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Tonkean Maker Course

The Tonkean Maker course gives you hands-on experience with the Tonkean platform, teaching you how to customize workflows with new actions, fields, and custom interfaces. The Maker course introduces you to creating and configuring workflow elements from scratch, understanding how the end-user experience is translated into an automated solution.

In the Maker course, you're guided through a series of tutorial videos that walk through the entire process of creating a customized workflow in Tonkean, from understanding the user journey and building the intake flow to configuring the relevant interfaces and workspace app pages.

Target Audience and Prerequisites

This course is designed for new Tonkean makers with a working knowledge of core Tonkean concepts, features, and functionality. This user is looking to go beyond “book knowledge” and move into more practical applications of their Tonkean know-how. Users taking this course should have the following:

  • The ability to navigate the Tonkean platform and understand common screens.

  • A working knowledge of core features and functionality, especially modules, interfaces, and fields.

  • Familiarity with common Tonkean terms, such as "item," "module," and "interface."

If you haven't already, be sure to complete the Tonkean Foundations course before beginning the Maker course.

Course Content

Work through the topics below in order, following along with your Implementation Architect on your own board.

  1. Introduction and Solution Blueprint Install

  2. Create Intake Interface and Fields

  3. Customize the Intake Interface

  4. Create an Intake Sequence

  5. Create a Tracking Interface

  6. Add Matched Entities

  7. Add Conditions to Action Blocks

  8. Add Match Conditions Trigger and Send Notification Action

  9. View Module History and Test Workflow

  10. Create Global Fields

  11. Create a Formula Field

  12. View the Business Report

  13. Customize Business Report and Refresh Items

  14. Create Workspace App Pages

  15. Publish the Solution

  16. Wrap-up

Get Started

Start the Maker course: 1. Maker Course - Introduction and Solution Blueprint Install

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