status and prevent duplicate replenishment transactions.

6. Case Study: Employee Offboarding & Asset Recovery

Manage asset clearance lifecycle
 Retrieve company assets assigned to an employee who is leaving
 Create and maintain asset-return records across related SharePoint lists
 Track returned and outstanding assets using process status
 Prevent offboarding completion until asset clearance requirements are satisfied.

7. Capstone – Flow 1: Operations Exception Intake & Assignment

Capture, validate and assign exceptions
 Capture operational exceptions in a centralized Exception Log
 Validate records and use a Routing Matrix for dynamic assignment
 Calculate SLA deadlines and store ownership details
 Create a consistent starting state for downstream monitoring.

8. Capstone – Flow 2: SLA Monitoring & Escalation

Monitor deadlines and escalation
 Run scheduled checks against active exception records
 Compare current time with SLA deadlines to identify overdue cases
 Escalate breached exceptions and update escalation tracking fields
 Prevent repeated escalation using processing flags and status checks.

9. Capstone – Flow 3: Resolution & Outcome

Resolution and SLA measurement
 Detect and validate exception resolution updates
 Capture resolution time and calculate whether the case met its SLA
 Record final outcome and resolution details in the Exception Log
 Apply trigger-loop prevention when updating the originating record.

10. Capstone Integration & Testing

Test interconnected business flows
 Test the complete exception lifecycle from intake to resolution
 Validate normal, breached, missing-routing and already-escalated scenarios
 Confirm that the three independent flows work together through shared business data.

11. Environments & Solutions

Manage and deploy flows
 Understand Default, Developer, Sandbox and Production environment purposes
 Compare My Flows with solution-aware cloud flows
 Introduce connection references, environment variables and publishing
 Understand the DEV to TEST to PROD deployment concept.